JERRY CARLETON
As a business attorney, Jerry serves startups, growth-stage and mature companies, guiding them through formation, fundraising, growth, mergers, acquisitions, and exits.
Contact
Practice Areas
Jerry Carleton, founder and principal of Immix Law Group, is a corporate and securities attorney who counsels private emerging and growth-stage companies on corporate, finance, and securities issues. He focuses on pre-formation planning, entity formation, raising capital, securities compliance, corporate governance, mergers and acquisitions, leasing and contractual issues, and general day-to-day business advice. Jerry also has experience with estate planning and intellectual property matters.
Jerry represents clients across a wide range of industries, including technology, SaaS, cryptocurrency, VR/MR/XR, professional services, medical services, wellness services, medical device companies, non-profit, manufacturing, automotive, wineries, retail, art services, creative agencies, marketing and print, graphic design, certified public accounting services, realty and real estate acquisition, mortgage planning, fashion, apparel, upholstery, and recreation.
He adds value as a strategic business partner to entrepreneurs and is able to provide clients not only counseling on legal issues, but also advice from a business perspective. Jerry and his wife Heather have founded or co-founded nine companies in different industries to date, spanning durable medical equipment, SaaS, cryptocurrency mining, non-profit, private foundation, revenue capital, legal services and commercial real estate.
- Rising Star – Oregon Super Lawyers (2018 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2017 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2016 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2015 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2014 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2013 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2012 – Business/Corporate)
- Leaders in the Law – Daily Journal of Commerce — Oregon (2012)
- Rising Star – Oregon Super Lawyers (2011 – Business/Corporate)
- Up & Coming Lawyers – Daily Journal of Commerce — Oregon (2010)
- Forty Under 40 – Portland Business Journal (2010)
- Rising Star – Oregon Super Lawyers (2010 – Business/Corporate)
- Rising Star – Oregon Super Lawyers (2009 – Business/Corporate)
- Board Member, Davis Focus Project (2023 – Present)
- General Counsel, Billups, Inc. (2016 – June 2022)
- Board of Trustee, Onramp Institute (2016 – 2019)
- Adjunct Faculty Professor, Lewis & Clark Law School (2015 – 2016)
- Board of Advisors, Quality Health Solutions, Inc. (2014)
- Board of Directors, Sisters of St. Mary of Oregon Foundation (2013 – 2016)
- Charter Member, TiE Oregon (2013)
- Founder, Chairman, Director, The Hope Squared Foundation (2011 – October 2022)
- Winning the Future Roundtable, White House Business Council (2011)
- Board of Visitors, Lewis & Clark Law School (2009 – Present)
- Board Member, Keen Mobility (2001 – 2019)
- Advisory Board Member, Small Business Legal Clinic (2006 – Present)
- Committee Member, Oregon Entrepreneur Network (2007 – 2009)
- Member, Starve-Ups (Small Business Resource Group, 2002 – Present)
- Incight (Board Member, 2002 – 2017, Chairman of the Board, 2013 – 2017)
- Knights of Columbus (2010 – Present)
- Saint Child (Chairman of the Board, 2010-2011; Board Member, 2007 – 2011)
- Member, University of Portland (Young Alumni Association)
- United Way (Young Leader Society, 2001-2010, Board Member 2007 – 2010)
- Peer Review Member, National Science Foundation (2004)
- Panelist, “More Bang or the Biz – Maximizing Value When Selling Your Business,” XPX Nashville (2024)
- Presenter, “Legal Considerations in M&A Transactions,” Washington Business Brokers podcast (2023)
- Co-Presenter, “Is THIS the Right Acquisition For Me?” CEO Roundtable, The Yes Works (2022)
- Panelist, “Law Firm Economics,” Center for Business Law and Innovation, Lewis & Clark Law School (2022)
- Co-Presenter, “Agency M&A,” EO PDX Agency Forum (2021)
- Panelist, “Law Firm Economics,” Center for Business Law and Innovation, Lewis & Clark Law School (2021)
- Guest Contributor, “Insights from a Bizarre Year,” Mind the Gap, Bernstein podcast (2020)
- Co-Presenter, “Entrepreneurship,” Success That Lasts, Delap podcast (2020)
- Presenter, “M&A During COVID,” Getting the Deal Done podcast (2020)
- Panelist, “Innovative Philanthropy,” Special event co-hosted by Giving Tech Labs and Bernstein (November 2018)
- Keynote Speaker, “5 Voices of God,” Youthies, St. Cecilia’s Catholic Church (October 2018)
- Panelist, “Lawyer Entrepreneurs,” 2018 Annual Business Law Forum, Lewis and Clark Law School (March 2018)
- Keynote Speaker, “Faith in Practice,” 23rd Annual Interfaith Baccalaureate Celebration, Lewis & Clark Law School (May 2016)
- Panelist, “Spirituality in the Workplace,” University of Portland HIVE (April 2016)
- Panelist, “Benefit Companies: Caring About People, Planet & Profit,” City Club of Portland (March 2015)
- Moderator, “Alternative Careers with Lawyers,” Lewis and Clark Law School (February 2015)
- Panelist & Speaker, Oregon Health and Science University’s Third Annual Start-up Symposium (November 2014)
- Presenter, “Corporate Formation and Entity Selection Considerations,” Oregon Law Institute Business Start-ups CLE (March 2014)
- Presenter, “Fundraising & Capital Structure,” Starve-Ups Launch Pad Event (May 2013)
- Keynote Speaker, “5 Lessons from 5 Launches,” Portland Start-up Weekend (April 2012)
- Speaker, “Go Forth,” Biennial Holy Trinity Catholic Church Summit (February 2012)
- Keynote Speaker, “Follow the Leader,” Mentors 360 Oregon State University (February 2012)
- Speaker, “Business and the Law,” North Portland Business Alliance Roundtable (May 2011)
- Presenter, “Rocket Fuel, Fundraising and Capital Structure,” Starve-Ups Launch Pad Event (May 2011)
- Speaker, “Business and the Law,” OHSU, Lewis and Clark Law School and University of Portland MBA combined seminar (2011)
- Speaker, “Business and the Law,” Warner Pacific College (November 2010)
- Speaker, “Mentorship, Surrender, and the Holy Spirit,” University of Portland Mentor Forum Banquet (October 2010)
- Speaker, “A Keen Story: Raising $4M in a Tough Market,” Portland Venture Group (August 2010)
- Presenter, “New Venture Climate in PDX: What’s New,” University of Portland HIVE Entrepreneurs Network (August 2010)
- Speaker, “PPM’s – Tips and Traps,” Keiretsu Academy (2010)
- Speaker, “Business and the Law,” OHSU, Lewis and Clark Law School and University of Portland MBA combined seminar (2010)
- Speaker, “The Entrepreneur Turned Attorney,” Start-Up Legal Bootcamp (2010)
- Speaker, “Alternative IRA Investments and Limited Liability Companies,” Keiretsu Forum (2009)
- Speaker, “What lawyers and start-ups say behind closed doors when talking about fundraising,” Portland Keiretsu Academy (2009)
- Speaker, “Social Enterprise: Expanding the Corporate Role in Community Development,” Business, Law and Sustainability: Managing Risk While Leading Change program, Lewis & Clark Law School (2009)
- Speaker, “Business and the law,” Entrepreneurship Class, University of Portland (2009)
- Speaker, “Business and the law,” Portland Community College (2009)
- Presenter, “How investors can get the most out of entrepreneur presentations – seeking information as a group and the value of tag-team questions,” Keiretsu Forum (2009)
- Speaker, “Business, law and sustainability: Managing risks while leading change,” Lewis and Clark Law School (2009)
- Author, “The solvency solution – How a quick fix will ensure Medicare solvency,” National Academy of Elder Law Attorneys Journal (2006)
- Speaker, “Starting from scratch – an entrepreneurs guide to launch,” National Collegiate Inventors & Innovators Alliance (Portland, 2006; San Jose, 2004; Boston, 2003)
- Oregon State Courts
- Washington State Courts
- Tennessee State Courts
- Lewis & Clark Law School – J.D., cum laude, Tax Certificate, 2007
- University of Portland – B.A., cum laude, 2001