Corporate Services for Real Estate
Structuring a One-and-Done M&A Deal
An Acquisition Comes Into Focus
Services

Organizational Governance and Structuring
Business Formation and Strategic Planning
Corporate transactional and contract matters
Mergers, Acquisitions, and Joint ventures
Private Equity & Venture Capital
Equity Financing and Investing
Securities Regulation & Compliance
ESOPs

The Corporate Group represents business organizations ranging from entrepreneurial operated mid-sized companies to large national and global companies. Our lawyers provide day-to-day general counseling to help clients understand and solve complex legal, tax and business issues at every stage of representation.

Our attorneys understand the need for responsive counseling, quality representation and practical solutions to legal, tax, and business concerns. Our ability to effectively manage the legal concerns that arise in any business depends upon our adherence to providing timely, focused and effective solutions. We strive to understand your business and risk thresholds so that we can be an active participant in satisfying your legal needs and, when possible, anticipate those needs as part of our role as legal counselor.

Business Formation and Strategic Planning

When it comes to business formation and strategic planning, our goal is to serve as counselors to our clients by providing legal advice that helps focus and facilitate the business decisions that are being made. We want to understand your business and the relationships that affect it so that our advice is meaningful and complete. Whether your question involves relationships with third parties, such as customers or vendors, the preparation of employment agreements, the protection of intellectual property, or any number of day-to-day issues, we are skilled in providing the necessary guidance.

Corporate Transactional and Contract Matters

Complex business transactions, acquisitions, dispositions, mergers, and joint ventures require counsel that can readily combine the unique mix of corporate structuring, tax planning, negotiation and documentation for the matter. Our lawyers are experienced in finding that combination and offering a practical approach to address the challenges that can occur during the process. Our transaction experience crosses multiple industries and multiple jurisdictions. Our attorneys are experienced in distressed transaction settings. We offer diligent legal representation during every stage of the transaction.

Mergers, Acquisitions and Joint Ventures

Business can be made or broken by a single deal. Levenfeld Pearlstein’s Corporate Group focuses on results, working to get the deal done without ever losing focus on your goals. We pride ourselves in providing practical advice, innovative solutions, unparalleled commitment and years of experience that ensure transactions are completed on your schedule and terms.

The group represents closely-held companies, private equity funds, hedge funds, family offices, high net worth individuals, unfunded sponsors, portfolio companies and sophisticated private investors in transactions at every level. We regularly assist our clients with mergers and acquisitions, leveraged buyouts, management buyouts, equity and debt financings, fund formations, recapitalizations, and restructurings. Our transaction experience crosses multiple industries and multiple jurisdictions. Our core transactions range in size from $10 million to $100 million.

Private Equity & Venture Capital
Equity Financing and Investing

Securities Regulation & Compliance

The offering of debt or equity interests in an entity usually triggers an obligation to make disclosures to investors. These fundraising transactions require fine balancing judgments regarding what facts need to be disclosed in the offering materials in order to provide protections for offering sponsors. Our extensive experience in both the public and private arenas supports these fine judgments. We counsel public companies in navigating the complex regulatory framework involved in public offerings. We also advise privately-held companies, hedge funds, funds of hedge funds, real estate funds and other private funds in structuring their relationships with investors and business partners, and prepare compliant disclosure documents for the offerings. In addition to advising on securities offerings, we assist investment advisers with registration and other regulatory compliance matters.

  • Registered public offerings
  • SEC compliance
  • Hedge fund and other private fund structurings and offerings
  • Real estate syndications
  • Investment adviser compliance

ESOPs

Levenfeld Pearlstein, LLC (LP) has extensive experience in the legal and financial issues involved in the formation and administration of Employee Stock Ownership Plans (ESOPs) and has represented clients throughout the United States in various aspects of ESOP transactions.

Our attorneys are nationally-recognized for their experience in working with owners who have sold their business to an ESOP and for their skill in assisting ESOP companies comply with the complex laws and regulations involved in the administration of their plans. Our attorneys also have experience restructuring companies wishing to form an ESOP to fully realize preferential tax benefits available to them.

We have also represented ESOP fiduciaries in various types of transactions involving ESOPs, including acquisitions and divestitures involving the plan sponsor and ESOP termination.

We also have experience working with various banking institutions in financing transactions involving ESOP companies.

Levenfeld Pearlstein is a member of the ESOP Association and the National Center For Employee Ownership (NCEO). Our ESOP attorneys have lectured frequently on ESOPs and other employee benefit topics and have authored a treatise discussing the benefits of S corporation ESOPs.