Boston
Andy advises high growth technology companies, startup founders, private funds and other institutional investors on a broad range of corporate transactions across industries. He has extensive experience in a broad range of corporate and transactional matters, advising companies from formation to exit on formation, governance, and financing matters, and private funds and institutional investors on venture capital, growth equity and private equity investments. Andy works closely with clients to provide strategic insights and outside general counsel services, advising clients on day-to-day governance, equity compensation and general commercial matters.
Andy also has extensive experience advising sponsors of private investment funds on their formation, regulatory compliance, and fundraising activities, as well as institutional investors in connection with various aspects of their investment programs, including investments in private investment funds, co-investments and complex secondaries transactions.
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.
Orange County
As a co-lead of the Life Settlements group at Orrick, Rich has soared to the company of top attorneys in the space, bringing a wealth of experience to the table. From federal and state courts to private arbitration rooms, Rich has represented policyholders, investors, funds, trusts, asset managers, banks, and brokers and agents in a myriad of arenas, including cost of insurance (COI) disputes, carrier and estate challenges, ownership and coverage disputes, and fraud cases.
Rich’s extensive experience in the life settlements space goes far beyond litigation and dispute resolution. Rich is a trusted advisor to clients transacting in the space, guiding clients through complex portfolio transactions, due diligence, and restructurings. He also works closely with Orrick’s Public Policy group to pursue legislative solutions on behalf of his clients. Rich’s relentless pursuit of victory and record of success directly lends to his ingenuity and innovative strategies, setting him apart from competitors in the life settlements space.
New York
Rich serves as lead counsel for Credit Suisse’s entire residential mortgage-backed securities (RMBS) docket in federal and state courts throughout the country. He is lead counsel for Goldman Sachs in two RMBS cases in the SDNY. For nearly a decade, he has been lead counsel for Ocwen Financial Services in all matters concerning its market-leading business servicing loans in residential mortgage-backed securitizations. He is currently lead counsel for Nationstar Mortgage LLC d/b/a Mr. Cooper in a breach of contract action pending in the Delaware Court of Chancery. Rich has also frequently represented companies with respect to disputes involving the distressed debt trading market, including Jefferies and Citibank, and frequently tries nine figure disputes in the most important bankruptcy jurisdictions in the United States for clients such as UBS and Blackstone.
He and his Orrick team bring to each representation a combination of deep financial markets knowledge, holistic litigation strategy and a problem-solving mentality. In an industry where many cases are settled, he has established a formidable record at trial and on appeal, while achieving regulatory settlements at a small fraction of the industry benchmarks.
Named Litigators of the Week by The American Lawyer for his representation of Credit Suisse that yielded a precedent-setting decision from the New York Court of Appeals that will change the future of RMBS litigation, clients laud Rich telling Chambers (2022), “He makes my job easier by deploying a combination of impeccable legal skill, excellent judgment and a knowledge of the financial services industry.” “I would recommend Rich to anyone.” (2024) "He makes my job easier by deploying a combination of strengths - impeccable legal skills, excellent judgment, knowledge of the finance sector and a formidable reputation." Echoing that praise, clients say (2021) “I would recommend Richard Jacobsen in the highest terms,” he is (2020) “an exceptional litigator” and “a master of navigating commercial disputes.” Chambers also reports that clients regard him as “a commercial disputes wizard.” Clients hold Rich in high regard, telling Legal 500 our commercial disputes team is (2021) “brilliant,” while the publication calls out his “business critical disputes” work for Credit Suisse and Goldman Sachs. Clients further endorse Rich when speaking to Legal 500, noting he (2020) “is always available and willing to do what is necessary in any situation. His knowledge of the industry and more importantly where we fit in the industry has paid tremendous dividends from a legal representation perspective. I have not dealt with an attorney from any other firm that had the combination of knowledge, ability, reputation and judgment that Rich has.” Another client called out Rich’s “razor sharp intellect” which sets him apart from other disputes and trial lawyers.
A first-chair trial lawyer recognized as one of Lawdragon’s 500 Leading Litigators in America, Rich has litigated commercial, securities and product liability disputes for clients in many other industries in venues across the country. His clients have included: Amazon, Caesars Entertainment, Inc., The Dow Chemical Company, Microsoft, DISH Network, Acer and Wyeth. He has argued numerous appeals at the state and federal levels and frequently represents clients before state and federal regulators. He has argued multiple times before seven of the eight current justices in the Commercial Division of New York’s Supreme Court, New York County, and has arbitrated before the American Arbitration Association and London Court of International Arbitration.
Washington, D.C.
Bailey is a procedural strategist at heart, focused on solving complex problems for clients across a variety of U.S. and international forums. With a commitment to deeply understanding both procedural rules and substantive law, she navigates the intricacies of litigation, arbitration, and regulatory proceedings to deliver creative, practical solutions to her clients. Her work spans multiple jurisdictions, and she is adept at handling high-stakes disputes in both domestic and global contexts.
Whether advising clients in U.S. courts or before international tribunals, Bailey is dedicated to identifying the most efficient and effective path to resolution. She thrives on devising tailored strategies that align with her clients’ business objectives while minimizing risk and maximizing opportunities.
Bailey co-authored a chapter in The Award in International Investment Arbitration, published by Oxford Press in 2024. She also teaches a course on International Commercial Arbitration Advocacy at American University's Washington College of Law and coaches the AUWCL Willem C. Vis International Commercial Arbitration Moot Court Competition.
New York
Orion’s practice has a special focus on representing warehouse lenders and borrowers, forward flow and static pool loan purchasers, as well as issuers, underwriters, and investors in designing bespoke financial transactions in the capital markets.
He covers public and private conduit and term transactions backed by structured asset classes. These encompass a diverse array of financial instruments, ranging from consumer loans and residential mortgages to commercial mortgages, student loans, solar loans, marketplace lending, auto loans, credit cards, shipping, and municipal bonds.
Notably, Orion has structured creative solar securitization programs, underscoring his commitment to innovative solutions within the industry.
Before joining Orrick, Orion was a partner in Chapman and Cutler's Asset Securitization Department. Earlier in his career, he spent time at a major investment bank and was an analyst at one of the top three rating agencies.
Silicon Valley
Yael has extensive experience with advising founders, investors and boards of tech and life sciences companies at all stages and advises on cutting edge deals and complex transactions, with a focus on venture capital financings, debt financings, mergers and acquisitions and corporate governance. She practices across a variety of industries, including software and technology, energy, gaming, healthcare and life sciences. Yael’s practice also includes advising venture capital firms and strategic corporate investors in their investments into technology and life sciences companies.
Yael’s broad-based domestic and international experience also includes advising Israeli venture capital funds, high-tech firms and startups while practicing at some of the top-rated firms in Tel Aviv.
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.
New York
Spencer represents private equity funds and their portfolio companies, as well as private and public companies in all aspects of their business.
Spencer regularly advises clients on a variety of strategic transitions, including domestic and cross-border M&A, debt and equity investments and joint ventures. He also counsels boards, investors and other key stakeholders on financing transactions and general corporate matters.
He works across a wide range of geographies and industries, including a primary focus in the tech, finance, life sciences, energy and infrastructure sectors.
Washington, D.C.
Washington, D.C.
Aviva has experience in governmental and exempt facility bonds, including general governmental facilities, 501(c)(3) bonds, tobacco asset securitizations, capital funds financing, arbitrage and post-issuance compliance relating to private use issues.
Londres
Regularly acting for early through to late-stage companies, as well as leading investors, operating within the technology and media sectors, James' practice primarily focuses on equity financings, secondary transactions, M&A, private equity and general corporate advisory work.
James was previously seconded to a leading global start-up accelerator, venture studio and early-stage investor for six months where he sat as Legal Counsel, advising some of the over 300 portfolio companies and acting on cross-border joint venture and partnership arrangements and transactions with prominent corporate investors.
Passionate about working with innovators and investors, James is motivated to provide commercially pragmatic advice and to deliver innovative solutions to aid the growth and success of his clients within the ecosystem.
Los Angeles; San Francisco
Los Angeles; San Francisco
He is a trusted advisor to private equity real estate investors, funds and institutional lenders on their complex acquisitions, dispositions, financings and developments of office, multifamily, industrial, mixed-use, hotel and golf course properties.
Jon has a particular focus on complex real estate financings, including the origination of mezzanine debt, A/B tiered structures and loan on loan structures, including bridge loans, full construction loans and TI/LC and CapEx future funding facilities.
Jon serves as a relationship co-lead for one of Orrick’s top real estate clients, Walton Street Capital. He also works closely with leading real estate private equity investors, including Westbrook Partners, Cirrus Real Estate Partners and Hackman Capital Partners.