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 [...]
Michael Herzog Presents on Tax Due Diligence for M&A Transactions
In News, Tax and Estate Planning PostedMetz Lewis attorney Michael Herzog presented Tax Due Diligence for M&A Transactions to the Allegheny Tax Society on January 26, 2026. The presentation explored key tax considerations in [...]
Tax Due Diligence for M&A Transactions – Presented by Michael J. Herzog, Esq.
In Corporate Issues, Tax and Estate Planning PostedAs part of the Allegheny County Bar Association’s Continuing Legal Education program, Metz Lewis attorney Mike Herzog presented Tax Due Diligence for M&A Transactions. This program provided [...]
Metz Lewis represented LegalSifter in its acquisition of Contract Logix, a provider of data analysis-driven contract management solutions. The Metz Lewis deal team was led by David Jaffe and [...]
2023 was another active year for the Metz Lewis Mergers & Acquisitions practice, with the firm again closing more than 40 deals, including those showcased below.
Firm Member David Jaffe was recently interviewed by Smart Business Magazine. In the article, David covered M&A trends and how they impact the lower middle market. To read the full text, [...]
A team of John Lewis, George Thomas, Brian Golias, Matt D’Ascenzo, George Mongell and Allyson Kreps recently represented 3RC in its acquisition of R3 Wound Care and Hyperbarics [...]
The Metz Lewis team of John Lewis, Tim Kravetz and Allyson Kreps counseled Mid Atlantic Capital Group and EdgeCo Holdings, L.P. (“EdgeCo”) in its acquisition of Lexington, Kentucky [...]

Metz Lewis De-Risking Series: TOO MUCH SALT CAN MAKE YOUR COMPANY UNAPPETIZING
By David Jaffe
In Corporate Issues Posted Since the U.S. Supreme Court’s decision in the Wayfair case, unresolved issues relating to state and local taxes (so called “SALT”) have become a real wild card in the world of [...]

Over the past few years, we have seen representation and warranty insurance (RWI) gain a larger foothold in middle and lower-middle market M&A transactions. With more insurers entering the [...]
