Investments Lawyers

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Meet some of our Investments Lawyers

Deanna M. - Investments Lawyer in the United States
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5.0 (2)
Member Since:
July 28, 2023

Deanna M.

Attorney
Free Consultation
Raleigh, North Carolina
8 Yrs Experience
Licensed in MN, NC
Ave Maria School of Law

I have had the opportunity to experience the legal industry in a private setting and public sector, representing individuals, companies of all sizes, as well as the Government. As a strong leader, I take pride in continuously tackling new challenges and learning as much as possible, always finding answers and delivering results to my clients. I received my JD from Ave Maria School of Law in Naples, Florida and went on to pass the Uniform Bar Exam. I am currently licensed in Minnesota and North Carolina. I have experience in real estate law, estate planning, contract law, family law, criminal law, and more.

Recent  ContractsCounsel Client  Review:
5.0

"Deanna is very professional, easy to work with, clarifies doubt quickly, fast turnaround and value for money. I am very happy with the service. I would highly recommend her for any services that she offers."

Paul P. - Investments Lawyer in the United States
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Member Since:
July 27, 2023

Paul P.

attorney/manager
Free Consultation
Nashua, NH
24 Yrs Experience
Licensed in MA, NH
Massachusett School of Law

With more than twenty years of experience, Attorney Paul Petrillo has written contracts, business agreements, wills, trusts and the like. Licensed in both New Hampshire and Massachusetts, Attorney Petrillo is regular user of remote and virtual communications and document exchanges, such as DocuSign, Adobe e-sign, as well as virtual meetings using Zoom and Webex, to make drafting contracts and communicating with clients quick and easy.

Stephen S. - Investments Lawyer in the United States
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Member Since:
July 27, 2023

Stephen S.

Owner
Free Consultation
New Jersey
5 Yrs Experience
Licensed in NJ, NY
Nova Southeastern University

Stephen is a graduate of Nova Southeastern University - Shepard Broad College of Law, Stephen is licensed to practice in New Jersey and New York. He focuses on Morris, Passaic, and Bergen County, New Jersey, but services all of New Jersey. Before graduating, Stephen did an externship in Denver, Colorado with a focus on land use and development. Upon returning to New Jersey, he focused on Condominium and Home Owner Association. He also worked with Residential Real Estate Transactions and Estate Planning clients.

Peter R. - Investments Lawyer in the United States
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Member Since:
July 27, 2023

Peter R.

Of Counsel
Free Consultation
Hillsborough, North Carolina
32 Yrs Experience
Licensed in NC
University of North Carolina at Chapel Hill

Admitted in NC in 1994. Law degrees from English and US law schools. Civil and criminal litigation experience as well as in house corporate attorney. Recipient of the highest civilian honors from 14 states, the Ellis Island Medal of Honor, a papally blessed knighthood and listed in NLJ as a recipient of on of their Pro Bono Attorney of the Year Award winners and the NLJ top 40 trial lawyers in the USA under 40 years old.

Megan K. - Investments Lawyer in the United States
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Member Since:
August 1, 2023

Megan K.

Attorney
Free Consultation
Cleveland, Ohio
21 Yrs Experience
Licensed in OH
University of Akron

Hello! I have been working in commercial real estate for about 20 years. My experience is mainly in-house with real estate developers. I enjoy doing commercial real estate transactional work, including leasing, acquisitions and dispositions. I can also lead due diligence efforts for a potential purchase of a real estate asset and review and resolve title issues.

James N. - Investments Lawyer in the United States
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Member Since:
July 27, 2023

James N.

Owner-Attorney
Free Consultation
Colorado, New Mexico, Missouri
14 Yrs Experience
Licensed in CO, NM
University of Missouri - Kansas City School of Law

I'm a Chicago native and Kansas City transplant that has made regulatory compliance and civil administrative litigation for heavily regulated industries my niche for the past decade.

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Investments Legal Questions and Answers

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.

Read 1 attorney answer>

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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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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