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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

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Private Equity

Sophisticated legal counsel for private equity sponsors, portfolio companies, investors, and middle-market transactions.

Johnston Allison Hord’s team of experienced private equity attorneys provides full-service capabilities to a diverse array of financial sponsors throughout the Charlotte region and beyond. We provide business-focused legal counsel on fund formation, tax structuring, mergers and acquisitions, portfolio company management, and exit strategies. 

Our attorneys understand the pace, complexity, and operational demands of private equity investments. We work closely with portfolio companies to provide legal guidance and support, enabling them to achieve their business objectives while navigating the complex legal landscape. Our team offers industry expertise representing clients on both the buy and sell side of transactions.

Private Equity Legal Services

  • Fund formation and capital raising
  • Mergers and acquisitions
  • Regulatory and securities compliance
  • Corporate governance
  • Taxation
  • Due diligence
  • Employee benefits/incentive equity
  • Exit Strategies, recapitalizations, and liquidity events

Cross-Disciplinary Support

Our clients have access to all practices within the firm, including employment and labor, environmental, business litigation, commercial real estate, taxation, and employee benefits. Our ability to collaborate across practices ensures our clients receive comprehensive and tailored legal advice.

JAH Can Help

Our private equity attorneys are committed to delivering sophisticated legal counsel, efficient service, and an exceptional client experience to financial sponsors and portfolio companies.

Contact a member of our Charlotte, NC Private Equity Team.


Please note that the above text does not constitute legal advice nor does it create an attorney-client relationship.  Should you be in need of legal services regarding a particular matter, please reach out directly to one of our attorneys. Click here for our full website disclaimer.

Representative Experience

  • Actively represent multiple private equity firms and sponsor-backed platforms in connection with ongoing acquisitions and associated fund formation, capital raising, and loan activities.
  • Represented network solutions company in $150+ million sale to PE-sponsored platform.
  • Advised final mile logistics company in connection with $250+ million recapitalization.
  • Advised C-suite management team and minority shareholders in connection with $200+ million merger.
  • Represented regional automotive services franchisee in $230+ million sale transaction to private equity firm.
  • Advised chemical company in $250 million sale to publicly-traded buyer. Our representation included HSR and CFIUS review processes.
  • Represented physician practices group in $80 million sale to private equity firm.
  • Member of advisory team to textile client in $140+ million multi-step sale transaction with two separate purchasers, including Hart-Scott-Rodino Act and CFIUS compliance.
  • Represented closely-held software development company in sale to private-equity acquirer, including negotiation and documentation of equity rollover.
  • Represented family-owned process piping (commercial and industrial) installation contractor in sale to private equity acquirer, including negotiation and documentation of equity rollover.

Group Members

  • Jon T. Coffin
    Jon T. Coffin

    Partner

  • J. Nicholas “Nick” Kendall
    J. Nicholas “Nick” Kendall

    Partner

  • Iyanu O. Lipede
    Iyanu O. Lipede

    Attorney

  • David S. Rugani
    David S. Rugani

    Partner

  • Jessica I. Shoop
    Jessica I. Shoop

    Attorney

  • Sheldon M. Stokes
    Sheldon M. Stokes

    Partner

  • View All

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Related Practices

  • Asset Protection Planning
  • Business Succession Planning
  • Business Transactions
  • Charitable Planning & Exempt Organizations
  • Condemnation Rezoning & Land Use
  • Construction
  • Creditors’ Rights
  • Elder Law & Special Needs Planning
  • Employment Practices & Benefits
  • Environmental
  • Estate Administration
  • Fiduciary Litigation
  • Litigation
  • Mediation & Arbitration
  • Mergers & Acquisitions
  • Nonprofit Entities & Tax-Exempt Organizations
  • Professional Services
  • Real Estate Advisory Services
  • Taxation
  • Trusts & Estates

Related Industries

  • Automotive
  • Distribution
  • Energy
  • Financial Services
  • Healthcare
  • Local Government
  • Manufacturing
  • Real Estate, Hospitality & Construction
  • Retail
  • Sports & Entertainment
  • Technology

News / Events

  • News June 1, 2026
    Sheldon Stokes Recognized in Charlotte Business Journal 2026 40 Under 40 List
  • Events, News May 20, 2026
    McKenna Fono Serves as Panelist for MBA Professionalism CLE Program
  • News April 1, 2026
    Johnston Allison Hord Earns Meritas Law Firms Worldwide Recertification 2026
  • News February 18, 2026
    Super Lawyers® 2026 Recognizes 33 JAH Attorneys
  • Articles, News February 4, 2026
    How New USPS Postmark Rule Impacts Legal and Contractual Deadlines
  • News January 5, 2026
    Business North Carolina Legal Elite 2026
  • Articles December 17, 2025
    2025 Legal News & Insights
  • News November 6, 2025
    Best Lawyers: Best Law Firms® 2026 Rankings
  • News October 6, 2025
    In Memoriam | Johnston Allison Hord Name Partner Morry Johnston (1937–2025)
  • Articles September 30, 2025
    Do You Need Foreign Qualification for Your Business?
  • News August 21, 2025
    Best Lawyers® 2026 in America Recognizes JAH Attorneys
  • News June 17, 2025
    2025 Summer Associates
  • Articles June 9, 2025
    When Can a Debtor Terminate a Uniform Commercial Code Financing Statement?
  • Articles May 14, 2025
    What Are Disclosure Schedules?
  • News February 18, 2025
    Super Lawyers® 2025 Recognizes 31 JAH Attorneys
  • News January 2, 2025
    Business North Carolina Legal Elite 2025
  • News December 30, 2024
    Corporate Transparency Act Requirements Halted: Stay of Injunction Vacated
  • News December 26, 2024
    Corporate Transparency Act Requirements Reinstated: Filing Deadline Extended
  • Articles, News December 18, 2024
    2024 Legal News & Insights
  • News November 7, 2024
    Best Lawyers: Best Law Firms® 2025 Rankings
  • News August 15, 2024
    Best Lawyers® 2025 in America Recognizes JAH Attorneys
  • Articles July 30, 2024
    Piercing the Corporate Veil: How to Avoid Personal Liability
  • News June 17, 2024
    2024 Summer Associates
  • Events, News May 15, 2024
    Meritas Annual General Meeting 2024
  • News May 13, 2024
    Sheldon Stokes Recognized at 2024 Meritas Women’s Leadership Awards
  • News April 23, 2024
    Sheldon Stokes Featured on BrandBuilders Podcast™
  • Articles, News April 11, 2024
    The Corporate Transparency Act Explained
  • News February 15, 2024
    David Rugani Takes Reins as Corporate Practice Group Chair
  • News January 16, 2024
    Super Lawyers® 2024 Recognizes 21 JAH Attorneys
  • News January 2, 2024
    Business North Carolina 2024 Legal Elite Recognizes 23 JAH Attorneys
  • Articles December 28, 2023
    2023 Legal Thought Leadership
  • Events, News October 2, 2023
    Johnston Allison Hord Volunteers with Roof Above
  • Articles May 18, 2023
    What is the Difference Between Private Equity and Venture Capital?
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