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Financial Services

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
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
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
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
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 Featured
Underwriters’ counsel in a $12.1 million public offering
Represented the underwriter in a $12.1 million public offering by a mid-Atlantic bank holding company. 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
Merger of mutual funds company
Represented $100 million mutual fund family and registered investment adviser with merger. 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
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

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