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Commercial Finance

Secured financing of automobile loan *
Represented investment fund in secured financing of automobile loan receivables in comprehensive financing facility. 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

Complex Commercial Litigation

Litigation for investor to obtain assets from investment advisor under SEC investigation
Assisted an investor in obtaining a return of his assets and securities from an investment account at an investment advisor in receivership and under  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 Featured
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

Contracts & Commercial Agreements

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

Corporate Governance

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

Insurance Recovery

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

Investment Management

Real estate investment dispute for North Carolina developers
Successfully defended North Carolina developers of a large shopping center in efforts by a business partner, a commodities hedge fund, to recover its  more
Secured financing of automobile loan *
Represented investment fund in secured financing of automobile loan receivables in comprehensive financing facility. more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Investment Management

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
Representation of investment adviser and mutual fund family
Ongoing representation of multi-billion dollar investment manager with specialized focus on 401(k) products; and ongoing representation of related 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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