Mergers & Acquisitions

December 2023 Mergers and Acquisitions

Ultra high net worth couple acquired the majority stake in a foreign entity holding real estate operated by the minority party. As is often the case in these arrangements, conflicts arose between the parties regarding the ownership, control and management of the property. Complicating matters were incomplete financial records and communication issues. DeAngelis Legal worked [...]

By |2024-01-22T19:51:04-07:00January 15th, 2024|Real Estate, Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on December 2023 Mergers and Acquisitions

November 2023 Mergers and Acquisitions

Co-owners of successful Arizona based closely held business disagreed about the entity’s future, its ownership and its management.  DeAngelis Legal reviewed the parties’ shareholder agreement and other corporate documents, advised the owner regarding various exit strategies and negotiated and implemented the ultimate sale of a non-controlling interest to a third party.

By |2024-01-22T19:47:46-07:00December 15th, 2023|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on November 2023 Mergers and Acquisitions

November 2023 Employment Agreement

Majority owner of Arizona based business desired to sell its interest to a third party. However, the minority owner and operator had different objectives. DeAngelis Legal met with the minority owner, reviewed the transaction documents and provided comments and suggestions to the minority owner to use in his employment agreement negotiations.

By |2024-01-22T19:44:35-07:00December 15th, 2023|Recent Projects, Mergers & Acquisitions, Business Services|Comments Off on November 2023 Employment Agreement

March 2023 Interest Purchase Agreement

A long-time Scottsdale closely held business owner desired to purchase a family member’s minority interest in the business.  DeAngelis Legal worked with the buyer to evaluate alternatives and prepare the documents to evidence the transaction.  The documents included an interest purchase agreement, promissory note, consent of the other members, assignment of interest and amendments to [...]

By |2023-05-12T20:04:05-07:00April 15th, 2023|Past Newsletters, Recent Projects, Mergers & Acquisitions, Business Services, Protecting Family Wealth, Homepage|Comments Off on March 2023 Interest Purchase Agreement

December 2022 Letter of Intent

DeAngelis Legal reviewed a letter of intent for the seller of a Scottsdale based business. The letter outlined the material terms for the purchase and allowed the parties to proceed with more detailed due diligence.  DeAngelis Legal clarified certain terms and provided additional language protecting the parties.

By |2023-01-23T15:00:27-07:00January 15th, 2023|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on December 2022 Letter of Intent

June 2022 Sale of Goodwill

DeAngelis Legal documented the sale of goodwill of a Phoenix food distributer.  In this friendly sale of the business, the buyer and seller had a long standing relationship.  DeAngelis Legal prepared the purchase and sale agreement on behalf of the seller and the transaction closed with minimal changes from either party.

By |2022-07-21T12:13:28-07:00July 15th, 2022|Recent Projects, Mergers & Acquisitions, Succession Planning, Business Services|Comments Off on June 2022 Sale of Goodwill

December 2021 Sale of Business

DeAngelis Legal negotiated the terms of the letter of intent and purchase documents and assisted the closing of the sale of the business of a long time corporate client in Phoenix.  DeAngelis Legal had represented the entity since formation over 20 years ago.  Over the years, DeAngelis Legal provided advice on a variety of business [...]

By |2022-07-28T20:00:09-07:00January 15th, 2022|Past Newsletters, Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on December 2021 Sale of Business

November 2021 Sale of Medical Practice

DeAngelis Legal assisted a long time Mesa client with the sale of her interest in a medical practice to her partner.  After many years of discussing alternatives, the parties came to terms.  DeAngelis Legal advised the seller on the terms and structure, prepared draft documents and negotiated changes requested by the buyer’s attorney and assisted [...]

By |2022-07-21T12:09:18-07:00December 15th, 2021|Recent Projects, Mergers & Acquisitions|Comments Off on November 2021 Sale of Medical Practice

June 2021 Letters of Intent

Business activity is normalizing, with merger and acquisition increasing.  In June DeAngelis Legal reviewed two letters of intent, prepared another and talked with several other business owners who were considering a transaction.  We had not seen this level of activity since 2019, but it remains to be seen whether the activity will continue or result [...]

By |2021-07-31T07:28:36-07:00July 15th, 2021|Past Newsletters, Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on June 2021 Letters of Intent
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