Biography

Julie works with business owners on corporate and real estate transactions, succession, and estate planning. She plays a general counsel role (a "quarterback," as she says) on transactions and counsels clients on issues like business transition and succession planning, and estate planning.

She has a background in finance, and has always been very "numbers" and business focused. She enjoys spending time with her husband, her dog, and her golf clubs.

Throughout her career, she has advised companies and their owners in all facets of their business interests. Julie's finance and legal background enables her to counsel clients in mergers and acquisitions, recapitalizations, real estate transactions, estate planning and wealth transfer matters, succession planning, and individual and corporate tax planning. From startups to mature companies, she advises business owners on various legal matters, with a focus on the significant business issues at hand.

Julie serves as a volunteer member on advisory panels for PowerLink, and the Center for Women in Business, Institute for Entrepreneurial Excellence, University of Pittsburgh, an organization assisting women-owned businesses.

• Email
• vCard
• LinkedIn Profile

Representative Matters

• Represented real estate client in $37 million 294,000 square foot, four building multi-tenant office complex deal.
• Negotiated 247,000 square foot, multi-tenant office building purchase worth about $27 million.
• Represented real estate client in $15 million 117,000 square foot multi-tenanted office building, two free-standing outparcel buildings matter.
• Negotiated an $8 million 180 multi-family unit apartment complex purchase.
• Negotiated a $10 million office building purchase.
• Represented a real estate client in the purchase of a 36,465 square foot office building that included construction and development funding.
• Represented the selling group in a $10 million sale of a national software consulting firm.
• Represented a national software consulting firm in a $1 million acquisition of a California-based software consulting firm.
• Represented the purchasers of a $3 million regional construction firm.
• Represented a surgery center in the private placement of equity securities for the start-up, and construction funding.
• Represents a national health care public relations firm as general counsel.
• Represented a minority owner in the sale of its interest in a $12 million real estate partnership development.
• Represented numerous shareholders/business owners in business divorce or shareholder dispute matters.
• Represented several family owned businesses in business succession matters and planning.

Professional Affiliations

• Pennsylvania Bar Association
• Allegheny County Bar Association
• Executive Committee and Board Member, The Children's Home of Pittsburgh and Lemieux Family Center
• Advisory Board, Simplex Group

Background

• 2009  Metz Lewis Brodman Must O'Keefe LLC
• 1997  Morella & Associates