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Roger L. Davis has concentrated his practice on public
finance at Orrick for more than three decades. In that capacity, he has had a lead role in
more than 1,000 transactions, as bond counsel, underwriters counsel, borrower
counsel, disclosure counsel, credit provider counsel and other roles, on
virtually every type of municipal security, in roughly 20 states and
Roger is particularly known and sought out for his ability to apply that unusually extensive and diverse experience in figuring out how to finance projects or programs when it is not clear whether or how that can be done, how to solve problems as they arise and how to make new programs work. Roger is dedicated to helping bring about projects and programs (whether sponsored by public entities, nonprofit corporations or for-profit enterprises) that provide a public benefit and make people’s lives better.
Roger's recent focus has been on general governmental transactions, including pension obligation bonds, all manner of nonprofit corporations, public private partnerships (P3s), securitizations, energy and water efficiency programs, pool programs, and development of new products or programs. His practice is national with concentrations in California, Hawaii and several Pacific Islands. He was instrumental in the creation of the Public Finance Authority in Wisconsin, which is designed to finance projects anywhere in the United States.
Roger also advises on securities laws and disclosure and drafts legislation (exacted in several states) to facilitate borrowing by public entities for a wide variety of projects and programs.
In addition, Roger holds a number of management positions at Orrick. He is co-chair of Orrick’s public finance department, which resides in nine offices around the country, and for the last two decades has ranked as number one bond counsel and disclosure counsel, and within the top five underwriters counsel, for bonds issued by state and local governments throughout the United States. In that capacity, Roger is responsible for strategy, opinion policy and other standards of practice for the group, and is consulted on a wide range of matters in addition to his own.
A dozen or so of Roger’s transactions have been selected as deals of the year by various publications. He himself has been recognized by The American Lawyer as Dealmaker of the Year (twice), as “best”, “super” or "lawyer of the year" by several other publications, ranked by Acritas as an Acritas Star Lawyer, and was declared the “The Bond King” in a cover article by California Lawyer.
James practices in the public law area and also has experience in corporate and securities and real estate law.
His focus in the public law area primarily has been serving as bond counsel, disclosure counsel and underwriters’ counsel on a variety of public finance transactions for cities, counties and special authorities throughout Texas.
James has extensive experience in the area of transportation development and financing, including representation advising the Harris County Toll Road Authority on project development and financing matters, as well as operations, contracting and legislative matters. James has also worked in various capacities on transactions for several other transportation issuers, including the Brazoria County Toll Road Authority, the North East Texas Regional Mobility Authority, Houston METRO, the Houston Airport System, City of Dallas/Love Field, the San Antonio Airport System, the Hidalgo County Regional Mobility Authority and the North Texas Tollway Authority. He has also been involved in a number of public/private development projects, including the development and financing of sports and convention facilities, among others.
Justin is a public law attorney in the Austin Public Finance Group. He works with public entities and financial institutions on public finance transactions that lead to community development.
Justin’s practice focuses on public finance, which includes the representation of local government entities, including: state agencies, municipalities, school districts, and special districts; non-profit organizations; and financial institutions that serve as underwriters to municipal bonds. Prior to joining Orrick, Justin represented and counseled government entities and private corporations in litigation matters.
Nicholas Laveris, resident in Orrick’s New York office, is a member of the Restructuring Group.
Nicholas A. Laveris is Of Counsel in Orrick's Restructuring Group. Nick advises investment banks, commercial banks, broker-dealers, hedge funds and other financial institutions on legal issues related to the purchase and sale of domestic and international par and distressed assets, including bilateral loans, syndicated loans, loan participations and derivative structured products.
Nick also represents clients in the purchase and sale of claims in bankruptcy, including administrative claims and trade claims. In addition, Nick represents clients in the purchase and sale of securities and other equity instruments arising out of restructurings and bankruptcy proceedings. Nick has extensive experience in working on transactions under the LSTA and LMA regimes, as well as negotiating bespoke documentation. Nick's work involves transactions throughout Europe, Asia, Latin America, Australia and the United States. Nick is an active member of the Loan Syndications and Trade Association and the Loan Market Association.
Prior to joining Orrick, Nick was an associate at Mayer Brown LLP.
Allison Citron is a Senior Associate in Orrick’s Restructuring group.
Allison Citron is a Senior Associate in Orrick’s Restructuring group. She advises international and domestic investment bank and hedge fund clients, broker-dealers, large financial institution creditors and secured lenders with respect to the buying and selling of domestic and international trade claims, bank debt, syndicated loans, post-restructuring equity, securities, notes and many other distressed assets. She serves both buy-side and sell-side clients as counsel in complex distressed investing transactions including in the arena of litigation financing. Additionally, she specializes in the primary and secondary documentation and negotiation arena under the Loan Syndications and Trading Association (LSTA) and the Loan Market Association (LMA) as well as multiple global jurisdictions. She also works under the International Swap Dealers Association (ISDA) regime and is an active participant in the loan trading market.
Allison has extensive experience in drafting, negotiating and reviewing transfer and commercial loan documentation relating to both par and distressed debt obligations, as well in cross border transactions, debtor-in-possession financings, restructurings and acquisition financings. Allison has advised multiple clients in connection with transactions relating to both distressed and par borrowers in a variety of industries including TXU, Lyondell, Lehman Brothers, MF Global, Peabody and Caesars Entertainment, among many others. She also frequently advises on claims transactions in connection with Madoff, both on a direct level as well as the multiple feeder funds.Allison is an active participant in The Loan Syndications and Trading Association and frequently weighs in on several existing and current issues. She has presented on several panels in connection with the new distressed debt regimes and global transferability issues as well as recently moderated a panel on the litigation finance market. She is also an inaugural member of the LSTA’s new Women’s Association.
Jonathan advises clients on all aspects of corporate tax, with a focus on domestic and international corporate and finance transactions, mergers and acquisitions, restructurings and reorganisations.
He has extensive experience of UK, cross-border and international tax matters across a variety of business sectors. Jonathan also advises on tax disputes, funds and investment structures.
Jonathan is qualified as a Chartered Tax Adviser (CTA) and is a member of the Chartered Institute of Taxation.
Rick advises investment funds and asset managers on structured finance, securitisation and fund financing solutions in respect of a wide range of alternative and illiquid asset classes.
He has experience with funding structures backed directly and indirectly by commercial real estate, private debt and other asset classes. He advises on fund leverage matters including warehouse lines, loan-on-loan and repo financing, as well as loan portfolios (performing and non-performing) acquired or disposed of using securitisation and structured lending techniques.Rick handles both standard and esoteric securitisations, across a wide range of specialty finance structures and asset classes.
Marco Boldini is a Partner and the Head of the Italian Financial Services Regulatory practice, splitting his time between Orrick’s Milan and London offices.
Marco is a leading authority on financial services regulations, including but not limited to AIFMD, UCITS, PRIIPs, FCA Handbook and Brexit-related topics, as well as on all aspects of funds-related work, in particular on ETFs and ETCs. He advises clients on MIFID II and compliance matters before the UK’s Financial Conduct Authority and the Italian Companies and Exchange Commission. Marco also has deep knowledge of the fintech sector, particularly blockchain and cryptocurrency matters.
Named Legal 500 UK’s in-house Regulatory Lawyer of the Year for 2019, Marco serves as Italian Honorary Consul in the United Kingdom to the Italian Ministry of Foreign Affairs and International Cooperation, as well as to the Foreign and Commonwealth Office. He is also a member of the advisory board of the Italians’ Private Capital Association in London.
Before joining Orrick, Marco served as Head of PricewaterhouseCoopers (PwC) UK Financial Services Regulatory practice. Prior to PwC, he served as European Regulatory Director at asset management firm ETF Securities in London. He is a Solicitor in England and Wales and a fully qualified UK Barrister at Middle Temple Inn, a Notary in England and Wales, as well as an avvocato in Italy. Marco currently teaches financial services law at Cass Business School, City University of London.
Katie advises corporates, investors and investment banks on a range of corporate transactions, including mergers and acquisitions, equity financings on the public markets, joint ventures and strategic investments.
She has particular focus on the international technology sector and regularly advises founders and corporates on ‘exits’ by way of sales to trade or private equity purchasers or offerings on the public markets. She has experience of acting on sales to many of the largest global technology companies. Recent transactions include advising Tails.com on its sale to Nestlé; advising DogBuddy on its sale to Rover; advising Stratto on its sale to Digital Colony; advising Cerillion PLC on its initial public offering on AIM; and advising creditshelf on its initial public offering on the Frankfurt Stock Exchange.
Katie also has significant experience in the energy and infrastructure sector, recently including advising CDC Group on its $380m public offer for Copperbelt Energy Corporation; advising Bioenergy Infrastructure Group on its investments in UK waste-to-energy plants; and advising InfraCapital on its purchase of WightFibre.
Jeremy is the founder and co-chair of Orrick’s Public Policy Group. He has built a highly innovative practice that helps disruptive companies protect/secure their competitive advantage at all levels of state government in all 50 states.Over the past 18 months alone, Jeremy and his team engaged in 125 battles in 45 state legislatures on behalf of a “who’s who” of technology disruptors, Fortune 500 companies, and professional sports leagues.
Seattle; Washington, D.C.
Seattle; Washington, D.C.
Robert M. McKenna, partner in Orrick's Seattle and Washington, D.C. offices, leads the state Attorney General team in the firm's Public Policy Group and is a member of the Cyber, Privacy & Data Innovation practice. A former Washington State Attorney General and President of the National Association of Attorneys General, Rob is accomplished in all areas of public policy, appellate law and investigations. He is a Chambers USA Band 1 Partner in Government Relations: State Attorneys General.
Rob represents a wide range of technology and other companies in matters involving cyber security, data privacy, litigation, appellate litigation, regulatory proceedings, state attorney general investigations and legislative issues. His experience, stature and expertise add essential capabilities for clients seeking coordinated policy advocacy, regulatory compliance and litigation strategies in state capitols across the country and in Washington, D.C., where he has testified before Congress and assisted clients who have been called to testify before Congressional committees. While at Orrick, Rob has represented clients in both state and federal court, typically in cases centered on constitutional questions.
Rob served two terms as Attorney General of Washington, from 2005 to 2013. He successfully argued three cases before the U.S. Supreme Court and helped negotiate three of the largest consumer protection settlements in national history, all involving mortgage lending and servicing. He is a recognized leader in the development of data protection and privacy regulation. Rob was the first state Attorney General to build a computer forensics lab to collect evidence of Internet fraud, and passed one of the nation's first anti-spyware laws.
Rob served as President of the National Association of Attorneys General (NAAG) from 2011-12 where he co-launched the NAAG Intellectual Property Task Force to advance the national fight against counterfeiting and piracy. While serving as NAAG President, he created and led a national initiative to combat human trafficking which continues to this day. The NAAG human trafficking summit he hosted in Seattle in 2012 led AGs to launch state-level initiatives around the country. His fellow attorneys general honored him in 2011 with the Kelley-Wyman Award for “Outstanding Attorney General” in America.
Dan is driven by ensuring his client's objectives are met efficiently and effectively, both in the matter in question and for the longer term.
He has broad experience of cross-border and domestic M&A (public and private), corporate and securities matters, including preferred equity investments, capital markets and special situations. He has worked extensively with upper and mid-market private equity clients, including EQT, KKR, Terra Firma and EIG, as well as public companies and investment banks. He advises on transactions in all sectors but is particularly focused on the technology, energy and infrastructure and financial services sectors.
He is recommended by Legal 500 2019 and described as “[thinking] through highly complex structure and documentation issues without losing sight of the commercial objectives” (Legal 500, Upper Mid-Market M&A, 2018) and “an insightful negotiator” (Legal 500, Upper Mid-Market M&A, 2017). Prior to joining Orrick, Dan worked at Milbank and before that at Slaughter and May.