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Philadelphia Office
1835 Market Street - Suite 1400
Philadelphia
PA 19103
215.569.4222 phone215.568.6603 faxjkatona@klehr.com
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Jon M. Katona

Partner | Corporate | Fund Formation

Biography

Jon Katona's practice encompasses a range of corporate, real estate and general business matters, with a focus on finance and private investment fund transactions.

He represents general partners and sponsors in the formation and management of private investment funds ranging in size from $10 million to over $2.5 billion, and funds in their real estate, debt and equity investments.  He represents fund sponsors in negotiating the terms of their involvement in fund management companies and general partners.  He represents funds in capital call subscription facilities and other fund-level financing transactions.

Mr. Katona represents institutional investors, real estate developers and management companies in structuring and implementing joint ventures, equity investments and debt investments across a wide variety of real estate asset classes, including office, multifamily/residential, parking, hotel, restaurant, retail and mixed-use projects.  He represents clients in structuring investments and raising capital from national and international institutions, including REITS and tax-exempt investors, as well as high net worth individuals, for single property and portfolio transactions.

Mr. Katona collaborates with colleagues to address tax-exempt (including UBTI), ERISA, REIT, securities law and other structuring issues that arise in the formation of investment funds, real estate joint ventures and other fund investment structures.

In addition to his fund and joint venture practice, Mr. Katona represents operating companies in reorganizations and merger and acquisition transactions (representing both acquirors and targets), and in capital raising transactions.  He also advises companies and other organizations, including non-profit organizations, and their boards of directors in connection with corporate governance and day-to-day operational issues.

Credentials

Education

Georgetown University Law Center, J.D. (1996)

Pennsylvania State University, M.B.A. (1991)

George Washington University, B.A. (1988)


Admissions

New York

Pennsylvania


Boards/Memberships

Member of the Executive Board of the Board of Directors,  Homeless Advocacy Project (HAP)

Publications
Co-Author, "New Antifraud Rule Adopted for Pooled Investment Vehicles," Klehr, Harrison, Harvey, Branzburg & Ellers LLP Alert, October 2007; and

Author, "Keeping Internal Investigations Confidential Is Getting Harder," Technology Times, April 2004