Experience

Acquisitions

• Counsel to Volpara Health in its acquisition of CRA Health, LLC for up to $22 million.
• Counsel to Consumer Cellular in its sale of a majority stake to Chicago-based private equity firm GTCR for a reported $2.3 billion.
• Counsel to the ownership group in the sale of Toyota and Mazda of Gladstone.
• Counsel to Advantest Corporation in the following matters:
  • Acquisition of Essai, Inc.
  • $135 million acquisition of the semiconductor system level test business from Astronics Corporation.
• Counsel to Lithia Motors, Inc. in acquisitions and divestitures of 100+ automotive dealerships and dealership groups.
• Counsel to JEA Senior Living in the sale of a majority stake to Access Industries.
• Counsel to investors in Woolrich International in the sale of Woolrich to entities controlled by the Princely Family of Liechtenstein.
• Counsel to True West Capital Partners in connection with equity investments.
• Counsel to a professional services provider in its $85 million sale transaction.
• Counsel to an auto dealership group in a $12 million purchase of distressed auto dealership assets.
• Counsel to a Japanese publicly traded conglomerate in its $22 million purchase of agricultural assets in central Oregon.
• Counsel to a Nevada-based commercial building materials supplier in a $15 million sale transaction.
• Counsel to a Texas- and UK-based electronic payments processor in its $8 million sale transaction, structured as an equity sale with a separate $4 million sale of intellectual property assets.
• Local counsel to a Japan-based life insurance company in its $5 billion merger with a U.S. financial corporation.
• Counsel to a U.S. shipbuilding, ship repair, and industrial service provider in six strategic acquisitions totaling over $125 million and the sale of a minority interest to a private equity fund.
• Counsel to a worldwide transportation, supply chain management, and packaging solutions provider in four strategic acquisitions totaling over $100 million.

Equity Investment and Funding 

• Counsel to Lithia Motors, Inc. in its strategic partnership with, and equity investment in, Shift Technologies.
• Counsel to many startup and emerging growth companies, primarily in software and cleantech industries, in a variety of general corporate matters (including formation), commercial matters and financings via convertible notes, SAFEs, and common/preferred equity.
• Counsel to a data center infrastructure provider in a $3 million private placement of equity.
• Counsel to a UK-based automobile manufacturer for various matters related to its operations in Portland, including investments early-stage companies that engage with its business accelerator program.

General Corporate

• Counsel to Aurora Innovation, a leading developer of autonomous vehicles, in general corporate and commercial matters.
• Counsel to Waymo, an Alphabet/Google-affiliated developer of autonomous vehicles, in various commercial and joint development arrangements.
• Counsel to People Data Labs, a Founders Fund-backed emerging company, in general corporate matters.
• Counsel to Versity software, a provider of archiving software for data center applications, in general corporate and commercial matters.
• Counsel to a semiconductor manufacturer in complex transactional and commercial matters.
• Counsel to the Portland Trailblazers in general corporate matters.
• Counsel to Advantest Corporation in the following matters:
  • Joint ventures and technology transactions.
  • Outsourcing and contract manufacturing arrangements.
• Counsel to Lithia Motors, Inc. in the following matters:
  • Board governance and SEC compliance
  • Commercial contracts with technology providers.
• Counsel to Hanna Andersson Corporation in securities matters.
• Counsel to Dixon Denim, LLC (creator of the term “Yacht Rock” and associated media properties) in general corporate matters.
• Counsel to executives with various companies on equity compensation matters.

Honors & Activities

Professional Honors

• Listed among Rising Stars (Mergers & Acquisitions), Oregon Super Lawyers^®, 2013–2015

Civic Activities

• Board member, The University of Michigan Alumni Club of Portland, 2015–2019
• Organizing Committee member, Portland Multi-school MBA Alumni Club
• Board member, TechStart (organization that works with educators to facilitate students’ development of coding skills)
• Oregon State Bar Public Service Advisory Committee
• Volunteer, Portland Small Business Legal Clinic
• Committee member, Law Firm Antiracism Alliance

Firm Activities

• Recipient, Stoel Rives LLP Andrew Guy Pro Bono Award, 2021
• Co-founder, Main Street Relief Project (no-cost legal service for independent restaurants, bars, and retail establishments affected by COVID-19 in the communities where the firm has offices)
• Member of the following committees/groups:
  • Mergers and Acquisitions Form-production Committee
  • Mergers and Acquisitions Knowledge Management Committee
  • Firmwide Knowledge Management Committee
  • Diversity, Equity & Inclusion Committee
  • Move the Needle advocate
  • OnTrack program sponsor
  • Consumer Products, Transportation, Technology and Energy Industry Groups

Insights & Presentations

• “Foreign Corrupt Practices Act,” Chapter 11 of The Law of Solar Energy: A Guide to Business and Legal Issues, Stoel Rives LLP, Sixth Edition, 2022
• “Foreign Corrupt Practices Act,” Chapter 16, The Law of Wind: A Guide to Business and Legal Issues, Stoel Rives LLP, Ninth Edition, 2022
• “Changes in the Manufacturing Industry Post-Covid-19 May Surprise You,” Portland Business Journal, October 2020
• Quoted, “Shareholder lawsuit unlikely to block Salesforce acquisition of Tableau,” Puget Sound Business Journal, July 2019
• Co-presenter, “Startup Law 101,” InventOR Train the Trainer, Portland, OR, August 2018
• Co-presenter, “InventOR: Startup Law 101,” InventOR State Finals, Klamath Falls, OR, June 2018
• Organizer, Ross School of Business Alumni Speaker Series: Josh Reynolds, Ruby Jewel CEO, February 2018
• Organizer, “Portland Thought Leaders: Food and Beverage,” January 2018
• Presenter, “The Foreign Corrupt Practices Act The Basics, A Record Year, and an Uncertain Future,” PDX General Counsel Forum, October 2017
• Panel moderator, “Networking: Strategies, Successes and Lessons Learned,” University of Michigan Alumni Club of Portland, 2017
• Presenter, “Crowdfunding: A Tale of Two States,” Northwest Securities Institute, 2017
• Guest lecturer, Portland MBA Program, Portland State University, 2017–present
• Panel moderator, “Crowdfunding: What’s Worked and What’s Next,” Portland Multi-school MBA Alumni Club, September 2016
• Co-author, “Crowd Control for Crowdfunding,” Portland Business Journal, May 2015
• Co-presenter, “Risks and Responsibilities of Corporate Directors,” Financial Executive International, Portland Chapter, April 2012

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