Jon A. Schmaltz

Jon A. Schmaltz is the Practice Group Leader of the Business and Personal Services Practice Group at Burke Costanza & Carberry LLP. With over 25 years of experience, Jon represents mid-sized businesses, family-owned enterprises, financial institutions, private equity investors, and real estate developers in complex business transactions, corporate structuring, and financial deals. His business-minded, creative, and detail-focused approach allows him to develop strategic solutions tailored to each client’s objectives.

Practice Focus

Business & Corporate Transactions

Jon advises corporate clients, private investors, and financial institutions in a wide range of business matters, including:

• Mergers and acquisitions, with a focus on private equity transactions and asset and private securities purchases and sales ranging from $5 million to $75 million.
• Corporate structuring and governance, including entity formation, joint ventures, and strategic partnerships.
• Debt and private equity financing, including private placements, convertible debt, and alternative investment structures for privately held entities and investors.
• Commercial agreements, structuring and negotiating contracts for supply chain, distribution, material fabrication, and operational matters.
• Regulatory compliance for privately held businesses and investment groups, assisting with governance and transactional reporting obligations.

Real Estate Transactions & Development

Jon represents real estate investors, developers, lenders, and commercial tenants in a range of real estate transactions, including:

• Commercial and industrial real estate acquisitions and dispositions.
• Development and construction financing, representing borrowers and lenders.
• Commercial leasing, structuring lease agreements for retail, industrial, and office properties.
• Land use and zoning matters, advising on regulatory approvals for development projects.

Securities & Private Investments

Jon has extensive experience advising clients on private securities offerings, convertible debt structures, and investment strategies. His work includes:

• Structuring and executing private placements under Regulation D.
• Representing private investment groups in alternative investment structures.
• Advising private businesses and investment groups on compliance with applicable state and federal securities laws in private transactions.

Speaking Engagements & Thought Leadership

Jon has spoken at numerous industry seminars on topics such as real estate conveyances, boundary disputes and surveys, land use, and business entity formation. He has also contributed to legal updates on corporate transparency laws, business taxation, and regulatory compliance.

Approach & Client Commitment

Jon is recognized for his pragmatic and solution-oriented approach to business and financial transactions. Drawing on his background in actuarial science, he provides clients with data-driven, financially sound legal strategies to facilitate growth, minimize risk, and navigate complex regulatory environments. Committed to cost-efficiency and alternative fee arrangements, Jon ensures that clients receive high-value, results-driven counsel tailored to their business and investment needs.

Education

Indiana University – Indianapolis School of Law, 1999
Juris Doctor
Indiana International & Comparative Law Review

Purdue University, 1996
B.S. Actuarial Science

Admissions