Jacob Schtevie

Jake was previously a partner at White & Case in Chicago.  

• The Legal 500 United States – Finance - Commercial Lending (2024)
• Chambers USA - Banking & Finance (Illinois) (since 2023)

• Leveraged Loans: Five Trends to Optimize the Capital Structure, 2019, PartnerConnect Midwest

• Represented BMO Sponsor Finance in financing for Sterling Investment Partners’ acquisition of PROtect, a leading provider of risk mitigation and regulatory compliance services.

• Represented BMO Sponsor Finance in financing for the acquisition of DFS Fire Systems by Better Protection, a platform company of Abry Partners.

• Represented Bank of Montreal in connection with financing for Charlesbank Capital Partners’ acquisition and merger of Kleer and Membersy, the nation’s two largest providers of technology-driven dental membership plans.

• Represented Maximus, Inc. (NYSE: MMS) in connection with the amendment and extension of its $1.9 billion senior credit facilities.
• Represented BMO Sponsor Finance in financing for MidOcean Partners’ investment in GridHawk.
• Represented Invesco Senior Secured Management, Inc. in financing for One Equity Partners’ carve-out acquisition of Associated Spring, an engineered spring and precision components manufacturer, from Barnes Group Inc. (NYSE: B).
• Represented BMO Sponsor Finance in financing for Sterling Investment Partners’ investment in Banner Industries, a producer and distributor of high purity and industrial flow components.
• Represented BMO Sponsor Finance in financing for Leeds Equity Partners’ acquisition of Big Blue Marble Academy, a provider of early childhood education programs.
• Represented BMO Sponsor Finance in financing the acquisition of Bevolution Group by Sunny Sky Products, a portfolio company of The Jordan Company.
• Represented BMO Sponsor Finance on financing for Fort Point Capital’s acquisition of Visu-Sewer, a wastewater infrastructure rehabilitation and maintenance services provider.
• Represented BMO Sponsor Finance in financing the acquisition of Kantola Training Solutions by Traliant, a portfolio company of PSG.
• Represented BMO Sponsor Finance in financing the acquisition of Datametica by Onix, a portfolio company of Tailwind Capital.
• Represented the Lead Arranger in a senior recurring revenue credit facility provided to finance the acquisition by a private equity firm of a software company.
• Represented the Lead Arranger in a senior facility provided to finance the acquisition by a private equity firm of a payment processing/services company.
• Represented the Lead Arranger in a senior facility provided to finance the acquisition by a private equity firm of a specialized construction company.
• Represented the Lead Arranger in a senior facility provided to finance the acquisition by a private equity firm of a food manufacturer.
• Represented the Lead Arranger in a USD and Canadian Dollar senior facility provided to finance the acquisition by a private equity firm of a business services company.
• Represented the Lead Arranger in a senior facility provided to finance the recapitalization of a private equity-owned fintech company.
• Represented the Lead Arranger in a senior facility provided to finance the recapitalization of a private equity-owned equipment management company.
• Represented the Lead Arranger in a first out/last out unitranche facility provided to finance the acquisition by a private equity firm of a business services company.

_{* Jake advised on some of these matters prior to joining Willkie.}