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Tag Archive: Willow Legal Advisors

  1. Willow Legal Advisors – April 2024 Firm Highlights

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    For Willow, there was no shortage of variety in April! We provided legal services to Texas and West Virginia-based companies and assisted with transactions in numerous states and countries.  We served for-profit and non-profit companies and clients in the oil and gas, water treatment, manufacturing and bio-tech industries.  We negotiated numerous types of commercial agreements and assisted with various potential transactions.  It was an exciting month, and we are excited to share a few highlights:

    1.  Willow was thrilled to welcome a new Texas-based bio-tech company as a client this month. As this client grows and takes on new investors, Willow will advise on various securities and governance related legal matters.

     

    2. Willow assisted clients in both Texas and West Virginia in negotiating various commercial agreements, including gas processing agreements, subcontractor agreements and master service agreements. Many of these agreements start as form documents, however, Willow approaches each form with due regard to the actual work being performed to ensure that the agreement reflects the parties’ intent, and that risk is appropriately allocated between the parties.

     

    3.  Willow routinely represents private equity clients in the early phases of evaluating potential transaction opportunities and, in April, Willow negotiated over 100 diligence-related documents! These agreements related to private debt transactions as well as equity investment opportunities throughout the country and even the world.

     

    4.  Closing transactions and negotiating agreements is essential to Willow’s continued success, however, it is such a pleasure when our clients call us to get our “thoughts on an idea” or to “help prepare for a meeting.” We care so much about the health and well-being of our clients, as businesses and as individuals, and it is the ultimate compliment to be asked to advise on issues beyond the four corners of a legal document.  This happened numerous times this month, and we are so grateful to have the trust of our clients.

     

    5.  On April 1, Ryan Badmaev joined Willow as a summer associate! Ryan will graduate from WVU Law School in May, and we are eager to have him as part of the team.

     

    Thanks for reading!

     

    The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information, content, and materials are for general informational purposes only.

  2. Willow Legal Advisors – March 2024 Firm Highlights

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    Willow’s first quarter of 2024 wrapped up by closing several transactions and advising on a variety of commercial agreements. Willow loves closing transactions because each one memorializes a client’s vision coming to fruition, and we are always excited to review and negotiate agreements designed to expand a client’s commercial activities.  Here are a few highlights:

     

    1.   Willow represented a client in the sale of nearly 200 oil and gas wells along with other real property rights. Willow prepared both the sale and financing documents for this seller-financed transaction and was thrilled to be a part of our client’s well-deserved retirement.

     

    2.   Willow assisted an oil and gas client on the closing of an acreage trade agreement with another production company. This deal was a bruiser!  It was in the works for nearly 18 months, and we were thrilled to hear our client’s relief at finally bringing this one across the finish line.

     

    3.   Willow represented a client in the sale of a retail sales business. This business was a passion project straight from our client’s heart, and our client was eager to pass the reins of her thriving store to an energetic group committed to the business’s future expansion and success.

     

    4.   On the commercial front, Willow assisted an oil and gas producer in the review and execution of commercial agreements regarding increased recovery of certain natural gas liquids. These sorts of agreements allow production companies to leverage their NGL recoveries in response to favorable commodity pricing and are also indicative of a sophisticated and adaptive management team.

     

    5.   Willow assisted a long-time client with the review of several agreements relating to the client’s hedge fund strategies. Willow has traditionally assisted this client with their private equity fund-related agreements and was excited to assist with the client’s hedge fund strategies as well.

     

    Thanks for reading!

  3. What Makes Willow Different?

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    We asked our Associate, Daniel Reitz, to share his perspective on what makes our firm different from other firms. Please read below to see what he had to say.

    To me, Willow stands out from other firms because our ability to adapt and serve across a diverse range of clients, locations and legal issues. Although we primarily work with businesses, we often develop a strong relationship with the owners and other members of the team. Through these personal contacts we frequently get the opportunity to assist these individuals with matters that may be unrelated to the corporate client, such as real estate transactions or estate planning. Further, being primarily a virtual firm, we can (and do) represent clients across the country, and it has been a rewarding experience to work closely with clients with differing life experiences and insights (even though we may be separated by geography). The varied clients with various issues have created a culture of constant learning for us, which pushes us to continually increase the value we are able to provide going forward. We have an expectation that we will continually learn new skills and find ways to become better attorneys: a pursuit which helps ward off any monotony that may come from being a stuffy lawyer.

    – Daniel

  4. Willow Legal Advisors – January 2024 Firm Highlights

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    Sarah and Daniel started January focused on firm-planning and organizational improvements and ended the month working on several transactions for newly onboarded clients.  It was a fun month of growth for Willow!  Here are a few of the highlights:

    1.     Willow implemented a new document management system to store its firm and client files on an organized and secure cloud-based server. This may not sound too exciting; however, this is a huge milestone for Willow, and we are thrilled to be using a sophisticated system that adds efficiency to our work product and significantly improves internal communication.

    2.    Willow updated an oil and gas client’s form of master service agreement in response to recent litigation and changes in market norms. While many companies adopt forms without making routine updates, we ensure our clients are aware of changes in the legal landscape so they can decide when changed circumstances support amending or replacing form agreements.

    3.    Willow assisted a new client in the sale of nearly 200 oil and gas wells along with other real property rights. As this deal is seller-financed, Willow prepared both the sale and financing documents for the transaction, which will close in February.

    4.    Willow assisted a long-time corporate client in adopting certain governance policies that promote better transparency among members. Willow also assisted this client in preparing documentation to support its effort to become a certified women-owned business.

    5.    Sarah had a blast judging the first round of the inaugural Ignite WV Competition. The finalists will compete in April during Bridging Innovation Week and, in the meantime, will go through trainings, mentoring and benchmarking with the goal of being awarded $100,000 or more (depending on need) of technical assistance funds in the final round of the competition.

    Thanks for reading!

     

    The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information, content, and materials are for general informational purposes only.

  5. Willow Legal Advisors – December 2023 Firm Highlights

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    For our firm, December is usually spent helping our clients finalize projects by year-end and taking some time to enjoy the holiday season with our families.  This year was no exception!  Below are a few of the highlights from December at Willow Legal Advisors.

     

    1.    Willow advised an oil and gas company with operations in Appalachia on its sale of certain oil and gas properties located in both Doddridge and Harrison County, West Virginia. In connection with the sale, Willow’s client divested itself of several shallow gas wells while retaining its deep leasehold rights.  This transaction was executed on a rapid timeline to achieve the client’s goal of closing before year-end. The parties were thrilled to close well-before Christmas, and Willow was excited to assist.

     

    2.   Willow assisted a DC-based private equity sponsor with wrapping up its MFN election process by reviewing the elections made by the fund’s existing limited partners and preparing procedures designed to ensure that our client complies with its reporting obligations to investors. The implementation of MFN elections is a tedious and overwhelming task, but Willow has vast experience with, and a deep understanding of, fund compliance issues and is always thrilled to be part of the process.

     

    3.   Willow loves advising small businesses on the various random legal issues that inevitably arise from time to time when running a business. These issues are often distracting and, frankly, annoying to our clients, and we are happy to be able to take them off our clients’ plates so that they can focus on their daily operations.  This month, Willow did just that by assisting a client with a nagging, unresolved insurance claim from a Spring 2023 incident.  Willow has sent letters, had phone calls, drafted damage summaries and taken whatever steps necessary to ensure our client is made whole from an insured incident, and our client was relieved to know that we were handling it while he and his team focused on business operations.

     

    4.   On December 16, Willow participated in the annual Wreaths Across America service at the Grafton National Cemetery. Although Sarah and Daniel had participated in this event in prior years, this was the first year that Sarah and her family had the honor of placing a wreath on her father’s grave marker where he was laid to rest in 2023.  Willow also had the pleasure of supporting a daughter of one our clients who successfully raised enough funds to sponsor 1,700 wreaths!  We are so proud of her and were honored to participate in such an important, thoughtful event.

     

    5.   Finally, the Willow team had a lovely holiday dinner at Wonder Bar Steakhouse. Sarah and her husband, Craig, and Daniel and his wife, Emily, had a perfect evening with great conversation and awesome food – although they missed Ashley and Dustin who were celebrating the holidays with family at Disney!

     

    If you are curious about the MFN election process mentioned above and other private-equity basics, please feel free to browse our online private equity glossary: Private Equity Glossary | Willow Legal Advisors.

     

    Thanks for reading!

     

    The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information, content, and materials are for general informational purposes only.

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