Jon R. Summers

Jon R. Summers
Partner
503-419-3005
email

Jon is an attorney and CPA who represents technology and emerging growth companies with respect to the formation, financing, governance, and transactional matters. He counsels clients on venture capital and angel financings, mergers and acquisitions, strategic alliances and joint ventures, technology licensing, commercial agreements and general business matters. Jon is experienced in stock option plans, executive compensation, corporate reorganizations and spinouts, securities offerings, and the formation of investment funds. Notable clients include Portland Seed Fund, GlobeSherpa, Giftango (sold to Incomm), Exterro, Sol Republic, Treehouse Island, Nouvola, Schoolhouse Electric, Black Rock Coffee Bar, and Ruby Receptionists. Jon speaks frequently on the subjects of startups, financings, and mergers & acquisitions. Jon teaches an Entrepreneurship seminar at Lewis & Clark Law School. Prior to his legal career, Jon worked for four years for Arthur Andersen & Co., an international public accounting firm, as a financial statement auditor where he earned his certified public accounting license in 1989.

Recent Speaking Events

  • “Navigating Private Placements and Capital Raising in the Wake of the JOBS Act of 2012 and Crowdfunding” Oregon State Bar Securities Regulation Section luncheon, March 2014
  • “Crowdfunding: The Sirens’ Song” Oregon Law Institute program on Business Startups, March 2014
  • “Is Your Startup Investor – Ready?” Oregon Entrepreneur Network Upstart Day program, February 2014
  • “Will my Fundraising Efforts get me into Trouble with the SEC?” Oregon Entrepreneurs Network Pubtalk program, January 2014

Professional and Civic Activities

  • Oregon Entrepreneurs Network: Angel Oregon Steering Committee (2009 Chair), Venture Northwest Steering Committee, Board of Directors (2002-2003), Development Committee
  • Silicon Forest Forum, Program Organizer (2001- 2006)
  • U of Oregon New Venture Championship Judge
  • Oregon State Bar Association: Securities Regulation Section (Chair 2004, Executive Committee, 1999-2005); Business Law Section; Computer and Internet Law Section
  • Uniform Securities Act Task Force (2004-2006)
  • Certified Public Accountant, Oregon (1989-current)

Experience

  • White Summers Caffee & James, LLP Founding Partner (2011-current)
  • White & Lee LLP, Partner (2000 – 2011)
  • Dunn, Carney, Allen, Higgins & Tongue LLP, (Partner 2000, Associate 1996-1999)
  • Greene & Markley PC, Associate (1994-1996)
  • Arthur Andersen & Co., Portland (1987-1991)