Partner
Remote And Scottsdale, Arizona
• Developed and managed active public finance case load representing state and local governments, direct lenders, investment banks and tax credit investors• Drafted, reviewed, and negotiated a wide variety of finance contracts, including letters of intent, term sheets, loan agreements, trust indentures, continuing covenant agreements and financing leases • Underwriter’s counsel to national and regional investment banks on the public offerings of tax-exempt and taxable municipal securities in the capital markets; drafted and reviewed official statements for public offerings • Bank counsel to national and regional banks on the direct purchase of municipal and tax incentivized debt obligations; advised banks on other matters, including the structuring of new bank products • Served as outside counsel to a clean energy financing company to finance and construct renewable energy projects throughout the United States with debt, equity and tax credits • Stripped and securitized QZAB tax credits used to construct certain types of renewable energy projects and sold the tax credits to national insurance companies • Worked with equipment finance company to standardize lease purchase finance documents and actively financed taxable and tax-exempt equipment projects throughout the Western United States• Served as bond counsel to senior living facilities in Arizona and underwriter’s counsel to senior living investment banks in the Western United States • Firm activities: o Leadership Committee - 2017 o Hiring Committee and Policy Board Member – 2018• Speaking Engagements:o Municipal Bonds: Recent Updates and Emerging Trends - Arizona Society of CPAs – Annual Governmental Accounting Conference, February 2, 2018
