Mergers + Acquisitions

Mergers + Acquisitions

In the past five years, the M+A advisors at Kegler Brown have led more than 200 transactions with an aggregate deal volume of more than $2 billion.

Many of the attorneys in our M+A practice have earned industry-wide recognition for responsive client service. We have been noted for excellence in the practice of law by all major research-based and peer review rating services in various local and national publications. Most recently, Kegler Brown was recognized as a “Tier 1” M+A firm in Columbus by Best Lawyers and U.S. News in its annual Best Law Firms publication. 

Our M+A practice area regularly represents clients, both public and private, in the purchase and sale of businesses. We lead clients in a wide range of transactions, with a primary focus on serving the middle market, and our attorneys lead multi-disciplinary teams capable of handling all aspects of complex domestic and cross-border transactions.

Our Services

  • Transaction advisory
    • Asset and stock purchases and sales, including acquisitions and dispositions of business units and divisions
    • Auctions
    • Corporate governance advice
    • Distressed mergers and acquisitions, including Article 9 sales
    • ESOPs
    • Joint ventures
    • Leveraged buyouts and recapitalizations
    • Management buyouts
    • Private equity purchases and sales
    • Restructurings
    • Spin-offs
    • Taxable and tax-free reorganizations
    • Public and private financing transactions (debt and equity)
    • Growth equity raises
    • Sales and acquisitions of minority interests
    • UCC and secured transactions
  • Transaction services
    • Developing proposals and pricing strategies
    • Choosing and retaining financial advisors
    • Preparing private placement memoranda and other offering materials
    • Conducting auctions
    • Organizing physical and virtual due diligence rooms
    • Advising prospective sellers on preparing their businesses for sale
    • Advising boards on fiduciary duties
    • Preparing regulatory filings
    • Negotiating letters of intent
    • Conducting due diligence
    • Structuring transactions to achieve tax, accounting and other business objectives
    • Drafting and negotiating definitive documentation
    • Providing advice on rolled equity investments and continued employment relationships
    • Counseling clients on post-closing developments (e.g. disputes, working capital adjustments, indemnification claims)
  • Multi-disciplinary services
    • Antitrust compliance
    • Employee benefits and ERISA
    • Executive compensation
    • State and federal taxation
    • Environmental compliance
    • Intellectual property and technology
    • Real estate
    • Lending matters (e.g. senior and mezzanine financing)
    • Private equity
    • State and federal securities laws

Our Clients

We advise public and private clients worldwide that are engaged in middle-market transactions, providing best-in-class advisory services and flawless execution at affordable rates. We primarily serve privately held businesses and their owners in growth acquisitions and exit transactions, and publicly traded companies focused on middle-market transactions as part of their corporate growth strategies.


People

Steve Barsotti

Managing Director + Chair, Emerging Business

614-462-5458Email
Kacie N. Davis

Director + Chair, Business Transactions + Franchising

614-462-5402Email
Makiah E. Harper

Associate + Co-Chair, Diversity Equity + Inclusion

614-462-5407Email
Vinita Mehra

Director + Leader, Global Business Practice

614-255-5508Email

Experience

ESOP Stock Purchase Agreement for an Ohio-Based Manufacturer

ESOP Stock Purchase Agreement for an Ohio-Based Manufacturer

Pennsylvania Plumbing and Mechanical Supplier ESOP

Pennsylvania Plumbing and Mechanical Supplier ESOP

Sale of Company Equity to Florida-Based Electrical Sales ESOP

Sale of Company Equity to Florida-Based Electrical Sales ESOP

Sale of Southern Ohio Gift Shop

Sale of Southern Ohio Gift Shop

Stock Purchase Agreement for an Electrical Contracting ESOP

Stock Purchase Agreement for an Electrical Contracting ESOP

First-Ever Acquisition for Chipotle's "Cultivate Next" Venture Fund

Whole spices, oil and garlic, with a mortar and pestle

Leading Full-Service Restaurant Concept in Investment from Private Equity

A blank sign outside of a cafe

Sale of Majority Equity Interest in Real Estate Brokerage by Multiple Owners

City with investment charts overtop, representing a brokerage

Acquisition of Food Production Automation + Robotics Business

Robotics

Firm Highlights