Financial Poise

About Jeremy Waitzman

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Jeremy Waitzman

Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit.  His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.

Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, general contract law and often acts as outside general counsel for his clients. Jeremy represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations.  His work with companies often includes strategies for creation of enterprise value.

A big firm-trained corporate and M&A deal attorney, his experience is transactions-intensive and includes work involving business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement.  Jeremy has been included in various panels and lectured on topics related to corporate law, venture & angel financing and mergers & acquisitions.

Industry sector experience includes software, healthcare, specialty chemicals, mobile, IT, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution and tech-enabled services.

Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large business.


Find Jeremy Waitzman on:

Financial Poise Contributions

  • Litigation Finance Market Process Webinar premiered on May 29, 2025 Webinar Series: Commercial Litigation Funding 101 2025
  • The Roles, Structures, and Duties of a Board of Directors Article published on May 27, 2025
  • Libel, Slander, Cyber Smear, & Defamation - A Nuts & Bolts Primer Article published on May 19, 2025
  • 6 Tips for Successfully Pursuing an Acquisition Article published on May 2, 2025
  • Introduction to Commercial Litigation Finance Webinar premiered on April 25, 2025 Webinar Series: Commercial Litigation Funding-101
  • Psychology of a Private Company Board in Fund-Owned Businesses Article published on January 21, 2025
  • Negotiating an M&A Deal Webinar premiered on December 11, 2024 Webinar Series: M&A Boot Camp
  • Post-Closing Issues: Integration & Potential Buyer/Seller Disputes Webinar premiered on November 20, 2024 Webinar Series: M&A Boot Camp
  • The M&A Process Webinar premiered on October 22, 2024 Webinar Series: M&A Boot Camp
  • Key Provisions in M&A Agreements Webinar premiered on September 10, 2024 Webinar Series: M&A Boot Camp
  • Structuring and Planning the M&A Transaction Webinar premiered on August 6, 2024 Webinar Series: M&A Boot Camp
  • The LLC Operating Agreement Demystified Article published on May 20, 2024
  • Litigation Finance Market Process Webinar premiered on May 16, 2024 Webinar Series: Commercial Litigation Funding
  • Introduction to Commercial Litigation Finance Webinar premiered on April 25, 2024 Webinar Series: Commercial Litigation Funding
  • Commercial Litigation Funding: A Guide for Plaintiffs & Commercial Litigators Seeking Funding in the United States Article published on February 22, 2024
  • Negotiating an M&A Deal Webinar premiered on December 12, 2023 Webinar Series: M&A Boot Camp
  • Post-Closing Issues: Integration & Potential Buyer/Seller Disputes Webinar premiered on November 15, 2023 Webinar Series: M&A Boot Camp
  • The M&A Process Webinar premiered on October 17, 2023 Webinar Series: M&A Boot Camp
  • Key Provisions in M&A Agreements Webinar premiered on September 12, 2023 Webinar Series: M&A Boot Camp
  • Structuring and Planning the M&A Transaction Webinar premiered on September 10, 2023 Webinar Series: M&A Boot Camp
  • Selling a Business-101 Webinar premiered on August 3, 2023 Webinar Series: Business Law Review
  • Episode 15: Comparing the LLC Manager & the Corporate Director Webinar premiered on July 6, 2023 Webinar Series: Bare Bones Board Basics
  • Third Parties Involved in the Litigation Finance Industry Webinar premiered on May 10, 2023 Webinar Series: Commercial Litigation Funding
  • The Effective Board Webinar premiered on April 20, 2023 Webinar Series: Board Of Directors Boot Camp
  • Litigation Finance Market Process Webinar premiered on April 12, 2023 Webinar Series: Commercial Litigation Funding
  • The Effective Director Webinar premiered on March 16, 2023 Webinar Series: Board Of Directors Boot Camp
  • Introduction to Commercial Litigation Finance Webinar premiered on March 8, 2023 Webinar Series: Commercial Litigation Funding
  • Roles & Responsibilities: a Primer Webinar premiered on February 16, 2023 Webinar Series: Board Of Directors Boot Camp
  • Buying a Business-101 Webinar premiered on February 7, 2023 Webinar Series: Business Law Review
  • The Effective Board Webinar premiered on May 12, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • The Effective Director Webinar premiered on April 21, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • Roles & Responsibilities: a Primer Webinar premiered on March 25, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • Three Case Studies 2021 Webinar premiered on May 6, 2021 Webinar Series: Commercial Litigation Funding 2021
  • A Menu of Products for Investors and Lawyers 2021 Webinar premiered on April 8, 2021 Webinar Series: Commercial Litigation Funding 2021
  • Why You Shouldn’t Always Rely On “Market” Terms in Business Transactions Article published on March 11, 2021
  • Psychology of a Private Company Board Part 2: Family-Owned Businesses Article published on January 28, 2021
  • Three Case Studies 2020 Webinar premiered on July 14, 2020 Webinar Series: Commercial Litigation Funding 101 - 2020
  • A Menu of Products for Investors and Lawyers 2020 Webinar premiered on June 9, 2020 Webinar Series: Commercial Litigation Funding 101 - 2020
  • SBA Grants Safe Harbor for PPP Loans Under $2M Article published on May 14, 2020
  • An Introduction to a New Yet Old Funding Alternative 2020 Webinar premiered on May 12, 2020 Webinar Series: Commercial Litigation Funding 101 - 2020
  • Crash Course on LLC Management and Structure Article published on April 29, 2020
  • What is a Corporation? Formation, Management and Taxation Article published on April 23, 2020
  • Small Business Transitions: Semi Retirement for Entrepreneurs Article published on April 16, 2020
  • Avoid Hiring a Lawyer in Response to the COVID-19 Crisis, Unless… Article published on April 9, 2020
  • COVID-19 & the Corporate Director: Key Duties & Actions Article published on April 1, 2020
  • Requesting Rent Concessions in Response to Coronavirus Article published on March 27, 2020
  • Force Majeure Clauses in the Age of Coronavirus Article published on March 12, 2020
  • Three Case Studies 2019 Webinar premiered on May 8, 2019 Webinar Series: Commercial Litigation Funding 101 - 2019
  • A Menu of Products for Investors and Lawyers 2019 Webinar premiered on April 10, 2019 Webinar Series: Commercial Litigation Funding 101 - 2019
  • An Introduction to a New Yet Old Funding Alternative 2019 Webinar premiered on March 13, 2019 Webinar Series: Commercial Litigation Funding 101 - 2019
  • The New York City Bar Versus the Litigation Funding Industry Article published on September 12, 2018
  • The Role of the Board in a Private Company Webinar premiered on June 4, 2018 Webinar Series: Board of Directors Boot Camp 2018