May 13, 2024

A case study: Comprehensive, collaborative legal support for a complicated founder exit

Navigating the intricate process of a significant executive exit can be daunting. Here's how we helped.

Headshot of Threadneedle Law founder Laura Brunnen
By Laura Brunnen, Founding Solicitor
A case study: Comprehensive, collaborative legal support for a complicated founder exit

Navigating the intricate process of a significant executive exit can be daunting. For one company founder, the business exit brought with it multiple legal challenges. Known for its deep corporate law knowledge with an unyielding dedication to client success, Threadneedle Law worked collaboratively with trusted, boutique partner firms to provide an end-to-end exit plan that integrated multiple legal solutions.

Managing the immediate and longer-term implications

This founder of a financial services company was referred to Threadneedle Law by Bellevue Law when faced with a challenging exit from a company he co-founded.  Threadneedle Law provided careful negotiation and precise commercial oversight, helping to manage both the immediate and long-term implications effectively, as well as helping him to reach a conclusion that enabled him to depart, looking forward to a fresh start. 

Astute, flexible legal advice designed to address every area

Threadneedle Law delivered a comprehensive exit strategy to unwind and secure payment for the multiple levels of equity, carried interest and limited partnership ownership interests of our client, leveraging our network of specialised, boutique advisors. Threadneedle worked collaboratively with the other partner firms to ensure that expert guidance was available for each legal area impacted by the exit - from employment and corporate law through to tax and pensions. 

The acumen of a big law firm with the partnership of a strategic ally

When discussing this matter, our client highlighted the personalised service and exceptional expertise provided by Threadneedle Law. He noted the distinct advantage of working with a highly experienced, partner-level advisor who handled his matter from start to finish, unlike larger, City firms where such personal attention is often moved down to more junior team members, quickly.

But where Threadneedle really stood out for our client was in the way we blended this personal approach with heavyweight City-level experience, drawing on this when negotiating against the company’s various legal advisers, including an international US law firm and a City law firm.

"The direct involvement and thorough expertise I received from Threadneedle Law were pivotal to getting the result I needed, during my business exit. Their ability to integrate multiple legal disciplines under one umbrella provided a streamlined and effective strategy that was crucial for my situation. Working with them, I felt a genuine sense of priority and focus on my case, which is something I might not have received elsewhere."