Daniel E. Peterson

Ed O’Keefe advises and represents financial institutions. From strategy to tactics and logistics, Ed’s experience includes investigations, litigation, regulatory compliance, governance, cybersecurity, compensation, and risk management. He also advises on law department management, including effective legal engagement with regulators and control functions. Ed is the former Global General Counsel of Bank of America Corporation. Having also headed or served as a senior executive with...

Danielle Thompson Williams is a top attorney recognized by Best Lawyers in the practice area(s) of Commercial Litigation, Litigation - Intellectual Property and Litigation - Patent. Danielle Thompson, who practices law in Charlotte, North Carolina, has been recognized since 2016. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Danielle Thompson is held by other top lawyers in the same geographic and legal practice area.

Janice L. Davies is the Founder of Davies Law PLLC in Charlotte, North Carolina. Ms. Davies’ practice areas include tax, wealth transfer and business succession planning for individuals and closely held businesses and probate and administration of estates and trusts. She received her B.S. degree from Pfeiffer University; her J.D. degree, law review , from Campbell University, Norman Adrian Wiggins School of Law; and her LL.M. degree in Estate Planning from the University of Miami School...

When routine or complicated tax problems arise, Jody Joyner is committed to making sure his corporate clients understand the options and potential consequences revolving around tax matters.

Partner Matthew Cox heads the Columbia, South Carolina office of Smith Currie. He is Martindale-Hubbell AV rated among his peers, as well as the judiciary and has been practicing since 1999. Matthew focuses his practice in the areas of Construction Law, Commercial Law, and Government Contracts, with his emphasis in litigation and compliance. He represents a variety of private clientele in the construction industry from design professionals, to owners and developers, to general contractors and...

Beth Grimes’ practice focuses exclusively on employee benefits and executive compensation. She regularly advises the firm’s clients on a broad array of executive compensation, employee benefit matters, and equity compensation issues in connection with corporate mergers, acquisitions, reorganizations, and other significant corporate transactions. Beth works to resolve employee benefits and executive compensation issues with her experience navigating the rules under the Internal Rev...

Thomas Cooper’s practice is focused on tax planning, trust and estate planning and administration, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. Thomas supports clients’ existing and prospective business interests, including representing family offices and independent sponsors in their acquisitions of closely held businesses and other investments, advising on capital s...

Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...

With "a great knowledge of real estate and lending" and more than 30 years' experience closing real estate deals, Hayden Harrell "brings a logical and practical business perspective to the transactions." Hayden represents lenders, investors and developers in construction, permanent, mezzanine and syndicated loan transactions. He also provides experienced advice in joint venture agreements for both the equity providers and the sponsors. According to Chambers USA: America’s Leading Lawyer...

Alan Pope primarily counsels financial institutions in corporate workouts and bankruptcies and in structuring intercreditor arrangements. Alan applies substantial experience to representing administrative agents and collateral agents in syndicated credit facilities and other financial institutions in secured lending transactions.