jump to navigation

MBBP Corporate Attorneys Represent Mosse & Mosse Associates in Acquisition of Certain Assets by Risk Strategies Company 04/12/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Client News, Corporate, Deal News, MBBP news.
Tags: , ,
add a comment

A team of Morse Barnes Brown Pendleton attorneys, led by Joe Marrow, Dave Czarnecki, Kelly Hinkel and corporate paralegal Yongha Lee, recently represented our client Mosse & Mosse Associates, LLC in a sale of certain assets to Risk Strategies Company. Mosse & Mosse provides its client base with both employee benefits and retirement plan consulting services. Risk Strategies Company, a privately-held, rapidly-growing national insurance brokerage and risk management firm, has expanded its employee benefits practice and expertise through the Mosse & Mosse acquisition. The sale of assets did not include Mosse & Mosse’s benefits business related to municipalities and educational institutions, and MBBP will continue to represent Mosse & Mosse in that on-going enterprise.

Carl Barnes Quoted in BloombergPolitics on Rex Tillerson Email Probe 03/15/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News.
Tags: , ,
add a comment

CFB Headshot Photo 2015 (M0846497xB1386)In the investigation into the accuracy of Exxon Mobil’s statements regarding the possible effects of climate change on the company, an email alias of former CEO Rex Tillerson, now Secretary of State, was discovered.

In BloombergPolitics article “Tillerson May Face Deposition About ‘Wayne Tracker’ Alias Emails“, MBBP corporate partner Carl Barnes weighs in on whether or not someone in Exxon’s general counsel’s office knew about the alias account. Carl, a former corporate general counsel, states that someone did, or should have known, about the alias email account, and that,

“If they did not know, or if they failed to bring it to the attention of the litigation team producing documents in response to the court order, that does indicate an ethical and corporate governance failure.”

While Exxon claims that it was forthcoming about the alias email account, it is more likely that Tillerson will be questioned under oath in the probe of the accuracy of its climate change statements since the discovery of the account. For more information, read the BloombergPolitics article.

Michael Jabbawy Joins MBBP as Corporate Partner 03/15/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, MBBP news.
Tags: , ,
add a comment

MRJ Headshot Photo 2017 (M1047116xB1386)We are pleased to announce the addition of Corporate Member Michael R. Jabbawy.

Michael’s practice is focused primarily in the areas of emerging and growth technology companies, venture capital, M&A transactions, and corporate governance.

As a member of the Corporate Department, Michael advises technology and other emerging companies through each stage of growth, counseling founders, management teams and boards on pre-incorporation and formation matters, corporate governance, employment matters and strategic commercial transactions, equity and debt fundraising activities, and mergers and acquisitions.

We invite you to contact Michael directly.

Chip Wry Discusses Entity Choice and Tax Reform in Accounting Today 03/02/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, Taxation.
Tags: , , , , , , , ,
add a comment

Accounting Today’s article titled “To LLC or not to LLC: Entity choice and tax reform“, discusses the importance of choosing the correctM0846619 type of entity to use when forming a business, and the possible impact of an upcoming tax reform. Tax attorney Chip Wry states that while the exact outline of the tax reform is unknown, “it will be similar to the GOP Blueprint. Both the Trump plan and the Blueprint call for lower corporate and individual rates, and an intermediate pass-through rate.” Chip goes on to explain the various tax considerations of choosing a business entity and the scenarios a tax reform may present.

For further detail, read the full article.

You may also be interested in: Tax Considerations in Choosing the Proper Form of Business Entity

Ryan Perry Discusses Profits Interests and their Potential Business Benefits and Caveats in New Article 02/27/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, Taxation.
Tags: , , , , , , , , , , ,
add a comment

rjp-headshot-photo-2016-m0949892xb1386One of the first and most important tax-driven decisions a founder must make is the type of entity in which to house his or her venture. Though much ink has been spilled over the pros and cons of choosing a corporation versus a limited liability company, or LLC, one thing is certain: most folks understand corporations better than LLCs. And who could blame them? LLCs can be complicated entities – so flexible that they often seem downright weird. As a result, even when a founder decides that an LLC is the right fit, it is often structured to look as much like a corporation as possible. We denote membership interest as stock-like units, we view boards of managers simply as directors by another name, and yes, we sometimes even issue options to employees. Equity compensation strategies in the world of the LLC, however, can be much thornier propositions than they are for the humble corporation.

For more information about profits interests and other equity compensation strategies, read the full article or contact Ryan Perry.

MBBP’s Shannon Zollo and Josh French Discuss Quickly Enacting Trump Administration Policies in BBJ Article 02/10/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate.
Tags: , , , , , , , , ,
add a comment

M0846567   Josh French

In an article in the Boston Business Journal, Corporate partner Shannon Zollo and corporate senior attorney Josh French discuss the importance for the Trump administration to act quickly in enacting new policies that were promised during Trump’s campaign. The potential legislation, including protectionist trade policies, corporate tax reform, increased infrastructure spending, and immigration reform, has left businesses feeling uncertain about how to move forward with their business strategies. Zollo and French argue that the Trump administration must act quickly to enact legislation in order to foster a more certain business environment.

For further detail, read the full article.

MBBP Held Series A Venture Capital Financing Event at Cambridge Innovation Center on 2/2/2017 02/06/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, Events, Venture Capital & Private Equity.
Tags: , , , , , , , , , , , ,
add a comment

MBBP’s corporate partner Scott Bleier moderated our VC group’s event, “Series A Venture Capital Financing: A Review of 2016 and a Look Forward to M08465002017″ at the Cambridge Innovation Center on Thursday, February 2nd. Scott led our panel of VC and angel investors through a series of critical questions regarding raising capital. Additionally, the presentation included a review of 2016 Series A financing activity and preferred stock terms, and a forecast of financing activity for 2017.

Make sure you’re on the invite for the next Venture Capital event! Read more on our VCs and Startups blog or sign up for VC Alerts.

 

MBBP’s Joshua Watson quoted in Bloomberg article discussing private equity tax and financial reform in the Trump era 01/30/2017

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, Venture Capital & Private Equity.
Tags: , , , , , ,
add a comment

Corporate partner Joshua H. Watson was quoted in a Bloomberg article discussing possible changes to the private equity industry during Donald Trump’s presidency. The article details the top three priorities for the private equity industry as Trump takes office: carried interest, interest deductibility, and changing Dodd-Frank registration requirements. jhw-headshot-photo-2016-m0966396xb1386

Regarding Dodd-Frank requirements, Josh notes that if the reform act passed by Obama’s administration is rolled-back, particularly in regards to registration requirements for private equity firms, there could be bipartisan political support for exempting more small firms from registering. Specifically, Josh states that “if small to mid-sized managers are able to spend less of their resources on compliance, they will have more resources available for making and managing investments.”

For further detail, read the full article or contact Josh directly.

Revised HSR Thresholds 2017 01/27/2017

Posted by Morse Barnes-Brown Pendleton in Client News, Corporate, M&A.
Tags: , , , , , , , , , ,
add a comment

On January 19, 2017, the Federal Trade Commission (FTC) issued its annual press release announcing revised jurisdictional thresholds for 2017 in connection with reportable jmc-headshot-photo-2015-m0846508xb1386transactions under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (HSR Act). These new HSR thresholds will go into effect 30 days after they are published in the Federal Register, which is expected to happen in late February.

For more information about the revised thresholds, read the full post written by corporate attorney Jonathan M. Calla on our M&A Today blog.

MBBP’s Tim Manning Published in Article Discussing the Perspective of Unsecured Creditors of a Borrower 01/17/2017

Posted by Morse Barnes-Brown Pendleton in Client News, Corporate.
Tags: , , , , , ,
add a comment

Tim Manning of our Corporate Practice group recently published an article in TSL (The Secured Lender) Express, which is published by the Commercial Finance Association.tpm-headshot-photo-2016-m0944287xb1386 The article examines the risks to a senior secured lender that fails to take into account how its actions towards a distressed borrower are viewed by the unsecured creditors of such borrower.

For more information, read the full article or contact Tim.

MBBP and Attorneys Earn “Best Law Firms” and “Best Lawyers” Rankings 11/30/2016

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, MBBP news, Taxation, Venture Capital & Private Equity.
Tags: , , , , , , , , , , ,
add a comment

Morse, Barnes-Brown & Pendleton PC is pleased to announce it
has JMH Headshot Photo 2015 (M0846571xB1386)received national and regional rankings in the U.S. News & World Report / Best Lawyers® “Best Law Firms” listing for 2017. To be eligible, firms must have attorneys who are listed in the current edition of the Best Lawyers in America.

MBBP has received national rankings in three practice areas — Tax Law (Tier 2), Tax Litigation (Tier 2), and Venture Capital Law (Tier 3) — and Boston metropolitan rankings in three areas — Tax Law (Tier 1), Tax Litigation (Tier 1) and Venture Capital Law (Tier 3).

Additionally, venture capital attorney John Hession was selected for inclusion in the Best Lawyers in America® in Venture Capital Law, for its 2017 edition.

MBBP is proud of our impressive Tax and Corporate departments and of the Firm’s recognition.

MBBP Partner Scott Bleier Featured in “Legal Outlook Q&A” Interview with LinkSquares 09/28/2016

Posted by Morse Barnes-Brown Pendleton in Attorney News, Corporate, M&A, Venture Capital & Private Equity.
Tags: , , , , , , , , , , , , ,
add a comment

Firm corporate partner Scott Bleier was recently interviewed by LinkSquares, Inc., regarding his vast knowledge and experience as a “veteran startup lawyer”. M0846500 Scott discussed various topics relating to startups, including the largest legal issues for early stage companies, the role of outside counsel for tech companies, and the biggest challenges surrounding customer agreements and contracts.

Read the full interview for more information.

June ELA Published: “Magic” Numbers 06/08/2016

Posted by Morse Barnes-Brown Pendleton in Employment, New Resources.
Tags: , , , , ,
add a comment

ELA Advisor Banner (M0836835xB1386)MBBP’s Employment Law Group just released its June Employment Law Advisor. It is crucial for businesses to be aware of the ever-increasing array of laws that govern the workplace in order to maintain legal compliance and avoid legal exposure. For growing businesses, it is specifically important to understand how the number of employees dictates when the state and federal jurisdictions apply.

To learn more, check out our Employment Law blog.

MBBP Attorney to Host Office Hours at TechSandBox 1/21/2016 01/08/2016

Posted by Morse Barnes-Brown Pendleton in Attorney News, Events.
Tags: , ,
add a comment

DOLOn  Thursday, January 21, MBBP Attorney Daniele Ouellette Levy will host Office Hours at TechSandBox on entity selection (S Corp, LLC, etc.), stock structure, and equity considerations.

Office Hours provides access to experts in topics such as intellectual property, business formation, benefits, taxes, marketing, sales, funding, IT and technology commercialization. Daniele will be available for one-on-one, 45 minute sessions from 11:30AM- 3:30PM. This event will be offered probono for TechSandBox members and to non-members as space allows.

Sign up today to reserve your time slot by visiting TechSandBox!

MBBP Welcomes Attorney Hillary Peterson 12/10/2013

Posted by Morse Barnes-Brown Pendleton in Attorney News, MBBP news.
Tags: , ,
add a comment

Corporate Attorney Hillary PetersonMBBP is pleased to announce that Attorney Hillary Peterson has joined the firm as an associate. Hillary concentrates her practice in the area of general corporate and securities law. She represents clients in a wide range of corporate matters including venture capital and private equity financings, mergers and acquisitions and other corporate transactions. Hillary also advises public and private clients in connection with corporate governance and securities matters.

Prior to joining Morse, Barnes-Brown & Pendleton, Hillary was an associate in the Business Department at Foley Hoag LLP. Hillary is a graduate of Bowdoin College and earned her law degree, cum laude, from Suffolk University Law School.

Please feel free to contact Hillary directly.

MBBP Welcomes Attorney James Kelly 09/25/2013

Posted by Morse Barnes-Brown Pendleton in Attorney News, MBBP news.
Tags: , ,
add a comment

Corporate Attorney James KellyMBBP is pleased to announce that Attorney James J. Kelly has joined the firm as a member. Jim is a business lawyer with a practice focused on representing alternative investment managers and investors. With experience in innovative investment products, Jim represents a range of investment management firms in all aspects of their businesses, including structuring, organizing and offering onshore and offshore investment funds and other investment vehicles and separate accounts, advising on myriad compliance, operational and regulatory matters, and effecting investment transactions.

He advises investment managers with respect to the formation and operation of sponsor and management entities and arrangements among firm principals. Jim also represents institutional and high-net-worth investors with respect to alternative investment fund and separate account investments.

Prior to joining Morse, Barnes-Brown & Pendleton, Jim was a partner in the hedge funds and private investment funds practices at Goodwin Procter LLP; before that he was an associate in the business practice group at Testa, Hurwitz & Thibeault, LLP. Jim is a graduate of the University of Alberta and earned his law degree from the University of Toronto Faculty of Law.

For more information, feel free to contact James Kelly.

MBBP Welcomes Three New Attorneys 10/12/2011

Posted by Morse Barnes-Brown Pendleton in Attorney News, MBBP news.
Tags: , , ,
add a comment

Labor and Employment Attorney Maura MaloneMBBP is pleased to announce the addition of three new attorneys, Maura Malone, David Fazzolare and Scott Bleier who have joined the firm as associates. Maura concentrates her practice in labor and employment law. Prior to joining Morse, Barnes-Brown & Pendleton, she worked for Malone Law LLC and served as a pro-tempore administrative law judge for the Mississippi Department of Unemployment Security, where she adjudicated unemployment benefits hearings.

Patent Attorney David FazzolareDavid is a registered patent attorney whose practice focuses on the strategic development of worldwide intellectual property portfolios, with a particular focus on preparing and prosecuting patent and trademark applications in the areas of biotechnology, pharmaceuticals and medical devices. He has experience performing intellectual property due diligence, including prior art searching, and patentability, freedom-to-operate, and non-infringement analyses. Prior to joining MBBP, David worked as a patent attorney and associate at Greenberg Traurig, LLP, and as a patent agent at Myriad Genetics, Inc.

Corporate Attorney Scott BleierScott is a corporate attorney whose practice focuses in the areas of general corporate and securities law with a special emphasis on private securities offerings, venture capital transactions, private equity financings and mergers and acquisitions, as well as general corporate representation of emerging growth companies ranging from start-ups to publicly held entities.

His experience includes representation of entrepreneurs and companies in the IT services, Internet and software fields in both domestic and international transactions. Prior to joining MBBP, he served as an associate in the corporate practice group at DLA Piper LLP (US) and in the business practice group at Testa, Hurwitz & Thibeault LLP.

Please feel free to contact Maura, David or Scott directly.

MBBP Welcomes Corporate Attorneys Ronald Crawley and Joshua French 06/29/2011

Posted by Morse Barnes-Brown Pendleton in Attorney News, MBBP news.
Tags: , ,
add a comment

Corporate Attorney Ronald CrawleyMBBP is pleased to announce that Ronald W. Crawley  and Joshua E. French have joined the firm as associates. Ron concentrates his practice in the areas of corporate and securities law. He represents clients in venture capital and private equity financings (representing both issuers and investors), mergers and acquisitions and other corporate transactions. Moreover, he advises clients on a wide array of legal issues, including corporate governance, securities matters and business contracts.

Prior to joining Morse, Barnes-Brown & Pendleton, Ronald was an associate at Choate, Hall & Stewart LLP in Boston, Massachusetts.Corporate Attorney Josh French

Josh concentrates his practice in the areas of general corporate and securities law as well, representing clients in mergers, acquisitions, divestitures, venture capital and private equity financings and other corporate transactions. Josh’s experience also encompasses advising clients on matters such as corporate governance and business contracts.

Prior to joining Morse, Barnes-Brown & Pendleton, Josh served as a corporate associate at McDermott Will & Emery LLP in Boston, Massachusetts.

Please feel free to contact Ron or Josh directly.

%d bloggers like this: