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D. Isabel Ajuria is a lawyer in the San Francisco office and a member of
the Corporate Group, whose focus is primarily on representing high
growth technology companies in general formation, venture capital and
private equity financings, and mergers and acquisitions.
During her time at NYU School of Law, Isabel was a legal intern for Gucci, and a Managing Editor of the N.Y.U. Journal of Intellectual Property and Entertainment Law.
Patricia is Of Counsel in our San
Francisco office, and is an experienced advisor on the design, implementation
and taxation of qualified and nonqualified retirement benefits, deferred
compensation and health and welfare benefits. Patricia also regularly advises
benefit plan committees on their fiduciary duties.
Patricia is a trusted resource for her clients and leads complex negotiations to provide innovative solutions with regard to benefits design, administration and compliance. Patricia provides substantive expertise in the defense of benefits litigation matters, has substantial experience with the employee benefit aspects of sales and acquisitions of businesses and is an expert on the Affordable Care Act and HIPAA.
Patricia regularly advises general counsel, executive management, CEOs, boards of directors, retirement and health plan committees and key leadership of Fortune 500 companies on complex questions and issues regarding the operation of their domestic and international employee benefit plans and compliance with federal and state law.
Before joining the firm, Patricia acted as Senior Manager of National Employee Benefits at Kaiser Foundation Health Plan, Inc. and formerly served as Senior Counsel-Benefits and Executive Compensation at AirTouch Communications, Inc. (now Vodafone).Patricia also acted as Legislation Counsel on the Joint Committee on Taxation within the United States Congress working extensively on the Clinton health care proposal and other benefits legislation. Prior to the Joint Committee, Patricia was an associate at Pillsbury, Madison & Sutro (now Pillsbury Winthrop).
Juliano Banuelos chairs Orrick’s Compensation & Benefits Group and focuses on advising public companies and mature private companies on executive compensation and related fiduciary duty and governance matters.
Mr. Banuelos’ representative clients include Ancestry.com, Apollo Education Group, Inc. (the University of Phoenix), Cisco Systems, Inc., Gap, Juniper Networks, Keysight Technologies, Kimpton Hotels, Levi Strauss, Oracle Corporation, Varex Imaging Corporation, Varian Medical Systems and Williams-Sonoma. Juliano is also a leader in providing compensation advice in mergers and acquisitions and regularly serves as special M&A tax counsel to in-house tax and HR departments.
In addition to being a recognized practitioner on IRC Section 409A, Juliano provides advice on the full range of compensation and benefits issues that arise ranging from designing and implementing equity-based, employment, separation, deferred compensation, change in control and similar arrangements to providing advice with respect to the design and legal compliance of qualified retirement plans, nonqualified deferred compensation plans and welfare plans.
Mr. Banuelos also advises companies on all aspects of the securities laws relating to such arrangements.
Clients interviewed for Chambers and Partners describe Mr. Banuelos as "incredibly bright and very creative," and "extremely knowledgeable, and extremely helpful, as he provides practical solutions."
San Francisco; Santa Monica; Silicon Valley
San Francisco; Santa Monica; Silicon Valley
John Bautista, a member of Orrick's Board of Directors and Technology Companies Group, leads Orrick's international Technology Companies practice connecting Silicon Valley with Europe and Asia.
John focuses his practice on advising emerging companies and investors, and represents both public and private high-tech and life sciences companies in many areas, including corporate and securities law, venture capital financings, mergers and acquisitions, public offerings, public company representation and technology licensing.
The Recorder named John the “2019 Innovator of the Year” for his work as the chief lawyer on the Long-Term Stock Exchange, a U.S. Securities and Exchange Commission-approved exchange designed to change the paradigm of traditional stock markets by rewarding entrepreneurs and investors committed to long-term business strategies. Financial Times recognized John as one of the Top 10 Most Innovative Individuals of the Year in 2017, calling him “one of the most influential lawyers in the technology ecosystem of Silicon Valley.” He is ranked Band 2 by Chambers USA California, for Venture Capital and Chambers USA Nationwide, ranked him Band 3 for Startups & Emerging Companies.
John is a Board member and co-founder of the Long-Term Stock Exchange, which is creating a new stock exchange for public companies supporting long-term investors, as well as an advisor and co-founder of Clerky.com, a company automating legal work for early-stage companies. He is also recognized for his work with Y Combinator companies.
Prior to joining Orrick, John was a founding attorney of Venture Law Group and served on the Executive Committee. John previously practiced at Wilson, Sonsini, Goodrich & Rosati. John also served as Mayor of the City of Cupertino, California and a council member from 1993-1997, where he helped build important public partnerships, including with Apple Computer, the Mid-Peninsula Open Space Preserve, and San Jose and California Water Companies.
William D. Berry, a compensation and benefits senior counsel in the San Francisco office, has a broad practice in the area of employee benefits, including qualified retirement plans, nonqualified deferred compensation and welfare benefits.
William also has substantial experience with the employee benefit aspects of sales and acquisitions of businesses (including bankruptcy transactions), the restructuring of defined benefit pension plans, the defense of ERISA class action litigation, and public pension plan matters.
His clients include a wide range of large and medium-sized corporations, as well as individual and public clients. He also provides tax and retirement planning advice to many of Orrick's corporate clients.
William has been a frequent lecturer on employee benefits and related individual tax and fiduciary topics for the American Law Institute-American Bar Association; California Continuing Education of the Bar; the International Foundation of Employee Benefit Plans; the Practicing Law Institute; the Western Pension & Benefits Conference; various Bay Area Estate Planning Councils; and other organizations.
William became a senior counsel in 2013 after having been an Orrick partner since 1999. Before joining Orrick, William was a partner at the law firm of Pillsbury Winthrop LLP in San Francisco.
Grady Bolding, senior counsel in the San Francisco office, is a member of the Tax Group. Grady practices tax law, primarily in the areas of mergers & acquisitions, REITs and real estate transactions and private investment funds.
He has extensive M&A experience involving numerous types of business. He has particular expertise in the area of the taxation of REITs, having represented both public and private REITs for many years, and in the area of real estate transactions and partnerships. Grady's private investment fund practice includes the representation of real estate funds, venture capital funds and hedge funds, as well as institutional investors in such funds.
Prior to joining Orrick, Grady worked for the firm of Brobeck, Phleger & Harrison LLP, where he served on the firm’s Executive Committee and as Chair of the Tax Group.
Charles Cardall, a partner in the San Francisco office, is the Chair of the Tax Department and is a member of the Public Finance Department. Chas primarily focuses his practice on municipal finance tax and nonprofit corporation tax matters.
He also has legal expertise relating to both charter schools and the federal income tax classification of governmental and quasi-governmental entities. He has consulted on thousands of tax-exempt, build America and tax credit bond issues and has developed deep expertise in almost every tax aspect of municipal finance. Private activity bonds for multifamily housing, solid waste, charter schools and independent schools are areas of particular focus in his practice, as are higher education, short-term and long-term working capital and the various forms of pooled financings. Chas also has advised numerous clients experiencing financial distress or bankruptcy in tax matters relating to their municipal bonds. Representative active clients include the State of California, the University of California, the Bay Area Toll Authority, and Charter School Capital.
As a legal and policy advocate, Chas represents both government and non-government clients in federal tax rulemaking matters and in IRS proceedings, including the various types of tax-exempt bond audits, voluntary compliance (VCAP) requests and requests for private letter rulings. He has successfully closed IRS examinations relating to solid waste, water and wastewater, working capital, healthcare, pooled, multifamily housing, and industrial development bond financings. He has obtained multiple private letter rulings and technical advice memoranda and has been integrally involved in numerous regulation and legislative projects. He has found that a close working relationship with IRS and Treasury Department personnel often is critical to obtaining good results for clients.
Sara focuses primarily on representing high growth technology companies in general formation, venture capital and private equity financings, and mergers and acquisitions.
Sara Chehrehsa is a lawyer in the San Francisco office and a member of the Technology Companies Group.
John Cook is a partner and head of the Corporate Group in the San Francisco office. He has extensive expertise in equity and debt offerings, the representation of start-up and high growth technology companies and mergers and acquisitions. John's practice has particular focus on the renewable energy, cleantech and technology industries.
John is recognized as a leading advisor to entrepreneurs, technology companies and energy companies. John has led hundreds of M&A and financing transactions. He has represented clients in all aspects of mergers and acquisitions transactions involving public and private companies, including negotiated mergers, auction bid processes, cross-border transactions, distressed asset sales (including 363 sales), leveraged buyouts, going private transactions, going dark transactions, hostile takeovers, proxy contests, takeover defense, and purchases and sales of divisions and subsidiaries.
Brett E. Cooper is a partner in the San Francisco office, and a member of the Capital Markets Group. He has over 20 years' experience in corporate finance, securities law, mergers and acquisitions and general corporate matters.
In the corporate finance and securities areas, his experience includes a range of public and private equity and debt financings, representing U.S., Canadian, European and Asian issuers and underwriters. His transactions have included over one hundred SEC registered and Rule 144A public offerings of securities, ranging from investment grade and high yield debt offerings, convertible note offerings, initial public offerings, follow-on equity offerings and preferred securities offerings, venture capital financings and issuer tender offers.
In the mergers and acquisitions area, Brett has represented clients in all aspects of mergers and acquisitions transactions involving public and private companies, including friendly mergers, leveraged recapitalizations, tender offers, spin-offs, restructurings and purchases and sales of divisions and subsidiaries.
Dean E. Criddle, a senior counsel in the San Francisco office, is a member of the Tax Group. Concentrating his practice in electric and gas utility finance, Dean serves as both tax and finance counsel to utilities, underwriters, financial advisors, special purpose issuers, developers and state public utilities commissions in utility financings.
His broad experience ranges from “stranded cost” securitization financings for investor-owned electric utilities to tax-exempt financings for utilities owned by investor-owned companies, nonprofit corporations, states, local governments and federal power marketing agencies.
Dean currently is advising Bonneville Power Administration in connection with its efforts to refinance and extend the maturities of a portfolio of approximately $6 billion of tax-exempt and taxable notes and bonds issued for its benefit by Energy Northwest (formerly known as Washington Public Power Supply System).
In addition to working on transaction-specific capital markets matters, Mr. Criddle provides ongoing tax, regulatory and general business law advice to a variety of clients, including:
Matteo Daste is a partner in the San Francisco office and a member of the Technology Companies group and the Co-Chair of the Orrick Silicon Valley - Europe Desk. His practice focuses on strategically advising companies and entrepreneurs.
Matteo has represented dozens of domestic and foreign clients in corporate finance, governance, organizational and operational matters, as well as mergers, acquisitions and reorganizations.
As the Co-Chair of the Orrick Silicon Valley - Europe Desk, he is active in advising companies and investors in a variety of cross border transactions between Europe and United States, primarily in the technology sector.
Matteo’s past experience also includes representing issuers in both registered and exempt public offerings, and exchange listings. He has been involved in structuring bridge and equity financing deals, and in representing financial institutions in restructuring transactions.
Matteo has authored various articles on topics related to securities regulation. He has also been featured as a speaker on several occasions, appearing at the Italian Parliament on venture capital reform, in newspaper interviews, and on television and radio programs both domestically and internationally. Matteo has also held a number of lectures and seminars at universities including Stanford University, Santa Clara University, UC Hastings College of Law, La Sapienza in Rome, the Università di Genova, the Libera Università di Bolzano and at the Università dell’Insubria in Varese. He is also a Fellow of the Intentac International Entrepreneurship Academy of the Jonkoping University in Sweden.
Matteo is a founder of the Business Association Italy America (BAIA), and was on the founding Board of the Mind The Bridge Foundation. He also sits on the Board of Directors of Italian Community Services, a 100-year old nonprofit organization based in San Francisco. He is also outside counsel (legale di fiducia) to the Italian General Consulate in San Francisco. In 2015, Matteo was awarded the title of Cavaliere dell’Ordine della Stella d’Italia by the President of the Republic of Italy.