News & Analysis as of

Solicitation Provisions

Pullman & Comley, LLC

Solicitation of Potential Clients by a Law Firm’s Employees or Agents

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Are there limits on employees or agents of a law firm soliciting work for the firm from individuals known or reasonably believed to be in need of legal services for a particular matter?  In a recently issued opinion, the...more

Morrison & Foerster LLP - Government...

May 2021 Bid Protest Roundup (Law360 Spotlight)

This month’s Bid Protest Roundup (featured on Law360) examines three recent decisions by the U.S. Government Accountability Office (GAO) and the Court of Federal Claims (COFC). The first, Tridentis, LLC, highlights the...more

Farrell Fritz, P.C.

“Demo Days are Here Again”: Part Two of Exempt Offering Amendments Deeper Dive

Farrell Fritz, P.C. on

At the 1932 Democratic National Convention, the live band at one point burst into “Happy Days are Here Again”, FDR’s favorite, drawing raucous cheers from convention delegates.  It went on to become the Democratic Party’s...more

Farrell Fritz, P.C.

SEC Proposes Much Needed Finder Exemption, and Paul Anka Must Be Singing

Farrell Fritz, P.C. on

Finders play a vital role in introducing startups to potential investors.  Yet the general requirement that persons soliciting investors must register with the Securities and Exchange Commission as broker-dealers and be...more

Troutman Pepper Locke

SEC Proposes to Amend Advertising and Client Solicitation Rules

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In November 2019, the Securities and Exchange Commission released proposed amendments to Rule 206(4)-1 (Advertising Rule) under the Investment Advisers Act of 1940 (Advisers Act). The Advertising Rule was first adopted in...more

Skadden, Arps, Slate, Meagher & Flom LLP

Investment Management Update - January 2020

In this issue, we summarize regulatory, litigation and industry developments from October 2019 to early January 2020 impacting the investment management sector, including SEC action on use of derivatives by registered...more

Cadwalader, Wickersham & Taft LLP

SEC Proposes Significant Amendments to Investment Adviser Solicitation Rule

The Securities and Exchange Commission (the “Commission” or the ”SEC”), on November 4, approved the publication of a substantial release (the “Release”) proposing significant amendments to the rules under the Investment...more

Hutchison PLLC

So You Think You Want to Operate a Charity in California?

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Subject to a limited set of exceptions, operating a charity in California that solicits and receives charitable contributions from California residents comes with a litany of somewhat onerous legal hurdles. The operation of...more

Ballard Spahr LLP

Vermont Supplements Recent Legislation

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Vermont enacted legislation pertaining to initial and renewal applications and setting licensing fees to supplement legislation enacted earlier this year. Effective July 1, 2019, the following application fees apply in...more

Robinson & Cole LLP

2019 Investment Adviser Update - April 2019

Robinson & Cole LLP on

The rules and regulations governing private equity and hedge fund advisers continue to develop in response to changes in technology, particularly in the areas of social media and cybersecurity. As a result, advisers become...more

Stinson LLP

SEC proposes to Expand Test-the-Waters Communications to all Issuers

Stinson LLP on

The SEC has proposed new rules that would permit all issuers to solicit investor views about potential offerings at an earlier stage in the offering process than is the case today. ...more

Stinson - Corporate & Securities Law Blog

SEC Issues C&DIs on Exempt Solicitations

We recently noted a shareholder proponent had been making aggressive use of Notices of Exempt Solicitation on EDGAR. ...more

Holland & Knight LLP

DoD Seeks Industry Input on DFARS Buying Reform

Holland & Knight LLP on

The Department of Defense (DoD) is asking contractors to help identify solicitation provisions and Defense Federal Acquisition Regulation Supplement (DFARS) clauses that impose unnecessary regulatory burdens. DoD has invited...more

Ballard Spahr LLP

Vermont Enacts Loan Solicitation License, Amends Other Financial Regulation Licensing Provisions

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Entities engaged in the business of loan solicitation are now required to be licensed with the Vermont Department of Financial Regulation following the recent enactment of Act 22. Loan comparison websites, lead generators,...more

McDermott Will & Emery

Massachusetts Legislation Spurs Offshore Wind Power Development

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On August 8, 2016, Massachusetts Governor Charlie Baker signed into law a major energy bill aimed at putting Massachusetts at the forefront of states developing offshore wind power. The law, An Act Relative to Energy...more

Bilzin Sumberg

Miami-Dade County Takes P3 Reform Further After Florida Passes New P3 Legislation

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After months in several Florida House and Senate committees, the State Legislature finally passed two related bills that were both signed by the Governor at the end of April. Importantly, the first bill, SB 124, establishes...more

Morris James LLP

Should Proxy Contests Be Fair?

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The current surge in stockholder activism raises the interesting question whether proxy contests should be conducted fairly. Should the protagonists only tell the truth in soliciting votes or may they act like some...more

Troutman Pepper Locke

Locke Lord QuickStudy: Duke Hit with Antitrust Suit for Non-Poaching Agreement with UNC

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Universities and medical institutions in close geographic proximity may have faced the same issues as Duke and UNC when their faculties started departing for richer positions at the other’s campuses. With ever-increasing...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

NLRB Expands NLRA Protections: Rejects Solicitation of Grievance Defense

On July 2, 2013, the National Labor Relations Board (NLRB) decided a case, Albertson’s LLC, 359 NLRB No. 147, implicating two elements of the National Labor Relations Act. ...more

Holland & Knight LLP

New Ethics Law Could Affect Companies Doing Business with Florida State Agencies and Local Governments

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The Florida Legislature recently passed Senate Bill 2, a wide-ranging ethics law that could affect companies that do business with state agencies and local governments in Florida....more

Stinson - Corporate & Securities Law Blog

Use Of Additional Soliciting Materials Remains Constant In 2013

Since the advent of a mandatory but advisory say-on-pay vote required by the Dodd-Frank Act, issuers have used additional soliciting materials in connection with the say-on-pay vote. Often the filings are made in connection...more

Butler Snow LLP

The Parameters of "Solicitation" in an Era of Non-Solicitation Covenants

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Originally published in the ABA Journal of Labor & Employment Law - Volume 28, Number 1, Fall 2012. I. Introduction - "I didn't solicit them; they approached me." That is a common defense invoked by someone accused...more

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