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

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

Finance > Financial services regulation Tier 1

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

K&L Gates is well placed to act for a diversity of clients, ranging from emerging and middle-market companies to Fortune 500 entities, and private equity funds. The department, which is noted for being ‘client-focused, competent and timely‘, operates across a wide spectrum of industries, most notably energy, infrastructure and transport. Robert Zinn maintains a strong M&A practice in Pittsburgh and New York. Chicago-based Mark McMillan assists middle-market and emerging companies, multinationals and investors in M&A, corporate governance and securities issues. Both practitioners manage the group alongside Rick Giovannelli in Charlotte and Seattle-based Annette BeckerCalvina Bostick in New York often acts for companies and private equity players in M&A involving the worlds of healthcare, financial services, technology and insurance. Leah Baucom is a key name to note in Charlotte for corporate transactions, private equity investments and activist shareholder defense.

Practice head(s):

Robert Zinn; Rick Giovannelli; Annette Becker; Mark McMillan

Other key lawyers:


‘The Charlotte office of K&L Gates provides a great mix of excellent work product, global reach, and cost-effective rates. The firm provides pragmatic legal solutions, and allows growing companies to “punch above their weight.’

‘This practice has national and local reach. The vast skillset by all the professionals was tremendously helpful in closing and keeping our transaction moving.’

‘Partnership approach to working with clients – high levels of repeat work have enabled K&L Gates to be one step ahead of knowing what is important to us before they begin drafting / markups.’

‘The firm is very client-focused, competent and timely.’

‘The team at K&L Gates led us through the sale of a subsidiary in an extremely short time frame. They kept the process moving along to meet all deadlines, and provided significant guidance to ensure the contract contained appropriate protective language.’

‘The partner and associates that worked on our sale of a subsidiary were extremely knowledgeable and experienced, and fully explained the process and the protections we would need to put in place. They kept the process moving along in a very short time frame and were very responsive to emails and phone calls.’

‘K&L had the depth in resources and knowledge to handle any situations that came up during our transactions with the buyer.’

Key clients

Office Ally, Inc.

Securitas AB

Hexagon AB

SPX Corporation

Exact Sciences Corporation

Beyond Yoga

Fintech Meetup, LLC

Sinch Holding AB

BlueScope Steel Ltd

KnoppBiosciences LLC

DDW, Inc

PPG Industries, Inc.

Microsoft Corporation

II-VI Incorporated

Red Ventures

Work highlights

  • Represented Securitas AB in connection with its acquisition of Stanley Black & Decker’s electronic security business Stanley Security.
  • Acted for Hexagon AB in connection with the acquisition of the enterprise asset management business of Infor (US), LLC and its affiliates (“Infor”) for a total purchase price of approximately $2.8bn.
  • Advised Exact Sciences Corporation on its acquisition of Thrive Earlier Detection Corp., a healthcare company dedicated to incorporating earlier cancer detection into routine medical care.

Transport > Shipping: litigation and regulation Tier 1

Transport > Shipping: litigation and regulation Tier 1

K&L Gates‘ maritime practice is consistently mandated by US and international maritime industry clients for complex legal, transactional, legislative and regulatory matters. In traditional maritime work, the group advises on the arrest, attachment and seizure of vessels and cargo, limitation of liability proceedings, vessel collisions, and personal injury and death-related claims. It also advises on piracy, marine insurance cases, and maritime contractual disputes. The firm’s policy and regulatory team is also experienced in working with legislative and executive branch agencies. Boston-based maritime practice coordinator Jeffrey King is well known for maritime and transportation-related commercial litigation and arbitration proceedings, while Emanuel Rouvelas regularly works with the executive branch, Congress, and foreign embassies and governments on international trade and transport matters, and Mark Ruge concentrates on federal government issues. Other key practitioners are policy and regulatory practice co-head Michael ScanlonWilliam Myhre, who is a specialist in US vessel ownership and documentation laws, government affairs expert Darrell Conner , and experienced of counsel Jorge Romero. George Kontakis and Luke Reid are active practitioners in New York and Boston, respectively. Elle Stuart is an experienced associate. All lawyers listed are based in the firm’s Washington DC office, unless otherwise mentioned. Ifigeneia Xanthopoulou has left the firm.

Practice head(s):

Jeffrey King; Michael Scanlon; Darrell Conner

Other key lawyers:

Key clients

Global Ports Group


American Maritime Partnership

Norwegian Cruise Line Holdings

Ripley Entertainment


Transportation Institute

Lake Carriers’ Association

Mediterranean Shipping Company

American Roll-on Roll-off Carrier Group


GS Fisheries

JM Fisheries

Dispute resolution > E-discovery Tier 2

K&L Gates fields a cross-disciplinary team of lawyers and professionals with experience as e-discovery counsel for litigation, arbitration, and investigations. The department, which exists as a dedicated practice group within the firm, handles the management, review, and production of records, with expertise in litigation readiness, legal analysis, and pre-trial and trial support. Julie Anne Halter, based in Seattle, has experience at all stages of the e-discovery process, from identification and preservation, to review and production, and post litigation support. Halter co-leads the team alongside Thomas Smith, of Pittsburgh, who is a highly experienced litigator, and originally established the department in 2004. Daniel Miller, also in Pittsburgh, has experience advising clients regarding complex records preservation and collection issues, and acts across a range of industries and jurisdictions.

Practice head(s):

Julie Anne Halter; Thomas Smith

Other key lawyers:

Key clients

NEP Group, Inc.

Energy > Energy regulation: electric power Tier 2

K&L Gates has served as lead counsel in matters involving federal and state regulation of the electric power industry for a diverse range of clients, from traditional electric utilities to grid developers in renewable generation, transmission, and storage technologies. The team acts as regulatory counsel for lenders, tax equity and developers in the acquisition, sale, and financing of utility-scale wind, solar and battery projects, alongside supporting the development and integration of emerging technologies into the electric grid across the country. Donald Kaplan (Washington, DC) concentrates on representation before courts and administrative agencies, with extensive practice before FERC. Kimberly Frank focuses on FERC and state public utility commissions, having represented clients in administrative and appellate litigation, while Jennifer Mersing, based in Seattle, is a name to watch for her focus on energy regulatory and interconnection issues, including FERC.

Other key lawyers:

Donald A. Kaplan; Kimberly Frank; Ruta Skucas; Maria Faconti; Jennifer Mersing

Key clients

SOO Green HVDC Link ProjectCo, LLC

Financial Marketers Coalition

PPL Electric Utilities Corporation

Kansas Electric Power Cooperative, Inc.

Business Network for Offshore Wind

Work highlights

Energy > Renewable/alternative power Tier 2

K&L Gates has a proven track record in project development, construction matters and equity investments, as well as matters related to distributed generation and energy storage. The team is particularly strong in advising buyers on the market for corporate energy sourcing, and has supported clients form a range of industries, such as retailers and cloud computing companies, in purchasing renewable powers. William Holmes is noted for his expertise in corporate transactions, water and real estate law, with a particular focus on energy storage. The practice was able to strengthen its breadth significantly in 2022 with the arrival of John Crossley, James Goettsch and Brogan Sullivan from Husch Blackwell LLP.


‘Strong expertise, good bench of experts for pro bono energy work.’


Key clients

Sojitz US

EDL Energy

Marin Clean Energy

Core Solar, LLC

Canigou UMS

Alcoa Corp


Government > Government relations Tier 2

Highly rated for its deep bench of policy expertise coupled with a vast network of bipartisan contacts’, K&L Gates‘ Washington DC-based team assists public and private organizations with strategic advice and policy advocacy across a wide range of industries, including telecom, energy, financial services and infrastructure. Emanuel Rouvelas boasts a long-standing career in representing leading shipping companies and CEOs before Congress, the executive branch and foreign governments on matters related to international trade and transport. Another key expert in maritime matters is Michael Scanlon, who oversees the practice alongside David Wochner and Karishma Shah Page. Wochner is the go-to adviser for regulatory issues and federal policy in the energy sector, with a focus on the global energy transaction. Page acts for a diverse client roster, including Fortune 500 companies, trade associations and tax-exempt entities. Stimers is noted for his expertise in policy advocacy work related to emerging technologies. Cybersecurity and privacy policy issues are the area of expertise of Bruce Heiman, while Daniel Crowley focuses on financial services and capital markets policy matters. Leonard Bickwit joined the firm from Miller & Chevalier Chartered  in March 2023.

Practice head(s):

Michael Scanlon; David Wochner; Karishma Page

Other key lawyers:


‘The KLG team has fully embraced and models the culture of our organization. This makes them credible representatives of our organization as its lawyers represent us on the Hill. The team is highly strategic and helps our steering committee think through, plan and execute.’

‘Karishma Page, as the lead partner, sets the tone for our engagement. As mentioned above she reflects the culture of our organization. We cover a variety of complex topics and she demonstrates a mastery of the issues and is deliberate and thoughtful in guiding us through our challenges. Lauren Flynn supports Karishma and provides incredible support, keeping things on track and well organized.’

‘What makes K&L Gates government relations practice stand out is its deep bench of specific policy expertise coupled with a vast network of bipartisan contacts throughout the government. Whether on Capitol Hill, the Senate or House, federal government regulatory agencies or the White House, they can access those who make the ultimate decisions on critical policy matters.’

‘The K&L team knows how to weave a strategy that pulls together differing viewpoints and achieve alignment on critical issues. It’s harder and more difficult but vital when faced with complex issues.’

Key clients

Financial Accounting Foundation

Blue Origin

Quantum Industry Association

California Public Employee Retirement System (CalPERS)

The Package Coalition

Consumer Technology Association

Avis Budget Group

Pitney Bowes, Inc.

Global Ports Group

NextDecade Corp. and NEXT Carbon Solutions

American Roll-on Roll-Off Carrier

Story Partners

Universal Stainless & Alloy Products

Work highlights

  • Advised the California Public Employee Retirement System (CalPERS) and its investment committee and board of directors on corporate governance and financial regulatory reform issues in the US, as well as in the EU and UK.
  • Acted for Pitney Bowes on a wide range of government relations matters.
  • Assisted Transportation Institute with projects in substantive areas ranging from international trade to defense to maritime industry promotion.

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

With ‘deep knowledge and expertise with respect to Delaware corporate law’, K&L Gates’ offering stands out for its access to global expertise as an international  firm. According to one client ‘what makes the team unique is the way they work so seamlessly together to deliver great service’. The group, which is based in the firm’s Wilmington office, was founded by Scott Waxman, who is described as ‘one of the preeminent practitioners in Delaware’, offering extensive experience in Delaware law and was formerly a Chairman of the Alternative Entities Subcommittee of the Delaware State Bar Association. An additional name to note is Eric Feldman, who is viewed by one client as ‘the lawyer to whom you turn when you have an extremely complex matter. and who can dig through the most difficult issues with ease’, and mainly concentrates on issues in connection with Delaware alternative entities.

Practice head(s):

Scott Waxman

Other key lawyers:

Nicholas Froio; Andy Skouvakis; Eric Feldman; Lisa Stark


‘Deep knowledge and expertise with respect to Delaware corporate law. Extremely responsive. Both practical and technical.’

‘Scott Waxman is an excellent lawyer who is very easy to work with and has great client service, quality of work and efficiency of delivery.’

‘For us, what makes Scott Waxman and his team unique is the way they work so seamlessly together to deliver great service. Rather than just providing cookie cutter comments, they took the time to really understand our business and operations so that their comments go deep beneath the surface and really align with our business and operational goals and objectives.’

‘Scott Waxman is one of the preeminent practitioners in Delaware. He is world renowned, and we are honored to have him as our counsel. He has in excess of 30 years’ experience, and he leads his team in diving deep into the minutia to make sure that things run smoothly from top to bottom in every transaction.’

‘Nicholas Froio is a very thorough and personable lawyer.’

‘Eric Feldman is the lawyer to whom you turn when you have an extremely complex matter. He can dig through the most difficult issues with ease.’

‘Andy Skouvakis is a very talented attorney.’

‘Eric Feldman’s drafting skills are masterful, and he is extremely detail-oriented.’

Key clients

Envision AESC Dynamics Investment Ltd.

Bloomberg Finance, L.P.

Knopp Biosciences LLC

International Paper/Sylvamo Corporation

Wilmington Trust, N.A.

Wells Fargo Bank, N.A. /Computershare Trust Company, N.A.

Kwadron spólka z o.o. sp.k

500 N 4th Street LLC d/b/a Standard Power

Volvo Group/Volvo Autonomous Solutions

Lone Star Funds/Lone Star Real Estate Funds

Work highlights

  • Advised Bloomberg Finance, L.P. and many subsidiaries and affiliates on matters of Delaware corporate, limited liability company and limited partnership law in connection with a credit facility refinancing.
  • Advised Knopp Biosciences LLC on matters of Delaware entity law in connection with the sale by Knopp Biosciences of its subsidiary, Channel Biosciences, LLC, to Biohaven Pharmaceutical Holding Company Ltd.
  • Represented Wilmington Trust and its affiliates in numerous transactions in which Wilmington Trust served in various capacities, including as trustee, collateral agent, custodian, verification agent, securities intermediary, and backup servicer.

Energy > Energy regulation: oil and gas Tier 3

K&L Gates is noted for its expertise in the regulation of natural gas pipeline transportation and storage, in addition to LNG imports and exports. Members of the team frequently appear before the FERC on mandates concerning pipeline regulation, including transportation capacity, rates and the permitting process, with additional experience representing natural gas pipeline clients in appellate court proceedings concerning transportation infrastructure, regulated rates and commercial transactions. Based in the firm’s Washington DC office, co-head of the global regulatory group David Wochner jointly leads the LNG and hydrogen practices, and frequently advises on critical federal regulatory and policy issues associated with energy infrastructure and commodities. Fort Worth’s Jamie Bryan leads the US-based team.

Practice head(s):

Jamie Bryan

Other key lawyers:

David Wochner; Timothy Furdyna


‘The firm’s network of worldwide expertise means that we have access to deep skills in all aspects of legal questions. With a very responsive single point of contact, we have been connected with colleagues across a range of functions and industries.’

Key clients

NextDecade – Rio Grande LNG

CNG Holding 1 LLC

Entergy Services, LLC

NEXT Carbon Solutions

Commonwealth LNG

Magnolia LNG

Work highlights

  • Representing Rio Grande LNG in its efforts to amend its FERC-authorization for the LNG export terminal to incorporate first-of-its-kind, proprietary carbon capture and sequestration (CCS) systems into the design and operation of its project.
  • Successfully sought and obtained an order from FERC declaring our client, CNG HOLDINGS 1, LLC’s facility to produce compressed natural gas was not subject to FERC’s jurisdiction.

Energy > Energy transactions: electric power Tier 3

K&L Gates has expertise in the emerging corporate energy sourcing, with unmatched experience on the buy-side of power purchase agreements both in the domestic and international market. The firm is experienced in developments in energy storage transactions, renewable power purchase, utility scale, response and net metering. Based in Seattle, Eric Freedman represents clients in both private and public sectors in the preparation and negotiation of agreements relating to power project, M&A, joint ventures and power purchases. Over in Kansas City, Kaitlyn DeYoung is an associate who is a name to watch for her focused practice on the development of renewable energy and power projects, including support on the acquisition and disposition of power projects at varying stages of development.

Other key lawyers:

Eric Freedman; Elisabeth Yandell McNeil; Kaitlyn DeYoung

Key clients

Municipality of Anchorage

TransAlta Renewables

Microsoft Corporation


CleanCapital Holdings LLC

Work highlights

Finance > Fintech Tier 3

K&L Gates fields a strong spread of regulatory and transactional lawyers with deep expertise in fintech matters. The client base includes an array of start-ups and emerging growth companies, payments and e-commerce companies, banks, software developers and investors. The firm also acts for wealth management and robo-advisors and an increasing number of players in the crypto, digital assets and blockchain space. Recently the firm has been involved in several high value financing rounds for both start-ups and investors, as well as advising clients on product launches, and day-to-day regulatory and compliance matters. Lead partners include Judith Rinearson  who divides her time between London and New York, and corporate partner Rick Giovanelli  in Charlotte. Washington DC’s Jennifer Crowder and Linda Odom are respectively strong on regulatory and licensing matters, while Andrew Hinkes in Miami has developed a good name in digital assets and blockchain.

Practice head(s):

Judith Rinearson; Rick Giovannelli

Key clients

Fintag Holdings, Inc.

Goldman Sachs & Co


Global Innovations Bank

DelTec Bank and Trust Limited (“DelTec”)

Foris Dax, d/b/a Crypto.com

Global Cryptocurrency brokerage

Ingo Money

Paysafecard USA

Independent Trustees of WisdomTree Digital Trust

Work highlights

  • Advising DelTec on a range of deal, regulatory, and compliance services, especially with respect to its US clientele.
  • Advising a fintech infrastructure provider regulatory guidance and advice in a range of areas, including money transmitter licensing, AML compliance and trust company compliance advice and services.
  • Assisting Foris Dax, or Crypto.com, on a range of deals, sponsorships, contractual, licensing and regulatory compliance issues.

Insurance > Advice to policyholders Tier 3

K&L Gates‘ insurance recovery team represents mid-sized and Fortune 500 clients in addition to government bodies in litigation concerning COVID-19 business losses, environmental pollution, and product liability matters. Pittsburgh-based David F. McGonigle heads the practice and offers a wealth of experience in handling coverage disputes concerning issues such as asbestos and chemical exposure, aviation and E&O before state and federal courts, in addition to arbitrations governed by the UK’s Arbitration Act. Newark-based Donald W. Kiel advises health care providers on malpractice claims and is also sought after for his COVID-19 business interruption work. Jonathan M. Cohen specializes in handling multi-party disputes, focusing on product liability and recalls, supply chain issues and cyber events out of the Washington DC office, while Pittsburgh’s Lucas J. Tanglen advises clients on D&O exposures and environmental liability.

Practice head(s):

David F. McGonigle

Other key lawyers:

Donald W. Kiel; Jonathan M. Cohen; Lucas J. Tanglen


‘Initially, it is great to find a firm with national reach that represents policyholders as opposed to insurance carriers. There are not many. I find the firm’s approach on insurance coverage issues to be strategic, based on lots of experience, and oftentimes data driven.’

‘Practical and effective approach; timely responses.’


Key clients

E.I. duPont de Nemours and Company

Quest Diagnostics Incorporated

Portland General Electric Co.

Eaton Corporation

Standex Electronics, Inc.

Kaiser Gypsum Company, Inc. and Hanson Permanente Cement, Inc. (f/k/a Kaiser Cement Corporation)

Work highlights

  • Represented DuPont in an insurance coverage lawsuit in the Delaware Superior Court against multiple insurance companies seeking coverage for benzene-related bodily injury claims that have been asserted against DuPont.
  • Represented Quest Diagnostics in a business income loss insurance coverage case filed in a Washington state court arising from civil authority orders issued around the country as a result of the COVID-19 pandemic.
  • Represented a hotel company in insurance coverage litigation related to alleged violations of sex trafficking laws at franchised hotel locations in various jurisdictions across the country.

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

K&L Gates brings strength to advising household names brands such as TripAdvisor and Abercrombie & Fitch, on the clearance, prosecution, maintenance, policing, enforcement, and licensing of their global trademark portfolios. The team is led in Chicago by veteran portfolio manager Robert Barrett, who applies experience to advising clients in sectors ranging from biotech, chemical and software, to e-commerce, health care and manufacturing. In Boston, David Byer provides expertise in appearances before the Trademark Trial and Appeal Board. Susan Kayser in Washington DC handles complex global brand launchers. Other key figures include practice area expert Pam Jacobson in Seattle, Stewart Mesher in Austin, who utilizes in-house experience, and Sana Hakim, who guides clients through social media and Web-related issues, and filing strategist Kathryn Starshak in Chicago. Eric Lee in Boston was promoted to partner in January 2023.

Practice head(s):

Robert Barrett


‘The trademark team at K&L Gates is one of the most thorough, creative, and thoughtful team of legal professionals I’ve ever had the pleasure of working with. They go out of their way to make my job as in-house counsel easier, adapting quickly to changing preferences, risk tolerance, and business style.’

‘Susan Kayser, Eric Lee, and Terrance Roberts make an all-star team! They are responsive and helpful, even under difficult circumstances. I greatly appreciate their constant adaptations to better suit my style and the way in which I like to deliver advice to business teams.’

‘Stewart Mesher’s unique ability to combine his in-house experience with private practice make this team unique.’

Key clients

Abercrombie & Fitch



TripAdvisor, Inc.

Valve Corporation

Stratus Technologies

Zulily, Inc.

Orale Charlie Productions

Work highlights

  • Acting as the primary U.S. trademark counsel for the Abercrombie & Fitch, Hollister, GILLY HICKS, Social Tourist, and YPB brands, providing daily clearance and counseling relating to use and registration of new marks, phrases, and designs to be used by the brands.
  • Acting as global IP counsel for drinkware company MiiR, handling its worldwide IP litigation, IP enforcement, and IP prosecution matters.
  • Managing trademarks owned by TripAdvisor, directly and through its subsidiaries.

Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 3

The well-regarded asset management and investment funds practice at K&L Gates has ‘great expertise in all types of fund structures‘ and its client roster includes prominent, busy fund sponsors and managers. Counsel on open and closed-end registered funds, launches of ETFs, and traditional mutual funds are all features of the department’s case load. Mark Amorosi draws on long-standing experience in co-leading the practice group and leading counsel to a wide range of investment advisers, mutual funds and exchange-traded funds, insurance companies, fund boards, banks and other financial institutions. Fellow practice head Ndenisarya Bregasi has a similarly broad practice that includes leading teams that assists investment company complexes and investment advisers of all sizes with day-to-day operations and compliance, and interactions with the SEC. They are both based in Washington DC, while the third of the practice heads, Michael Caccese is a very experienced name who splits his time between Boston and Pittsburgh. In Boston, George Zornada receives significant client praise for his ‘expertise in unique and different fund structures‘.

Practice head(s):

Mark Amorosi; Ndenisarya Bregasi; Michael Caccese

Other key lawyers:

Mark Goshko; Clair Pagnano; Robert Zutz; George Zornada; Richard Kerr


‘Accessible, practical, vast experience–nothing they haven’t seen before, proactive, professionals that you want as friends.’

‘Robert Zutz–proactive, accessible, nothing he hasn’t seen before, offers practical solutions, understands that little is black and white, can quote regulations off the top of his head.’

‘Great team of professionals that work seamlessly on behalf of the trustees.’

‘George Zornada is a fabulous, attentive, helpful lawyer who’s gives a lot of confidence to the trustees that he has all the issues under control. His style is succinct in a refreshing way, in that he cuts to the essence of a matter quickly without a long and often unnecessary preamble. He is knowledgeable, calm, decisive, balanced and very collegial.’

‘Great expertise in all types of fund structures and reasonable billing rates.’

‘George Zornada – very responsive and easy to work with. Expertise in unique and different fund structures.’

Key clients

Touchstone Advisors

Federated Hermes

John Hancock Investment Management

Victory Capital Management

USAA Funds

Equitable Investment Management and Equitable Funds

Eaton Vance Management

Oakmark Funds and its independent trustees

Independent trustees of the Voya Funds

Direxion Funds

Independent trustees of the TIAA-CREF Funds

Ariel Funds and its independent trustees

Work highlights

  • Acted as fund and adviser counsel to Touchstone in the launch of their first suite of four new ETF products adding to their traditional mutual fund platform.
  • Advised Federated Hermes on the launch of its ETFs.
  • Advised John Hancock Investment Management and John Hancock Variable Trust Advisers, the investment advisers for all John Hancock investment companies in the US.

Transport > Aviation and air travel: finance Tier 3

K&L Gates‘ work is ‘spot on, accurate, fast and cost efficient‘. The US team represents lenders including banks and non-institutional lenders, as well as lessors, airlines, and aviation industry-related new technology providers. Its recent track record includes advising on the financing, leasing and licensing programs for manufacturers of hydrogen fuel tanks, magnetic propulsion and range services, along with assisting with the acquisition of aircraft and aerospace technology. The team is also highly active in relation to high-stakes restructurings. Leading the firm’s air finance practice in the Americas, New York-based Elizabeth Evans is highly rated for her fixed wing and rotary-related aviation finance credentials; and in Orange County, Amanda Darling‘s asset and project finance practice covers aircrafts. Counsel Milos Kovacevic in Seattle represents airlines, financiers and major leasing companies, while Pittsburgh-based associate Howard Chang focuses on aerospace finance and space law. Former partner Marie-Pierre Grondin recently left the firm for m7TecGroup.

Practice head(s):

Elizabeth Evans; Amanda Darling

Other key lawyers:

Milos Kovacevic; Howard Chang


Truly broad global reach with knowledgeable staff based in all the major international hubs.

The work the team does is spot on, accurate, fast and cost efficient.

The people who work at K&L Gates are very kind and reliable.

Elizabeth Evans can always be relied upon to understand the most complicated of aviation finance transactions and document them with combined elegance and efficiency.

Elizabeth Evans always provides astute advice on negotiation strategy, and is highly business oriented and pragmatic in her approach.

Amanda Darling is always very easy to deal with – huge understanding of the industry and clients’ companies.

Key clients

JP Lease Products & Services Co

M&T Aviation


JIA Aviation Finance GK

TC Skyward Aviation (US)

Sumitomo Mitsui Trust Bank (New York Branch)

Republic Airways


Tokyo Century Corporation

Deutsche Bank (Tokyo Branch)

Work highlights

  • Represented JP Lease Products & Services in three Japanese operating lease with call option (JOLCO) financings of three Airbus A320 aircraft (with ICBC Financial Leasing as intermediate lessee).
  • Representing a Japanese joint venture in a warehouse loan agreement.
  • Represented the borrowers (JIA Trust Co and Japanese legal companies) on the financing for five aircraft.

Dispute resolution > Corporate investigations and white-collar criminal defense

The corporate investigations and white-collar criminal defense practice at K&L Gates excels in handling international investigations and enforcement proceedings by utilising the company’s presence in many of the world’s major hubs. Strengths in government and internal investigations are complemented by the group’s in-depth sector expertise, including financial services and healthcare, while anti-corruption and anti-bribery also form part of the team’s specializations. Pittsburgh-based Brian Saulnier is particularly well versed in cases relating to corruption and leads the practice jointly with Washington DC’s Stephen Topetzes, who sports deep experience advising both corporate and individual financial services clients. Also in Pittsburgh, former federal prosecutor Thomas Ryan is reputed for his know-how of the healthcare industry.

Practice head(s):

Brian Saulnier; Stephen Topetzes


‘Extensive experience and perspective from representing various bodies and positions in similar matters.’

‘Relating well in advising and interviewing all levels of staff.’

Key clients

Westinghouse Electric Company

Sembcorp Marine Limited

Hertel & Brown Physical & Aquatic Therapy, P.C.

Chembio Diagnostics, Inc.

Global Engineering and Construction Company

Dispute resolution > General commercial disputes Tier 4

K&L Gates represents clients in a broad range of disputes, including securities, business torts, bankruptcy, banking, antitrust, white-collar crime, class actions, employment litigation, and intellectual property litigation, among others. With robust regional strengths, the firm serves both national and international companies from a variety of industries, including software and electronics, financial services, pharma, manufacturing, construction, food and beverage, and entertainment. Melissa Tea and Jeffrey Patterson lead the firm’s litigation arm from Pittsburgh and Boston respectively. Seattle-based Pallavi Mehta Wahi specializes in corporate and technology-related disputes, while Thomas Birsic in Pittsburgh focuses on class actions, business disputes, environmental and toxic torts, and shareholder disputes. The team also consists of Thomas Holt in Boston, Artoush Varshosaz in Dallas, and Joseph Welborn and Beau Creson in Nashville.

Practice head(s):

Melissa Tea; Jeffrey Patterson

Other key lawyers:

Pallavi Mehta Wahi; Thomas Birsic; Thomas Holt; Artoush Varshosa; Joseph Welborn; Beau Creson; Erin Polly; Jason Callen


‘The team I work with is very smart, superb at trial and superb at negotiation. They can handle anything you throw at them.’

‘Erin Polly, Joe Welborn – comfortable with any work you provide; fiercely loyal to the client; top notch in negotiation and trials.

‘Jason Callen – also fiercely loyal, but more accustomed to his work on transactions and appellate analysis.’

‘We worked together on a huge claim which called for a large legal team to be assembled. K&L Gates brought together a team of people with diverse skills but who integrated seamlessly with one another and provided a great exemplar of what a team can do when everyone unites in a common purpose. It is the best legal team I have ever worked with in a professional career spanning nearly forty years.’

‘Thomas Holt – An extraordinarily talented and erudite man who stands out as one of the US’s finest lawyers.’

Key clients

PPG Industries, Inc.

United States Steel Corporation

Fiserv, Inc.

Kettle Cuisine LLC

Quest Software

Safe Step Walk-In Tub Company

Dean Chase and D.F. Chase, Inc.

Draken International, LLC

Koss Corporation

Work highlights

  • Represents PPG Industries as national coordinating counsel for the company’s nationwide asbestos liabilities.
  • Represents US Steel as national coordinating counsel for the company’s nationwide toxic tort liabilities.
  • Represented Kettle Cuisine in its defence of a lawsuit filed by the Campbell Soup Supply Company for breach of a co-manufacturing agreement.

Energy > Energy litigation: electric power Tier 4

K&L Gates acts as counsel in matters involving federal and state regulation of the electric power industry for a range of clients including traditional electric utilities to grid-edge developers in renewable generation, transmission and storage technologies. The team is regularly involved in FERC proceedings, including defending and challenging rulings on appeal in federal courts of appeals. Donald Kaplan focuses on litigation and representation before courts and administrative agencies, especially in matters related to energy and competition. Kimberly Frank‘s practice revolves around electric utility regulatory matters before FERC and state public utility commissions; she continues to advise renewable and grid-edge developers in negotiating complex regulatory requirements. Both lawyers mentioned are based in Washington DC.

Other key lawyers:

Donald Kaplan; Kimberly Frank; Ruta Skucas; Maria Faconti; Nathan Howe

Key clients

PPL Electric Utilities Corporation

Oklahoma Gas and Electric Company

El Paso Electric Rate 41 group

Energy > Energy litigation: oil and gas Tier 4

K&L Gates frequently acts as trial and appellate counsel to major clients in the upstream oil and gas industry, and defends lessees in multi-jurisdictional litigation brought by royalty owners, as well as litigating hydraulic fracturing cases and eminent domain. Other key areas of expertise include advising on issues impacting oil and gas operations in unconventional production areas. Jamie Lavergne Bryan, who splits her time between Fort Worth and Houston, represents oil and gas producers and pipeline companies in multi-district litigation, and jointly leads the practice alongside London-based Clare Kempkens. The Fort Worth office is also home to Jeffrey King, who has experience in multi-district and class action litigation, and Elizabeth Tiblets, who is commended as ‘smart, tenacious, and knows the industry very well’.

Practice head(s):

Jamie Lavergne Bryan; Clare Kempkens

Other key lawyers:


‘K&L Gates’ energy practice is excellent. The attorneys are creative, responsive, conscientious, and very knowledgeable about the specific issues facing our industry.’

‘Responsive and detailed, but also practical in their advice.’

‘Elizabeth Tiblets is smart, tenacious, and knows the industry very well. She is an excellent attorney in whom I entrust very high stakes litigation.’

‘Jamie Lavergne Bryan just settled a recent matter for us. She did stand out work, particularly on an issue that was complex, and that even the plaintiff and the plaintiff’s attorney did not understand. She was able to put us in a procedural position that helped us negotiate a final settlement’

‘Very knowledgeable team that has added new members over time to enhance its capabilities.’

Key clients

Enterprise Products Partners

TH Exploration II and Tug Hill Operating

TH Exploration

Energy Transfer Marketing and Terminals

Continental Resources, Inc.

SWN Production Company, LLC

Pachira Energy

Range Resources Corporation

Work highlights

  • Represented Continental Resources, Inc. in a case wherein a royalty owner seeking to represent a putative class claimed that Continental had wrongfully deducted post-production costs from oil royalties under a standard form oil royalty clause.
  • Represented Continental Resources, Inc. in a case wherein a working interest owner asserts that the finding of the North Dakota Industrial Commission concerning the location of the historical riverbed and the Ordinary High Water Mark for the Missouri River has caused it to lose a portion of its working interest.

Environment > Environment: litigation Tier 4

The ‘very responsive and professional’ practice at K&L Gates handles a broad range of disputes in the environmental arena, including permitting, natural resource damages, Superfund matters, and actions brought by regulators. The team, which acts for domestic and international clients, is spread out across the US and is led by Newark’s Brian Montag, Craig Wilson in Harrisburg and Seattle’s Ankur Tohan. Montag is active in the manufacturing, construction, telecoms and chemical sectors on regulatory, enforcement, and litigation matters. Dawn Lamparello , who is also based in Newark, handles both compliance and litigation and is well versed in a wide range of federal and state environmental statutes, with a focus on CERCLA and RCRA issues.

Practice head(s):

Brian Montag; Craig Wilson; Ankur Tohan

Other key lawyers:

Joseph Lagrotteria; David Raphael; David Naidu; Dawn Lamparello


‘Very responsive, professional, always presenting all options.’

‘David Naidu is an outstanding partner in our operation.’

‘Brian Montag has been incredibly strong as he has deep relationships with regulators where he has established credibility.’

‘They are incredibly thorough and professional and keep the train moving on time. Also, they understand how to pounce when pouncing is needed and be patient when no action is immediately needed.’

‘Brian Montag is professional and personable and knows a wide variety of experts that are used only as needed.’

‘While it is my preference that we are never in need of their services, they provided great value from day one. That value grew and became more and more apparent over time as well as more accomplishments were notched to scientifically prove we were not only complying with regulations but going stratospherically above and beyond the requirements.’

Key clients

Gary Development Landfill PRP Group

Cooperating Parties Group (CPG)

Mannington Mills

PPG Industries

Ford Motor Company

Energy Transfer Marketing &Terminals, L.P. (ETMT)

Olympus Energy, LLC

BNSF Railway Company

Hog Island Oyster Company

Gulf of Mexico Reef Fish Shareholders’ Alliance

Environment > Environment: regulatory Tier 4

K&L Gates acts for mid-size and Fortune 500 companies on a range of environmental regulatory matters, with particular experience of permitting, and air and water issues. The team is led by Brian Montag in Newark, Craig Wilson in Harrisburg and Seattle’s Ankur Tohan. Montag is active in the manufacturing, construction, telecoms and chemical sectors and represents clients before administrative authorities, such as the DOJ and EPA; Wilson has over 25 years’ experience and has a strong track record in environmental issues pertaining to energy projects. Tohan handles energy infrastructure and natural resource development projects and is a name for greenhouse gas matters.

Practice head(s):

Brian Montag; Craig Wilson; Ankur Tohan

Other key lawyers:

Timothy Weston; Stanford Baird; Tad Macfarlan


‘Excellent communication with all agencies involved.’

‘Very knowledgeable team that has brought along newer attorneys who are positioned to continue the same level of service and knowledge.’

‘Craig Wilson combines extensive knowledge with a practical outlook and approach. Always gives sound advise and not afraid to take a leap on an issue.’ 

Key clients

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

Tilcon New York Inc.

Chemical Council of New Jersey

New York Racing Association

Novozymes North America, Inc.

CPV Renewable Power and affiliates

Specialty Granules LLC.

Weyerhaeuser – Water Rights


Work highlights

Government > Government contracts Tier 4

Healthcare > Service providers Tier 4

K&L Gates houses a ‘deep bench‘ which acts for long-term care facilities and Medicaid-managed care organizations in matters concerning federal regulations, HIPAA, and regional care delivery. Mary Beth Johnston heads the team alongside Limo Cherian, working from North Carolina and Chicago respectively. Johnston primarily assists health and hospital systems, accountable care organizations, and clinical laboratory providers with physician compensation models and corporate governance, while Cherian handles government investigations, and Medicare fraud and abuse issues. Based in Dallas, the ‘amazingJoshua Skora often advises skilled nursing facilities and hospice agencies on overpayment audits, internal investigations, and payor disputes. Ken Marlow, who works out of the Nashville office, maintains a transactions focused practice, advising alternative investment management firms, non-profit health systems, and healthcare companies on strategic acquisitions and syndications.

Practice head(s):

Mary Beth Johnston; Limo Cherian

Other key lawyers:

Joshua Skora; Ken Marlow; Rebecca Schaefer; Gina Bertoloni; Andrew Lloyd


‘Great collaboration across all specialties, including corporate, regulatory, financing, and bankruptcy.’

‘Josh Skora is amazing, very plugged into happenings in the industry.’

‘I have used several healthcare law firms in my career, and this firm as been the best thus far, their legal expertise and strategy is unparalleled.’

‘K&L has a deep bench and extensive experience in healthcare regulatory matters, including fraud, waste and abuse, transactions and investigations.’

‘This firm has tremendous historical knowledge, which is incredibly valuable. They have a high level of expertise and I know I am getting reliable advice that is tailored to my company, and that is valuable.’

Key clients

ECU Health

Hospice of the Carolina Foothills

Atrium Health, Cape Fear Valley Health, and ECU Health f/k/a Vidant Health

Virginia Premier Health Plan, Inc.

Vanderbilt University Medical Center

McKay Consulting

Ochsner Clinic Foundation

UC Health


Sleep Data Services

VeruStat, Inc.

SouthEast Alaska Regional Health Consortium

Work highlights

  • Advised ECU Health with the legal and operational integration across all service lines, including regional care delivery, physician services, privacy, compliance, IT, risk management, insurance, among others.
  • Assisted Virginia Health Plan, Inc. with obtaining a voluntary dismissal with prejudice of eight False Claims Act counts in the U.S. District Court for the Western District of Virginia.
  • Advised UCHealth, a non-profit health system and academic medical center headquartered in Aurora, Colorado, on COVID-19 related matters.

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

K&L Gates has longstanding relationships with some of the leading fund managers and investment firms in the US, acting for them in the structuring, documentation, and operation of hedge funds. The firm’s Boston office is a key destination for this practice area: Nicholas Hodge draws on deep experience advising on hedge funds, while Pablo Man assists a broad funds client base with structuring and registration of obligations. Matthew Mangan at the San Francisco office is the name to note on the west coast, representing investment advisers, private fund managers and broker-dealers in fund formation, product structuring, transactional, regulatory and compliance and securities matters.

Other key lawyers:


‘Matthew Mangan is a wealth of knowledge and a pleasure to work with. His vast industry knowledge across sectors is a massive benefit to his clients and his prompt response time is very helpful.’

Key clients

Nikko Asset Management Americas

Museum of Fine Arts, Boston

GCM Grosvenor

CVC Credit Partners

Marathon Asset Management

Kohlberg Kravis Roberts & Co.

Mirova US

Work highlights

  • Representing Nikko Asset Management Americas in its hedge fund matters.
  • Representing the Museum of Fine Arts, Boston in private fund investments.
  • Advising GCM Grosvenor on the launch and successful start-up of registered closed-end fund of hedge funds and on the operation of new and existing registered closed-end funds as fund counsel.

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

As part of a robust offering across financial services, K&L Gates acts for some of the best-known fund sponsors and investment management firms in the market. Its strength in regulatory matters is a differentiator with the majority of the team’s key partners being adept in this aspect of the work. Recent years have also seen the firm further its fund raising counsel and in 2022 it was kept busy with a more diverse range of sources sought for funding from clients, particularly dealing with HNWIs and family investors. Sasha Burstein has experience assisting funds with structuring, as well as internal organization, registration and operation, and ongoing corporate governance matters. She is based in San Francisco, while on the east coast, New York-based Edward Dartley advises the range of private equity clients, from large institutional managers, to emerging and middle-market names. In Austin, Robert McCarthy has experience implementing complex investment structures for private equity and real estate funds.

Key clients

Gatewood Capital Partners

Apis & Heritage Capital Management

Linchris Capital Management

RevolverCap Partners

Presidio Investors

Terramont Infrastructure Partners

Goal Investment Management

Aegon Asset Management US

Stafford Capital Partners

Work highlights

  • Acting for Gatewood Capital Partners on seed and sponsorship-level investments in emerging investment managers pursuing a wide range of private equity investments strategies.
  • Represented Apis & Heritage Capital Management on the launch of an innovative fund that finances the sale of PoC-owned companies to their employees through an ‘employee-led buyout’ structure.
  • Advising Linchris Capital Management on the launch of its third real estate fund.

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

K&L Gates handles a variety of plans, including equity compensation, retention and deferred compensation plans. The firm advises publicly-held companies on the disclosure implications of executive compensation decisions under US securities laws, including advice on the drafting of required disclosures, the design and implementation of equity and cash incentive plans, as well as the preparation and analysis of Section 457(f) plans. San Francisco’s Rikki Sapolich-Krol concentrates on a variety of benefit plan and compensation arrangement work for public, private, non-profit and government clients, while Seattle’s ‘knowledgeable’ and ‘responsive’ Karrie Johnson Diaz is experienced in advising clients on all aspects of qualified retirement plans, in addition to health and welfare plan matters.

Practice head(s):

Rikki Sapolich-Krol; Karrie Diaz

Other key lawyers:

Charles Smith


‘Karrie Diaz is very knowledgeable in retirement plan law. She is responsive and thorough. She is approachable and does not talk down to us.’

Key clients

PPG Industries

PPL Corporation

Braskem America

Celanese Americas LLC

Nu Holdings

Securitas AB

Hexagon AB

Sinch AB

DDW, Inc.


In2Bones Global, Inc.

Inflection.com, Inc.

Laird Norton Company LLC

Office Ally, Inc.

Work highlights

  • Advising PPL Services Corporation on all benefit plan documentation, day to day matters and strategic benefit planning.
  • Advising Celanese Americas LLC on all employee benefits and executive compensation matters.
  • Representing Nu Holdings on all executive compensation matters, including executive employment agreements, design and implementation of cross-border (Latin America & US) equity plans and day-to-day compliance matters.

Media, technology and telecoms > Outsourcing Tier 4

Dispute resolution > International arbitration Tier 5

With a particularly prominent record in enforcement actions, K&L Gates also possesses significant experience in construction and commercial arbitrations. Additionally, the team continues to gain ground in the investor-state sphere, as evidenced by its recent work for AHG Industry in an ICSID arbitration against the Republic of Iraq concerning the expropriation of a cement plant and a pipe plant. New York-based Matthew Weldon fronts the international arbitration practice in the US and is particularly sought after for enforcement matters.

Practice head(s):

Matthew Weldon

Other key lawyers:

Thomas Holt

Key clients

AHG Industry

Kingdom of Spain

Government of Romania

Republic of Italy Ministry of Economic Development

Rolls Royce Power Solutions, Inc.

Dommo Energia S.A.

Petaquilla Minerals, Ltd.

Work highlights

  • Representing a US-based engineering and construction company against a sovereign-owned entity in an arbitration concerning the construction of a refinery in Latin America.
  • Representing a power generation company in a dispute relating the construction and development of a diesel power plant in Chile.
  • Representing Romania in resisting continued enforcement of an ICSID award obtained by the Micula brothers, involving claims totaling more than $1bn.

Intellectual property > Patents: litigation (full coverage) Tier 5

The IP litigation team at K&L Gates is a full-service practice with standout global integration, allowing the firm to handle complex cross-border intellectual property matters in conjunction with international experts. The team acts across various industries, including chemical and mechanical engineering, electrical engineering, and pharmacology. Theo Angelis, a talented trial lawyer operating out of Seattle, is the practice group coordinator for the IP litigation practice. Christina Goodrich, the managing partner of the firm’s Los Angeles office, and Benjamin Weed, a Chicago-based patent attorney with a computer science background both also lead the team.  

Practice head(s):

Theo Angelis; Christina Goodrich; Benjamin Weed

Other key lawyers:

Jason Engel

Key clients

Luxshare Precision Industry Co., Ltd.

Realtek Semiconductor Corporation

T-Mobile, Sprint

Charter Pacific Communications Ltd.

II-VI, Inc. (and Finisar Corporation)

Realtek Semiconductor Corp.; TCL Technology Group Corporation

New Asia Superhard Material Composite Co., Haimingrun, Inc., and Juxin Technology Development Ltd. Co.

OsteoMed LLC

Lenovo United States Inc.

Milliman, Inc. and Milliman Solutions, LLC

Work highlights

  • Represented New Asia, HMR, and Juxin in International Trade Commission Investigation No. 337-TA-1236.
  • Represented II-VI, the leading US-based manufacturer of optical materials and semiconductors.
  • Represented a global conglomerate against an Non-Practicing Entity (NPE) campaign initiated by Sisvel.

Real estate > Construction (including construction litigation) Tier 5

With experience in drafting and negotiating an array of industry contracts, K&L Gates assists clients in regional as well as global construction disputes, notably in international and domestic arbitration, also advising clients at all stages of construction projects including contract negotiation, procurement, project changes and execution. Slade Sevier has long-standing litigation and contract negotiation experience, and often negotiates an assortment of construction agreements including installation, joint ventures and maintenance. Ryan Lee, as well as Emma Wolfe, further reinforce the team with their dispute resolution capabilities, with the former possessing expertise in transactional matters. All mentioned individuals are located in Nashville.

Practice head(s):

Slade Sevier

Other key lawyers:

Ryan Lee; Emma Wolfe; Jason Richey; Rob Dodson; Justin Leonelli; Talor Bearman


‘Easy to work with and always available, they understand our business very well.’

‘Individuals are personable and committed to the task at hand.’

‘Communication was easy as industry specific terms were immediately understood.’

‘The firm construction practice is both innovative and resourceful. The individuals that I have dealt with are empathetic with their clients but also practical in developing the appropriate approach and strategy to best present the client’s case. They are tenacious in cross examination and have really helped their client’s witnesses prepare for the experience.’

‘The construction litigation team at K&L Gates is strong internationally, which is primarily based on having strong attorneys in diverse locations such as London and Dubai.’

‘Jason Richey is a high energy personality who thrives in a courtroom setting. He readily understands technical issues and has a firm grip on the construction process.’

Key clients

Aventiv Technologies

Arlanxeo Canada, Inc.

Bombardier Transportation (Holdings) USA, Inc.

Patella Carpet & Tile

W.G. Yates & Sons Construction Company

Taiwan Semiconductor Manufacturing Company Limite

Balfour Beatty Construction, LLC

PreZero US, Inc.


Ørsted Wind Power North America, LLC

Lee Company

Ryman Hospitality Properties, Inc.

Hankook Tire Manufacturing Tennessee, LP

Work highlights

  • Represented Aventiv in connection with bid protest proceedings around the country, including proceedings in Florida, Georgia, Hawaii and California.
  • Represented W.G. Yates & Sons Construction in numerous dispute with the owner of the Virgin Hotel.
  • Advised Taiwan Semiconductor Manufacturing Company in connection with the development of state-of-the-art manufacturing campus in Phoenix, Arizona.

Real estate Tier 5

At K&L Gates‘ Charleston office, Matthew Norton co-chairs the firm’s global real estate practice and spearheads the resort, hospitality and leisure practice. He has worked extensively throughout Latin America and the Caribbean, and is experienced in the sale, acquisition, financing, and development of hotels, resorts, and golf courses. Shannon Skinner is the other co-head, based in Seattle, concentrating her practice on commercial real estate and financing transactions, particularly regional shopping centers, hotels, office buildings, industrial and logistics properties, mixed-use projects, multifamily and museums.

Practice head(s):

Matthew Norton; Shannon Skinner


‘K&L Gates have completed numerous commercial real estate leases for my firm. They continually meet projected schedules. They are efficient with each lease and build on past transactions to simplify future negotiations.’

Key clients



Pensylvania – American Water Company

Hershey Foods

South Street Partners, LLC

Healthcare Realty Trust Incorporated

Sixth Street

IGIS Asset Management Co., Ltd.

Meritz Alternative Investment Management

Mastern Asset Management Co., Ltd.

Hana Asset Management

Work highlights

  • Representing a publicly traded healthcare REIT on national transactional and litigation/lease default work, including numerous medical office building single building and portfolio acquisitions and dispositions, along with development work in connection with multiple medical office building properties across the United States.
  • Represented IGIS Asset Management in its acquisition of a 49% joint venture interest in the Midtown Center office and retail building located in Washington, D.C. At the time of closing, the acquisition was one of the largest real estate transactions in D.C. to be completed since the onset of the pandemic.
  • Represented Meritz Alternative Investment Management in connection with the acquisition of 49% of the membership interests in a Limited Liability Company joint venture entity indirectly owning the fee interest of the real property located at 220 East 42nd Street, New York, New York, commonly known as the “Daily News Building”.

Tax > US taxes: non-contentious Tier 6

K&L Gates‘ corporate tax practice works with a broad range of clients, including both Fortune 500 companies and start-ups, as well as individuals and tax-exempt entities. New York-based co-head Adam Tejeda is a key port of call for private equity, credit and real estate funds across the full gamut of tax matters, while in Charlotte, fellow co-head Jared Mobley advises on the tax and business aspects of limited liability companies, S corporations, and other flow-through entities, in addition to his estate planning expertise. Dallas-based Sam Megally is noted for his specialization in SALT matters across the technology, aviation, and healthcare sectors.

Practice head(s):

Adam Tejeda; Jared Mobley

Other key lawyers:

Jared Mobley; Sam Megally; Randy Clark; Kevin Stichter; Mitch Weiss


‘I have observed the intellect and tax planning abilities of Mitch Weiss over the last ten years. He is superior and the person to whom I have directed all referrals when in need of a tax practitioner.’

‘The team has a positive and collaborative attitude and is a pleasure to work with.’

‘Adam Tejeda is a star performer.’

‘The tax team are always willing to collaborate, making them a pleasure to work with.’

‘The team are happy to jump onto a call, even at the busiest of times or if it is unclear that it will lead to an engagement. There has never been any pushback and I know that I will always get an initial answer.’

‘I have thoroughly enjoyed working with Adam Tejeda.’

‘Proactive and knowledgeable in Texas-related franchise tax.’

‘I was impressed by the knowledge and practical experience of the attorneys at K&L Gates.’

Key clients

Hexagon AB

Carousel Capital Partners VI, L.P.

Caisse de depot et placement du Quebec and Fonds de solidarite FTQ

W.A. Kendall & Company, LLC

Falfurrias Capital Partners, L.P.

Burke Porter Group

Partners Group

Work highlights

  • Represented Hexagon AB on its $2.8bn acquisition of Infor LLC and its affiliates.
  • Advised Carousel Capital Partners VI on the purchase of a majority investment in Reliance Partners, with a tax focus on pre-closing restructuring for rollover investors and purchase price allocation issues.
  • Assisted Burke Porter Group with its sale to AEA Investors for over $1bn.

M&A/corporate and commercial > Private equity buyouts: large deals ($500m+)

From formation and portfolio management to disposition and exit strategies, K&L Gates’ private equity practice guides clients through every stage of the fund life-cycle. Based in Charlotte and led by Rick Giovannelli, the team has specialist expertise in a broad range of sectors including technology, healthcare, and financial services.

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; nine offices in Europe, located in Berlin, Brussels, Dublin, 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.