M&A Forum 2023: Navigating the Road Ahead
In the News
Kate Westfall represents private equity firms and strategic investors nationwide in the structuring and negotiation of mergers and acquisitions, as well as senior and mezzanine financing matters. She specializes in middle-market deals with transaction values between $10 million and $250 million.
Kate has significant experience advising angel investors and funds with respect to financings and other strategic investment matters. Clients trust Kate to counsel them throughout the entire life cycle of their companies, from formation to exit. Business owners at all stages of growth turn to her for strategic and complex transactions, including formation matters, capital-raising efforts, venture capital financings, governance, mergers and acquisitions, and securities law matters.
With an MBA in addition to her law degree, Kate offers advice with insight that intersects law and business. She focuses on the financial impact and practical implications of decisions, avoiding the legal minutiae that can hinder progress toward her clients’ goals.
Outside the office, Kate is a passionate and accomplished soccer player. She was selected as an NCAA Division I All-American at Harvard, and later coached Division I soccer at Mercer University. In 2019, she was inducted into the Harvard Varsity Club Hall of Fame as one of the most accomplished student-athletes to have graduated from the school.
Wisconsin
Advises private companies in mergers and acquisitions and asset sales
Represents angel and venture capital investors in venture financings
Counsels start-up companies in private placement offerings, including private placement memorandums, subscription agreements and SEC compliance
Advises Internet companies on general terms and conditions and privacy policies
Assists Internet and other start-up companies with formation, debt and equity financing and general corporate matters
Drafting and reviewing business agreements, including supply, distribution, non-competition, non-disclosures, consulting and licensing agreements
Honors
"Ones to Watch" by Best Lawyers in America (2023, 2022, 2021)
Inducted into Harvard University’s Varsity Club Class of 2019 and here
Selected by the Wisconsin Law Journal as a 2017 “Up and Coming Lawyer”
Affiliations
Wisconsin FaB (Food and Beverage), Member and Speaker
Association for Corporate Group (ASG) NextGen, Leadership Committee
Forward 48 Young Leadership Group, Participant
Harvard Club of Wisconsin, Member
LGBT Bar Association of Wisconsin, Founder and Former Board of Directors
Wisconsin Bar Association, Member
Milwaukee Bar Association, Member
In the News
Press Releases
Webinars & Presentations
Alerts & Updates
Panelist, "State of the Brewery: Market Trends, Creative Solutions and Hot Topics," Thursday, September 17, 2015 at 4pm
Co-Presenter, FaB Wisconsin (The State Food and Beverage Industry Cluster) Kick-Off Conference, Capitalizing Growing Food and Beverage Companies, Wednesday, October 14, 2015