Expertise

Advised a private lender on limited-recourse cross-border secured loans

Advised a private lender on enforcement of its security interest in publicly traded equity securities

Advised the Overseas Private Investment Corporation on its loan to a private equity group investing in Latin American power projects

A convertible preferred investment in private Brazilian real estate company

Advised the financial sponsor of an “initial coin offering”

Advised a fund on the creation of a repo program for equity securities

Advised the Central American Mezzanine Infrastructure Fund on its acquisition of common stock and preference shares of Panterra Gold (ASX: PGI)

Provided opinion letters under New York and Delaware law on behalf of a major European corporation in its financing

Advised the Overseas Private Investment Corporation on its loan to a specialized fund making microfinance loans

Advised an Asian manufacturing company on a proposed loan and investment from the International Finance Corporation

Advised HealthExtras (NASDAQ: HLEX) on its working capital facility from Wachovia Bank

Advised Intersections Inc. (NASDAQ: INTX) on its working capital facility from SunTrust Bank

Advised the Overseas Private Investment Corporation in connection with approximately twelve secured loans to funds investing outside the United States

Advised lenders in leveraged leasing transactions (satellites, aircraft)

Advised various parties in leveraged buy-out transactions

Advised a private equity firm on a mezzanine investment in a Central American company developing a hydropower project

Advised a private equity firm on a mezzanine investment in a Central American company developing a biogas energy power project

Advised a private equity firm on mezzanine investments in multiple biofuel-production projects in Central America

Advised a private equity firm on a mezzanine investment in a Mexican transportation infrastructure company

Advised a private equity firm on a mezzanine investment in a Mexican port project

Advised a private equity investor on a proposed purchase of a hydroelectric power plant in South Asia

Advised a major US utility on a proposed purchase of a hydroelectric power plant in the Philippines

Advised the local developer of a gas/naphtha power plant in South Asia in the sale of equity to Japanese, US, and Australian investors

Advised a consortium bidding for the partial privatization of JNPT new port at Mumbai

Advised independent power developers on projects in India, China, and Italy

Advised a private equity firm on its acquisition of a minority position in a Mexican transportation infrastructure business

Advised the controlling shareholders of a Latin American telecommunications company on its sale

Advised an internet connectivity and web-hosting provider on operational and integration issues in Australia, China, Hong Kong, Japan, Korea, the Philippines, and Taiwan

Advised a co-working space business on United States market-entry issues

Advised a Hong Kong–Australian nautical business on equity structure and contractual matters

Advised a medical concierge business bringing patients from China to the United States

Advised Joinery.com, a web-based real estate leasing platform

Advised a start-up company in the financial services industry

Advised a start-up company in the pharmaceutical sector on general commercial matters and fundraising

Advised a start-up company in the engineering services business on general commercial matters, fundraising, and immigration issues

Advised a consumer products company in China on fundraising and corporate structure

Advised a private equity fund investing in Russia on fund formation matters

Advised a minority stockholder in a publicly traded United States company

Advised the sponsor of a fund investing in infrastructure assets

Advised a sponsor on the structuring and sale of interests in a portfolio of non-performing loans

Advised a start-up in the foreign exchange trading business

Advised a start-up in the carbon-credit business

Advised a sponsor group on the formation and public offering of a real estate–oriented vehicle for international investment

Advised two international banks and related entities on the disposition of a portfolio of venture capital investments

Advised a major European bank on the disposition of a portfolio of venture capital investments

Advised a US not-for-profit on its investment in an Indian technology company

Advised financial and strategic investors on minority investments in companies in Australia, China, Hong Kong, India, Japan, Korea, South Africa, and the United States

Advised early-stage companies (alternative carriers, B2B and B2C portals, incubators) concerning corporate structure and financings

Investment in a scientific testing and government services company

A Latin American real estate fund with institutional investors

A Brazil real estate fund with institutional investors

An investment in a Brazilian public company

A Latin American real estate fund with institutional investors

A Latin American real estate fund with institutional investors

Formation, public offering, operation, investment bank auction, merger and dissolution of a public non-listed REIT, and negotiations with various broker dealers and formation of a captive brokerage dealer vehicle

A sport investment fund with a consumer-products fund as strategic partner

A US and Latin American seeded real estate fund with institutional investors

A real estate fund with a single strategic institutional investor and subsequent restructuring and buy-out thereof

An Asian private equity fund with institutional investors

An Asia family office private equity fund with a strategic partner

Numerous family office–anchored funds with club and certain institutional investors in growth capital private equity, special situations/distressed debt, consumer products, sports, and real estate

Advised a Brazilian company on its manufacturing and wholesale joint venture with a US company

Advised a broker-dealer on its spin-out and subsequent acquisitions of other broker-dealers

Advised an Asian investor in the development of a wholesale and retail strategy in the United States

Advised a private equity firm on the restructuring of a portfolio company

Advised a not-for-profit on the expansion of its activities into Africa

Advised a private equity firm on its acquisition of a majority position in a Korean company in a highly regulated business

Advised a South Korean chaebol on due diligence of a Hong Kong target

Advised a telecommunications services company on its acquisition of a government contractor

Advised a South Korean manufacturing company on its sale to a Hong Kong private equity fund

Advised a US fund on the sale and restructuring of secured debt in a Mexican company

Advised an investment bank on the sale of its asset management business

Advised an international holding company on the sale of a retail business in Southeast Asia

Advised Provident Group on its sale to International Assets Holding Corporation (NASDAQ : IAAC)

Advised an operating company on acquisitions in Indonesia, China, and South Korea

Advised a private equity fund on its acquisition of a minority interest in a Mexican company in the financial services sector

Advised a private equity fund on its acquisition of a minority interest in a South Korean company

Advised a consulting/government contracting business on the sale of the company

Advised a major private services company on its new business ventures

Advised a consulting company on its sale

Advised a leading European multinational on the proposed purchase of all or part of a South Korean chaebol

Advised a US company on the establishment of an Asia-wide joint venture for chemicals distribution

Advised a US aluminum company on the licensing of technology to, and investment in, a Chinese rolling mill

Advised a European manufacturer on the unwinding of Malaysian and Indian joint ventures

Potential acquisition by Emirates-based, American-owned government services company in auction/acquisition of US based trade school company

An acquisition of a broker dealer

An acquisition of a trucking and transportation logistics company

An acquisition of a manufacturing company

A buy-out of a Mexican real estate partner to resolve a dispute and its replacement with a new strategic investor

Advised Jazz at Lincoln Center, Inc., on an orchestra touring contract

Advised an Asian electronics company on United States market entry and hardware/software distribution issues

Advised Hong Kong investors in a California restaurant

Advised a content owner on e-publishing and related marketing issues

Drafted form agreements for a telecommunications services provider

Advised a foreign entity on a joint venture in the cinema business in China

Advised an online directory business

Advised an advertising sales representative on its contract with a major Hong Kong publisher

Advised a start-up internet content business

Advised an European middleware company on issues in the United States and Chile

Advised a private media group on its acquisitions in Australia and the United States

Advised a CLEC on a variety of financing, acquisition, and operational issues in the United States

Advised a leading telecommunications company on acquisitions in Australia, China, Hong Kong, Japan, Kenya, South Korea, the Philippines, South Africa, Taiwan, and other countries in Asia and Africa

Advised a private media group on acquisitions and integration of companies in Japan, the United States, and Hong Kong, and the formation and dissolution of a Singapore joint venture

Advised a consortium applying for a dedicated internet domain name concerning the structure and governance of the joint venture

Advised a hardware manufacturer on legal issues in connection with the development of a spin-off entity engaging in integrated content and communications businesses

Advised a leading international media group in connection with corporate, finance, venture capital, employment, and other issues in India

Advised the US seller of a French subsidiary in software development and computer consulting

Familiarity with outsourcing transactions

Global Data Protection Policy – as EDS international general counsel at the effective date of the EU Data Protection Directive (Directive 95/46/EC), personally wrote and drove adoption of EDS’s original Global Data Protection Policy, an early comprehensive policy based on an inter-company agreement structure, which has become a well-accepted compliance strategy for global organizations.

American multinational medical devices, pharmaceutical, and consumer packaged goods manufacturing company – supported client in negotiation and contracting for broad-range procurement support, including sourcing, requisition-to-pay, and contracting.

International Financial Information and Research Firm – supported client in connection with its Philippines-based multiyear knowledge process outsourcing (KPO) for legal, research, and business services, providing for establishment of a client-dedicated delivery center with build-operate-transfer rights in order to accelerate client’s global expansion through rapid deployment of a Manila-based organization.

Global Metals and Mining Conglomerate – represented client in negotiation of a series of global outsourcing arrangements, including master service agreements with multiple suppliers supporting extensive services scope spanning IT (ITO), finance and accounting (FAO), human resources (HRO), procurement and site operations, as well as global projects involving business consulting, systems implementation, and data center migration and consolidation.

Global Apparel and Footwear Manufacturer and Retailer – represented client in negotiation of a full-range finance and accounting outsourcing (FAO) under a master services agreement, with initial scope involving Indian operations and subsequent extension to the cross-Asia operations of a major acquisition.

International Financial Institution – represented client in contracting for its provision of transitional services (IT infrastructure and ancillary support) to purchaser of its private-wealth business in Asia, involving significant contractual arrangements to accommodate guidelines and requirements of the Hong Kong Monetary Authority (HKMA) and the Monetary Authority of Singapore (MAS) associated with outsourcing transactions.

Major Hong Kong Property Developer – represented client in negotiation of an agreement for its provision of IT, human resources, and finance and accounting services on a transitional basis to the purchaser of one of its major Hong Kong commercial properties to a Singapore-based buyer, in what was then the largest real estate sale to date in Asia.

Asia-Based International Airline – supported client in connection with its negotiation of development and maintenance (ADM) agreements with multiple (including Chinese) suppliers.

Ho Chi Minh City Stock Exchange – represented state entity client in negotiation of license and implementation agreement for turnkey build-out of a comprehensive financial market system, representing a major developmental milestone in the financial infrastructure of Vietnam.

Global Financial Institution – represented client in Asia regional human resources outsourcing (HRO), including payroll and allied systems, encompassing 11 countries across Asia.

Hong Kong Hospital Authority – represented client in support of its e-Health Record system development and implementation project to create a centralized system for holding patient health records for use by public and private healthcare providers.

Asia-Based Global Securities and Financial Services Institution – represented client in extensive modification, renewal, and extension of its core system trading platform system (license and services) used throughout Asia.

Global Telecommunication and Wireless Equipment Company – represented North America– based client in contracting with a major Indian telecommunications services company for strategic high-availability and secure data-transmission lines and services.

International Fashion Apparel and Product Company – represented client in Software as a Service (SaaS) transaction to obtain software services supporting marketing and event planning for its Hong Kong and Macau operations.

Global Trading / Consumer Goods Group – represented client in connection with contracting for sector- and channel-exclusive marketing rights in China from major Japanese design and product (and character) company.

Hong Kong Office of Chief Information Officer – as an appointed member of the Hong Kong Office of CIO Working Group on Provision and Use of Cloud Services, chaired a sub-group developing the Hong Kong Practice Guide to Cloud Computing for small to medium enterprises, as part of the Hong Kong government’s effort to develop and promote cloud computing capabilities.

Investigated revenue recognition issues at a publicly listed leading distribution company

Investigated FATCA and FBAR issues

Familiarity with FCPA and anti–money laundering issues

Advised a US company on an arbitration matter involving breach of contract and fraudulent inducement

Advised an Asian manufacturing company in connection with US intellectual property infringement litigation

Advised an Asian company in collecting trade debt owed by a New York customer

Advised an Asian company on enforcement in the United States of an arbitral award

Advised an Asian company on novel issues in a AAA arbitration

Advised an Asian company in collecting debt owed by a US public company

Advised a high-net-worth individual in a collection matter

Negotiation of issues related to alleged breaches of contractual commitments

Negotiation of claims relating to alleged violations of CSR standards

Negotiation on behalf of alleged debtors/guarantors

Originated and monitored multiforum litigation concerning the constitutionality of assessments on cotton imports and production

Substantial experience in analyzing, monitoring, and managing multiforum (including cross-border) litigation and arbitration

Familiarity with sovereign immunity issues

Advised a broker-dealer on certain regulatory issues

Advised a senior executive and his team on change of employment within the industry

Advised a senior partner of a consulting company on his move to a competitor

Advised a senior partner based in Europe on her moves within her industry