With over 38 years of business and legal experience handling mergers and acquisitions, co-investment transactions, executive compensation and other complex business transactions in the middle market, Peter Klein brings a sophisticated, efficient and highly personalized approach to the representation of clients that include founders, private equity funds, their portfolio companies and portfolio company management teams, senior corporate executives and other businesses and individuals.

SERVICES

Focus on the Middle Market

Peter W. Klein, P.A. is a boutique law firm located in Boca Raton, Florida, serving clients nationwide. The firm primarily represents founders, private equity firms, their portfolio companies and portfolio company management teams, as well as senior executives, focusing on corporate law, mergers and acquisitions and executive compensation.
  • Private Equity Sponsors
  • Mergers & Acquisitions
  • Executive Compensation
  • Corporate Law

UNIQUE VALUE

Experience

Peter has spent over three decades as a principal in the private equity industry, serving in senior business roles and as general counsel. Until 2015, Peter ran an in-house transactional legal practice for two successive middle market private equity firms, where he had the lead legal role in structuring, documenting, negotiating and closing over 100 M&A transactions. In addition, he managed legal services for these private equity funds – overseeing portfolio company litigation, regulatory compliance, environmental remediation activities, real estate transactions and other general commercial matters. His in-house department also provided corporate maintenance and compliance services. Peter has a Martindale-Hubbell Peer Review Rating® of AV Preeminent (the highest rating) for Corporate Law and Mergers and Acquisitions.

Client Services

Peter’s approach is modern and results-oriented. His subject matter experience, years of business and legal experience, and focus on building and maintaining genuine client relationships has helped him to win the confidence of sophisticated clients who might not otherwise be comfortable entrusting their representation to a sole practitioner.

Network

Peter maintains a global network of professional resources- enabling the practice to offer a wide range of services as well as the ability to handle highly complex issues with many moving parts. Peter’s ability to recommend the right people for the task at hand, as well as his track record of collaboration with these resources, results in fast, smart decision-making that benefits clients and expedites transactions.

PETER'S STORY

In 2014, I opened my practice, Peter W. Klein, P.A., with offices in Boca Raton, Florida. I served as a partner and general counsel of Brockway Moran & Partners, Inc., a middle market private equity firm, from January 2000 until 2020. Prior to joining Brockway Moran & Partners, I spent nearly 14 years with Trivest, Inc. (now Trivest Partners), a middle market private equity firm based in Miami, Florida, where I served as Managing Director and general counsel. Before joining Trivest, I practiced law in Cleveland and Chicago.
During my private equity career, I served as a director of many Brockway Moran & Partners and Trivest portfolio companies. My decades of experience in private equity have enabled me to provide clients with sophisticated, pragmatic and efficient representation.
I received a J.D. from Cleveland-Marshall College of Law in 1981 and an LL.M. in Taxation from New York University School of Law in 1982. My undergraduate degree is from Albion College and I spent a year as a visiting student at the University of Sussex, in the United Kingdom. I am an instrument-rated private pilot, enjoy listening to and playing music, and am interested in cinema, history, landscape and gardens.

TESTIMONIALS

“

It was a real pleasure to work with you. Thanks for ushering us to closing. It is no small task these days for counsel... particularly when there is only one of you! I think you were a real benefit to the transaction process...

Managing Director, PE Firm
“

Thanks once again for your wonderful counsel... This is a very exciting time for me professionally, and it was pivotal to have such great advice throughout.

Senior Executive, Hedge Fund
“

Your guidance and partnership throughout the process was invaluable to us.

Co-Managing Partner, PE Firm

CONTACT

Peter W. Klein Attorney-at-Law
(561) 232-2058
[email protected]
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