The transaction involved First Rate, Inc acquiring the Wealth Management Platform including performance reporting, portfolio management, and trading & rebalancing from InvestEdge, Inc.
“This result was a culmination of excellent work by Roger and Margaret,” said Scheef & Stone founding partner, John Scheef. “We are proud of our attorneys’ commitment to achieving solid results for our clients.”
Roger has over 25 years of experience negotiating and documenting corporate transactions, including mergers and acquisitions, private and public market financings, and general commercial transactions.
Margaret is a corporate and business lawyer who uses her past litigation experience to help domestic and international businesses. With a focus on mergers and acquisitions, she is dedicated to guiding her clients through all their transactions.