Equity and Debt Transactions

We advise clients on complex equity and debt transactions.  Focused on providing practical, easy-to-understand analysis and recommendations, we help our clients deftly maneuver through intricate transactions.  We have experience handling SAFE, KISS, Series Seed, stock options, phantom equity, internal ownership transitions, buy/sell agreements, and many other forms of equity and debt transactions.  Whether you are looking to raise capital for a new venture, considering lending money to family and friends for a new business, or have been offered the opportunity to acquire an equity stake in your employer, we would be happy to guide you through the process.