New York
David advises private equity funds, their portfolio companies and a broad range of public and private technology, energy and life sciences companies in domestic and cross-border M&A, minority and majority investments, joint ventures and other complex transactions.
Houston
Marcus’ experience includes the representation of school districts, municipalities, counties, junior colleges, universities, special authorities and other political subdivisions in a variety of roles, including bond counsel, disclosure counsel and issuer’s counsel. In addition, he regularly represents underwriters and purchasers of both public and privately placed debt, regularly serving as underwriters’ counsel and bank counsel.
Complementary to his core practice, Marcus is also able to provide his clients guidance on derivative transactions and liquidity facilities, election law matters, and municipal and school law issues.
Before joining Orrick, Marcus clerked for the Colorado Court of Appeals and subsequently practiced as an associate and then a partner with several international law firms.
Washington, D.C.
He has significant experience building strategic alliances between emerging and traditional payments companies, particularly in the mobile payments area, and he frequently advises clients on payment network issues and regulatory issues related to payments.
Prior to joining Orrick, Jeff was a partner at Buckley LLP. He also was counsel at Sidley Austin LLP, where he handled corporate and transactional matters.
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.
San Francisco
Niki concentrates her corporate practice on representing issuers and underwriters in public offerings and capital markets transactions. Niki also regularly counsels public and late-stage private companies on securities law compliance, disclosure matters, SEC reporting obligations, corporate governance and stock exchange listing obligations. In addition, Niki’s practice includes venture capital financings and advising start-up companies on general corporate matters. She represents a wide range of technology and life sciences companies, from privately held start-ups to publicly traded corporations.
Prior to joining Orrick, Niki was at Fenwick & West LLP and Davis Polk & Wardwell LLP.
Santa Monica
Josh represents high-growth technology companies and venture capital firms in many areas, including corporate and securities law, corporate formations, venture capital financings, mergers and acquisitions, public offerings, secondary offerings and SPAC transactions.
Josh was recognized as a Fintech Rising Star by Law360 for his work representing innovative companies such as Accrue, Crexi, Dave, Deel, Dub, Get Covered, Trullion and Stripe. He has been nationally recognized by Chambers and Partners USA and Legal500 for his work representing startups and venture capital funds.
Josh’s company-side representations also include high-growth AI and SaaS companies, such as Speak and Supabase, energy tech companies such as Radiant Nuclear and Zeno Power, and healthtech companies such as Grow Therapy, Pearl and Saferide Health.
In addition to his company-side representations, Josh has represented leading venture capital firms and other strategic investors, including Bonfire, Coatue, Darsana Capital, D1 Capital, Ground Up Ventures, Pathbreaker Ventures, Upfront Ventures and Wonder Ventures.
Josh has significant buy-side and sell-side M&A experience, including representing Deel in its acquisitions of CapBase, Legalpad, Hofy, Payspace, Roots, Zavvy and Zeitgold.
Londra
April’s experience includes advising on acquisitions and disposals of solar farms and wind projects as well as on joint venture arrangements and other commercial contracts across a range of renewable and conventional energy companies.
Washington, D.C.
He assists clients in relation to regulatory examinations and in enforcement actions by the Consumer Financial Protection Bureau (CFPB), Department of Justice (DOJ) and state regulators. He also represents clients in financial services transactions matters, including providing advice regarding regulatory due diligence, risk mitigation and obtaining any necessary regulatory approvals.
Marshall has been recognized by Legal 500 as a leading lawyer in Financial Services: Regulation. Prior to joining Orrick, Marshall was a partner at Buckley LLP. He was also in-house counsel for Ally Financial, providing advice regarding regulatory issues in connection with Ally’s auto finance operations and fair lending matters. Before going in-house, he was an associate at Weil, Gotshal & Manges LLP and Wilmer Cutler Pickering Hale and Dorr LLP, where his practice focused on financial services litigation, regulatory and transactional matters.
Los Angeles
SueAnn represents issuers, sponsors, placement agents, servicers, underwriters, and other market participants in connection with both public offerings and private placements, asset acquisitions and sales and the negotiation of lending facilities.
Her practice encompasses a variety of asset-backed securities, including credit and charge card receivables, residential mortgage-backed securities (RMBS), agency and government sponsored mortgage loans, and tax lien-backed securities.
SueAnn advises clients on the implications of financial markets regulation, including the implementation of the Dodd-Frank Act. SueAnn is also an editor of Orrick's Financial Industry Week in Review.
Düsseldorf; Monaco
Düsseldorf; Monaco
Stefan focuses as well on real estate transactions and corporate restructurings.