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Roberts & Willie PLLC

SERVICES
COMPLEX TRANSACTIONS

We advise on M&A, Private Placements and Complex Contract Negotiation.


In these areas of the law the margins for error are very thin. We will advise how to carry out sophisticated transactions in a tax-efficient, time-efficient and strategic manner.
 
We also routinely draft and negotiate complex contracts, including MSAs, subcontractor agreements and similar agreements, with a particular focus in the transportation, manufacturing and real estate industries.

NDA'S FOR PRIVATE EQUITY, BANKING, AND CORPORATE CLIENTS

The attorneys at Roberts & Willie, PLLC are purely transactional attorneys. We regularly represent clients on drafting and negotiating their non-disclosure agreements. In particular, we represent a number of the largest private equity companies in the world on their buy-side NDAs and assist a number of investment bank clients with their sell-side processes.

 

In a given month, we typically draft and negotiate between 1200-2000 NDAs and touch many of the largest M&A deals of the year. And unlike our BigLaw counterparts, we are generally able to do these projects at pre-negotiated fixed prices on pre-negotiated timelines to ensure they get done in an efficient and high-quality manner.

TRUSTS & ESTATES

We advise individuals, families, and trusts on their most precious assets often during their most difficult times. Our attorneys are able to empathetically, yet strategically, guide our clients in protecting their assets for generations. 

Unlike many estate planning practices, we bring the full weight of our firm and knowledge of all of our practices areas to the table when we advise our clients in this area, which gives them an advantage in protecting their assets.

LOAN CLOSINGS

Several attorneys at Roberts & Willie, PLLC are experienced at closing financial transactions. Specifically, our expertise is in closing loans on behalf of financial institutions, including banks, credit unions, mortgage companies, and private equity groups.

 

To date, our attorneys have closed loans, ranging from loans to landlords of residential properties to large syndicated transactions on behalf of banks and private equity clients.

 

Typically, we are able to work out fixed fees for smaller to mid-size loans and firm estimates or even fee caps for our larger transactions. We appreciate that our clients want certainty and predictability.

BUSINESS LAW & GENERAL COUNSEL

We advise businesses throughout their lifecycle, beginning with entity formation and continuing through day-to-day operations and growth. For new businesses, we help identify the entity structure best suited to the business, considering factors such as ownership, management, liability, and tax considerations.

 

We handle the formation and filing process and prepare the company’s foundational documents, including operating agreements, bylaws, and other governing documents. As the business grows, we provide ongoing counsel on contracts, corporate governance, financing, business relationships, transactions, and other legal matters that arise along the
way.

 

Whether you are forming a new company or managing an established business, we provide practical legal guidance tailored to your needs.

TRADEMARK & COPYRIGHT

Your brand, name, logo, content, and creative works are valuable business assets. Roberts & Willie, PLLC helps businesses, entrepreneurs, and creators protect those assets through practical, strategic trademark and copyright services.


From determining whether a name or logo is available for use to registering and enforcing your intellectual property, we provide comprehensive legal guidance designed to help you protect what you have built. We conduct comprehensive trademark searches and evaluate federal registrations, applications, common-law uses, and other potentially relevant marks. We also assist clients with the preparation and filing of federal trademark applications with the U.S. Patent and Trademark Office (USPTO) and copyright applications and registration with the U.S. Copyright Office.


Roberts & Willie, PLLC also assists with trademark infringement matters, cease-and-desist correspondence, opposition and cancellation proceedings, and other enforcement strategies designed to protect your brand and prevent unauthorized use.
 

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