Austin
Montana primarily represents emerging growth companies, venture capital funds and other strategic investors in a wide array of corporate matters, including early and late-stage venture funding rounds, formation and corporate governance, securities issuances and mergers and acquisitions. Montana's practice spans commercial industries, with significant experience representing frontier technology companies and "dual use" companies such as those in the defense, nuclear and space industries.
Prior to practicing law, Montana served in the U.S. Air Force.
Select engagements Montana has advised on include:
*Please note: Montana’s experience includes that prior to joining Orrick.
Washington, D.C.
He currently is national coordinating counsel for a major oil company in connection with its climate change litigation. He previously served as co-lead counsel to a major international pharmaceutical manufacturer in the defense of nationwide litigation challenging industry pricing practices.
Rob’s experience includes extensive work in antitrust and False Claims Act cases, claims alleging fraud, and agency enforcement actions. His pharmaceutical industry activities include service as outside counsel to and Corporate Secretary of the Pharmaceutical Security Institute, Inc., the industry’s not-for-profit trade organization dedicated to the fight against pharmaceutical counterfeiting.
He is Managing Editor of The World in U.S. Courts, Orrick’s quarterly review of court decisions addressing personal jurisdiction over non-U.S. parties and the extraterritorial application of U.S. law to global business and cross-border activities.
Rob also served two terms on the District of Columbia Bar’s Pro Bono standing committee. Before joining Orrick, he was a partner in Hughes Hubbard & Reed LLP and Clifford & Warnke, in Washington, D.C.
Los Angeles
Jerry is particularly recognized for his work in connection with the acquisition, restructuring and realization of distressed debt in the real estate and hospitality markets. Clients seek him out for the most complex distressed debt transactions, including securitized and mezzanine debt intercreditor workouts and the establishment of mezzanine debt lending platforms. Jerry led a multidisciplinary Orrick team in one of the most sophisticated real estate debt transactions that was restructured in 2013, involving a series of complex transactions and multi-state litigation. Recognized as a key lawyer in the 2022 Real Estate category, a client told The Legal 500 US that Jerry is “smart, responsive and extraordinarily helpful and collaborative.”
In addition, Jerry leads Orrick’s hospitality practice and advises global opportunity, hotel and pension funds and advisors in connection with the acquisition, repositioning and disposing of hotel portfolios throughout the United States. He advises on acquisitions, joint ventures, financing, rebranding, disposition and negotiation of hotel management agreements, shared services and amenities agreements, and franchise agreements, including termination of hotel management and franchise agreements involving brands such as Four Seasons, Ritz-Carlton, Marriott, St. Regis, Renaissance, Luxury Collection, Westin, Kimpton and other Sheraton/Starwood brands.
Jerry's representative clients include Cisco Systems, Inc., Cornerstone Advisers LLC, JMA Ventures, LACERA, The Newhall Land and Farming Company, Walton Street Capital, and Westbrook Partners.
Before joining Orrick, Jerry was a partner with a magic circle firm and chairman of the real estate group of a prominent national law firm.
New York
He frequently advises mortgage companies, fintechs, lead generators, consumer and commercial lenders, banks and other financial services companies on key federal and state consumer financial laws, safety and soundness regulations, multistate licensing requirements, and government agency lending and servicing guidelines. Andrew also assists clients with enforcement actions brought by federal and state regulators and conducts comprehensive regulatory assessments in connection with potential acquisitions designed to identify regulatory gaps and systemic compliance control deficiencies.
Andrew has assisted clients in facilitating compliance with the Equal Credit Opportunity Act (ECOA), the Truth in Lending Act (TILA), the Real Estate Settlement Procedures Act (RESPA), the Home Mortgage Disclosure Act (HMDA), unfair, deceptive or abusive acts or practices (UDAAP), the Fair Credit Reporting Act (FCRA), the Gramm-Leach Bliley Act (GLBA), the Fair Debt Collection Practices Act (FDCPA), Controlling the Assault of Non-Solicited Pornography and Marketing Act of 2003 (CAN-SPAM), Telephone Consumer Protection Act (TCPA), and other key federal laws.
His work also includes assisting clients in developing compliance management systems and vendor management programs that meet regulatory expectations, and in preparing for and managing examinations by the Consumer Financial Protection Bureau (CFPB), federal prudential regulators, and state regulators. In addition, he represents clients in investigations initiated by the CFPB.
Prior to joining Orrick, Andrew was senior counsel at Buckley LLP. He also worked in Morgan Stanley’s Legal and Compliance Division, where he provided advice on various regulatory compliance requirements affecting securities-based, commercial and institutional lending, and assisted in the development and implementation of a risk-assessment process for retail lending products. Andrew was also a member of Morgan Stanley Credit Corporation's Mortgage Compliance Committee. Prior to his tenure at Morgan Stanley, he served as vice president of legal affairs for Premium Capital Funding LLC.
Paris
Julien assists listed and unlisted companies, financial institutions, investors and founders in cross-border or domestic transactions, including mergers and acquisitions, acquisition of stakes, strategic partnerships, as well as public tender offers.
Prior to joining Orrick, Julien worked on similar operations as a legal intern at international law firms in London and Paris. Julien also worked at the economic and financial section of the prosecutor’s office of the Tribunal de Grande Instance de Paris.
Washington, D.C.
Jennifer's practice focuses on negotiating the intellectual property and information technology aspects of complex commercial and corporate transactions, from mergers and acquisitions to financing transactions to corporate divestitures and spin-offs. She also works with technology companies to more mature entities on complex commercial transactions.
Jennifer routinely advises clients on strategic partnerships and guides companies at every stage of corporate acquisitions where intellectual property and technology are key assets. She drafts, negotiates, and advises clients on various software commercial and IP licenses, software as a service (SaaS) and cloud services agreements, software and product development agreements, joint development agreements, software and hardware contracts, and related consulting agreements. Jennifer works with cross-border clients across numerous technology-driven sectors, including entertainment, media, clean energy, biotechnology, and retail.
Additionally, Jennifer has extensive knowledge of copyright law and counsels clients on all aspects of copyright protection.
Jennifer has been an active member of the American Bar Association's Section of Intellectual Property Law and involved in its leadership for over 10 years. In August 2023, she began a 4-year position as one of 16 members of the Section's Council, helping to establish policy and resolutions on behalf of the IP Section. Jennifer has also been a member of its Continuing Legal Education (CLE) Board since 2016. She previously served on the Section's Nominating Committee. She previously served as vice chair of the ABA's Copyright Division (2020-2021) and was chair of the Committee on Copyright & Social Media.
Jennifer is a Fellow of the American Bar Foundation. Her speaking engagements and publications have addressed topics such as asset sales involving intellectual property, ownership matters, copyright permissions, fair use, online harassment, and data privacy and cybersecurity.
Before her legal career, Jennifer earned her Ph.D. in the History of Art from the University of Pennsylvania. She taught art history at The George Washington University and American University. She received fellowships from the French Ministry of Education (Chateaubriand Fellowship), the Philadelphia Museum of Art, The Phillips Collection, and the University of Pennsylvania.
Boston; Seattle
His practice focuses on negotiating data licenses and other commercial contracts, drafting privacy notices, and providing practical product counseling. With experience managing hundreds of strategic transactions each year, David helps clients streamline compliance efforts and navigate complex regulatory and business challenges.
David’s work spans a range of technology industries, including PropTech, HealthTech, and EdTech among others. He regularly advises clients on privacy policies, terms of service, and data processing agreements, with a particular focus on compliance with the California Consumer Privacy Act (CCPA) and other state privacy laws, state data broker laws, AI regulations, the Children’s Online Privacy Protection Act (COPPA), and cross-border data transfer requirements under the EU and UK General Data Protection Regulation (GDPR). David also counsels clients on AI-powered products, on digital advertising, Internet law, and consumer protection, helping clients anticipate and address evolving legal risks.
A founding member of Orrick’s Boston office, David recently returned to Massachusetts after many years in Seattle. He is a member of the Boston Bar Association’s Privacy, Cybersecurity & Digital Law steering committee. David has also served as an adjunct professor at Harvard Law School, where he taught legal research and writing.
New York
Ross has been advising governments, sponsors and lenders on P3s and alternative delivery models for over 20 years in the USA, Australia, and the UK. He has been lead counsel on numerous first-of-their kind P3s in each of these jurisdictions and advised on a wide variety of infrastructure assets including, airports, rail and rolling stock, roads, flood control, hospitals, schools, housing, and waste management. He brings the breadth of his US and international experience, a deep understanding of these types of transactions and the needs of each stakeholder group, as well as an ability to think creatively and bring innovation, to work with his clients for the successful structuring, procurement, and delivery of projects so that his clients may achieve their goals.
Key highlights of Ross' experience include advising:
San Francisco
San Francisco
London
Simon has wide experience of acting for major financial institutions, companies and professional firms in complex litigation, investigations and proceedings by domestic and overseas regulators, professional disciplinary proceedings, ad hoc governmental inquiries and internal investigations. In particular he has acted for those subject to investigations by a wide range of regulatory bodies including the Financial Reporting Council, the Financial Conduct Authority, the Prudential Regulation Authority, the Serious Fraud Office, the Securities and Exchange Commission, the Public Company Accounting Oversight Board and others. He has considerable experience of advising clients on risk management and reputational risk arising from contentious matters.
Simon has been recognised in the Legal 500 and Chambers & Partners as: “an outstanding litigation solicitor”, who is “highly experienced in conducting heavy litigation”, and “one of the best lawyers operating in the Accountant’s liability space”. His clients describe him as “tactically astute and painstaking" and “tough, hardworking, well informed and highly tactical in his thinking” , with a “winning combination of legal knowledge and practicality”.
London
He regularly advises on IPOs, direct listings, follow-ons, de-SPACs, reverse mergers and takeovers on UK, US and European stock exchanges, domestic and cross-border public and private M&A deals, venture capital, private and growth equity investments, debt financings, joint ventures, carve-outs, and restructurings, as well as on governance, disclosure, compliance and strategic advisory matters.
His broad industry experience includes working with clients in the AI and technology, healthcare and life sciences, logistics, retail, media, marketing, financial services, energy and natural resources sectors.
He was recently recognised in The Lawyer's Hot 100 2023, by Financial News as a Rising Star of Legal Services in Europe 2023 and Financial Times at its European Innovative Lawyer Awards 2023.
Washington, D.C.
Chris has an active practice representing financial services entities in negotiating a wide variety of corporate transactions, including company M&A, asset purchases and critical vendor and other third-party relationships. His clients include banks, mortgage companies and servicers, marketplace and other lenders, fintech and emerging payments providers and other business entities in the financial services industry.
Chris’ M&A work emphasizes transactions that involve regulatory risks and concerns or novel structures at the forefront of industry trends. He also represents buyers and sellers of mortgage loans and other consumer lending assets, including interests such as mortgage servicing rights. He regularly negotiates many varieties of servicing and subservicing contracts.
He also advises clients on outsourcing, joint venture and bank partner agreements, particularly in the fintech and e-commerce arena, providing years of experience addressing “true lender” issues. He also advises clients on loan repurchase and indemnity matters as well as corporate governance and compliance matters.
His regulatory practice focuses on advising lenders and servicers on matters involving the Real Estate Settlement Procedures Act (RESPA), including affiliated business arrangements, portfolio retention transactions and vendor management issues.
Chris is recognized by Chambers USA for Fintech: Payments & Lending, which cited his capabilities “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”
He was previously Co-Managing Partner and a member of the partner board at Buckley LLP. Before attending law school, he worked at the U.S. Department of State.