Sale of Company to Insurance Conglomerate

Financial Profiles, Inc.

Representation of Financial Profiles, Inc., a Florida-based company, in the sale of substantially all its assets to Arthur J. Gallagher & Company, an insurance conglomerate listed on the NYSE (NYSE:AJG). We negotiated and structured the sale of the company's assets and as well as the employment agreement between the entities' principals.

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Richard M. Goldstein
Chair, Tax & Private Wealth
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Assisted owner of an online wholesale promotional products company in the sale of the company to a private equity firm, paid for in cash and rollover equity. We negotiated the sale price, purchase agreement, and related disclosure schedules, and negotiated employment agreements for the client and tw...
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Representation of Investacorp, Inc., a privately held FINRA broker-dealer, and its affiliated registered investment advisor, in the sale of all capital stock to Ladenburg Thalmann Financial Services Inc. (AMEX: LTS) for an aggregate purchase price of over $45 million. We handled all aspects of the t...
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