Matthew J. Monteith

Represented an affiliate of SARORAS Private Capital, a private equity fund that invests in growing companies in the technology-enabled services industry, in connection with its multi-million acquisition of InCrowd, Inc., a leading market research company in the life sciences industry.  Our representation included both the creation of a new platform for the investor syndicate, as well as a merger transaction to acquire the target company.

Represented a telecommunications company in connection with the acquisition of 100% of the stock of a national telecommunications company based in Michigan, by a new, wholly-owned acquisition subsidiary. The selling shareholders and the buyer entity agreed to file a Section 338(h)(10) election to treat the transaction as an asset sale for tax purposes, providing the buyer with a step up in basis and creating potentially more value to a subsequent asset buyer in the future.  In addition to negotiating and preparing the stock purchase agreement and related ancillary documents, and reviewing the target company’s due diligence materials, our team also negotiated employment and non-compete agreements for the target company’s principal shareholders, who will remain with the company under its new ownership.

Represented reInvention LLC, a provider of global sampling and data collection services to the market research industry, in the sale of that company, by way of merger, to Dynata, a global provider of first-party data services. reInvention, which has operating subsidiaries, including Critical Mix Inc. and MarketSight, LLC, in various U.S. and international locations, has its executive offices in Westport, CT. The transaction included the negotiation of a merger agreement, and related transaction documents, including third party approvals, rollover agreements, employee equity redemptions, detailed disclosure schedules and authorizing corporate consents.