Mergers and Acquisitions

A transaction can reshape a business in a single decision. We advise buyers, sellers, and business owners from deal structure and due diligence through negotiation and closing.

Our focus

Strategic from the start. Ready for closing.

A successful transaction must accomplish the business objective, not simply reach closing. Deal structure, tax treatment, financing, and risk allocation can affect the value of the transaction long after the documents are signed. We advise buyers, sellers, and business owners with that broader result in view.

Our attorneys handle stock and asset transactions, taxable and tax-free mergers, reorganizations, recapitalizations, divestitures, and joint ventures. We also advise on multistate and international transactions. From the letter of intent through due diligence, negotiation, and closing, we help clients make the decisions that shape the economics and responsibilities of the deal.

Issues involving tax, financing, employment, employee benefits, real estate, environmental obligations, intellectual property, or regulatory requirements can affect transaction terms and timing. We involve the appropriate attorneys early, identify concerns before they become obstacles, and develop solutions that preserve the client’s position and the momentum of the deal.

For family-owned and closely held businesses, a transaction may involve personal and succession considerations alongside financial objectives. We help clients weigh those interests as part of the deal strategy. Throughout the transaction, we remain focused on why the client is pursuing it and what must be protected to achieve that objective.

We represent buyers and sellers in stock and asset transactions. We help clients structure the deal, negotiate the purchase agreement, allocate risk, and carry the transaction through closing.

We help clients evaluate transaction structure, tax treatment, and financing alternatives. Our attorneys work with the client’s financial and tax advisors to establish a structure aligned with the economics and longer-term objectives of the deal.

We coordinate legal due diligence and help clients evaluate the findings that may affect value, timing, or risk allocation. We also prepare and negotiate letters of intent, purchase agreements, disclosure schedules, and the other documents needed to complete the transaction.

We advise businesses on reorganizations, recapitalizations, and the sale or separation of business lines and subsidiaries. Our work addresses the corporate, tax, financing, and contractual issues involved in changing a company’s structure or ownership.

We help businesses establish joint ventures and other strategic relationships. We advise on ownership, governance, funding obligations, decision-making authority, exit rights, and the commercial agreements governing the relationship.

We advise family-owned and closely held businesses on sales, acquisitions, and ownership transitions. Our approach accounts for the financial terms of the transaction as well as the personal, tax, and succession considerations that may influence the decision.

We advise clients on transactions involving operations, assets, or parties in multiple jurisdictions. We coordinate the legal and regulatory work needed to maintain a consistent transaction strategy across the deal.

Key Contacts

Tim Finnerty

Timothy M. Finnerty

Advises closely held companies on federal tax, corporate, and estate planning, including M&A, entity formation, financing, and ownership transitions.

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Nicole Stezar Kaylor

Nicole Stezar Kaylor

Represents family businesses and public companies in mergers and acquisitions. Advises on transactions that advance business objectives.

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