​Facilitating an Exit Strategy for Business Owners

Socius lawyers represented a company that developed network databases for financial institutions. As the client gained traction in the marketplace, Socius lawyers helped them implement unique governance and control provisions. Socius lawyers also provided guidance in restructuring a problematic equity compensation program, handled financing arrangements, and designed employment and deferred compensation arrangements. Ultimately the client participated in a “roll-up” transaction with several similarly situated companies which was followed by a successful public offering of shares. The client’s owners thereby fulfilled the exit strategy they charted when they first conceived of the business.