Hollis Barrow LLP · Corporate and M&A group
Daniel Whitaker
Counsel, Corporate and M&A · Technology transactions
Ten years closing acquisitions, financings and joint ventures for software and hardware companies, thirty-four of them signed. I run a deal from term sheet to closing set, read every disclosure schedule myself, and want to bring that discipline in-house from January 2027.
- Hollis Barrow LLP
- One Market Plaza, Suite 3200
- San Francisco, CA 94105
- +1 415 555 0142
- [email protected]
Admitted in California (2015) and New York (2019)
Deal sheet DW-2026-09
Updated September 2026
Exhibit A
Selected closings
$640,000,000
Ridgeline Software, Inc.
has been acquired by
Northgate Systems Corporation
Counsel to the buyer
March 2026
$215,000,000
Harborline Health, Inc.
Series D preferred financing led by
Cardinal Growth
Company counsel
November 2025
$1,300,000,000
Meridian Payments, Inc.
has been sold to a group led by
Larkspur Capital Partners
Counsel to the seller
June 2024
$310,000,000
Oriel Optics GmbH
has been acquired by
Halden Instruments, Inc.
Counsel to the buyer
September 2021
Exhibit B
Transactions
| Year | Transaction | Sector | Value | Role |
|---|---|---|---|---|
| 2026 | Northgate Systems acquires Ridgeline Software Cash and stock, cross-border | Software | $640M | Buyer |
| 2025 | Harborline Health Series D Led by Cardinal Growth | Health tech | $215M | Company |
| 2024 | Sale of Meridian Payments to Larkspur Capital Auction, founder rollover | Fintech | $1.3B | Seller |
| 2024 | Copperfield Energy and Solstice Grid joint venture Storage assets, 50/50 governance | Energy | $180M | JV partner |
| 2023 | Pelagic Logistics carve-out of its mapping unit Eighteen-month transition services | Logistics | $95M | Seller |
| 2022 | Wren Partners takes Bramble Analytics private Special committee, go-shop | Software | $720M | Special committee |
| 2021 | Halden Instruments acquires Oriel Optics GmbH Germany, works council consulted | Hardware | $310M | Buyer |
Thirty-four closings since 2016, $5.1 billion in aggregate value at signing. The full list is available on request.
Exhibit C
Positions
Positions
2023—present
Counsel — Hollis Barrow LLP
2020—2023
Senior Associate — Hollis Barrow LLP
2021—2021
Legal Counsel (secondment) — Ridgeline Software, Inc.
2015—2020
Associate — Hollis Barrow LLP
Exhibit D
Credentials
Bar admissions
California, 2015 New York, 2019
Education
JD, UC Berkeley School of Law, 2015 BA Economics, UC Davis, 2011
Practice
Mergers and acquisitions Growth financings Joint ventures and carve-outs
Languages
English, native German, professional working
Memberships
State Bar of California, Business Law Section ABA M&A Committee
Seeking
Assistant General Counsel or Head of Corporate Growth-stage software, from January 2027
Closing
Correspondence
Yours faithfully,
Daniel Whitaker
Counsel, Corporate and M&A · Hollis Barrow LLP
San Francisco, September 2026
Enclosures
- ReferencesThree, on request
- Direct line
- Email
Transactions appear only where publicly announced, with amounts as reported at signing. This sheet is not legal advice and creates no attorney-client relationship.