Executive, Partner and Owner Representation

This is Bertram LLP’s credo:  “Executives, partners and owners are entitled to the same high-quality representation as Fortune 50 companies.”

Whether facing a transition or employment-related dispute, individual executives, partners and owners face a conundrum.  If they have a relationship with a large law firm, they may be able to pull strings and convince a partner at the firm to represent them.  But, most firms discourage – if not prohibit – these representations because they create conflicts of interest with firms’ corporate clients.  And, although there are a large number of plaintiffs’ firms in any given geography, they typically focus on individual and class litigation — not providing business-centric advice to executives, partners and owners.

This is one of Bertram LLP’s sweet spots.  From advising employers and individuals for over three decades, we have a keen understanding of the legal and business issues raised by transactions and disputes faced by individual clients, including the implications of business, legal and professional ethics and reporting obligations.  Because we are dedicated to representing executives, partners and owners, we are not taking on the representation of them as a “favor” to another partner or client. 

We understand that executive and ownership agreements are major transactions, often involving millions in compensation and equity interests.  We represent executives, partners and owners in these transactions, including negotiating employment-related agreements, partnership and shareholder agreements, and proprietary rights, inventions and restrictive covenant agreements. We also represent executives, partners and owners in disputes and litigation involving these agreements and other employment-related issues, including discrimination, harassment and retaliation claims.

Our representation includes:

  • Transitions in and out of and concerning employment, shareholder and ownership agreements.
  • Disputes that arise in connection with “business divorces.”
  • Representation during internal corporate investigations.
  • Defense of discrimination and harassment claims and whistleblower and retaliation claims by and against executives, partners and owners.
  • Prosecution and defense of trade secret and restrictive covenant claims.
  • Claims of fraud, misrepresentation and defamation by and against employers.