Bio

Joshua Klein provides strategic legal counsel to corporate and individual clients on critical business matters that include complex corporate transactions including mergers and acquisitions, venture capital/growth equity transactions, corporate structuring and governance issues, employee equity and non-compete agreements, joint ventures and private securities placements. He works with them to analyze their transactions and operations from every angle – planning, negotiation, documentation, implementation and more – to leverage the circumstances to reach the most favorable, yet sensible, outcome for the client. He regularly represents buyers and sellers in complex mergers and acquisitions involving middle market and large businesses across numerous industries, including technology, manufacturing, retail, health care, financial services, construction and consumer products. Josh excels at developing and implementing comprehensive strategies for equity financing deals and reviewing similar deals for private companies, family offices and high net worth individuals contemplating early and growth-stage investments. He has significant experience handling sophisticated venture capital transactions involving both lead investors and portfolio companies. He also advises clients on various aspects of blockchain-related matters. Josh is considered a trusted advisor by closely held family businesses, assisting them by developing short- and long-term legal strategies for a variety of business and personal matters. He works closely with them to optimize daily operational efficiency, position business structures and governance systems and tailor succession plans to seamlessly effect ownership transition from one generation to another. His community involvement includes being a founding member of the board of directors of the Inner-City Education (ICE) Program, an academic scholarship program for lower income Chicago-area youth. He is also a member of the Illinois Venture Capital Association. He is also a member of the firm's Income Partner Review Committee.