Legal MSO Webinar
CLE Credit
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Attendees will be able to:
• Evaluate whether MSOs, "merger mania", self-financed scaling strategies and / or remaining independent are most appropriate for their law firm.
• Assess whether it is better for partners to receive seven-figure, upfront checks or to structure complete relief from all administrative and tech duties, while retaining 100% equity in their law firm
• Understand what Rule 5.4 permits and prohibits in connection with Legal MSOs and related structures
• Determine how a legal MSO will enable partners to take a group of attorneys away from BigLaw to start their own firm
• Identify key legal and economic provisions in MSO agreements that preserve or impact autonomy & culture
• Distinguish the differences between Standard MSOs, PE funded MSOs, Corporate MSO's and Internal MSOs
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Important Note
This is not a sales webinar. It is a CLE program built around ethics, deal structure realities, and comparative options. If you are evaluating Legal MSOs, capital financing, merger alternatives, or self-funded scaling this program will give you a clearer framework before committing to major courses of action.
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Program Outline
What Rule 5.4 Allows, What It Prohibits, and Where Firms Get Into Trouble
Trisha Rich, Ethics Partner, Holland & Knight
Don’t Panic! What to Expect & Beware of in MSO’s Deal Structures
Michael Kelley, Head of Litigation Funding and Legal MSOs, Parker Poe
Austin Maloney, MSO Transactions, Hunton Andrews Kurth
Zero Equity MSO’s? Create Your Own MSO? Options the Press Hasn't Covered
TJ Henry & Cecy Graf, Executives, Federate Legal MSO
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PE & Corporate MSO’s. What to Expect When They Write You a Check
Britt Gary, Catalex, PE Fund-Backed MSO,
Patrick Savage, Burford Capital, Corporate MSO
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MSO Options & Alternatives – Scale on Your Own? Mergers? Something Else?
Frederick Shelton, CEO, Law Firm M&A / MSO Advisor, Partner Recruitment, Shelton & Steele
Moderated Q&A
Questions submitted through the webinar chatbox and curated for relevance and practicality.
Who Should Attend
This program is limited exclusively to Partners and C-Levels at law firms that are considering or examining options which include: legal MSOs, law firm mergers, leaving a large firm to form their own, and scaling and succession planning. Name of law firm and employment therein will be verified, prior to attendance.
Program Format
Two hours of expert-led discussion followed by a moderated Q&A.
Questions are submitted through the webinar chat and curated for relevance and practicality.
What You Will Leave With
• A clear understanding of the MSO landscape, including standard and fund backed models
• A framework for comparing MSOs to mergers and other alternatives
• Greater clarity around risk, control, and economic tradeoffs
• The ability to ask better questions before signing anything
• A realistic view of when MSOs help and when they hurt
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CLE Information
CLE credit applied for. Jurisdictional approval pending.
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