Tomlinson Advisory provides counsel to clients buying or selling businesses with particular experience in private equity, healthcare, energy, government contracting, technology (including fintech) and service (including SaaS and consulting) sectors.  Tomlinson has efficiently and effectively handled deals ranging from hundreds of thousands to transactions valued in tens of millions of dollars. Tomlinson can also help you with strategic partnerships and joint ventures.

Tomlinson provides clear and timely advice on how best to achieve the desired outcome. We have worked with management teams in negotiations with private equity funds, facilitated joint ventures, roll-ups and combinations of businesses, as well as completed the formation of subsidiaries and other entities, and prepared purchase and ancillary agreements.

Tomlinson engages in due diligence planning and oversight for M&A transactions, including sell-side reverse due diligence and preparations for sale. We possess capabilities in:

  • Providing transaction structure advice
  • Commercial contracting and negotiation
  • Finance lending and borrowing
  • Intellectual property licensing and assignments
  • Analysis and compliance with fiduciary duties of directors and controlling stockholders
  • Drafting corporate resolutions and minutes
  • Review of partnership agreements and limited liability company operating agreements
  • “Upstairs” or internal profit sharing and control arrangements
  • Stock option plans and other compensation arrangements
  • Employment and non-competition agreements

"He helped us draw million dollar acquisitions. Always explaining the law for lay people. Great communication skills." - Gevorg Sedekyan, President of Capital Healthcare

Representative Transactions