Julie K. O’Neill

Julie has years of proven experience helping clients in many industries including life sciences, medical devices, Web-based retailing, software, healthcare, and mobile applications. She has handled equity financings and M&A transactions ranging from $100,000 to $30 million.

Other experience

Entity formation and corporate structure, financings, and M&A

• Creators of a dating website starting with formation of the entity, through the entity’s lifespan, including four rounds of equity financing, a round of venture debt financing, and a sale of the entity to Match.com.
• Distributor of genomic-based reagents and fluorescent in situ hybridization (“FISH”) probes for aiding the study and understanding of numerous cancers, from formation of the entity through its lifespan including two rounds of equity financing, a debt financing, and a sale of the entity.
• An insurance risk compliance solution provider in its conversion from a New Jersey limited liability company to a Delaware corporation and a subsequent Series A financing.
• A custom wine creator and distributor in its conversion from a California S corporation to a Delaware C corporation, a subsequent preferred stock financing, and multiple trademark filings.

Other financings

• Creators of a mobile application that recognizes consumer products on a television screen or other visual medium and directs the consumer to websites where the products can be purchased. The founders had initially set up a German entity to hold the intellectual property. Julie helped them set up a Delaware corporation to become the parent entity and negotiated strategic partnering arrangements with German and Swiss media companies. With Julie’s help, the company is currently raising $6 million in a Series A financing.
• A company whose founders are the inventors of “wearable technology” designed to improve workplace safety in a $30 million equity financing. The lead investor was a major insurance firm that simultaneously entered into a strategic partnership with the company. Julie handled the documentation for the financing, filings, and closings.
• Owner and operator of several Mexican restaurants in Manhattan and Montauk in its first and second rounds of equity financing.
• Craft brewery start-up entity raising funds for its brewery buildout, including negotiation of a complex operating agreement addressing competition, conflicts, and other issues of concern to the founders and the investors.