McGrath North Mullin & Kratz, P.C., L.L.O.

BACKGROUND

Briefly describe what your company does and your role there. 

We are a financial services company. My particular role is as an associate in-house counsel. I review many contracts and some agreements with financial advisors we work with.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Help with mergers and acquisitions deals

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Phone calls and meetings to discuss a mergers and acquisition deal. Particularly they provided a draft of an asset purchase agreement for us.

How many people does your company work with?

2-5

How did you find this provider?

Known in the community to be a good law firm

Why did you choose to work with them?

• Positive reviews and ratings
• Close to my geographic location
• Good value for cost

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They provided us with an asset purchase agreement that we now use as a template for other deals.

How does your team communicate with this service provider?

• In-Person Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

No, the relationship worked well, and we will continue to use them in the future when we need additional help.