- Early-stage, angel financing.
- Venture capital (Series A, Series B, Series C).
- Complex convertible preferred stock (or debt) structures.
Mergers and Acquisitions:
- Sale of business to third party.
- Sale of certain assets or divisions.
- Acquisitions of assets or companies.
- Merger of equals.
- Management buyout.
- Strategic alliance (including joint venture) or investment.
- Assistance in post-transaction integration.
Strategy and Consulting Advisory Services:
- Strategic planning and drafting business plans.
- Independent valuation reports (fairness opinions, 409a employee stock-options).
- Expert economic-impact reports and testimony.