Investments Lawyers for Chicago, Illinois

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Meet some of our Chicago Investments Lawyers

Jeff A. - Investments Lawyer in Chicago, Illinois
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5.0 (1)
Member Since:
September 20, 2023

Jeff A.

Business Attorney & Advisor
Free Consultation
Remote
21 Yrs Experience
Licensed in IL
University of Denver College of Law

Trusted legal counsel and business advisor to businesses and executive teams in the software, financial, and technology industries. Practice areas include commercial transactions, licensing, SaaS/PaaS/IaaS delivery models, software product development, regulatory compliance, new business formation, employment matters, and general corporate matters.

Lauren F. - Investments Lawyer in Chicago, Illinois
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4.3 (1)
Member Since:
March 4, 2025

Lauren F.

Attorney
Free Consultation
Chicago, Illinois
15 Yrs Experience
Licensed in IL
Chicago-Kent College of Law

Former partner in mid-size firms, now a solo practitioner, with over a decade of experience in commercial real estate, including leasing, acquisition and disposition, and real estate finance.

Sarah P. - Investments Lawyer in Chicago, Illinois
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Member Since:
September 12, 2023

Sarah P.

Attorney
Free Consultation
Lemont, Illinois
12 Yrs Experience
Licensed in IL
University of Illinois Urbana-Champaign

Sarah graduated magna cum laude from the University of Illinois College of Law in 2013. Prior to opening her own practice, Sarah worked in a large law firm defending corporate clients. She then transitioned to a smaller firm where her longing to serve clients in the surrounding community became evident. With her prior experience, Sarah opened her own firm in 2016 and has since served Lemont and the surrounding areas.

Sahil M. - Investments Lawyer in Chicago, Illinois
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Member Since:
September 19, 2023

Sahil M.

Principal Attorney
Free Consultation
Chicago, IL, United States
5 Yrs Experience
Licensed in IL DC
University of Illinois - Chicago School of Law

Drishti Law is devoted to assisting clients identify and protect their competitive advantage by establishing a capitalization strategy that adapts to their needs. Our expertise focuses on developing competent asset management strategies for innovators, creators, startups, and businesses. Additionally, navigating the current IP trends require a seamless experience that is personable and reflective of your goals. The principal attorney, Sahil Malhotra, founded Drishti Law because of his deep passion and ever-evolving interest in Intellectual property and Data Privacy. We take a holistic approach in balancing the risk and rewards as it relates to the development, management, and capitalization of your assets. Our ability to implement complex litigation and prosecution services permits effective execution of trademark, trade secret, copyright, and data privacy for individuals and businesses. It begins with creating a client-centric environment that develops trust through efficient decision making and instituting creative solutions.

Katherine V. - Investments Lawyer in Chicago, Illinois
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Member Since:
November 1, 2023

Katherine V.

Attorney
Free Consultation
Frankfort, Illinois
28 Yrs Experience
Licensed in IL
DePaul University College of Law

I am a skilled legal researcher and writer with a background in contract drafting and negotiation as well as litigation. I've served as an arbitrator for the past three years and have presided over nearly 400 binding arbitrations for an online dispute resolution platform. Additionally, I am a content writer and editor for the insurance division of LexisNexis. In my role as a contractor for LexisNexis, I research, draft, and edit high-quality legal reference tools on a variety of insurance topics for use by lawyers and insurance industry professionals.

Jocelyn W. - Investments Lawyer in Chicago, Illinois
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Member Since:
April 21, 2024

Jocelyn W.

Attorney
Free Consultation
Venice, CA
13 Yrs Experience
Licensed in IL MN
Vermont Law School

Jocelyn A. Walters-Hird focuses her practice on conservation law and other real estate matters. She has provided counsel on dozens of conservation easement transactions as well as fee sales and acquisitions, including the structuring, negotiating, and closing of such projects. Prior to joining the conservation community, Jocelyn worked as a litigator, which has informed her approach to drafting workable documents and resolving post-transaction issues. With both in-house counsel and private practice experience, Jocelyn has a unique skillset allowing her to problem solve and provide sound legal advice to land trusts, landowners, and other organizations. She is the former Sr. Staff Attorney at the Minnesota Land Trust, where she led the legal team of the state’s largest non-profit land trust. She also worked as Attorney for Conservation Partners, LLP, a nationally-recognized boutique law firm that has assisted land trusts and landowners in protecting hundreds of thousands of acres of land. Jocelyn now serves as Contracted Counsel for the firm.

Lisa C. - Investments Lawyer in Chicago, Illinois
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Member Since:
May 8, 2024

Lisa C.

Attorney
Free Consultation
Chicago, Illinois
29 Yrs Experience
Licensed in IL
Northwestern Pritzker School of Law

Lisa Copland Gordon is a seasoned litigator who has practiced law in Illinois for over 25 years. She is a graduate of Northwestern Pritzker School of Law, with a concentration in Civil Litigation and Dispute Resolution. Lisa earned her undergraduate degree from Princeton University. Lisa provides counsel to clients in real estate matters including purchasing, selling, HOA and lease issues. She also represents clients and small businesses in all Cook County courthouse locations.

Marcia P. - Investments Lawyer in Chicago, Illinois
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Member Since:
May 23, 2024

Marcia P.

Attorney
Free Consultation
Valparaiso, Indiana
9 Yrs Experience
Licensed in IL IN
The John Marshall Law School

Marcia is an experienced business litigation and transactional attorney providing general counsel to individuals and small businesses owners in transactions and business disputes. Marcia's law practice focuses primarily on commercial litigation and transactional law. She represents and defends individuals, partnerships, limited liability companies, corporations, and not-for-profit corporations in a variety of commercial and employment disputes including partnership disputes, shareholder disputes, member disputes, and contract disputes. Additionally, she advises clients on transactional matters including contract creation, review, and negotiation, real estate transactions, mergers and acquisitions, donations, corporate governance, municipal governance, policy formation, and various compliance issues.

Alyssa C. - Investments Lawyer in Chicago, Illinois
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Member Since:
November 13, 2024

Alyssa C.

Attorney
Free Consultation
Chicago, IL
11 Yrs Experience
Licensed in IL MO
George Mason University School of Law

Illinois-licensed attorney with 9 years of experience in public interest work utilizing advanced skills in contract & project management, compliance, investigation, risk management, & training. Proven record developing and managing partnerships to deliver exceptional results in government agencies, non-profits, law firms, and broad community networks leading to multi-million dollar recoveries, risk management, and execution of large-scale program initiatives. Skills include: 1. Project & Contract Management: 9 years in project & contract management tracking project and contract goals, stages, budgets, and deliverables to lead and support program and department initiatives. 2. Compliance, Investigation, & Risk Management: 9 years in law, policy, & programs conducting investigation, research, writing, analysis, and education in administrative agency and court matters relating to: compliance, financial regulation, contracts, employment, workforce development, healthcare, retirement assets, mental health, disability, taxes, immigration, civil rights, grants, benefits, social services, & criminal defense. 3. Training/Teaching: 4 years training co-workers & community partners; 3 years teaching in U.S. & Ecuador (7 total). 4. Technology: Microsoft Office (including Excel), Contract Express, DocuSign, SharePoint, Westlaw, Lexis Nexis, Concordance, GoldFynch, Clio, Smokeball, Qualtrics, Google Forms, Slack, Zoom, Teams, Webex, & Adobe. 5. Spanish: Advanced Spanish skills from 1 year of teaching, studying, & travel in Ecuador, Peru, & Mexico.

Carissa E. - Investments Lawyer in Chicago, Illinois
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Member Since:
February 26, 2025

Carissa E.

Principal Attorney
Free Consultation
Chicago, IL
8 Yrs Experience
Licensed in IL
DePaul University College of Law

As a resident of the Chicago Southside, Attorney Carissa Essex is a dedicated mother, wife, and attorney. Carissa graduated from the Illustrious Spelman College in Atlanta, Georgia in 2012 with a Bachelor of Arts Degree in Political Science. She then returned to Chicago to obtain her Juris Doctorate in 2016 from DePaul University College of Law. After working in Corporate America for several years as a full-time Legal Project Manager practicing law part-time, Carissa decided to devote all of her time to her legal practice and founded Essex Law in early 2024. Focusing on Family Law and Real Estate Law matters, Essex Law provides exceptional and affordable services to all throughout the Chicagoland Area.

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Investments Legal Questions and Answers

Investments

Stock Purchase Agreement

Washington

Asked on Jul 29, 2023

Stock purchase agreement and termination rights?

I am currently a shareholder in a startup company and I am looking to purchase additional stock in the company. I am concerned about the termination rights associated with the stock purchase agreement, as I want to ensure that I am protected in the event of a dispute or termination of the agreement. I am looking for advice from a lawyer to ensure that my rights and interests are protected.

Merry K.

Answered Aug 29, 2023

You can submit a request for a review through ContractsCounsel and WA State attorneys will bid on your job. You can also find WA State attorneys through wsba.org. I'm not able to review this kind of agreement myself, but my words of advice are to not put all your investment eggs in one basket - diversify your investments into real estate, stable and secure stock, etc. Too many people put all their money into the company they work for, and lose everything when their company goes bankrupt.

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Investments

SAFE Note

Connecticut

Asked on Aug 10, 2023

When to use a SAFE Note?

I am a small business owner looking to raise funds for my business. I have been exploring different financing options, and I have recently come across SAFE Notes. I'm not sure when to use a SAFE Note, and how it could benefit my business. I am hoping to learn more about how SAFE Notes work and when they should be used.

Thomas L.

Answered Aug 15, 2023

SAFEs are used by growth capital technology startups who are planning to sell multiple rounds of preferred stock to investors. A SAFE is a stock warrant, meaning, the pre-purchase of a later issuance of stock. If you are planning to sell multiple rounds of preferred stock to investors, then a SAFE is a quick way to raise smaller amounts of capital in advance of selling a big preferred stock round.

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Investments

Common Stock Purchase Agreement

Texas

Asked on Apr 24, 2025

What are the key provisions to include in a Common Stock Purchase Agreement?

I am in the process of negotiating a Common Stock Purchase Agreement with a potential investor for my startup, and I would like to understand the essential provisions that should be included in the agreement to protect both parties' interests, such as the purchase price, number of shares, representations and warranties, conditions precedent, and any restrictions on transferability or voting rights.

Darryl S.

Answered Jun 6, 2025

The specific terms (such as whether to give any voting or veto rights for example) will depend on factors like your company's stage, the investor's sophistication level, and the investment amount or percentage of the company the investor is acquiring. Consider having experienced counsel review the agreement, as the long-term implications of certain provisions can significantly impact your company's future governance, ability to raise funds and options to bring on other investors or key employees. Early stage companies often have significant restrictions on transferability of the stock, a ROFR clause and claw-back options. The provisions you mention are also required as they are core to the business terms. Hope this is helpful. The classic lawyer answer is "It depends" and that is true here.

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