Katz Teller

What Katz Teller does

Katz Teller is a Cincinnati-based law firm founded in 1980, operating as a limited professional association under the legal name Katz, Teller, Brant & Hild, L.P.A. The firm provides legal counsel across 19 practice areas, with concentrated focus on corporate and general business law, mergers and acquisitions, estate and wealth planning, federal/state/local taxation, employment law, real estate, healthcare, hospitality, employee benefits, and litigation. Its core client base consists of privately held and family-owned businesses, high-net-worth individuals and families, non-profit organizations, registered investment advisors and wealth management firms, and employers across Ohio, Kentucky, Indiana, and adjacent states.

The firm's operating model is a partner-led boutique without billable hour requirements and without an associate-heavy leverage structure, instead emphasizing individualized service from experienced attorneys. It is the only Cincinnati member of the Meritas worldwide law firm alliance, which provides vetted inbound and outbound referrals for cross-jurisdictional matters. Nearly 90 percent of the firm's attorneys are recognized in Woodward/White's The Best Lawyers in America, and the firm has received consecutive recognition from Chambers USA in Corporate/M&A, Ohio Super Lawyers designations, and BTI Consulting distinctions for client service.

The business model is traditional professional services: revenue is generated through legal fees (hourly, transactional, or alternative fee arrangements) across practice areas. Distribution is direct from a single Cincinnati office, supplemented by the Meritas referral channel. Recent strategic activity has been lateral partner/shareholder acquisitions (Margaret Kubicki in 2021, Gabriel Kurcab elevated 2021, the Herndon Group joining in July 2024) to expand bench depth and practice area coverage, and a leadership transition with Jody Brant assuming the President and CEO role in October 2020.

Name

Katz Teller

Legal name

Katz, Teller, Brant & Hild, L.P.A

Website

https://katzteller.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

51–100 employees

Short description

Katz Teller is a Cincinnati-based boutique law firm founded in 1980 serving privately held businesses, family-owned enterprises, and high-net-worth individuals across corporate, M&A, estate planning, tax, employment, real estate, and litigation matters in Ohio, Kentucky, and Indiana.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Legal Services (5411), Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industry

Litigation Support & Expert Witness Services (BPAHALAG)

Keywords

• Legal services
• Corporate law
• Mergers acquisitions
• Estate planning
• Employment law

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Legal Services: Traditional law firm providing legal counsel and representation across multiple practice areas, serving both budding and well-established businesses. Revenue generated through professional legal fees for corporate, M&A, estate planning, employment, real estate, tax, litigation, and other legal services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Katz Teller is a Cincinnati-based law firm providing legal counsel and representation across 19 practice areas, including Corporate and General Business, Mergers and Acquisitions, Estate and Wealth Planning, Employment Law, Real Estate, Litigation, Taxation, Employee Benefits, Healthcare, Private Equity, RIA and Financial Services, Non-Profit Organizations, and Family-Owned Business matters. The firm serves privately-held and family businesses, well-established corporations, and high-net-worth individuals primarily across Ohio, Kentucky, and Indiana, with global reach through its Meritas alliance membership.

Product overview

Katz Teller is a Cincinnati-based law firm providing legal services across 19 practice areas. The firm specializes in serving private businesses, family-owned enterprises, and high-net-worth individuals. Core practice areas include Corporate and General Business, Mergers and Acquisitions, Estate and Wealth Planning, Employment Law, and Litigation. The firm's integrated approach allows clients to access legal expertise across multiple disciplines including tax planning, employee benefits, real estate, and finance, all from a single firm. The firm emphasizes personalized service with experienced attorneys providing individualized counsel rather than utilizing an associate-heavy model.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate and General Business Legal Services Comprehensive legal counsel for businesses including structuring, finance, succession planning, mergers, acquisitions, franchising, joint ventures, and corporate governance. Serves both budding and well-established businesses across diverse economic sectors.
• Mergers and Acquisitions Legal Services Legal counsel for buy-side and sell-side M&A transactions, joint ventures, and strategic combinations.
• Estate and Wealth Planning Estate planning including trust formation, charitable giving strategies, gift and estate tax planning, and multi-generational wealth transfer for individuals and families.
• Employment Legal Services Employment law representation for employers including discrimination cases, discipline and discharge, employment contracts, severance agreements, and wage and hour compliance.
• Real Estate Legal Services Legal counsel for real estate transactions including acquisitions, sales, development, leasing, and financing.
• Litigation Civil litigation services including breach of contract, employment discrimination, estate disputes, and securities fraud matters.
• Federal, State and Local Taxation Tax planning and controversy representation before the IRS, state tax authorities, and various courts for individual and corporate taxpayers.
• Employee Benefits and Executive Compensation Design, implementation, and administration of employee benefit programs including 401(k) plans, defined benefit plans, ESOPs, and executive compensation arrangements.
• Private Equity Legal Services Legal representation for private equity funds and portfolio companies in transactions, governance, and fund formation matters.
• Healthcare Legal Services Legal representation for healthcare organizations, medical practices, and life sciences companies.
• RIA and Financial Services Legal representation for registered investment advisors, wealth management firms, and financial advisors in ownership transfers, practice acquisitions, lift-outs, and operational matters.
• Family-Owned and Closely-Held Businesses Legal counsel for privately held and family businesses including formation, governance, succession planning, and business transactions.
• Non-Profit Organizations Formation, IRS tax-exempt approval, and ongoing counsel for non-profit entities including public charities and private foundations.
• Probate and Trust Administration and Litigation Administration of probate estates and trusts, including fiduciary duties guidance and beneficiary representation in disputes.
• Family and Domestic Relations Legal services for prenuptial agreements, separation, dissolution, divorce, spousal support, child custody and support, and related family law matters.
• Entrepreneurship Legal Services Legal counsel for entrepreneurs and startups through capital development, business formation, and growth equity financing.
• Information Technology and e-Business Legal Services Legal guidance for technology companies, e-commerce businesses, and IT-related transactions and compliance.
• Hospitality, Restaurant and Food Service Legal Services Legal counsel for hospitality businesses including restaurants, hotels, resorts, franchise matters, and industry-specific operating issues.
• Finance and Lending Legal Services Legal services for commercial lending, real estate financing, merger and acquisition financing, and bond financing transactions.

Quantifiable outcome

• Nearly 90 percent of attorneys recognized in Best Lawyers in America
• +2 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• MeritascoreStrategic or Co-development PartnerMeritas is a preeminent worldwide alliance among law firms designed to ensure exceptionally high quality of inbound and outbound referrals. Membership is selective, based on rigorous quality and responsiveness standards, and by invitation only. Katz Teller is the only Cincinnati firm that is a member of Meritas, providing global reach through connections with local professionals worldwide.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Thompson Hine: Major Ohio-based business law firm with strong corporate, M&A, real estate, and private equity practices. Serves closely-held businesses and family offices in the Midwest with comparable practice areas to Katz Teller.
• Taft Stettinius & Hollister: Cincinnati-headquartered law firm offering corporate, M&A, tax, estate planning, and litigation services to private and public businesses. Competes directly for mid-market and family-owned business clients in the tristate region.
• Keating Muething & Klekamp (KMK Law): Cincinnati-based business law firm serving closely-held and family-owned businesses across corporate, M&A, estate planning, and litigation. KMK is the most direct local competitor with a similar practice mix and client profile to Katz Teller.
• Frost Brown Todd: Large full-service law firm headquartered in Cincinnati with deep practices in corporate, M&A, real estate, and private business services. Competes for the same closely-held business and middle-market clients across Ohio, Kentucky, and Indiana.
• Dinsmore & Shohl: Cincinnati-founded full-service law firm with significant corporate, M&A, litigation, and estate planning practices. Direct competitor in the regional business law market serving private companies and family-owned enterprises.
• Vorys, Sater, Seymour and Pease: Large Ohio-based law firm with deep expertise in corporate law, M&A, tax, estate planning, and private business services. Comparable mid-size firm structure serving a similar private business client base.
• Porter Wright Morris & Arthur: Ohio-headquartered business law firm with corporate, M&A, estate planning, employment, and litigation practices serving privately-held companies. Comparable regional full-service competitor to Katz Teller.
• Calfee, Halter & Griswold: Cleveland-based full-service law firm serving closely-held businesses, family-owned companies, and high-net-worth individuals with corporate, M&A, tax, and estate planning practices. Comparable Ohio-based competitor with similar client focus.
• Ulmer & Berne: Ohio-based business law firm with practices in corporate, M&A, real estate, tax, and private client services. Competes for similar middle-market and family-owned business clients across Ohio and the broader Midwest.

Broad incumbents

• Squire Patton Boggs: Global law firm with significant Ohio presence, offering corporate, M&A, tax, and private client services. A much larger, broader-scope competitor that overlaps with Katz Teller on high-end M&A and estate planning matters.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/katzteller
• Xx.com/katzteller
• Facebookfacebook.com/Katz-Teller-175061272575149

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Katz Teller