James S. Weisz

Partner


Jim has more than two decades of experience advising entrepreneurs and their companies on issues ranging from corporate finance and M&A transactions to estate and strategic planning matters. Jim also has operating experience and has successfully formed, grown and managed several businesses. Successful entrepreneurs and other prosperous people depend upon his expertise, judgment and multi-disciplinary skills to advise them through both crises and significant events.  

          

        Career highlights include:


  • Creating an investment business which has funded more than $100 million of debt and equity transactions
  • Implementing dozens of wealth preservation strategies involving more than $1 billion in assets
  • Assisting numerous entrepreneurs and prosperous people in risk management strategies
  • Advising dozens of companies and their owners concerning liquidity events
  • Formerly Chairman of Rutan & Tucker LLP's Private Clients Group
  • Formerly with Touche Ross & Co.
  • University of Virginia School of Law, J.D., 1988
  • Certified Public Accountant, 1985 (inactive)
  • University of Texas at Austin, B.B.A., Accounting 1982



Scott Santagata

Partner


Scott has over 20 years of experience as legal counsel to entrepreneurs, investors and companies in a broad range of corporate finance transactions and business matters. Scott has extensive experience in connection with equity and debt financings, mergers and acquisitions, corporate governance, strategic planning and general business matters. Scott's clients include entrepreneurs, emerging and established companies, venture capital funds and other investment entities.


        Career highlights include:


  • Creating an investment business which has funded more than $100 million of debt and equity transactions
  • Negotiating and closing more than one hundred public and private financings
  • Structuring and closing scores of acquisitions
  • Advising companies, boards and entrepreneurs on a broad range of business matters
  • Formerly a partner at Dorsey & Whitney LLP and Brobeck, Phleger & Harrison LLP
  • University of California, Berkeley School of Law (Boalt Hall), J.D.,1992
  • San Diego State University, B.S. Business Administration, 1989 summa cum laude





 


Building & Protecting Entrepreneurial Capital

WEISZ & SANTAGATA LLP |  26487 Rancho Parkway South   Lake Forest, CA 92630   |  Phone: (949)243-7360

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