Halloran Sage attorneys Casey O’Connell and Bob Cox have served as outside general counsel to a Connecticut energy company as the company has expanded, and served as Mergers & Acquisition counsel in the company’s recent acquisition of a competitor. Several years ago, the firm represented the company in its formation as a joint venture between two separate energy companies, and has continued to provide advice and counsel as the company has revised its bank financing arrangements, and has acquired other smaller local contractors.
Halloran Sage also assisted the company in establishing an equity incentive plan, and in implementing a comprehensive agreement with a key employee. The transaction involved a contribution of the competitor’s assets to the company in exchange for equity, and involved the negotiation and documentation of included and excluded assets, due diligence analysis, and interface with tax and accounting advisors to ensure proper valuations. The firm has continued to serve as a trusted outside advisor as the company searches for additional M&A targets as part of its continuing growth plan.