Financial Advisory Services

McGuireWoods represents some of the world’s largest investment banks and financial advisory firms, as well as top middle market firms and premier boutiques. Over the past 10 years, our financial advisory lawyers have assisted clients with well over $100 billion in M&A transactions. The volume of transactions the firm handles led Thomson Reuters and Bloomberg, in part, to rank McGuireWoods among the top 10 M&A firms in the world. Mergers & Acquisitions magazine also named us M&A Mid-Market “Law Firm of the Year” for our global M&A capabilities and industry-leading innovations.

In today’s era of increased transparency, heightened regulatory and law enforcement scrutiny, and growing activism on the part of shareholders and the plaintiffs’ bar, financial advisors play a critical role in the success of any corporate transaction, investment or financing deal. McGuireWoods counsels clients at every step in the process, including drafting and negotiating engagement letters and indemnification agreements; drafting fairness, solvency and valuation opinions; reviewing and commenting on transaction documents and investment bank and advisory firms’ presentations to clients’ boards of directors and special committees thereof; and drafting descriptions of financial analyses underlying fairness opinions in documents filed with the Securities and Exchange Commission. Firm lawyers also provide guidance on general corporate issues, such as fiduciary duties, disclosure philosophy and compliance with federal securities law.

McGuireWoods’ financial advisory team includes some of the firm’s top corporate, securities and financial services lawyers, several of whom formerly were in-house counsel or investment bankers at top financial institutions and financial services providers. Our lawyers are ranked by The American Lawyer and Corporate Control Alert among the top counsel for investment banks acting as financial advisors. As industry thought leaders, team members frequently speak at legal events and conferences presented by organizations such as the Practicing Law Institute and the American Bar Association.

We draw on the resources of our international firm — including the experience of our corporate governance, mergers and acquisitions, private equity, cross-border transactions, restructuring and litigation practices — to provide comprehensive, coordinated guidance to financial advisory firms and investment banks.

Experience

  • REPRESENTATIVE MATTER

    Leidos Takes Next Step in Evolution

    Representation of Stout Risius Ross as financial advisor to Leidos Holdings, Inc. in its $4.6 billion merger with the Information Systems & Global Solutions business of Lockheed Martin Corp.

  • REPRESENTATIVE MATTER

    International food distributor

    Representation of international food distributor in the preparation of its supply chain agreements, including those related to distribution, logistics and software and commodity licensing and purchasing.

  • REPRESENTATIVE MATTER

    Stifel

    Representation of Stifel Financial Corp. as financial advisor to Targacept in its $100 million strategic transaction with Catalyst Biosciences.

  • REPRESENTATIVE MATTER

    Robert W. Baird & Co Incorporated Advises Span-America Medical Systems on Sale

    Representation of Robert W. Baird as financial advisor to Span-America Medical Systems (NASDAQ: SPAN), a mattress manufacturer, in its $80 million sale via cash tender offer to Savaria Corp. (TSE: SIS), Canada-based leading manufacturer in the accessibility industry.

  • REPRESENTATIVE MATTER

    BMO Capital Markets Corp.

    Representation of BMO Capital Markets as financial advisor to (1) Primo Water in its $263 million acquisition of Glacier Water Services and (2) Providence and Worcester Railroad in $126 million sale to Genesee & Wyoming Inc.; and (3) Questar Assessment Inc. in its $127.5 million sale to Educational Testing Service.

  • REPRESENTATIVE MATTER

    EOG Resources Expands Presence in Delaware and Powder River Basins

    Representation of Houlihan Lokey as financial advisor to Yates Petroleum in its $2.5 billion sale to EOG Resources.

  • REPRESENTATIVE MATTER

    Benchmark Capital

    Representation of Benchmark Capital as financial advisor to RR Media in its $242 million sale to SES S.A.

  • REPRESENTATIVE MATTER

    Oppenheimer & Co.

    Representation of Oppenheimer & Co. as financial advisor to VirtualScopics in its $16 million sale to BioTelemetry.

  • REPRESENTATIVE MATTER

    Leidos Takes Next Step in Evolution

    Representation of Stout Risius Ross as financial advisor to Leidos Holdings, Inc. in its $4.6 billion merger with the Information Systems & Global Solutions business of Lockheed Martin Corp.

  • REPRESENTATIVE MATTER

    Eureka Capital

    Representation of Eureka Capital as financial advisor to Roofing & Insulation Supply in its acquisition of Beacon Roofing Supply.

Team Leaders

Full Team
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