Cozen O’Connor: Shargel, Jason M.

OVERVIEW
EXPERIENCE

Recent News:
Best Lawyers Honors More Than 250 Cozen O'Connor Attorneys in Best Lawyers in America 2026 Edition
Best Lawyers selected more than 250 Cozen O'Connor lawyers from 26 of the firm's US offices for inclusion in the 2026 edition of The Best Lawyers in America.

Jason has more than 40 years of experience in the private practice of corporate and securities law. Having begun his career in the SEC's Enforcement Division, Jason's practice includes mergers and acquisitions, as well as the representation of issuers and funds in venture capital, growth capital, and other private equity financings. He has also represented issuers in a wide variety of public and private offerings of debt and equity securities.

Among his honors, Jason has been named the M&A Lawyer of the Year in Philadelphia by Best Lawyers in America for 2016, 2018, and 2023. Since 2006, he has been selected by Best Lawyers in America for Corporate Law and for mergers and acquisitions in Philadelphia. He has also been recognized as one of the top Corporate/M&A: Securities lawyers in Pennsylvania by Chambers and Partners USA each year since 2006, and was recognized as "highly regarded" in Capital Markets: Debt, Capital Markets: Equity, and M&A in Pennsylvania in IFLR1000 from 2019-2024.

Jason earned his law degree, magna cum laude, from the University of Pennsylvania Law School, where he was an editor of the law review and a member of the Order of the Coif, and his undergraduate degree, magna cum laude, from Columbia University. Following law school, he served as a law clerk to the Hon. A. Leon Higginbotham, Jr. on the U.S. Court of Appeals for the 3rd Circuit.

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Experience

Represented the sole member of Facility Compliance Services LLC and Facilities Compliance Fire Protection LLC in the sale of his businesses to Altus Fire & Life Safety, a portfolio company of funds advised by Apax Partners LLP, in a transaction that also included rollover equity.

Represented Burgiss, Inc., the principal owner of The Burgiss Group, LLC, a data analytics solutions provider, in its sale to MSCI (NYSE: MSCI), a global index provider and data firm, of the remaining 66 percent ownership of the company valued at $697 million.

Represented the shareholders of Aries Global Logistics, Inc., an international air and ocean freight forwarder, in its $105 million sale to NTG Air & Ocean USA, Inc., a subsidiary of NTG Nordic Transport Group A/S, a publicly traded Danish transportation company.

Represented a leading health and fitness direct marketing company in its acquisition of an on-demand fitness app, through a two-step merger transaction (reverse followed by forward).

Represented a provider of investment decision support tools for the private capital market in its sale of a substantial minority interest to a provider of critical decision support tools and services for the global investment community.

Represented Infinite Blue Applications, LLC, an application development platform, in a minority investment transaction by Foundry Capital that involved complex pre-transaction corporate restructuring and transaction tax planning.

Represented private equity firm PennSpring Capital, LLC in its sale of Securus Contact Systems LLC, a virtual receptionist and live web chat services provider for businesses, to Signpost Inc., a technology company that develops marketing automation software for local businesses to build customer relationships.

Represented Keystone Risk Partners, LLC, a firm specializing in captive insurance management services, in its sale to Ryan Specialty Group, LLC, a publicly traded international specialty insurance firm.

Represented a private equity firm in its acquisition of a majority stake in a mass text alert platform for businesses.

Represented an individual investor in acquiring a majority stake in a private equity data aggregation business located in the United States and United Kingdom.

Represented The Burgiss Group, LLC, a provider of systems and data on private capital, in its acquisition of Caissa LLC, a developer of an investment analytics software platform.

Represented private equity firm PennSpring Capital, LLC in its acquisition of Burch Supplies Company, Inc., an equipment and supplies distributor for the mining, industrial, and mineral processing industries, with a related real estate acquisition funded in part by a loan and in part by rollover equity.

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