Julie A. Herzog

Bio

Practicality. Julie gets great satisfaction from offering legal advice that makes practical business sense—and, at the same time, is equal to the expertise Colorado companies might get in Washington D.C. or New York. After years of working in top tier law firms and years more of owning her own business, Julie understands the value an attorney’s advice can bring to a business—as long as it’s practical. That combination, expertise and practicality, defines Julie’s practice.

Julie specializes in corporate, securities, and merger and acquisition transactions. She has handled transactions valued at over $3 billion dollars for major public companies and investment banks and enjoys working with a diverse clientele that ranges from Fortune 100 corporations to startups, family offices, and venture capital and private equity funds. Her clients represent a variety of industries, such as: energy, healthcare, medical devices, technology, manufacturing, media, cable and telecommunications, entertainment, real estate, and consulting and other services. She has counseled a number of companies from inception through their initial public offerings or successful sales. 

Every client is different in so many ways, and Julie has earned a reputation for respecting their uniqueness. She takes a refreshingly down-to-earth approach to meeting her clients’ business objectives, while appropriately addressing the legal and business risks. Having been on both sides of the desk, she understands the importance of timeliness, efficiency and other factors that create quality customer service—and that’s what she delivers.

Before joining the firm in January 2003, Julie practiced corporate and securities law for more than eight years at major international law firms (Morrison & Foerster's Denver office and Jones, Day, Reavis & Pogue's Chicago office) and regional firm Davis, Graham & Stubbs. In 2004, she started her own clothing business, grew the business over three years and successfully sold it in 2007. Her experience managing the entire lifecycle of a business adds value to her work with clients.

Julie stays actively involved in the law community and in the industries she serves. She has published law review articles on securities law in the George Washington Law Review and oil and gas law in the Baylor Law Review, and is frequently quoted in the regional and national press on corporate governance and securities issues. She is often asked to lecture on entity formations, technology transactions, mergers and acquisitions, and venture capital financings to trade organizations and bar associations. 

Julie enjoys spending time with her husband Bill Mosher and pre-school age triplets, yoga, golf, running with her black lab, skiing, cooking and reading.

Practice Areas

• Entity and fund formations
• Domestic and international public and private mergers and acquisitions
• Partnerships, joint ventures and strategic alliances
• Management buyouts, debt and equity financings (including angel investments, venture capital, private equity and public offerings)
• Technology transfer and licensing
• Corporate governance matters
• Securities and stock exchange compliance
• Commercial transactions
• Real estate development 

Bar Admissions

• Colorado
• Illinois (inactive)

Education

• Juris doctor, cum laude, Southern Methodist University, 1994—served as Law Review Managing Editor and elected to Order of the Coif (top 10%)
• Bachelors of science in accounting and political science, with honors, Oklahoma State University, 1991
• Certificate in Authentic Leadership, Naropa University, 2003

Affiliations

• American Bar Association
  • Business Law Section
    • Mergers & Acquisitions Committee, Market Trends Subcommittee
    • Committee on LLCs, Partnerships and Unincorporated Entities
• Colorado Bar Association
  • Business Law Section
    • Mergers & Acquisitions Subsection
    • Securities Law Subsection
• Association for Corporate Growth
• Colorado Women’s Chamber of Commerce

Community Involvement

• Volunteer at Anchor Center for Blind Children
• Associate Board member of the Boys & Girls Clubs of Metro Denver for 5 years
• Guardian ad Litem through the Rocky Mountain Children’s Law Center 

Awards

• Denver Business Journal "40 under 40" in 2002
• Finalist in the "Mile Hi Leader" category for the Denver Business Journal’s “Outstanding Women in Business Awards” in 2005
• Honored as a “Woman of Accomplishment” by LawWeek Colorado in 2009 and selected as a finalist for “Top Woman Lawyer” in 2010 

Representative Recent Transactions

• Global leading publicly held medical technology company in connection with its domestic and international acquisitions of, and investments in, a number of privately-held companies and divestitures ranging in size from $20-80 million, including divestiture of a German subsidiary to a U.S. public company, a U.S. subsidiary to a Dutch company and acquisition of a privately held U.S. company
• Family office/private equity fund in connection with 10-15 hedge fund and real estate investments, debt financings and refinancings for real estate projects, including Fannie Mae loans, and development projects annually averaging approximately $80 million
• Publicly held environmental technology products and services company in connection with its public and private offerings, international and domestic mergers and acquisitions, joint ventures, stock exchange compliance, corporate governance and general corporate and commercial matters, including structuring and closing a $300 million joint venture for a new manufacturing facility, multi-million dollar PIPEs by strategic and financial investors and a $30 million registered direct offering 
• Medical documentation software and services company in connection with 5-10 acquisitions of privately-held companies per year over the last 5 years as part of its roll-up strategy, a $3 million Series A Convertible Preferred Stock offering to angel investors and $10 million Series B offering to a private equity fund
• Real estate developers and funds in connection with fund formations, Regulation D offerings, debt financings and development of various projects through Colorado
• Fortune 20 company in the healthcare industry in connection with its acquisitions of, and investments in, a number of privately-held companies and joint ventures
• $2.1 billion distributor of hardware and software products in connection with the negotiation and closing of all of its distribution agreements with 15-20 vendors representing over $250 million in revenue; prepared new hardware, software and services distribution and license agreements to standardize and streamline operations 
• Several start-up companies in connection with their formation, debt and equity financings, shareholder and buy-sell agreements, software development, technology licensing, manufacturing, supply and OEM agreements, website privacy policies and terms of use and various other commercial transactions