Boston
David brings a wealth of expertise, focusing on diverse cutting-edge technologies, including life sciences (biotechnology, pharmaceuticals, medical devices, digital health, genomic technology), fintech, artificial intelligence, information technology (hardware, software, SaaS, and database solutions), edtech, renewable energy, sustainable technologies, AR/VR and cybersecurity.
He advises clients on corporate partnerships, strategic alliances and licensing agreements with leading U.S. and global entities, as well as major research universities and institutes. His experience includes navigating the IP and technology aspects of venture capital financings, public offerings and some of the largest M&A transactions involving venture-backed companies.
David has lectured at major institutions, including Tulane, Yale, Princeton, NYU, Columbia, Cornell and Fordham.
New York
Jake provides strategic advice and counsel to startup founders and high-growth technology companies, as well as venture capital and other private equity funds.
He has broad experience in corporate and transactional matters, including venture capital financings, mergers and acquisitions and corporate formation and governance matters. He works closely with founders and technology company clients from a wide variety of industries to provide outside general counsel services and strategic business insights.
Jake also works extensively with venture capital and other private equity funds in their investment activities in the US and internationally, including early-stage to growth equity financings, mergers and acquisitions and secondary liquidity transactions.
Houston
Catalina advises borrowers and lenders in debt financings for M&A, PE and direct lending transactions.
Prior to joining Orrick, Catalina was a Debt Finance Associate at Kirkland & Ellis, where she primarily advised borrowers on private equity, financing transactions and debt restructurings in the Energy Sector.
Washington, D.C.
Washington, D.C.
He represents venture-backed companies, private equity sponsors and their portfolio companies, public companies, and lenders, in a wide variety of financing transactions, across the capital structure and in a range of industries. He has significant experience advising on venture debt transactions, acquisition financings, recapitalizations and restructurings.
Washington, D.C.
Washington, D.C.
Banks and other capital market financial service providers, particularly those active in the structured finance markets, face a challenging and ever-changing regulatory environment. Preetha has deep structured/bankruptcy and bank regulatory experience. She is recognized and highly regarded in the industry as a true sale/non-consolidation lawyer and participates in industry-wide efforts to respond to regulatory changes in that area. Preetha also has highly valued knowledge in regulatory financial accounting issues, which affect the structuring of structured transactions.
Preetha is active in the Structured Finance Association and currently serves as the co-chair of the Structured Finance Association's Derivatives in Securitization Task Force. She regularly participates in industry advocacy efforts partnering with in-house government relations departments to educate and advise lawmakers on the real-world impacts of proposed legislative initiatives. She is also a thought leader and speaks frequently on regulatory issues relevant to the securitization industry.
Prior to joining the firm, Preetha was a partner in Chapman and Cutler's Asset Securitization Department. Before that, Preetha served as a general counsel for Capital Markets at a U.S. bank and prior to that, as in-house counsel in other financial institutions, supporting debt capital markets, loan capital markets, asset securitization and derivatives business units. She began her career as an associate at Orrick.
San Francisco
San Francisco
Marc's practice concentrates on insolvency planning, bankruptcy cases, out-of-court reorganizations and workouts. He represents secured and unsecured creditors, acquirers of assets from insolvent companies, debtors, indenture trustees, committees, public entities and bankruptcy trustees.
San Francisco
Scott was an associate at the firm from 1998 until 2006 and has experience in mergers and acquisitions, corporate finance, securities law and general corporate matters.
Prior to joining Orrick, he was an associate at Pillsbury Madison & Sutro LLP from 1997 to 1998.
Santa Monica
Santa Monica
He regularly assists in the tax planning and structuring of emerging companies and other transactions relevant to their formation and sale, including founder loan share purchases and secondary sales, “Up-C” IPO transactions, obtaining and optimizing “qualified small business stock” tax benefits, conversions of limited liability companies, structuring and documenting “profits interests” and other favorable equity to founders, as well as M&A, joint ventures, equity and debt financings, buyouts, divestitures, and restructurings. He has significant experience in real estate and related transactions, including structuring and tax planning for private equity investment funds, joint ventures, and like kind exchanges and other tax-advantaged exit strategies, including:
Pete has spoken and written extensively in areas involving private equity, venture capital, hedge and real estate funds, real estate joint ventures and distressed debt, and private equity transactions.
Pete also is an adjunct professor at the U.C. Irvine School of Law, having created and taught classes focused on Tax Planning for Real Estate Transactions, for both JD and LLM (taxation) students.
Boston
Amy works with digital health companies, health systems and other public and private companies—from new entrants to seasoned organizations—to address regulatory compliance and transactional needs. She also advises investors and collaborates with clients to understand their business goals and tailor practical solutions to help them achieve those objectives. Amy is well-versed in the corporate governance, data privacy, and security and scope-of-practice considerations facing the healthcare industry as it incorporates artificial intelligence (AI) and machine-learning (ML) solutions into clinical workflows. Her practice includes structuring and scaling national telehealth practices across a range of clinical disciplines, including complex collaborative arrangements involving labs, medical device manufacturers, remote patient monitoring solutions and pharmacies.
Amy spends much of her time working with clients on vetting and developing strategic affiliations, joint venture transactions and other novel business arrangements, including developing value-based enterprises and otherwise identifying means to achieve further alignment among stakeholders. She advises on reimbursement issues with respect to federal healthcare programs, private payors and self-pay business models. She also helps develop compliance programs and advises on related protocols and best practices.
In particular, Amy advises on physician self-referral, anti-kickback and other fraud and abuse law matters as well as on patient privacy matters, including HIPAA, 42 CFR Part 2 and corresponding state-level compliance. Amy also assists with internal investigations and assessing and responding to the results, including developing corrective action recommendations and self-disclosures.
A sought-after speaker and prolific writer on some of the most complex and critical issues in healthcare law, Amy shares her insights in publications and presentations across the country. She co-authored chapters in numerous publications, including the telemedicine chapter of the American Bar Association’s Physician Law: Evolving Trends & Hot Topics and a chapter addressing telehealth in the MCLE Massachusetts Health and Hospital Law Manual.
Chambers USA notes that Amy has “deep expertise in matters that impact healthcare providers and healthcare transactions,” “is a terrific resource on a range of regulatory issues” and “an expert in the Stark Law.”
Amy graduated first in her class at UCLA Law and was elected to the Order of the Coif. Prior to law school, Amy served in the U.S. Air Force.
San Francisco
Dolph concentrates his sophisticated practice on private equity investor representation and fund formation as well as representing financial institutions and corporations in privately negotiated debt transactions. Dolph counsels some of the largest public pension plans in the United States and other institutional investors and helps them achieve their business goals with respect to various U.S.-based and international alternative investments (including funds focused on real estate, buy-out, venture capital and mezzanine investment opportunities) as well as sponsors in fund formation.
In addition, Dolph has a broad range of experience in commercial lending transactions, including secured financings, unsecured and asset-based financings, vendor and customer financings, subscription credit facilities, project financing, venture debt financings, letters of credit, receivables purchase financings and leasing. Dolph's clients include various financial institutions, Fortune 500 companies and numerous start-up companies (the latter group of which he represents in dozens of venture debt financing transactions each year for which he is recognized as one of the leading company-side counsel in the San Francisco Bay Area).
New York
John has extensive experience in stock and asset acquisitions, including tax-free reorganizations. He has represented purchasers, sellers and lenders in structuring acquisitions and negotiating the tax aspects of stock purchase and asset purchase agreements. Many of these acquisitions involved cross-border transactions.
Working with issuers, underwriters and investment funds, John has advised clients on numerous securities offerings, including securitization transactions, tender option bonds and high yield debt. Such offerings involved issuers in more than 40 countries.
John regularly works on the restructuring of transactions, including structured financings, project financings and energy and infrastructure projects. He advises on the tax planning aspects of such transactions.
Mr. Narducci has been involved in the development of tax-efficient financial structures, particularly in the cross-border context. For example, he has created tax-efficient structures for several investment funds. He also advises several financial institutions with respect to derivatives transactions, including the tax aspects of ISDA Master Agreements.
He also works with regulated and unregulated participants in the energy market on financings and a wide range of other transactions. Some of these transactions involve rural electric cooperatives.
John also advises on the tax aspects of pass-through entities, project financings and a broad range of other matters. He worked on the sovereign debt restructurings of Bulgaria, Costa Rica, Croatia, Nigeria, Poland and Vietnam.
Washington, D.C.
Harry is experienced in areas such as CFIUS/Exon-Florio examinations of foreign investment, military and “dual use” export control regulations (ITAR/EAR), economic sanctions administered by the U.S. Treasury Department (OFAC), customs regulations, the Foreign Corrupt Practices Act, anti-money laundering rules, anti-boycott requirements and defense industrial security requirements. He executes internal corporate investigations regarding trade and investment rules and advises on such rules in the context of corporate transactions.
Additionally, Harry has extensive experience with government contracting matters. His government contracting work has included, for example, design and implementation of U.S. Defense Department renewable energy projects. He also represents broad industry coalitions on major trade litigations and international negotiations. His experience in these areas includes a leading role in what is often considered the largest-ever international trade dispute: the controversy regarding unfair softwood lumber imports from Canada. It has involved myriad administrative proceedings before federal agencies, NAFTA panel appeals, WTO dispute proceedings, judicial proceedings and international settlement agreements.
Harry has represented a coalition of major U.S. oil companies in antidumping and countervailing duty litigation. As a related matter, he pursues policy issues with congressional and executive branch officials and advises on international trade rules (e.g., GATT, WTO agreements and NAFTA).
Chambers 2022 recognizes Harry as a leader in the field of export controls and economic sanctions (Chambers Global and Chambers USA), as well as CFIUS (Chambers USA). Previous editions have also recognized Harry’s achievements regarding his work related to the Foreign Corrupt Practices Act. Clients note that Harry provides “accurate, straightforward guidance incredibly efficiently” and “he has an ability to translate complex legal requirements and rules into business-friendly jargon.”