Our Team

Jon joined Bagley & Rhody, P.C. in 2015 and currently serves as the practice lead for the firm’s business law group.  Jon regularly represents corporate clients in a variety of matters including, but not limited to, formation, operations, succession planning, as well as mergers and acquisitions.  Jon’s experience is not just limited to corporate law, having also gained experience in estate planning and wealth preservation for high net-worth clients.  Jon’s broad range of experience and practical approach to problem-solving allows him to facilitate even the most complex transactions.  Jon has been recognized by his peers as a Super Lawyer “Rising Star” in the area of mergers and acquisitions.

Prior to joining the firm, Jon was an associate at a public accounting firm specializing in tax and corporate compliance matters where he obtained his license as a Certified Public Accountant (since inactive).

Jon currently resides in Anne Arundel County with his wife and children. When not in the office, Jon enjoys golfing, as well as attending Ravens football games with friends and family.

Representative Transactions:

Mergers and Acquisitions

• Represented a mid-Atlantic insurance provider in the sale of all assets to a private equity backed buyer for an aggregate purchase price of up to approximately $66 million upon the achievement of certain performance metrics.
• Represented a provider of commercial and residential fire suppression services in the sale of all outstanding equity to a private-equity firm for a total purchase price of approximately $26 million.
• Represented a mid-Atlantic insurance provider in the sale of all assets to a private equity backed buyer for an aggregate purchase price of up to approximately $39 million upon the achievement of certain performance metrics.
• Represented a multi-state commercial landscaper in connection with the sale of all outstanding equity and separately held real estate to an east-coast landscaper for an aggregate price of approximately $25 million.
• Represented the stockholders of a multi-state pharmaceutical sales company in the sale of all outstanding equity to a national pharmaceutical sales provider for a purchase price of up to $19 million upon the achievement of certain performance metrics.
• Represented a mid-Atlantic insurance provider in the sale of all assets to a private equity-backed buyer for an aggregate purchase price of up to $16.5 million upon the achievement of certain performance metrics.
• Represented a local mental health services provider in an asset sale to a national services provider for a total purchase price of approximately $5 million.
• Represented a buyer in the acquisition of all outstanding stock (via an IRC Section 336(e) election) in a general contractor specializing in construction repair services for a total purchase price $3.9 million.
• Represented a marine services company in connection with multiple asset acquisitions of regional competitors for a total purchase price of approximately $3.1 million
• Represented an out-of-market buyer in the purchase of real estate and business assets of a commercial boat retailer for a combined purchase price of approximately $3.5 million.

Estate Planning and Wealth Preservation

• Represented a client in the recapitalization and subsequent transfers via gift and sale of over 30 closely held real estate and operating business entities with a cumulative net worth of approximately $250 million.
• Represented a client in the recapitalization and subsequent transfers via sale for tax planning purposes of over 16 closely held real estate holding entities with a cumulate net worth of approximately $130 million.
• Represented a client in the recapitalization and subsequent transfers via sale for tax planning purposes of over 14 closely held operating business entities with a cumulative worth of approximately $60 million