Suzanne Bagert Law

What Suzanne Bagert Law does

Suzanne Bagert Law (PLLC) is a New York-based boutique law firm founded by Suzanne Bagert in 2010 as a solo practitioner practice. It delivers partner-level legal counsel across corporate, securities, fund formation, executive employment, business formations, contract drafting, and outside general counsel matters, serving private funds, financial and business services companies, startup and growing companies, executives, and arts/non-profit organizations. Substantively the firm covers fund formation (LP/GP/Manager), private placement memoranda, regulatory advice under the Securities Act/Investment Company Act/Advisers Act, equity and debt financings including Regulation D private placements, convertible notes, SAFEs, NVCA venture rounds, and venture debt, plus executive employment agreements and separation terms.

The practice is differentiated by the founder's hybrid background spanning major law firms (LeBoeuf, Lamb, Greene & MacRae; O'Sullivan, Grave & Karabell), bulge-bracket investment banking (DLJ Merchant Banking; Credit Suisse Private Fund Group), and active FINRA Series 79, 22, and 63 licenses that enable securities execution alongside legal counsel. To extend its effective service surface without in-house hires, the firm maintains a referral and consulting attorney network covering intellectual property (including biotech patent and trademark prosecution), tax, not-for-profit structuring, litigation, and international matters via partner foreign counsel.

Commercially, the firm operates as a professional services practice with revenue generated through hourly or matter-based fees for legal services. Origination is overwhelmingly network- and referral-driven through 25+ years of professional relationships in New York's legal, investment banking, and private equity communities, supplemented by the firm website as a top-of-funnel presence. There are no funding rounds, no parent company, no subsidiaries, and no institutional ownership; the firm is wholly founder-owned.

Name

Suzanne Bagert Law

Legal name

Suzanne Bagert Law PLLC

Website

https://sbagertlaw.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Suzanne Bagert Law is a New York boutique law firm providing partner-level counsel on private fund formation, securities and finance transactions, business formations, executive employment, and outside general counsel matters to private funds, startups, financial services firms, executives, and non-profits.

Ownership category

akta.pro rank

Product category

Legal Services (Corporate, Securities, and Fund Formation Law)

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Mergers & Acquisitions (M&A) & Securities Law (BPAHAAAI)

akta.pro secondary industry

Structured Finance Legal, Trustee & Administration (FSACACAJ)

Keywords

• Corporate legal counsel
• Private fund formation
• Securities and finance law
• Executive employment law
• Business formations

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Legal Services: The firm generates revenue through providing legal counsel and services to clients across corporate, securities, fund formation, and employment matters. Being a boutique firm, services are likely billed on an hourly basis or through fixed-fee arrangements for specific matters.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Suzanne Bagert Law is a boutique New York law firm providing partner-level legal counsel to private funds, financial and business services companies, startups, executives, and arts/non-profit organizations. Core offerings include general corporate counsel, contract drafting and negotiation, business formations (entity selection, filings, operating/shareholder agreements), private fund formation (LP/GP/Manager, PPMs, regulatory advice under the Securities Act, Investment Company Act, and Advisers Act), securities and finance transactions (private placements, convertible notes, SAFEs, venture rounds, venture debt, FINRA matters), executive employment matters (employment, separation, non-compete, consulting agreements), outside general counsel services for smaller businesses, and other commercial transactions including private lending, distribution, manufacturing, and services agreements.

Product overview

Suzanne Bagert Law is a boutique law firm providing experienced strategic legal counsel to businesses and individuals. The firm operates as a single-partner practice offering partner-level legal services across multiple practice areas including General Corporate, Contract Drafting, Business Formations, Private Funds, Securities & Finance, Executive Employment, Outside General Counsel, and Other Commercial matters. The practice emphasizes a high-touch boutique structure enabling direct partner-level counsel while maintaining accessibility to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• General Corporate Corporate legal counsel for companies across a broad range of industries — from startups to larger enterprises — including finance, technology, entertainment, and game development sectors.
• Contract Drafting Negotiating and documenting agreements across a wide range of contract types, with each contract carefully tailored to the specific needs of the client and the deal.
• Business Formations Determining the right type of legal entity, the optimal jurisdiction of formation, required foreign qualifications, filings, and registered agent services; drafting operating agreements, shareholder agreements, voting agreements, indemnification agreements; joint venture structuring and agreements; and ongoing company administration and corporate housekeeping.
• Private Funds Experienced, commercially attuned advice for private investment fund clients covering LP, GP, and Manager fund formation; drafting private placement memoranda; regulatory advice regarding the Securities Act, Investment Company Act, and Advisers Act; investment adviser matters; and various fund and investor-related issues, leveraging practical knowledge and network in the private fund fundraising arena.
• Securities & Finance Pre-deal planning and structuring of financing transactions, due diligence, drafting and negotiation of documents, funding, closing, and post-closing issues; equity/debt issuance via private placements / Regulation D; convertible notes / SAFEs; venture rounds / NVCA; venture debt; broker-dealer / FINRA matters; and structured asset-backed financings.
• Executive Employment Counsel to companies and individuals on executive employment matters including employment agreements, separation agreements, non-compete and non-solicit provisions, and consulting agreements.
• Outside General Counsel External general counsel services for smaller businesses, handling the range of predictable and unpredictable matters that arise, with the ability to identify and engage specialist advice where a matter falls outside core expertise.
• Other Commercial Transactions Structuring, negotiating, and documenting commercial transactions including private lending and borrowing transactions, participation or subscription agreements, sales agreements, distribution arrangements, agency agreements, procurement, manufacturing arrangements, services and consulting agreements, and confidentiality and non-disclosure agreements.
• Legal, Financial, and Practical Analysis Analysis of legal issues based on the individual facts and circumstances of each situation and how those facts and circumstances fit within the law, leveraging over 25 years of combined legal, financial, and practical experience.
• Consulting Attorneys Network (IP, Tax, Not-For-Profits, Litigation, International) Access to a trusted network of highly experienced specialist lawyers engaged as needed to support client needs in intellectual property (trademark and patent prosecution, copyright, licensing, dispute advice), tax (business tax planning, corporate/partnership/LLC tax, disputes and audits, personal income tax, property tax, trusts and estates), not-for-profit/tax-exempt work, litigation, and international matters (JVs and alliances, investments, M&A, foreign incorporations, foreign regulation, foreign financings, agency/outsourcing/technology agreements, contract disputes).

Named customers2 records

Segments5 records

Ideal customer profiles5 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.

• Consulting Attorneys NetworksupportingOthersThe firm works closely with highly experienced specialist lawyers to support client needs in areas outside core expertise, including intellectual property, tax, not-for-profits, litigation, and international matters. These specialist lawyers are brought in as needed to serve client requirements.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Seward & Kissel LLP: New York-based law firm with a strong investment management and fund formation practice. Overlaps with Suzanne Bagert Law on private fund and securities work, with broader resources and multiple practice areas.
• Cooley LLP: Major law firm with one of the leading emerging companies and venture capital practices. Comparable to Suzanne Bagert Law on startup formations, venture rounds, convertible notes, and SAFEs, but with substantially broader resources.
• Wilson Sonsini Goodrich & Rosati: Premier technology and life sciences law firm with deep venture capital and startup formation practice. Comparable on entity formation, venture financings, and securities work, though operating at significantly larger scale.
• Schulte Roth & Zabel LLP: Major New York law firm with a renowned investment management and hedge fund formation practice. Comparable on private fund formation and securities regulatory work, though materially larger and broader than the boutique model.
• Dechert LLP: Global law firm with a substantial investment management practice advising on fund formation, securities regulation, and adviser compliance. Comparable to Suzanne Bagert Law on fund formation and securities counsel at a much larger scale.
• Goodwin Procter LLP: Large law firm with a top-tier private investment funds practice and broad startup/venture representation. Comparable to Suzanne Bagert Law on fund formation, venture finance, and securities regulatory matters at much greater scale.
• Akin Gump Strauss Hauer & Feld LLP: Global law firm with a significant investment funds practice spanning private equity, hedge, and venture fund formation. Comparable on securities, fund formation, and executive matters though operating at much greater scale.

Direct peers

• Gunderson Dettmer: Boutique-to-mid-size law firm specializing in venture capital, fund formation, and emerging company representation. Highly comparable to Suzanne Bagert Law given overlapping practice areas in fund formation, private placements, and startup financing, though significantly larger.
• Cole-Frieman & Mallon LLP: Boutique law firm focused on investment management and private fund formation. Directly comparable as a specialist boutique serving fund managers with formation, regulatory, and securities counsel, similar in scale and philosophy to Suzanne Bagert Law.
• Kleinberg Kaplan Wolff & Cohen PC: New York boutique law firm focused on hedge funds, private investment funds, and related corporate and securities work. Comparable as a similarly sized specialist boutique serving fund managers and financial services clients in New York.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/suzannebagertlaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Suzanne Bagert Law