The landscape for law firm growth and value creation is changing quickly. The question is no longer whether firms can secure outside investment but how soon they will. As more firms seek capital for growth, liquidity, and modernization, they embrace the Management Services Organization (MSO) model, which we reviewed in our webinar Law Firm Value Creation: Exploring Outside Investment.

But the process of structuring an MSO, navigating regulatory requirements, and securing a capital partner remain daunting prospects for many law firms — preventing them from taking advantage of this opportunity. To help firms understand how these processes work, Marks Baughan conducted a second webinar, featuring experts shaping the future of legal investment.

Josh Porte, partner at Holland & Knight, and Mike Bryant, co-managing partner at Knox Capital Holdings joined Marks Baughan’s Chris Hildreth and John Martin to walk through the lifecycle of an MSO-based transaction. The panel discussed regulatory structuring, investor outreach, deal phases, governance, and how to use the capital for growth.

You may view the entire session by filling out the form above.

We hope you find the webinar informative, and we invite you to reach out to Chris Hildreth (childreth@marbau.com) or John Martin (jmartin@marbau.com) to learn more about outside investment for your firm.