Keith J. Merritt

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...

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...

Tim Ryan is a highly experienced financial services attorney who has an extensive background in representing clients in the structuring, negotiation, documentation, and closing of a broad variety of lending and financing transactions. He represents lenders and arrangers in international and domestic syndicated, club and single-lender transactions. Mr. Ryan's practice extends to acquisition financings, recapitalizations, high-grade and junior debt financings, cash flow, and asset-based and oth...

Daniel R. Simon is a top attorney recognized by Best Lawyers in the practice area(s) of Energy Regulatory Law. Daniel R., 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 Daniel R. is held by other top lawyers in the same geographic and legal practice area.

A member of the firm’s Financial Services group, Jim Hovis brings years of sophisticated, high-level experience to his finance and capital markets practice. For the majority of his career he managed the Financial Services group and served on the firm’s Management Committee from 1989 through 2015. He regularly represents national and regional financial institutions in complex financing transactions, including: Acquisition and leveraged buyout financing Subordinated debt facilities ...

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.

C. Todd Burbank is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law. C. Todd, 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 C. Todd is held by other top lawyers in the same geographic and legal practice area.

Frank Schall has been recognized by his peers and clients for his white-collar, internal investigations, and regulatory defense work and is a seasoned attorney with significant experience in a wide range of healthcare litigation, commercial litigation, and financial services matters. Having spent time working as a prosecutor and for a large financial institution overseas, Frank brings a breadth of experience and perspectives to his representation of individuals, small businesses, and large co...

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 ...

Mark Kelly is a member of the Corporate Transactions & Securities Group in the firm’s Charlotte office. He concentrates his practice in the areas of public offerings, private financings, mergers and acquisitions and general corporate matters. Mr. Kelly leads the firm’s private equity practice and has worked with private equity firms and their portfolio companies since the late 1980s in equity and debt financings, leveraged buyouts and exit transactions, including mergers with ...