The principal has over 25 years’ experience representing domestic and international banks, financial institutions, investment funds, and equipment leasing companies in a broad range of financing transactions, including:
He has particular expertise in international transactions involving lenders, borrowers, guarantors, and intermediaries located in different countries, or assets of the borrower located in different countries. There are often complex issues to navigate to ensure that the lender has properly secured the loan with the collateral when the collateral, or a party to the transaction, is located outside the US.
Combining the personal attention of a boutique firm with large law firm experience, we bring a sophisticated yet practical and cost-effective approach to your legal business and transactional needs. The principal represents public and private companies in a range of commercial transactions, from formation, through the growth stage, to exit by sale to a third party.
A transaction to sell a business to an investment fund or other financial buyer, or a purchaser in a related industry (a strategic buyer), is one of the most significant transactions a company may face and one which is outside its normal business activities. During the transaction, management not only have to deal with the sale, but they also need to keep the regular business running without distraction. The stakes for the company are high. The buyer may be more familiar with acquisitions and the final terms of the main agreements may have far-reaching effects long after the deal has closed. For example,
We assist sellers in considering these and many other issues in the structuring, negotiating, and closing of the acquisition transaction.
Likewise, we assist strategic and other buyers in acquisition transactions, dealing with the structure of the transaction, due diligence, liability, employment, the matters discussed above, and issues of particular importance to the buyer and its industry.
In today’s increasingly global business environment, business often functions across borders. The buyer and the seller may be located in different countries, or one of the parties may have operations in different countries. International M&A transactions (or cross-border M&A) raise a host of issues and complications on top of those dealt with in a purely domestic deal.
We assist sellers and buyers in cross-border M&A transactions to identify these issues early on, assess their impact on the deal, and make sure that appropriate advisers are engaged where required.
As a boutique M&A firm, we bring the large law firm experience of the principal, who was previously head of the West Coast transactions practice for a global law firm, to deliver quality legal services in a cost-effective manner to the middle market. We also access, when requested by clients, our network of boutique firms with attorneys with similar large law firm experience in tax, employment, intellectual property, and other areas, as the transaction requires. The result is a team of highly experienced attorneys that can deliver results in a more cost-effective manner than other much larger law firms that is often well-suited to middle market (and lower middle market) transactions.
Our M&A activity encompasses transactions of varying sizes in the middle market, and typically covers manufacturing, healthcare, technology, software, consumer, and transportation industries.
We bring together the experience of working with many technology startups with a personalized approach to the unique needs of your business. We partner with you to understand your goals, learn about your business, and provide ongoing communication with the same team throughout the representation, from the initial incorporation through investment, growth, and exit. As required, we will tap into our network to introduce you to intellectual property counsel, employment counsel, or other lawyers as needed from time to time.
We understand the economic constraints faced by startup companies and work with entrepreneurs on various alternative fee arrangements that may be appropriate in different situations. Our work for startups includes:
It is sometimes more economic to outsource general counsel services on an as-needed basis rather than to incur the costs of a full-time inhouse general counsel. We provide outside general counsel services for businesses, including: