Katie Schwarting

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...

Doak Barnhardt engages in a broad range of finance-related areas, with an emphasis on senior bank debt and syndicated loan finance. Doak has considerable experience in corporate and commercial lending arrangements, including secured lending, acquisition and recapitalization finance, subordinated debt transactions, and work-out and restructure. Further, he represents a number of public and private companies as borrowers under syndicated credit facilities. Since joining the firm in 1984, he has...

David Iacuzio 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.

Scott Stevens is a member of the firm’s Intellectual Property Litigation Group and a registered patent attorney. Mr. Stevens’ practice focuses on patent litigation involving technologies such as telecommunications, chemical processes, pharmaceuticals, cloud computing, and flash memory. Mr. Stevens represents clients in Section 337 Investigations before the U.S. International Trade Commission, as well as in patent-infringement litigation before various U.S. District Courts and the ...

Chris Jones is a nationally recognized specialist in the areas of estate planning and business succession planning. Chris heads the firm’s Wealth & Estate Planning group and has substantial experience advising and counseling clients regarding sophisticated estate planning, business succession, asset protection, charitable planning, life insurance matters, and international estate planning. Understanding that each client has specific, unique objectives, Chris and his team provide cre...

Mike Wilson focuses his practice on taxation, mergers and acquisitions, and joint ventures. He represents clients in a variety of industries, including healthcare, manufacturing, defense, technology, food and beverage, real estate, and renewable energy. Mike handles tax structuring for mergers and acquisitions for private equity funds and strategic buyers and sellers (including ESOP transactions), prepares fund formation and governing documents for private equity funds, and advises family off...

Valecia McDowell is a national thought leader in the areas of governmental and internal investigations, conduct risk management, and civil rights and racial equity assessments. Valecia is ranked in Chambers USA and Best Lawyers , included in national publications such as Bloomberg , American Banker , Corporate Compliance Insights , and Inside Counsel. Valecia was one of the ten “Innovative Legal Practitioners” identified by the London-based Financial Times in 2023 and on Forbes To...

Patrick Yingling is a top attorney recognized by Best Lawyers in the practice area(s) of Banking and Finance Law. Patrick, 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 Patrick is held by other top lawyers in the same geographic and legal practice area.

Hal Levinson is one of the firm’s senior corporate and transactional lawyers, having focused his career on complex mergers, acquisitions, and joint ventures. Hal is known for bringing experienced and practical business oriented legal advice to each transaction. Hal is counsel of choice for many business owners, including those owned by generations of family members, entrepreneurs, and strategic companies that have decided to sell their business. Hal’s extensive transactional exper...

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...