K&L Gates > Washington DC, United States > Firm Profile

K&L Gates
1601 K STREET, N.W.
WASHINGTON DC 20006-1600
United States

Industry focus > Transport: shipping - litigation and regulation Tier 1

K&L Gates‘ ‘top-flight' team is routinely turned to for its US and international maritime industry and regulatory capabilities, advising clients on arrests, attachments and seizures of vessels and cargo, along with cargo claims, vessel collisions, allisions and groundings. It also covers personal injury and death matters, marine insurance claims, maritime contractual disputes, and piracy. Boston-based practice head Jeffrey King focuses on commercial litigation and arbitration involving maritime and transportation matters, while Emanuel Rouvelas has longstanding experience in advising global shipping companies’ CEOs. Also highly regarded are ‘brilliant strategistMark Ruge; co-leader of the policy and regulatory practice Michael Scanlon; William Myhre, who has over 40 years’ experience in representing maritime clients; and the ‘strategic and detail-oriented Darrell Conner. Elsewhere, New York-based George Kontakis handles both commercial and criminal matters, Boston’s Luke Reid‘s workload covers maritime investigations and litigation alongside environmental regulatory compliance, while Jorge Romero regularly assists with compliance issues. The associate pool includes Elle Stuart and Luke Steinberger, along with Ifigeneia Xanthopoulou in New York. All attorneys named are the in firm’s Washington DC office, unless otherwise stated.

Testimonials

I can’t say enough good things about the K&L team! They are top-flight professionals, as well as people of unimpeachable integrity and candor.

They give their profession a good name!

The K&L Gates team helps our trade association with antitrust guidance, lobbying and legal transportation issues. They act like part of our team, almost like they are our in house counsel.

The combination of skill, connections, integrity and personal qualities make K&L an easy team to work with.

The individuals we work with are responsive, dedicated, knowledgeable and very human. They really connect with our team members and manage us through difficult situations.

Mark Ruge is a brilliant strategist, forward thinker, and awesome human being with a collaborative approach.

Darrell Conner is strategic and detail oriented – he knows his stuff better than anyone. Great guy!

Key clients

SCIH Salt Holdings

Kissner Group Holdings

Tote

Global Ports Group

MostonTR Pazarlama

Ripley Entertainment

VanEnkevort Tug & Barge

American Maritime Partnership (f/k/a Maritime Cabotage Task Force)

Norwegian Cruise Line Holdings

Matson

American Seafoods Company

M&A/corporate and commercial > M&A: middle-market ($500m-999m) Tier 1

K&L Gates is home to 400 corporate lawyers located across five continents and is extremely active on the cross-border front; its lawyers operate across a wealth of industries, with particular accomplishment in the technology, life sciences, healthcare, financial services, energy, transport and manufacturing fields. Robert Zinn splits his time between New York and Pittsburgh and notably serves as global leader of the firm’s global FinTech practice. Elsewhere, Annette Becker has garnered 25 years’ worth of experience in M&A, corporate governance and strategic relationships, operating from the Seattle office, while over in Chicago, Mark McMillan serves a broad client roster, ranging from owners of Fortune 500 companies through to emerging entities. At the more junior end of the partnership spectrum, Calvina Bostick, a New York lawyer, is acclaimed among media and insurance players whereas Charlotte-based Leah Baucom is developing a prominent reputation for spin-offs, LBOs, shareholder defense and special committee representation matters.

Practice head(s):

Bob Zinn; Rick Giovannelli; Annette Becker; Mark McMillan

Other key lawyers:

Testimonials

‘K&L Gates delivers a unique combination of world-wide reach (e.g., offices throughout Asia and Europe), quality legal support, and competitive billing/engagement models. For a smaller company engaging with customers, suppliers and other counterparties around the world, it allows my company to “punch above its weight” with the support of a cost-competitive global law firm.’

‘Provides a local approach to service with access to the resources of a global firm when the situation requires highly specialized expertise.’

‘The team is very fast, pragmatic and they work cohesively. They are also versatile enough to represent the company in a variety of different types of M&A transactions.’

‘Kevin Stichter is supportive, highly experienced and deal oriented. He is at his best when diffusing difficult issues. Leah Baucom can handle many details and is technically excellent.’

‘We primarily work with Ken Marlow’s Nashville based team, though we had one engagement with Rebecca Schaefer. Both are willing to let our in-house team take first chair and Ken’s team is especially practical and timely.

Key clients

Sinch Holding AB

II-VI Incorporated

Microsoft Corporation

Hexagon

Exact Sciences Corporation

Johnstone Supply

Red Ventures Holdco, LP

AeroVironment, Inc.

SPX Corporation

I Am Beyond LLC d/b/a Beyond Yoga

Spartacus Acquisition Corporation

rMark Bio, Inc.

Retail Meetup, LLC

ePlus, Inc.

EX Holdings, Inc.

AGC Flat Glass North America, Inc.

Inivata Pharmaceuticals Ltd.

The Goldfield Corporation

Reliant Bancorp, Inc.

Work highlights

  • Advised Sinch AB (publ) (XSTO: SINCH) on multiple acquisitions over the last year, including three billion plus dollar deals, including the $1.9bn acquisition of Pathwire, the $1.3bn acquisition of SMS marketing technology company MessageMedia and the $1.14bn acquisition of Inteliquent.
  • Representing II-VI Incorporated (Nasdaq: IIVI) in its ongoing $6.3bn acquisition of Coherent, Inc. (Nasdaq: COHR), one of the world’s leading providers of lasers, laser-based technologies and laser-based system solutions, for a mix of cash and stock consideration.
  • Representing Microsoft Corporation in its ongoing acquisition of RiskIQ, a leader in global threat intelligence and attack surface management.

Dispute resolution > E-discovery Tier 2

K&L Gates‘ e-discovery analysis and technology group (e-DAT) is brought in by companies from numerous industries to act as national or special discovery counsel. In addition to representing clients in litigation and arbitration proceedings, the firm provides advise on litigation readiness, document production and pre-trial support. In Seattle, Julie Anne Halter advises on discovery issues in proceedings relating to IP, securities and banking, antitrust, products liability and real estate, in addition to assisting with government and internal investigations and public records act requests. Thomas Smith, who co-leads the group from Pittsburgh alongside Halter, is another seasoned litigator, and was responsible for establishing the e-DAT department in 2004.

Practice head(s):

Julie Anne Halter; Thomas Smith

Key clients

NEP Group, Inc.

Government > Government relations Tier 2

K&L Gates’ public policy group provides strategic counsel and policy advocacy, advancing legislative and regulatory objectives for public and private organisations across a number of industries. Offering a holistic view, the group is notable for its high-level technology expertise, particularly where it intersects in emerging areas such as commercial spaceflight, sustainability, and national defense, helping clients navigate the full policy life cycle, from legislation, to regulation, including dispute resolution. Bipartisan in its practice with a deep bench of expertise, the firm has a global reach, as well as strategic state and local presence. Emanuel Rouvelas  has enjoyed a distinguished career, often working with the executive branch and Congress on international trade and transport matters following his notable maritime law expertise. Michael Scanlon is also a leader in the maritime law space. Karishma Shah Page is the go-to practitioner for Fortune 500 companies, national trade associations, and tax exempt entities with technical policy issues. David Wochner is counsel to and represents a number and wide range of clients in the energy industry, advising on matters where federal policy and regulatory issues impact commodities and infrastructure, particularly in the natural gas, LNG, and hydrogen energy sub-sectors. Alongside the prior three, Darrell Conner is also a leader in the group. Also of note are Bruce Heiman, a cyber security and privacy policy expert; Daniel Crowley who specializes in financial services and capital markets; and emerging technology expert Paul Stimers. All practitioners mentioned are based in Washington DC.

Practice head(s):

Michael Scanlon; David Wochner; Darrell Lonner; Karishma Page

Key clients

Transportation Institute (TI)

Church Alliance

Redwire Space Inc.

Quantum Industry Coalition

Coalition to advocate for 179D, the Energy Efficient Commercial Building Deduction

Avis Budget Group

Pitney Bowes, Inc.

SSL-MDA, d/b/a Maxar Technologies

California Public Employee Retirement System (CalPERS)

The Package Coalition

U.S. Chamber of Commerce

Receivables Management Association International

Index Industry Association

American Roll-on Roll-off Carrier Group

Global Ports Group

NextDecade Corporation and NEXT Carbon Solutions

Work highlights

  • Advised California Public Employee Retirement System (CalPERS) and guided their investment committee and board of directors on corporate governance and financial regulatory reform issues in the U.S. as well as in the EU and UK.
  • Advised Pitney Bowes on a wide range of government relations matters for over 20 years.
  • Advised Transportation Institute as outside counsel for several decades, assisting in projects in substantive areas ranging from international trade to defense to maritime industry promotion.

Industry focus > Energy regulation: electric power Tier 2

K&L Gates advises a diverse range of clients, from traditional electric utilities to grid-edge developers on renewable generation, transmission and storage technologies. The group has a strong focus on energy storage matters, assisting offshore wind and energy storage clients in high-profile FERC litigations and changing capacity market tariffs, as well as advising on interconnection of utility-scale generation facilities. Practice leadership is split between Seattle-based duo Elizabeth Crouse and Teresa Hill and San Francisco-based Buck EndemannDonald Kaplan (litigation and administrative representation with particular emphasis on economic regulation and pricing issues in regulated industries); April-2021 arrival from Pierce Atwood LLP, Ruta Skucas, and Kimberly Frank (both of whom handle utility regulatory matters before the FERC and state agencies) are all key practitioners. Former department head David Hattery moved in house in April 2021.

Practice head(s):

Elizabeth Crouse; Buck Endemann; Teresa Hill

Other key lawyers:

Donald Kaplan; Elizabeth Thomas; Kari Vander Stoep

Key clients

SOO Green HVDC Link ProjectCo

XO Energy

Financial Marketers Coalition

PJM Transmission Owners

Renewable Energy Buyers Alliance

TransAlta Energy Marketing (US)

Work highlights

  • Assisted SOO Green HVDC Link ProjectCo with preparing and filing a complaint to the Federal Energy Regulatory Commission (FERC) regarding the difficulties of connecting to the grid managed by PJM Interconnection.
  • Filed a complaint (April 2020) with FERC on behalf of XO Energy challenging the Financial Transmission Right forfeiture rule; the regulatory body subsequently ruled (May 2021) that PJM’s current implementation of the rule is unjust and unreasonable.
  • Advised Financial Marketers Coalition on ISO/RTO credit issues, including speaking at FERC technical conference on ISO/RTO credit policy requirements and preparing comments following the technical conference.

Industry focus > Energy: renewable/alternative power Tier 2

Noted for its in-depth knowledge of corporate energy sourcing, whereby energy consumers step directly into the energy supply stream, K&L Gates boasts an impressive track record of non-utility buy-side renewable power purchase agreements. The team is particularly well positioned to assist clients in a range of industries with purchasing renewable power, installing on-site distribution generation, and procuring carbon reductions. Energy storage is also among the core areas of expertise for the department, which has been increasingly engaged by clients seeking to pair energy storage resources with new or existing solar and wind assets. In addition, practitioners are seasoned in the entire spectrum of renewable project development, including but not limited to renewable natural gas and hydrogen projects. Based in Seattle, Elizabeth Crouse  is particularly sought after by investors, developers and operators in the renewable and carbon capture industries. Buck Endemann in San Francisco is a ‘recognized leader in the biogas and broader renewable energy project development industry‘.

Practice head(s):

Elizabeth Crouse; Buck Endemann

Other key lawyers:

William Holmes; Eli Hinckley; Kenneth Gish; Lana Le Hir

Testimonials

‘Buck Endemann is an outstanding lawyer and recognized leader in the biogas and broader renewable energy project development industry.’

Key clients

Microsoft Corporation

Brookfield Renewable Partners LP

EDPR

Marin Clean Energy

Ever-Green Energy

EDF Renewables

Core Solar, LLC

Sustainable Capital Finance

Sojitz US

Southwest Gas Corporation

Port of Seattle

Work highlights

  • Representing Microsoft in the preparation of the contracts for the procurements, and in the preparation and negotiation of the carbon removal procurement contracts with individual carbon removal projects located around the world.
  • Represented Brookfield Renewable Partners LP (NYSE: BEP) in its $810mn acquisition of Exelon Generation Company’s distributed generation development platform and development team.
  • Advised EDPR on all aspects of the negotiation of a build-transfer agreement pursuant to which EDPR will build and transfer to an investor-owned utility a 200 MW solar project located in Indiana.

Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 2

The calibre of clients instructing K&L Gates is testament to the ‘extraordinarily knowledgeable‘ firm’s standing in the registered funds market; Federated Hermes and John Hancock Investment Management are just two of the notable names on this roster. The offering is particularly adept in the transactional and regulatory spheres, and regularly handles key acquisitions, enforcement and litigation both in the US and abroad. The group’s leadership is split between three respected practitioners – the Washington DC office fields Mark Amorosi – whose broad workload also spans fund formation mandates – and Ndenisarya Bregasi, who ‘leads through example‘. Their counterpart in Boston is Michael Caccese, whose team on the ground comprises such recommended attorney as Mark Goshko and Clair Pagnano. The department’s reputation for proving itself ‘smart and creative when confronting new situations‘ ensures that ETFs, open-end, and closed-end funds frequently rely on its expertise when novel and complex issues arise.  

Practice head(s):

Mark Amorosi; Ndenisarya Bregasi; Michael Caccese

Other key lawyers:

Robert Zutz; Claire Pagnano; Mark Goshko

Testimonials

‘The K&L Gates’ registered funds practice group provides exceptional legal service. The professionals are able to consider fact patterns from multiple perspectives and respond in a way that is anticipatory of the types of follow-up questions they might receive. The team is also incredibly timely and responsive. They are collaborative and more like team members than service providers.’

‘The individuals are personable, friendly, and inviting, and, importantly, are willing to take alternative opinions into consideration when rendering advice. They understand that there is no black/white and that the facts and circumstances of different scenarios may warrant a different approach, even if that’s an unusual one.’

‘The team is very experienced and able to provide timely, practical solutions to a ranges of issues we run across on a day to day basis.’

‘Depth and range of knowledge of the entire team. Ability to work collaboratively with a number of individual personalities in an effective manner. Having worked with a number of different law firms throughout my career, I am extremely impressed with the quality of K&L’s work and the depth of the firm. Not only are they well-versed in the investment management industry but the team also is able to draw on the litigation, tax, pension, and corporate practice groups (to name but a few) to assist the board.’

‘We are so proud that the K&L team assigned to our account is not only diverse but an all female team. Ndenisarya Bregasi who leads the team is an extremely qualified and knowledgeable individual who leads through example. She has assembled such an accomplished team and the board members are able to witness her leadership, guidance and mentoring at each meeting.’

‘Broad expertise in all areas relating to registered funds. Highly responsive and easy to work with.’

‘Extraordinarily knowledgeable and responsive team, deep expertise on all aspects of mutual fund and ETF legal and regulatory policy, smart and creative when confronting new situations.’

‘Available and accessible, prepared to work on even very tight timetables to respond to late-breaking issues at board meetings, always ready to meet members of our fund board “where they are” and to provide more background or detail for those who need it.’

Key clients

Touchstone Advisors, Inc.

Federated Hermes, Inc.

John Hancock Investment Management

Victory Capital Management and USAA Funds

Equitable Investment Management and Equitable Funds

International Value Advisers (IVA)

Eaton Vance Management

Oakmark Funds and the Independent Trustees

Independent Trustees of the Voya Funds

Direxion Funds

Independent Trustees of the TIAA-CREF Funds

Ariel Funds and the Independent Trustees

Work highlights

  • Advised Federated Hermes on their recent acquisition of $568m in mutual fund assets from Horizon Advisers, and subsequent reorganization of nine mutual funds.
  • Serving as primary M&A deal counsel and fund counsel to Touchstone Advisors in connection with its acquisition of the AIG Life & Retirement’s Retail Mutual Funds business.
  • Serving as primary counsel for John Hancock Investment Management and John Hancock Variable Trust Advisers, the advisers for all John Hancock US investment companies.

M&A/corporate and commercial > Delaware counsel Tier 2

The group at K&L Gates possesses ‘many years of experience in the Delaware market and an insight into ongoing Delaware legislation and case law’. It leveraged its global network to advise clients on Delaware law long before the Wilmington office was founded in 2013 by practice head Scott Waxman. He regularly acts for financial institutions acting as service providers and counsels on issues relating to statutory trusts. The ‘responsive and knowledgeableEric Feldman concentrates his practice on alternative entities and general business matters. With nearly 25 years of experience, Nicholas Froio is well-equipped to assist clients with issues relating to structuring, operation, and governance of Delaware alternative entities.

Practice head(s):

Scott Waxman

Other key lawyers:

Testimonials

‘K&L’s Delaware practice group is excellent. With many years of experience in the Delaware market and an insight into ongoing Delaware legislation and case law, I believe their knowledge of Delaware law is top of the line.’

‘Eric Feldman is the partner that leads Delaware matters for our account. We have found him to be very responsive and knowledgeable. His explanation of matters is very thorough. We would highly recommend him to other clients.’

Key clients

VICI Properties Inc.

Lone Star Funds/Lone Star Real Estate Funds

Wilmington Trust, N.A.

Wells Fargo Bank, N.A.

International Paper/Sylvamo Corporation

Bloomberg Finance, L.P.

The Goldfield Corporation

Avante Capital Partners

Azul Investments LLP

Exact Sciences Corporation

Work highlights

  • Advised VICI Properties on matters of Delaware law in connection with its acquisition of MGM Growth Properties.
  • Advised Exact Sciences Corporation on its $2.15bn acquisition of Thrive Earlier Detection Corp.
  • Advised Lone Star Funds/Lone Star Real Estate Funds on various Delaware law organizational, operational and financing matters.

Dispute resolution > Corporate investigations and white-collar criminal defense

K&L Gates offers a large global team with practitioners in North America, Europe and Asia, which advises on a broad range of white-collar crime matters and investigations. The team is headed by the Washington DC-based Stephen Topetzes and Brian Saulnier in Pittsburgh. Topetzes is recommended for government investigations, regulatory matters, litigation and internal investigations; Saulnier, who is dual-qualified in the US, and England and Wales, handles corruption matters, such as FCPA and UK Bribery Act (UKBA) issues. Robert Higdon joined from the Eastern District of North Carolina US Attorney’s Office and operates between Research Triangle Park and Washington DC.

Practice head(s):

Stephen Topetzes; Brian Saulnier

Other key lawyers:

Thomas Ryan; Mark Rush; Christopher Nasson; David Rybicki; Andrew Wright; Robert Higdon

Testimonials

‘Accessible, team oriented, and maximize the use of associates when appropriate.’

‘Christopher Nasson is knowledgeable in various subjects.’

‘Christopher Nasson is a terrific attorney and a very easy person to work with.’

‘Christopher Nasson is a pragmatic problem-solver who I feel confident turning to in helping to solve a variety of problems.’

Key clients

George Kent

Bradley C. Reifler

Westinghouse Electric Company

Sembcorp Marine

Michael Taylor

Government > Government contracts Tier 3

K&L Gates’ government contracts and procurement policy department is praised by clients for its ‘outstanding support’ and ‘excellent knowledge’. Based in Washington DC, the team offers comprehensive counselling, litigation, and regulatory expertise, and is praised for its competence and track record in pursuing and defending federal bid protests, and internal and agency investigations. The group is adept in advising technology and Fortune 100 companies on IP rights and responsibilities under government contracts, as well as non-procurement agreements. Following her promotion to partner in March 2021, Amy Conant-Hoang co-leads the practice along side renowned bid protest litigator Stuart Nibley, and David Yang, a data rights, cost accounting, and bid protests specialist. Associate Erica Bakies is also of note, particularly in relation to internal investigations and disputes. Sarah Bugart is also recommended.

Practice head(s):

Stuart Nibley; Amy Hoang; David Yang

Other key lawyers:

Testimonials

‘Amy Hoang is the reason we use this firm. She is the best in the country at this work.’

‘They are extremely knowledgeable. They are quick studies and generally, I have never had to explain something twice.’

‘Stu Nibley, Amy Hoang and Erica Bakies are the folks I rely on most. They are efficient, professional but also very pleasant to work with.’

‘This team has a deep knowledge of when you can protest agency action, what other avenues may be available for a disappointed offeror and most importantly, knows how to communicate with the business to pull out the relevant facts for addressing issues with government contracting.’

‘Amy Hoang and Erica Bakies both take their deep knowledge and use it to communicate with different audiences to get the needed result. They are true advocates in knowing what facts are relevant to which audience.’

‘Outstanding Support! The K&L Gates Team has always been there for our company whenever the need has presented itself, no matter the shortness of the suspense, late at night or on weekends.’

‘Three of the smartest, hardest working individuals are Amy Conant-Hoang, Erica Bakies, and Sarah Burgart. Each of them are individually excellent and when they have combined their efforts on our behalf in support of contract disputes, protests and claims they are have an impressive record of success. They are, by far, the best legal team we have retained out of the many outsourced in support of our mission. I highly recommend and fully support any action that recognizes the high standard of excellence of the K&L Gates team!’

 

Key clients

Fluor Government Group; Fluor Enterprises, Inc.; Fluor Intercontinental, Inc.

T-Mobile

Slalom Consulting

Valor Healthcare

IMEG Corp.

Vigor Marine LLC

Day & Zimmerman; SOC LLC

PPG Industries, Inc.

American Water

CDW Government LLC

Garney Federal

Barbaricum LLC

Washington Business Dynamics LLC

Work highlights

  • Defended Technica LLC in a bid protest challenging the award of a $183M logistics task order.
  • Advising Fluor Intercontinental in administration of a multi-billion cross-border logistics contract.
  • Assisted a large engineering company in an internal investigation regarding small business set-aside compliance.

Industry focus > Energy transactions: electric power Tier 3

Full service firm K&L Gates handles M&A, joint ventures, debt and equity offerings, project development and project finance matters related to the conventional power field. Strengths of the practice include corporate energy sourcing issues, as well as acting for institutional investors, including offshore funds, on a range of matters. The team is co-led by Elizabeth Crouse, based in Seattle, who has particular expertise in the carbon capture and renewables industries; San Francisco-based Buck Endemann, who focuses on renewables; and energy and infrastructure specialist Teresa Hill in Seattle.

Practice head(s):

Elizabeth Crouse; Buck Endemann; Teresa Hill

Other key lawyers:

Eric Freedman

Testimonials

Great knowledge of the industry.

Key clients

Municipality of Anchorage

ConnectGen

Brookfield Renewable Partners

Unico Solar Investors

EDPR

Starbucks Coffee Company

TransAlta Renewables

La-Z-Boy Incorporated

Kellogg Company

Microsoft Corporation

Industry focus > Insurance: advice to policyholders Tier 3

David F. McGonigle leads the insurance recovery and counseling practice at K&L Gates from the firm’s office in Pittsburgh, drawing on experience as lead coverage counsel in a variety of forums, from state and federal courts, to bankruptcy courts, arbitrations and private mediations. The team has expertise in aggregating claims against multiple insurers in a policyholder-friendly forum and can also make use of the firm‘s global footprint. Donald W. Kiel in Newark handles primary and excess pollution liability, property damage and business interruption as well as directors and officers insurance coverage claims, while Jonathan M. Cohen in Washington DC focuses on coverage in disputes involving product liability, product recalls, and supply chain issues.

Practice head(s):

Other key lawyers:

Key clients

Arkema

DBR Dorado Ventures, LLC

Eaton Corporation

Electrostim Medical Services, Inc. d/b/a EMSI

Hexcel

Honeywell International Inc.

Pentax of America, Inc.

PPG Industries, Inc.

Solvay Specialty Polymers USA, LLC

Westlake Chemical Corporation

Industry focus > Transport: aviation and air travel - finance Tier 3

K&L Gates‘ clients range from lenders and lessors, to airlines and aviation sector new technology providers. The team regularly advises on the financing programs for manufacturers of hydrogen fuel tanks, magnetic propulsion, range services, and aircraft and aerospace technology acquisitions. It has also recently assisted with major restructuring matters. Heading the Americas air finance practice from New York, Elizabeth Evans‘ practice covers aviation finance (both fixed wing and rotary). In Charleston, Amanda Darling focuses on asset and project finance, while Miami-based Marie-Pierre Grondin is a former deputy general counsel of GA Telesis, an aircraft engine overhaul and repair station.

Practice head(s):

Testimonials

The caliber of team members is uniformly high, regardless of the area of practice. I have not been disappointed by any individual I have consulted at the firm.

The team was able to set out all the options when planning my aircraft purchase. They knew who to talk to and were able to do the research quickly and efficiently.

The people working at K&L Gates are all very professional and skilled.

They get the job done 100% and are always there for us.

Their ability to communicate without any stress is a huge deal for our business. We cannot thank them enough for how good they are.

It is hard to find an individual who combines just the right mix of subject expertise with the realism and irrefutable logic to persuade even the most recalcitrant opponent during negotiations. Aviation and aerospace partner Elizabeth Evans is precisely such a person. After two decades of collaboration and many transactions, I find her intellect, dedication, and practical creativity to be second to none.

Amanda Darling is amazing – well versed and extremely capable.

Amanda Darling’s work is exquisite and super fast, and she is available 24/7.

Key clients

Lufthansa Sky Group

LSG Sky Chefs USA

VeriJet

CareFlight

SMBC Aviation Capital

TC Skyward Aviation US

JP Lease Products & Services Co

Republic Airways

Chishima Real Estate Co

Tokyo Century Corporation

JSSI Parts

Work highlights

  • Advised Tokyo Century Corporation, as exiting junior lender and incoming equity provider, on a lease restructuring with LATAM Airlines Group.
  • Advised Lufthansa Sky Group (and its affiliates) on the funding available under CARES II.
  • Assisted TC Skyward Aviation US (as senior and mezzanine lender) on the financing, security, lease negotiation and purchase of certain Boeing 787 Dreamliner components.

Intellectual property > Trademarks: non-contentious (including prosecution, portfolio management and licensing) Tier 3

K&L Gates advises global household clients like Abercrombie & Fitch and TripAdvisor on the clearance, prosecution and maintenance of their trademark portfolios. In Boston, IP practice group partner David Byer specializes in trademark, trade dress, advertising and distribution issues. Susan Kayser in Washington DC assists clients in the fashion, luxury, tech, food, and consumer products sectors. Strategic expansion licensing and enforcement expertise is brought by Pam Jacobson in Seattle. Added support is provided by Eric Lee in Boston, whose work spans the e-commerce, music, travel, software, medical devices and pharmaceutical industries. The team is directed in the US by Bob Barrett in Chicago.

Practice head(s):

Testimonials

‘They take the time to get to know their clients and their clients’ business, and they provide solid, practical advice. They are proactive and timely.’

Key clients

Abercrombie & Fitch

Kudelski Group

Minitab

The Icelandic Milk & Skyr Corporation

TripAdvisor

Valve Corporation

YWCA USA

Zillow Group

Zulily

SharkNinja

Work highlights

  • Advising TripAdvisor on trademark management.
  • Advising Abercrombie & Fitch as primary U.S. trademark and copyright counsel.

Media, technology and telecoms > Fintech Tier 3

K&L Gates has a well regarded fintech practice that approaches the market from several different angles. On the transactional side, key areas of expertise include partnering agreements between banking and fintech clients, where the team regularly assists both sides of the table, as well as advice on M&A and corporate financings. The group also has a strong cadre of financial service regulatory lawyers with good experience of related contentious and non-contentious issues. Another increasingly important plank in the firm’s offering is its experience in digital assets, blockchain and cryptocurrencies. Lead partners include New York’s Judith Rinearson who has an impressive industry background in payments systems and financial services. Robert Zinn, who divides his time between Pittsburgh and New York, is a key contact for related M&A, while Washington DC partner Jennifer Crowder is highly experienced on the regulatory side.

Practice head(s):

Judith Rinearson; Robert Zinn

Other key lawyers:

Key clients

Foris DAX d/b/a Crypto.com

Goldman Sachs & Co

Ingo Money

Metallicus/First Blockchain Bank/ MetalPay

PaysafeCard

Serent Capital

Syncapay/DaVinci Payments

UBS Americas, Inc. JPMorgan (via subsidiary JPMC Strategic Investments I Corporation)

Barclays PLC (via subsidiary Barclays Investments Unquoted Limited)

Wells Fargo & Company

Work highlights

  • Advised a subsidiary of Goldman, Sachs & Co and two of its affiliates in connection with the Series C Preferred Stock financing of Amount, Inc., an online banking platform for digital financial services.
  • Helped MetalPay launch cryptocurrency exchanges in the EU and US, and provided regulatory guidance in establishing P2P payments platform; also advised the client on its application for a federal banking charter.
  • Advised a subsidiary of Wells Fargo & Company in connection with the Series A Preferred Stock financing of Trovata, an automated cash reporting and forecasting platform utilizing multi-bank API data aggregation.

Dispute resolution > General commercial disputes Tier 4

K&L Gates‘ dispute resolution offering spans securities, business torts, bankruptcy, banking, antitrust, white-collar crime, product liability, environmental, professional liability, class actions, employment litigation, and intellectual property litigation, among others. The client portfolio includes national and international companies from the software and electronics, financial services, pharmaceutical, and manufacturing, as well as from the construction, food & beverage, and entertainment sectors. Pallavi Mehta Wahi in Seattle specialises in disputes with connection to corporate and technology. The Pittsburgh-based Thomas Birsic is well versed in class actions, business disputes, environmental and toxic torts, and shareholder disputes. Jeffrey Patterson in Boston and Melissa Tea in Pittsburgh lead the practice.

Practice head(s):

Jeffrey Patterson; Melissa Tea

Other key lawyers:

Thomas Birsic; Pallavi Mehta Wahi; Joe Welborn; Artoush Varshosaz

Testimonials

‘Joe Welborn is one of the best lawyers in the market. On case after case, he helps us develop paths to a successful resolution with minimal imposition on our teams.’

‘No one works harder to understand our business and to support our personnel who are caught up in litigation.’

‘I have found it comforting that they always pull from their roster the right attorney for the right issue I face. The collaboration aspect is definitely a well-honed aspect of the firm.’

‘Artoush Varshosaz was very tuned into the facts of the case and I felt my best interest was always first and foremost. Artoush was brilliant in both depositions and dealing with the court/judge which I felt was not really tuned into the facts of the case. His patience prevailed and as did my case… Very happy with the firm!’

Key clients

Alcoa Corporation

Arkema Inc.

Crane Co.

Honeywell International Inc.

Howmet Aerospace

PNC Bank, N.A.

PPG Industries, Inc.

U.S. Steel

Work highlights

  • Representing PPG Industries as national coordinating counsel for the company’s nationwide asbestos liabilities.
  • Representing Arkema in connection with damages and liabilities arising from a series of well-publicized fires.
  • Served as lead counsel to Quest in a multi-million dollar breach of contract dispute with an independent vendor relating to obligations under a Master Services Agreement.

Industry focus > Energy litigation: electric power Tier 4

K&L Gates represents a diverse range of clients in the electric power industry, from traditional electric utilities to grid-edge developers in renewable generation, transmission and storage technologies. It also regularly advises on the interconnection of utility-scale generation facilities and compliance with FERC and state regulations, as well as assisting on market tariffs and rules in high-profile FERC litigation. Based in San Francisco, Buck Endemann co-chairs the practice with Elizabeth Crouse and Teresa Hill in Seattle. Washington DC-based partner Donald Kaplan is another key practitioner, focusing on representation before courts and administrative agencies. Elizabeth Thomas in Seattle is noted for her renewables expertise.

Practice head(s):

Elizabeth Crouse; Buck Endemann; Teresa Hill

Other key lawyers:

Donald Kaplan; Elizabeth Thomas; Kari Vander Stoep

Key clients

SOO Green HVDC Link ProjectCo, LLC

XO Energy, LLC

PJM Transmission Owners

Oklahoma Gas and Electric Company

PPL Electric Utilities Corporation

Industry focus > Energy litigation: oil and gas Tier 4

K&L Gates is particularly known for handling upstream oil and gas disputes. The practice group regularly represents lessees before municipal regulatory agencies as well as in litigation concerning the impact of municipal ordinances on oil and gas operations. It also has expertise in hydraulic fracturing litigation and is adept at handling class action cases. Jamie Bryan and Clare Kempkens co-lead the group from Fort Worth and London, respectively. Splitting his time between Fort Worth and Houston, Jeffrey King is another key figure at the practice. Former practice head Sandra Safro moved in house as associate GC at Edison Electric Institute in August 2021.

Practice head(s):

Jamie Bryan; Clare Kempkens

Other key lawyers:

Jeffrey King; Elizabeth Tiblets; Travis Brannon

Testimonials

Very good team, with good local knowledge.

Travis Brannon. Travis is a stand-out associate who is very good at client-oriented communications.’

Key clients

Enterprise Products Partners

TH Exploration II and Tug Hill Operating

TH Exploration

Sunoco Partners Marketing and Terminals

Continental Resources

EQT Production Company

Pachira Energy

SWN Production Company

Work highlights

  • Acting as lead litigation counsel to Enterprise Products Partners in a temporary restraining order, temporary injunction and litigation matter related to developing subdivision encroachments over a high-pressure pipeline in Parker County, Texas.
  • Acting as eminent-domain litigation and acquisition counsel to Enterprise Products in connection with the construction of the 92-mile Baymark Pipeline (for natural gas liquids), from Bayport, Harris County, Texas, to Markham in Matagorda County, Texas.
  • Acting as eminent-domain litigation and acquisition counsel to Enterprise Products in connection with the construction of the 443-mile South Texas NGL Pipeline, with approximately 140 new miles of pipeline being added in three new segments as part of the current project.

Industry focus > Energy regulation: oil and gas Tier 4

The team at K&L Gates has extensive experience in the regulation of natural gas pipeline transportation and storage, as well as LNG imports and exports. A key area of focus for the group cncerns the issues impacting the development of the hydrogen market, including siting, economic and safety regulations. David Wochner is the main contact in Washington DC, advising clients on federal regulatory and policy issues relating to energy infrastructure and commodities. London-based Clare Kempkens and Jamie Bryan in Fort Worth co-chair the practice. Sandro Safro moved in house in August 2021.

Practice head(s):

Jamie Bryan; Clare Kempkens

Other key lawyers:

Testimonials

The team has excellent knowledge and experience with FERC. They anticipate issues and continuously advise of trends and issues that we should be aware of.

David Wochner is an amazing attorney with great experience in regulatory energy law. He is always on point, aware of issues and extremely thorough in his analysis.

Key clients

NextDecade – Rio Grande LNG

Magnolia LNG

Texas LNG Brownsville

Andalusian Energy

Entergy Services

Commonwealth LNG

Next Carbon Solutions

Work highlights

  • Advising and representing NextDecade – Rio Grande LNG  on a wide range of regulatory matters related to its proposed LNG export project in south Texas, which -when constructed- will be the largest private infrastructure project in Texan history.
  • Advising Magnolia LNG on several regulatory and policy issues potentially impacting a proposed LNG export terminal in Louisiana.
  • Assisting Texas LNG Brownsville in relation to its FERC authorization to site, construct, and operate an LNG export facility.

Industry focus > Environment: litigation Tier 4

K&L Gates houses a group of environmental and regulatory specialists whose experience cuts across air, waste management, water, wetlands, mining and oil and gas. The team has strong working relationships with federal ad state regulatory authorities, making it well-positioned to assist major businesses and industry groups in administrative proceedings, permitting issues, and remediation claims. Based in the Newark office, Brian Montag ‘has a breadth of knowledge and expertise in environmental litigation‘. He is regularly retained by clients in the construction, manufacturing, telecoms and chemical sectors in mandates involving environmental justice, Superfund sites, and toxic tort. He jointly heads up the environmental practice Craig Wilson in Harrisburg and Seattle-based Ankur Tohan.

Practice head(s):

Brian Montag; Craig Wilson; Ankur Tohan

Other key lawyers:

Joseph Lagrotteria; David Raphael

Testimonials

‘Very knowledgeable regarding environmental laws and regulations, with the extra strength of understanding the constitutional underpinnings or lack thereof. Team with varied skills but work as a team with no ego battles.’

‘Combination of knowledge and skill with low key, laid back approach make them a pleasure to work with.’

‘Brian Montag not only has a breadth of knowledge and expertise in environmental litigation situations, he also understands where and when he needs more information. He never walks into a situation where he hasn’t gone through a process of elimination trying to determine next steps. His professionalism also precedes him making him incredibly capable to come to agreement with counterparties that are not sure where the client may stand but know they can trust Brian.’

Key clients

Gary Development Landfill PRP Group

Lubrizol

Tilcon New York Inc.

Cooperating Parties Group (CPG)

Chemsol PRP Group

PPG Industries

Ford Motor Company

BNSF Railway Company

Penn Cove Shellfish

Gulf of Mexico Reef Fish Shareholders’ Alliance

Sunoco Partners Marketing and Terminals, L.P. (SPMT)

Hanson Aggregates Pennsylvania LLC

Industry focus > Environment: regulatory Tier 4

K&L Gates is sought after by mid-size and Fortune 500 companies in matters involving the regulation of air, water, wetlands, waste management, mining and oil gas before state and federal agencies. The team has an established reputation in the market for its expertise in the fields of brownfield redevelopment, environmental justice and natural resources damages. Clients praise Brian Montag for ‘his breadth and depth of not only knowledge but of contacts in New Jersey‘. He often represents clients from the manufacturing, construction, telecoms and chemicals sectors before environmental agencies regionally and nationally. He co-chairs the practice with Craig Wilson in Harrisburg, who serves as global practice coordinator of the environmental, land and natural resources group. Clients turn to Wilson for assistance with environmental permits for energy and industrial projects. Fellow co-leader Ankur Tohan is based in the Seattle office and specialises in compliance counseling and natural resource development.

Practice head(s):

Brian Montag; Craig Wilson; Ankur Tohan

Other key lawyers:

Timothy Weston; Stanford Baird; Tad Macfarlan

Testimonials

‘Brian Montag continues to impress me and our entire industry with his breadth and depth of not only knowledge but of contacts in New Jersey. So many different times we have asked ourselves “how do we deal with this situation?” and the answer invariably is “Get Brian involved.”’

Key clients

New Jersey Asphalt Pavement Association (NJAPA) and New Jersey Concrete and Aggregate Association (NJCAA)

Ventura Port District

Weyerhaeuser – Water Rights

NextDecade

CPV Power Holdings and affiliates

Specialty Granules LLC.

New York Racing Association

Novozymes North America, Inc.

Industry focus > Healthcare: service providers Tier 4

Clients note that the team at K&L Gates is an ‘important resource in understanding and navigating the ever-changing healthcare laws and regulations.’ The team’s regulatory strength is particularly notable, advising on fraud and abuse matters, as well as data-sharing agreements and Covid-19 matters. Mary Beth Johnston and Richard Church co-lead the team from North Carolina, advising on regulatory and transactional matters respectively. It has also expanded its reach, opening a new Nashville office featuring leading partner Ken Marlowe. Dallas-based Joshua Skora is also recommended.

Practice head(s):

Mary Beth Johnston; Richard Church

Other key lawyers:

Joshua Skora; Ken Marlowe; Rebecca Shcaefer; Gina Bertoloni; Andrew Lloyd

Testimonials

‘My interactions have primarily been with Ken Marlow, and Rebecca Schaefer and Gina Bertolini. For in-house practitioners, it’s important to note that both teams are amenable to the in-house advisors stepping in and out of the first chair role as they juggle other duties. There is also a keen understanding by the Nashville team of the need to balance risk against business goals.’

‘Ken Marlow offers tremendous industry breadth and depth of experience and insight, accessibility and willingness to become a valued advisor without every conversation translating into an invoice.’

‘Rebecca Schaefer and Gina Bertolini – prior experience with AMCs and their constituent parts and challenges.’

‘As a whole, the firm has been an important resource in understanding and navigating the ever-changing healthcare laws and regulations. Their bench depth and breadth offers resources that are crucial when making critical business decisions.’

‘Josh Skora is my primary contact at KLG. He brings significant expertise to the job and is mindful of his clients business dynamics. As such, he proves to be a good business partner we can trust. To summarize his qualities: knowledge, expertise, lack of ego, focused on win-win vs zero-sum strategies, highly collaborative, always willing to help, and continuously learning. We trusted Josh to be a key element of the team to sell our business and he did not disappoint. Unlike many firms that treat such deals as a simple business transaction, Josh understood that this was the culmination of a lifetime of effort and he worked with us to maximize the outcome.

‘Andrew Lloyd is a good example of the resources within KLG that Josh would bring to the table when needed. Andrew was key in working through the agreement details for the sale of our business. His attention to such details is combined with an excellent ability to summarize the details in terms that are understandable by the lay person. I hope to leverage Andrew’s expertise for our next deal.’

‘The attorneys I work with at K&L Gates operate at a high level of integrity when it comes to client care. They are cognizant of our budget constraints as a nonprofit client and are always open and accommodating to feedback regarding fees and time spent.’

‘Not all healthcare lawyers are as familiar with hospice and serious illness care, so it is beneficial to work with experts who understand the unique facets of our service lines. Richard Church has such a wealth of knowledge of the healthcare community and how other types of law intersect with healthcare law, which often decreases the time and number of individuals involved.’

Key clients

McKay Consulting/ Capital DSH

Strategic Reimbursement/ Part C Days

Parkview Health

Rush University System

Coda Consulting

Community Surgical Supply

Ashli Healthcare, Inc

The Lummi Nation

Virginia Premier Health Plan, Inc.

Vidant Health

Hospice of the Carolina Foothills

Shields Health Solutions

VieMed, Inc.

Atrium Health, Cape Fear Valley Health, and Vidant Health

The Johns Hopkins Health System Corporation and JHCSC, LLC

Work highlights

  • Advised Parkview Health on both regulatory and transactional matters.
  • Representing Ashlii Healthcare in its distribution of Ventec ventilators to the state of California.
  • Advised Vidant Health on its clinical integration with the ECU Brody School of Medicine.

Investment fund formation and management > Alternative/hedge funds Tier 4

The team at K&L Gates serves an equally impressive roster of clients on both the sponsor and investor sides, and is well placed to assist notable names across the board with complex business and regulatory issues relevant to the structuring, documentation, and operation of hedge funds in leading fund formation jurisdictions around the world. In the Washington office, Mark Amorosi and Ndenisarya Bregasi are the core contacts, while over in Boston, Michael Caccese is the key name to note. The firm also recently strengthened its asset management capabilities in New York, with the arrival of Jacqueline Duval from Herrick, Feinstein LLP in August 2021.

Practice head(s):

Mark Amorosi; Ndenisarya Bregasi; Michael Caccese

Other key lawyers:

Matthew Mangan; Jacqueline Duval

Key clients

Nikko Asset Management Americas

Museum of Fine Arts, Boston

Work highlights

  • Serving as fund counsel for Nikko Asset Management Americas’ hedge fund offerings.
  • Advising the Museum of Fine Arts in Boston on private fund investments.

Investment fund formation and management > Private equity funds (including venture capital) Tier 4

The nationwide asset management team at K&L Gates regularly assists some of the best-known fund sponsors and investment management firms in the industry with the sophisticated and complex fund formation mandates. The group has particular strength in the emerging manager space, advising new and growing investment managers alike on issues relating to investment vehicles, seed investors and acquisition of GP stakes in more established managers. Two of the joint practice heads – Mark Amorosi and Ndenisarya Bregasi – are based in Washington, while the third – Michael Caccese – oversees matters from Boston. Other recommended attorneys include Scott Bernhart, a real estate fund formation specialist located in Fort Worth, and New York-based Yasho Lahiri, whose broad workload encompasses seed capital, employment and partnership arrangements with key members of investment and operational teams, joint ventures and distribution arrangements, and exits through sales to strategic and financial buyers.

Practice head(s):

Mark Amorosi; Ndenisarya Bregasi; Michael Caccese

Other key lawyers:

Sasha Burstein; Edward Dartley; Yasho Lahiri; Scott Bernhart

Testimonials

‘There is a consistent attention to detail and more often than not, foresight that has helped guide my practice but also the business teams I have worked with. I also love that there is always at least one female on the team– diversity is a staple, not an afterthought. The caliber of work provided has always been exceptional, and I trust their direction deeply. They make it easier on their clients because it’s clear that they really care.’

‘Sasha Burstein: Attention to detail; time and dedication paid; thoughtful guidance; genuine leadership; breadth of market knowledge; client first attitude; caring, dependable and always finds the time; listens then advises.’

 

Key clients

TIAA Investments

Kohlberg Kravis Roberts & Co. (KKR)

Gatewood Capital Partners

Apis & Heritage Capital Management, LLC

HarbourVest Partners, LLC

CVC Credit Partners

RevolverCap Partners

Marathon Asset Management, LP

Presidio Investors

Terramont Infrastructure Partners

Work highlights

  • Advised Churchill Asset Management on the closing of two new funds – Churchill Secondaries Partners and Churchill Co-Investment Partners – totaling approximately $1.5bn of committed capital.
  • Advising Gatewood Capital Partners on the formation and launch of its second private equity fund, targeted at $400m.
  • Advised Apis & Heritage Capital Management on the launch of an innovative fund designed to address wealth disparities affecting people of color in the United States by financing the sale of companies to their heavily PoC workforces through an “employee-led buyout” structure.

Labor and employment > Employee benefits, executive compensation and retirement plans: design Tier 4

K&L Gates is well-versed in an array of compensation and benefits matters, such as qualified and non-qualified retirement plans, deferred compensation arrangements, including Section 409A compliance issues, defined benefit plans, health and welfare benefit plans, and ESOPs. In the firm’s San Francisco office, Rikki Sapolich-Krol advises public, private and non-profit entities on structuring and administering benefit plans and compensation arrangements, while one client praises Seattle-based Karrie Johnson Diaz for ‘her deep knowledge on the most complicated retirement plan issues’. Also in Seattle, associate Jennifer Addis handles ERISA and tax compliance matters.

Practice head(s):

Rikki Sapolich-Krol; Karrie Johnson Diaz

Other key lawyers:

Testimonials

‘Karrie Diaz is knowledgeable on the subject of retirement plans (the reason we use K&L Gates). I appreciate working with Karrie because of her deep knowledge about the most complicated retirement plan issues, her understanding of our plans, and her approachability.’

Key clients

PPG Industries, Inc.

Braskem America, Inc.

Celanese Americas LLC

Nu Holdings

Spartacus Acquisition Corporation

SHoP Architects, Inc.

Inivata Pharmaceuticals Ltd.

TransDigm Group, Inc.

Archdiocese of Seattle

Work highlights

  • Representing PPG Industries, Inc. on its employee benefits and executive compensation issues.
  • Advising TransDigm and its affiliates on all employee benefits matters, including issues relating to qualified retirement plans (defined benefit and defined contributions) and health and welfare plans.

Media, technology and telecoms > Outsourcing Tier 4

K&L Gates advises on a wide variety of outsourcing matters, acting in sectors including travel, pharmaceuticals and energy. In addition to advising on transactions including master service agreements, the practice also provides assistance to companies on outsourcing issues arising from corporate transactions, such as transition service agreements. In Dallas, John Howell is recognized for his deep experience in the structuring of outsourcing agreements, while Susan Altman in Pittsburgh has broad expertise across commercial transactions, including IT and business process outsourcing agreements.

Practice head(s):

Susan Altman; John Howell

Key clients

New York Proton Management LLC

AGC Flat Glass North America, Inc.

R. J. Hedges & Associates LLC

Travelport

Work highlights

  • Representing New York Proton Management in connection with the negotiation and ongoing management of an agreement for the outsourcing by our client of the operation and maintenance of an innovative proton beam treatment system to Varian Medical Systems.
  • Represented AGC Flat Glass North America, Inc. in negotiating a Transition Service Agreement and a Supply Agreement following the sale of aspects of its glass manufacturing facilities to Cardinal Glass Industries, Inc.
  • Represented R. J. Hedges & Associates in developing standard forms for a Service Agreement and associated Order Form providing for its clients to outsource to R. J. Hedges.

Real estate > Construction (including construction litigation) Tier 5

In January 2021, K&L Gates hired a four-partner construction law team from Dickinson Wright PLLC, who helped establish the firm’s new office in Nashville, Tennessee. One of the hires, Slade Sevier, now co-heads the practice and has an engineering background that adds ‘a unique perspective to his work‘ on top of 18 years of litigation and contract negotiation experience. Rob Dodson is a seasoned counsel on all aspects of construction law and specializes in healthcare industry projects and their regulatory tangles, while other key names are construction disputes expert Emma Wolfe and Ryan Lee, who has a focus on contract drafting and negotiation in the manufacturing, healthcare, higher education, and hospitality industries. The practice as a whole supports clients through the life cycle of a project and a has particularly notable recent experience in clean energy production facilities. The team closely co-ordinates with its Melbourne and London offices. Previous practice head Timothy Pierce left the firm in March 2021.

Practice head(s):

Slade Sevier

Other key lawyers:

Rob Dodson; Emma Wolfe; Ryan Lee; Ryder Lee; Taylor Beardman

Testimonials

‘Very strong knowledge of local practice.’

‘Slade Sevier brings a unique perspective to his work, given his background as an engineer.’

‘Ryan Lee provides timely, practical advice in contract negotiations.’

Key clients

W.G. Yates & Sons Construction Company

Taiwan Semiconductor Manufacturing Company Limited (TSMC)

Balfour Beatty Construction, LLC

Hankook Tire America Corp.

Ascend Clinical, LLC

PreZero US, Inc.

Aspen Heights Construction, LLC

IPEX, Inc.

Ørsted Wind Power North America

American Heavy Plate Solutions (AHPS)

Work highlights

  • Representing W.G. Yates & Sons Construction Company it in a dispute with the owner of the Virgin Hotel – Nashville, which Yates constructed.
  • Acting for Taiwan Semiconductor Manufacturing Company Limited (TSMC) in the development of a manufacturing campus in Phoenix, Arizona.
  • Representing Balfour Beatty Construction in disputes with six different subcontractors, as well as assisting with claims against its subcontractor default insurance carrier.

Real estate Tier 5

Co-leader of the K&L Gates‘ global real estate practice, Matthew Norton in Charleston is an authority on the sale, acquisition, financing, and development of hotels, resorts, and golf courses. In Seattle, Shannon Skinner is primarily known for her real estate financing and redevelopment expertise. She also routinely represents corporate real estate owners in the acquisition and disposition of their real estate holdings, portfolio transactions, build-to-suit leases, and data center developments.

Practice head(s):

Matthew Norton; Shannon Skinner

Testimonials

‘They provide direct and very easy access to the partner in charge of the engagement.’

‘There is a consistent attention to detail and more often than not, foresight that has helped guide my practice but also the business teams I have worked with. I also love that there is always at least one female on the team– diversity is a staple, not an afterthought. The caliber of work provided has always been exceptional, and I trust their direction deeply. They make it easier on their clients because it’s clear that they really care.’

‘K&L Gates Seattle are experts all matters involving commercial real estate transactions and redevelopment.’

‘Shannon Skinner’s land use, real estate transaction expertise, and skills in writing agreements that protect and benefit the interest of the community are invaluable.’

Key clients

South Street Partners, LLC

The Howard Hughes Corporation

Refuel Operating Company, LLC

KB Asset Management

IGIS Asset Management Co., Ltd.

Tiger Asset Management Investment Advisory

Meritz Alternative Investment Management

International produce and plant traits developer

An American life insurance company

Carnegie Mellon University

Hershey Foods

Work highlights

  • Representing South Street Partners in the development of a joint venture project with Salamander Hospitality in Middleburg, VA of 49 high-end residences as a part of the Salamander Resort and Spa.
  • Advised IGIS Asset Management on the negotiation of the acquisition of a 49% limited partner interest in the Midtown Center building located at 1100 15th Street in Washington, D.C., the largest D.C. real estate transaction since the COVID-19 pandemic began.
  • Represented the lender in a $250m acquisition debt for an office building in Seattle, WA.

M&A/corporate and commercial > Private equity buyouts

Based out of the emerging Charlotte market, K&L Gates provides cradle-to-grave advice to private equity sponsors and other investors, handling buyouts, exits, and portfolio management in areas including fintech, financial services, and life sciences, with integrated financial and regulatory expertise contributing to a "one stop shop" model. The team is led by Rick Giovannelli.

Finance > Restructuring (including bankruptcy): corporate

K&L Gates has a nationwide practice and represents clients in both private and public sectors. Margaret Westbrook heads the practice.

The firm: K&L Gates is a global law firm with lawyers located across five continents — and so much more. The firm comprises a fully integrated network of lawyers and legal professionals who believe that clients need more than technical legal skills; they need insightful and practical advice on the diverse issues that affect their businesses, delivered with unparalleled client service. K&L Gates’ combination of practice strength, global platform, and unwavering commitment to client service is its true differentiator in the legal services marketplace. The firm takes a client-first approach to delivering legal solutions, thinking beyond the firm’s internal structure and constantly examining the broader industry, regulatory, and economic issues. Lawyers identify potential issues in advance based on deep industry knowledge and alert clients to what they may face in the future. K&L Gates represents a broad array of clients in every major industry, including technology, manufacturing, energy, transportation, telecommunications, financial services, and life sciences. Beyond unsurpassed service and universal experience, K&L Gates has one of the largest contingents of lawyers and offices across the United States of any law firm, with 25 offices nationwide. The firm’s extensive network includes approximately 300 lawyers in Europe’s largest economies and is one of the largest fully integrated U.S. law firms in the Asia Pacific region, with approximately 400 legal professionals.

Main areas of practice
Corporate and transactional:
K&L Gates’ corporate and transactional practice is global, integrated, and one of the most substantial in the legal industry, delivering full-service corporate counsel to facilitate the structuring, financing, and successful completion of domestic, international, and cross-border transactions — including mergers and acquisitions, divestitures, joint ventures, recapitalizations, and public and private debt and equity offerings — across multiple industries. It is the firm of choice for clients in the mid-market on both sides of transactions, representing an array of Global 500, Fortune 100, and FTSE 100 corporations, privately held and venture-backed companies, partnerships, private equity firms, and other investment funds, management groups, and entrepreneurs.

Energy, infrastructure, and resources: K&L Gates leverages experience from a wide variety of legal disciplines to serve clients in the global energy, renewables, infrastructure, and resources sectors, including climate change and carbon finance. The firm advises on the financing, development, permitting, and construction needed to build large infrastructure; the operational issues of power generation and resource extraction activities; joint ventures; capital markets transactions and mergers and acquisitions of infrastructure and resource companies; and litigation and arbitration related to business activities of clients in this industry.

Finance: Encompassing the core practice groups of banking and asset finance, debt capital markets, and restructuring and insolvency — and with lawyers located in key financial centers around the world — K&L Gates’ finance practice is well positioned to assist lenders and borrowers in achieving their financing objectives, mitigating transaction risks, and complying with regulations. Areas of practice include structured finance; securitizations; derivatives; structured products; real estate finance; marketplace lending; municipal finance; and mezzanine, leveraged, and acquisition finance.

Financial services: The firm represents a broad cross-section of clients, including both financial service providers, such as broker-dealers, investment advisers, banks and trust companies, and insurance companies, as well as investment vehicles and other institutional investors, such as open- and closed-end registered investment companies (and their independent directors), ETFs, hedge funds (onshore and offshore), retirement plans (ERISA and governmental plans), and collective investment funds sponsored by banks and trust companies. The firm also has a diverse national and international bankruptcy/insolvency practice that serves a broad range of clients on both the debtor and creditor side.

Intellectual property: K&L Gates advises prominent global companies, helping to develop and protect their intellectual property assets worldwide and handling complex, high-stakes litigation in 50 states and the District of Columbia. More than 200 lawyers and 100 USPTO-registered professionals devote their practices to protecting and commercializing intellectual property assets in the form of patents, trademarks, copyrights, and trade secrets. Patent lawyers, many with PhDs, handle cases involving biotechnology innovations, hospital equipment, medical devices, computer networking equipment, and sports equipment, among others.

Labor, employment and workplace safety: Lawyers in the labor, employment and workplace safety (LEWS) practice advise domestic and international clients on a wide array of employment matters, including personnel management and statutory compliance, employment litigation defense, business transactions, immigration issues, and wage and hour disputes, among others. K&L Gates’ full-service Global Employer Solutions® offering draws on the experience of its LEWS team, as well as its employee benefits, executive compensation, taxation, immigration, and investigations teams, to help global clients navigate the full spectrum of workplace risk.

Litigation and dispute resolution: The dispute resolution practice includes international arbitrations, civil and criminal trials, class actions, multidistrict and multinational litigations, and appellate work. It has litigated and arbitrated major cases in almost every industry and market sector. The highly regarded litigators in this practice have resolved disputes in the most nuanced and complex areas, including commercial contracts, construction law, product liability, employment, toxic tort, antitrust and trade regulation, and securities enforcement. The firm partners with clients to resolve conflicts through arbitration, mediation, or other alternative dispute resolution methods and handles arbitrations under all the major institutional rules.

Policy and regulatory: K&L Gates’ policy and regulatory lawyers counsel companies on matters involving antitrust/competition, education, environmental law, financial services, food and drug matters, government enforcement, government contracts, health care, international trade, telecommunications, and public policy, as well as corporate compliance, internal investigations, and white-collar crime. The firm’s regulatory lawyers, many with governmental backgrounds or experience in regulated industries, advise through the regulatory processes at all jurisdictional levels. K&L Gates consistently ranks among the nation’s most influential law firms in lobbying and government policy work.

Real estate: Having one of the largest, most diversified real estate practices of any global law firm, K&L Gates has extensive experience in handling large and complex real estate transactions spanning multiple jurisdictions and nationalities in the United States, Europe, the Middle East, and key markets in the Asia Pacific region. The lawyers in this practice advise clients on real estate needs related to land use, planning and zoning, development and construction, acquisitions, dispositions, financing and leasing, tax advice, joint venture structuring, and real estate-related litigation.

Global managing partner: James R. Segerdahl
Chairman of the management committee, practice area leader – financial services: Michael S. Caccese

US offices: Austin, Dallas, Fort Worth, and Houston, Texas; Boston, Massachusetts; Charlotte, Raleigh, and Research Triangle Park, North Carolina; Charleston, South Carolina; Chicago, Illinois; Harrisburg and Pittsburgh, Pennsylvania; Kansas City, Los Angeles, Orange County, Palo Alto, and San Francisco, California; Miami, Florida; Nashville, Tennessee; Newark, New Jersey; New York, New York; Portland, Oregon; Seattle, Washington; Washington, D.C.; and Wilmington, Delaware.

International offices: The firm maintains 11 offices in the Asia Pacific region, located in Beijing, Brisbane, Hong Kong, Melbourne, Perth, Seoul, Shanghai, Singapore, Sydney, Taipei, and Tokyo; eight offices in Europe, located in Berlin, Brussels, Frankfurt, London, Luxembourg, Milan, Munich, and Paris; two offices in the Middle East, located in Doha and Dubai; and one office in South America, located in São Paulo.

Robert P. Zinn, Partner – Corporate Practice Leader

What has been your greatest achievement, in a professional and personal capability?

My commitment to clients and colleagues and my tenacity in helping them achieve objectives. My greatest personal achievement is essentially the same: being there for my family and friends. On a personal note, I took up tennis at an advanced age and recently played singles in my first national seniors tournament.

What do you do differently from your peers in the industry?

K&L Gates’ corporate practice regularly serves enterprises of all types and sizes including some of the largest in the world. What sets us apart in my view is that we have built an integrated global corporate practice that is regarded as a “go-to firm for the global middle market.”

Since I became a corporate practice leader about 15 years ago, we have grown significantly through merger and the strategic addition of laterals both in the United States and globally. While we maintain a healthy and growing private equity and capital market practice, our emphasis is on the company side, and we practice on an integrated, interdisciplinary and long-term relationship basis. Our own evolution and culture has been well matched to companies seeking to navigate an increasingly multi-national and complex legal landscape in a seamless and reasonably cost effective manner.

What advice would you give to your younger self?

There is something to enjoy and learn from each day, and virtually no experience is wasted.

Can you give me a practical example of how helped a client add value to the business?

Adding value should be present in every meaningful engagement. The most significant legal issues are really business issues, and I pay particular attention to evaluating the strengths and weaknesses of the parties in a deal. As an example, I had a client that needed to sell its company and was satisfied with the price being offered. I realized that the buyer was also highly motivated to announce a deal, because it was commencing the launch of its inaugural private equity fund. I capitalized on this insight to negotiate a favorable two-way price adjustment mechanism that increased the ultimate purchase price by approximately 25%.

Within your sector, what do you think will be the biggest challenge clients face over the next 12 months?

Adapting to challenging capital markets, including issues resulting from the growth of non-traditional lenders. I also anticipate helping clients and colleagues adjust to a world in which not everything moves in an upward direction.

Mark Goshko, Partner

What has been your greatest achievement, in a professional and personal capability?

Although I’m not primarily a transactional lawyer, my greatest sense of professional accomplishment has often come from the transactional based components of my practice because of the enhanced support clients often need to navigate what can be very complex events on compressed timelines. A few experiences that come to mind are serving as fund counsel on many closed-end fund IPOs, including the largest ever closed-end fund IPO, and the IPO of ten municipal closed-end bond funds at the same time.

What do you do differently from your peers in the industry?

My goal has always been to serve as an integral member of my client’s legal team. I therefore always strive to provide practical advice that best assists clients in meeting their business objectives. Similarly, I try to break down complicated legal issues and analysis into a format most useful for my client whether that be into simple understandable possible terms that can be conveyed orally, or something more substantial in written form. I try to resist digressing into side issues that may be very intellectually interesting to lawyers but are of minimal importance to a client’s objectives and needs.

What advice would you give to your younger self?

There is always room for improvement, so affirmatively seek honest feedback on your work. Although this often doesn’t happen as a matter of course, it is critical to learning both how to best serve particular clients and to identify broader areas for improvement of your skills and approach to practice. Similarly, always follow-up with new contacts, always stay in touch with existing contacts and always ask clients what you can do to help and/or suggest specific things where you believe there is a need.

Can you give me a practical example of how helped a client add value to the business?

On the upside, I have added value by assisting many clients in creating innovative investment products offered in a 1940 Act registered fund format. These products often involved complicated regulatory concerns that had not previously been addressed. In this regard, I helped clients develop and bring to market some of the earlier versions of: mutual funds providing long/short and currency and commodity exposures; private tax exempt exchange funds investing in mutual funds; registered funds of hedge funds; closed-end option income funds; and continuously offered closed-end funds investing in private equity or private debt either directly or through underlying funds.

On the downside, I have routinely added value by helping clients resolve major problems that had the potential to adversely affect their business in a material fashion. One example of this was assisting clients in appropriately balancing common and preferred shareholder interests in refinancing auction rate preferred shares of closed-end funds when the auction markets froze up at the outset of the Great Financial Crisis.

Within your sector, what do you think will be the biggest challenge for clients over the next 12 months?

The SEC has recently adopted several major new rules and has proposed several more that fundamentally change the ways in which registered investment companies and advisers are regulated in many key areas. These are the most sweeping regulatory changes our industry has faced in decades. Moreover, the SEC inspection staff and enforcement staff are both taking an increasingly aggressive approach. Accordingly, the biggest challenge for clients in the coming year will be implementing compliance with these new rules and attempting to shape ongoing rulemaking in a manner more favorable to the industry all while remaining vigilant and prepared to manage a heightened degree of regulatory scrutiny.