Morris Manning & Martin, LLP

Joe Berklund

Joe Berklund

Associate
Phone: 404.504.7719
Fax: 404.365.9532
[email protected]
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Joe Berklund represents venture backed and backable emerging technology companies and investors across a wide range of venture capital, growth equity, and private equity transactions.  

In working with emerging technology companies, Joe also regularly serves as general outside counsel, utilizing specialists across MMM as needed to deliver legal advice in key areas affecting scaling businesses, including executive compensation and stock options, licensing, technology transfer and customer agreements, data and privacy, tax, employment and intellectual property.  Joe also works with clients to add value in other ways through his network and the MMM ecosystem, including making introductions to capital sources, advisors, board members and other individuals and groups that can be resources to growing businesses.

Prior to joining MMM, Joe worked with the Duke Angel Network sourcing and screening venture capital investments in Duke-affiliated companies on behalf of Duke-affiliated investors.  Prior to Duke, Joe specialized in high-stakes, complex business litigation in Miami, Florida.  Joe regularly leverages his experience as a former litigator in counseling clients regarding corporate governance matters, potential disputes and to mitigate potential litigation risk. Before practicing law, Joe worked in real estate-based debt origination.

Representative Experience

  • Represented FreightWaves in its $20 million Series B funding round led by 8VC, Revolution, Hearst Ventures and others.
  • Represented FTV as lead investor in a $28M growth equity financing of OpenSesame, Inc.
  • Represented Fulcrum Equity Partners in $26M investment in Stratasan, LLC also involving investments by Frist Cressey Ventures and Blue Heron Capital.
  • Represented AnalyticsIQ in a growth investment (amount not disclosed) by Boathouse Capital. 
  • Represented Phishlabs in a $20.5M growth equity financing led by LLR Partners and others.
  • Represented FreightWaves in its $13 million Series A funding round led by 8VC, Fontinalis Partners and others.
  • Represented Ideas United in a $15M growth equity financing led by Kayne Anderson Capital Advisors, LP.
  • Represented Cortera in $10M Series B funding round led by Hearst Ventures and others.
  • Represented Revenue Analytics in $11M Series A led by Noro-Moseley Partners and others.
  • Represented Intrinio in $5M Series A funding led by Nyca Partners.
  • Represented Reach Health in its acquisition by telemedicine platform InTouch Health.
  • Represented smart-grid technology company in acquisition by Honeywell.   
  • Represent other leading emerging companies and venture funds, including Las Olas Venture Capital, Fulcrum Equity Partners, Knoll Ventures, in numerous venture and growth equity  financings.
  • Represent leading private equity firms and sellers in M&A transactions in the technology vertical and generally in the lower middle market.