Biography
Recognition
- The Best Lawyers in America®, 2026
Publications
- “Reeves v. Ernst & Young: To Be or Not To Be a Security”, Catholic University Law Review, Volume 40, No. 3
- New SEC Disclosure Proposals Require Public Companies’ Attention, Legal Opinion Letter, Washington Legal Foundation, Vol. 12, No. 18, 2002
News & Insights
Legal Alert: New Qualified Client Thresholds Under the Advisers Act Take Effect June 29
Read More about Legal Alert: New Qualified Client Thresholds Under the Advisers Act Take Effect June 29Legal Alert: “Investing in All of America Act” Expands SBIC Leverage Caps and Incentives for Critical Technology Investment
Read More about Legal Alert: “Investing in All of America Act” Expands SBIC Leverage Caps and Incentives for Critical Technology InvestmentSEC and CFTC Propose Form PF Threshold Changes Following Enhanced Coordination
Read More about SEC and CFTC Propose Form PF Threshold Changes Following Enhanced CoordinationLegal Alert: Department of Labor Advances Proposed Rule Expanding 401(k) Access to Private Capital
Read More about Legal Alert: Department of Labor Advances Proposed Rule Expanding 401(k) Access to Private CapitalLegal Alert: U.S. Venture Capital Firms Should Prepare for New California Demographic Reporting Requirements
Read More about Legal Alert: U.S. Venture Capital Firms Should Prepare for New California Demographic Reporting Requirements1
Results
- $3 million Simple Agreement for Future Equity financing, $1 million bridge Promissory Note financing and $10 million Series A2 Preferred Stock financing for a national entertainment technology company
- $3 million Preferred Unit financing for Washington, DC area syndicated real estate venture fund
- $7.5 million Series A Preferred Stock financing for a Maryland-based biotech company and provided counsel in their conversion to a Delaware corporation
- $850k Preferred Unit financing for a national sports and entertainment company
- $3.5 million Series B Preferred Unit financing, $3.5 million Convertible Promissory Note financing and $2.5 million Bridge Promissory Note financing for a Maryland-based leadership technology platform
- $4.5 million Series A-1 Preferred Stock financing for a national sports and entertainment venue technology platform and advised on their conversion from a Delaware LLC to a Delaware corporation
- $500k Convertible Promissory Note financing for Maryland cannabis company and corresponding consultation regarding application for a Maryland processing and cultivation license
- $10 million Series A Preferred Stock financing for a national real estate financial technology company
- In 2019, represented nearly 10 restaurants raising in excess of $11 million in the region
- $3.5 million bridge convertible promissory note financing and $4 million Series B financing for computer software company developing an AI-driven technology platform
- 2.4+ million Series Seed and $4.8 million Series A financings for a local technology start-up in the restaurant space – regarded at the time as one of the top “dining” applications on the iTunes Store
- Advised a mobile technology platform company in their conversion from a limited liability company into a C-corporation, including the successful conversion of common and preferred securities and an equity compensation plan. The entity change also included a $4.5 million bridge convertible note financing
- $150k Convertible Note financing of sustainable construction product manufacturing company
- $885k investment in Series A-1 and A-2 Preferred Stock financing of Biotech-focused venture fund