Skip to main content
Ricardo O'Neil Bernard

Ricardo Bernard’s Legal Cases

5 total

  • Fund Formation

    Practice Area:
    Contracts & Agreements
    Date:
    Feb 07, 2012
    Outcome:
    Successful fundraising.
    Description:
    Assisted client in formation of private equity fund including drafting all documents from private placement memoranda, limited partnership agreements to subscription documents
  • Equity Grant

    Practice Area:
    Venture Capital
    Date:
    Feb 05, 2013
    Outcome:
    Successful establishment of stock option plan
    Description:
    Advised company on establishment of stock option plan and equity grants to its employees included vesting requirements and tax advice associated with the matter.
  • Incorporation and Fundraising

    Practice Area:
    Venture Capital
    Date:
    Jan 15, 2013
    Outcome:
    Successful fundraising of $450,000
    Description:
    Advised client on incorporation matters and then assisted in Series A of fundraising. Work included drafting share purchase agreements, term sheets, shareholders agreement and other material documents.
  • Venture Capital Investment

    Practice Area:
    Venture Capital
    Date:
    Jun 13, 2012
    Outcome:
    Successful Fundraising
    Description:
    Advised engineering company on recapitalization and investment from venture capital fund. Deal with an aggregate value of over $500,000.
  • Joint Venture

    Practice Area:
    Contracts & Agreements
    Date:
    Jan 09, 2013
    Outcome:
    Successful establishment of joint venture company
    Description:
    Advised client on a joint venture with an initial investment of $150,000. Work included incorporating company, drafting joint venture agreements and advising on tax structure.