Will Stafford has developed a broad corporate practice, with an emphasis on business transactions, securities offerings, and general corporate governance. He has extensive experience representing individuals, public and private companies, financial institutions and local governments in a wide variety of matters including mergers and acquisitions, capital markets transactions, early-stage and venture capital investments, technology transactions, commercial contracts, commercial real estate transactions, securities regulation and compliance, corporate structuring and formation, and general corporate matters.

Companies of all sizes have chosen Will to represent them in the sale of their businesses, and strategic and financial purchasers have looked to him to help them strengthen their company portfolio. He has represented corporations in the issuance of debt, equity and convertible securities (both public offerings and private placements), as well as the underwriters and purchasers in securities transactions. He has helped to guide new businesses through their entity formations and early-stage investment transactions, including angel rounds and preferred stock investments from venture capital firms and strategic partners. Most importantly, Will is a trusted business advisor to his clients, who often rely on him as their outside general counsel.

In addition to his corporate practice, Will also regularly represents families and individuals (especially business owners) with their estate planning needs. He prides himself on building lasting relationships with his clients, often helping the same family with their planning over multiple generations.

Representative Matters

Represented individual shareholders of information technology services company in connection with its acquisition by a private equity fund.

Represented owner of privately held distribution company in connection with sale of business to its primary supplier.

Represented owners of Houston-area wealth management firm in connection with the sale of the firm.

Represented privately held mobility company in connection with convertible debt investment by private equity fund.

Represented death services company in connection with the acquisition of various cemetery and funeral home properties across the United States.

Represented CPG startup in connection with its Series Seed preferred stock financing.

Represented energy technology startup in connection with its formation and its early-stage Simple Agreement for Future Equity (SAFE) offering.

Represented family office in connection with preferred stock investment into telemedicine startup.

Represented power management and data mining company in its acquisition of a new 500-acre facility.

Represented privately held real estate development company in connection with its syndicated preferred equity offering.

Served as General Counsel and Chief Compliance Officer to Series B stage startup, responsible for the entire legal and compliance functions of the company, including its wholly owned broker-dealer and registered investment advisor subsidiaries.