Amy M. Shepherd

Partner

Columbus
T +1.614.462.4712
F +1.614.462.2616

Overview

Amy Shepherd practices in the business area, with a primary focus in mergers and acquisitions, securities, corporate governance, and general corporate and commercial matters. She is experienced in advising clients in various segments of the healthcare and insurance industries in acquisitions and divestitures and general corporate matters. She focuses on meeting the needs of her clients in an efficient and timely manner, maintaining a thorough understanding of her clients’ industries to deliver the most effective service to meet corporate needs.

Amy serves as the Business Group coordinator for the Columbus office. Amy has been listed in The Best Lawyers in America since 2010. She is a Securities and Audit Letter Review partner of the firm.

Select Experience

  • Assisted venture capital-backed healthcare client to complete 13 acquisitions in two years, expanding operations into eight states. Provides ongoing advice regarding organizational, commercial and operational matters.
  • Provides ongoing advice to two Ohio charitable non-profit corporations regarding registration of the offering of securities in the State of Ohio with the Ohio Division of Securities, including preparation of offering prospectus, investor subscription documents and registration application.
  • Assists physician practices and practice management companies with general corporate matters, and advises regarding entity structuring and compensation in compliance with applicable healthcare laws. Advises and assists physician practices and practice management companies with acquisitions and divestitures.
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Experience

  • Assisted venture capital-backed healthcare client to complete 13 acquisitions in two years, expanding operations into eight states. Provides ongoing advice regarding organizational, commercial and operational matters.
  • Provides ongoing advice to two Ohio charitable non-profit corporations regarding registration of the offering of securities in the State of Ohio with the Ohio Division of Securities, including preparation of offering prospectus, investor subscription documents and registration application.
  • Assists physician practices and practice management companies with general corporate matters, and advises regarding entity structuring and compensation in compliance with applicable healthcare laws. Advises and assists physician practices and practice management companies with acquisitions and divestitures.
  • Assisted oil and gas companies in the successful completion of public and private offerings of securities.
  • Provides ongoing representation to an insurance client related to corporate governance matters, investments and acquisitions.
  • Provided representation to an insurance client related to filings with the Securities and Exchange Commission (SEC) and related matters. Remains privy to changes in the client’s industry in order to understand risk and disclosure compliance issues.
  • Represented a public health care company in a going-private transaction, including preparation of the merger agreement and proxy statement. Provided corporate governance support for the client’s special committee, officers and directors.
  • Represented a Canadian oil and gas client in a series transaction resulting in the sale of all assets of the company to multiple purchasers, dissolution of the company and deregistration with the SEC.
  • Assists clients with board evaluations and self-assessments. Assists clients in establishing an appropriate process, developing the scope and substance of the evaluations/assessments, and, in some cases, facilitating the actual board evaluations, self-assessments and peer reviews.
  • Assists insurance and banking clients, family offices and trustees of trusts with their investment of assets, including advice regarding terms of investment vehicles, and compliance with the Securities Act of 1933, the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Also assists such clients in the review and negotiation of investment management agreements, subadvisory agreements and related agreements and policies.

Recognitions and Memberships

Recognitions

  • The Best Lawyers in America© (2010 to Present)
    • Ohio: Corporate Law
    • Ohio: Securities / Capital Markets Law
      • Best Lawyers® "Lawyer of the Year" (2017, 2020)
    • Ohio: Securities Regulation

Memberships

  • Ohio State Bar Association
  • Columbus Bar Association

Admissions

  • Ohio

Education

  • J.D., The Ohio State University Michael E. Moritz College of Law, 1989
  • B.A., The Ohio State University, 1986