Legal Business & Marketing Consulting

Law Firm Mergers & Lateral Acquisitions


          Las Vegas:  702-534-0100

          New York:  646-485-4000

    Silicon Valley:  650-242-8500

Washington DC:  202-800-8700


Shelton & Steele

Recruiting / Mergers & Acquisitions

 Shelton & Steele Data Privacy Addendum

We now require all clients to sign an addendum stating that:

  • Candidate information is to be shared with only those people directly involved in the recruitment and hire of an attorney.
  • Candidate information will not be stored on an "Open Access" Platform - in other words, a temp working in Eastern Europe won't be able to get the information or private details about an attorney in New York.
  • All information except name, phone and email will be destroyed and deleted at any time, upon request from the candidate.

If you are a candidate who has worked with a search firm, we STRONGLY suggest you send them an email requesting all data and notes about you be deleted.

A recruiter's notes can include personal information like spouse, pets, hobbies and everything a hacker might need to figure out your passwords (e.g. husband's name backwards followed by kid's birthday).
If a recruiter wants you to work with them, we also suggest you get these guarantees IN WRITING before giving them any information.



   While most search firms work with anyone who will pay them a fee, we at Shelton & Steele prefer to engender greater loyalty and closer relationships works with only a select few clients. We are constantly seeking out and interviewing firms that offer most or all of the following:

  • Modernized business model & platform
  • Partner autonomy that equates to "Command Authority"
  • Minimal bureaucracy
  • Option to work virtually
  • Incentivized and measured cross-selling initiatives
  • "Top Shelf" attorneys from major firms & practices
  •  Marketing training & support

   We also offer Alternative Fee Arrangements that are based on the performance of the attorney and our ability to help them succeed at your firm, in the long term.

Mergers & Acquisitions

   Law firm mergers are complex and often precarious endeavors.  One need only read the legal journals to find examples of those that have ended up being costly mistakes.

   Tens of millions have been invested in firms that grossly over-represented their revenues, margins etc. In other cases, the impact of market position, brand, cultural and synergistic considerations have been underestimated or even overlooked.

   Our team has navigated through the process of evaluating both the mechanics and intangibles. We provide the counsel that minimizes the chances of negative outcomes, as well as assisting in the process to provide the smoothest transition and integration.

   Once retained, we deploy teams that include recruiters, veteran C-Level law firm executives, business analysts, forenzic accountants and more.

   Once we have completed the client intake form, we start the process of identifying suitable targets for acquisition From there, we do the initial due diligence to determine whether the merger would complement and build on the mutual brands. We then obtain and evaluate (or if you prefer, get the NDA's, financials etc. your people need) every possible consideration and provide our Analyses & Recommendations. 

   To be clear, we recommend not moving forward more often than we recommend commencing.  While we pride ourselves on our ability to identify and bring to the table, the best possibilities, red flags tend to appear after the initial introductions. Our job is to protect your firm.