In doing so, Julie closely collaborates with each client, gathering an in-depth understanding of their specific tensions, challenges and objectives. Legal 500 noted she “truly understands corporate politics and works with in-house counsel to understand the intersections of legal advice and business objectives.” Julie then draws upon nearly three decades of experience to guide clients towards the best possible resolution. Her client-focused approach is one of many reasons she was selected to lead Orrick’s global employment practice, which Chambers ranks as one of the country’s foremost practices and describes Julie as “a big thinker and a thought leader.”
Julie has experience defending both class actions and individual plaintiff cases. She has successfully defended clients in trial and arbitration and helps clients with all types of employment matters, including complex wage-and-hour class, collective and representative actions; pay equity and promotion cases; whistleblower retaliation actions, discrimination, harassment and retaliation litigation and trade secret and non-compete matters. She also guides clients through systemic government investigations and audits. Julie is proactive in helping clients avoid litigation by assisting them with the development of policies and practices designed to minimize exposure, including advice and counselling work in the areas of AI and DEI in selection and recruiting.
Julie is honored to be a Fellow of the College of Labor and Employment and a member of the American Employment Law Council. She also served as a Council Member of the American Bar Association Labor and Employment Law Section.
For her litigation practice, Amy’s ability to distill the most complicated technology across an array of fields, including telecommunications, semiconductor manufacturing, renewable energy, cloud computing, and big data, into relatable, every day concepts that has made her successful in persuading judges and juries alike. She has led trial teams, litigated, and tried cases in state court in California, numerous District Courts, the International Trade Commission, and has briefed appeals before the 9th Circuit, the Federal Circuit, the Supreme Court of California, and the United States Supreme Court.
Whether litigating patent, trade secret, or IP contract disputes, Amy strives to put herself in her client’s shoes to ensure personalized results tailored to each client’s business objectives. As SAP’s General Counsel Landon Edmond commented to Acritas, Amy “has acquired a great knowledge of our business, and therefore you know you can trust her in a wide variety of topics and to get the right colleagues within her firm involved across the globe.”
Amy also provides comprehensive IP counseling on issues including trade secrets protection, employee departure investigations, freedom to operate analysis, licensing strategies, data privacy protection, and regulatory compliance. She has also conducted comprehensive patent portfolio reviews and assisted with IP corporate transactions.
In addition to her IP work, Amy devotes significant time to her pro bono work. For more than a decade, she has assisted domestic violence victims, as well as led Orrick’s Bay Area summer program that enables law clerks to be certified to argue in Family Court to obtain Temporary Restraining Orders for domestic violence clients.
The Daily Journal has named Stephen one of the Top 100 Lawyers in California (chosen regardless of specialty). Stephen was Facebook’s first lawyer and has advised many other leading companies at critical stages of their lifecycles including Anthropic AI, Asana, Instagram, Pinterest, Warby Parker and WETA Digital.
Stephen cares about the teams he counsels and thrives on providing practical business advice. When The American Lawyer named Stephen “Dealmaker of the Year”, it recognized his corporate work and representation of Instagram in its sale to Facebook and quoted a prominent Instagram board member as saying that he “is an outstanding lawyer, but he’s also an outstanding business partner . . . someone who cares about everybody [who's] involved in a company.” In addition to naming Stephen to its list of Top 100 Lawyers in California, The Daily Journal has named him to its Top Emerging Companies Lawyers list, and Chambers and Partners has recognized and ranked Stephen in two separate categories for several consecutive years.
Numerous standout technology companies and their founders have turned to Stephen for corporate representation at all stages of their life-cycles. Most of his counseling is with technology disruptive clients in fast-growth fields such as artificial intelligence, information technology, metaverse, fin-tech, SaaS, gaming, media and entertainment. His recent prominent counseling includes companies in the artificial intelligence, metaverse and gaming spaces. For example he recently advised WETA Digital in its metaverse and gaming related asset sale to Unity Software (for $1.6 billion) and has advised Anthropic AI from formation through each of its financings.
Andrew concentrates his practice on matters pertaining to private equity and alternative investment funds, representing both investors and fund sponsors.
On the investor side, he primarily represents institutional investors, advising their participation in funds with a variety of focuses including venture capital, buy-out, real estate, and mezzanine opportunities. He works to ensure fund arrangements not only advance clients' economic objectives, but are responsive to the complex fiduciary and regulatory issues institutional investors must manage on behalf of their stakeholders.
On the sponsor side, Andrew handles various aspects of fund formation relating to the internal structuring of sponsor and management entities, drafting of fund documents, and negotiations with investors.
In addition, Andrew has experience handling a range of issues in M&A, real estate, oil & gas, and pipeline infrastructure transactions.
Jonas has represented clients in the technology sector in federal and state courts across the country, with argument experience in the federal courts of appeals.
Before joining Orrick, Jonas served as a law clerk to Judge Beverly B. Martin of the U.S. Court of Appeals for the Eleventh Circuit and Judge Analisa Torres of the U.S. District Court for the Southern District of New York. A graduate of Yale Law School, Jonas was an Articles and Essays Editor for the Yale Law Journal and a member of the Veterans Legal Services Clinic.
Jonas previously served as a staff attorney at a leading nonprofit and litigated in federal district and appellate courts challenging adverse effects from criminal fines and fees.
Montana primarily represents emerging growth companies, venture capital funds and other strategic investors in a wide array of corporate matters, including early and late-stage venture funding rounds, formation and corporate governance, securities issuances and mergers and acquisitions.
Select engagements Montana has advised on include:
Represented Stripe in its $6.5 billion Series I round
Represented Solugen in its $350 million Series C and $200 million Series D financings
Represented Merama in its $225 million Series B and $80 million Series B follow-on financings
Represented Next Insurance in its $250 million Series C financing, $250 million Series D financing and $250 million Series E financing
Represented Coatue Management in its investment in the $100 million Series B financing of Mercury Technologies
Represented D1 Capital Partners in its investment in the $450 million Series D financing of Andruil
Represented Inspire Semiconductor in its $2.5 million Series A financing and acquisition of Greenfield Acquisition (TSX:GAC.P), a publicly-traded SPAC, by way of a reverse merger
Represented Codecademy in its $525 million acquisition by SkillSoft (NYS: SKIL), a New Hampshire based provider of educational software
Represented Envisics in its $50 million Series C financing
Represented Supabase in its $30 million Series A and $80 million Series B financings
Represented Coatue Management in its $17 million investment in LiveControl
Represented a Brazilian digital entrepreneurship platform in its Series A financing
Represented a cloud software company in its Series C investment in an enterprise blockchain company
Represented a talent management software provider in multiple financings
Represented a cloud software company in its $30 million Series B investment in an open source SQL database
Represented the investment arm of a global financial services company in its Series A investment in an intelligence platform using AI and predictive modeling
Represented the venture financing division of a large insurance company in its participation in the $29 million Series E financing of an insurance claims technology provider
Represented a voice-controlled mobile platform in its $20 million Series C financing
Represented the venture financing division of a large technology company in its Series C investment in an application traffic manager
Represented Calibrate Ventures in its investment in the $20 million Series A financing of GrayMatter
Represented Coatue Management in its investment in the $35 million Series B financing of Crivello Technologies
Represented Fintual, a Chile based company that provides savings and investment options through an online platform, in its $39 million Series B financing
Represented Flex Capital in its investment in the $23 million Series A financing of GoFreight Inc.
Represented InsideSherpa in its $25 million Series B financing
Represented Gym Class in its $8 million Series Seed financing
Represented Keen Technologies, an AI startup, in its financing
Represented Radiant in its $12.6 million Series A financing
Represented Red Sea Ventures in its investment in the $25 million Series A financing of Accrue Savings, Inc.
*Please note: Montana’s experience includes that prior to joining Orrick.
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