DESCRIPTION
Drafting Stockholder Agreements, Part 2
Advance your stockholder agreement expertise with sophisticated strategies for complex ownership structures and specialized corporate governance arrangements. This program builds on foundational concepts to address challenging scenarios including multi-generational ownership, professional investors, and succession planning considerations. Develop the specialized knowledge required for the most complex closely-held corporation planning.
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Master complex ownership structures including voting trusts, family limited partnerships, and holding companies
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Address drag-along and tag-along rights in professional investor and venture capital contexts
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Navigate succession planning and generational transfer issues affecting family business continuity
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Structure innovative governance mechanisms that adapt to changing family and business dynamics
Speakers:
Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.
Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.