Areas of Focus
As a Firm, we do not accept routine matters or relationships. Given our chosen size and structure, our principal focus is on building deep relationships with our clients and their matters so we may provide unique creativity, value and perspective to assist them in achieving their goals.
Our firm's extensive capabilities cater to diverse situations and client requirements. We consistently harness our collective experience to offer clients optimal advice across all scenarios. With specialized teams and a strong focus on discretion and confidentiality, our expertise spans the following areas:
Mergers & Acquisitions
We have advised on well over $1.5 Trillion in transactions and have operated in the global M&A environment at a senior level for over two decades…
Corporate Litigation
Our team frequently advises on our clients’ most significant and complex corporate litigation matters, being the liaison between the principals and the outside litigation team…
Activism/Contested M&A
Jim Woolery and Woolery & Co have advised on and helped to catalyze some of the most high profile and complex contested M&A and activist situations…
Corporate Governance and Shareholder Engagement
Jim Woolery, who co-founded The Shareholder Director Exchange in 2014, has been one of the most prominent voices on shareholder relations over the last 15 years…
Direct Investment/Independent Sponsor-Led Transactions
Due to our extensive experience, boutique firm model and access to capital, Woolery & Co is uniquely well positioned to provide top tier advisory services to family offices, independent sponsors and their capital providers…
Portfolio Company and Pre-IPO/Pre-Sale Readiness
Given our Firm’s size and unique model, we actively seek to stay involved with our clients after an initial transaction, advising at the portco level on matters of corporate governance, capital structure, add-on transactions and pre-IPO/pre-sale restructuring…
Crisis Management and Media Relations
Rooted in our Firm’s lean design, we provide our clients a discrete platform to nimbly navigate complex and high-profile issues of all forms…