Experience

Mergers and Acquisitions (Energy Projects)

• Representation of developer regarding the sale of a portfolio of 21 fully operational solar projects in New York and Maryland totaling almost 60 MW of distributed generation assets (2023)
• Advising a public company regarding the acquisition of approximately 88 MW of operating distributed generation solar projects across the U.S. (2023)
• Representation of a large institutional energy investor in the acquisition of an approximately 29 MW development-stage solar project in New Jersey (2020)
• Representation of a large institutional energy investor in the acquisition of a portfolio of over 195 MW in operating solar projects located in seven states (2019)
• Representation of a renewable energy developer in the acquisition of an approximately 160 MW development-stage solar project in California (2019)
• Representation of a large institutional energy investor in the acquisition of a portfolio of over 200 MW in operating wind projects in Idaho and New Mexico (2019)
• Representation of a large institutional energy investor in the acquisition of an approximately 134 MW development-stage solar project in California (2019)
• Representation of Apex Clean Energy, Inc. in the sale of its 202 MW Sugar Creek wind project in Illinois to a wholly owned subsidiary of Algonquin Power (2018)
• Representation of Neo Solar Power in the acquisition of a pipeline of solar projects in Minnesota and Nevada and other business assets of Clean Focus Corporation (2015)

Mergers & Acquisitions (Other)

• Representation of Fresco Logic, Inc., a fabless semiconductor company, in its sale to a subsidiary of Parade Technologies, Ltd., a public Taiwanese company (2020)
• Representation of Calibre Holdings Limited in the sale of its wireless IoT business to a subsidiary of Lantronix, Inc (NASDAQ: LTRX)., a publicly traded global technology company (2019)
• Representation of Viewpoint, Inc., a construction industry software company, in its acquisition of Keystyle Data Solutions, L.L.C. (2018)
• Representation of Vestas Wind Systems A/S in the acquisition of Utopus Insights, Inc., an energy analytics software company (2018)
• Representation of Recargo, Inc., a plug-in EV technology company, in its sale to innogy e-Mobility US LLC (2018)
• Representation of CloudMed, LLC, a medical software company, in its sale to Revint Holdings, LLC (2018)
• Representation of Demand Energy Networks Inc., an energy management software company, in its sale to Enel Green Power North America, Inc. (2017)
• Representation of Planar Systems, Inc., a worldwide provider of display systems, in the acquisition of NaturalPoint, Inc. (2017)
• Representation of iovation Inc., a provider of authentication solutions for online businesses and end-users, in the acquisition of LaunchKey, Inc. (2016)
• Representation of SolutionsIQ, Inc., a consulting services company, in the acquisitions of Big Visible Solutions, Inc. (2014) and Davisbase Consulting LLC (2015) and its sale to Accenture (2017)
• Representation of SET Management, LLC, an advertising agency, in its sale of a controlling equity interest to subsidiaries of WPP, plc. (2015)
• Representation of Bend Cable Communications, LLC, dba BendBroadband, and its affiliates, in the sale of substantially all of their assets to Telephone and Data Systems, Inc. (NYSE: TDS) (2014)
• Representation of Nagarro, Inc. in its sale to Allgeier Holding AG, a publicly traded German IT services company (2011)
• Representation of Da Kine Hawaii, Inc. in the sale of substantially all of its business assets to affiliates of Billabong International Limited, a public Australian corporation (2008)

Joint Ventures

• Representation of a renewable energy developer in the formation of joint ventures to develop, construct and sell approximately 600 MW in wind generation facilities to a Midwest utility (2019)
• Representation of Zimmer Gunsul Frasca Architects LLP in the formation of a joint venture with Cotter Architects Inc. (2014)
• Representation of an independent power producer/developer in the formation of a joint venture to develop, construct, own and operate wind generation facilities in the Pacific Northwest (2006)
• Representation of a U.S. components supplier in the formation of a joint venture to design, develop, manufacture, and sell jet aircraft engine component products to a U.S.-based aerospace manufacturer (2005)

Finance

• Representation of Capital Dynamics in its partnership-flip tax equity financing with U.S. Bank and construction and term loan financing with a syndicate led by KeyBank of an approximately 91 MW portfolio of solar projects in North Carolina (2016)
• Representation of sPower in its lease pass-through tax equity financing with U.S. Bank of an approximately 70 MW portfolio of solar projects in Massachusetts and North Carolina (2015)
• Representation of sPower in its inverted lease tax equity financing with U.S. Bank of an approximately 26 MW portfolio of solar projects in New York and California (2015)
• Representation of Cambia Health Solutions in investments in various emerging health companies, including PokitDok, Retrofit and Wildflower Health (2013–2015)
• Representation of DiabetOmics, Inc., a biotech company, in multiple preferred stock financings (since 2011)
• Representation of Fresco Logic, Inc., a fabless semiconductor company, in multiple preferred stock financings (2009–2017)

Honors & Activities

Professional Honors & Activities

• Included in The Best Lawyers in America^® (Corporate Law, Mergers & Acquisitions Law), 2019–2024
• Past Chair and Treasurer, Executive Committee, International Law Section, Oregon State Bar
• Member, American Bar Association
• Member, Nominating Committee for the Oregon Entrepreneurs Forum’s annual Entrepreneurship Awards, 2003–2004

Civic Activities

• Trustee, WorldOregon, Portland, Oregon
• Former Trustee and Governance Chair, The International School, Portland, Oregon

Insights & Presentations

• Co-author, “Choice of Entity Structure,” Chapter 11, The Law of Wind: A Guide to Business and Legal Issues, Stoel Rives LLP, Ninth Edition, 2022
• Presenter, “Business Acquisitions and Exits: M&A Tidbits” (co-presenter, Jennifer Tuohy) Stoel Rives’ Rooftop CLE Series, June 28, 2017
• Panelist, “Tapping International Markets: Key Governance Challenges,” KPMG Fall Audit Committee Roundtable Series, Portland, OR, December 3, 2014
• Presenter, “US Solar Projects and CFIUS—National Security Review of Acquisitions of US Businesses by Foreign Buyers under the Exon-Florio Act,” Chinese-language presentation at SNEC PV Power Conference 2013, Shanghai, China, May 16, 2013
• Moderator, “Alternative Financing Structures,” US-China Wind Summit, San Francisco, CA, December 14, 2011
• Presenter, “Negotiating the Joint Venture Agreement,” US-China Wind Summit, San Francisco, CA, December 13, 2011
• “Choice of Corporate Structure and Entity,” The Law of Marine and Hydrokinetic Energy: A Guide to Business and Legal Issues, Stoel Rives LLP, 2011 (formerly The Law of Ocean and Tidal Energy)
• Moderator, “Why Chinese Wind Equipment Manufacturers Should Consider Building a Pilot Project in the United States,” US-China Wind 2010, San Francisco, CA, December 8, 2010
• Presenter, “Wind Project Services in the US: Turbine Supply, EPC and O&M,” Invest in America Workshop—Renewable Energy—Wind Power, Beijing, China, December 6, 2010
• Presenter, “Renewable Energy Opportunities in Washington State,” Chinese-language presentation at FDI seminar hosted by Washington State China Relations Council and Washington State Department of Commerce for CCPIT officials and other senior business executives, Seattle, WA, June 30, 2010
• Panelist, “International Technology Transactions: Challenges and Outcomes,” International Law Weekend-West, Willamette University College of Law, Salem, OR, March 7, 2009
• 2007 Supplement to “Assisting an Extranational Corporation in Oregon,” Advising Oregon Business, Oregon State Bar, 2007
• Presenter, “Drafting Asset Acquisition Agreements,” Oregon State Bar Corporate Finance Group M&A CLE series, Portland, OR, October 14, 2003

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