Katherine S. Henry

Rob Fisher has years of experience providing tax advice in connection with mergers and acquisitions transactions, financial products, and joint ventures. Rob focuses on transactional tax planning, representing public and private companies, private equity funds, search funds, and other sponsors in connection with their mergers and acquisitions transactions, financings and investments. He also represents founders and other closely held business owners in connection with their exit events and fi...

Frank makes it a goal to close his complex deals on his client's desired timeline. To accomplish this, he keeps a rigorous focus on the end game. He emphasizes his client's key objectives without wasting time negotiating irrelevant provisions. That approach allowed him to close a large portfolio loan of 10 assets in just 15 business days for one of the world's largest banks. Executing the deal in such a short timeframe was all the more impressive because it was his client's first deal with th...

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.

Randall Phillips is a top attorney recognized by Best Lawyers in the practice area(s) of Personal Injury Litigation - Plaintiffs. Randall, who practices law in Charlotte, North Carolina, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Randall is held by other top lawyers in the same geographic and legal practice area.

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...

Felicia Gardner is a seasoned practitioner with extensive experience advising employers on employee benefits, executive compensation, and other employment-related matters as outside counsel and as an associate general counsel at a large financial institution. Felicia focuses her practice on employee benefits and executive compensation matters. She works closely with employers of all sizes and types to design programs and packages to help them attract and retain high-level talent. She has over...

Ingrid McClintock is a top attorney recognized by Best Lawyers in the practice area(s) of Banking and Finance Law. Ingrid, who practices law in Charlotte, North Carolina, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Ingrid is held by other top lawyers in the same geographic and legal practice area.

Kevin Dalton is a partner in the firm’s Charlotte office. His practice focuses on counseling clients regarding employment issues and defending clients against claims alleging wrongful discharge, discrimination, harassment, breach of contract, and wage and hour violations. He has assisted companies in remaining non-union, including responding to unfair labor practice charges and advising employers during union representation campaigns. Before joining the firm, Kevin served as a Captain i...

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...

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...