Jared D. Mobley

Assisted clients in North Carolina tax planning and compliance and in controversies with the North Carolina Department of Revenue, as well as real and business personal property tax matters

Assisted clients in forming 501(c)(3) charitable organizations and on-going compliance

Served as Tax counsel for Charlotte-based, private equity firm Carousel Capital on its sale of Caldwell & Gregory, a leading provider of turnkey laundry facility management services for customers in the university and multi-family housing market, to Incline Equity Partners

Served as Tax counsel for Charlotte-based private equity firm Ridgemont Equity Partners in its leveraged acquisition of Allied 100 Group, Inc., a distributor of automated external defibrillators (AEDs) and ancillary parts and accessories, as well as a proprietary, SaaS-based medical direction software solution, from Thompson Street Capital Partners

Served as Tax counsel for CapitalSouth Growth Fund and related funds, in numerous mezzanine debt and equity investments and exit transactions

Served as Tax counsel for Charlotte-based, private equity firm Carousel Capital in its acquisition, ownership and ultimate sale of Express Oil, one of the largest independent automotive platforms in the United States, to Golden Gate Capital

Served as Tax counsel for Charlotte-based, private equity firm Carousel Capital on its acquisition, ownership and ultimate recapitalization of Transflo, a leading mobile, telematics, and business process automation provider to the transportation industry, to True Wind Capital Management

Served as Tax counsel for Red Ventures, a leading digital marketing services company, in numerous strategic investments and acquisition transactions

Assisted clients with family office and succession planning and estate administration matters, including creation of family succession and trustee plans, creation of will, trust and power of attorney documents, formation of family LLCs, and client representation in estate tax audits

Served as Tax counsel for Hexagon AB, a measurement technologies company headquartered in Sweden, in multiple acquisitions, including its acquisition of Intergraph Corporation, a leading software and engineering company

Assisted clients in all aspects of federal tax credit and North Carolina and South Carolina state tax credit transactions, including historic tax credits and renewable energy tax credits

Served as Tax counsel for Charlotte-based, private equity firm Carousel Capital in its leveraged acquisition of Huseby, Inc., a leading court reporting agency in the United States