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Financial Services

Loan assumption transaction assistance for loan servicer
Assist loan servicer with documenting, negotiating and closing loan assumption transactions involving subordinate debt and rating agency review on 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 Featured
Outsourcing of global facilities management function for investment management company
Represented publicly traded investment management company in connection with outsourcing of its global facilities management function to Mace Marco more

Food, Beverage & Agriculture

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

Government & Municipalities

Private investments for a major institutional investor *
Represented a major institutional investor in connection with over 30 investments, with an aggregate value of nearly $3 billion, in various private more Featured
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
Lauth Group Inc. v. U.S. Real Estate Limited Partnership
Served as lead counsel representing USAA Real Estate Company, the real estate investment affiliate of United Services Automobile Association (USAA), more

Health & Life Sciences

Investor counsel for angel fund
Represented angel fund in connection with Series A preferred stock investment in privately-held biotechnology company. 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

Health Care

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

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Investment & Securities

Experience Highlights

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
Mutual fund and investment management disputes for large financial institution
Represented multi-billion dollar mutual fund family for a Fortune 500 financial institution in action alleging inappropriate investments in more
Private investments for a major institutional investor
Represented a major institutional investor in connection with over 30 investments, with an aggregate value of nearly $3 billion, in various private more
Merger of mutual funds company
Represented $100 million mutual fund family and registered investment adviser with merger. more

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