MERGERS & ACQUISITIONS/EXIT TRANSACTIONS

Trusted Counsel advises companies on merger and acquisition strategies for both buy-side and sell-side transactions. We have completed transactions with companies of all sizes, from middle-market to Fortune 100. Each transaction is designed to achieve and protect your immediate objectives and long-term strategic goals. We engage a multi-disciplinary team to address the full range of issues you may encounter — including corporate, securities, tax, employee benefits, and intellectual property considerations. Our extensive experience gives us the ability to analyze complex transactions, propose deal-oriented solutions, and negotiate successful outcomes.

Trusted Counsel can also advise you in recapitalizations and reorganizations for strategic purposes. These may be undertaken for a variety of reasons, such as streamlining operations, restructuring company divisions, freezing out minority shareholders, or bringing on fresh investors for distressed companies. In all cases, we work with you to determine the legal, tax, economic and operational impacts to provide practical solutions to your challenges.

 


Our Work: 2015 - 2018 HIGHLIGHTS

The following mergers & acquisitions/exit transactions were middle market deals; various undisclosed multi-million dollar prices.

  • Trusted Counsel represented a Fintech company in sale to FiServ in excess of $100 million
  • Trusted Counsel represented a second Fintech company in the sale to Fiserve (undisclosed price)
  • Trusted Counsel represented a company in the banking services industry in a $100 million sale transaction involving bank related software
  • Trusted Counsel represented operating founders in sale of managed network company to private equity; representation since formation; all tax structuring, counseling and negotiation of all aspects of deal in excess of $43 million
  • Trusted Counsel represented an IT company in a sale valued at $50 million
  • Trusted Counsel represented a private equity owned company in sale of pharma business to a strategic buyer for $27 million
  • Trusted Counsel represented an IT company with a business acquisition valued at $8.4 million
  • Trusted Counsel represented a software logistics B2B business in the acquisition of a strategic business for a B2C extension
  • Trusted Counsel represented a managed network business in the sale of a majority position to private equity
  • Trusted Counsel represented a Brazilian-based enterprise software development company in purchase of US based services business focused on the Fintech market
  • Trusted Counsel represented a services company in the acquisition of an existing market research firm (earn-out; assumption of liabilities)
  • Trusted Counsel represented a web-based document management software company in the sale of a product line to a top 5 U.S. insurance company
  • Trusted Counsel represented a Fintech company in the sale to a Fortune 500 publicly traded Fintech business
  • Trusted Counsel represented an interactive services agency in the sale of its business to a global architectural facility development company for a multi-million sale price plus an earn-out
  • Trusted Counsel represented a telecommunications hardware company in a multi-million dollar preferred stock merger
  • Trusted Counsel represented an e-marketing solutions company in the sale of its business to a leading technology and marketing insight company
  • Trusted Counsel represented a custom software developer in the acquisition of a competitor
  • Trusted Counsel represented an imaging software company in the acquisition of product technology from a public company
  • Trusted Counsel represented a cloud computing service provider in the acquisition of of a technology business
  • Trusted Counsel represented a CRM software company in the sale of its assets to a leading strategic fundraising and enrollment management company
  • Trusted Counsel represented a design company in the purchase of a regional furniture and design company
  • Trusted Counsel represented a cloud hosting company in the acquisition of a strategic competitor
  • Trusted Counsel represented a dental digital imaging equipment company in the sale of key technology assets
  • Trusted Counsel represented a technology company in the acquisition of an existing market research firm (earn-out; assumption of liabilities)
  • Trusted Counsel represented a regional supply chain company in the sale of its business to a strategic competitor (earn-out; assumption of liabilities)