Negotiate M&A Term Sheets and Transaction Documents
Advise Clients on M&A strategy and deal structure
Coordinate due diligence process and review
Technology and Commercial Agreements
Software as a service (SaaS), content & data agreements
Supply chain & technology procurement agreements
Inbound and outbound licensing transactions
Reseller, distribution, sales channel and supplier agreements
Nondisclosure, consulting, professional services, development agreements
Venture Capital and Private Equity Funds
Advise sponsors who form investment funds, with special focus on small and emerging fund managers
Counsel sponsors on fund organization, domicile selection, market conditions and standards, fee and compensation structures, investor negotiations, proving them guidance through all stages of fund investment
Advise sponsors on the optimal structure for ownership of general partner entities and management companies, and their individual relationships with their funds
Represent individuals and entities on their investments in venture funds, hedge funds, real estate funds
Represent individuals joining or exiting fund management entities
Negotiate the purchase and sale of secondary fund interests, including the review of fund and portfolio company documentation, interaction with fund sponsors, preparation of secondary purchase and sale and transfer documentation, and negotiation with buyers and sellers, to effecting transaction closings through all closing stages
Represent venture funds with their private company investments, including conducting due diligence and negotiating the financing documents
Venture Capital Financings
Negotiate venture financing term sheets and transaction documents
Advise clients on financing strategy, business plans, private placement memoranda and investor presentations
Represent companies, as well as venture capital investors
Coordinate due diligence process on behalf of company clients
Due diligence review on behalf of investor clients
Investor relations
General Corporate Counseling & Company Formation
Advise clients on choice of business entity (i.e. corporations, LLC’s, etc.) and capitalization structure
Compliance with state and federal securities laws
Compliance with applicable corporate governance laws and regulations
Officer and Director advisement
Stock option plan formation, implementation and maintenance