Currently acting for

  • Goldman Sachs as primary deal counsel on US CLOs
  • Ares Management as collateral manager counsel on US and European CLOs
  • BlackRock as collateral manager counsel on US CLOs
  • Shenkman Capital as collateral manager counsel on US CLOs
  • Societe Generale as deal counsel on US CLOs

CLO Investment Funds/Risk Retention Funds

  • Ares Management as sponsor of several risk retention funds
  • Ares Management as an investor in several risk retention funds
  • A prominent family office on its investments in a CMOA
  • Ares Management on several closed-end funds investing primarily in CLO securities
  • Indicus Advisers on the formation of Indicus Credit Opportunity Fund
  • Morgan Stanley on the formation of NorthStar Real Estate Securities Opportunity Fund
  • Morgan Stanley on the formation of Tetragon Credit Opportunity Fund

CLO Manager M&A and Corporate-Related Work

  • Hayfin on its acquisition of Kingsland Capital
  • GSO Blackstone as co-counsel on its acquisition of Harbourmaster Capital Management
  • Ares Management on its acquisition of Octagon's European CLO platform

Risk Retention Financing Facilities

  • Established Goldman Sachs' Risk Retention financing facility for CLOs

Pre Crisis CLOs, CDOs, and CFOs

  • Acted as deal counsel on over 75 US and European CLOs (both cashflow and market value) for arrangers including Goldman Sachs, Morgan Stanley, JPMorgan, Deutsche Bank, Credit Suisse, Bank of America, Merrill Lynch, RBS, Société Générale, Credit Agricole and CIBC
    • CLO managers for the above-referenced deals included Alcentra, Allied Irish Bank, Ares, Axa, Babson Capital Europe, Bank of Ireland, Blackstone, Carlyle, CVC, DWS, Eaton Vance, Elgin Capital, Intermediate Capital Group, KKR Financial, Golden Tree, Harbourmaster, Invesco, Indicus Advisors, M&G, New Amsterdam Capital, Oak Hill, Och-Ziff and Symphony
  • Represented Financial Security Asurance and MBIA as monoline insurers of several CLOs and CBOs
  • Acted as deal counsel on the SVG Diamond CFO ( a CDO of private equity funds managed by Schroder Ventures) which was a first-of-its kind transaction and won several awards
  • Represented Morgan Stanley on two CDOs of hedge fund interests for Coast Asset Management

Market-Based Lending

  • Represented CAN Capital as deal counsel in its first securitization of small business loans that was arranged by Guggenheim Securities

CMBS and other Real Estate Transactions

  • Represented Lehman Brothers on several large loan CMBS transactions issued from their SASCO platform
  • Represented Goldman Sachs on a single-asset CMBS transaction of a shopping mall in Oak Brook, Illinois
  • Represented Bank of Boston on a CMBS transaction covering legacy assets from its acquisition of several New England savings banks
  • Represented CS First Boston on a series of real estate loans to The Related Companies

Other Securitization Experience

  • Acted for Unicredit Bank on the restructuring of Arabella Finance, a bank-sponsored multi-borrower US and European asset-backed commercial paper conduit program
  • Acted for Barclays Bank on the transfer of servicing rights for residential mortgage loans
  • Represented GE Capital on its Redwood Receivables Corporation asset-backed commercial paper program
  • Represented GE Capital on a CAT bond transaction
  • Represented Financial Security Assurance and MBIA as monoline insurers of several trade receivable securitizations