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Notable matters

Selected results.

A representative sample of recent matters. Client identities are anonymized where required; all disclosures reflect publicly available information. Prior results do not guarantee a similar outcome.

Halberd & Stone attorney reviewing a closed-matter file at a desk with a gavel and notebook
M&A · 2025

Sell-side representation in $1.8B acquisition of a SaaS platform.

Advised the founding shareholders of a B2B SaaS company through a strategic acquisition by a Fortune 500 acquirer. Closed in 87 days from term sheet to wire.

Caroline Ng · lead
IP litigation · 2025

Successful defense against $340M patent infringement claim.

Represented a public semiconductor company through PTAB inter partes review and parallel district-court litigation. All asserted claims invalidated; case dismissed with prejudice.

Aaron Petros · lead
Litigation · 2024

Defense verdict in shareholder derivative action.

Tried and won a four-week jury trial in Delaware Chancery on behalf of a public-company board of directors. Plaintiff sought $220M in damages; verdict for defendants on all counts.

Marcus Voss · lead
Venture · 2024

Lead counsel on $140M Series C in fintech.

Represented a regulated fintech company through its Series C financing led by a tier-one growth fund. Negotiated founder-friendly protective provisions and a clean cap table.

Caroline Ng · lead
Private wealth · 2024

Multi-jurisdictional family office structuring for a tech founder.

Advised a US-based founder through a structured liquidity event and the formation of a family office spanning the US, UK, and Singapore. Coordinated counsel in five jurisdictions.

James Halberd · lead
IP · 2024

Patent portfolio strategy for a Series A biotech.

Built and prosecuted a 14-patent portfolio for a Series A biotech preparing for FDA filings. Coordinated freedom-to-operate analysis across three competitor portfolios.

Dr. Anjali Suresh · lead
M&A · 2023

Buy-side representation in cross-border consumer-goods acquisition.

Represented a US-listed consumer-goods company through the $680M acquisition of a UK-based specialty brand. Closed simultaneously across both jurisdictions.

Caroline Ng · lead
Disclaimer

The matters listed above are representative. They are not necessarily our largest, our most successful, or our most recent. The list is curated to convey the range of work the firm handles. Past results do not guarantee a similar outcome in any future matter, and nothing on this page should be construed as legal advice or a solicitation for legal services in any jurisdiction where such solicitation would be improper.