Jonathan D. Goodman

Represented PrismHR in its merger with Namely, a leading HR platform for midsize companies, and in its acquisition of Epay Systems, a time and attendance software company. 

Represented PrismHR and Vensure, each a portfolio company of Stone Point Capital, in their merger.

Represented Oasis Outsourcing, the nation’s largest privately held professional employer organization, in its acquisition of Aureon HR, a leading Midwest-based HR outsourcing company.

Represented SitusAMC Holdings Corp., a leading provider of services and technology supporting the real estate finance industry, in its acquisition of Assimilate Solutions LLC, a leading provider of mortgage and title knowledge process outsourcing and IT outsourcing solutions; its acquisition of ReadyPrice LLC, a mortgage technology business; its acquisition of rSquared CRE LLC, a real estate technology provider; its acquisition of the third-party loan servicing and asset management platform of Cohen Financial from Truist Bank; its acquisition of LogicEase Solutions Inc., the parent company of leading residential regulatory compliance technology provider ComplianceEase; its receipt of a strategic investment by the Public Sector Pension Investment Board; its partnership with CMBS.com, the owner of commercial real estate loan origination, management and servicing software platform Backshop; its launch of AI mortgage market intelligence platform Impact Capitol LLC; its acquisition of Street Resource Group Inc., a warehouse loan system provider; its acquisition of CJC Worldwide Technologies LLC, a commercial lending real estate platform; and its acquisition of Baseline Analytics LLC, a third-party pricing analyzer of underlying mortgages.

Represented Situs Group Holdings Corp. and American Mortgage Consultants Inc., each a portfolio company of Stone Point Capital, in connection with their merger to create SitusAMC. The combined SitusAMC operates in 27 markets in the United States, Europe and India, with more than $175 billion of commercial assets under management.

Represented Ten-X, a leading online real estate marketplace, in a recapitalization transaction led by private equity firm Thomas H. Lee Partners.

Represented Eliassen Group, a leading national strategic technology consulting firm, in its acquisition of Webster Consulting Group LLC, a national professional IT services firm.

Represented Gordon Brothers, a global advisory, restructuring and investment firm, in its majority investment in Nations Capital Inc., an industry-leading commercial and industrial business services provider, as well as in a $300 million financing from Canada Pension Plan Investment Board through its subsidiary CPPIB Credit Investments Inc.

Represented Allied Benefit Systems LLC, one of the nation’s largest health care administrators for employee benefit plans, in its acquisition of Medxoom Inc., an industry-leading digital benefits platform.

Advised Mitchell | Genex in its acquisition of Coventry Workers’ Comp Services, a leading provider of cost containment technology, clinical service and disability management, from CVS Health.

Represented Spectrum Vision Partners, a management services organization formed to administratively support Ophthalmic Consultants of Long Island, a nationally renowned multispecialty eye care group, in an investment from Blue Sea Capital.

Represented Kestra Financial Inc., a leading independent adviser platform, in its acquisition of Reliance Trust Co. of Delaware, a limited purpose trust company, from FIS, a leading financial services provider.

Represented Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Financial Inc., in its acquisition of Vector Wealth Management, a provider of comprehensive financial planning and investment management services; in its acquisition of a financial interest in Beacon Financial Group, a financial planning and insurance advisement firm; in its acquisition of Believeland LLC, one of the independently owned financial planning and wealth management entities operating under oXYGen Financial Inc.; and in its acquisition of Hickory Asset Management Inc., a registered investment adviser based in Concord Township, Ohio.

Represented Rialto, an investment and asset management business, in its receipt of a strategic minority interest from CNO Financial Group.

Advised NXT Capital Inc., a provider of structured financing solutions, in its sale to Orix Corporation USA.

Represented MFG Partners, a private equity firm that acquires industrial manufacturing, distribution and service companies in the middle market, in its acquisition of Mail Communications Group.