About Us

Woolery & Co is a strategic law firm established in 2020 by industry veteran, James (Jim) Woolery. Formerly a Senior Partner at Cravath, Swaine & Moore, co-Head of M&A at JP Morgan Chase, and co-Founder of hedge fund, Hudson Executive Capital, Jim Woolery is widely recognized as one of the country’s leading M&A experts and has advised on transactions with an aggregate value in excess of $1.5 Trillion. Woolery & Co’s attorneys have deep, multi-disciplinary experience as both lawyers and bankers at top institutions.

What sets Woolery & Co apart is our distinctive approach — we do not take on routine matters. Instead, we retain a lean structure that allows us to focus on select clients with whom we maintain deep, trusted relationships and unique situations that require highly strategic solutions. Free from the conflicts that restrict larger firms while leveraging a performance-based fee structure, Woolery & Co invests directly in our matters in order to align with our clients and their goals.

  • Woolery & Co typically works with clients on a retainer basis with the majority of compensation tied to mutually agreed upon performance milestones. This fee structure is designed to align the Firm directly with our clients and their success.

  • Woolery & Co leverages an extensive, proprietary Firm rolodex of transactional specialists, industry experts, family offices, funds, SWFs, founders and companies, allowing the Firm to facilitate capital introductions, bring forward buyers in a sell-side process and assist in selection of other top-tier advisors.

  • Woolery & Co boasts a team of lawyers that bring forward a unique combination of legal and finance. Each member of our associate team is a JD/MBA and many have prior investment banking experience. As a result, Woolery & Co is able to provide value across the advisor stack and our strategic advice is based on a comprehensive understanding of the deal.

  • As an independent boutique, Woolery & Co is not encumbered by the many conflicts that preclude large law firms and sell-side advisors from participating in unique situations that require top-tier advisors and bespoke treatment.

  • Woolery & Co intentionally limits which clients we represent and which matters we advise on, such that each project receives dedicated senior partner level focus. This helps lower costs for our clients as we do not use boilerplate as a starting point, there is no large deal team to pass through and no junior associate training costs.

Strategic Law Firm

Woolery & Co blends top-tier legal advisory with selective access to capital introductions and deal flow—defining what it means to be a strategic law firm.

Capital Network

Our capital network isn’t just broad—it’s aligned. Woolery & Co introduces clients to funds, family offices and strategic buyers who share a similar investment philosophy, risk tolerance and deal profile. These are sophisticated investors who trust our judgment and view our advisory role as a critical part of their diligence process. We only make introductions on transactions where we are actively advising—because that’s what gives our network confidence to engage.

Deal Flow

In addition to sourcing capital, Woolery & Co provides our network with differentiated, high-quality deal flow. Because we are often advising on transactions and making capital introductions, the opportunities we share are not broadly marketed or passed over by traditional intermediaries. Instead, they are led by experienced operators, sponsors and industry experts—with Woolery & Co actively involved in shaping and structuring the deal. We take a thoughtful, mandate-driven approach to sharing opportunities with our network, ensuring they align with each investor’s strategy and investment criteria. This level of alignment and access is a key reason our network remains engaged and responsive.

Proprietary Investor and Affiliate Network

Woolery & Co does not seek to displace other lawyers or advisors. Rather, we routinely partner with our clients’ existing legal, strategic and financial service providers, streamlining processes and driving strategy on complex transactions.

Through our proprietary investor and affiliate network, Woolery & Co is able to assist in the selection of top-tier advisors, facilitate capital introductions and bring strategic buyers forward in a sell-side process. In this way, Woolery & Co merges boutique advice with high-quality scale on an as-needed and targeted basis to create a best-in-class and bespoke group of advisors and principals to a transaction.

Several case studies with proprietary material regarding our prior collaborations are available and can be provided upon request.