San Francisco
Jason advises both public and private companies on compensation and benefits issues that arise in mergers and acquisitions, including pre-signing negotiations, executive and equity compensation and post-closing employee integration issues. Jason assists companies with compensation and benefit issues that arise with respect to their initial public offerings.
Jason's practice also focuses on counseling clients on all aspects of employee benefits related to the design, implementation, operation and any related fiduciary obligations with respect to tax-qualified retirement plans, including defined benefit and defined contribution plans, nonqualified deferred compensation arrangements with a particular focus on Code Section 409A compliance and employee welfare benefit plans, including compliance with HIPAA, COBRA and other health laws.
Prior to attending law school, Jason served as a Sergeant in the United States Army.
San Francisco
San Francisco
Erin's practice focuses on water, wastewater, public power, solid waste, airport and port financings, primarily in California and the territory of Guam. In addition, Erin has experience working on complex public-private-partnership (P3) transactions.
Erin also serves on the Board of Directors of the Asian Americans in Public Finance.
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.
Wheeling, W.V. (GOIC)
Wheeling, W.V. (GOIC)
Amanda counsels employers on a variety of employment law and compliance matters, including employee handbooks, employment policies and procedures, background checks, non-compete and non-solicitation agreements, employment agreements, wage and hour compliance, workplace safety, paid sick leave, and confidentiality agreements. Amanda counsels clients in various industries but has unique experience with financial services, technology, retail, and non-profit organizations.
Amanda also has employment litigation experience, including discrimination, harassment, and retaliation claims under federal and state laws, wage and hour claims, trade secrets and unfair competition, and matters involving non-competition and non-solicitation clauses.
Prior to Orrick, Amanda worked for Clark Hill, PLC in Pittsburgh as a labor and employment lawyer. She also worked as a Litigation Associate for Holland & Knight, LLP in Fort Lauderdale, Florida, where she practiced primarily commercial litigation.
Los Angeles; San Francisco
Los Angeles; San Francisco
Steffi has participated as bond counsel, disclosure counsel and underwriter’s counsel on a variety of transactions including general obligation bond financings, revenue bond financings and lease financings for school districts, community college districts, local government and state agency clients.
Los Angeles; New York
Los Angeles; New York
Gaelyn has represented a wide range of financial institutions including fund sponsors, issuers, underwriters, placement agents, investment advisers and investors in connection with a wide range of financing transactions including collateralized loan, bond and debt obligations; synthetic collateralized debt obligations; trade receivables; various derivative instruments and structured finance products; and private equity funds and hedge funds.
New York
New York
Jose DeJesus is a paralegal in the Finance Business Unit and the Public Finance practice group. He has participated in financings in which the firm has served as bond counsel, underwriter’s counsel and borrower counsel for various tax-exempt and taxable municipal and project financings. He works mainly for the Energy and Infrastructure Group. His duties include preliminary drafting of documents and UCC financing statements, preparation for and assisting with closings as well as post-closing matters. He has been with the firm since 1995 and has been working as a paralegal since 1984.
Wheeling, W.V. (GOIC)
Wheeling, W.V. (GOIC)
Andrew concentrates his practice on matters pertaining to private equity and alternative investment funds, representing both investors and fund sponsors.
On the investor side, he primarily represents institutional investors, advising their participation in funds with a variety of focuses including venture capital, buy-out, real estate, and mezzanine opportunities. He works to ensure fund arrangements not only advance clients' economic objectives, but are responsive to the complex fiduciary and regulatory issues institutional investors must manage on behalf of their stakeholders.
On the sponsor side, Andrew handles various aspects of fund formation relating to the internal structuring of sponsor and management entities, drafting of fund documents, and negotiations with investors.
In addition, Andrew has experience handling a range of issues in M&A, real estate, oil & gas, and pipeline infrastructure transactions.
London
Rebecca has acted for “Big Four” audit firms and global listed companies in a range of matters. These have included complex professional negligence litigation in the High Court, internal investigations and investigations by domestic and overseas regulators including the Financial Reporting Council, the Securities and Exchange Commission and the Public Company Accounting Oversight Board.
In addition to the above, Rebecca has also advised on UK and EU public procurement legislation including the application of the OJEU notification requirements to real estate developments.
New York
Kathy's practice involves advising issuers, underwriters, servicers and institutional purchasers on complex financial transactions. She has extensive experience with the securitization of a variety of assets, including mortgages, tax liens, tobacco litigation settlement funds, utility stranded costs and student loans.
Kathy's mortgage-backed experience has involved all types of mortgages including fixed and adjustable rate first lien mortgage loans, closed end seconds, revolving home equity lines of credit, seasoned mortgage loans, reverse mortgage loans and manufactured housing contracts. She has represented many types of financial institutions, including private companies, governmental agencies and municipalities.
She has been involved in the development of a number of novel securitization structures and programs designed to achieve the client's goals. In addition to securitizations, she has been involved in establishing joint ventures, financing of assets, acquisitions of assets and litigation support and advice.
Recently, Kathy has been involved in advising clients on a number of innovative transactions that address issues arising from the financial crisis and housing and financial regulatory reform. Representative transactions include representing the sponsor and issuer of the first public offerings of private label residential mortgage-backed securities since the advent of the financial crisis, advising a federal agency on the securitization of seasoned assets, and advising the largest issuer of tax lien securitizations. She has also been involved in various initiatives to address regulatory reform proposals.
Kathy is former Chair of the Structured Finance Group. She has also served on the Firm's Executive Committee and as Chair of the Firm's Women's Initiative.
Paris
Paul's practice focuses on project finance and strategic acquisition transactions in energy and infrastructure.
He advises sponsors and financiers on large greenfield and brownfield project financings, both cross-border and domestic, primarily in France, in EMEA and Africa.
He brings exceptional knowledge in structuring and financing of public-private, transport, telecom, energy transition, social infrastructure and real estate projects.
Paul also regularly advises clients in the fast-growing EnergyTech and InfraTech sectors.
He has extensive experience on all types of financings (senior, junior, mezzanine, loans, bonds) and related derivative instruments.
More generally, Paul advises on financing aspects of strategic assets in connection with project finance, M&A/private equity or restructuring transactions.