Heritage & York Financial Group works with attorneys in all fifty states that offer specific expertise’s relative to our typical clients needs. We understand the importance of having the right legal adviser on your team. While we would prefer to work within an established legal relationship we understand that they don’t always exist. If a relationship doesn’t exist we can provide a client with multiple options to fill an important seat at the clients advisory table.
Heritage & York Financial Group also works with accountants in all fifty states and in many cities and towns across America that offer specific skills relative to our typical clients needs. Having a good accountant is critical to building and exiting a business in the best way. We understand the importance of having the right accountant on your team. While we would prefer to work within an established relationship we understand that they don’t always exist. If a relationship doesn’t exist we can provide a client with multiple options to fill an important seat at the clients advisory table. We believe that the best kind of accounting advise is the kind that comes from a local relationship. If a client does not have adequate accounting representation we will provide local suggestions if asked to do so.
This is just a small sample of the relationships we support across the country:
Buckingham, Doolittle & Burroughs, LLP
This law firm has broad expertise in negotiating, structuring and documenting corporate, securities, merger and acquisition and financing transactions of all types. Closely allied to these skills is the law firm’s depth in other areas of law affecting business transactions including tax, antitrust, litigation, real estate, environmental, government relations, intellectual property, and employment and labor matters. The law firm’s size and location means that it has particularly strong expertise and experience in the purchase and sale of private companies and the associated tax considerations.
Borton Petrini, LLP
Borton Petrini, LLP offers high quality legal services in through its California network of eleven regional offices. They are involved in mergers and acquisitions, financings and reorganizations, as well as in breach of contract actions, tortuous business interference claims and drafting partnership, shareholder, buy-sell and operating agreements.
Ropers, Majeski, Kohn & Bentley
RMKB advises clients on a full range of merger & acquisition transactions involving domestic and foreign companies, including mergers, reorganizations, asset purchases and stock purchases. Their experience in the related fields of corporate law, securities, intellectual property, employment and litigation enables them to handle the many issues encountered during the course of complex business combinations.
Berenbaum Weinshienk PC
They have represented both the target company and the acquiring company. In order to resolve some of the difficult issues that often arise in an acquisition transaction, they frequently call upon the experience and expertise of other areas of practice, including tax, antitrust, employment, bankruptcy, environmental, litigation and intellectual property.
Finn Dixon & Herling
Its M&A team is regularly involved in, among others, mergers, spin-offs, “roll-up” transactions, recapitalizations, leveraged acquisitions, cross-border transactions, joint ventures, and other strategic alliances. The M&A Group works closely with its Tax, Executive Compensation, Benefits, and Employment, Real Estate and Debt Financing groups to advise its M&A clients.
Schoenberg, Finkel, Newman & Rosenberg, LLC
SFNR is proud of the numerous acquisitions which it has handled for both buyers and sellers. These transactions have been structured in a variety of fashions, including straight cash purchases, mergers, and stock-for-stock exchanges. SFNR has a wealth of experience in dealing with governmental regulators, investment bankers, commercial banks, and other credit facilities in order to complete transactions within tight timetables.
Glenn Rasmussen Fogarty & Hooker, P.A.
The corporate finance practice is among the most comprehensive in the region. They are particularly noted for their skill in corporate governance, securities law, and mergers and acquisitions, and also have substantial experience with respect to recapitalizations, corporate governance, family-owned businesses, and venture capital investments.
Reflecting years of transaction experience, Buckley King brings sophisticated counsel to all aspects of the deal continuum from strategy to execution to post-deal integration, including diligence, financing, structure, negotiation, documentation and closing. Whether a purchase, sale, joint venture, or something creative, Buckley King crafts sell-side and buy-side strategies and works to meet the goals of all parties to close the deal on time and on budget.
Lane & Waterman LLP
Attorneys in Lane & Waterman’s Mergers and Acquisitions practice group have vast experience in all types of corporate transactions, including, asset and stock acquisitions and divestitures; mergers; Reorganizations and recapitalizations; Strategic alliances and partnerships; and Venture capital investments. Because these transactions often involve complex issues covering a wide array of legal disciplines, the firm provides a diverse team of lawyers with a variety of expertise in such areas as tax law, securities, intellectual property, environmental law, real estate, and employee benefits in order to effectively and efficiently achieve client objectives.
Gottbetter & Partners, LLP
Gottbetter & Partners, LLP, provides legal services in corporate and securities law, including public and private securities offerings, mergers and acquisitions, securities regulation, reporting and compliance, corporate finance, reorganizations, asset purchases and sales, organizational advice for business entities, and corporate governance.
Sher Garner Cahill Richter Klein & Hilbert, L.L.C.
Known for having an extensive practice in purchase, sale and merger deals for both public and private companies. These transactions deal with fundamental changes in business ownership. They often involve debt or equity financing and structural changes to an existing business entity or the formation of a new entity. Their attorneys who practice in this area have backgrounds in corporate finance, commercial lending and management.