Jerry Carleton

Associate, Portland Office

Direct Dial: 503.499.4529
jerry.carleton@bullivant.com



Practice Areas

Industries

Bar/Court Admissions

Admitted to Oregon Bar, 2007

Education

  • Lewis & Clark Law School - J.D., cum laude, 2007
  • University of Portland - B.A., cum laude, 2001

Experience

Jerry Carleton is a business attorney who counsels both public and private emerging and growth-stage companies on corporate, finance and securities issues. He has experience with 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, including trademark, copyright, and patent issues.

He has represented clients across a wide range of industries, including medical services, medical device companies, non-profit, technology, manufacturing, automotive, retail, art services, marketing and print, graphic design, certified public accounting services, realty and real estate acquisition, mortgage planning, fashion, apparel, laundry services, upholstery, and recreation.

He serves 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. In 2001, Jerry co-founded Keen Mobility, a company that develops, produces and distributes innovative, functional and attractive assistive medical devices intended to enhance mobility. Continuing as a board member and corporate officer of Keen Mobility today, he assists with business development and shareholder relations.

Professional/Civic Involvement

  • Board of Visitors, Lewis & Clark Law School (2009-present)
  • Keen Mobility (Board Member, 2001-present)
  • Small Business Legal Clinic (Advisory Board Member, 2006-present)
  • Oregon Entrepreneur Network (Committee Member, 2007-2009)
  • Starve-Ups (Member, Small Business Resource Group, 2002-present)
  • Incight (Board Member, 2002-present)
  • United Way (Young Leader Society, 2001-present, Board Member 2007-present)
  • Saint Child (Chairman of the Board, 2010; Board Member, 2007-present)
  • University of Portland (Member, Young Alumni Association)
  • National Science Foundation (Peer Review Member, 2004)
  • Steubenville Youth Conference (Trip Coordinator, 2001-2003)
  • Habitat for Humanity (Volunteer, Christmas in April and Collegiate Challenge)
  • Los Embajadores (Group leader, Missionary Trip, Mexico, 1997-2001)
  • Urban Plunge (Group leader, San Francisco, 1997)

Awards and Honors

  • Named to "Forty Under 40" in Portland Business Journal (2010)
  • Named as a "Rising Star" in Oregon Super Lawyers (Business/Corporate -- 2009)
    • Publications & Presentations

    • Speaker, "PPM's - Tips and Traps," Keiretsu Academy (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)
    • Firm News

      Press Coverage