Track Record
These engagements are anonymized — no client names, no specifics that would betray confidence. They are published to convey the shape and scale of our work, not its detail. The cases themselves stay, as they should, between us and our clients.
In aggregate
$0B represented
Total dollar value of matters represented in the eight engagements below. Excludes cases where the operative scale is non-monetary — class certifications, grand jury outcomes, immigration approvals.
01
Corporate
2024
Represented the buyer in a US-EU acquisition involving a regulated SaaS platform, with simultaneous filings in three jurisdictions and a complex earn-out structure tied to ARR milestones.
Closed on schedule. Earn-out triggers achieved 14 months ahead of plan.
Scale
02
Litigation
2023
Lead trial counsel defending a Fortune-200 retailer in a 14-state putative class action arising from product labeling claims. Briefed and argued the class certification opposition.
Class certification denied at the pleading stage. Action dismissed with prejudice.
Scale
03
Real Estate
2023
Counsel to the developer in a multi-tranche financing for a 1.4M sq ft mixed-use redevelopment, including senior debt, mezzanine financing, and EB-5 sourcing.
Closed all four tranches within 90 days of term sheet.
Scale
04
Family
2024
Represented the wife in a contested divorce involving assets in the US, UK, and Switzerland, including a closely-held operating business, art collection, and trust structures.
Negotiated settlement in 11 months. No litigated trial.
Scale
05
Criminal
2024
Defended a CFO of a public company through an SEC and DOJ parallel investigation regarding revenue recognition. Testified before the grand jury under proffer.
Grand jury declined to indict. SEC closed without enforcement action.
Scale
06
Immigration
2024
Successfully petitioned for permanent residence for 12 senior researchers at a leading AI research lab, navigating the heightened evidentiary standards under EB-1A and EB-1B.
All 12 petitions approved. Median processing time: 7 months.
Scale
07
Estate
2023
Restructured a 30-year-old grantor trust to address generation-skipping transfer tax exposure and changed family dynamics. Coordinated with PFIC and FBAR compliance for the foreign beneficiaries.
Estimated GST savings: $61M. No challenge to date.
Scale
08
Tax
2024
Represented a closely-held manufacturer through a six-year IRS audit cycle, two appeals conferences, and ultimately Tax Court litigation involving transfer pricing methodology.
Settled at 11% of the original proposed adjustment.
Scale
We can talk through the shape of it in a single conversation, confidentially, before either side commits.