M&A / Complex Transactions
- Mergers, Acquisitions, Business Sales & Divestures
- Management Buy-Outs
- Private Placements
- Bank Financings
- Strategic and Succession Planning
Sovereign’s founding partner, David Cook, has advised clients through the completion of more than fifty merger, acquisition and strategic alliance transactions valued in excess of $1 billion.
His experience includes nearly all phases of the M&A process:
- Strategic planning including engaging intermediaries and defining process parameters
- Preparing for and executing due diligence
- Indications of Interest and Letters of Intent
- Definitive Agreements and closing
- Post closing matters including integration of operations and vendor contracts
Selected M&A Engagements of Mr. Cook’s include:
- Corporate integration of $440MM asset purchase of one publicly-traded software company by another
- Corporate integration of $140MM asset purchase of one publicly-traded software company by another
- $68MM acquisition of software and professional services firm by publicly-traded software company
- $51MM acquisition of SaaS software firm by publicly-traded software company
- $35MM strategic VAR agreement between publicly traded software firms
- $15MM Series A Venture Capital raise
- $15MM refinancing of privately-held manufacturing firm
- $14MM sale of health care services firm to Nasdaq-traded firm
- $12MM sale of building materials firm to NYSE-traded firm
- $10MM recapitalization of composites manufacturing firm to private equity group
- $8MM merger of forest products machinery firm
- $6MM sale of building materials firm to NYSE-traded firm
- $6MM divestiture of aerospace manufacturing division to competitor
- $6MM sale of aerospace manufacturing firm to private investor group
- $5MM Sale of SaaS software to Nasdaq-traded competitor
- $3MM sale of adventure sports firm to private investor group
DISCLAIMER: The information available at this website is for informational purposes only. It is not provided as legal advice to you, and you should not act upon it without seeking professional counsel. Any inquiry by email or telephone to one of our lawyers will not be considered confidential, nor establish an attorney-client relationship until we can check for conflicts of interest, and thereafter mutually agree to representation.
