Koehler Fitzgerald

What Koehler Fitzgerald does

Koehler Fitzgerald LLC is a Cleveland, Ohio-based boutique law firm founded in 2011 that provides legal services across six practice areas: Out-of-Network Defense, Financial Services, Appellate Practice, Litigation, Corporate/Bankruptcy/Employment Law, and Estate Planning and Probate. The firm positions itself as a 'technology-driven law firm for the future,' emphasizing e-discovery capabilities, document management, and integration with aequum LLC for tech-enabled out-of-network medical billing defense. Its attorney roster includes multiple Ohio State Bar Association Board Certified Specialists in Appellate Law and Labor and Employment Law, a Chapter 7 Trustee for the Northern District of Ohio, and a Litigation Counsel of America Fellow, signaling differentiated expertise particularly in appellate, financial services regulatory, bankruptcy, and employment matters.

The firm serves a horizontally diversified client base spanning broker-dealers, investment advisors, insurance companies, medical care providers, Reg. D issuers, closely held businesses, and individuals needing estate planning or probate services. Practice areas cover complex commercial litigation, securities and FINRA arbitration, appellate advocacy in state and federal courts, bankruptcy representation, labor and employment law, and M&A / corporate transactional work. Attorneys are admitted in Ohio and (selectively) Florida.

Revenue is generated through traditional professional services fee billing on a per-matter basis across practice areas; no alternative pricing models or published rate cards are disclosed. The firm operates from a single headquarters at 1111 Superior Avenue East in Cleveland and markets itself through its website, bar association presence, and sustained listings in Best Lawyers in America and Ohio Super Lawyers. The firm is privately held with no disclosed institutional ownership, no funding history, and a headcount of 11-50 employees.

Name

Koehler Fitzgerald

Legal name

Koehler Fitzgerald LLC

Website

https://koehler.law

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Koehler Fitzgerald LLC is a Cleveland, Ohio-based boutique law firm serving businesses and individuals across six practice areas including appellate, financial services, litigation, corporate/bankruptcy/employment, out-of-network healthcare defense, and estate planning, with multiple Board Certified Specialists.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

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

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAB

Litigation & Dispute Resolution

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYBPAHAAAD

Employment & Labor Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

Keywords

• Litigation legal services
• Estate planning law
• Appellate practice
• Financial services law
• Corporate bankruptcy law

Headquarters

HQ city

Cleveland

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, Technology or R&D, Infrastructure

Revenue model

1. Legal Services Fees: Professional legal services billed to clients for representation in various practice areas including litigation, financial services, appellate practice, estate planning, corporate/bankruptcy/employment law, and out-of-network defense

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Koehler Fitzgerald LLC is a technology-driven law firm providing legal representation and counsel across six practice areas: Out-of-Network Defense (for healthcare providers and insurers), Financial Services (securities litigation, FINRA arbitration, broker-dealer defense), Appellate Practice (state and federal appeals), Litigation (commercial and trial representation), Corporate/Bankruptcy/Employment Law (closely held businesses, M&A, bankruptcy), and Estate Planning/Probate. The firm serves both businesses and individuals across Ohio and Florida jurisdictions.

Product overview

Koehler Fitzgerald is a technology-driven law firm providing collaborative legal services across six practice areas. The firm operates as a unified legal services provider rather than a product-based platform. Their services are organized into practice areas including Out-of-Network Defense (aequum LLC partnership for medical bill defense), Financial Services (securities and regulatory), Appellate Practice, Litigation, Corporate/Bankruptcy/Employment, and Estate Planning/Probate. While not a software product company, the firm leverages technology to deliver efficient legal services.

Differentiator

Problem solved

Functional benefit

Products and services

• Out-of-Network Defense Legal advocacy and defense services for healthcare providers, third-party administrators, and plan sponsors dealing with out-of-network medical billing disputes and balance billing claims. Services are delivered at all stages from provider billing through jury trial and appeal, in partnership with aequum LLC. Designed for medical care providers and plan sponsors facing overpayment recovery actions.
• Financial Services Legal representation for the financial services industry including securities litigation, FINRA Dispute Resolution arbitration, regulatory compliance and enforcement matters before FINRA, SEC, and state regulatory authorities, and broker-dealer liability defense. Also covers anti-money laundering procedure establishment, review, and auditing for investment advisors. Designed for broker-dealers, investment advisors, and financial institutions.
• Appellate Practice Prosecution and defense of appeals in federal and state trial courts, including the Ohio Supreme Court and multiple U.S. Courts of Appeals. The appellate team has handled more than 200 appeals across state courts and federal circuits. Designed for parties seeking appellate representation or trial attorneys seeking appellate counsel for cases on appeal.
• Litigation Commercial litigation and trial representation in state and federal courts, covering business disputes, securities matters, employment practices, and intellectual property. The firm has experienced trial lawyers who have tried dozens of jury and bench trials. Designed for businesses and individuals facing complex commercial disputes requiring courtroom representation.
• Corporate, Bankruptcy and Employment Law Legal services for closely held businesses including corporate counsel, bankruptcy representation in Chapter 7, 11, and 13 cases, mergers and acquisitions, succession planning, contract negotiation, executive contracts, capital formation, and labor and employment law matters including employment discrimination and compliance. Designed for closely held businesses and corporate clients needing ongoing outside counsel.
• Estate Planning and Probate Estate planning, probate administration, trust services, business succession planning, and wealth transfer strategies for individuals and families. Covers all phases of estate planning, probate law, trusts, and estate administration. Designed for individuals and families in Ohio and Florida needing estate, probate, and succession services.

Named customers7 records

Segments2 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• aequum LLCcoreTechnology or IntegrationTechnology-driven partnership providing advocacy and defense services for medical bills and recovery of overpayments. Christine M. Cooper works with aequum LLC to provide legal advocacy services for out-of-network and balance billing claims at all stages from provider billing to jury trial and appeal.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Hahn Loeser + Parks LLP: Cleveland-based full-service firm with comparable mid-market clientele and overlapping practice areas in litigation, bankruptcy, employment, and corporate law serving closely held businesses in Ohio.
• Walter Haverfield LLP: Cleveland-based business law firm with parallel practice areas in corporate, litigation, real estate, and tax, competing for similar closely held business and financial services clients.
• McDonald Hopkins LLC: Cleveland-rooted firm with national reach that competes in litigation, corporate, employment, and financial services - a similar mid-market platform with regional Ohio presence.
• Frantz Ward LLP: Cleveland-based full-service firm with comparable litigation, employment, and corporate practices serving closely held businesses, broker-dealers, and financial institutions.
• Tucker Ellis LLP: Cleveland-based business law firm with overlapping corporate, litigation, bankruptcy, and employment practices - directly competing for similar Ohio-based mid-market clients.
• Benesch, Friedlander, Coplan & Aronoff LLP: Cleveland-based mid-size firm with parallel practice areas in corporate/M&A, litigation, bankruptcy, and employment, vying for the same regional business clientele.
• Calfee, Halter & Griswold LLP: Cleveland-based firm with parallel mid-market orientation, serving closely held businesses, financial institutions, and employer-side employment clients.
• Bricker & Eckler LLP: Ohio-based full-service firm with comparable litigation, appellate, employment, and corporate practices, competing for financial services and closely held business work.
• Vorys, Sater, Seymour and Pease LLP: Ohio-headquartered firm with broad practice areas overlapping Koehler Fitzgerald's litigation, appellate, financial services, and corporate/bankruptcy offerings at the regional mid-market level.

Broad incumbents

• Squire Patton Boggs (Cleveland): Cleveland-rooted global firm with vastly larger scale, overlapping in litigation, financial services, corporate, and employment practices - representing the upper-end competitive threat.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/koehler_law

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Koehler Fitzgerald