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Financial Services Agreement Lawyers

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Lori B. - Financial Services Agreement Lawyer in the United States
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5.0 (100)
Member Since:
October 11, 2024

Lori B.

Business and Real Estate Attorney
Miami, Florida
38 Yrs Experience
Licensed in FL
University of Miami School of Law

With over 25 years of legal experience, I can assist your legal needs -promptly and professionally. I am a business, contract and real estate lawyer with extensive experience in company formation, sale of businesses, business purchase and sale transactions, commercial and residential leases, employment and the sale of real property.

Recent  ContractsCounsel Client  Review:
5.0

"Great experience, Lori's response was quick, even on a weekend, and job completed. I added the advice and project done. Thank you."

Justin A. - Financial Services Agreement Lawyer in the United States
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5.0 (10)
Member Since:
July 7, 2021

Justin A.

Partner
Free Consultation
Seattle, WA
9 Yrs Experience
Licensed in NY, WA
The University of Chicago Law School

I am a lawyer who helps small businesses, nonprofits, and startups with a wide variety of agreements, corporate formation, and corporate governance. ​ I earned my BA from Tulane University and my JD from the University of Chicago Law School. Before starting my own practice, I worked at an international law firm in New York City. ​ Outside of work, I am on the board of the nonprofit Seattle REconomy (which runs the NE Seattle and Shoreline tool libraries) and I enjoy gardening, baking bread, and outdoor activities with my spouse and two dogs.

Recent  ContractsCounsel Client  Review:
5.0

"Justin provided excellent, expedient service and made sure my needs were met satisfactorily."

Daehoon P. - Financial Services Agreement Lawyer in the United States
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4.8 (203)
Member Since:
November 26, 2021

Daehoon P.

Corporate & M&A | Venture Capital, Private Equity & Web3 Counsel | Real Estate Transactions
Free Consultation
New York, NY
10 Yrs Experience
Licensed in NY
American University Washington College of Law

Corporate, M&A & Securities Lawyer | Managing Attorney, DP Counsel PLLC Practice Areas: Business Formation | Commercial Contracts | Contract Drafting & Review | Mergers & Acquisitions | Venture Capital | Securities Offerings | Franchise Law | Employment & Equity Compensation | Intellectual Property | Cross-Border Transactions About/Bio: I represent companies, investors, and fund sponsors in corporate transactions, commercial contracting, and private securities matters, from entity formation and early-stage financings to acquisitions, exits, and ongoing strategic counsel. As Managing Attorney of DP Counsel PLLC, I help clients structure transactions clearly, allocate risk thoughtfully, and move deals forward with documentation that is practical, enforceable, and aligned with business objectives. My practice includes both day-to-day commercial matters and more complex transactional work, including venture financings, private offerings, M&A deals, fund-related documents, and cross-border structuring. What I Do: Corporate & Commercial • Entity formation and structuring for corporations, LLCs, and limited partnerships • Operating agreements, shareholder agreements, and governance documents • Commercial contract drafting, review, and negotiation • Vendor, distribution, manufacturing, SaaS, and licensing agreements • Employment, consulting, confidentiality, and equity compensation agreements • Outside general counsel support for growing companies Securities & Private Capital • Private offerings under Regulation D and Regulation S • Private placement memoranda, subscription agreements, and investor documents • SAFE, convertible note, and priced equity financings • Venture capital and private fund formation matters • Fund governing documents and offering document packages • Securities law analysis for private capital raising transactions Mergers & Acquisitions • Letters of intent and term sheets • Stock purchase, asset purchase, and merger agreements • Due diligence coordination and transaction support • Disclosure schedules, closing documents, and post-closing matters • Earnouts, rollover equity, indemnity structures, and related deal terms • HSR, CFIUS, and related regulatory issue spotting for qualifying transactions Digital Assets & Emerging Technologies • Federal-law digital asset and token securities analysis • Entity structuring for blockchain and Web3 ventures • Digital asset fund and operating structures • AML/KYC documentation support and regulatory issue spotting Franchising • Franchise Disclosure Documents (FDDs) • Franchise agreements • Master franchise and area development agreements • Franchise structuring and registration coordination Real Estate Transactions • Commercial real estate acquisitions and dispositions • Real estate joint ventures and syndications • Commercial lease drafting and negotiation • Real estate investment structures and related offering documents Cross-Border & International • U.S. market entry and entity structuring for international clients • Delaware and multi-entity holding structures • Cross-border transaction planning and documentation • Coordination with foreign counsel and tax advisors on cross-border matters Why Clients Hire Me: • Big-law-level drafting with boutique responsiveness • Practical, business-focused advice grounded in execution reality • Clear scoping and transparent fee arrangements • Experience across financings, acquisitions, fund formations, and cross-border transactions Typical Projects: • Contract drafting and negotiation • Entity formation and governance packages • Private offering document suites • Venture financing documentation • M&A transactions from LOI through closing • Fractional or outside general counsel support Industries Technology | SaaS | FinTech | Digital Assets | E-commerce | Healthcare | Real Estate | Food & Beverage | Professional Services

Recent  ContractsCounsel Client  Review:
5.0

"Daehoon reviewed my Terms of Service and Privacy Policy for a consumer mobile app with NFC-enabled physical merchandise and e-commerce. I came in with polished drafts already vetted against the codebase — so this was a review engagement, not drafting from scratch. The quality of his analysis stood out immediately. His proposal was the only one that flagged specific technical nuances about my product before I even hired him — like the distinction between service-provider and third-party framing under CCPA, and that city-level location data still triggers most state privacy frameworks. That level of attention carried through to the deliverables. He returned redlined versions of both documents plus a detailed decision-items list covering everything from DMCA counter-notification gaps to pseudonymous data classification under state privacy laws. His terminology change from "anonymized" to "pseudonymous" for analytics data was the kind of precise, substantive catch that actually changes how you architect your deletion pipeline — not just cosmetic legal polish. Communication was straightforward and professional. Would hire again for future legal doc work."

Kevin A. - Financial Services Agreement Lawyer in the United States
View Kevin
5.0 (1)
Member Since:
April 11, 2024

Kevin A.

Senior Commercial Real Estate Attorney
Free Consultation
San Francisco Bay Area, California
21 Yrs Experience
Licensed in CA
University of California, Hastings College of the Law

With nearly 20 years’ experience as a seasoned commercial real estate attorney, I am highly proficient in property acquisitions, financing, sales and transfers (including renewable energy and telecommunications projects), commercial lease agreements (office, industrial, retail, and hospitality), construction and property management contracts, due diligence matters, title and survey analysis, strategic litigation oversight, and corporate and regulatory compliance (operating agreements, bylaws, shareholder agreements, NDAs, and indemnity agreements).

Recent  ContractsCounsel Client  Review:
5.0

"I hired Kevin to review a business lease and purchase agreement - he was extremely helpful and knowledgeable. 10/10, highly recommend!"

Song L. - Financial Services Agreement Lawyer in the United States
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Member Since:
April 15, 2024

Song L.

Business and Real Estate Lawyer
Free Consultation
Minnesota
30 Yrs Experience
Licensed in MN
University of Minnesota Law School

In her professional life, Song Lo brings in a depth experience as general counsel to various companies and organizations in business and the real estate arena. Over the last 26 years, she has advised both companies and individuals in the areas of corporate investments, real estate development and contracts across multiple markets.Song has extensive experience in understanding how the law impacts companies wherever they might be in their age and stage. Important to investor and entrepreneur efforts, she has advised in the acquisition and transfer of shareholder stocks and assisted in the restructuring of private companies. Her specific areas of expertise are in corporate organization, mergers and acquisitions, employment, investments and real estate development. Specifically in real estate, Song participated in all aspects of development including pre-development and successfully gaining entitlements necessary for residential, senior housing and commercial projects. She holds experience both as legal counsel and as co-developer of real estate development projects. She was an owner and developer of senior cooperatives in Minnesota, with the LifeStyle Communities Group, promoting innovation and active living for all seniors. And, she brings all of this experience to the table at Raven Enterprise Group and RJP Development to enhance and support its services to consult and develop meaningful real estate development projects.

Kenneth f. - Financial Services Agreement Lawyer in the United States
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Member Since:
April 12, 2024

Kenneth f.

Lawyer
Free Consultation
Texas
4 Yrs Experience
Licensed in TX
St. Marys School of Law

Kenneth D. Ferguson is a distinguished attorney who earned his Juris Doctorate from St. Mary’s School of Law in May 2022. During his time at St. Mary’s, Kenneth displayed exceptional dedication and skill in the field of law, culminating in a historic achievement when his team secured victory in the first-ever National Mock Trial Championship for the university. This remarkable feat showcased Kenneth’s innate talent for advocacy and his unwavering commitment to excellence, earning him a well-deserved induction into the prestigious Order of the Barristers organization. Kenneth serves as a respected member of the Board of Directors for the Texas Young Lawyers Association, where he contributes his insights and expertise to the development of the legal community. Additionally, he holds the esteemed title of Fellow of the Texas Bar Foundation, a recognition of his outstanding contributions to the legal profession. Kenneth is also a valued member of the Texas Bar College, demonstrating his commitment to continuous learning and professional growth. Kenneth is licensed to practice law in a multitude of jurisdictions, including all Texas Courts, the U.S. District Court Northern District of Texas, the U.S. District Court Eastern District of Texas, and their respective Bankruptcy Divisions.

David S. - Financial Services Agreement Lawyer in the United States
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Member Since:
April 15, 2024

David S.

Experienced Counsel
Free Consultation
Wayne, New Jersey
45 Yrs Experience
Licensed in NJ, NY
St. John's University School of Law

An experienced attorney, fully versed in all facets of commercial and developmental real estate, and general corporate practice, including representing all parties in purchasing, asset purchases, leasing and financing transactions. Experienced in the following areas: Real Estate Development/Development Projects • General Contract Drafting and Negotiation • Construction Contracts •Bankruptcy• Corporate Governance • Transactional Real Estate • Real Estate Financing • Litigation Mergers/Acquisitions • Labor and Employment • Management Equipment Leasing • Land Use • Landlord Tenant Matters

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"Ryenne was amazing! She was very detailed and answered all of our questions in a timely manner. Very professional and we will be working with her again."

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Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

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Clients Rate Lawyers 4.9 Stars
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ContractsCounsel User

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Page Count: 3
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ContractsCounsel User

Recent Project:
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Location: New York
Turnaround: Less than a week
Service: Drafting
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Number of Bids: 4
Bid Range: $700 - $1,000

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