Betzen, Mark E.

Current Employment Position(s)

Partner

Lawyer Overview

Mark Betzen has more than 20 years' experience advising business entities and corporate directors with respect to transactional matters involving publicly traded and closely held companies, including mergers, acquisitions, dispositions, spin-offs, recapitalizations, and restructurings. He also has extensive experience in equity, debt, and hybrid financing transactions, including initial public offerings and other registered offerings, private placements, Rule 144A offerings, exchange offers, and issuer tender offers. In addition, he regularly counsels clients on corporate governance, fiduciary duties, and disclosure and other securities law compliance matters. Mark co-heads the Mergers & Acquisitions Practice for Jones Day's Texas region.

Clients that Mark has advised include Albertsons, Alon USA Energy, Dell, Dow Corning, J.C. Penney, Louisiana-Pacific, Macy's, Micron Technology, Piper Jaffray, Quicksilver Resources, Sterling Software, and Washington Group International, as well as directors, boards, and committees of directors of various public and private companies.

Mark is a member of the editorial board of The Corporate Compliance & Regulatory Newsletter.

Areas of Practice

• Mergers & Acquisitions
• Capital Markets
• M&A
• Corporate Governance
• Joint Ventures & Strategic Alliances
• Consumer Products & Retail

Representative Cases

• Albertson's acquired by consortium of investors for $17.4 billion , (2009)
• Albertson's acquires New Bristol Farms
• Albertson's acquires Shaw's Supermarkets
• Alon USA Energy acquires Paramount Petroleum for $407 million
• Alon USA Energy acquires petroleum refinery from Valero Energy for $433 million
• Alon USA Energy completes IPO of $187 million of Common Stock
• Alon USA Energy subsidiary issues $216.5 million of Senior Secured Notes in a Rule 144A offering and simultaneously amends credit facility
• Bayer AG sells GE Bayer Silicones for $604 million
• Cisco Systems acquires Active Voice Corp.
• Cisco Systems acquires Allegro Systems
• Cisco Systems acquires Andiamo Systems
• Cisco Systems acquires AuroraNetics
• Cisco Systems acquires ExiO Communications Corp
• Cisco Systems acquires Hammerhead Networks
• Cisco Systems acquires Navarro Networks, Inc
• Cisco Systems invests in technology companies
• Federated completes $400 million and $2 billion commercial paper programs , (2009)
• Federated completes $957 million tender offer to purchase outstanding debt securities
• Federated completes a public offering of $1.1 billion of Senior Notes by Federated Retail Holdings, Inc.
• Federated completes a public offering of $1.6 billion of Senior Notes
• Federated completes a public offering of $350 million of Convertible Subordinated Notes
• Federated completes a public offering of $350 million of Senior Notes
• Federated completes a public offering of $350 million of Term Enhanced Remarketable Securities
• Federated completes a public offering of $400 million of Senior Notes
• Federated completes a public offering of $450 million of Senior Notes
• Federated completes a public offering of $450 million of Senior Notes
• Federated completes a Rule 144A offering of $750 million of Senior Notes and Debentures
• Federated Department Stores acquires Broadway Stores for $1.6 billion , (2009)
• Federated Department Stores acquires Joseph Horne Co. , (2009)
• Federated Department Stores form strategic alliance with Citigroup Inc
• Federated Dept. Stores merges with R.H. Macy & Co.
• Federated repurchases $2 billion of Common Stock through accelerated share repurchase agreements
• Federated sells Bridal Group division to Leonard Green and The Men's Wearhouse
• Henley Group sells M.W. Kellogg Company
• Hollywood Entertainment completes a public offering of $105 million shares of Common Stock
• Hon Hai Precision acquires 90% interest in Sony Baja California
• J.C. Penney sells its Direct Marketing Services Business to AEGON
• Kinko's involved in $460 million recapitalization
• Kinko's is purchased by FedEx Corporation
• Louisiana-Pacific completes $132.7 million public offering of Common Stock
• Louisiana-Pacific completes a public offering of $200 million of Senior Subordinated Notes
• Louisiana-Pacific completes a public offering of $390 million of Senior Notes
• Louisiana-Pacific issues $375 million of Senior Secured Notes and Warrants in a Rule 144A offering and simultaneously closes credit facility , (2009)
• M. A. Hanna acquires Day International
• Macy's completes a public offering of $650 million of 7.875% Senior Notes , (2009)
• Macy's announces $950 million tender offer for outstanding senior notes , (2009)
• Macy's completes a public offering of $350 million of Senior Notes
• Maybelline completes a $100 million tender offer of common stock , (2009)
• Maybelline forms joint venture to conduct business in the People's Republic of China
• Maybelline obtains $190 million credit facility
• Medco Research merges with King Pharmaceuticals
• Michaels completes a public offering of $125 million of 10-7/8% Senior Notes
• Micron Technology forms IM Flash Technologies, a $5.2 billion joint venture with Intel Corporation , (2009)
• Micron Technology forms MeiYa Technology Corporation, a joint venture with Nanya Technology Corporation , (2009)
• Morgan Stanley International Real Estate Funds acquires Canary Wharf Group , (2009)
• Morrison Knudsen Corp acquired by Washington Construction Group , (2009)
• Murray Ohio Manufacturing sells to Tomkins PLC , (2009)
• Nextel bids for NextWave Telecom , (2009)
• Overhead Door acquires North American and European overhead door businesses of Wayne-Dalton , (2009)
• Pillowtex acquires Fieldcrest Cannon , (2009)
• Piper Jaffray & Co. acts as financial advisor to Lone Star Funds $568 million acquisition of Lone Star Steakhouse
• Piper Jaffray acts as financial advisor in Dave & Buster's acquisition by Wellspring Capital Management
• Piper Jaffray advises in Hard Rock Cafe and Casino business acquisition
• Piper Jaffray provides financial advice in $3.2 billion acquisition of OSI Restaurant Partners
• Quicksilver completes $150 million of Convertible Subordinated Notes in a public offering
• Quicksilver completes a Rule 144A offering of $130 million of Convertible Subordinated Debentures
• Quicksilver completes public offering for $350 million of Senior Subordinated Notes
• Quicksilver completes public offering of $475 million of Senior Notes , (2009)
• Ransburg acquired by Illinois Tool Works , (2009)
• Special Committee of the Board of Directors of STATS ChipPAC Ltd. makes $1.6 tender offer for interest in company by Singapore Technologies Semiconductors Pte.
• Sterling Commerce completes IPO of $288 million of Common Stock , (2009)
• Sterling Software acquires Cayenne Software
• Sterling Software acquires Mystech Associates
• Sterling Software acquires Synon Corp
• Sterling Software acquires Texas Instruments Software
• Sterling Software completes public offering of 12 million shares of Common Stock , (2009)
• Sterling Software forms spin-off of Sterling Commerce , (2009)
• The Hampstead Group acquires United Inns , (2009)
• The Hampstead Group involved in recapitalization of The Forum Group
• The Hampstead Group makes tender offer for shares of The Forum Group
• The Henley Group participates in a serial disposition program for PA Holdings
• Washington Group International acquires Raytheon Engineers & Constructors from Raytheon Company and settles price adjustment dispute , (2009)
• Washington Post Co acquires H&C Communications
• Wasserstein & Co involved in serial disposition program for KDI Corp
• Wasserstein & Co sells Yardley North America and Yardley Colombia businesses
• Wasserstein distributes common stock of Maybelline
• Zurn Industries acquires Eljer Industries
• Zurn Industries merges with U.S. Industries , (2009)

West Practice Categories

Banking & Finance Law, Business & Commercial Law, Business Organizations, Business Successions, Closely Held Businesses, Corporate Governance, Directors' & Officers' Liability, Dissolution, Formation & Business Planning, Franchising, Joint Ventures, Limited Liability Companies, Mergers, Acquisitions & Divestitures, Non-profit & Tax-exempt Organizations, Partnerships, Reorganizations, Shareholders' Rights, Trade Associations

Bar Admissions

• Texas

Education

• Texas Tech University
• U of Texas - Austin

Published Works

• SEC Approves Amendment to Eliminate Discretionary Voting by Brokers in Uncontested Elections of Directors and Proposes New Disclosure Rules, 2009
• SEC Proposes New Rules Facilitating Shareholder Nominations of Directors, 2009
• Merger and Acquisition Activity is Down, But Not Out, Dallas Business Journal, 2009
• Investor Group Intentionally Triggers "Poison Pill", 2009
• Nominating and Governance Committee Action Items for Autumn 2008: No Time To Waste, 2008
• The CSX Decision Regarding Beneficial Ownership and Group Formation, 2008
• Defusing Hedge Fund Attacks, Mergers & Acquisitions, 2007
• Two-Step Transactions Coming Back into Fashion: Reappraisal of the Best-Price Rule Could Revive a Once-popular Form of Corporate Courtship, coauthor, National Law Journal, 2006
• An Ounce of Prevention: Managing the Increased Threat of Appraisal Proceedings Under Delaware Law, 2005
• Insuring for Accuracy - Representation and warranty policies can help purchasers close a deal, Legal Times, 2005
• Good Faith Issues Present New Risks for Directors and Officers, 2005
• Certain Antitrust Implications of Pre-Closing Restrictive Covenants, 2004
• Rule 10b-5 and Related Considerations in Acquisition Agreements, 2004

Address

2727 North Harwood Street
Dallas, TX 75201-1515

Phones

1.214.969.3704 (Business Phone)
1.214.636.1258 (Mobile Phone)

Faxes

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Websites

http://www.jonesday.com