Primary Office
Organization
- Advised numerous start-ups utilizing technology developed at large public educational institutions on licensing, choice of entity, organization, founder equity, employment and initial customer agreements.
- Advised numerous start-ups regarding entity structure and state of organization.
- Assisted numerous founders in planning, launching and capitalizing new ventures.
Financing
- Assisted a start-up software company in its negotiations and financing with a national accelerator and its subsequent $400,000 convertible debt seed round.
- Assisted an early-stage cannabis company in its $1 million SAFE round of financing.
- Represented a growing fintech software company in a $6 million Series A Preferred financing.
- Advised an outdoor recreation products company on its $2 million Regulation D offering and its $1 million Regulation CF Crowdfunding offering.
Governance
- Routinely assist boards and management on corporate governance and organizational formalities.
- Assisted a company in connection with a large strategic investment and guaranty by a founder.
- Provided advice in connection with the establishment and operation of an independent transaction special committee of the board.
Mergers & Acquisitions
- Advised a family-owned entertainment and amusement facilities company in a $35 million+ sale to a West Coast private equity firm.
- Assisted a growing medical device company in its $40 million+ sale to a global medical products company.
- Advised a consumer packaged food product company in its $40 million+ sale to a private equity firm.