About The Anderson Firm, P.C.

The Anderson Firm P.C. of Jersey City was founded by Trevor Anderson as a vehicle to pursue his purpose of unlocking the passions and potential of others. Through the Anderson Firm, he has created a law firm uniquely focused on integrating business advisory, performance coaching and legal guidance into a single platform that delivers massive value to its clients. In turn, he envisions a world where businesses are filled with high performing and fulfilled teams and where business founders, owners and executives fully realize the purpose of their businesses – to leave their lasting mark on our society.

We work intimately with business and healthcare leaders across many industries to propel them to the next level. At TAF, we safeguard your operations while creating the framework upon which you can achieve strategic outcomes and unparalleled results.

Trevor Anderson, Managing Partner

Trevor began his legal career in Atlanta, Georgia after graduating from Emory Law School. Since then, he has amassed a wealth of experience and insight representing and advising businesses and entrepreneurs of all sizes on both legal and strategic matters. As a consultant with Ernst & Young, Trevor advised and guided Fortune 100 companies on business issues including performance optimization, development and execution of strategic initiatives, and analyzing business risks. He has carried that acumen into his legal practice where he provides advisory and legal work to a range of clients, including private equity funds, multidisciplinary physician groups, ambulatory surgery centers, restaurants, health and wellness facilities and cannabis operators. He assists clients on a range of issues, including entity formation, healthcare fraud and abuse compliance, corporate governance, insurer reimbursement disputes, contract negotiations, healthcare practice and facility transactions, mergers, acquisitions, divestitures, and investor relations.

Trevor is singularly focused on providing massive value to his clients by providing legal solutions that are sensitive to and promote business goals. By combining his consulting and advisory experience to his healthcare and corporate law practice, he is able to eliminate the need for multiple professionals, and multiple expenses by playing the roles of outside counsel and business advisor.

Accolades/Education:

• Wake Forest University, B.A. in Philosophy
• Emory University School of Law, Certificate in Transactional Law Skills
• Professional Risk Managers’ International Association, Associate PRM Certificate
• Business Networking International, President of Jersey City Chapter (2020)

Bar Admissions:

• New Jersey
• New York
• Georgia

Sample Experience:

Healthcare: General Corporate

• Serve as outside general counsel for NJ multidisciplinary Pain Management and Orthopedic practice with six offices and 10 providers
• Serve as outside general counsel for NJ mental health practice with 35 clinicians for
• Restructured NY pediatric physical therapist practice to implement a captured MSO model
• Successfully rolled back a six figure recoupment action by Horizon BCBS
• Successfully represented a NY multidisciplinary practice in a Special Investigations Unit audit
• Prepare employee handbook for multiple practices and design its rollout and implementation models

Healthcare: Transactions

• Represented physician group in the $3,900,000 acquisition of medical office building and negotiated leases with existing and new tenants.
• Represented physician group in the $1,750,000 acquisition of six (6) medical office suites medical office building and negotiated leases with existing and new tenants.
• Represented dermatology practice in the $4,500,000 asset acquisition of a competing practice.
• Represented physician in the combined $1,700,000 acquisition of a medical practice and medical office suite.
• Represented physician in acquisition of minority stake in a New Jersey ambulatory surgical center.
• Represented chiropractic practice in the $750,000 sale of its practice to a corporate consolidator.
• Represented veterinarian practice in the $6,000,000 sale of two practices to a private equity backed buyer.
• Represented veterinarian practice in the $6,800,000 sale of three practices to a national veterinary consolidator.
• Represented multidisciplinary group providing concierge healthcare services in the formation of a joint venture and management organization and the subsequent sale of interests therein.

Cannabis – Fund Formation and Deal Work

• Serve as fund counsel for $100,000,000 real estate investment fund specializing in cannabis uses.
• Represent client as borrower of $13,750,000 real estate loan for the financing of cannabis facility buildout and working capital.
• Represent client in the issuing of $14,000,000 in preferred equity to restructure investment vehicle capital stack.
• Represent client in the evaluation of cannabis real estate venture in Colombia and preparation of cross border lease arrangements
• Represent client in the enterprise reorganization of multistate operator controlling seven licenses.
• Represent client in the $1,050,000 purchase of cannabis genetic strains.

General Corporate

• Represented private lender in $3,200,000 real estate backed loan.
• Represented a retail hardware store in its $950,000 sale to a regional competitor.
• Represented a regional auto parts chain in the $1,400,000 acquisition of a competing auto parts store.
• Represented media and technology company in the following transactions:
  • Sale of 83(b) profits interests to key employee;
  • IRC Section 355 split-off of media assets to minority shareholder; and
  • Buyout of existing ESOP.
• Represented an Israeli private equity firm in a $2 million structured finance investment into real estate software platform.
• Represented real estate holding company in restructuring $74 million of senior debt to maintain bankruptcy remote status.

Zachary J Levy

Zach began his legal career in “BigLaw” as a real estate finance attorney focused on lender representation for large-scale commercial development projects, both locally (New York Metropolitan area) and nationally. As an attorney for King & Spalding, Zach represented a wide spectrum of clientele from large, nationally-based institutional banking lenders to mid-sized, regional debt funds on a variety of matters surrounding real estate developments and financing; typical transactions ranged in commitment amounts of $40MM – $250MM, and as high as $500MM. After gradually becoming disheartened by the billable hour-focused culture of “BigLaw” firms and the inability to pursue personal areas of interest, Zach struck out on his own and joined Trevor at TAFPC in early 2021. Driven by an insatiable desire to learn and pursue unique opportunities, Zach has made a concerted effort to push into the cannabis space through his foundational background as a real estate finance attorney.

Education:

• Benjamin N. Cardozo School of Law, Yeshiva University, J.D.
• American University, B.A. in Law & Society

Bar Admission:

• New York

Sample Experience:

Real Estate Finance Matters (Cannabis-Related)

• Represented a private lender in connection with a $8,500,000 loan for a cannabis cultivation facility in Otisville, NY consisting of approximately 70 acres of land and 200,000 square feet of outdoor grow greenhouses.
• Represented the borrower in connection with a $13,750,000 loan for the acquisition and initial operational funding for a cultivation and retail cannabis operation in Mount Holyoke, Massachusetts.
• Represented a private lender in connection with a $3,900,000 loan for the purpose of finalizing the buildout and funding of initial operational capital for a cannabis cultivation facility in Milton, New York consisting of approximately 21,552 square feet of industrial warehouse space, with an accompanying retail building consisting of approximately 1,000 square feet of public floor space.
• Represented a private lender in connection with a $9,000,000 loan for the buildout and final capital expenditures related to a 23,000 square foot cannabis cultivation facility located in Santa Ana, California.
• Represented a private lender in connection with a $4,500,000 loan for the acquisition and re-development of a 5-property portfolio in the State of Ohio consisting of separately operated adult-use cannabis dispensaries; the transaction also included a carried equity interest concept for the upside future sales of each respective property.
• Represented a debt fund as purchaser and master landlord in connection with the closing of an $11,000,000 sale-leaseback transaction in the State of Missouri consisting of a 6-property portfolio made up of separately operated retail cannabis dispensaries.
• Represented a private lender in connection with a $7,500,000 loan for the development of a 50,000 square foot industrial cannabis cultivation facility located in Los Angeles, California.
• Represented a private lender, as co-lender, in connection with the modification and capital stack re-shuffle of an $18,000,000 loan for an industrial cultivation and retail dispensary facility located in Las Vegas, Nevada.
• Represented a private lender in connection with a $3,800,000 loan for the purpose of finalizing the buildout and funding of initial operational capital for a cannabis cultivation facility in Milton, NY consisting of approximately 21,552 square feet of industrial warehouse space, with an accompanying retail building consisting of approximately 1,000 square feet of public floor space.

Business Advisory and Consulting

• Represented the purchaser in connection with the acquisition of an organic waste transportation and disposal company located in Northern New Jersey.
• Represented the purchaser in connection with the acquisition and handoff transition of a landscaping design, construction and maintenance company located in Bozeman, Montana.
• Represented an energy sector hedge fund in connection with its formation and initial operations.
• Drafted all internal corporate documentation, formed the entity and registered it in a foreign jurisdiction in order to begin operations
• Drafted the fund’s confidential private placement memorandum and accompanying documentation
• Analyzed current regulatory updates in order to advise on strategies for services offered
• Represented a club promoter/restaurateur in connection with forming a new corporate venture.
• Drafted corporate by-laws, shareholder agreements and board resolutions
• Strategized unique and creative solutions for tax realization issues created by New Jersey local laws
• Represented a healthcare provider in connection with a dispute with a third-party vendor over statutorily required maintenance standards of high-powered radiology equipment.
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