My Services

Transaction strategy and execution consulting for executives and investors in M&A, fund-raising and liquidity transactions, including expert advice and support in:  

• Selecting and engaging advisors
• Preparing for and executing due diligence
• Negotiating term sheets and definitive agreements
• Employment arrangements
• Post-transaction integration and dispute resolution

Support for technology companies or registered investment advisors:

• Cover for gaps or leaves of absence
• Provide leadership for a transaction

Litigation support including:

• Management of process and outside counsel
• Coordinate communications between stakeholders (board, executives, outside counsel) to drive strategy and ultimately resolution

Customized training and education session for investment firm professionals and junior legal professionals; potential topics include:

• Deal structuring and investment documentation
• Working with advisors
• Legal and regulatory requirements and best practices (antitrust, privacy, etc.) Coordinating communications between stakeholders (board executives, outside counsel) to drive strategy and resolution
• Best practices for client engagement