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Improper trading activity by an investment adviser
Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager. more
Chapter 11 cases representing examiner for a subprime mortgage lender
Represented William F. Perkins, the examiner appointed in the Chapter 11 cases of HomeGold Financial Inc., HomeGold Inc. and Carolina Investors Inc.,  more
Global investment bank liquidation *
Represented German entity of a global investment bank undergoing liquidation of a portfolio of assets totaling over $5 billion. more
Investment fund representation *
Represented investment funds and investment managers focused on global macro, event driven, distressed, real estate opportunity, shareholder activist  more
Private Equity and Infrastructure Development
Represented private equity and infrastructure investor in structure and development project. more
Project Finance
Formation of a renewable power and energy efficiency infrastructure fund. more
Financial services documentation restructuring
Represented a Virginia investment management company in restructuring its client-facing financial services agreements and documents. more
Renewable Energy Tax Structuring
Represent project developers and investors in connection with federal and state tax equity investments. more
Astral Brands, Inc. recapitalization and repurchase of securities
Represented Astral Brands, Inc. in its recapitalization and repurchase of securities from holders of approximately 60% of the value of the company in  more
Energy Storage Fund Formation
Represent managers in the formation of a $100 million private equity fund for acquisition of energy storage projects. more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Investment Management

Experience Highlights

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
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
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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