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Work Background
Squire Patton BoggsSenior Associate
Dec. 2022 - May. 2024Washington, District of Columbia, United States
Venable LLPAssociate
Jun. 2019 - Jul. 2022Washington, District of Columbia, United StatesAssociate - Mergers and Acquisitions, General Corporate, Capital Markets. Represented founders and sellers of operating companies, private equity buyers and minority investors across a variety of corporate transaction structures, industry sectors and deal sizes. M&A work focused on drafting and negotiating purchase agreements, management of due diligence exercises and reports, negotiation of disclosure schedules, and discussions with R&W insurance providers. Coordinated specialist team participation in deals, including tax, employment, benefits, intellectual property and environmental teams. General corporate work included drafting transaction documents for sale of popular music-related songwriting rights to PE buyers, assisting startup clients with corporate formation and structure including fintech startups and crowdfunding projects, and securities compliance review. Assisted non-profit clients with formation documentation and operating guidelines for spin-off for-profit projects. Continued securities practice (approximately one-third of billable hours) representing issuers in registered equity and rights offerings, SPAC S-1 and S-4 filings, drafting operating company 8-Ks and other filings. Fund formation and restructuring experience includes drafting fund limited partnership agreements, private placement memoranda and subscription materials. Represented special servicers under CMBS trusts with respect to pandemic-related forbearance and loan modifications under related pooling and servicing agreements. Continued pro bono work related to veterans in the PTSD and TBI context.
Cadwalader, Wickersham & Taft LLPAssociate
Mar. 2018 - Jun. 2019Washington, District of Columbia, United StatesAssociate - Securitizations. Represented portfolio managers and investment banks in private securitization offerings, focused on CLOs and Asset-Backed Lending. Drafted offering memoranda, indentures, notes, purchase agreements, credit/loan and security agreements, portfolio management agreements, account agreements, sale and contribution agreements and legal opinions in 144A and Reg S transactions. Experience includes working with tax and employment specialists to ensure tax optimization and ERISA compliance. Continued pro bono work related to veterans in the PTSD and TBI context. Representative experience includes representation of:
• Goldman Sachs as initial purchaser in connection with York CLO-5, a $500 million issuance of CLO securities with York CLO Managed Holdings as collateral manager.
• Garrison Investment Management as portfolio manager in connection with its $400 million issuance of CLO securities with Morgan Stanley as initial purchaser and Deutsche Bank as trustee.
• Bank of America as lead lender and agent in connection with AEA ABF, a bank loan asset backed facility managed by AEA Debt Management with Wells Fargo as collateral custodian. • Barclays as initial purchaser in connection with Steele Creek CLO 2018-2, a $400 million issuance of CLO securities with Steele Creek Investment Management as collateral manager.
Latham & WatkinsAssociate
Sep. 2015 - Mar. 2018London, United KingdomAssociate - Capital Markets. Represented companies and investment banks in public and private securities offerings in the international debt and equity capital markets, advising on large, international, and complex offerings. Experienced in drafting offering memoranda and prospectuses, purchase agreements, comfort letters, engagement letters and legal opinions in SEC-registered, UK listed and unregistered 144A and Reg S transactions. Extensive pro bono work related to immigration, veterans’ benefits and criminal justice.
Credit SuisseSummer Associate
May. 2013 - Aug. 2013New York, New York, United StatesSummer Associate, General Counsel Americas. Analyzed Dodd-Frank implementation project efforts for the Americas. Drafted legal memos on foreign pension fiduciary rules and ERISA to guide business conduct. Advised internal groups and external hedge fund clients on swap regulation compliance procedures.
Capstone LLCAnalyst
Nov. 2010 - May. 2012Washington, District of Columbia, United StatesAssociate, Equity Research. Managed the firm’s equity research business focusing on public policy impact on investments. Led analyst team and conducted meetings with senior staff members in Congress and executive departments to develop client-driven work product.
The Metropolitan Museum of ArtInvestment Analyst
Jun. 2008 - Nov. 2010New York, New York, United StatesReported to Museum’s CIO managing a $3 billion endowment portfolio with large allocations in private equity, venture capital, hedge funds and real asset investments. Recommended strategies and investments in private equity follow-ons, derivatives, emerging market equity, inflation-linked investments, and cash alternatives.
Morgan StanleySummer Analyst
May. 2007 - Aug. 2007New York, New York, United StatesSummer Analyst, Strategy. Analyzed hedge fund strategy and trends, produced white papers and presented to senior executives on business strategy. Created automated systems to streamline strategic analysis.
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