Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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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.


Webinar Participation:


Three Case Studies

Series: COMMERCIAL LITIGATION FUNDING 101 - 2019

Premiere Date: 05/08/2019 3:00pm


A Menu of Products for Investors and Lawyers

Series: COMMERCIAL LITIGATION FUNDING 101 - 2019

Premiere Date: 04/10/2019 3:00pm


An Introduction to a New Yet Old Funding Alternative

Series: COMMERCIAL LITIGATION FUNDING 101 - 2019

Premiere Date: 03/13/2019 3:00pm


Turning an Idea Product Into a Business

Series: BUSINESS ADVICE – FROM START UP TO SALE 2018

Premiere Date: 09/20/2018 2:00pm


The Role of the Board in a Private Company

Series: BOARD OF DIRECTORS BOOT CAMP 2018

Premiere Date: 06/04/2018 11:00am