David B. Whelpley, Jr.

Bernard Clark is experienced in all types of sophisticated tax planning and controversy work, representing large corporations and tax-exempt organizations mostly at the federal level. He has participated in obtaining numerous rulings from the Internal Revenue Service involving tax accounting and acquisition issues. Clients trust him to offer practical and creative solutions for a broad array of tax planning and controversy matters. Corporate mergers and recapitalizations Planning involving is...

With decades of experience representing Fortune 500 companies, professional sports organizations, and large employers relocating corporate headquarters and operations, Billy Moore provides a full range of services in the areas of federal, state and local taxation. He has negotiated state and local incentive packages, solved tax controversies, and managed sales and purchases of companies and assets including tax-free reorganizations with respect to Fortune 500 companies. He heads the firm&rsqu...

Arlene often serves as external trademark counsel and provides comprehensive legal advice in domestic and international trademark and copyright prosecution, protection, enforcement and related disputes, and intellectual property licensing and transactional work for her clients. Arlene counsels and guides clients through their development of practical brand strategies to maximize brand investment to meet their business and commercial goals, whether of a local, national, regional, or internatio...

Kimberly Zirkle focuses her practice on corporate finance and acquisition transactions. She regularly represents a variety of lenders, private equity portfolio companies, and private companies in corporate finance and acquisition transactions. Kimberly’s experience involves a wide variety of debt structures including: unitranche, ABL, first lien, split lien, second lien, and mezzanine (secured or unsecured). Kimberly primarily represents SBICs, BDCs, lenders and institutional investors ...

Banks and other financial institutions rely on Jason Solomon’s strategic advice on a wide variety of financing transactions. He has extensive experience in representing corporate trustees, administrative agents, and other service providers in connection with a vast range of financial transactions. Jason is the partner-in-charge of the Charlotte office. He focuses his practice on the representation of trustees and agents in financial transactions and related litigation, bankruptcies, and...

Wayne McKinzie is co-head of the firm’s Financial Services group, leveraging his years of experience to provide sophisticated, business-oriented counsel to client transactions. Wayne McKinzie is co-head of the firm's 100+ attorney Financial Services practice group. In his more than 25 years at the firm he has developed a broad base of experience representing financial institutions, investment firms, insurance companies and other institutional investors and corporate clients on complex f...

Rob Marcus is an experienced trial attorney who has developed a diverse litigation practice. Rob has a wide range of trial experience in high-stakes, complex business disputes. He has litigated significant cases involving intellectual property, securities and financial disputes, insurance coverage matters, contract enforcement, and class actions. Rob has handled matters in state and federal courts across North Carolina, and he has significant experience in the North Carolina Business Court. R...

Susan S. Jackson is a top attorney recognized by Best Lawyers in the practice area(s) of Copyright Law, Patent Law and Trademark Law. Susan S., who practices law in Charlotte, North Carolina, has been recognized since 2009. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Susan S. is held by other top lawyers in the same geographic and legal practice area.

John D. Cole is a litigator with broad experience across the spectrum of employment law and labor law. For more than 20 years, John has represented employers of all sizes in cases throughout the eastern United States. He has handled numerous cases involving virtually all aspects of employment law before various federal courts, federal and state administrative agencies, and the state courts of North Carolina, South Carolina and Georgia. He has also handled employment arbitration cases before A...

Bryan Ives is co-chair of the Firm’s Corporate Transactions & Securities Group and has recently concluded a 4-year term on the Firm’s management committee and service as the Firm’s Financial Partner. Bryan has deep experience in a wide range of areas, including mergers and acquisitions, private equity, taxation and corporate governance, and debt and equity financing. Bryan began his career as a tax lawyer and is a member of the American College of Tax Counsel. Using his ...