Martin Phillips Email & Phone Number

Berkeley, California, United States

San Francisco Bay Area

• Direct all contract and document management and insurance management operations. Create and manage virtual data rooms for debt and equity transactions, as well as tracking contract obligation compliance. Coordinate.
• Managed document flow throughout the company, from initiating procedures to reduce risk to acquiring approvals from all pertinent internal parties before contract execution.
• Supported $10B+ in debt and equity transactions by creating virtual data rooms and reviewing contract and transaction documentation for materiality.
• Facilitated $10B+ of debt and equity transaction’s insurance processes, by collaborating with counterparty insurance advisors to identify solutions and best practices for the asset’s insurance risk and negotiating with.
• Arrange and maintain corporate insurance policies including, worker’s compensation, employer’s liability, directors and officer’s liability, employment practices liability, fiduciary liability, professional liability.
• Oversaw solar energy asset construction period and operational project insurance policies, including general liability, umbrella/excess liability, pollution liability, builder risk, cargo, warehouse, and operational.

San Francisco, California, United States

• Advised on legal issues, activities, and contracts, with specialized council in infrastructure, renewable energy, real estate, and structured finance. Coordinated with the Transaction Team to identify key dates.
• Organized documentation storage and post transaction document finalization and transferal.
• Coordinated discovery process for both insured and uninsured litigation matters; maintained litigation files and databases, initiated document hold notices for litigation matters.
• Managed outside counsel relationships and facilitate invoicing for external counsel partners.
• Interact daily with various internal business and administrative groups such as HR, Finance, Tax, IT, as well as external regulators.
• Prepared and processed expense reports, legal publication subscriptions/ memberships, and MCLE credit logistics.