Experience

Allvue Systems

• United States
• Software Development
• 400 - 500 Employee

• Deputy General Counsel

  • Jan 2023 - Present

  Charlotte, North Carolina Area I lead the Commercial Legal Team, which is responsible for preparing and negotiating all subscription contracts for Allvue's SaaS products. We work closely with our Sales organization to: • Prepare and negotiate software-as-a-service agreements. • Provide guidance regarding legal and contractual issues. • Draft and modify form documents to standardize business processes and minimize risk.

• Associate General Counsel

  • Jan 2020 - Jan 2023

  Charlotte, North Carolina Area • Prepare and negotiate software-as-a-service agreements. • Provide guidance to business units regarding legal issues. • Draft and modify form documents to standardize business processes and minimize risk. • Prepare corporate resolutions for adoption by board of managers.



Moore & Van Allen PLLC

• United States
• Law Practice
• 500 - 600 Employee

• Member

  • Oct 2001 - Dec 2019

  Charlotte, North Carolina Area • Draft definitive documentation for asset and stock acquisitions. Assure close attention to risk mitigation by negotiating representations and warranties and terms of indemnification. • Manage teams of attorneys and other SMEs performing due diligence operations and client reporting for asset and/or stock acquisitions across industries. • Minimize post-closing risk for asset divestitures. Draft definitive documentation with focus on negotiating caps on post-closing liability… Show more • Draft definitive documentation for asset and stock acquisitions. Assure close attention to risk mitigation by negotiating representations and warranties and terms of indemnification. • Manage teams of attorneys and other SMEs performing due diligence operations and client reporting for asset and/or stock acquisitions across industries. • Minimize post-closing risk for asset divestitures. Draft definitive documentation with focus on negotiating caps on post-closing liability and limiting indemnification. • Structure and prepare corporate governance documents, including multi-member and single-member LLC operating agreements. Mediate and assure comprehensive consideration of parties’ wishes on behalf of company or single member. • Represent client entities in all governance matters from formation to dissolution. • Advise clients/prepare documentation for conversion of entities to effect redomestication. • Negotiated asset-based loan documents on behalf of privately held industrial client. • Collaborate with corporate and financial entities and negotiate terms of ISDA master agreements regarding interest rate, currency, and commodity hedging. • Interface with underwriters, issuers, and bond counsel to document tax exempt private activity bond issuances. • Partner with bond counsel to document and issue industrial development bonds to support payment/fee in lieu of tax (PILOT/FILOT) arrangements. • Negotiated and documented formation and unwinding of joint ventures, with close eye on accuracy and settlement of assets, peripheral entities, and relationships. Show less



Smith Helms Mulliss & Moore (now McGuire Woods)

• Associate

  • Jan 2000 - Oct 2001

  Charlotte, North Carolina Area • Structured and prepared multi-member and single-member LLC operating agreements. • Advised real estate developers on federal income tax and business organization law matters. • Negotiated, structured, and documented tax-advantaged credit facilities to allow tax deferral on sale of real property.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Tax Consultant

  • 1996 - 2000

  Cleveland, Ohio Worked in both mergers & acquisitions and state and local government tax practices. • Performed tax due diligence and advisory services for strategic and financial buyers in taxable and tax-free acquisitions. • Structured acquisitions and divestitures to minimize federal and state income tax on gain. • Designed carve-out of public company’s e-commerce business for initial public offering. • Developed and implemented internal corporate reorganization. •… Show more Worked in both mergers & acquisitions and state and local government tax practices. • Performed tax due diligence and advisory services for strategic and financial buyers in taxable and tax-free acquisitions. • Structured acquisitions and divestitures to minimize federal and state income tax on gain. • Designed carve-out of public company’s e-commerce business for initial public offering. • Developed and implemented internal corporate reorganization. • Implemented pass-through entity planning. • Created and executed internal corporate restructuring. Show less