Metz Lewis is pleased to welcome Sarah Shields as an Associate in the firm’s Corporate Practice Group. Sarah advises borrowers, lenders, and public and private companies on financing [...]
Metz Lewis Represents Confluence Financial Partners in Strategic Partnership with Constellation Wealth Capital
In Closed Deals, Corporate Issues, News PostedMetz Lewis is pleased to have represented Confluence Financial Partners in connection with its strategic partnership with Constellation Wealth Capital, an alternative asset management platform [...]
John Lewis (J.D. ’83), founder and partner of Metz Lewis Brodman Must O’Keefe LLC, is featured in West Virginia Executive magazine’s 2026 Lawyers & Leaders issue. The profile traces Lewis’s [...]
Metz Lewis Represents Connected Energy in Acquisition by CLEAResult
In Closed Deals, Corporate Issues, News PostedMetz Lewis is pleased to have represented BPL Global, LLC, which operates as Connected Energy in its acquisition by CLEAResult, an energy and utility services company backed by leading middle [...]
Chris Brodman Named a 2026 Pittsburgh Business Times C-Suite Awards Honoree
In Corporate Issues, News PostedMetz Lewis is proud to share that Chris Brodman, President and one of the firm’s founders, has been named a 2026 Pittsburgh Business Times C-Suite Awards honoree. Working alongside the firm’s [...]
There’s a conventional order of operations for selling a company: hire the investment bank, then bring in the lawyers to paper what the banker negotiates. Tim Belden, co-founder of Energy [...]
Metz Lewis is pleased to announce that co-founder and member John W. Lewis II has joined the Board of Directors of Squary AI, a company developing artificial intelligence solutions for legal [...]

Recovering Missed Tax Elections: Navigating IRS Relief Through the Private Letter Ruling Process
In Corporate Issues, News, Tax and Estate Planning PostedWhen a critical tax election is missed in connection with a complex M&A transaction, the financial consequences can be devastating. For one Metz Lewis client, a missed Section 336(e) election [...]
Metz Lewis is pleased to welcome Jackie Stalnaker as an Associate in the firm’s Corporate group. Jackie advises businesses on a wide range of corporate matters, with a focus on mergers and [...]

Before You Exit: How Management Equity Incentive Plans Support Stronger Transaction Values
In Corporate Issues, Employment and Labor PostedExecutive Management Equity Incentive Plans are a powerful tool to incentivize key employees and create value in anticipation of an M&A transaction. When business owners contemplate a future [...]
