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Represented leading financial protection company in multi-million dollar rescission action and in disputes with placing agents
The firm served as lead counsel on behalf of a leading financial protection company in connection with multiple lawsuits seeking to more
Arbitration defending investment advisor against allegations of unsuitable investments
Represented investment advisor in an arbitration action regarding an investor’s allegations of unsuitable investments. more
Financial transaction provided by a global financial services company
Represented one of the largest worldwide leaders in financial services as administrative agent and lender in connection with the provision of a U.S. more
Secured creditor representation of a major mortgage banking and financial services institution
Represented a major mortgage banking and financial and lending services institution as a secured creditor in financial transactions. more
Registered investment advisers and mutual funds
Represents multi-billion and multi-million dollar registered investment advisers and investment companies in private and public offering matters. more
Acquisition of APPRO Systems Inc. for Equifax Inc.
Represented Equifax Inc., one of the United States' largest credit reporting agencies, in connection with its acquisition of APPRO Systems, Inc., a more
Executive compensation and employee benefits matters for a Boston bank
Represented a Boston bank on executive compensation and employee benefits matters, including the implementation of arrangements in connection with more
Improper trading in mutual funds arbitration for trustees of a charitable and benevolent association
Served as lead counsel in an arbitration representing the trustees of a charitable and benevolent association against a national brokerage firm based  more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Financial Services

Experience Highlights

Asset management agreement and transactional structuring for an investment advisory service company
Assisted an investment advisory service company with its asset management agreement for a complex, multibillion dollar transaction involving a more
Breach of contract and breach of fiduciary duty for a large financial institution
The firm represented a large financial institution in defense of breach of contract and breach of fiduciary duty claims brought by another major bank more
Misappropriation of trade secrets by a former employee of BB&T
Represented Branch Banking & Trust Company (BB&T) as plaintiff in a case against a former employee for misappropriation of trade secrets more
$50M senior-secured revolving credit facility to a discount retail electronics company
Represented a lead agent and lender in connection with a $50 million senior-secured revolving credit facility provided to a discount retail more

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