Joseph P. Boeckman

Partner

Columbus
T +1.614.462.4737
F +1.614.462.2616

Overview

With a comprehensive legal background in the areas of securities, business transactions, corporate governance and strategic business planning, Joe Boeckman is well-equipped to advise his clients about any number of corporate and business law matters. He serves as lead securities and compliance counsel for major corporations and advises privately held and family-owned companies in the areas of strategic planning, mergers and acquisitions, financing and other capital-raising efforts. Joe regularly advises boards of directors, particularly energy cooperatives, in corporate governance matters such as board and executive evaluations, board and management relations, strategic planning and succession planning.

In addition, Joe has extensive insurance experience, providing regulatory advice and assistance to mutual, health, for-profit and nonprofit, and property and casualty insurers; health plans; health maintenance organizations (health insuring corporations); third-party administrators; and insurance agencies. He also offers guidance on necessary regulatory filings in connection with acquisitions and dispositions. Joe understands the particulars of his clients' businesses and the industries in which they operate, and guides them toward solutions that best suit their individual circumstances.

Joe is an adjunct professor at The Ohio State University Moritz College of Law, where he teaches business transactions.

Select Experience

Business Transactions
  • Represented South Central Power Company, an Ohio rural electric cooperative, in connection with its $124.0 million bond financing guaranteed by the Rural Utilities Service.
Securities Offerings and Compliance
  • Counsels public companies regarding ongoing disclosure and public reporting obligations under securities laws, including Regulation FD, periodic reporting, proxy statements and annual meetings, and Section 16 matters. Advises public companies regarding corporate governance matters related to the Dodd-Frank Act, the Sarbanes-Oxley Act, and the listing rules of the New York Stock Exchange and NASDAQ stock markets.
Corporate Governance
  • Serves as outside general counsel for several energy clients, including two electric cooperatives and an integrated energy cooperative. Assists boards and management in corporate governance topics and business matters, including governance assessment, board and executive evaluations, board/management relations, fiduciary duties, strategic planning and succession planning.
Insurance
  • Extensive insurance regulatory experience, including representation of mutual and stock insurance companies, healthcare organizations, managed care organizations, insurance agencies and broker agents, and other entities in transactional and regulatory matters before various state departments of insurance and other state regulatory agencies.
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Experience

Business Transactions
  • Represented South Central Power Company, an Ohio rural electric cooperative, in connection with its $124.0 million bond financing guaranteed by the Rural Utilities Service.
  • Represented Guernsey-Muskingum Electric Cooperative, Inc., an Ohio rural electric cooperative, in connection with its $21.2 million loan financing guaranteed by the Rural Utilities Service.
  • Represented a client in connection with its acquisition of an Ohio retail pharmacy and related business. Engagement included assisting client with obtaining a new Ohio pharmacy license and DEA permit, negotiating new wholesale, PBM and PSAO agreements and transferring Medicaid and Medicare agreements.
  • Represented The Energy Cooperative, an Ohio rural electric cooperative and natural gas and propane distribution company, in connection with amending and refinancing its letter of credit and revolving line of credit arrangements with the National Rural Utilities Cooperative Finance Corporation.
  • Served as Ohio insurance regulatory counsel to Kemper Corporation, one of the nation’s leading insurers, in connection with its $1.4 billion acquisition of Infinity Property and Casualty Corporation, a national provider of nonstandard auto insurance.
  • Represented Greif, Inc., a world leader in industrial packaging products and services, in a joint venture to greenfield a new corrugated sheet feeder facility.
  • Represented NGO Development Corporation, an oil and gas development company, in its sale of approximately 550 oil and natural gas wells and 300 miles of pipeline in East Central Ohio.
  • Represented Greif, Inc., in its acquisition of several drum reconditioning businesses in the Southeast and Midwest United States.
  • Represented Greif, Inc. in its sale of a subsidiary engaged in the U.S. manufacturing of shipping bags to a private equity firm.
  • Represented State Automobile Mutual Insurance Company, a super-regional property and casualty insurance company, in its acquisition of a California-based managing underwriter in the area of specialty lines programs.
  • Represented State Automobile Mutual Insurance Company in its sale of BroadStreet Partners, Inc., an insurance brokerage company that owns and oversees the operations of insurance agencies in multiple states.
  • Represented State Automobile Mutual Insurance Company in its acquisition of a specialty lines insurer.
Securities Offerings and Compliance
  • Counsels public companies regarding ongoing disclosure and public reporting obligations under securities laws, including Regulation FD, periodic reporting, proxy statements and annual meetings, and Section 16 matters. Advises public companies regarding corporate governance matters related to the Dodd-Frank Act, the Sarbanes-Oxley Act, and the listing rules of the New York Stock Exchange and NASDAQ stock markets.
  • Represented Greif, Inc. in connection with its $500 million senior note offering under Rule 144A. Proceeds from the sale of the senior notes were used to fund a portion of Greif’s $1.8 billion acquisition of Caraustar Industries, Inc., a market leader in the production of coated and uncoated recycled paperboard. In addition, has represented Greif in several other Rule 144A note offerings that raised more than $1 billion in proceeds.
  • Serves as lead securities and compliance counsel for Greif, Inc., a New York Stock Exchange-listed manufacturing company.
  • Serves as lead securities and compliance counsel for State Auto Financial Corporation, a NASDAQ-listed property and casualty insurance holding company. Represented State Auto in a $100 million Rule 144A senior note offering.
Corporate Governance
  • Serves as outside general counsel for several energy clients, including two electric cooperatives and an integrated energy cooperative. Assists boards and management in corporate governance topics and business matters, including governance assessment, board and executive evaluations, board/management relations, fiduciary duties, strategic planning and succession planning.
Insurance
  • Extensive insurance regulatory experience, including representation of mutual and stock insurance companies, healthcare organizations, managed care organizations, insurance agencies and broker agents, and other entities in transactional and regulatory matters before various state departments of insurance and other state regulatory agencies.

Recognitions and Memberships

Recognitions

  • BTI Client Service All-Star (2014)

Memberships

  • American Bar Association
  • Ohio State Bar Association
  • Columbus Bar Association
  • Electric Cooperative Bar Association
  • Association for Corporate Growth, Columbus Chapter
    • Founding Member
    • Board of Directors
  • The Entrepreneurship Institute: Advisory Board, Columbus Chapter

Community

  • The Ohio State University, Moritz College of Law: Mentoring and More @ Moritz Program: Participating Mentor
  • Salvation Army of Central Ohio: Finance Board
  • First Tee Columbus: Advisory Committee 

Admissions

  • Ohio, 1987

Education

  • J.D., The Ohio State University Michael E. Moritz College of Law, 1987, Order of the Coif
  • B.B.A., University of Cincinnati, 1982