Jason McConnell

Josh DeBottis has a broad base of experience in finance and corporate related areas focusing on the energy industry with a particular emphasis on renewable energy project finance. Josh represents financial institutions in the financing, construction, acquisition and sale of energy and infrastructure assets including solar, wind, coal and natural gas facilities. Prior to joining the firm, Josh practiced in the Charlotte office of Hunton & Williams.

Jerri Simmons is a top attorney recognized by Best Lawyers in the practice area(s) of Workers' Compensation Law - Employers. Jerri, who practices law in Charlotte, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jerri is held by other top lawyers in the same geographic and legal practice area.

As head of the Global Services group, Mike Zeller provides his corporate transactional clients the accessibility, responsiveness, knowledge, and understanding of in-house counsel, coupled with the deep, full spectrum of the firm’s legal resources and cost- efficiencies. Mike gives his regional, national and international clients passionate, straightforward counsel in general corporate representation, mergers and acquisitions, franchising, inbound and outbound international trade. He rep...

Ken Coe strives to take a sophisticated yet practical approach to the practice of law and the counsel and advice given to clients and their families. Ken advises business clients who represent a broad spectrum of industries and a wide range of business functions. Ken’s clients benefit from his ongoing working familiarity with various income, gift and estate tax matters, contracts of all kinds, shareholder, partnership agreements, limited liability company arrangements, real estate activ...

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 ...

David Jacobs is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law. David, who practices law in Charlotte, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which David is held by other top lawyers in the same geographic and legal practice area.

Elizabeth Murphy advises institutional and nonbank lenders on the origination and servicing of conduit and portfolio real estate loans. She is active in the firm’s Women’s Initiative and has been honored by the Charlotte Center for Legal Advocacy with its 2021 Pro Bono Award. Elizabeth represents senior and mezzanine lenders and borrowers in the origination and servicing of conduit and portfolio loans. She concentrates in originating loans secured by complex collateral structures ...

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...

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...

As an intellectual property attorney with more than 30 years of experience, Dick Lupo focuses his practice on intellectual property and technology transactional matters. Heavily involved in a variety of intellectual property and transactional matters for emerging-market companies as well as established businesses, Dick provides sophisticated IP counsel to diverse clients in wide-ranging industries, including: Financial services Heavy industrial manufacturing Internet applications Computer sof...