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SECURITIES & BLUE SKY:

Steve Muehler is an experienced Capital Markets Paralegal, and Steve Muehler assists Attorneys throughout the State of California. Steve Muehler can provide you and/or your Law Office(s) with the following Paralegal Services with respect to Capital Markets Transactions:

Securities & Blue Sky (pre-closing):

  • We prepare all Offering Memorandums for all Public & Private Securities Offerings.

  • We file all Offerings with the United States Securities & Exchange Commission (non-exempt offerings).

  • We make all required Form Filings with the SEC for any Exempt Offerings.

  • We make all required filings with any of the states.

Securities & Blue Sky (form types):

  • Private Placement:

    • Reg D 

    • Regulation A+ Tier I 

    • Regulation S 

    • EB5

    • Family of Notes 

    • PIPE

    • 144a

  • Public Offerings:

    • Reg D (Equity CrowdFunding)

    • Regulation A+ Tier II (with or without Capital Markets Listing)

    • Regulation S (with International Capital Markets Listing)

    • S-1

    • S-3

    • S-4

    • S-6 (Unit Registration Statement) 

    • S-8 (Employee Benefit Shares Registration Statement)

    • S-11 (REIT)

    • 424 (Amendment Registration)

    • 424B (Delayed Offering Registration)

    • 20-F (Foreign Issuer Registration Statement) 

    • Form 10 (Shares Registration Statement)

    • N-1A (Mutual Fund Registration Statement)

    • N-2 (Closed-End Fund Registration Statement)

    • N-14 (Registration Statement)

  • Security Tokens Offerings

  • CrowdFunding Portals

  • Alternative Trading Markets 

  • SEC Form 1 for Stock Exchanges

Securities & Blue Sky (Specialty & Fund Formations):

  • EB5 Regional Office

  • REIT Fund Formation

  • Hedge Fund Formation

  • Private Equity Fund Formation

  • Venture Capital Fund Formation

  • Offshore Hedge Fund Formation

Securities Litigation & Enforcement Actions:

  • Client Intake & Conflict Checks

  • Legal Research

  • Preparation of Pleadings and Judicial Council Forms

    • Complaints​

    • Answers

    • Demurrers

    • Motions

    • Stipulations

    • Etc.

  • Drafting Correspondence(s)

  • Propounding and Responding to Discovery 

    • Including communicating with clients to obtain responses and documents for production​

  • Correspondence to clients, opposing counsel, court personnel, etc. 

  • Document Management & Electronic compilation and organization of documents for Exhibits and Document Production 

    • Including indexing and Bates Stamping​

  • Filing Documents Electronically (when applicable)

  • Drafting & Preparation of Briefs

  • Table of Contents and Table of Authorities

  • Schedule Depositions with Court Reporting Services

    • Court Reporter​

    • Interpreters

    • Video Service

  • Deposition Summarization

  • Chronologies and Timelines

  • Data Entry

  • Preparation of Subpoenas and Notices

  • Mailing Copies to Opposing Counsel

  • Manage Calendars & Schedules

  • Scheduling Hearings

  • Process Serving & Certificates of Service

  • PowerPoint Presentations

  • Preparation of Demand Letters and Settlement Packages

  • Alternative Dispute Resolution / Mediation Brief

  • Hearing / Trial Preparation

 

Steve Muehler provides Paralegal Services to licensed U.S. Attorneys and Law Firms Only. 

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Steve Muehler:

25350 Magic Mountain Pkwy

Santa Clarita, California 91355

Phone: (310) 463-5122

Email: Steve@SteveMuehler.com