M&A Legal Partner for Portfolio Companies & Serial Acquisitions

Efficiency

Your smaller transactions should not be treated as learning opportunities for junior associates, nor require the same resources and bill as a $100M+ deal.

Portfolio structures its deal teams leanly with experienced deal counsel who can move quickly and confidently without duplication of efforts and multiple rounds of internal review. Your deals will not be handed off to junior lawyers or be used as an opportunity to meet billable hours requirements. Portfolio also helps buy-side clients systematize and create playbooks for successive transactions to continue to gain efficiencies over time.

Partnership

You deserve deal counsel who can provide value based on deep knowledge of you and your business, not who needs to be reminded who you are and what you care about.

Our focus is on depth of relationship, not breadth. We have the advantage of being able to devote the time to learn and develop real partnerships with our select group of clients, rather than rushing from one matter to the next. The increased trust and understanding this creates not only permits us to anticipate and address potential issues before they become roadblocks, but also frees our clients from the time and irritation of having to constantly re-educate their counsel.

Care

You should not have to chase your lawyers or fight to get them to pay attention to your smaller transactions.

Our practice is intentionally tailored to working on and providing responsive service for smaller deals. With Portfolio, your deals won't get ignored or deprioritized for a bigger client or transaction, and you won't be forced to schedule a meeting just to get a response from your counsel. We are also keenly aware of the importance of momentum in the transaction process and our role in proactively driving deals forward, not being another source of delay.

Team

Dena Medford

Founding Member

dmedford@portfoliomalaw.com

Overview

Dena is the founding member of Portfolio M&A Law, a boutique firm she built to deliver sophisticated, Big Law-quality M&A counsel services in a high-touch, more efficient package for smaller deals. With over a decade of experience, including at two of the world's top PE M&A firms, she has advised on transactions across industries ranging from under $1 million to more than $1 billion, with an aggregate total deal value exceeding $15 billion. By working closely with clients on successive transactions, Dena develops a deep understanding of her clients' businesses, as well as deal goals and preferences. This continuity, combined with her pragmatic, commercially-minded approach, ensures every transaction is handled smoothly and efficiently.

Co-Counsel

Portfolio has built a trusted network of specialist co-counsel who share our philosophy - experienced lawyers who work efficiently, communicate clearly, and prioritize getting deals done. Portfolio coordinates assembling the right co-counsel team for your deal, as well as handling the combined administration behind the scenes, so you get appropriate support without extra friction.

Included below are some of Portfolio's excellent co-counsel partners: