Business Transactions
The firm represents buyers and sellers in private company transactions — asset purchases, equity purchases, and the structured deals in between — with the closing discipline of institutional practice: diligence run to a checklist, documents drafted complete, and a closing set delivered organized. Transaction experience includes deals involving commercial real estate assets and operating entities, where the property, entity, and financing workstreams have to close in the same room.
Services
SEVEN ITEMS- Asset purchase and equity purchase agreements
- Practitioner- and seller-side representation in private equity transactions — offer evaluation, rollover equity, employment and non-compete terms
- Letters of intent and term sheets
- Due diligence management and disclosure schedules
- Purchase price, earnout, and holdback mechanics
- Transaction financing coordination (see Credit Facilities & Real Estate Finance)
- Closing execution and post-closing covenant tracking
Representative Experience
TWO MATTERSDrafted and negotiated asset purchase and equity purchase agreements involving commercial real estate assets and operating entities.
Structured membership interest transactions and equity transfers tied to real estate holdings and operating businesses.
Representative matters. Prior results do not guarantee a similar outcome.
Process
FOUR STEPSTerm sheet
The economics and structure, fixed early.
Diligence
Checklist-driven, proportionate to deal size.
Documents
Complete agreement sets with schedules, not frameworks with gaps.
Closing
Signature, funding, and a closing binder you can hand a lender or auditor.
FAQs
THREE QUESTIONSAsset deal or equity deal?
Tax treatment, liability inheritance, and third-party consents usually decide it — buyer and seller often want opposite answers, which is where structuring earns its fee.
How long does a private deal take?
Weeks to months, driven mostly by diligence and financing. A disciplined checklist is the difference.
Do you work with our CPA and banker?
Always — transactions are team sports, and the firm is comfortable quarterbacking or supporting.