Corporate Law; Buying and Selling Book of Business

All registered Investment advisers are also businesses and therefore it is critical that the adviser is represented in the following areas:

• Contracts: Reviewing, drafting, and negotiating legally-binding agreements on behalf of the corporation, which could involve everything from lease agreements to multi-billion dollar acquisitions;
• Mergers and Acquisitions: Conducting due diligence, negotiating, drafting, and generally overseeing “deals” that involve a corporation “merging” with another company or “acquiring” (purchasing) another company;
• Corporate Governance: Helping clients create the framework for how a firm is directed and controlled, such as by drafting articles of incorporation, creating bylaws, advising corporate directors and officers on their rights and responsibilities, and other policies used to manage the company; and
• Private Offerings: Helping startup or existing corporations find capital to build or expand the business, which can involve either private or public financing.