JONATHAN D. JOSEPH
Attorney & Counselor at Law
San Francisco, California
jon@jonjoseph.com


Representing the financial services, investment banking, venture capital, business and non-profit community for more than 28 years

Out of clutter, find simplicity.
From discord, find harmony.
In the middle of difficulty, lies opportunity.
--- Albert Einstein

OPTIMIZING SOLUTIONS

In a world of shifting playing fields, we work with our clients to create value by assembling, from a broad array of individual specialists, collaborative teams to provide customized business and legal solutions. Solutions that create value for a client do not exist in any one company or even in the traditional integration of companies. We offer legal, business and ethics consulting services that law firms and consulting firms are structurally unable to offer. By tapping into a pool of global partners, we deliver customized, collaborative solutions, for our clients, by creating a virtual company that is tailored to each major assignment or project we undertake. This unique horizontal approach to business, legal and ethical problem solving and transactional matters is a proven strategy that we call glocalization.

SERVICES

Our horizontal approach to providing customized collaborative solutions delivers value by eliminating unnecessary expense and avoiding institutional immobility and conflicts in all of the following areas:
 

Capital structuring and capital formation
Venture capital & private equity investing
Bank & financial services regulatory compliance
Mergers & acquisitions
Corporate finance for public and private companies
Business start-ups including biotech and medical
PIPES — U.S. domestic, Canadian, British & Aussie
Securities disclosure and reporting issues
Asset securitizations and enhancement strategies
Ethical issues, conflicts of interest & codes of conduct
Sarbanes-Oxley compliance and consulting
Advising and restructuring boards of directors and audit and compensation committees
Risk management and insurance issues

EXPERIENCE


Jonathan D. Joseph has been a member of the State Bar of California since 1979 and is a member of the American Bar Association – Business Law Section. He is a former member of the Financial Institutions Committee of the Business Law Section of the State Bar of California and also served on the Board of Trustees of the American Conservatory Theater (ACT), San Francisco, CA (1996-2002), where he was also a member of the Executive Committee and the Chair of its Audit Committee (2001-2002).

Since 2006, Mr. Joseph has utilized his innovative, horizontal approach to business and legal solutions from his office in San Francisco, CA. He has created and managed global collaborations for finance and business transactions and delivered innovative solutions to his clients by working with global partners from Canada, England, and Australia and throughout the United States. During his career he has represented numerous banks, bank holding companies and other financial institutions, investment banks, listed public companies, venture capitalists, private equity firms and municipalities.

From 2003 to January 2006, Mr. Joseph was a partner at Kirkpatrick & Lockhart Nicholson Graham LLP, an international law firm (now known as K & L Gates). From 1990 to February 2003, Mr. Joseph was a partner at Pillsbury Madison & Sutro and its successors including Pillsbury Winthrop LLP, an international law firm (now known as Pillsbury Winthrop Shaw Pittman LLP). Prior to 1990, Mr. Joseph practiced law in Los Angeles and San Francisco as a partner in a banking and financial services law boutique with offices in both of those cities.


AV Rated by Martindale-Hubbell*Mr. Joseph was also selected by Bay Area Lawyer Magazine, Sept/Oct 2005, as one of the best Business and Corporate Lawyers


CONTACT
T: 415.643.5252 F: 415.643.5253 or jon@jonjoseph.com


*CV, BV AND AV are registered certification marks of Reed Elsevier Properties, Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.