Practice Areas


The principal has over 25 years’ experience representing domestic and international banks, financial institutions, investment funds, and equipment leasing companies in a broad range of financing transactions, including:

  • Asset-Based Lending
  • Revolving Facilities
  • Term Loans
  • Bridge Loans
  • Venture Loans
  • Second Lien Loans
  • Equipment Lending and Leasing
  • Factoring
  • Syndications
  • Structured Lending Transactions with True Sale and Non-Consolidation Opinions

He has particular expertise in international transactions involving lenders, borrowers, guarantors, and intermediaries located in different countries, or assets of the borrower located in different countries.  There are often complex issues to navigate to ensure that the lender has properly secured the loan with the collateral when the collateral, or a party to the transaction, is located outside the US.

Representative Corporate Work

Corporate Transactions

The principal represents public and private companies in a range of commercial transactions, from formation, through the growth stage, to exit by transfer to the next generation or sale to a third party.

  • At formation, the firm counsels the company on choice of entity and other startup matters. The firm has considerable experience advising in connection with setting up the US subsidiary for foreign companies entering the US market for the first time.
  • The growth stage for startups or established companies involves bringing in investors, intellectual property issues, employment issues, addressing customer and vendor contractual issues, joint ventures, dispositions, governance, and day-to-day outside counsel work.
Representative Corporate Work

Mergers & Acquisitions (M&A)

A sales transaction is one of the most significant transactions a company may face and one which is outside its normal business activities.  We often help sellers prepare for the sale transaction to maximize value, work with advisers in the sales process, and then guide the company through the legal issues.

Our M&A activity encompasses transactions of varying sizes in the middle market, and typically covers manufacturing, healthcare, technology, and transportation industries.  We will represent either the seller in the transaction, who may be an existing client of the firm, or a private equity firm or strategic acquirer on the buy side.

  • We work with tax lawyers and accountants to advise on the structure of the transaction as an asset sale or stock sale, the term sheet, hiring of third party advisors, due diligence, the negotiation and documentation of the main transaction documents, and closing.
  • In complex commercial and M&A transactions, we refer to a network of professionals for support in the transaction, including expertise in international or US tax matters, ERISA, and employment law.
Representative Corporate Work


We have worked out cost-effective business models for startups in San Francisco and Silicon Valley, particularly technology and fintech companies, customized to the needs of clients.  Our work includes:

  • Entity Formation
  • Equity Plans
  • Seed Funding
  • Series A and later financing rounds
  • Intellectual Property
  • Employment
  • M&A
  • SaaS Agreements
  • Vendor Contracts
  • Data Privacy
  • Intellectual Property
Representative Corporate Work

General Counsel

It is sometimes more economic to outsource general counsel services on an as-needed basis rather than to incur the costs of a full-time inhouse general counsel.  We provide outside general counsel services for businesses, including:

  • Corporate Governance
  • Contracts
  • Employment
  • Day-to-Day Legal Affairs
  • Strategy for Handling Litigation and Disputes
Representative Corporate Work

CONTACT US    +1 415-439-5240    +1 415-279-0779    50 California Street, Suite, 1500 San Francisco, CA 94111