Management, Founder & Family Representations
In today’s transactional landscape, founders, C-suite teams, and family shareholders often face substantial strategic and governance challenges without truly aligned counsel. Woolery & Co fills this gap—offering conflict-free, performance-based representation rooted in top-tier institutional experience.
We provide integrated strategic, financial, and legal advisory across M&A, private capital, governance transitions, and activist defenses. We often represent entrepreneurs, executive teams, and family stakeholders who seek protection, guidance, and alignment in their most critical moments.
Select Representative Matters:
Founder Roll-Over in Strategic Acquisition - Advised a founder in the sale of a category-leading technology platform to a public acquirer, structuring equity roll-over, governance protections, and long-term alignment with the new ownership group.
Expedited Management Liquidity Transaction - Represented a senior executive shareholder in negotiating an above-market buyout of personal equity in a sponsor-backed company—where other advisors had failed to close a transaction over an extended period.
Cross-Border Family Joint Venture - Counseled members of a multi-generational industrial family in forming a joint venture with a U.S.-based private equity firm, involving the carve-out of U.S. assets into a newly formed entity with shared control and defined exit mechanics.
There are several proprietary and highly confidential matters our firm has advised on. Further details, case studies and direct references to our record of exemplary outcomes are available upon request.