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Financial Services

Registered INHAM adviser to major U.S. timber producer
Represented registered corporate "INHAM" adviser to a major U.S. forest products manufacturer. Ongoing representation of INHAM more Featured
Insurance litigation for one of the largest traders of U.S. Treasuries regarding losses from domestic terrorist attacks *
Lead counsel for one of the largest traders of U.S. Treasuries regarding their property loss, business interruption, extra expense and other 9/11 more
Formation for Atlanta-based private equity firm
Represented principals of an Atlanta-based private equity firm in the formation of two investment funds, including the acquisition of a legacy more
Defense of broker-dealer sales of propriety limited partnerships *
Represented a New York-based retail securities firm with billions of dollars of exposure in defense of its proprietary limited partnership sales more
Bankruptcy filing of a large national retail REIT; Restructuring of Mortgage debt
Assist special servicers with interpreting provisions in applicable pooling and servicing agreements, intercreditor agreements, participation more
Assistance with Department of Justice and Attorney General Civil Investigative Demands for corporate clients
Assisted corporate clients with responses to Civil Investigative Demands issued by U.S. Attorneys’ Offices and state Attorneys General. more
Researched and drafted privacy statement for large-market investment banking institution *
Advised large-market investment banking institution in connection with reviewing and revising privacy statement. more
Financial services for a stock transfer business agency *
Represented a large New York-based national independent stock transfer agency in establishing successor borrower programs in connection with more
Investment management advice for United Capital Financial Partners, Inc.
Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more Featured
Loans and loan workouts for Merrill Lynch Capital *
Represented Merrill Lynch Capital in connection with over thirty loans and loan workouts, including senior secured, mezzanine and construction more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Investment & Securities

Experience Highlights

Registered INHAM adviser to major U.S. timber producer
Represented registered corporate "INHAM" adviser to a major U.S. forest products manufacturer. Ongoing representation of INHAM more
Improper trading activity by an investment adviser
Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager. more
Defense of an investment adviser in various investment-related suits
Represented an investment adviser against a securities custodian and broker-dealer arising out of the theft of customer funds in an action alleging a more
Mutual fund family representation
Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. more

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