Strive not to be a success, but rather to be of value. – Albert Einstein
I've been working as a lawyer for over 10 years. I have a diverse practice advising clients on capital markets and general corporate matters. I represent both issuers and underwriters in IPOs, high yield and investment-grade debt financings, convertible debt offerings, and preferred stock offerings. In 2007, I represented Blackstone in its $4.8 billion IPO and JPMorgan in its $5.8 billion common stock offering to repay its TARP preferred stock. My practice has also included advising companies such as Bank of America, Citigroup, Goldman Sachs, JPMorgan, and Morgan Stanley in debt and equity capital markets transactions for a variety of issuers, focusing on the energy and transportation industries.
Timeline
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Lawyer, Swift Transportation
Represented the underwriters in the concurrent $800 million IPO and $500 million high yield offering for Swift Transportation in December 2010, and Stena’s $600 million unsecured high yield offering and $350 million secured high yield offering in January and February 2014 and Nordic American Offshore's IPO in June 2013.
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Financial Lawyer, JPMorgan
Represented JPMorgan in debt and equity capital markets transactions for a variety of issuers.
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Weil, Gotshal & Manges LLP, Junior Partner
Joined Weil, Gotshal & Manges LLP in 2000 and became a junior partner in 2009.
Skills
insurance and reinsurance
20+
financial services
19
investment banking
16
high-yield bonds
17
initial public offerings
18
captial markets
20+
Results
$4.8
BILLION IPO (BLACKSTONE)
350
clients represented
Questions & Answers
What are your goals?
I hope to represent AXIS Capital Holdings in a number of preferred stock and senior debt issuances. I wish to act as counsel to the underwriters in many other debt and equity financing transactions for banks, thrifts, insurance companies and other financial services companies, including Artisan Partners Asset Management, Cullen/Frost Bankers, First Horizon, Symetra Financial, TCF Financial and Texas Capital.
I also aspire to one day become a partner or open my own practice.
What is the biggest case you worked on?
I advised the underwriters in the IPO of Opus Bank in May 2013, in the IPO of Capital Bank Financial Corp in September 2014, in the IPO of EverBank Financial Corp in May 2012 and in the IPO of First Interstate BancSystem in March 2010, which was the first IPO of a financial institution since the financial crisis. My IPO experience also includes representing Patriot National on its IPO in March 2014Â and The Blackstone Group on its $4.8 billion initial public offering in June 2007. IÂ regularly advise JPMorgan Chase in its capital markets transactions, including in its $5.8 billion common stock offering to repay its TARP preferred stock in July 2010, as well as numerous preferred stock and senior and subordinated debt issuances.
Why did you choose this profession?
My passion is focusing on corporate finance and general corporate matters, and I have represented both issuers and underwriters in initial public offerings, high yield and investment grade debt financings, convertible debt offerings, preferred stock offerings and other public and private corporate finance transactions. My practice includes initial public offerings and a broad range of equity and debt securities offerings for financial institutions.
