Mergers and acquisitions (M&A) represent some of the most significant and complex transactions a business can undertake. At Wallace Law, our Dallas M&A attorneys provide sophisticated, client-centered legal guidance for buyers, sellers, investors, and business owners navigating every phase of these transactions. Whether you are acquiring a competitor, selling a family-owned business, or restructuring through a merger, we combine deep legal knowledge with practical business insight to maximize deal value while minimizing risk.

Comprehensive Mergers and Acquisitions Services for Dallas Businesses

1. Pre-Transaction Planning & Strategy

  • Evaluate your business goals and transaction objectives to develop a tailored M&A strategy.
  • Advise on deal structures (asset purchase, stock purchase, merger, joint ventures) to optimize tax, liability, and operational outcomes.
  • Identify regulatory requirements and potential antitrust issues early to avoid delays.

2. Due Diligence Management

  • Coordinate comprehensive legal due diligence reviews, covering financial statements, contracts, intellectual property, litigation exposure, employee matters, and environmental compliance.
  • Identify material risks and liabilities, providing actionable recommendations to clients.
  • Assist in preparing due diligence questionnaires and managing data rooms.

3. Transaction Negotiation and Documentation

  • Draft and negotiate Letters of Intent (LOIs) and confidentiality agreements that set clear deal terms and protect client interests.
  • Prepare purchase agreements, merger agreements, and ancillary contracts including employment agreements, non-compete clauses, escrow agreements, and indemnity provisions.
  • Address deal protections like break-up fees, representations, warranties, and covenants.

4. Regulatory Compliance and Filings

  • Guide clients through compliance with federal and state securities laws when transactions involve stock issuance or investor financing.
  • Handle Hart-Scott-Rodino Antitrust filings and other regulatory approvals necessary for transaction closing.
  • Advise on industry-specific regulatory concerns including healthcare, finance, and manufacturing sectors.

5. Employment, Intellectual Property, and Tax Considerations

  • Negotiate employee retention plans, change-of-control agreements, and severance packages to preserve talent and limit exposure.
  • Facilitate the transfer or licensing of intellectual property assets crucial to transaction value.
  • Collaborate with tax advisors to ensure the transaction structure supports optimal tax treatment.

6. Closing and Post-Closing Support

  • Manage closing logistics, including escrow disbursements, fund transfers, and document filings.
  • Provide ongoing legal advice during integration, including governance restructuring, contract novations, and dispute resolution.
  • Support post-transaction audits and compliance reviews to confirm transaction success.

Who We Represent in Dallas and North Texas

  • Privately held companies and family businesses seeking succession planning or exit strategies.
  • Startups and venture-backed companies pursuing strategic acquisitions or sales.
  • Private equity firms and institutional investors engaged in buyouts and portfolio management.
  • Industry leaders across technology, healthcare, manufacturing, retail, and professional services.
  • Business owners navigating complex restructuring, spin-offs, or joint ventures.

Why Choose Wallace Law for Your Dallas M&A Transaction?

  • Deep Texas Market Experience: Our attorneys understand the unique business landscape, regulatory environment, and cultural considerations of Dallas and Texas.
  • Hands-On, Personalized Service: We work closely with clients, management teams, and advisors to tailor solutions that fit your specific transaction needs.
  • Strong Negotiation and Drafting Expertise: Protect your interests with clear, enforceable agreements crafted by seasoned deal lawyers.
  • Integrated Business and Legal Approach: We consider financial, tax, employment, and operational impacts in all our recommendations.
  • Transparent and Competitive Pricing: We offer clear fee structures designed to provide maximum value for complex transactions.

Serving Dallas, Fort Worth, Plano, Frisco, and the Entire DFW Metroplex

No matter the size or complexity of your transaction, Wallace Law provides responsive, knowledgeable M&A counsel to help Dallas-area businesses achieve their growth and succession goals.

Contact Wallace Law Today for a Confidential Consultation

Thinking about buying, selling, or merging a business in Dallas? Don’t risk costly errors. Contact Wallace Law at (214) 706-9191 or complete our online form to schedule a confidential consultation with an experienced Dallas M&A attorney.

Mergers and Acquisitions

Mergers and acquisitions (M&A) represent some of the most significant and complex transactions a business can undertake. At Wallace Law, our Dallas M&A attorneys provide sophisticated, client-centered legal guidance for buyers, sellers, investors, and business owners navigating every phase of these transactions. Whether you are acquiring a competitor, selling a family-owned business, or restructuring through a merger, we combine deep legal knowledge with practical business insight to maximize deal value while minimizing risk.

Comprehensive Mergers and Acquisitions Services for Dallas Businesses

1. Pre-Transaction Planning & Strategy

  • Evaluate your business goals and transaction objectives to develop a tailored M&A strategy.
  • Advise on deal structures (asset purchase, stock purchase, merger, joint ventures) to optimize tax, liability, and operational outcomes.
  • Identify regulatory requirements and potential antitrust issues early to avoid delays.

2. Due Diligence Management

  • Coordinate comprehensive legal due diligence reviews, covering financial statements, contracts, intellectual property, litigation exposure, employee matters, and environmental compliance.
  • Identify material risks and liabilities, providing actionable recommendations to clients.
  • Assist in preparing due diligence questionnaires and managing data rooms.

3. Transaction Negotiation and Documentation

  • Draft and negotiate Letters of Intent (LOIs) and confidentiality agreements that set clear deal terms and protect client interests.
  • Prepare purchase agreements, merger agreements, and ancillary contracts including employment agreements, non-compete clauses, escrow agreements, and indemnity provisions.
  • Address deal protections like break-up fees, representations, warranties, and covenants.

4. Regulatory Compliance and Filings

  • Guide clients through compliance with federal and state securities laws when transactions involve stock issuance or investor financing.
  • Handle Hart-Scott-Rodino Antitrust filings and other regulatory approvals necessary for transaction closing.
  • Advise on industry-specific regulatory concerns including healthcare, finance, and manufacturing sectors.

5. Employment, Intellectual Property, and Tax Considerations

  • Negotiate employee retention plans, change-of-control agreements, and severance packages to preserve talent and limit exposure.
  • Facilitate the transfer or licensing of intellectual property assets crucial to transaction value.
  • Collaborate with tax advisors to ensure the transaction structure supports optimal tax treatment.

6. Closing and Post-Closing Support

  • Manage closing logistics, including escrow disbursements, fund transfers, and document filings.
  • Provide ongoing legal advice during integration, including governance restructuring, contract novations, and dispute resolution.
  • Support post-transaction audits and compliance reviews to confirm transaction success.

Who We Represent in Dallas and North Texas

  • Privately held companies and family businesses seeking succession planning or exit strategies.
  • Startups and venture-backed companies pursuing strategic acquisitions or sales.
  • Private equity firms and institutional investors engaged in buyouts and portfolio management.
  • Industry leaders across technology, healthcare, manufacturing, retail, and professional services.
  • Business owners navigating complex restructuring, spin-offs, or joint ventures.

Why Choose Wallace Law for Your Dallas M&A Transaction?

  • Deep Texas Market Experience: Our attorneys understand the unique business landscape, regulatory environment, and cultural considerations of Dallas and Texas.
  • Hands-On, Personalized Service: We work closely with clients, management teams, and advisors to tailor solutions that fit your specific transaction needs.
  • Strong Negotiation and Drafting Expertise: Protect your interests with clear, enforceable agreements crafted by seasoned deal lawyers.
  • Integrated Business and Legal Approach: We consider financial, tax, employment, and operational impacts in all our recommendations.
  • Transparent and Competitive Pricing: We offer clear fee structures designed to provide maximum value for complex transactions.

Serving Dallas, Fort Worth, Plano, Frisco, and the Entire DFW Metroplex

No matter the size or complexity of your transaction, Wallace Law provides responsive, knowledgeable M&A counsel to help Dallas-area businesses achieve their growth and succession goals.

Contact Wallace Law Today for a Confidential Consultation

Thinking about buying, selling, or merging a business in Dallas? Don’t risk costly errors. Contact Wallace Law at (214) 706-9191 or complete our online form to schedule a confidential consultation with an experienced Dallas M&A attorney.