Theodore W. Wern
Committed to serving as a trusted advisor to his clients, Ted emphasizes efficiency and creative problem solving in complex transactions, including mergers and acquisitions, recapitalizations, growth equity financings, private placements, joint ventures, and fund formation.
Partner Ted Wern represents public and private companies, private equity funds, family offices, and other investor groups.
Ted also provides general corporate counseling for portfolio companies and other private company clients. He is a regular author and speaker on topics relating to private equity and M&A transactions.
Areas of focus
Education & Credentials
Education
- Ohio State University Moritz College of Law, J.D., 2000, summa cum laude, Full Merit Scholarship,
- Miami University, B.A., cum laude, 1997
Bar and Court Admissions
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Illinois
Related Employment
- Kirkland & Ellis LLP, Chicago, IL, Associate (Private Equity), 2000-2004
Professional Experience
Private Equity and M&A
- Multiple platform acquisitions for committed fund with enterprise values between $16M - $50M
- Multiple platform acquisitions and sale transactions for committed fund with enterprise values between $60M - $115M
- Multiple acquisition and divestiture transactions for public company (diversified manufacturer) with enterprise values between $90M - $350M
- Multiple platform acquisitions, add-on acquisitions and sale transactions for independent sponsor clients
- Multiple acquisition and divestiture transactions for public company (business services/software) with enterprise values between $5M - $50M
- Multiple acquisition and sell-side transactions for family-owned businesses with enterprise values between $15M and $300M
Fund Formation
- Formation of committed funds (equity, mezzanine and senior debt) with committed capital between $35M and $200M
- Joint venture/private placement transactions on behalf of real estate/hospitality funds for single and multiple property transactions
- Formation of intellectual property lending fund
- Formation of co-investment vehicles and Series LLCs for various independent sponsor clients
- Formation of Series LLCs and alternative investment vehicles for angel and venture capital funds
Growth Equity and Venture Capital
- Represent private equity funds, strategic investors and issuers in growth equity and strategic investment transactions
- Represent venture capital and issuers in early and late stage venture financings
General Corporate
- Act as outside general counsel to various portfolio companies and other private companies regarding financing, governance, employment, licensing and other general corporate matters