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.
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.
Before attending law school, David served as an officer in the U.S. Navy from 1966-1970, rising to the rank of Lieutenant Commander (U.S.N.R.) and serving from 1969-70 as a Special Assistant to Admiral E.R. Zumwalt, Commander of Naval Forces, Vietnam and later Chief of Naval Operations. From 1970-1971, he served as Personal Assistant to Dr. Henry Kissinger, Assistant to the President for National Security Affairs. After law school, David joined Davis Polk & Wardell in New York from 1974-1976 before moving to the Hong Kong office of Coudert Brothers in 1976. He became a partner of Coudert Brothers in 1983 and joined the Hong Kong office of Orrick in 2005.
Before attending law school, David served as an officer in the U.S. Navy from 1966-1970, rising to the rank of Lieutenant Commander (U.S.N.R.) and serving from 1969-70 as a Special Assistant to Admiral E.R. Zumwalt, Commander of Naval Forces, Vietnam and later Chief of Naval Operations. From 1970-1971, he served as Personal Assistant to Dr. Henry Kissinger, Assistant to the President for National Security Affairs. After law school, David joined Davis Polk & Wardell in New York from 1974-1976 before moving to the Hong Kong office of Coudert Brothers in 1976. He became a partner of Coudert Brothers in 1983 and joined the Hong Kong office of Orrick in 2005.
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.
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.
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.
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.
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:
Tax planning and structuring for private equity and venture capital investment vehicles, including the use of parallel or alternative investment vehicles, co-investment vehicles, or other similar structures to accommodate participation by tax-exempt entities and/or non-U.S. parties.
Implementing tax efficient structures and exit strategies for U.S. real estate projects, joint ventures or similar vehicles, including recapitalizations, in-kind distributions, leveraged recaps, as well as like-kind exchange structures pursuant to tax code section 1031.
Providing advice and tax structuring for investment funds and related entities in connection with secondary market purchases of debt securities and debt instruments, including distressed debt, as well as related debt modifications, workouts, foreclosures and/or related resolutions.
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.
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:
Tax planning and structuring for private equity and venture capital investment vehicles, including the use of parallel or alternative investment vehicles, co-investment vehicles, or other similar structures to accommodate participation by tax-exempt entities and/or non-U.S. parties.
Implementing tax efficient structures and exit strategies for U.S. real estate projects, joint ventures or similar vehicles, including recapitalizations, in-kind distributions, leveraged recaps, as well as like-kind exchange structures pursuant to tax code section 1031.
Providing advice and tax structuring for investment funds and related entities in connection with secondary market purchases of debt securities and debt instruments, including distressed debt, as well as related debt modifications, workouts, foreclosures and/or related resolutions.
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.
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