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Practice:

  • Finance Sector
  • Banking & Finance
  • Private Credit

Marina Balzano Partner

Milan ; Rome

As partner and head of Orrick’s Italian Banking & Finance team, she works with major international banking groups, private credit funds, borrowers and issuers. Marina’s practice covers the full spectrum of banking and finance transactions, with solid experience in acquisition and leveraged finance, corporate lending, bonds, unitranche financings and real estate finance.

Known for her technical precision and commercial insight, Marina is a trusted advisor to financial institutions as well as a growing number of alternative lenders and investors. Her experience covers both domestic and cross-border transactions, where she collaborates closely with other B&F lawyers across Orrick’s network, making her a go-to counsel for clients navigating the Italian and international finance markets. Her clients value her ability to deliver innovative and practical solutions tailored to help them access the capital they need to achieve growth, development, and their overall business needs.

Practice:

  • Finance Sector
  • Fiscalité
  • Impôts des sociétés
  • International Trade and Investment
  • Tax Advocacy
  • Fiscalité internationale

Dr. Stefan Schultes-Schnitzlein Partner

Dusseldorf

His focus is on corporate transactions and their financing, financial restructurings, as well as tax audits and tax litigation. The tax support of growth companies at all stages has become an increasingly larger part of his work in recent years. U.S. flips, management incentivization, financing rounds, and exits are just some of the areas in which Stefan has been active in the growth sector.

Stefan leads the German Orrick offices together with Christoph Brenner.

740

Practice:

  • Finance Sector
  • Fiscalité
  • Fiscalité internationale
  • Mergers & Acquisitions
  • Structured Finance
  • Energy & Infrastructure
  • Derivatives

John Narducci Partner

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.

740

Practice:

  • Finance Sector
  • Employment Law & Litigation

Lisa Lupion Partner

New York

She begins by gathering an in-depth understanding of her client’s business and goals, and then evaluating the specific issue at hand, so that whether navigating a counseling issue or a complex litigation, she can understand every possible angle and design the best possible solution.

Lisa, who serves as a member of Orrick's Management Committee, regularly litigates a broad range of employment issues in court, administrative agencies, and arbitration. Lisa also helps companies at all stages of development avoid litigation or prevent a single-plaintiff matter from escalating to a class action. She has successfully handled a number of high-stakes arbitrations and internal investigations. In addition, she offers counseling on discrimination, harassment, equal pay, wage and hour issues, disability accommodations, termination and compensation.  Lisa regularly advises clients on a variety of employment-related issues, including human resources policies and procedures, offer letters, severance agreements and employee termination. 

Prior to joining Orrick, Lisa served as a law clerk to the Hon. Peter Leisure in the United States District Court for the Southern District of New York. 

740

Practice:

  • Finance Sector
  • Public Finance
  • Banking & Finance
  • Financement d'organismes à but non lucratif
  • Charter School Finance
  • Financement de l'éducation

Amanda Stephens Partner

Austin; Houston

Amanda has advised on more than $5 billion of both publicly-offered and privately-placed charter school financings. Her work on these financings extends across the country, including Texas, Florida, Tennessee, California, Arizona and New York, among many others. Amanda works with a first-of-its-kind nonprofit social impact fund that leverages private charter loans to the public market. Since their creation in 2018, Amanda has worked on documenting more than $1.7 billion in loans to high-performing charter schools who do not otherwise have access to long term, low cost financing. Amanda and team are tasked with working with the local borrower’s counsel for each new borrower and each new state to create a financing structure that meets the long term needs of the borrower, while conforming with state charter law and the clients lending requirements. Amanda has also created structures to help with taxable refundings, to finance around existing new market tax credit structures and many other needs of the borrowers. 

Amanda also represents banks and other financial institutions in connection with direct purchases of tax-exempt bonds and the issuance of letters of credit and other liquidity facilities in connection with tax-exempt transactions. 

Over the course of her career, Amanda has prepared, negotiated and reviewed contracts, loan documents, amendments, closing documents, default letters, demand letters, payoff and buyout agreements, intercreditor subordination agreements, and federal tax lien subordinations. She also has reviewed client contracts and MSA agreements in the oil and gas, construction, medical, retail and transportation industries, and she has addressed regulatory and compliance issues for the finance industry and oil and gas industry. Amanda previously served as an in-house attorney for a national financial services company. She also has served as a staff attorney for Judge Jaclanel McFarland of the 133rd Civil District Court in Harris County, Texas, and as assistant district attorney for the Harris County District Attorney’s office.

740

Practice:

  • Finance Sector
  • Banking & Finance

Criselda Haro Sandoval Of Counsel

Los Angeles

She represents lenders, including banks and other financial institutions, and corporate borrowers in a wide range of secured and unsecured commercial financing transactions, including syndicated transactions, asset-based financings, private equity acquisition financings, cross-border transactions and refinancings. Cris also supports other practice groups, including the Mergers & Acquisitions/Private Equity group, the Technology Companies Group and the Energy and Infrastructure group, on financing matters for clients.

Cris is an active member of Orrick LA's recruiting committee. She also regularly engages in various types of pro bono matters, including immigration matters and wills and trusts matters.

444471

Practice:

  • Energy & Infrastructure Sector
  • Finance Sector
  • Energy & Infrastructure
  • Fiscalité
  • Renewable Energy
  • Energy

John Eliason Partner

Washington, D.C.

John advises major financial institutions (tax equity investors and infrastructure funds), lenders, developers, and sponsors, particularly those in the wind, solar, storage, biomass and energy tech space. He helps clients structure financings for their projects to take advantage of federal and state tax incentives, like the Federal production tax credit (PTC), energy investment tax credit (ITC) and accelerated depreciation (MACRS and “bonus”) using partnership flips, sale-leasebacks, public/private partnerships, and other structuring options. He has been particularly focused on providing clients with the latest guidance and opportunities relating to the Inflation Reduction Act, including with respect to Section 6418 tax credit transfers and Section 6417 direct pay opportunities.

Recognized by Chambers USA and Chambers Global in Band 2 for Projects: Renewables & Alternative Energy, clients describe John as “extremely knowledgeable, flexible and can put technical jargon into plain terms.” Client sources also state “he knows the tax equity markets very well and is very commercial.”

Prior to law school, John founded an information management company based in Austin, Texas. He is also a veteran of the Texas Army National Guard.

740

Practice:

  • Finance Sector
  • Energy & Infrastructure Sector
  • Energy & Infrastructure
  • Fiscalité

Wolfram Pohl Partner

San Francisco

Wolf represents many of the country’s most prominent developers and financing parties in structuring transactions to take advantage of tax credits, Treasury cash grants, depreciation benefits, and other available tax benefits. He has represented developers and tax equity investors in financings of both wind and solar projects, as well as on tax planning for energy storage, carbon capture, and carbon sequestration projects. 

Practice:

  • Finance Sector
  • Public Finance

Justin B. Rosas Managing Associate

Austin

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. 

311490

Practice:

  • Finance Sector
  • Finance
  • Structured Finance
  • Asset‐Backed Securities
  • Commercial Mortgage‐Backed Securities
  • Residential Mortgage‐Backed Securities
  • Banking & Finance
  • Real Estate

Elizabeth J. Elias Partner

New York

Elizabeth has played a key role in numerous pioneering esoteric deals and has extensive experience in the securitization of commercial PACE liens, musical composition and sound recording copyrights, television, movie and other IP royalties, whole business operating companies, diamond receivables, litigation settlement awards, and PDP oil & gas wellbore interests. In addition to her work in esoteric ABS, Elizabeth represents a wide array of market participants, including sponsors, issuers, underwriters, and service providers, in both public and private commercial mortgage-backed securities offerings.

740

Practice:

  • Finance Sector
  • Tax Advocacy
  • Impôts des sociétés
  • Fiscalité

James Larkin Partner

New York

Jamie concentrates on a broad range of federal income tax matters, including tax issues related to cross-border stock and asset acquisitions, debt and equity offerings, collateralizations, reorganizations, cross-border financings and transfer pricing.

Prior to joining Orrick, Jamie was an associate at White & Case LLP.

Practice:

  • Finance Sector
  • Capital Markets
  • Banking & Finance
  • Restructuring

Dr. Timo Holzborn Partner

Munich

Timo heads our Capital Markets and Banking & Finance (incl. Regulatory) practice in Germany and has been advising clients on respective law matters for more than 20 years.

He inter alia advises in the fields of regulatory & asset management (incl. AIFs) and restructuring, corporate law and derivative/carbon trading and is member in creditors committees.

Timo helps his clients, among them banks, corporates, listed companies, and asset managers in capital markets and finance transactions, M&A, squeeze outs, IPOs/ICOs as well as with regard to compliance. He also has special market experience regarding (renewable) energy, banking (stock exchange), insurance, and fund structuring as well as technology.