Experience

• • A national financial services company in the drafting and negotiation of documentation for white-labeled banking and payment products.
  • A large financial services company in its sale of assets and transition of specific insurance, brokerage, and investment advisory activities to a large broker-dealer firm.
  • True North in its acquisition of a significant minority stake in Accion Group Holdings, a Pittsburg-based digital and innovation engineering company, from TA Associates and other shareholders.
  • EQT Exeter, a purpose-driven global investment organization, in its acquisition of Redwood Capital Group, an asset manager in the multifamily residential property space.
  • A large asset manager in multi-state effort to address mortgage, money-services business and other licensing requirements.
  • A large asset manager in bank control issues.
  • An Afghan female college student asylum seeker on her path to permanent residency and citizenship, including preparing applications for asylum and adjustment of status with the United States Citizenship & Immigration Services.
  • A community development organization investing network in evaluating available funding under the Inflation Reduction Act and analyzing eligibility for certain programs within the Greenhouse Gas Reduction Fund as implemented by the Environmental Protection Agency.