
Grady Bolding Senior Counsel, Fiscalité, Real Estate
San Francisco
San Francisco
San Francisco
He has extensive M&A experience involving numerous types of business. He has particular experience 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.
San Francisco
San Francisco
He also has legal experience 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 knowledge 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.
Houston; Austin
Houston; Austin
In public finance matters, Cathleen has served as bond counsel and special tax counsel for a variety of transactions, including health care facilities, multifamily housing, airport, ports, transit authorities, non-profit organizations, public utilities, hospitality projects, as well as tobacco revenue securitizations. In addition to tax-exempt financings, Cathleen also represents clients in IRS audits and non-profit corporation tax matters.
New York
With more than 30 years of experience, Richard is widely recognized as one of the nation’s foremost authorities, having broad experience with tax exempt financings and related transactions involving governmental and not-for-profit entities. His skill and stature in the public finance community was recognized by the National Association of Bond Lawyers’ highest award for his career of distinguished service in public finance.
Richard focuses on new products, including the development of new and creative financing techniques for governments, non-profits and investment bankers. He regularly works on transactions throughout the country. However, in his home office in New York City, he leads the relationship with the Port Authority of New York and New Jersey, serving as counsel on well over 100 transactions over a period of more than 20 years and has headed the tax work in connection with every financing of a cultural facility relating to museums and performing arts in New York City over this same period. Richard has worked on the tax aspects of several of the largest and most complex public private partnership (P3) transactions in recent years. He frequently acts as special tax counsel to issuers and underwriters of municipal finance issues.
Chicago
Mark has nearly 15 years of experience in project finance. His clients include major financial institutions (tax equity investors and infrastructure funds), lenders, developers, and sponsors, particularly those active in the renewable energy sector. He regularly advises clients on opportunities stemming from the Inflation Reduction Act, specifically Section 6417 direct pay opportunities and Section 6418 tax credit transfers.
Mark also advises clients in a wide variety of structured finance, including transactions relating to CLOs, warehouse/leverage facilities, and other securitization structures, real estate mortgage investment conduits (REMICs), commercial mortgage-backed securities (CMBS), and real estate investment trusts (REITs).
San Francisco
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 has advised 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:
San Francisco
T provides guidance to developers and investors in the renewable energy sector—with a focus on solar, wind, biomass, and carbon sequestration projects—in structuring corporate transactions and debt and equity financing to maximize tax credits and other tax incentives.
Santa Monica
Santa Monica
He regularly assists in the tax planning and structuring of emerging companies and other transactions relevant to their formation and sale, including founder loan share purchases and secondary sales, “Up-C” IPO transactions, obtaining and optimizing “qualified small business stock” tax benefits, conversions of limited liability companies, structuring and documenting “profits interests” and other favorable equity to founders, as well as M&A, joint ventures, equity and debt financings, buyouts, divestitures, and restructurings. He has significant experience in real estate and related transactions, including structuring and tax planning for private equity investment funds, joint ventures, and like kind exchanges and other tax-advantaged exit strategies, including:
Pete has spoken and written extensively in areas involving private equity, venture capital, hedge and real estate funds, real estate joint ventures and distressed debt, and private equity transactions.
Pete also is an adjunct professor at the U.C. Irvine School of Law, having created and taught classes focused on Tax Planning for Real Estate Transactions, for both JD and LLM (taxation) students.
Washington, D.C.
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.
Dusseldorf
Carsten advises on all sorts of German tax and accounting issues arising for industry clients, financial institutions and private equity funds. Mainly focusing on corporate and real estate transactions and restructurings. He also advises and represents clients with respect to tax field audits and in tax litigation against the fiscal administration and before German fiscal and civil courts. Prior to joining Orrick Carsten completed his legal traineeship in both national and international law firms.
Paris
Forte de près de 20 ans d'expérience, Jessie a conseillé des clients dans les secteurs du Private Equity, de l'assurance, de la banque, de la technologie, de l'énergie (y compris le nucléaire), de l'hôtellerie et du luxe, sur, entre autres, les conséquences du Brexit, les questions d'audit des prix de transfert, les droits de propriété intellectuelle, les packages de stock-options, les systèmes de rémunération des dirigeants et la structuration de joint-ventures multinationales.
Jessie offre aux clients une planification fiscale stratégique et assure la liaison avec les autorités compétentes afin de minimiser le risque de litige et, si nécessaire, assiste les clients dans les procédures contentieuses devant les tribunaux français.
Jessie est à la tête de la pratique leader du marché de l'assurance M&A en France.
Avant de rejoindre Orrick en 2021, Jessie a été Associée au sein du bureau parisien d'un autre cabinet international.
Paris
Hichem intervient en matière de fiscalité transactionnelle auprès de groupes français et internationaux ainsi que de fonds de private equity.
Il accompagne les entreprises dans le cadre de leur développement en France et à l’international, d'opérations de fusions-acquisitions, de restructurations, de refinancement ainsi que lors de contrôles et de contentieux fiscaux.
Il intervient également dans la structuration et la mise en place de plans d'actions pour les salariés et de management packages.
Hichem conseille également les particuliers dans la gestion et la transmission de leur patrimoine.
Avant de rejoindre Orrick, Hichem a été stagiaire au sein de cabinets d'avocats français de premier plan et a travaillé au sein de la direction fiscale d'une grande banque française.