K&L Gates > Dallas, United States > Firm Profile
K&L Gates Offices

1717 Main Street
Suite 2800
Dallas, TX 75201
TEXAS
United States
K&L Gates > The Legal 500 Rankings
Transport > Shipping: litigation and regulation Tier 1
The maritime practice at K&L Gates is distinguished for its ‘outstanding’ regulatory and policy knowledge, harnessing extensive experience working alongside legislative and executive brand agencies, as well as international governmental bodies and officials. With a large global network, the firm is well-equipped to provide comprehensive support to clients in the full gamut of maritime issues, notably arrests, attachments, and seizures of vessels; marine insurance claims; vessel collisions, allisions, and groundings; and a range of maritime contract disputes. In Washington DC, Michael Scanlon co-leads the policy and regulatory practice, representing US and foreign shipping companies and marine service providers before federal agencies, US Congress and federal courts; Mark Ruge handles federal government matters, and associate Elle Stuart assists on regulatory, policy, and legislative matters. Boston-based Jeffrey King specialises in complex commercial litigation and arbitration concerning maritime and transportation matters, whilst the ‘intelligent and responsive’ George Kontakis leads on domestic and international commercial and criminal matters in the New York office. Houston-based associate Jody Schisel-Meslin is another key contact for maritime litigation.Practice head(s):
Darrell L. Conner; Clare Kempkens; Michael Scanlon
Other key lawyers:
Jeffrey King; Mark Ruge; George Kontakis; Jody Schisel-Meslin; Elle Stuart
Testimonials
‘Members of K&L Gates’ shipping team in New York are knowledgeable experts. What makes them unique is that they always know their clients’ business.’
‘George Kontakis is a very bright lawyer. He is intelligent and responsive.’
‘Outstanding knowledge of the U.S. regulations and international treaties which impact merchant marine training.’
‘Mark Ruge: Possibly the most effective admiralty lawyer in the U.S. today.’
‘The overall practice has a breadth of knowledge and experience in a particularly niche corner of the maritime industry that is invaluable and incomparable to any other firm. We have been so pleased with the depth of expertise, candor, and ethical legal advice from the K&L Gates team. ’
Key clients
RWS and Associates Entertainment, Inc.
American Maritime Partnership
Matson, Inc.
Mediterranean Shipping Company SA
Transportation Institute
Lake Carriers’ Association
American Bureau of Shipping
Norwegian Cruise Line Holdings, Ltd
American Roll-on Roll-off Carrier Group
Work highlights
- Developed an industry and congressional coalition that advocates for construction of a new navigation lock in a key waterway in the Great Lakes.
- Advising a large wholesale retailer, in connection with a demurrage/detention dispute under a Global Freight Forwarder Services Agreement between the parties with charges exceeding $24 million.
- Representing RWS and Associates Entertainment, Inc. in two separate federal court actions involving Jones Act claims asserted by seamen alleging person injuries aboard a cruise vessel. Significant personal injury damages claimed.
Dispute resolution > E-discovery Tier 2
K&L Gates has a robust advisory offering in the e-discovery field, assisting with the effective management of all discovery phases from identification and review through to production. The firm is well-versed in analyzing vast quantities of data and using innovative technologies to reduce data volumes for its clients. The group also shows strength in handling e-discovery processes for contentious matters, ranging from class action, qui tam action and government-requested investigations. Julie Anne Halter leads the team with a focused practice on commercial and business litigation, arbitrations and government investigations.Practice head(s):
Julie Anne Halter
Work highlights
Government > Government relations Tier 2
Demonstrating strength in congressional investigations, the K&L Gates public policy and law group is also frequently retained by private companies, alliances and associations for strategic advice and policy advocacy. The practice is active across the financial services, postal, maritime, space, LNG and transportation industries. Michael Scanlon has a specialism in shipping and maritime matters and advocates in this area for new legislation and regulation and compliance with this, while David Wochner focuses on the natural gas and hydrogen industries and has extensive experience representing clients before the U.S. Federal Energy Regulatory Commission. Karishma Page lobbies on behalf of clients in the financial services, retirement, healthcare and employee benefits areas, while Andrew Wright is adept at congressional investigations. All four partners are based in Washington DC and make up the leadership team. Daniel Crowley handles public policy issues relating to financial services, Bruce Heiman focuses on cyber security, privacy policies and IP, while Emanuel Rouvelas handles policy issues in the maritime and shipping industry. Joe Trahern joined the practice in January 2024 and brings experience in the Senate and House of Representatives with him.Practice head(s):
Michael Scanlon; David Wochner; Karishma Page; Andrew Wright
Other key lawyers:
Daniel Crowley; Bruce Heiman; Emanuel Rouvelas; Joe Trahern; David Rybick
Key clients
Transportation Institute (TI)
Church Alliance
NextDecade – Rio Grande LNG
Virginia Hospital & Healthcare Association (VHHA)
Pitney Bowes
Receivables Management Association International
California Public Employee Retirement System (CalPERS)
Package Coalition
Commonwealth LNG
Glenfarne Energy Transition
Stuart M. Slaven
Devereaux Advanced Behavioral Health
American Roll-on Roll-off Carrier Group
Work highlights
- Served as investment policy counsel for 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.
- Served as outside counsel to Transportation Institute for several decades, assisting in projects in substantive areas ranging from international trade to defense to maritime industry promotion.
M&A/corporate and commercial > Delaware counsel Tier 2
In Wilmington, K&L Gates advises on a range of financial and corporate legal matters in state and national judiciaries, led by Scott Waxman. The team, which counts Bloomberg Finance, Churchill Asset Management, and Wells Fargo Banks as clients, regularly assists with joint ventures, credit facility financing, limited liability partnerships, and corporate acquisitions. Waxman has strong links to the state legislature, as a former chairman of the Alternative Entities Subcommittee of the State Bar, which strengthens his ability to serve LLCs and LLPs. Eric Feldman excels at M&A and is equipped to handle securities transactions, bankruptcy matters, and structured finance. Nicholas Froio is a statutory trusts expert and currently helps draft the relevant statute in the State Bar Association. Andrew Skouvakis is adept at handling domestic and multi-jurisdictional financial matters but has a broad skill set that covers banking law and hedge fund work as well. Kelly Terribile joined the firm from Greenberg Traurig LLP in August 2024, bringing with her expertise in corporate governance and IPOs.Practice head(s):
Scott Waxman
Other key lawyers:
Nicholas Froio; Andrew Skouvakis; Erik Feldman; Kerry Terribile
Key clients
Lifepoint Health
Bloomberg Finance, L.P.
AFP ProVida S.A.
Azul Linhas Aéreas Brasileiras S.A.
Wilmington Trust, N.A.
Wells Fargo Bank, N.A. /Computershare Trust Company, N.A.
Falfurrias Capital Partners
500 N 4th Street LLC d/b/a Standard Power
Johnstone Supply, Inc.
Churchill Asset Management
Work highlights
- Advised Lifepoint Health and certain of its affiliates as to matters of Delaware law and the United States Corporate Transparency Act in connection with various organizational, internal restructuring, and joint venture matters, including a joint venture with Ascension Saint Thomas, through which the organizations will jointly own Highpoint Health System.
- 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 in secured transactions, asset-backed financings, aircraft financing transactions, and life settlement transactions.
- Represented Wells Fargo and Computershare and their affiliates in numerous transactions in which Wells Fargo served in various capacities, including as trustee, collateral agent, custodian, verification agent, securities intermediary, and backup servicer in secured transactions, asset-backed financings, aircraft financing transactions, and life settlement transactions.
M&A/corporate and commercial > M&A: middle-market ($500m-999m) Tier 2
Reputed for its ‘deep industry knowledge’, K&L Gates operates across the life sciences, healthcare, and energy industries, and displays both corporate and transactional strengths, advising clients on M&A and private equity transactions. Rick Giovannelli leads the department and is ably supported by the ‘terrific’ New York-based Robert ZinnPractice head(s):
Rick Giovannelli
Other key lawyers:
Testimonials
‘What makes the K&L Gates team unique is the combination of their distinct legal knowledge with their deep industry knowledge, coupled with clear communication that de-escalates and settles the most entangled disputes amicably.’
‘The team works together collaboratively to resolve complex issues. Further, the team employs a flat structure and encourages open communication, which is helpful in addressing and resolving complex issues in a quick and efficient manner.’
‘The people I work with are open-minded and always willing to help.’
‘The team has deep subject matter expertise in M&A. More importantly, they know how to use this knowledge and make it understandable to the client when providing guidance. They are thorough, responsive and reliable.’
‘David Edgar has been one of the most important business partners for me. I’ve come to rely on him heavily and regularly for any corporate matters. He is my go-to. He has deep subject matter expertise and provides clear advice. He’s responsive, reliable and personable.’
‘The team has been terrific. They’ve been consistently good partners for many years. The team has been stable too, allowing deep knowledge of our business, culture and risk. More than that, the K&L Gates team has invested in getting to know our lawyers and business leaders to help with the transactions.’
‘Lots of great global talent to help us with an international project. Very accessible.’
‘Our experience is with Bob Zinn, who is terrific in every regard. Great tactical advisor, familiar and comfortable with commercial negotiations.’
Key clients
Akoustis Technologies
Barefoot Mosquito and Pest Control
Butler Health System
Carousel Capital Partners
Exact Sciences Corporation
FUJIFILM Electronics
Incline Equity Partners
Lehigh Valley Health Network
Pacific Trellis Fruit
The SEER Group
SPX Corporation
Saltchuk Resources
Work highlights
- Advised Saltchuk Resources, Inc. in its pending acquisition of Overseas Shipholding Group (OSG), Inc., in a transaction that values OSG at an aggregate equity value of approximately $653m and a total transaction value of $950m.
- Advised Axonics, Inc in its definitive agreement to be acquired by Boston Scientific Corporation, for $71 in cash per share, representing an equity value of approximately $3.7bn.
- Represented FUJIFILM Holdings America Corporation and FUJIFILM Electronics Materials USA., Inc in the acquisition of a semiconductor high-purity process chemicals business from Entegris, Inc.
Energy > Energy regulation: electric power Tier 3
K&L Gates offers comprehensive regulatory and litigation expertise, representing clients before FERC, the Texas Public Utilities Commission (PUC), state commissions, and federal courts of appeals. The team regularly handles high-profile FERC litigations, hearings, settlements, and other regulatory initiatives, while also representing clients in contested proceedings, investigations, and compliance matters before the Texas PUC. The firm assists clients in securing necessary authorizations, approvals, and waivers from regulatory requirements, ensuring seamless navigation through complex energy regulations. The practice is co-led by Kimberly Frank, based in DC, who focuses her electricity regulatory work before FERC and state public utility commissions. She has deep experience in administrative and appellate litigation involving regional capacity and energy market designs, transmission service and rates, and cost allocation. Co-head Brogan Sullivan, based in Kansas City, adds broad regulatory expertise, while Austin-based Maria Faconti focuses on state-level energy regulatory issues within the Electric Reliability Council of Texas.Practice head(s):
Kimberly Frank; Brogan Sullivan
Other key lawyers:
Chimera Thompson; Maria Faconti
Key clients
Kansas Electric Power Cooperative, Inc.
Work highlights
Energy > Energy regulation: oil and gas Tier 3
K&L Gates has a well-regarded natural gas regulatory team with significant experience in US pipeline transportation, storage, and LNG imports and exports. The firm advises on all aspects of the FERC authorization process for new LNG facilities and navigates regulatory intersections with other agencies. The team is also noted for its expertise in FERC pipeline regulation, covering transportation capacity, rates, and service terms. London-based practice head Ben Holland leads the team alongside Washington D.C.-based David Wochner, who advises on federal regulatory and policy matters affecting energy infrastructure. Washington D.C.-based Timothy Furdyna focuses on energy infrastructure development, representing LNG facility developers and pipeline shippers.Practice head(s):
Ben Holland
Other key lawyers:
Testimonials
‘This team has an extraordinary depth of knowledge and experience in all issues – both directly and indirectly – related to our work. As our initiative grew in complexity, they were able to access individuals from other offices and other disciplines with the precise skillsets required for our success. It seems that they had encountered all of our issues before and had options and advice in all cases.’
‘I would like to highlight David Wochner whose commitment to our efforts was exceptional. He was incredibly responsive to our requests, and went above and beyond in providing contacts in the industry, hosting meetings of our coalition, and providing other support that others might consider beyond the scope of engagement. He was a real partner and key participant in our work, rather than being a “service provider” or limited advisor.’
Key clients
NextDecade – Rio Grande LNG
CNG HOLDING 1, LLC
Entergy Services, LLC
Commonwealth LNG
Glenfarne Energy Transition
Magnolia LNG LLC
New Jersey Natural Gas
Orlen S.A.
Work highlights
- Advising Glenfarne Energy Transition, a developer of global energy transition assets and infrastructure, on several key regulatory and policy issues potentially impacting the LNG industry, including the very significant Magnolia and Texas LNG facilities, both in the United States and globally.
- Served as lead regulatory and policy counsel for New Jersey Natural Gas as it considers opportunities for decarbonization, including blending of hydrogen into the natural gas stream
- Advised CNG HOLDING 1, LLC in its application to DOE for authorization to export compressed natural gas; drafted and submitted a FERC petition for declaratory order seeking a finding that its compressed natural gas export project will not be subject to FERC’s jurisdiction under the Natural Gas Act; and negotiated with FERC-regulated interstate natural gas pipelines to provide CNG Holding’s facility with reliable sources of feed gas.
Energy > Energy transactions: electric power Tier 3
Offering assistance on both domestic and international energy transactions including M&A deals, joint ventures, and debt and equity offerings, the energy, infrastructure, and resources practice at K&L Gates is predominantly instructed by institutional investors, tax equity investors, and lenders. Alongside its deep experience in the field, the group has cross-border capabilities which continue to attract notable clients including the likes of Acciona and CIT. In Washington DC, Kimberly Frank heads up the team while Brogan Sullivan leads the department in Kansas City. Sullivan stands out for his aptitude handling acquisitions, joint ownership, and tax equity financing transactions in the renewable power sector. The office in Kansas City also benefits from the expertise of John Crossley who advises on the life cycle of renewable energy projects including portfolio acquisitions and dispositions and tax equity and debt finance transactions. Another key name in the practice is Kansas City-based Kaitlyn DeYoung who is also adept at assisting with transactions, project financing, and tax equity deals.Practice head(s):
Kimberly Frank; Brogan Sullivan
Other key lawyers:
Testimonials
‘Brogan Sullivan provides excellent advice that’s practical and tailored to the client’s business goals and objectives.’
Key clients
Capital Power Corporation
Ørsted
Acciona Energy USA Global, LLC
CIT
Greenbacker Capital Management
Natixis, New York Branch
Canadian Imperial Bank of Commerce, New York Branch
Algonquin Power & Utilities Corporation
Scout Clean Energy
GRI Towers Texas Inc.
Work highlights
Energy > Renewable/alternative power Tier 3
Noted for its aptitude for handling acquisitions and dispositions of energy generation projects, sales and purchases of energy projects and portfolios, and tax equity and credit matters, the power practice at K&L Gates continues to attract new clients from the renewable energy and financial services industry sectors to its roster which consists of notable names such as Acciona Energy and Ørsted. The group has particular expertise advising on matters related to solar, wind, and energy storage, as well as hydrogen, biogas, and waste-to-energy both on a domestic and international level. Leading the team is Brogan Sullivan who stands out for his prowess in handling national and cross-border M&A transactions, tax credit purchases and sales, and tax equity finance. The department also benefits from the experience of John Crossley who frequently represents sponsors and tax equity investors on acquisitions, dispositions, and debt finance transactions, while Kaitlyn DeYoung concentrates on project portfolio acquisitions, construction loan financings, and tax equity transactions. All lawyers mentioned are based in Kansas City.Practice head(s):
Brogan Sullivan
Other key lawyers:
Testimonials
‘Brogan Sullivan provides excellent advice that’s practical and tailored to the client’s business goals and objectives.’
Key clients
Capital Power Corporation
Algonquin Power & Utilities Corporation
Ørsted
Acciona Energy USA Global LLC
CIT
Greenbacker Capital Management
Braen Energy Storage LLC
Talus Renewables Inc.
Scout Clean Energy
GRI Towers Texas Inc.
Finance > Fintech Tier 3
K&L Gates offers a team with ‘beyond amazing’ knowledge, known for their ability to advise on complex partnerships, regulatory compliance regarding both state and federal law, and transactional matters. New York-based co-head Judith Rinearson is an expert in prepaid and emerging payment systems, including embedded finance and BaaS, while fellow co-head Jeremy McLaughlin is based in San Francisco and focuses on advising a broad range of clients on money transmitter laws, anti-money laundering laws, and digital asset investments. In Charlotte, Michael Hutson is a key figure in the firm’s transactional offering, focusing on emerging growth and venture capital.Practice head(s):
Judith Rinearson; Jeremy McLaughlin
Other key lawyers:
Michael Hutson
Testimonials
‘The people – they are delightful, personable and just great people to work with. The financial regulatory team is one of the best teams I have ever worked with and they certainly know their stuff!’
‘Their knowledge is beyond amazing, they deliver it with a smile and they offer practical operational resolutions to industry challenges.’
Key clients
Foris Dax, Inc.
Caleb & Brown
Tabapay, Inc.
CoinJar
TalkRemit Ltd.
Southwest Airlines Co.
Monogram LLC
Global Innovations Bank
First Century Bank, N.A.
Currencies Direct
The North American Derivatives Exchange, Inc.
IGT Global Solutions Corporation
Foro
Metallicus, Inc.
Balderton Capital
Immutable Inc.
Cube Exchange
Republic Bank & Trust Company
Onbe, Inc.
Coinflip
Work highlights
- Advised TabaPay in its potential acquisition of Synapse’s assets in connection with Synapse’s filing of Chapter 11 Bankruptcy.
- Represented Crypto.com on the application and chartering of its digital asset trust company in New Hampshire, Foris DAX Trust Company, LLC d/b/a Crypto.com Custody Trust Company.
- Advised Balderton as lead investor in the €60m Series E+ financing of Scalable Capital.
Insurance > Advice to policyholders Tier 3
Pittsburgh-based David F. McGonigle co-leads the insurance recovery practice at K&L Gates. The team is regularly tapped by a variety of corporate entities for assistance with the full spectrum of coverage disputes. Lawyers filling the US bench include Washington DC-based Jonathan Cohen, who specializes in product liability, product recalls, supply chain, and cyber incident matters, and Geoffrey J. Greeves, an experienced trial lawyer well-acquainted with business tort litigation. In Newark, Donald W. Kiel acts for a broad selection of clients before various courts, and Anthony La Rocco, whose practice spans a true variety of sectors and policy types. Pittsburgh-based commercial litigator John Sylvester is well-versed in environmental and product liability matters as well as a range of first-party claims disputes, Laura Veith handles long-tail asbestos and environmental liabilities as well as professional and general liability and business interruption issues, and Lucas Tanglen advises policyholders on renewals and wording negotiations.Practice head(s):
David F. McGonigle; Sarah Turpin
Other key lawyers:
Jonathan Cohen; Donald Kiel; Geoffrey J Greeves; Lucas Tanglen
Testimonials
‘Strong combination of legal technical knowledge and practical business acumen.’
‘In a thirty-plus year career as an insurance executive working with internal and external counsel, Tony LaRocco has proven to be without peer. He is an exceptional litigator and practice leader with a track record of exceeding client needs.’
‘Significant experience on the policyholder side, well equipped to negotiate or litigate with insurance companies. Strategic in exploring all options before litigation and knowledgeable of the laws of various states.’
‘Jonathan Cohen is super smart, analytical, experienced, and creative in his approach to finding solutions that serve the long-term interests of the insured. Lauren Soundgrand is a hard-working associate who is well on her way to becoming a star in this field.’
‘Exceptional round-the-clock client services with outstanding legal expertise.’
‘Don Kiel provides practical insurance coverage advice that has uniquely enabled our legal department to position ourselves as a value generator for our organization.’
‘This is a very strong practice area for K&L Gates. My former company worked with them for decades and relied on their strategy, practicality, and far-sightedness. They have very deep knowledge of the insurance industry and worked seamlessly with our brokers.’
‘Lucas Tanglen in the K&L Gates insurance practice is exceptional. He is practical and strategic. The very person you want in the trenches with you.’
Key clients
Carlex Glass America
Calumet Products Partners
Work highlights
- Representing a global medical device manufacturer in litigation in the United States District Court for the Northern District of Texas involving insurance coverage under the company’s D&O policy.
- Representing Wyndham Hotels & Resorts in insurance coverage litigation related to alleged violations of sex trafficking laws.
- Representing Ezrasons, Inc. in a Second Circuit Court of Appeals seeking to overturn an adverse summary judgment ruling limiting coverage under a Cargo Elite policy issued by Defendant-Appellee Travelers Property Casualty Company of America for goods destroyed in a warehouse fire.
Intellectual property > Trademarks: non-contentious (including prosecution, portfolio management and licensing) Tier 3
Praised for its ability to provide its panoply of clients with ‘unique solutions’, K&L Gates possesses a strong grounding across a diverse range of maintenance, policing, licensing and clearance work. The group is jointly steered by Chicago’s Robert Barrett and Seattle’s Theo Angelis. In Seattle, Pam Jacobson draws upon her background in health tech to advise a host of established corporations. Boston’s David Byer further strengthens the firm’s offering with his established capabilities in trademark, advertising and publicity issues.Practice head(s):
Robert M. Barrett; Theo Angelis
Other key lawyers:
Testimonials
‘Always thinking out of the box with unique solutions.’
‘I find them to be excellent. Always clear and efficient.’
‘They have deep experience in trademarks and are extremely easy to work with.’
‘Great communication and practical approach.’
‘Highly productive and proactive.’
‘K&L Gates has broad expertise in all facets of trademark practice, from registration to enforcement.’
‘Pam Jacobson is an excellent attorney who is efficient, thorough and practical. Her briefing on legal issues is some of the best I’ve seen.’
Key clients
QuidelOrtho
Westinghouse Electric Company LLC
Abercrombie & Fitch
YWCA USA
XoBiologix
Minitab
Kudelski Group
Thurgood Marshall College Fund
Cynosure, Inc.
Valve Corporation
Work highlights
- Handled Minitab’s worldwide IP litigation, IP enforcement and IP patent and trademark prosecution matters as well as its privacy matters.
- Advised on company-wide artificial intelligence (AI) policies for Abercrombie & Fitch and assisted with parameters and implementation of this policy.
Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 3
Practitioners within K&L Gates‘s ‘practical and results-oriented’ group offer clients deep registered funds knowledge which runs the gamut of registered funds, namely exchange traded funds, open-end funds and closed-end funds, being called upon by some of the world’s largest asset managers such as BNY Mellon Investment Management. The team especially stands out for assistance with fund governance and board dynamics, due to its experience of advising leading board members of investment companies, particularly in relation to new state and congressional initiatives and regulatory changes. Indeed Robert Zutz and Ndenisarya Meekins in Washington DC are both noted for their ‘encyclopedic 1940 Act knowledge.’ Meekins leads the team alongside firm chairman Michael Caccese in Boston, Clair Pagnano in Boston and Mark Amorosi in Washington DC, who is key for restructuring matters. Pagnano is key for closed-end fund advice, and is particularly well reputed in exemptive applications as well as no-action letter requests. Elsewhere, Mark GoshkoPractice head(s):
Michael Caccese; Clair Pagnano; Mark Amorosi; Ndenisarya Meekins
Other key lawyers:
Robert Zutz; George Zornada; Stacy Fuller; Mark Goshko
Testimonials
‘The individuals at K&L Gates are incredibly prompt and have been particularly helpful in turning time-sensitive requests on short notice, when required. The team members are very friendly and maintain a very high degree of industry knowledge. Above all, the individuals at K&L Gates are extremely practical and results-oriented.’
‘The individuals that I work with at K&L Gates are extremely practical and results-oriented. Stacy Fuller and Robert Zutz will go above and beyond to ensure that their clients receive the sophisticated legal advice required to address complex issues of law on a timely basis.’
‘So many resources under one firm. The registered funds team has so much experience, including many having served at the SEC.’
‘Bob Zutz and Ndenisarya Meekins are amazing! They are so knowledgeable and stay abreast of all industry developments and regulatory matters.’
‘The team is a leader in launching closed-end interval funds with innovative strategies.’
‘The K&L Gates mutual funds practice attorneys have deep knowledge of their subject matter, are very responsive when asked to comment on any business matter that may arise, and go out of their way to improve fund governance and board dynamics. I have been especially impressed, as a relatively new board chair, that the lead of the K&L team has provided me with “coaching” on how to navigate some of the key challenges that our board has faced. This advice has been invaluable and in at least one case clearly resulted in a substantial benefit to our shareholders.’
‘Energy, integrity, intellect, and knowledge. The K&L Gates team seems to be always available, and they manage to turn around even very complicated projects very quickly. I am particularly impressed with Robert Zutz and Ndenisarya Meekins, both of whom have encyclopedic 1940 Act knowledge as well as great wisdom in addressing the questions that have come before our board.’
‘K&L has built a remarkable breadth of knowledge and depth of experience in their 1940 Act teams. There has never been an instance where we could not turn to them with absolute confidence for their advice or representation in any area of need no matter how essential or arcane. Their astute assessments of the regulators as well as new state and congressional initiatives are exceptionally insightful, accurate and truly helpful.’
Key clients
Touchstone Advisors
Federated Hermes
Principal Global Investors
BNY Mellon Investment Management
GCM Grosvenor
NexPoint Advisors
John Hancock Investment Management
MassMutual Funds
Mirova
Allspring Investments
Salient Partners
Nuveen Asset Management
Cypress Creek Private Strategy Funds
PMF Funds
Loomis Sayles & Co.
Work highlights
- Represented a leading US-based global investment manager in its creation of investment performance models for new alternative investment strategies and PPMs, and on how to comply with the SEC’s new Marketing Rule.
- Represented multiple issuers, including Eventide Asset Management, Income Research and Management and 3Edge Asset Management, in connection with the launch of their first ETFs’
Transport > Aviation and air travel: finance Tier 3
The aviation finance team at K&L Gates has wide-reaching expertise, from representing both bank and non-institutional lenders to lessors, airlines, and technology innovators. Its services for commercial finance in the sector are a particular highlight. Amanda Darling heads up the team from Orange County, ‘an excellent lawyer’ with notable experience of the Japanese market which leads her to work in structuring and advising on JOLCO transactions. Milos Kovacevic, in Seattle, is also recommended.Practice head(s):
Amanda Darling
Other key lawyers:
Testimonials
‘K&L Gates have a very strong team spread across their network, with a deep bench who have a solid grasp of the aviation finance market’
‘Amanda Darling is an excellent lawyer. She is highly knowledgeable, very easy to deal with and makes herself available for her clients. ’
‘They are very responsive, pragmatic, knowledgeable and availableto reach a mutual solution, even when working on opposite side of a transaction. ’
‘Amanda Darling is a pleasure to deal with – professional, pragmatic, reliable.’
‘The worldwide coverage offered by the team is particularly useful in the negotiation of aircraft finance transactions. It facilitates quick document turnaround times which is crucial in meeting short timeframes.’
‘I have been working with an excellent lawyer and her team at K&L Gates for over 10 years. I am very satisfied with their work. ’
‘Amanda Darling based in CA is very responsive, proactive and professional. She understands our business and our industry very well. Excellent lawyer!’
‘K&L is amazing at coordinating/collaborating internally and externally to support highly structured/innovative financing solutions. We have been extremely pleased with their team which enable tremendous growth in the aviation sector for our bank.’
Key clients
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JP Lease Products & Services Co., Ltd.
Sumitomo Mitsui Trust Bank, Limited, New York Branch
TC Skyward Aviation U.S., Inc.
Republic Airways Inc.
Tokyo Century Corporation
CareFlight Limited
Sumitomo Mitsui Finance and Leasing, Company, Limited
Sojitz Corporation
Work highlights
- Advised a Japanese aviation leasing company as beneficial seller’s/purchaser’s counsel in the sale and purchase of the beneficial interest and JOLCO finance and lease of seven (7) Airbus A321-271NX aircraft with MSNs 11032, 11086, 11642, 11161, 11195, 11247 and 11203. The aircraft are leased to a major American ultra low-cost airline.
- Represented a syndicate of lenders in connection with the secured financing of six (6) aircraft to a major American airline as borrower.
- Represented the Lenders in the financing of six (6) aircraft to an aircraft leasing corporation and its wholly-owned subsidiaries. The transaction involved a grant of security interest by the borrower in its wholly-owned subsidiary as well as in all of the equity in the aircraft owning entities
Dispute resolution > Corporate investigations and white-collar criminal defense
K&L Gates is a top firm in white-collar defense and corporate investigations, representing public companies, executives, and officials in complex matters involving reputational, financial, and operational risks. The firm handles a wide range of issues, including accounting fraud, anti-corruption, money laundering, tax crimes, and cybersecurity, offering multijurisdictional legal advice across various regulatory bodies. David Rybicki co-leads the practice, leveraging his experience as former second-in-command of the DOJ’s Criminal Division to handle corporate fraud, FCPA violations, and international money laundering. Neil Smith specializes in government investigations, securities enforcement, and FCPA compliance. Stephen Topetzes defends financial services clients in SEC and DOJ investigations, while Christopher Nasson advises on risk mitigation and defends clients in criminal and civil matters.Practice head(s):
David Rybicki; Neil Smith
Other key lawyers:
Testimonials
‘The Pittsburgh based attorneys with whom we frequently work are outstanding at what they do, including the ways in which they leverage the firms other practice areas (eg, regulatory healthcare) to assist in criminal or regulatory enforcement investigations. ’
‘Experience and proved track record.’
‘Experience and detail orientated.’
‘The team has depth and significant understanding of the law. ’
Dispute resolution > General commercial disputes Tier 4
Drawing on the firm’s national network, K&L Gates represents clients in state and federal courts and in international arbitral tribunals. Led by Lindsay Sampson Bishop in Massachusetts and Jackie Celender in Pennyslvania, the team is regularly called upon by US and global clients and represents leading companies from the software, financial services and pharmaceutical sectors to the manufacturing, construction, food and beverage, and entertainment industries. Pennsylvania-based Thomas Birsic focuses his practice on complex commercial disputes and insurance coverage litigation, with a strong track record in both national and international arbitration. Thomas Holt, splitting his time across Massachusetts and Washington DC, represents Fortune 500 companies, HNW individuals and governments, while Melissa Tea in Pennsylvania specializes in the manufacturing, technology, and health care industries. Pallavi Mehta Wahi in DC focuses on corporate and tech disputes and Texas-based Artoush Varshosaz is praised as ‘smart, personable, and trustworthy’.Practice head(s):
Lindsay Sampson Bishop; Jackie Celender; Clayton Falls; Erin Palmer Polly; Michael Stortz
Other key lawyers:
Thomas Birsic; Thomas Holt; Melissa Tea; Pallavi Mehta Wahi; Artoush Varshosaz; Joseph Welborn; Ashley Gammell; Wesley Prichard; Sarah Decker; Charles Malone
Testimonials
‘Our team is exceptional in many areas, but the first one that comes to mind is dividing responsibilities. There was never a blunder or miss when it came to deadlines, but the real power of our team and K&L Gates came at trial. The litigation skill set that our team showed over the course of 3 weeks was exceptional. In a time where these types of cases don’t “typically” go to trial, our team was ready to go. There was a whole host of individuals behind the scenes supporting our 3 partners that tried the case to make sure that they were overly prepped for every day.’
‘I truly believe the trial was won on technology. Our team used an outside individual to do all things technology in the courtroom; from showcasing deposition statements (highlighting) to interactively showing our daughter’s fetal heart rate throughout the night (the silver bullet if you will of the entire trial). His ability to showcase our legal team’s stance for a jury of 12 was organized, thoughtful and digestible through technology. You could tell by the jury body language that our side did a much better job showcasing the fault in a technology driven era.’
‘Charlie Malone is beyond gifted when it comes to his role as lead. Charlie proves to be exceptional in the big moments. He is exceptional at staying calm and focused in depositions. He is an exceptional thinker and strategist and formulated a long-term strategy that was executed flawlessly. Charlie truly showcased all his talents at trial. He was the lead, so he held a lot of the pressure moments. His preparation was tireless which at times. I can never thank Charlie and the team enough for the time they poured in this case and the risk they took.’
Joe Welborn brings a level of experience and helps round out our trial team. He has a very easy disposition and comes off exceptionally well to a jury. Joe had a very important role on the first day of trial and, in conjunction with Charlie, was exceptional. Joe also shows his skill set when it came to tough crosses of the defendants. He is “cool, calm, and collected” as he boxes each and every defendant or medical expert into a corner.’
‘K&L Gates is able to handle any matter for us globally and I have come to trust them.’
‘Artoush Varshosaz is our go to person who we have come to rely on to recommend an effective strategy for any issue. He is smart, personable, and trustworthy.’
‘Exceptional round-the-clock client service as well as legal expertise.’
‘Pallavi Wahi has re-defined what it means to be an effective and collaborative relationship manager for the firm.’
Key clients
Pacific Market International and PMI WW Brands
Kroger
Kettle Cuisine LLC
Koss Corporation
Draken International
Settlements of Texas, Inc.
Tricolor Holdings, LLC
Soligent Distribution
Work highlights
- Representing Kroger in the Washington Courts in an action brought by the Attorney General of Washington to block Albertsons issuance of a $4bn shareholder dividend ahead of its merger with Kroger.
- Representing PPG Industries as national coordinating counsel for the company’s nationwide asbestos liabilities, which includes development and implementation of strategic defenses, expert witness development, and management of a large network of local counsel firms.
- Representing Draken International in connection with litigation in Delaware relating to a contractual dispute with L3Harris Technologies over the customization and procurement of radar equipment.
Energy > Energy litigation: electric power Tier 4
K&L Gates is well-versed in handling administrative litigation before the FERC and other regulatory bodies in the electric energy field. The group is led by Washington DC's Kimberly Frank, who has vast experience in administrative and appellate litigation, and Brogan Sullivan from Kansas City. Donald Kaplan focuses his practice on litigation, handling energy matters before the Court of Appeals. Nathan Howe has extensive knowledge of regulatory processes and the evolving energy landscape.Practice head(s):
Kimberly Frank; Brogan Sullivan
Other key lawyers:
Key clients
PPL Electric Utilities Corporation
Kansas Electric Power Cooperative, Inc.
American Council on Renewable Energy
CTC Global
Work highlights
Energy > Energy litigation: oil and gas Tier 4
K&L Gates, with offices across the U.S. oil patch, offers extensive experience in domestic oil and gas litigation and international markets. The firm’s litigators work closely with maritime, offshore policy, and environmental lawyers, providing comprehensive counsel across a wide range of disputes. Known for its strong trial and appellate practice, the team represents lessees in complex upstream cases, including hydraulic fracturing litigation and right-of-way acquisitions. The practice is led by London-based Ben Holland, with Fort Worth-based Jeffrey King representing producers, gas marketing companies, and pipeline operators in court and arbitration. Fort Worth-based Elizabeth Tiblets focuses on high-stakes energy disputes, including royalty underpayment and class actions, while Pittsburgh-based Thomas Ryan is a recognized trial lawyer, representing upstream and midstream clients, particularly in the Marcellus and Utica shale plays.Practice head(s):
Ben Holland
Other key lawyers:
Jeffrey King; Elizabeth Tiblets; Thomas Ryan; Chris Brown
Testimonials
‘They are reliable and efficient. They are smart lawyers whom you can trust to get the job done and think about the business implications along the way.’
‘The team is knowledgable, personable, and appropriately assertive in protecting our interests.’
Key clients
Continental Resources Inc.
BCE-Mach III LLC
Range Resources Corporation
EQT Production Company
BCE-Mach and BCE Mach II LLC
EQT TGHL Exploration, EQT TGL Exploration II, LLC
Tug Hill Operating, LLC
Equitrans LP
Big Dog Midstream, LLC
Big Dog Energy, LLC
Work highlights
- Retained to defend this Tug Hill family of companies in a royalty class action complaint on the calculation of royalties on potentially hundreds of leases that were acquired from another upstream producer in early 2016.
- Retained to defend a privately-owned oil and natural gas company in appeals objecting to the issuance of drilling permits to our client and pending before the Pennsylvania Environmental Hearing Board.
- Represented client in defending claims of late payment and under-paying royalties of over $20 million asserted by a putative class of royalty owners in Pennsylvania gas wells.
Environment > Environment: litigation Tier 4
Recognized for tackling complex environmental challenges, K&L Gates excels in both regulatory matters and high-stakes litigation. Working with Fortune 500 companies and successful businesses, it offers expertise in air, water, mining, oil, gas, and waste management, along with emerging issues like environmental justice. It has strong ties with federal and state agencies, as well as a global reach and a diverse expertise. Notably, Brian Montag in the Newark office, represents clients in state, federal, and administrative proceedings, including before the DOJ and EPA, and has led landmark cases on environmental justice, Superfund sites, and toxic torts. It is also important to mention Varu Chilakamarri , in DC, who joined from the DOJ, where she most recently led the Torts Branch, overseeing high-stakes litigation defending the US in complex damage suits.Practice head(s):
Brian Montag; Craig Wilson; Ankur Tohan
Other key lawyers:
Varu Chilakamarri
Key clients
NextDecade Corporation
Commonwealth LNG
Commonwealth LNG
Energy Transfer Marketing & Terminals, L.P. (ETMT)
Olympus Energy, LLC
Olympus Power LLC
BNSF Railway Company
King County
BNSF Railway Company
The Stavola Companies (Stavola)/Bridgewater
Stone Industries, Inc./Ringwood
Mannington Mills
PPG Industries
Work highlights
Environment > Environment: regulatory Tier 4
K&L Gates’s environment, land, and natural resources practice is geared to support state and federal regulation of air, water, wetlands, mining, oil and gas, and waste management. As a ‘key resource’ for clients, Harrisburg’s Craig Wilson is a key point of contact for clients on permitting and land approvals for the development and operation of energy projects. The deep bench also fields Brian Montag, of the Newark office, who aids chemical, manufacturing, and construction clients on Superfund sites, hazardous waste, and product liability, and Seattle’s Ankhur Tohan, who focuses his practice on renewable energy development and carbon management compliance. Other key names include Raleigh-based Stanford Baird, who represents manufacturing clients on contaminated properties and development permitting, and Tad Macfarlan, who aids on air emissions, wastewater, and hazardous waste management regulatory regimes from the Harrisburg office.Practice head(s):
Brian Montag; Craig Wilson; Ankur Tohan
Other key lawyers:
Stanford Baird; Tad Macfarlan; Robert Smith
Testimonials
‘Craig Wilson is a key resource for us from an environmental regulatory and compliance standpoint.’
Key clients
Novozymes North America, Inc.
Daikin America, Inc.
LG Chem
CPV Renewable Power and Affiliates
Pennsylvania-American Water Company
Weyerhaeuser – Water Rights
City of Springfield, MO
James Hardie Industries PLC
Humboldt Bay Harbor, Recreation, and Conservation District
Chemical Council of New Jersey (CCNJ), New Jersey Asphalt Pavement Association (NJAPA) and New Jersey Concrete and Aggregate Association (NJCAA)
Work highlights
Environment > Environment: transactional Tier 4
Trusted by an array of clients, K&L Gates combines regulatory and litigation expertise with notable transactional capabilities, to advise on real estate and corporate transactions. Craig Wilson demonstrates activity on the development and operation of renewable, commercial, and industrial energy projects operating out of the Harrisburg office, alongside Timothy Weston, who focuses on energy development and natural resources management matters. The team includes Chicago-based David Rieser, who offers a broad practice across legislative, regulatory, and compliance matters, with notable environment-related transaction instructions from power generation, chemicals, and financial services clients, among others, on real estate transactions and commercial transactions, and Seattle lawyer Ankur Tohan, who is recognized for his work in energy infrastructure and natural resources development. Newark’s Brian Montag is also recommended.Practice head(s):
Brian Montag; Craig Wilson; Ankur Tohan
Other key lawyers:
Key clients
Homer City Redevelopment LLC
Quanta Services/Pennsylvania Transformer Technology
Kemira Chemicals, Inc.
E-Group, PS, LLC
Ventura Port District
Banner Real Estate
CRG
Cone Mills Acquisition Group
Terramont Infrastructure Fund, LP
Work highlights
Healthcare > Service providers Tier 4
Noted for its ‘deep specialization’, K&L Gates is noted for handling issues concerning billing systems and value-based payment work, in addition to acting in cases concerning FCA allegations. Ken Marlow co-leads the team from Nashville, regularly assisting private equity funds and healthcare clients with strategic transactions within the healthcare space. Chicago-based practice co-head Limo Cherian is noted for her specialism in Medicare fraud and abuse mandates, and payment disputes, while co-head Gary Qualls focuses on matters concerning Certificates of Need in North Carolina. Seattle’s Carla DewBerry is well-placed to advise on Medicare and Medicaid audits and disputes, in addition to assisting with tax issues on both a state and federal level. In North Carolina, Kelsey Jernigan often acts in Stark and AKS mandates, in addition to handling operational issues concerning medical staff.Practice head(s):
Ken Marlow; Limo Cherian; Gary Qualls
Other key lawyers:
Carla DewBerry; John Lawrence; Kelsey Jernigan; Kim Looney
Testimonials
‘The firm is extremely knowledgeable and responsive.’
‘Kim Looney has extensive knowledge of Tennessee regulations and is a preeminent Certificate of Need lawyer. She is very responsive and sees matters through to completion.’
‘The team is responsive and provides direct and correct answers.’
‘The team cares about the issues at hand and makes you feel as though you are their only client.’
‘K&L Gates’ healthcare practice distinguishes itself through its deep specialization, a client-centric approach that prioritizes long-term relationships, and a team of experienced attorneys with a proven track record of success. Their innovative approach to client service and depth in healthcare, specifically provider, services further enhances their value proposition in a competitive market regionally and nationally.’
‘In my experience, the individuals in the healthcare practice stand out for their dedication to client success especially even in the face of numerous and complex challenges. They possess a unique ability to explain intricate legal concepts in a clear and concise manner, ensuring that clients feel informed and understood.’
‘In-depth knowledge and strategic thinking set them apart from competitors. They are not just legal advisors; they are trusted partners who genuinely care about their clients’ well-being and strive to achieve the best possible outcomes.’
Key clients
Butler Health System
LifePoint Health, Inc.
Parkview Health System, Inc.
ECU Health
Atrium Health
Cape Fear Valley Health
ECU Health
UNC Rex Hospital
Cape Fear Valley Health
Lehigh Valley Health Network, Inc.
AdaptHealth
Bridges Health Partners LLC
Cottage Health
Work highlights
- Represented Butler Health System in its $1bn combination with Excela Healthcare.
- Secured the dismissal of a False Claims Act case for Cape Fear Valley Health that represented potentially $5-$10m in exposure for the client.
- Represented LifePoint Health on a $1.1bn senior secured notes offering.
Investment fund formation and management > Alternative/hedge funds Tier 4
The hedge fund practice at K&L Gates advises sponsors and managers of a range of hedge and alternative investment funds on navigating issues relevant to the structuring, documentation and operation of hedge funds in key jurisdictions worldwide. Washington’s Mark Amorosi and Ndenisarya Meekins co-lead the team with Boston’s Michael Caccese and Clair Pagnano. Christopher Lokken is based in Chicago and focuses his practice on the formation and operation of private investment funds and investment management firms while Matthew Mangan in San Francisco assists with fund formation, product structuring, and regulatory and compliance matters.Practice head(s):
Michael Caccese; Clair Pagnano; Mark Amorosi; Ndenisarya Meekins
Other key lawyers:
Testimonials
‘The K&L Gates team is very smart and diligent and detailed. They produce quality work.’
‘Matthew Mangan, who leads the investment group, is absolutely the best in thought leadership and client service. He can use the whole firm resources at K&L gates to support clients. His understanding of structures and his ability to pay attention to detail is far better than anyone I have seen.’
Key clients
Nikko Asset Management Americas
Museum of Fine Arts, Boston
Mirova US
Work highlights
Investment fund formation and management > Private equity funds (including venture capital) Tier 4
Drawing upon its national reach, K&L Gates has a nationwide presence of lawyers who have an in-depth knowledge of a variety of private equity fund formations and launches including bespoke fund-of-fund arrangements and OCIO platforms, as well as investment advisers which have just started up. Mark Amorosi and Ndenisarya Meekins in Washington DC and Michael Caccese, and Clair Pagnano in Boston head up a group which is also able to advise on senior loan investments and major transactions. Other key lawyers include Edward Dartley in New York, who has experience in alternative investment asset classes. Elsewhere, Sasha Burstein in San Francisco is key in the private credit space.Practice head(s):
Mark Amorosi, Ndenisarya Meekins, Michael Caccese, Clair Pagnano
Other key lawyers:
Testimonials
‘They are responsive, they work quickly, and they always answer questions timely/thoughtfully.’
‘Exceptional team with fantastic experience.’
Key clients
Gatewood Capital Partners
Terramont Infrastructure Partners
Linchris Capital Management
RevolverCap Partners
Presidio Investors
Aegon Asset Management
ZF Devco
Inevitable Games Fund
Labor and employment > Employee benefits, executive compensation and retirement plans: design Tier 4
The benefits, ESOP, and executive compensation practice at K&L Gates provides employers from all sizes and industries the full range of employe benefit advice and counsel. The department is led from San Francisco by Rikki Sapolich-Krol and the ‘approachable, responsive, and super knowledgeable’ Karrie Johnson Diaz from Seattle, who specialize in structuring and administrating benefit plans and compensation arrangements, and qualified retirement plan design as well as compliance and reporting issues related to the Affordable Care Act and COBRA respectively. The executive compensation expert on the team is San Francisco’s Ali Nardali, and the team’s leading associate from Seattle is Jennifer Addis, who has experience working with 401(k)s and other defined benefit pension plans.Practice head(s):
Rikki A. Sapolich-Krol; Karrie Johnson Diaz
Other key lawyers:
Testimonials
‘Karrie Diaz and her team are approachable, responsive, and super knowledgeable on all things retirement plan.’
‘Karrie Diaz is exceptional. Her ability to put complex retirement plan matters into easy to comprehend language and providing common-sense approaches and solutions to problems are some of thereasons why I choose working with her.’
Key clients
The Seer Group
Children’s Home Society of Washington (d/b/a Akin)
Fresnel Software Corporation
Herc Rentals
Falfurrias Capital Partners
Saltchuk Resources, Inc.
Axonics
Work highlights
- Advised Saltchuk Resources, Inc. in connection with its pending acquisition of Overseas Shipholding Group, Inc. (NYSE: OSG).
- Advised Axonics, Inc. (Nasdaq: AXNX) in its definitive agreement to be acquired by Boston Scientific Corporation (NYSE: BSX).
M&A/corporate and commercial > Private equity buyouts: middle-market (Up to $500m) Tier 4
K&L Gates provides comprehensive counsel to private equity funds across their entire lifecycle, from formation to exit. The firm underpins strong transactional expertise with key regulatory understanding, and demonstrates a solid track record across the tech, healthcare, financial services, and energy sectors. Rick Giovannelli leads the team from Charlotte and possesses a broad sponsor and portfolio-side practice that includes acquisitions, restructurings and financings. Kevin Stichter's technical background is valued by clients active in the tech and life sciences sectors, while John Blair is a go-to for leveraged buyouts. Mary Scott Kennedy works closely with a number of growth-oriented financial sponsors.Practice head(s):
Rick Giovannelli
Other key lawyers:
Key clients
Falfurrias Capital Partners
Carousel Capital Partners
Capital South Partners Funds
Incline Ascent Fund
Sage Growth Capital, LLC
Pike Street Capital
Summit Park
Foro Holdings, Inc.
Ridgemont Equity Partners
Work highlights
- Advised Falfurrias Capital Partners in its investment in Brainlabs.
- Advised United Air Temp Air Conditioning and Heating on its exit and sale to Littlejohn & Co. through an LBO on March 28, 2024, for an undisclosed amount.
- Advised Carousel Capital Partners VI, L.P. in several transactions, including its recapitalization of McCorquodale Transfer, LLC and the equity recapitalization of Florida-based O.R. Colan Associates, LLC.
Dispute resolution > International arbitration Tier 5
K&L Gates boasts a ‘stand out international arbitration practice’ with a ‘very collaborative and diverse team of excellent people’. The team is particularly skilled at handling high-profile infrastructure projects, representing Fortune 100 and 500 companies, as well as ultra-high-net-worth individuals, and sovereigns. Members of the practice recently represented a leading construction company in a complex, multi-billion-dollar international construction arbitration. Team head Matthew Weldon is a ‘stand-out individual in international arbitration’, and based in New York, is ‘sharp and into the detail’. Based in Pittsburgh, Thomas Birsic acts on many of the international disputes undertaken by the practice, while Thomas Holt splits his time between Boston and Washington, and has impressive construction and infrastructure expertise.Practice head(s):
Matthew J. Weldon
Other key lawyers:
Testimonials
‘Stand out international arbitration practice, in particular disputes involving English law and jurisdiction. Very collaborative and diverse team of excellent people. In-depth knowledge of multiple sectors. ’
‘Matthew Weldon is a stand-out individual in international arbitration. Very good with clients, an excellent advocate and cross-examiner, and an all-round great legal mind. ’
‘Well-oiled team that was very much into the details and performed very well in the arbitration.’
‘Matthew Weldon is sharp and into the detail.’
‘Tom Warns is meticulous, humble and very nice.’
‘The team is a pleasure to work with. They combine all skills clients require: they have great expertise both in law and in the energy sector and are able to describe complex facts in a manner that allows people not as familiar with the topics to immediately understand the heart of the dispute. Plus, they are very committed to the case.’
‘Matt Weldon’s way of questioning witnesses is impressive.’
‘Tom Warns did an outstanding job in keeping an overview and putting different pieces of the case in context.’
Key clients
The Kingdom of Spain
The Government of Romania
The Republic of Italy Ministry of Economic Development
Rolls Royce Power Solutions, Inc.
Petaquilla Minerals, Ltd.
Grand Union International Trading Limited
Work highlights
- Defending the Kingdom of Spain in US District Court (District of Columbia) against a petition made by NextEra Energy Global Holdings B.V., et al. to enforce a €291 million ICSID Award.
- Representing the Government of Romania in three related matters, including three appeals, a US District Court action, and an ICSID proceeding.
- Acting for the Italian Ministry of Economic Development with respect to Rockhopper Exploration Plc, Rockhopper Italia S.p.A. and Rockhopper Mediterranean Ltd v. Italian Republic (ICSID Case No. ARB/17/14).
Intellectual property > Patents: litigation (full coverage) Tier 5
K&L Gates remains active in district courts and the PTAB, with its varied caseload spanning IPRs, pre-litigation proceedings and appellate proceedings. Notably, the team have been advising RealTek semiconductors in the largest, ongoing patent battle in the semiconductor industry. The team is led by Theodore Angelis in Seattle, a skilled litigator specializing in district court cases for technology companies. Angelis also maintains an active practice in appellate litigation.The practice has a strong presence in Chicago, which spans Jason Engel, who leads on post-grant patent proceedings in the technology sector; Jeffrey Gargano, a seasoned trial lawyer who brings expertise in pharma patents; and Devon Beane, who has a strong track record in achieving favorable rulings on summary judgement and pre-trial motions. In Boston, Chris Centurelli concentrates on complex patent disputes related to electronic devices, robotics and medical diagnostics. Patrick McElhinny, based in Pittsburgh, brings further expertise in complex patent litigation involving various technologies.Practice head(s):
Theodore Angelis
Other key lawyers:
Key clients
Quanta Computer, Inc.
Zhengzhou New Asia Superhard; Haimingrun Co., Ltd.
Guangdong Juxin New Material Tech. Co. Ltd.
Realtek Semiconductor Corp.
Vestergaard Frandsen, Inc. d/b/a LifeStraw
Maytronics Ltd
Entropic Communications, LLC
OsteoMed LLC
STA Group, LLC
Regents of the University of Minnesota
Chris Moehle, Robotics Hub Fund I LLC and Coal Hill Ventures LLC
Carnegie Mellon University
Signode Industrial Group LLC
Analog Devices, Inc.
Work highlights
- Represented Vestergaard Frandsen Inc. (d/b/a LifeStraw) in a patent infringement case brought by Clorox Co.’s Brita LP in the US International Trade Commission (ITC).
- Represent OsteoMed, part of the Acumed family and one of the leading companies in the market for orthopedic implants and surgical devices.
- Serve as the lead trial counsel for our client in all patent procurement, enforcement, and infringement actions for Carnegie Mellon University.
Real estate > Construction (including construction litigation) Tier 5
K&L Gates‘s construction team serves as project counsel on megaprojects and works to quash the risk of disputes as well as deal with them when they arise. The firm’s roster of clients includes the Seattle Aquarium Society, Novelis, and Fortress Investment Group LLC. London’s Matthew Smith co-leads the team alongside Nashville’s ‘highly recommended’ Slade Sevier, who has contract negotiation and litigation expertise. In Pittsburg, ‘pro’s pro’ Richard Paciaroni and the ‘knowledgeable’ Jason Richey represent owners, engineers and contractors in disputes related to energy, power, and infrastructure projects. Nashville’s Robert Dodson advises on design, defects, and bid protest claims.Practice head(s):
Matthew Smith; Slade Sevier
Other key lawyers:
Richard Paciaroni; Jason Richey; Robert Dodson; Christopher Valente; Mark Haddad; Lindsay Bishop
Testimonials
‘The K&L Gates construction litigation practice is a solid collaborative group of professionals.’
‘Rich Paciaroni is experienced and practical. Christopher Valente is an emerging talent. Mark Haddad is a pro’s pro. Lindsay Bishop is another solid attorney who is an emerging talent.’
‘This is a strong team that works collaboratively and thinks long-term about matters.’
‘The individuals I have worked with, including Jason Richey, are readily accessible, knowledgeable, and put in exceptional effort to deliver a good result.’
‘Slade Seiver is an attorney unlike any other I have worked with in major construction litigation. I have never seen an attorney who can analyze issues as quickly and efficiently as Slade. I highly recommend him.’
‘Knowledge and clear guidance. Expert in the field.’
Key clients
Arlanxeo Canada, Inc., Arlanxeo Switzerland, and Arlanxeo Singapore
Taiwan Semiconductor Manufacturing Company Limited (TSMC)
CHSPSC, LLC
Novelis
Ryman Hospitality Properties, Inc
Hankook Tire Manufacturing Tennessee LP
The Gateway to Nashville, LLC
Sterling and Wilson Solar Solutions, Inc.
Fortress Investment Group LLC
Jacobs Engineering Group, Inc.
Skyline Commercial Interiors, Inc. and Skyline Construction Enterprises, Inc
Seattle Aquarium Society
Work highlights
Real estate Tier 5
K&L Gates‘ real estate team handles a range of transactions for a diverse client base, advising on acquisition, development, finance, and leasing matters. With a considerable breadth of knowledge and expertise, the team handles work in traditional real estate assets as well as growing areas of industry focus including energy, agri-business, logistics, and technology. Matthew Norton, based in Charleston, serves as the leader of the firm’s global real estate practice, with significant experience in handling matters that involve the sale, acquisition, financing, and development of hotels, resorts, and golf courses. Elsewhere, Pierce Richardson leads the efforts of the Pittsburgh office, regularly representing corporate and institutional clients, while Rhys Hefta leads in Seattle and offers advice on the office, hospitality, and retail sectors.Practice head(s):
Matthew Norton
Other key lawyers:
Pierce Richardson; Rhys Hefta; Kari Larson
Testimonials
‘When working with K&L Gates, you will have the pleasure of working with real estate/leasing experts that guide you through the process, answer any question, and ensure important items are carried forward with each transaction.’
‘In particular, Rhys Hefta knows more about my firm’s real estate requirements than I do. His guidance and consistency is superior.’
‘The teams we get for our transactions are well-constructed. They learn our documents and our deals and provide consistent, top-notch service.’
‘Kari Larson is the lead that I work with most frequently. She is diligent, really thoughtful, knowledgeable in her realms, and has a demeanor I connect with. I appreciate how she handles all aspects of our matters.’
‘Thorough and if they did not have the specialty, they would bring in someone that did.’
‘Have very competent and experienced attorneys and staff. We have used K&L Gates and more specifically Pierce Richardson for over 30 years.’
‘Pierce Richardson understands our business and practices better than any of the competitors.’
Key clients
Healthcare Realty Trust Incorporated
UDLR Capital LLC
Allegheny Technologies Incorporated
Carnegie Mellon University
Hershey Foods
Pennsylvania-American Water Company
Competitive Power Ventures
Work highlights
- Representing Hershey Foods in real estate matters, including leases and real estate purchases and sales.
- Advising in connection with the development of a wind energy project in Cambria County and Clearfield County, Pennsylvania, and solar projects in Pennsylvania and Maryland.
Finance > Financial services regulation Tier 6
K&L Gates’ practice is known for providing practical advice to broker-dealers, hedge funds, private equity, and other fund sponsors on managing complex regulatory issues. The team advises retail and institutional brokers, clearing firms, exchanges, proprietary traders, and fund managers across asset classes and investment structures. Key areas of focus include regulatory compliance, government enforcement, cross-border regulation, capital markets, and portfolio trading, as well as tax and structuring matters. The firm has significant expertise in navigating dealings with regulators and self-regulatory organizations (SROs) globally, including the SEC, CFTC, and FINRA. The team also assists clients with obtaining interpretive, exemptive, or no-action relief. Led by Michael Caccese and Clair Pagnano in Boston, and Mark Amorosi and Ndenisarya Meekins in Washington DC, the practice is recognized for its capability in addressing sensitive regulatory matters and maintaining strong relationships with regulatory authorities.Practice head(s):
Michael Caccese; Clair Pagnano; Mark Amorosi; Ndenisarya Meekins
Key clients
River Run Bancorp, MHC
Monogram LLC
Foris DAX, Inc. (cypto.com)
Brookfield Public Securities Group
John Hancock Investment Management
Caleb and Brown Pty Ltd
BNY Mellon Investment Management
TabaPay, Inc.
Dimensional Fund Advisors
Vanguard Group, Inc.
Edward D. Jones & Co., L.P.
Work highlights
Tax > US taxes: non-contentious Tier 6
The tax team at K&L Gates consists of ‘highly skilled professionals who bring a wealth of experience and a diverse range of expertise’, under the stewardship of Randy Clark in Charlotte and Adam Tejeda out of New York. The team displays a strong track record in cross-border and domestic tax planning, private credit fund structuring, and offering IRS guidance. Tejeda is active in the private investment space and is known in the market for his work on pre-sale tax structuring. Clark has a broad skill set and has received praise for his advice on syndicated lending arrangements and matters relating to the healthcare sector.Practice head(s):
Adam Tejeda; Randy Clark
Other key lawyers:
Mitchell Weis; William LeDoux; Balazs Danko
Testimonials
‘The team is composed of highly skilled professionals who bring a wealth of experience and a diverse range of expertise. Their collaborative approach ensures that every client receives personalized and comprehensive solutions tailored to their unique needs.
‘One of the standout features of this practice is its dedication to continuous improvement and staying ahead of industry trends. They have introduced several innovations that set them apart from other firms.’
‘The practice fosters a culture of inclusivity and diversity, ensuring that the team reflects a wide range of perspectives and backgrounds. This diversity enhances their problem-solving capabilities and drives creativity.’
‘The practice leverages cutting-edge technology to streamline processes and enhance service delivery. Their investment in advanced tools and software allows them to work more efficiently and provide clients with real-time updates and insights.’
‘They believe in the power of teamwork and have implemented collaborative platforms that facilitate seamless communication and coordination among team members. This ensures that clients benefit from the collective expertise of the entire practice.’
‘The practice is built on a foundation of strong client relationships. They take the time to understand their client’s goals and challenges, working closely with them to develop strategies that drive success.’
In comparison to other firms, this practice is distinguished by its proactive approach to innovation and unwavering commitment to client satisfaction. They are not just service providers; they are trusted partners dedicated to helping their clients achieve their objectives.’
‘Work very well with the private funds group. They understand what we need in that context and cut to the chase.’
Key clients
Washington Corporations
Terramont Infrastructure Fund, LP
Churchill Asset Management
Saltchuk Resources, Inc.
SystImmune Inc.
National Arbitration & Mediation, Inc.
Tyfon Culture Holdings Limited
Work highlights
- Advised Washington Corporation’s take-private acquisition of Atlas Corp. Provided tax advice and assisted with related post-acquisition restructuring work involvingthe creation of a tax-efficient repatriation structure and mitigating certain adverse tax consequences associated with the Subpart F provisions of the Internal Revenue Code.
- Represented Terramont Infrastructure Partners on a recapitalization transaction with a significant equity investment in Long Island Waste Services. Adam Tejeda led the tax and restructuring work associated with the transaction which involved a complex tax-free restructuring.
- Advised SystImmune, a U.S. biopharmaceutical company and wholly owned subsidiary of Biokin Pharmaceuticals (China), on its exclusive license and collaboration agreement with Bristol Myers Squibb to develop its new oncology pharmaceutical. Provided tax advice on the Transaction and assisted with intercompany cost-sharing agreements.
Healthcare > Life sciences
K&L Gates > Firm Profile
The Firm
K&L Gates is a global law firm with lawyers located across five continents. 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 its internal structure and constantly examining the broader industry, regulatory, and economic issues. Lawyers identify potential issues 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 consumer goods and services, energy, financial services, healthcare, life sciences, manufacturing, technology, and transportation and logistics. 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 over 20 offices nationwide. The firm’s extensive network includes more than 300 legal professionals in Europe’s largest economies, and it is one of the largest fully integrated US law firms in the Asia-Pacific region, with approximately 500 legal professionals.
Main Areas of Practice
Asset Management and Investment Funds
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), exchange-traded funds, 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 and insolvency practice that serves a broad range of clients on both the debtor and creditor sides.
Corporate
K&L Gates’ Corporate 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. K&L Gates 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, and municipal finance, as well as mezzanine, leveraged, and acquisition finance.
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 all 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 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 this 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 Litigation and 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 helps 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 practice counsels companies on matters involving antitrust and competition, education, environmental law, financial services, food and drug matters, government enforcement, government contracts, healthcare, 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
The K&L Gates Real Estate practice is one of the largest, most diversified real estate practices of any global law firm, with extensive experience in handling large and complex real estate transactions spanning multiple jurisdictions 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, Lead Practice Area Leader – Asset Management and Investment Funds: Michael S. Caccese
K&L Gates Offices
Austin, Beijing, Berlin, Boston, Brisbane, Brussels, Charleston, Charlotte, Chicago, Dallas, Doha, Dubai, Dublin, Fort Worth, Frankfurt, Harrisburg, Hong Kong, Houston, Kansas City, London, Los Angeles, Luxembourg, Melbourne, Miami, Milan, Munich, Nashville, Newark, New York, Orange County, Palo Alto, Paris, Perth, Pittsburgh, Portland, Raleigh, Research Triangle Park, San Francisco, São Paulo, Seattle, Seoul, Shanghai, Singapore, Sydney, Taipei, Tokyo, Washington, D.C., and Wilmington.
Lawyer Profiles
Photo | Name | Position | Profile |
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John Howell | View Profile |
Comparative Guides
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Taiwan: Mergers & Acquisitions
Published: April 2025
Authors: Jacqueline FuJoseph Tseng
This country-specific Q&A provides an overview of Mergers & Acquisitions laws and regulations applicable in Taiwan.
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How to Protect Trade Secrets from the Perspective of Labour Law
Published: April 2025
Authors: Jacqueline Fu Cecilia Lee
- Transport > Shipping: litigation and regulation
Top Tier Firm Rankings
- Dispute resolution > E-discovery
- Government > Government relations
- M&A/corporate and commercial > Delaware counsel
- M&A/corporate and commercial > M&A: middle-market ($500m-999m)
Firm Rankings
- Energy > Energy regulation: electric power
- Energy > Energy regulation: oil and gas
- Energy > Energy transactions: electric power
- Energy > Renewable/alternative power
- Finance > Fintech
- Insurance > Advice to policyholders
- Intellectual property > Trademarks: non-contentious (including prosecution, portfolio management and licensing)
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- Transport > Aviation and air travel: finance
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Dispute resolution > General commercial disputes
- Energy > Energy litigation: electric power
- Energy > Energy litigation: oil and gas
- Environment > Environment: litigation
- Environment > Environment: regulatory
- Environment > Environment: transactional
- Healthcare > Service providers
- Investment fund formation and management > Alternative/hedge funds
- Investment fund formation and management > Private equity funds (including venture capital)
- Labor and employment > Employee benefits, executive compensation and retirement plans: design
- M&A/corporate and commercial > Private equity buyouts: middle-market (Up to $500m)