Capabilities
Practice areas
Two decades of in-house and advisory legal leadership across regulated mortgage, consumer lending, fintech, and proptech businesses — spanning the full corporate, transactional, and compliance lifecycle. Select an area to learn more.
Capital Markets
Negotiating and documenting financing, secondary-market, and credit transactions for lenders and high-growth platforms.
Consumer Lending
Representing lenders in loan origination, servicing, and compliance across regulated, multi-state mortgage and consumer-lending businesses.
Corporate Governance
Advising boards and management on governance, corporate-secretary duties, and ethical best practices.
Regulatory & Compliance
Building and running compliance programs that satisfy federal, state, and local requirements across multi-state operations.
Data Protection & Privacy
Developing privacy programs, policies, and terms of use that implement state and federal data-protection requirements.
Employment & HR
Advising on employment-law compliance and drafting the HR documents that growing companies depend on.
Insurance
Evaluating and binding traditional coverages and administering claims.
Intellectual Property
Prosecuting and administering patents, trademarks, and copyrights — including software copyright and trademark portfolios.
Investment Fund Formation
Counseling exempt reporting advisers (ERA) and registered investment advisers (RIA), and structuring alternative asset funds.
Mergers & Acquisitions
Representing public and private companies in mergers and acquisitions, from diligence through close.
SEC Reporting
Preparing registration statements and periodic reports and monitoring securities-law compliance.