Investment Attorney in Montana

We have helped investors across the country recover all or part of their investments and can help you do the same.

Buying or selling investments is complex. We help you navigate the process on the front-end or recover money if something goes wrong on the back-end.

If you want to offer investment opportunities and want to ensure your legal exposure is minimized, we can help with that, too. We know what leads to lawsuits from investors, because we handle those lawsuits. Let us help you avoid them from the start.

Comprehensive Private Investment Legal Services

We offer a full range of investment legal services to meet the needs of clients throughout the country:

Investors

Before you invest, we can review investment documents, help you understand what they mean, and advise you on any red flags they contain.
After you have invested, if the investment is lost or impaired, we bring claims to recover your investment where the sponsor of the investment made any material misrepresentations or omissions in connection with the investment offer.

Investment and Syndicated Deals

Why Choose Leisher & Landsiedel P.C.

Clients choose our firm because:

We provide insights derived from direct experience of where and how private investments actually go wrong.

We have a track record of successfully recovering capital for investors.

We have experience structuring Reg D common equity, preferred equity, and debt offerings on behalf of small syndications and fund managers.

We know what matters and what doesn’t.

Frequently Asked Questions

Do I need an attorney before signing private investment documents?

Yes. The total document set for a private investment is over 100 pages long with substantial legal provisions that govern every facet of the operations, management, and financial distributions of the investment. Without guidance about the nature of the rights and obligations defined in those documents, you may suffer an unpleasant surprise after you invest. In addition, we have sued multiple investment sponsors and have learned to spot the signs of fraud and incompetence. For example, if the distribution provision in the operating/partnership agreement differs from what the offering memorandum states, then the sponsor of the investment is either incompetent or fraudulent. Similarly, if industry standard information is missing, we’re able to see that and flag it for you. Preventive law is the best law. It is often more effective (in terms of time and money savings) to avoid a bad investment than to try to recover capital from a bad investment sponsor.

Can I sue the person I invested with for losing my money?

It depends. Investments go wrong for a variety of reasons, most of them innocuous. Often, market dynamics simply don’t go as expected. Sometimes the sponsor is not a strong enough operator to successfully implement the business plan for the asset. In those cases, you typically do not have the ability to file a successful lawsuit for the loss of your money. If the sponsor misrepresented or omitted some important aspect of the investment, though, then there are powerful “blue sky” laws in every state that provide you a right to recover your investment, plus interest and attorney’s fees. Best of all, it makes the sponsors individually liable, meaning they cannot shelter behind a limited liability business entity. We have successfully used these laws to recover capital for multiple clients across the country. We may be able to do the same for you.

What are the main legal risks to an investment sponsor?

The main risk is that you get sued by either your investors or a lender. Secondarily, you have regulatory compliance risk from any Reg D offering, at both the federal and state and state levels. It is something of a myth that private securities offered under Reg D are “exempt” from regulation. While the regulatory requirements are far simpler for a private securities offering under Reg D than for a public securities offering, there are still requirements that must be met in order to avoid enforcement efforts from the SEC and state securities regulators.