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
(206) 492-7530
Practice Areas
Business Practices and Formation
Corporate Growth and Governance
Mergers and Acquisitions
Fundraising and Securities
International Negotiations, Transactions and Licensing
Real Estate Purchase, Sale and Leasing
Intellectual Property
Nonprofit Law
Estate Planning Services
Jerry Carleton, founder and principal of the 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 (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)
- General Counsel, Billups, Inc. (2016 – Present)
- Board of Trustee, Onramp Institute (2016 – Present)
- 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 – Present)
- Winning the Future Roundtable, White House Business Council (2011)
- Board of Visitors, Lewis & Clark Law School (2009 – Present)
- Board Member, Keen Mobility (2001 – Present)
- 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, “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
- Lewis & Clark Law School – J.D., cum laude, Tax Certificate, 2007
- University of Portland – B.A., cum laude, 2001