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Experience Highlights

Formation of $1.25 billion real estate investment funds for Avanti Properties Group
Representation of Avanti Properties Group in formation of six investment funds totaling $1.25 billion of institutional capital for investment in real more
Obtaining various regulatory exemptions for a benefits payment services company
Represented a benefits payment services company in obtaining exemptions from the HIPAA electronic transaction rule. more
Tax advice for a major U.S. pension plan
Advised a major U.S. pension plan on tax matters related to its alternative investments in hedge and private equity funds. more
Investment management advice for United Capital Financial Partners, Inc.
Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more