Search for "Strategic Financial"

Kristin Larson offers 22 years legal counseling experience developed in one of the world’s toughest and most prestigious corporate law firms (Skadden Arps Slate Meager and Flom) where she honed her skills in a broad array of strategic, sophisticated business and financials transactions as an Environmental, Health and Safety (EHS) specialist for all major financial transactions (M&A, refinancing, reorganizations, IPO, SEC filings etc). Her focus and expertise includes • Evaluation and management of EHS liabilities; tracking/planning regulatory reforms • Complex remediation strategies and oversight including for Superfund cleanup actions, internal and 3rd party EHS audit programs • Development and...

Julia is a planner. She is very good at thinking through the logistics of how a plan will come together and is strategic in working to bring that plan to life. These qualities come to light as she guides families in strategic ways to provide for and protect their loved ones. “Family means so much to me. My family loves getting together when we can, and we always end up reminiscing over funny stories and memories. I cherish those get-togethers. Working here, I hope to help people realize Estate Planning does not have to be a solemn matter but rather it...

Matthew is the managing partner of Moisan Legal.

Moisan Legal is a boutique law firm based in New York City. We measure our value by the outcomes we achieve and the value that we add to each project. Advising as strategic business partners with legal knowledge, we work with our clients to find innovative solutions to complex issues. Our team has a wide range of industry-specific knowledge that allows us to foster long-term relationships and create sustainable growth. We integrate technology into our practice to streamline communications, as well as encourage efficient document management and work product delivery.

Moisan Legal works closely...

“As an Assistant State Attorney, I spent years in the courtroom prosecuting those who took financial advantage of senior citizens. While it was incredibly rewarding to see justice served, I always wished I could have done something to help prevent the exploitation in the first place. Now, as an elder law attorney, I help my clients strategize and plan the best way to protect their assets from theft and fraud."

Kathryn N. Lewis earned her bachelor’s degree in 2004 from the Harriet L. Wilkes Honors College of Florida Atlantic University and her juris doctorate, cum laude, from Stetson University...

Antonio Gastélum is a partner at MEG International Counsel, PC, and until recently, the principal of an independent Registered Investment Adviser (RIA), exclusively dedicated to international estate, business, and financial planning. Antonio is a law graduate of the Universidad de Monterrey, in Monterrey, Nuevo Leon, Mexico. He obtained his master's degree in Comparative Law and Business Planning from the University of San Diego School of Law, as well as his Chartered Life Underwriter designation from the American College of Financial Services.

Antonio Gastélum is a licensed attorney in Mexico and Texas, but not in California. In Texas, he leads the firm’s...

Will Stafford is Of Counsel in Crain Caton’s Corporate, Business Transactions and Tax Group. With over a decade of legal experience, Will has developed a broad corporate practice, with an emphasis on securities offerings, business transactions, and general corporate governance. He has extensive experience representing individuals, public and private companies, financial institutions and local governments in a wide variety of matters including capital markets transactions, mergers and acquisitions, early-stage and venture capital investments, technology transactions, commercial contracts, securities regulation and compliance, corporate structuring and formation, and general corporate matters.

Will has represented corporations in the issuance of debt, equity and convertible...

Legal Experience—Solving Complex Business Problems Ms. Lockner is a partner in the firm's business litigation department who works with business leaders facing legal disputes that cause financial exposure and other risks to their business. Using her extensive litigation and trial experience, Ms. Lockner offers strategic legal guidance on how to use litigation—either defensively or affirmatively—to meet their business objectives. As a trial attorney, she has the skills and expertise to wield the threat of trial as a sword, but understands and appreciates her clients’ need to use it only as weapon of last resort. Ultimately, Ms. Lockner’s goal is to further...

Rick Frimmer has extensive experience providing legal, financial advisory, and strategic counseling over a 35+ year practice as an attorney and a CPA. His national practice has spanned bankruptcy and creditors’ rights, public finance, commercial and tax litigation, mergers and acquisitions, corporate securities law, and taxation. Rick has successfully worked on over 150 restructurings of corporate and public debt, both in and out of bankruptcy, representing nearly every high yield bond fund, all of the major corporate trustees, and many private hedge funds.. He has appeared in more than 20 Federal Courts of Appeal, District Courts, and Bankruptcy...

Mark Zafrin has over thirty years of transactional experience and handles a broad range of matters for clients in the Healthcare & Pharmaceutical and Financial Services industries. He possesses in-depth knowledge of FHA and conventional mortgage financing, mezzanine and private equity financing and healthcare Certificate of Need applications. He has vast experience representing clients in extremely complex and difficult mergers and acquisitions of healthcare facilities, hospitals, federally financed clinics, ambulatory surgery centers and large physician practice groups. As General Counsel, Mr. Zafrin advises and assists his clients, ranging from nursing homes to assisted living centers and clinics (including primary care...

Dustin is licensed in Florida as an Attorney, a Certified Public Accountant, and a Real Estate Agent. He focuses his practice on providing legal, accounting, financial, and business consultation to various businesses operating in the hemp and marijuana industries.

Dustin has worked at one of the largest national accounting firms – Deloitte – as well as one of the largest national law firms – Holland & Knight. After working at Holland & Knight, Dustin applied his legal and accounting background in the business world while running a multi-state manufacturing company. In addition to handling all financial and legal matters for the...

Engaged in a private law practice informed by a 25-year prologue career as a Fortune 500 executive with companies in aerospace, biotech, chemical, comm, defense, medical and pharma businesses worldwide; Former executive at Alliant Techsystems, Inc. (formed by M&A of Honeywell and Hercules companies), CP Kelco ApS (formed by M&A of Monsanto and Hercules companies then sold to JM Huber), Hercules Incorporated (acquired by Ashland, Inc.) and the Whittaker Corporation (acquired by Meggitt PLC et al), most recently with Lehman Brothers Holdings Inc. portfolio company; Corporate leadership roles have included Chief Development Officer, Senior Vice President, Managing Director, Corporate Secretary, Vice President...

Jonathan Strauss is a partner in Morris James’ Business Transactions, Strategic Planning and Counseling Practice, a group that has been involved in over $100 Billion in financings for a wide range of clients. Jonathan counsels clients on the formation, use and governance of limited liability companies, statutory and common law trusts, partnerships, and corporations in a variety of transactions including in complex financing transactions. He also provides third-party legal opinions regarding Delaware law related to those entities. He acts as Delaware counsel to local and national financial institutions, trustees, and other parties, and advises and guides them in a range...

Mark G. Bloom, CLP, RTTP Registered Patent Attorney Currently serving as Director of Contracts for the NSABP Foundation, Inc. (Pittsburgh, PA). In my career, I have held senior management positions in legal services, research administration, technology transfer, global IP management, corporate alliance development, and as an external business advisor and technology marketer, providing valuable perspectives on strategic priorities and day-to-day business concerns. Possess extensive experience in the identification, assessment, structuring, capture, and commercial exploitation of key opportunities consistent with strategic objectives. Personal Skills _________________________ Effective negotiator Excellent public speaker Forward-thinking yet practical High cultural intelligence Leading by example Passionately curious about science and technology Start-up / Spin-out Activity _________________________ 9 Biomedical Device 8 Biotech/Pharmaceutical 2...