Counsel
2023 – PresentHollis Barrow LLP · San Francisco, CA
Lead lawyer on technology M&A and growth financings; supervise four associates; sixteen closings so far, including the Ridgeline and Meridian transactions.
Curriculum vitae
The full record behind the deal sheet: positions, education, admissions, representative transactions and practice areas.
Daniel Whitaker
Counsel, Corporate and M&A · Technology transactions
- [email protected]
- +1 415 555 0142
- San Francisco, California
- example.com
Ten years of corporate and M&A work at Hollis Barrow LLP: thirty-four closed transactions and $5.1 billion in aggregate value at signing. I run deals from term sheet to closing set, read every disclosure schedule myself, and am looking for an in-house Assistant General Counsel or Head of Corporate role at a growth-stage software company from January 2027.
Positions
Senior Associate
2020 – 2023Hollis Barrow LLP · San Francisco, CA
Day-to-day lead on private-target acquisitions and Series B to D rounds; drafted and negotiated the definitive agreements.
Legal Counsel (secondment)
2021 – 2021Ridgeline Software, Inc. · San Francisco, CA
Six months in-house: commercial contracts, board materials and the company's first cross-border acquisition.
Associate
2015 – 2020Hollis Barrow LLP · San Francisco, CA
Diligence, disclosure schedules and ancillary documents on more than forty transactions.
Summer Associate
2014 – 2014Hollis Barrow LLP · San Francisco, CA
Education
JD
2012 – 2015University of California, Berkeley, School of Law · Berkeley, CA
Order of the Coif. Senior editor, Berkeley Business Law Journal.
BA Economics
2007 – 2011University of California, Davis · Davis, CA
Highest honors.
Admissions
California
2015State Bar
New York
2019State Bar
U.S. District Court, Northern District of California
2016Representative transactions
Northgate Systems acquires Ridgeline Software
2026$640 million · Counsel to the buyer
Cash and stock consideration with a cross-border tax step-up; signed and closed in eleven weeks.
Harborline Health Series D
2025$215 million · Company counsel
Sale of Meridian Payments to Larkspur Capital
2024$1.3 billion · Counsel to the seller
Two-round auction with a founder rollover; the largest transaction I have run.
Copperfield Energy and Solstice Grid joint venture
2024$180 million · Counsel to Copperfield
Wren Partners takes Bramble Analytics private
2022$720 million · Counsel to the special committee
Forty-day go-shop; two topping bids evaluated.
Halden Instruments acquires Oriel Optics GmbH
2021$310 million · Counsel to the buyer
German target; works council consultation completed before signing.
Practice areas
- Mergers and acquisitions
- Growth financings
- Joint ventures
- Carve-outs and divestitures
- Technology transactions
- Corporate governance
Speaking and writing
Disclosure schedules: what the buyer actually reads
2025Bay Area M&A Forum
Cross-border tax step-ups in software acquisitions
2024Hollis Barrow client memorandum
Panelist, go-shops in take-privates
2023Berkeley Business Law Journal symposium
Languages
- English Native
- German Professional working proficiency