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Prioritizing increases ease of mergers

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If you’re looking to expand your law firm’s geographic reach or portfolio of services, you might be thinking about the benefits of a merger – and the many steps involved in making that happen.

New letterhead, new website, new people – those are just a few considerations when attempting to grow your practice through merger. While firms may have different ideas about how to prioritize the many components of a merger, most managing attorneys or CEOs will tell you that your clients should always be at the top of the list.

Controlling the message

It’s no secret that firms are reluctant to talk about pending mergers. But inevitably, someone is going to get wind of the news and tell the press or tweet about it to a worldwide audience. If you lose control of how news of your merger is released, your clients may wonder if your firm is the proverbial sinking ship.
 

melanie green Green

Melanie Green, chief client development officer for the newly merged firm Faegre Baker Daniels, said that only a small group of upper-level management was involved in initial merger talks between Baker & Daniels and Minneapolis-based Faegre & Benson. Once the firms agreed to the merger and informed employees of that decision, they worked quickly to manage the news.

“We knew that with two firms making those announcements internally, that would quickly spread to other audiences,” Green said.

The firms acknowledged publicly that they were discussing a merger but released few other details. And management asked lawyers at both firms to call clients and let them know what was happening.

“So we took a pretty one-to-one approach,” Green said.

Phil Bayt, chief managing partner for Ice Miller, said that before the firm announced its merger with Columbus, Ohio-based Schottenstein Zox & Dunn, it had a thorough plan for disseminating the news.

“Well in advance of announcing the combination we developed a comprehensive internal and external communications strategy that included all our key stakeholders,” Bayt said. “Obviously, communicating the great news to clients was a top priority, and we did so through personal meetings, phone calls and email communication.” 

In November 2011, Jay McAveeney joined Bingham McHale as chief operating officer. In that role, he helped prepare the firm for its merger with Greenebaum Doll & McDonald, headquartered in Louisville, Ky.

McAveeney had been involved in mergers before, but he said the partnership that formed Bingham Greenebaum Doll was the first “merger of equals” he’d helped oversee.

“The ideal scenario is you try to hold off on an announcement until after the merger is approved by the respective firms, and I say that only because the success rate or the rate that mergers are actually consummated is not that high,” McAveeney said. “The hard part though is keeping it hush-hush. At some point, if it does get out and it hits the press somehow, you have to be ready to deal with that.”

Finding the right match

If your law firm lives for casual Friday, you probably don’t want to merge with a firm that strongly believes lawyers should always wear suits. In love, opposites may attract, but the same is not true for law firms.


froehle-tom-mug4c.jpg Froehle

Tom Froehle, chief executive officer for Faegre Baker Daniels, said that Baker & Daniels spent a lot of time thinking about what it wanted in a merger. Faegre & Benson seemed to be a good match – its practice areas like life sciences and corporate transactions were both areas that Baker & Daniels identified as desirable in its own growth, and both firms placed equal emphasis on diversity. But Froehle said that even when firms seem to have similar cultures, the true test of compatibility is how people get along face-to-face.

Baker & Daniels budgeted for travel so management could meet in person with decision-makers at Faegre & Benson and decide whether they all seemed to agree on general management strategies.

“That really is important – that personal interaction and spending a couple of days with people who you are likely to be working with,” Froehle said.

Patience is also a factor in finding a good match. When Sommer Barnard announced in 2008 that it would merge with Cincinnati-based Taft Stettinius & Hollister, the firms had been discussing plans for two years, said Bob Hicks, partner-in-charge of the firm’s Indianapolis office. More recently, Taft Stettinius & Hollister announced a merger with Chester Willcox & Saxbe, based in Columbus, Ohio, a plan that had been in the works for several years, Hicks said.


bob hicks Hicks

“So the old adage, ‘good things are worth waiting for’ is very much true when dealing with something so critical as a major law firm merger,” he added.

Prioritizing needs

You can probably wait until later to figure out how you’ll manage to provide enough coffee for a staff that just doubled in size, but some issues require more immediate attention.

Green said that Faegre Baker Daniels had new business cards and letterhead ready to go on Jan. 1, the day the merger became effective. The new website was launched immediately, too, as it had been in development for three months.

“We definitely had the benefit of some time to get those things done … but that’s not a general way of how all combinations come together,” Green said. Some firms may not have enough lead time to get a new website ready to launch by the merger’s effective date, she added, but they can find temporary solutions. That’s what Bingham Greenebaum Doll did.

McAveeney said that new email addresses were ready for use at the beginning of the year, but the website will continue to be revamped.

“The website – the way we’ve done it is we now have both our legacy URLs pointing to a merged firm website. It’s really just a landing page, but from there, you can click through to the legacy web site,” he said.

Pleasing people

Combining two firms with multiple offices while minimizing employee stress takes some finesse. And being forthright with attorneys and staff may help ease concerns.

“You communicate honestly, regularly and openly,” Hicks said. “Employees fear the unknown. It is the job of firm leadership to eliminate as much of the unknown as possible.”

McAveeney said with any merger, the key to employee satisfaction is making sure any new or changed responsibilities suit each person.

“That’s a delicate dance, if you will. It starts with not necessarily new employees, but in getting the right people in the right roles,” he said.

Despite management’s best efforts, some people may choose to leave a firm after a merger, especially if they fear their jobs may be eliminated.

“Part of the decision making that needs to be done is when you’re integrating, you have redundancies, and do you eliminate the people in those positions? But that’s usually a little bit down the road before you have start making those kinds of decisions,” he said.

Whether a merger is successful depends largely on how firms define success. Profit is just one marker of success, as far as McAveeneymerger is concerned.

“It all centers around servicing existing clients with a broader platform, so my idea of success is when a legacy Greenebaum Doll & McDonald client is now worked on by a legacy Bingham McHale attorney in Indianapolis that Greenebaum wouldn’t have had access to in the past,” he said.

Green said that internal harmony and ensuring that clients feel their needs are being met are two critical elements of any merger.

“Because law is a people business,” she said.•

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  1. Am I the only one who sees that the City is essentially giving away the MSA site AND giving millions to build new buildings on the site when this site would be the perfect place for the Justice Complex? Across from City-County, check; keeping it centrally located, check, etc. It's my understanding that the GM site must be purchased by the City from Motors Liquidation Company. STOP WASTING WHAT WE ALREADY HAVE AND OUR TAX DOLLARS! The Ballard Administration has not been known for it's common sense...never voted for him and never will!

  2. This guy sounds like the classic molester/manipulator.

  3. Louis D. Brandeis was born in 1856. At 9 years of age it would have been 1865. The Brandeis family did not own slaves. My source Louis D. Brandeis: A Life, by Melvin L. Urofsky.

  4. My name is Matthew Lucas Major, I recently went through a jury trial in Bloomington , In. It was the week of Feb 19-21. Although I have been incarcerated since August 5, 2014. The reason I 'am writing to you sir is on the 21 of February the jury came in with a very excessive and wrongful verdict of guilty on 6 child molesting charges against my daughter who was 9 at the time I was accused. I also had 2 other Felonies one of Intimidation and 1 of Sexual Vicarious Gratification. Judge Marc Kellam on the second day of trial gave me a not guilty on those 2 felonies. The jury was sent out during that time and when brought back Judge Kellam told them to not concern themselves with the 2 Felonies that he ruled on them. They were told to not let evidence they had already heard influence there verdicts. I never in my life touched any child sexually and definitely not with my own daughter. When I was arrested Detective Shawn Karr told me I would be convicted guilty just on my daughters word even without evidence. That's just what happened. my public defender did me so wrong he never once proved to the court and jury all the lies the child told, and Jeremy Noel my public defender could of proven the lies easily. The stories in Serenity's depositions and Forensic interview changed and were not consistent as Prosecutor Darcie Fawcett claimed they were. Yet my attorney never mentioned that. The facts that the child accused me of full penetration in her vagina and rectum was proven lies. Doctor Roberta Hibbard of Riley hospital in Indianapolis confirmed Serenity's hymen intact, no scars, no tearing, no signs of rape to her. Yet my attorney didn't use that knowledge . the DNA was all in my favor. I tell you I will spend my entire life in prison going through rape and beatings etc. even Judge Kellam abused his authority by telling the jurors to listen and believe what the prosecutors side in evidence like my daughters testimony. In one interview with the detectives my daughter got flustered with her mom and said on camera " I'm saying what you told me to mom"!! Yet Mr. Noel said nor did anything to even resemble a defense attorney. Judge Kellam allowed edited version of a taped conversation between the child and her mother. Also Judge Kellam allowed the Prosecutor too bring in to my case a knife found under my seat, the knife wasn't part of my case. She was allowed by my attorney and the judge to put a huge picture of it on the screen and huge picture of my naked privates in a full courtroom and open court. Ms. Fawcett says to jury see how easy Mr. Major could reach the knife and cut his Childs throat. Even though I had no weapons charge against these cases. This gave the jurors prejudice thought against me thinking I threatened her with that knife and how scared she would of been knowing i could get it and kill her. On my sentencing court March 19, 2014 my public defender told Judge Kellam he wish to resign from being my attorney and wished for the court to give me outside council to file a error to trial or appeal. We were denied. Now after openly knowing my public defender don't want to represent me he has to. Well when as parents we make our kids clean a room when they really don't wish to, well the child will but don't mean she will do a good job, that's where I'm at with Mr. Noel. please dont ignore mine and my families pleas for your help . we have all the legal proof you could need to prove Im innocent. Please dont make my spend years in prison innocent when you can fix this wrong. Im not saying Im a perfect man or that I was a perfect dad to my 2 children none of us are. Ive made some bad choices in life and I paid for them. But I didnt ever touch or rape my daughter . I love my children with all my heart. And now through needing attention and a ex-wife who told my granny several times she wish she could put me in prison to get me out of their lives. Well my ex finally accomplished her goal. Sad part is she is destroying our daughter with all this horrific lies and things she taught my daughter to say. My daughter will need therapist to ever hope for a chance of a normal life after what she had done to her by her mom and their side of the family. My daughter told everyone even on stand she had a dream months before i supposedly molested her in this dream I was molesting her and when I finally did it matched her dream perfectly. She admitted to watching movies about little girls being molested and watching U-Tube videos about child molesting all before it happened supposedly to her. Doesn't that sound very unusual that a non molested 9 yr old would need to know so much about being molested? The only reason I could think a 9 year old would need so much information is to be prepared to know what to say and be able to say how it felt what took place etc.. So when questioned by authorities she would be prepared. And there again sir if a parent is pre grooming a 9 year old child she would need intimate details . Like telling her daughter about a couple moles on my private area. The child admitted to sneaking my cell and looking many many times at nudes of me and my girlfriend even one where my penis was entering my girlfriends vagina. In that picture my moles are obvious. Yet when prosecutor showed everyone in court my privates and pictures of the moles she said the only way the child would know about them is if she saw them for herself. My attorney once again said nothing about the pictures my child saw. Or could a ex-wife be able to describe my moles to help her case against getting rid of me? I beg you help me. This is my very existence. Ive lost everything , a good job, a wonderful girlfriend, my freedom, but worse thing Ive lost is my children. They were my reason to get up every morning and strive to be better. The wonderful bond I had with my Serenity is gone. After this I would be afraid to even hug her for fear of what next can they do to me. I'm not afraid to tell you I sit here in this cell and try to hold back my tears. Everyone knows you cant show weakness in prison. My life has already been threatened here at Wabash Valley Prison. After only 3 days of arrival. I was tricked into signing a waiver now Im in G Block General Population with 6 child molesting felony charges. Mrs. Hart as a 18 year old I almost died hooked to machines in hospital almost 1 month and now I know that fear was childish compared to this . I cant help but put emotions in this, after all Mrs. Hart Im human and God help Me I never been more afraid in my life. I didnt hurt my little girl I didnt touch her sexually. As much as it shreds me and fills my mind what Im facing I worry more about my mom and granny because of their great love for me mam they are suffering so deeply. I aint done this things but my loved ones suffering right along beside me and If you take my case you will be in essence freeing them also. I sent momma this letter and asked her to email it to you. I'm scared I have been done so unjustly by our legal system and I need you to fix this and give me freedom. I ask you please don't just ignore my pleas. Here in America its nice to be able to trust our legal justice system, well they destroyed my and my loved ones trust in our justice system . And I'm trusting in You !!! My entire family is suffering this nightmare with me. My 77 year old granny had a stroke and isn't doing so well. My single mother that raised 3 kids alone is dying from Lupus and since my arrest has stayed so sick and weary. Our lives torn to peices by a government I was taught I could trust in. my momma has tried so many innocent project and wrongfully accused and cant get anywhere. please please help me. A quote from the late Nelson Mandela: To be free is not merely to cast off ones chains, But to live in a way that respects and enhances The Freedom Of Others. I have Faith in you and your clinic to cast my chains off and give me freedom I do deserve as a wrongfully accused Man, son, brother, father, friend. Matthew Major DOC# 246179 Cause # : 53c02-1308-FA-000779 God Bless you. Please contact me with your decision so I know you made a life changing decision for me , just please at least write me so I know you care enough about your citizens to respond to cries for your help. You can speak openly with my mother Charlotte Spain (828) 476-0406: 71 Lakeview Dr. Canton, NC 28716 Thank You Matthew Major I know yall get thousands of request and inmates claiming innocence, and each person who are innocent deserve to have organizations like yours willing to fight for them and I give yall so much Thanks and I thank God everyday yall are out there caring enough to help free the innocents. Since discovering firsthand how easily lives and families can be destroyed by Poor Defense attorneys not doing their job . And Prosecutors allowed to do as they please in court

  5. Frankly, it is tragic that you are even considering going to an expensive, unaccredited "law school." It is extremely difficult to get a job with a degree from a real school. If you are going to make the investment of time, money, and tears into law school, it should not be to a place that won't actually enable you to practice law when you graduate.

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