Partner

Location: Chicago
Phone: 312-726-0355

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David W. Lobdell


Practice Description

David brings a unique perspective to his practice, which focuses on serving the needs of privately-held businesses, high net worth families, private funds (including venture, hedge, debt and growth), and their investors. Leveraging his experience as a Managing Director and Principal of an early stage venture capital firm, the CEO of a family office for an ultra high net worth family with a very large private equity portfolio, the Managing Director and General Counsel of a hedge fund and related hedge fund platform, a consultant for a Fortune 500 company working to consolidate and develop healthcare businesses into joint venture opportunities with private equity partners, and an executive with two venture and private equity-backed businesses.

In particular, he works closely with emerging and growth-oriented businesses in initial organizational, structural and shareholder activities, capital formation and structuring matters, general corporate activities, private funds in initial organizational, structural and investor activities, and general regulatory compliance matters. He also works with high net worth family offices in connection with their unique legal needs that involve all facets of the family’s legal issues such as estate planning, investments, real estate (commercial and residential), banking, succession planning, governance, and asset protection.

He regularly supports the legal and business needs of both early stage and middle market firms in connection with equity and debt financings, joint ventures, mergers, acquisitions, and divestitures. Representative clients range from start-ups seeking initial financing, private funds in both the organizational phase as well as operational issues and compliance matters, high net worth family offices, individual entrepreneurs and executives, to international, private equity-backed businesses.

Prior Legal and Business Affiliations

Woodvale Partners, LLC, Managing Director, Oak Brook, Illinois (2009 – 2015)

Stafford Asset Management, LLC, Managing Director, Chicago, Illinois (2008 – 2009)

Comp-Optics, LLC (family office/equity owned), Managing Director, San Diego, California (2004 – 2005)

Zen Holdings, LLC, Managing Director, Chicago, Illinois (2004 – 2009)

All Optical Networks, Inc. (venture capital funded), Executive Vice President, Corporate and Legal Affairs, San Diego, California (2001 – 2003)

ForeFront Capital, LLC, Founder & Managing Director, Chicago, Illinois (1999 – 2005)

Binoomea Advisors, LLC, Founder & Managing Director, Chicago, Illinois (1997 – 1999)

Caremark International, Inc., Northbrook, Illinois
Corporate Counsel (1992 – 1997)
Vice President, International Business Development (1994 – 1997)

Burke, Wilson & McIlvaine, Associate, Chicago, Illinois (1988 – 1992)

Chadwell & Kayser, Associate, Chicago, Illinois (1987 – 1988)

 

Bar Admissions

  • Illinois, 1987
  • Wisconsin, 1987

Education

  • University of Wisconsin, Madison, Wisconsin
    • J.D., Doctor of Jurisprudence cum laude – 1987
  • Beloit College, Beloit, Wisconsin
    • B.A. cum laude – 1983