M&A and AI: Impact Across the Deal Lifecycle While Managing Compliance, Disclosure, and Governance Risk

Mr. Goodhart is experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process. Prior to joining Capstone, Mr. Goodhart was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy. He has assisted companies in raising private and venture-backed capital. He is the co-developer of system processes that assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology.

Mr. Schultz, co-leader of Miles & Stockbridge’s Corporate, Securities and Tax Practice Group, champions a team-based collaborative approach, helping clients articulate and define their goals from the outset of every engagement and then working in concert to achieve their business and legal objectives. He commits fully to the success of his clients, providing unique access and availability as well as tireless energy every step of the way. Mr. Schultz's core practice is focused on middle-market and lower middle-market mergers and acquisitions, representing both buyers and sellers. He also maintains a robust general corporate practice, including shareholder and operating agreements, formation and structural issues, restructurings, reorganizations, equity and debt financings, as well as corporate governance matters. Mr. Schultz serves a wide array of clients at every phase of the business lifecycle and across myriad industries, with a particular emphasis on government contractors and manufacturers and distributors. He also counsels private equity buyers and independent sponsors in connection with initial platform investments and subsequent bolt-on and tuck-in acquisitions, and helps navigate clients through pre- and post-acquisition integration and strategy, restructurings, recapitalizations and corporate financings, as well as providing day-to-day outside general counsel services.