Attorneys in Charlotte, North Carolina

David S. Rugani
Main image for David S. Rugani

David S. Rugani

Partner

1065 East Morehead Street
Charlotte, North Carolina 28204
704.332.1181
F704.376.1628
O:704.998.2239
F:704.376.1628

Assistant

Sharon Robinson

704.496.6536
srobinson@jahlaw.com

Outside of
Work

Outside of Work

Dave enjoys traveling as far and as often as possible. Most recently, he visited Malaysia and Thailand where he enjoyed sampling the many different types of street food. A double graduate of Wake Forest University, Dave can often be found cheering on the Demon Deacons during basketball and football seasons.

I focus on providing clients with practical solutions to their business needs. That often involves a holistic assessment of the client’s business and industry, as well as the client’s specific legal needs and budget. My goal is to always be proactive, candid, and responsive. As a transactional attorney, I am used to working as part of the client’s advisory team in delivering practical results to complex business issues.

Practices

Industries

Admissions

Bar Admissions
  • North Carolina
  • South Carolina

Education

  • Wake Forest University School of Law (JD, 2013)
  • Wake Forest University (BS, 2009)
    • Finance

Associations

Professional

  • North Carolina Bar Association
  • Mecklenburg County Bar
  • South Carolina Bar

Outside of
Work

Outside of Work

Dave enjoys traveling as far and as often as possible. Most recently, he visited Malaysia and Thailand where he enjoyed sampling the many different types of street food. A double graduate of Wake Forest University, Dave can often be found cheering on the Demon Deacons during basketball and football seasons.

I focus on providing clients with practical solutions to their business needs. That often involves a holistic assessment of the client’s business and industry, as well as the client’s specific legal needs and budget. My goal is to always be proactive, candid, and responsive. As a transactional attorney, I am used to working as part of the client’s advisory team in delivering practical results to complex business issues.

Dave advises businesses and business owners on a wide variety of issues ranging from business formation and raising capital to sale transactions and other exit strategies. In particular, his practice includes representation of privately held middle-market companies in mergers and acquisitions. At the same time, he routinely works with companies on day-to-day operational issues, such as commercial contract review, financing, corporate governance, and succession planning. Dave works with clients in a diverse range of industries, ranging from manufacturing/distribution to technology and healthcare, all of which are constantly evolving business environments in the Carolinas. Dave’s approach emphasizes practical solutions that provide value of the client.

Representative Experience

  • Represented regional automotive services franchisee in $230+ million sale transaction to private equity firm.
  • Represented Software Corporation International, a provider of electronic payment solutions consulting services, in a sale to Persistent Systems, an Indian publicly-traded technology services company.
  • Represented private equity firm in connection with ongoing acquisitions and associated fund formation, capital raising, and loan activities.
  • Member of advisory team to textile client in complex, multi-step sale transaction with two separate purchasers, including a publicly traded corporation based in the U.K. that necessitated CFIUS compliance.
  • Acted as local counsel in international M&A transactions, including running due diligence processes on U.S.-based targets .
  • Represented minority shareholder and chief executive officer in $40+ million sale to private equity group.
  • Member of deal team advising manufacturing client in connection with $270 million merger with publicly traded company.
  • Represented IT solutions and consulting company in negotiating complex multi-party, service agreements for integrated technology solutions that include cloud, hardware, software, and service components.
  • Assisted in $26 million sale of network solutions company to employee stock ownership plan (ESOP).
  • Assisted with succession planning for $100+ million construction company for transition of ownership to employees and next generation of family.

Publications

  • Author, "Twenty-First Century Equity: Tailoring the Corporate Veil Piercing Doctrine to Limited Liability Companies in North Carolina," 47 Wake Forest L. Rev. 899 (2012).

News / Events

Honors / Awards