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Jerry Carleton

Principal / Attorney, Attorney at Immix Law Group

Medium firm (21 to 100 attorneys)Portland, OR Website (206) 492-7530
Tax CertificateAdjunct Faculty Professor, Lewis & Clark Law School (2015 – 2016)Charter Member, TiE Oregon (2013)Winning the Future Roundtable, White House Business Council (2011)Board of Visitors, Lewis & Clark Law School (2009 - Present)Advisory Board Member, Small Business Legal Clinic (2006 - Present)Committee Member, Oregon Entrepreneur Network (2007 – 2009)Member, Starve-Ups (Small Business Resource Group, 2002 - Present)Peer Review Member, National Science Foundation (2004)Board Member, ARK Health Foundation (2023 - Present)

About

Jerry Carleton, founder and principal at Immix Law Group, guides startups and growth-stage companies through mergers, acquisitions, and exits. He takes on corporate, finance, and securities questions for private emerging and mature companies. Jerry handles pre-formation planning, entity formation, and capital raises. He covers corporate governance and securities compliance for those companies. Jerry counsels clients on leasing and contract issues in a sale. Jerry earned his J.D. from Lewis & Clark Law School in 2007. With his wife Heather, he has founded or co-founded sixteen companies, among them businesses in durable medical equipment, SaaS, cryptocurrency mining, revenue capital, and legal services. Jerry handles acquisitions and exits for medical device, manufacturing, and technology companies.

Who is a good fit for Jerry Carleton

  • Owners of wineries planning the sale of the company.
  • Professional services firms acquiring another practice.
  • Owners of wellness companies planning an exit.
  • Automotive business owners pursuing a merger.

Education and admissions

Education
  • Lewis & Clark Law School, J.D., 2007
  • University of Portland, B.A., 2001
Bar admissions
Oregon, Washington, Tennessee

Recognition

  • Rising Star - Oregon Super Lawyers (2018 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2017 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2016 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2015 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2014 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2013 - Business/Corporate)
  • Rising Star - Oregon Super Lawyers (2012 - Business/Corporate)
  • Leaders in the Law - Daily Journal of Commerce, Oregon (2012)
  • Rising Star - Oregon Super Lawyers (2011 - Business/Corporate)
  • Up & Coming Lawyers - Daily Journal of Commerce, Oregon (2010)

Specialties

Entity formation and holding structuresBuy-side M&A representationSell-side M&A representationCommercial leases and lease assignments

Deal profile

Typical deal size
Any deal size
Remote work
In-person / regional

Frequently Asked Questions

Jerry Carleton represents medical services companies, retail businesses, creative agencies, certified public accounting firms, and marketing and print businesses. He also represents graphic design firms, fashion and apparel companies, upholstery businesses, and VR/MR/XR companies.

Jerry Carleton earned Rising Star honors from Oregon Super Lawyers for Business/Corporate from 2011 through 2018. He earned the Up & Coming Lawyers honor from the Daily Journal of Commerce, Oregon in 2010. Jerry earned Leaders in the Law recognition from that paper in 2012.

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