IP Protection
SaaS Patent Portfolio Protection
Challenge
Tech startup client came to us after discovering a competitor was infringing on their proprietary AI algorithm. They'd invested 3 years developing it, and suddenly someone else was marketing near-identical tech. Client was worried about losing market position and burning through runway on legal fees.
Our Approach
We moved fast - filed for patent protection while simultaneously building an infringement case. Our team conducted deep tech analysis comparing the codebases and documented every similarity. Instead of jumping straight to court, we leveraged our findings to negotiate from strength.
Outcome
Secured comprehensive patent protection covering 12 unique processes. Competitor agreed to cease operations and paid substantial damages - can't share the exact figure but it funded our client's expansion into two new markets. Case settled in 4 months without trial.
M&A
$85M Cross-Border Acquisition
Challenge
Canadian manufacturing firm wanted to acquire a US competitor to expand market share. Deal was complicated by regulatory requirements in both countries, significant IP assets, and 200+ employees affected. Previous legal counsel had stalled the deal for 8 months over due diligence concerns.
Our Approach
Brought in our cross-border team to handle both jurisdictions simultaneously. We streamlined due diligence by focusing on material risks rather than getting lost in paperwork. Negotiated creative earnout structures to bridge valuation gaps and coordinated with employment lawyers to handle the workforce transition smoothly.
Outcome
Closed the deal in 3 months from when we took over. All regulatory approvals secured without delays. Client gained 35% market share increase and key proprietary manufacturing tech. Employee retention rate of 94% post-acquisition. The combined entity is now valued at over $200M.
Litigation
Shareholder Dispute Resolution
Challenge
Three-way shareholder deadlock in a profitable tech company. Founding partners couldn't agree on growth direction, dividend policies, or operational decisions. Business was paralyzed, employees were nervous, and one shareholder threatened scorched-earth litigation that would've destroyed company value for everyone.
Our Approach
Started with private mediation - got everyone in a room before things escalated further. Analyzed the shareholder agreement's shotgun clauses and identified a structured buyout path. When one party still resisted, we prepared for litigation while keeping settlement talks alive. Our dual-track approach created pressure to negotiate reasonably.
Outcome
Reached settlement 48 hours before trial. Two shareholders bought out the third at fair market value, avoiding a company-destroying court battle. Business resumed normal operations within weeks. Company's now grown 40% since resolution. All parties walked away satisfied they got a fair deal.
Employment Law
Wrongful Termination Defense
Challenge
Growing e-commerce company faced a wrongful dismissal claim from a former VP who demanded 24 months severance plus damages for alleged bad-faith termination. Plaintiff claimed constructive dismissal and threatened to expose confidential business info. Media attention was hurting recruitment efforts.
Our Approach
Reviewed the employment contract and documented performance issues thoroughly. Discovered the termination was justified by undisclosed conflicts of interest. We counter-claimed for breach of fiduciary duty and sought injunctive relief on the confidentiality threats. Played hardball when needed but kept the door open for reasonable settlement.
Outcome
Settled for 8 months severance with no admission of wrongdoing - way better than the 24 months demanded. Secured ironclad confidentiality and non-compete agreements. Case concluded in 5 months. Client avoided reputational damage and our proactive HR compliance review prevented similar issues with other executives.
Tech Advisory
Startup Equity & IP Structuring
Challenge
Early-stage fintech startup needed to raise Series A but their cap table was a mess. Founders had made informal promises to early contributors, IP ownership wasn't clear, and potential investors were backing out during due diligence. They had 6 weeks before running out of cash.
Our Approach
Emergency cleanup operation. We negotiated with all early stakeholders to document and formalize their arrangements. Implemented a proper option plan, sorted out IP assignments from contractors, and created investor-ready documentation. Our team worked around the clock because the timeline was brutal but doable.
Outcome
Fixed everything in 4 weeks. Investors came back to the table and the startup closed $4.2M Series A. Clean cap table, proper IP protection, and solid governance structure. Company's now valued at $18M and they're crushing it. Founders still send us thank-you messages.
Commercial Dispute
Supplier Contract Breach Defense
Challenge
Manufacturing client got hit with a $2.3M breach of contract lawsuit from a supplier claiming unpaid invoices and early termination damages. Problem was, the supplier had consistently delivered defective materials and missed deadlines. Client's production had been disrupted for months and they'd lost customers because of it.
Our Approach
Mounted an aggressive defense and counterclaimed for damages. We gathered quality control reports, customer complaints, and production records proving the supplier's failures. Expert witnesses quantified our client's losses. The evidence was overwhelming - supplier's lawyers knew they'd overreached.
Outcome
Not only did we get the claim dismissed, but our counterclaim resulted in a $800K settlement in our client's favor. They recovered losses and moved to a better supplier. The new relationship has been solid, and production's back on track. Sometimes the best defense really is a good offense.