PRACTICE AREA

Strategic Advisory

Business decisions rarely live in a vacuum. We provide ongoing legal and strategic advisory, helping founders and executives anticipate risks, navigate compliance, and align deals with long-term goals.

What This Practice Covers

Covers the full range of priced equity rounds, from early seed financings through later growth-stage and private equity investments.

  • Stock purchase agreements
  • Amended and restated certificate of incorporation
  • Investor rights agreements

Drafting and negotiating convertible notes and SAFEs for early-stage companies and their investors.

Structuring down rounds, including anti-dilution, recapitalization and investor consent considerations.

Cap table modeling and cleanup across multiple rounds, instruments and classes of equity.

Venture debt and commercial lending documentation for growing companies.

Reorganizing foreign-founded companies into U.S. entities to support U.S. investment and market entry.

Non-traditional structures such as revenue-sharing agreements that fit the company and investor goals.

Forming venture funds and related entities, with a focus on first-time and emerging managers.

Advising corporate investors on minority investments in startups and related commercial terms.

Seed, venture, and private equity financings + −

Covers the full range of priced equity rounds, from early seed financings through later growth-stage and private equity investments.

  • Stock purchase agreements
  • Amended and restated certificate of incorporation
  • Investor rights agreements
Convertible notes and SAFEs + −

Drafting and negotiating convertible notes and SAFEs for early-stage companies and their investors.

Down-round financings + −

Structuring down rounds, including anti-dilution, recapitalization and investor consent considerations.

Complex cap table management and modeling + −

Cap table modeling and cleanup across multiple rounds, instruments and classes of equity.

Venture and commercial debt transactions + −

Venture debt and commercial lending documentation for growing companies.

U.S. flips and recapitalizations + −

Reorganizing foreign-founded companies into U.S. entities to support U.S. investment and market entry.

Revenue-sharing and alternative financing arrangements + −

Non-traditional structures such as revenue-sharing agreements that fit the company and investor goals.

Fund formation, including for emerging fund managers + −

Forming venture funds and related entities, with a focus on first-time and emerging managers.

Corporate venture capital investments + −

Advising corporate investors on minority investments in startups and related commercial terms.

•  Joint venture and operating agreements

We regularly draft and negotiate documentation across the full range of deal structures, including:


•  Merger agreements (statutory and reverse triangular)


•  Stock and asset purchase agreements

Overview

Our approach focuses on identifying and mitigating deal risks while structuring transactions that achieve our clients' strategic and financial objectives.


•  Tender offers and share exchanges

Overview

With us at the table, you can scale with clarity and confidence.

What This Practice Covers

Board and executive advisory + −

Sitting in on board or leadership discussions as legal counsel, so legal risk is part of the conversation before a decision gets made, not after.

Risk anticipation and mitigation + −

Flagging legal and structural risk in a decision early enough that it can actually be planned around.

Compliance navigation + −

Helping leadership understand what compliance actually requires as the company grows into new regulatory territory.

Aligning deals with long-term goals + −

Making sure a given deal or decision actually supports where the company is trying to go, not just what's in front of it right now.