Katie S. O'Connor

Partner

Cleveland
T +1.216.861.7328
F +1.216.696.0740

Overview

Katie O'Connor focuses her practice in the areas of mergers and acquisitions, corporate governance and securities law. She has experience representing publicly traded and privately held companies in asset and stock acquisitions and divestitures, mergers, spin-offs, and corporate financings, including IPOs and other registered offerings and private placements of debt and equity. Katie advises companies during all stages and forms of mergers and acquisitions by preparing, reviewing and negotiating transaction documents and managing purchaser and seller legal due diligence. She also counsels clients in connection with general commercial arrangements, corporate governance and significant business changes and events. Katie strives to have a complete understanding of her clients' businesses and operations and to provide practical and efficient counsel during complex situations.

Select Experience

  • Represented a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors in several acquisitions, including recent acquisitions of risk and compliance services businesses.
  • Represented a leading provider of integrated financial, operational and strategic services supporting independent staffing firms in its sale to a provider of integrated human capital management solutions for payroll, human resources, retirement and insurance services.
  • Represented a publicly traded professional services company in numerous acquisitions, including recent acquisitions of accounting, employee benefits, insurance and other service businesses. 
  • Represented a Fortune 50 healthcare services company in numerous acquisitions and divestitures, including its $320 million acquisition of a venture-capital-backed Silicon Valley medical device manufacturer and distributor.
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Experience

  • Represented a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors in several acquisitions, including recent acquisitions of risk and compliance services businesses.
  • Represented a leading provider of integrated financial, operational and strategic services supporting independent staffing firms in its sale to a provider of integrated human capital management solutions for payroll, human resources, retirement and insurance services.
  • Represented a publicly traded professional services company in numerous acquisitions, including recent acquisitions of accounting, employee benefits, insurance and other service businesses. 
  • Represented a Fortune 50 healthcare services company in numerous acquisitions and divestitures, including its $320 million acquisition of a venture-capital-backed Silicon Valley medical device manufacturer and distributor.
  • Represented producer of customized rigid polyvinyl chloride compounds and its owners in the sale of company to funds managed by a capital investment fund.  
  • Represented a publicly traded provider of precision dispensing, fluid management and related technologies in its acquisition of a designer and manufacturer of plastic dispensing and packaging products and specialty syringes for pesticide, dental and other markets.
  • Represented privately-held window manufacturer in its sale to affiliates of a private investment firm leader.  
  • Represented a company that develops and manufactures advanced automated shading systems in its sale to a U.S.-based subsidiary of a multibillion-dollar French company specializing in products and services in the electrical and digital building infrastructure industry.
  • Represented tax exempt healthcare system based in Cleveland, Ohio in its sale of certain hospitals to a NYSE-listed corporation.  
  • Represented a Nasdaq-listed restaurant industry client in connection with IPO and subsequent follow-on equity offerings, with aggregate value of more than $1 billion.
  • Represented a publicly traded provider of outsourcing solutions to the insurance industry in several acquisitions, including its acquisition of a managed care and integrated service program business and its acquisition of a software company.
  • Represented a NYSE-listed retail and production company in its going-private transaction.
  • Represented a major garage door manufacturer in connection with its sale to the U.S.-based subsidiary of a Japanese conglomerate.
  • Represented a publicly traded lighting technology company in the divestiture of a business division. 
  • Represented a discount clothing manufacturer and its owners in the sale of the company to funds managed by a capital investment fund.
  • Represented a publicly traded specialty property and casualty insurance company in its merger with a NYSE-listed provider of alternative risk management services for agents, professional/trade associations and small to medium-sized insureds.
  • Represented a NYSE-listed provider of advanced electrical test instruments and systems in its merger with a NYSE-listed manufacturing company.  
  • Represented a NYSE-listed restaurant industry client in its going-private merger with affiliates of certain global private equity firms.

Recognitions and Memberships

Memberships

  • Federal Bar Association
  • American Bar Association
  • Ohio State Bar Association
  • Cleveland Metropolitan Bar Association

Admissions

  • Ohio

Education

  • J.D., The Ohio State University Michael E. Moritz College of Law, 2005, summa cum laude, Order of the Coif
  • B.A., Miami University, 2001, summa cum laude