Representative Experience

Morgan Business Counsel brings senior legal judgment to complex, high-value matters where legal structure has material economic and strategic consequences.

Selected Growth, Strategic, and Operating Company Matters

• Advising a specialty coffee company in securing a strategic equity investment from a global branded food company, including negotiation of governance, dilution, and growth-related terms.

• Serving as company counsel in the sale of a founder-owned operating business to a strategic acquirer, including preparation and negotiation of transaction documentation and post-closing adjustment mechanics.

• Advising a multi-billion-dollar U.S. wealth management and financial services platform on multiple practice acquisitions involving complex restrictive covenants, earn-out structures, and bespoke financing arrangements aligned with long-term strategic objectives.

• Serving as company counsel to a venture capital and strategic investment firm in a series of acquisitions and joint ventures, including preparation and negotiation of transaction documentation and coordination of legal strategy across deals.

• Representing a U.K.-based global reputation and brand protection advisory firm in the renegotiation of a joint venture with a U.S. technology company, including restructuring incentive arrangements, restrictive covenants, and governance terms to better align commercial objectives.

• Advising a venture capital fund in a Series A preferred stock financing of a legal technology platform, including preparation and negotiation of the full suite of preferred equity, governance, and investor rights documentation and management of closing.

• Advising a technology-focused digital freight brokerage on multiple acquisitions to expand its national footprint, including an equity transaction supported by institutional growth capital involving multi-party investor coordination.

• Advising a global sustainability solutions provider in its strategic merger with a climate accounting software platform, including complex governance and shareholder consent matters under Delaware law.

• Advising a U.S. cement manufacturing company in connection with a substantial strategic investment by a major European industrial group, including negotiations designed to preserve founder control while accommodating institutional investment and long-term governance arrangements.

Selected Prior Institutional Experience

• Advising institutional investors and credit funds on distressed investments, restructurings, and complex capital transactions across the energy, retail, telecommunications, media, and industrial sectors.

• Advising on large-scale asset sales, recapitalizations, and investment transactions involving enterprise values ranging from hundreds of millions to multi-billion dollars.

• Representing underwriters and initial purchasers in Rule 144A / Regulation S offerings, registered equity offerings, and convertible note transactions for multinational issuers.

• Advising on governance, control, and ownership matters in connection with complex capital structures and multi-party joint ventures.