Who maintains this blog?
My name is Erik A. Lopez, Sr. I am an attorney with 17 years of domestic and cross-border, public and private mergers and acquisitions (M&A) experience. I’ve managed deals totaling tens of billions of dollars in value for major law firms, including Shearman & Sterling in New York and San Francisco and Latham & Watkins in Chicago. I am currently a founding Partner at Jasso Lopez PLLC, a boutique corporate law firm headquartered in Dallas and serving a global client-base.
I received my undergraduate degree from the University of Chicago (Phi Beta Kappa; Honors) and law degree from New York University School of Law. I am admitted to practice law in New York, California (inactive) and Illinois (inactive). I am not admitted to practice in Texas.
You can learn more about me here.
Can I ask you a question?
Absolutely. However, if you communicate with me in connection with a matter for which Jasso Lopez does not already represent you, you should not send me confidential or sensitive information via email or other means because your communication will not be treated as privileged or confidential. Also, if I answer your question on this blog, it’s because I thought the question and answer would be helpful to other people. It does not mean that I’m your lawyer. Neither Jasso Lopez nor I represent you as your lawyer unless you have signed an engagement letter with Jasso Lopez.
Also, the likelihood that I will provide a thoughtful response to a question increases if the question is well thought out. Please don’t contact me as a substitute for hiring your own attorney.
Can I contact you to represent my company?
By all means. Feel free to email me at firstname.lastname@example.org. In reaching out, please tell me something about yourself, your business and what it is you’re trying to accomplish. I receive a good number of unsolicited communications. Unfortunately, a significant portion of these are spam, so anything you can do to help me authenticate your correspondence (e.g., a link to your LinkedIn bio) would benefit both of us.
Have you ever represented someone who has cold-contacted you?
What is your billing rate?
My hourly rate is competitive and significantly lower than it was when I practiced with larger law firms. Also, I occasionally provide companies with discounts off my billing rate, depending on several factors. I also may accept fixed fee engagements. However, these require a clear description of the scope of services that will, and will not, be provided.
Will you defer legal fees?
While Jasso Lopez does occasionally defer fees for certain kinds of work, we cannot do so for M&A deals. We require a retainer to commence M&A engagements.
What are you going to cover in this blog?
I’m planning to begin by posting about basic M&A concepts intended for non-lawyers who do not have much experience in mergers and acquisitions transactions. These will include, for example:
- What M&A is
- Key deal participants and their roles
- Progression of a typical transaction
- Differences in common transaction structures
- Duties to minority investors in M&A deals
- An introduction to public M&A
Later, I intend to move on to more advanced topics that may be appropriate for deal lawyers, investment bankers, private equity sponsors and corporate development professionals, such as:
- Pre-signing considerations (NDAs, exclusivity, standstills, letters of intent, auctions, etc.)
- Examinations of common reps and warranties
- Risk-shifting provisions (e.g., knowledge and materiality qualifiers)
- Purchase price (e.g., earnouts)
- Typical ancillary agreements
- Pre- and post-closing covenants
- Closing conditions
- Fiduciary duties
- Dissenters’ rights
- Hostile M&A
- Securities law issues
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