Lori Waldron Email & Phone Number

Greater Milwaukee

Milwaukee, Wisconsin

Greater Milwaukee Area

Representative Experience:• Assisted with the creation and branding of a turnkey M&A transaction solution for small and medium sized businesses that integrates legal services and investment banking services. Exceeded first-year budget of $1M in transaction fees by $1.9M. Increased overall team deal flow by 30% and deal pipeline by $4.7M. Manage team of multidisciplinary professionals in an alternative fee platform that provides an integrated deal solution that is more responsive, more efficient, less costly and more likely to deliver a superior negotiated outcome for clients.• Implemented Practice Management approach to Managing Partner’s practice - increased billable collections 52% in 3 years; up to 164% increase within 7 years. Continue to increase collections year after year with client-facing team approach.• Assisted with launching Associated Training Program for M&A deals and training on proprietary due diligence process created for vonBriesenOneSource.• Managed the client engagement, pricing and workflow processes for a turnkey buy-side acquisition transaction for a closely held food processing company. Our in-house multidisciplinary M&A advisory team set pricing, structured the transaction, secured all funding and performed all legal services.• Project, pricing and client relations manager for a $6.5M sell-side advisory transaction involving a privately held company selling to a public buyer. Managed the M&A team that acted as the sole financial and legal advisor to the seller. Our turnkey process resulted in a sale to a synergistic buyer at a price 20 percent higher than offered by private equity sources.• Acted as project manager and client liaison on behalf of a combined outside investment banking and internal legal team that executed a shareholder buyout, senior debt placement and mezzanine investment in a $60M management buyout supported by a private equity sponsor.

Waukesha County

As the Practice Manager of Husch Blackwell’s Financial Services & Capital Markets group, I advanced and implemented the strategic initiatives of the group focused on profitable revenue growth that results from alternative client service offerings of the firm. I worked with key members of leadership within the group, partners, clients, prospects, and other stakeholders to identify and implement opportunities most likely to achieve the strategy to ensure the objectives and initiatives of the group.With over twenty years of law firm operations and have differentiating capabilities that are derived from my extensive legal/technology skills and front line experiences with how legal services are delivered at the client level. I worked closely with partners and clients to implement teams that utilize legal project management and process improvement within the Financial Services & Capital Markets team. I also managed the organization and operation of ancillary client service offerings such as Deal Solutions, which utilizes multidisciplinary professionals to provide both financial and legal services in an integrated M&A service offering. I prepared and monitored clients’ project plans and budgets while managing the day to day business operations of the client service teams, as well as working directly with clients to ensure their needs are met. I utilized legal process design to deliver optimal solutions in line with clients' expectations in many areas such as intellectual property, corporate, labor and employment, litigation and commercial finance. While doing this role, I leveraged the managing partner’s practice with organic revenue growth initiatives and assisted with the revenue growth of his practice year after year. I increased billable collections by 165%, while keeping deal teams lean and saving money for clients.

Waukesha County, Wi

Waukesha County, Wi

I was responsible for the business functions, client management, business management and operations of the office, which includes the areas of HR, technology, facilities, marketing, employee relations, workflow coordination, professional recruitment and staffing. I worked collaboratively with all business units of WHD while implementing strategic objectives and goals for the firm, branch offices, business development teams, individual attorneys and business professionals. I also interfaced with clients and the business community regularly to ensure that WHD's mission - client success, was realized.With my client service and technology experience, I teamed with the IT and other legal professionals of WHD to drive LPM and legal practice management methods that improve efficiency and value in the delivery of legal services. · Managed the build out of a 13,000 square feet branch office on time and on budget. Oversaw the location selection, design, buildout, project budget, resource allocation, lease negotiation, furniture design and hiring and training of employees. Administered and created processes to successfully manage the office.· Nominated to participate in Waukesha County Business Alliance’s Leadership Waukesha due to applying 21st century leadership principles to management of the office.· Main point of contact for client relationships for international, national and regional clients. Structure transaction of pricing from hourly billing to alternative fees. Administer project management processes and utilize business intelligence to serve client needs.· Oversaw and led marketing and business development efforts for branch offices of national and regional law firms by leveraging relationships and sponsorships with business groups.

Reinhart Boerner Van Deuren, S.C. - Waukesha

Manage/coordinate Human Resource functions for Waukesha Office: Attorney and staff recruiting manage, train, coach and mentor support staff, administer staff evaluations and terminations. Prepare compensation analysis for attorneys and staff. Coordinate and provide orientation and training for all new personnel in office procedures, best practices and firm software. Uphold and administer firm policies, procedures and benefits.Assist Managing Partner and Shareholders in meeting goals/needs of firm: Participate in Equity Shareholder meetings and draft agendas. Assist in developing business goals and strategic planning. Report to Managing Partner and assist with proposals for growth initiatives.Building/Facilities Management: Manage Waukesha Office facilities and building and maintain and build vendor and tenant relationships. Interact and negotiate with vendors and tenants on daily basis. Oversee and coordinate all aspects of maintenance and operations of firm-owned building. Assist with negotiations with lease agreements, formulate proposals, forecast CAM charges and budgets. Coordinate and implement regulatory compliance issues. Marketing: Organize, participate and lead Waukesha marketing events. Oversee marketing for seminars, sponsorships and events. Collaborate with Marketing to develop relationships with local businesses and industry groups. Engage in sponsorships/volunteer efforts to build reputation of Waukesha office. Assist attorneys with cross-selling efforts and target prospects.Information Technology: Coordinates office technology and hardware needs. Develop training programs for new hires and follow up training for employees. Secure and manage maintenance contracts for computer/hardware vendors. Oversee roll-outs of software and updates.

Milwaukee

* Coordinated company-wide technology deployment* Technical support for Litigation department* Trained newly hired employees on company specific software* Drafted pleadings and discovery for attorney review* Proficient with electronic filings for various federal courts* Organized and managed complex cases in various areas of commercial litigation* Researched case issues, local rules for different court venues and corporate entities* Liaison between attorney and clients and insurance companies* Implemented marketing strategies for cross-selling clients* Managed attorney tasks and calendar and docketing* Reviewed attorney detailed billings monthly and managed intake of new clientele