Client Collaborations
All Representative Cases
Routinely represent clients in OCR complaints, including sex and race discrimination claims and website accessibility.
Successfully negotiated dismissal of several OCR complaints at the pre-investigation stage.
Successfully represent clients in responding to and resolving BOLI complaints.
Represented U.S. company offering a machine learning platform as a service in a $10 million Series B-2 Convertible Preferred Stock offering, including term sheet, designation of terms, stock purchase agreement, voting agreement, investor rights agreement, closing documents, and related governance documents.
Formed a Delaware subsidiary and prepared offering documents for founders preferred stock offering, including organizational documents, offering documents, securities filings, and related corporate instruments.
Represented Pacific Northwest bank holding company in $40 million subordinated debt offering, including review of offering materials and transaction documents, preparation of securities compliance documents, assistance with closing documents, and registration of exchange offering with the Securities and Exchange Commission.
Assist with the formation of a wide variety of tax-exempt entities.
Draft nonprofit bylaws and conflict of interest policies.
Advise existing tax-exempt entities on a wide range of issues, including public charity versus private foundation status, private benefit, private inurement, self-dealing, governance, and general issues relating to the retention of tax exempt status.