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Financial Services

Advised and drafted outsourced IT services for asset management company *
Represented asset management company in connection with the transition of outsourced IT Services back in-house. more
Trademark portfolio management assistance for AXIS Capital Holdings
Represents AXIS Capital Holdings, an international reinsurance services provider, in trademark clearance, protection, portfolio management, and 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
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
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 & 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

Hospitality & Gaming

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
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
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
Representing investment manager in structuring investment vehicles
Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles. more

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