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Practice:

  • Finance Sector
  • Banking & Finance
  • Private Credit

Catalina Bravo Associate

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.

Practice:

  • Banking & Finance
  • Private Credit
  • Finance

Dougal Forrest Managing Associate

Washington, D.C.

Dougal has experience representing both lender- and borrower-side clients in connection with secured and unsecured credit facilities. He has worked on a variety of domestic and cross-border commercial finance matters, including acquisition financings, direct and syndicated lending transactions and debt refinancings.

Before joining Orrick, Dougal was a debt finance associate in the New York office of White & Case LLP.

431209

Practice:

  • Financial & Fintech Advisory
  • Strategic Advisory & Government Enforcement (SAGE)
  • Fintech

Joseph Kolar Partner

Washington, D.C.

In addition to closely monitoring the regulatory and enforcement activity of the Consumer Financial Protection Bureau (CFPB), Joe advises on Federal Housing Administration-insured and Department of Veterans Affairs-guaranteed single-family loan programs, Ginnie Mae guaranteed securities programs and the programs and policies of Fannie Mae and Freddie Mac as they relate to loan origination, servicing, and secondary market transactions. In addition, Joe frequently represents mortgage lenders and others in negotiating joint ventures, marketing and internet origination agreements, vendor agreements, as well as other contracts used or needed by a wide variety of financial services companies.

He is a member of the Consumer Financial Services Committee of the American Bar Association, where he is a past Co-chair of the Housing Finance and RESPA Subcommittee, and a member of the American College of Consumer Financial Services Lawyers. Prior to practicing law, Joe worked as a staff member for former U.S. Representative Jim Leach (R-IA).

Joe currently serves on the Board of Directors of the Legal Counsel for the Elderly, which is associated with AARP, and of Samaritan Ministry of Greater Washington. He was President of the Kolar Charitable Foundation at Buckley.

137

Practice:

  • Finance Sector
  • Banking & Finance
  • Finanzen Indianerstämme

Alan Benjamin Senior Counsel

Los Angeles; Santa Monica

He counsels clients nationwide on complex financial transactions and restructurings, including secured and unsecured loan transactions, project financings, leveraged buy-outs, dividend recapitalizations and insolvency matters.

In the California Banking & Finance category of Chambers USA, clients commend Alan, describing him as “a guru for gaming work" and noting “his extensive financing practice includes particular expertise in lending transactions involving Native American tribes.”

In addition to his practice responsibilities, Alan has held numerous firmwide positions, including recently as a member of Orrick's Board of Directors and as practice group leader of the firm’s Banking & Finance group. He was the Chair of the Firm’s Finance and Audit Committee from 2010 through 2019.

He is licensed to practice in California.

340579

Practice:

  • Finance Sector
  • Banking & Finance
  • Private Credit
  • Finance

Meredith Dawson Partner

New York

Meredith joined the firm as a summer associate in the New York office in 2016. Through years of hands-on experience and collaborative client relationships, she has developed a multifaceted understanding of financing structures in credit and lending. Meredith’s transactional experience includes acquisition and leveraged finance facilities; direct lending transactions; first lien, second lien and first-out/last-out unitranche facilities; recurring revenue loans; and asset-based and other specialty financings across a variety of industries.

Practice:

  • Technology & Innovation Sector
  • Capital Markets
  • Mergers & Acquisitions
  • Technology Companies Group

Mark Mushkin Partner

New York

Mark counsels clients on access to the U.S. public markets, including advising on registered and 144A/Reg S debt and equity offerings, IPOs, private placement transactions and general securities law matters. He also provides counsel to underwriters and issuers on various offerings.

He also represents clients on public and private acquisitions, mergers and divestitures, private equity transactions, strategic investments, joint venture disputes, long-term commercial arrangements and general corporate matters, as well as advising financial institutions in negotiating credit facilities with investment grade and non-investment grade borrowers.

432824

Practice:

  • Financial & Fintech Advisory
  • Strategic Advisory & Government Enforcement (SAGE)
  • Fintech

Warren Traiger Senior Counsel

New York

He argued before the U.S. Court of Appeals for the Second Circuit in Lee v. Board of Governors, a benchmark case regarding the rights of community organizations to challenge Federal Reserve Board (FRB) determinations on merger applications. He has testified before Congress and the federal banking agencies on fair lending and CRA reform, served as Special Counsel to the New York banking regulator on CRA, and advised the regulator on predatory lending regulation.

Warren regularly helps banks and bank holding companies prepare the community convenience and needs portion of their regulatory applications to merge or acquire, and he helps clients respond to public comment regarding CRA and fair lending compliance. He represented a bank in its acquisition and integration of the finance arm of major automaker, directing pre-acquisition fair lending due diligence and updating the combined entity’s policies, procedures and regulatory relations strategy. Warren also served as an independent consultant for the New York Attorney General, overseeing compliance with that office’s settlement with a company that provides criminal background checks on prospective employees.

A prolific writer and researcher, Warren’s research and statistical analysis of mortgage lending data has been cited in publications of the Federal Reserve Banks of San Francisco, Boston and Dallas; the Federal Deposit Insurance Corporation (FDIC); and in testimony before the U.S. House Financial Services Committee.

Prior to joining Orrick, Warren was senior counsel at Buckley LLP. He also served as Co-Chairman of Traiger & Hinckley LLP. Prior to entering private practice in 1990, Warren was vice president, counsel and director of government relations for the New York Bankers Association, the trade group for New York commercial banks. He also served as director of legislation and research and special counsel for the New York City Department of Consumer Affairs and as a New York State Consumer Protection Board official.

Warren is entrenched in the New York legal and financial services community. He has served on the Banking Law Committee of the New York State Bar Association, as a member of the Banking Law and Consumer Law Committees of the Association of the Bar of the City of New York, and has taught as adjunct professor of economics at Hunter College of the City University of New York.

430297

Practice:

  • Financial & Fintech Advisory
  • Strategic Advisory & Government Enforcement (SAGE)
  • Fintech

Marshall Bell Partner

Washington, D.C.

He assists clients in relation to regulatory examinations and in enforcement actions by the Consumer Financial Protection Bureau (CFPB), Department of Justice (DOJ) and state regulators. He also represents clients in financial services transactions matters, including providing advice regarding regulatory due diligence, risk mitigation and obtaining any necessary regulatory approvals.

Marshall has been recognized by Legal 500 as a leading lawyer in Financial Services: Regulation. Prior to joining Orrick, Marshall was a partner at Buckley LLP. He was also in-house counsel for Ally Financial, providing advice regarding regulatory issues in connection with Ally’s auto finance operations and fair lending matters. Before going in-house, he was an associate at Weil, Gotshal & Manges LLP and Wilmer Cutler Pickering Hale and Dorr LLP, where his practice focused on financial services litigation, regulatory and transactional matters.

431988

Practice:

  • Financial & Fintech Advisory
  • Strategic Advisory & Government Enforcement (SAGE)
  • Fintech

Mitchell Grod Sr Counsel & Counsel to Winnow

Santa Monica

His clients include depository institutions, mortgage lenders and brokers, automobile lenders and finance companies, debt collectors and related service providers. He has significant experience advising clients on a myriad of state and federal regulatory matters.

Mitch is a member of the American Financial Services Association’s State Governmental Affairs Committee and Operations and Regulatory Compliance Committee. He has been recognized by Best Lawyers in America as "One to Watch" three times.

Prior to joining Orrick, Mitch was senior counsel at Buckley LLP.

740

Practice:

  • Finance Sector
  • Technology & Innovation Sector
  • Capital Markets
  • Corporate Governance
  • Mergers & Acquisitions
  • Technology Companies Group

Kenneth Marx Senior Associate

New York

Ken represents issuers, underwriters and selling security holders on public and private offerings of debt and equity securities and liability management transactions, such as exchange offers, tender offers, and consent solicitations. He also guides businesses through all stages of organization and development by advising on ’34 Act and indenture reporting compliance, corporate governance and related regulatory matters, venture capital and growth equity financings, and corporate and securities law matters arising in connection with merger and acquisition transactions and corporate restructurings and reorganizations. Ken has served as counsel to companies in a variety of industries, including information technologies and services, life sciences and biotechnology, fintech, infrastructure, advertising, telecommunications, clean technology, financial services, and consumer products.

Before his law career, Ken managed his own company, consulting for technology startups, financial services firms, and advertising agencies on web-based initiatives.

Practice:

  • Energy & Infrastructure Sector
  • Energy & Infrastructure
  • Renewable Energy
  • Infrastructure
  • Data Centers
  • Oil & Gas
  • Banking & Finance
  • Structured Finance
  • Mergers & Acquisitions

Adam Smith Partner

London; Singapore

Adam also has a complementary breadth of experience from a variety of financing, M&A, capital markets and general corporate matters in numerous sectors.

  • "Adam Smith is a highly competent financing lawyer with excellent commercial judgement and experience." - Chambers

    "Adam's style is practical. He is able to explain complex legal matters so that we can make informed decisions." - Chambers

    "Adam Smith is very capable and able to adapt to his client's needs." - Chambers

    "Adam Smith is practical and easy to work with – he is able to explain legal concepts and how to appropriately allocate risks between parties and has good legal market knowledge." - Legal 500 UK

    "We are very satisfied and impressed by the work performed by Adam Smith." - Legal 500 UK

    "Adam Smith is very responsive and has excellent product expertise." - Legal 500 UK

    "Adam Smith is a partner with the expertise to interpret and resolve disputes among counterparties." - Legal 500 UK

    “Very pleased to have worked with Adam and the Orrick team on this unique and highly innovative debt product. The team demonstrated a combination of strong technical skills alongside excellent sector specific knowledge.” - Client testimonial
  • 447074

    Practice:

    • Private Credit
    • Banking & Finance

    Mae Morter Partner

    London

    She has a wealth of experience in complex debt products, including in venture debt, leveraged finance, direct lending, corporate lending, acquisition finance, high-yield bonds, refinancings, restructurings, special situations and liability management exercises at all levels of the capital structure (including unitranche facilities, senior facilities, second liens, mezzanine debt, holdco PIK and convertible loan notes).

    Mae is well versed in cross-border transactions and has been immersed in the European lending market for 15 years. Her prior experience includes an 18-month posting to Paris and in-house secondments at BNP Paribas, Goldman Sachs and Oaktree Capital. She is fluent in French.