Jeff Levy is a managing partner at Porco Levy Zavet LLP (www.PLZLaw.com).

Jeff is an experienced Ontario business lawyer practicing primarily in the areas of corporate law, corporate finance, technology law, mergers and acquisitions, joint ventures, tax law and commercial finance. His primary role is serving as a trusted advisor to entrepreneurial and family-owned businesses of all sizes.

His experience and training in business law provide him with the background to counsel his clients on a wide variety of legal issues including private equity, venture capital and other financing; joint ventures and strategic business relationships; software development contracts, licensing agreements and other technology issues; sales agency and other distribution matters; and employment issues and executive compensation arrangements.

His clients range from start-ups seeking guidance on formation of their business entity, to established companies looking for new sources of capital to fuel their growth, to mature family-owned companies planning for transfer of the business to the next generation. He provides advice on buying a business for those starting out or expanding their existing operations and counsels others on selling their business or pursuing other exit strategies.

Commercial and Residential Real Estate Law

Mr. Levy has extensive experience in real estate, which has brought him success in his dealings with land development and construction agreements, landlord and tenant contracts, condominium registration and all financial dealings having to do with real estate.

Business Counseling and Corporate Law

Mr. Levy serves as a business lawyer to entrepreneurial and family-owned companies in such diverse activities as software development, broadcast media, transportation logistics, construction, retailing, distribution, manufacturing, banking, consulting and other professional service organizations. With most of his family-owned clients, Mr. Levy essentially serves the same role that an in-house counsel provides at much larger companies.

His broad experience in key areas allows him to provide guidance on many issues, bringing in other lawyers from the firm only when their expertise in their own areas is called for. He takes pride in digging in and understanding the client's underlying business. That knowledge, together with his strong background in finance, accounting and business, gives him a unique ability to bring added value to the lawyer-client relationship.

Corporate Finance, Securities and Commercial Finance

Mr. Levy has represented companies and investors in a variety of private equity transactions. He has prepared private placement memoranda for many different types of business and has handled the compliance with federal securities laws and provincial laws. He is also an experienced commercial lawyer, representing banks and other financial institutions in a wide variety of matters, including mortgages, lines of credit, asset-based loans, equipment leases and syndication of loans.

Mergers and Acquisitions

As a mergers and acquisitions lawyer, Mr. Levy has represented both buyers and sellers in a wide range of middle-market M&A transactions including tax-free mergers, spin-offs, cross-border sales of business assets, corporate restructurings, stock purchases and management-led buyouts (LBOs). His extensive due diligence experience helps prepare both buyer and seller of the business and reduces unwanted surprises that often upset deals at last the minute. He has represented buyers and sellers in transactions ranging from small local businesses to large industrial family-owned business, throughout Canada and the United States.

Technology Law

Mr. Levy brings more than 6 years' experience to his technology law practice. He has represented clients ranging from start-ups to established companies in the areas of computer software and services, e-commerce and internet, telecommunications infrastructure, computer hardware and other high tech businesses. He also provides legal services and solutions to the firm's low tech and non-technology business clients, who face a broad range of technology issues in today's business environment.

Intellectual Property Law

Mr. Levy has significant experience in securing and protecting a business' intellectual property, including trademarks, copyrights, know-how and trade secrets, through combinations of registrations, contractual restrictions and licensing agreements.

Tax Law, Wills and Estates

Taxes play a major role in many personal and business decisions. Mr. Levy's strong tax background gives him the knowledge and experience to spot issues that another business lawyer might overlook, often bringing added value to the economics of the transaction. In addition, Mr. Levy advises many of the firm's clients on specific estates, wills and tax issues and renders the appropriate opinions.

Education

• CPMA, Mortgage Agent/Broker, Independent Mortgage Brokers Association of Ontario. Awarded in June 2009.
• JD, Juris Doctor, Osgoode Hall Law School, York University, ON. Degree conferred in June 2007.
• CFA, Chartered Financial Analyst, CFA Institute, Charlottesville, VA, USA. Awarded in September 2004.
• CSC, Canadian Securities Course, Canadian Securities Institute, Toronto, ON. Awarded in February 2003.
• MBA, Master of Business Administration, Schulich School of Business, York University, ON. Degree conferred in June 2002.
• HBSc, Honours in Bachelor of Science, University of Toronto & York University, ON. Degree conferred in November 2000.

Memberships

• Law Society of Upper Canada
• Ontario Bar Association









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