Case Studies

Gene is committed to helping law firm leaders and C-suite executives stay ahead of the remarkable changes that are transforming businesses across the country.

Representative assignments within the legal and construction industries include:

LEGAL

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Helping two long-standing Denver-based law firms evaluate opportunities to combine their independent practices, in whole or in part, after properly resolving issues concerning professional responsibilities and ownership interests. The options ranged from traditional joint representation arrangements with fully disclosed shared fee agreements to the complex merger of the business entities into a single, fully integrated successor law firm.
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Supporting a mid-sized regional law firm that has been based in Denver for decades to attract legal talent with established books of business. The goal was to grow an industry-focused general counsel and litigation practice to better serve clients doing business throughout the western United States.

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Counseling a Denver-based civil litigation boutique on rebranding the firm after diversifying and repositioning its practice to capitalize on smart growth opportunities. This shift has enabled the firm to better serve clients doing business in the rapidly expanding Rocky Mountain construction and real estate development industries.

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Guiding one of the founding partners in a small Denver-based law firm to exit the business and transition into full-time retirement.

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Assisting a law firm with restructuring shareholder buy-sell and stock purchase agreements as part of an updated ownership transition and shareholder compensation plan. This transition allowed the firm to reinvest its resources into the attraction and retention of key professional talent.

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Advising a law firm as it explored opportunities to grow while in the midst of an ever-changing commercial real estate market and hybrid workplace environment. Their decision to invest in additional repurposed office space has positioned the firm to capitalize on attainable growth opportunities.

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Mentoring senior attorneys in private practice with established books of business to advance their career opportunities with their current law firms and with other firms offering broader specialized areas of practice and larger geographic footprints.

CONSTRUCTION

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Guiding the owners of a Denver-based, closely held general contractor with nine-figure annual revenue through the initial phase of a multi-year succession planning process. New shareholder buy-sell and stock purchase agreements and a solid long-range business growth strategy will allow the company to satisfy future surety capitalization requirements as company revenues increase. Thus, enabling the owners to transition their interests to loyal executives and family members in a financially responsible manner that properly rewards them for their many years of contribution and sacrifice, yet is still affordable for the next generation of shareholders.

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Consulting with the owner’s board of trustees and serving as its project representative for a nonprofit student housing expansion project at Iowa State University that is scheduled to achieve substantial completion in July 2024. The success of this redevelopment project is dependent on a creative combination of conventional financing, historic preservation tax credits, educational facilities grants and alumni donations.