In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu, co-chairs of the Wiggin and Dana Management Team Representation practice group. They discuss their role in ensuring executives are properly represented in deals and the importance of early and informed legal representation to ensure that their interests are protected and aligned with the transaction’s goals. The conversation highlights the complexities of executive compensation, employment agreements, tax issues and more to ensure a smooth transaction. Tune in for a deeper understanding of the crucial role legal counsel plays in facilitating smooth and beneficial business sales and transitions.

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Photo of Michael T. Clear Michael T. Clear

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate…

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Yet he is also a trained counselor with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation. He is also a member of wiggin(x).

Photo of Erin D. Nicholls Erin D. Nicholls

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin…

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin works with individuals, family offices, and closely held businesses on issues related to wealth preservation, taxation, business succession planning, and charitable giving. She also counsels tax-exempt entities throughout all phases of their formation and compliance, and she advises a multinational financial institution with respect to fiduciary duties and trust administration.

Outside of the office, Erin is a fellow on the Connecticut Advisory Board of the Trust for Public Land, and she is an active member of the Connecticut Bar Association.