Shepard

Craig Shepard

Associate
Boston

I support innovative companies and their investors so that they can get back to what they do best.

Craig Shepard advises companies of all sizes from start-ups to public companies on corporate matters including formation, corporate governance, equity and debt financing, and mergers and acquisitions. He represents clients in a variety of industries including software, medical devices, pharmaceuticals, fintech, media, entertainment, and renewable energy.

Craig provides support and advice concerning intellectual property licensing, data privacy, employment matters including compensation and benefits, commercial transactions, and joint ventures. He also advises investors and venture capital firms regarding their investments in early and high growth technology companies. 

Craig has experience working in-house in several companies in the software, consumer goods, and technology metals industries. He leverages that experience to understand the business needs of his clients and to come up with creative solutions to their legal challenges. While in law school he served as editor-in-chief of the Boston College Intellectual Property and Technology Forum journal. He was also a student advisor for the Eagle Venture and Start-Up Center. In addition to his law degree he holds an M.B.A. from Boston College, Carroll School of Management.

Education

  • Boston College Law School, J.D., 2015 
  • Boston College Carroll School of Management, M.B.A., 2015
  • Siena College, B.A., Political Science, 2011, magna cum laude

Bar and Court Admissions

BAR ADMISSIONS
  • Massachusetts
  • New York
  • New Hampshire
COURT ADMISSIONS
  • U.S. District Court for the District of New Hampshire

Experience

EMERGING COMPANIES & VENTURE CAPITAL
  • AI fintech company in their $50 million Series C financing round with a pre-money valuation of $255 million
  • Fintech unicorn company involved in a $50 million tender offer through Nasdaq Private Market between certain purchasers and investors that had been involved in the company’s $100 million Series D financing round with a post-money valuation of over $1 billion
  • Belgium based venture capital firm in a dozen investments including SAFE, convertible note, and traditional equity round financings in companies in the fintech, gaming, blockchain, and biotech industries
  • Digital Therapeutics, Inc. (d/b/a Quit Genius) in their $64 million Series B financing round with a post-money valuation of $245 million
  • ZenML, Inc., a German based machine learning company, in their €2.7 million Series Seed financing round with a €10 million post-money valuation
  • Healthcare technology company in their conversion to an Up-C structure in preparation for their IPO
  • California based data-analytics insurance company in their $5.3 million Series Seed financing round with a post-money valuation of $20 million.
  • Cybersecurity company in their incorporation and $1 million Pre-Seed financing round with a post-money valuation of $6 million.
  • Leading eSports entertainment platform regarding corporate governance issues including board meetings, option grants, and share transfers
MERGERS & ACQUISITIONS
  • Local Bounti Corporation (NYSE: LOCL), a disruptive agricultural technology company in their de-SPAC merger with Leo Holdings III Corporation resulting in a $1.1 billion combined valuation
  • Balchem Corporation (NASDAQ: BCPC) in its $52 million acquisition of a privately held company that specializes in developing, marketing, and manufacturing products for the food and beverage industry
  • HVAC equipment and controls company in their sale of their west-coast subsidiary and later merger with HTS New England to become the largest independent HVAC solutions provider in New England
  • Global leader in the semi-conductor industry regarding their spin-out and joint venture financing with a Korean electronics conglomerate - the resulting Georgia based joint venture company valued at over $30 million provides chip packaging glass for semi-conductor industry leaders
TECHNOLOGY TRANSACTIONS, INTELLECTUAL PROPERTY AND LICENSING
  • E-Sports team in certain co-marketing and licensing agreements with various digital brands
  • Leading outpatient surgical care and diagnostic imaging company in their negotiation of numerous information technology services agreements
  • Virtual reality company regarding general corporate governance matters and intellectual property licensing issues
  • Leading NFT platform with their LLC to corporation conversion and other general corporate matters including stock option issues, employment agreements, privacy, intellectual property and contract licensing questions
RENEWABLE ENERGY PROJECT FINANCE
  • Solar developer in the acquisition and tax equity financing of two portfolios consisting of 17 projects located in Minnesota, Colorado, Michigan, California, and Maryland
  • Solar developer in the acquisition of 19 projects totaling 32 MW located in Massachusetts
  • Local counsel to a multinational bank in connection to its loan to a global investment and technology firm related to credit facilities in several energy portfolios across the United States totaling 350 MW
  • Lender and tax equity investor in connection to the financing of a 26.4 MW solar project

Publications

  • Contributor, The Charging Orders Practice Guide: Understanding Judgement Creditor Rights Against LLC Members, ABA Publishing, 2018

Honors & Involvement

HONORS
  • Editor-in-chief, Boston College Intellectual Property and Technology Forum Journal
  • Publications Editor, Boston College Law and Religion Journal
INVOLVEMENT
  • Boston Bar Association, Member
  • American Bar Association, Member
  • New Hampshire Bar Association, Section on Corporation, Banking and Business Law, Chair (2018-2019)