Mergers & Acquisitions
Mergers and acquisitions (M&A) involve the sale, purchase, or restructuring of business ownership through stock transfers, asset purchases, or corporate mergers. Each structure presents distinct tax, liability, and regulatory considerations that must be carefully evaluated. Our firm guides business owners, investors, and corporations through successful M&A transactions.
SERVICES
BUSINESS SALES & PURCHASES
The sale or purchase of a business involves transferring ownership of assets, stock, or membership interests. Determining the right structure — stock sale versus asset sale — affects tax liability, successor obligations, and transaction complexity.
DUE DILIGENCE & RISK ASSESSMENT
Due diligence is the investigative process that evaluates the legal, financial, and operational condition of a target company. It helps identify potential risks, undisclosed liabilities, and contractual obligations before finalizing the deal.
MERGERS & CORPORATE RESTRUCTURING
Mergers and consolidations combine entities into a single business operation. These transactions require careful attention to governance approvals, shareholder rights, and statutory compliance under the New York Business Corporation Law (BCL).
PRIVATE EQUITY & INVESTMENT TRANSACTIONS
Private equity investments and acquisitions often involve complex financing, control rights, and exit strategies. Structuring these deals correctly helps balance investor interests with long-term business objectives.
EMPLOYMENT & TRANSITION MATTERS
M&A transactions frequently impact existing employees and management. Addressing employment agreements, retention plans, and non-compete clauses in advance ensures a smoother transition and avoids post-closing disputes.
POST-CLOSING INTEGRATION
After closing, proper integration of operations, management, and systems is critical to realizing the transaction’s value. Legal oversight ensures continuity of contracts, licenses, and governance obligations.
