Sally B. Moran

A technically skilled, North Carolina State Bar certified specialist in estate planning and probate law and a frequent speaker on tax and estate planning topics, Mark Horn takes a comprehensive, proactive approach to his high net worth clients’ estate and tax planning situations, making recommendations in plain English and implementing the desired planning efficiently and responsively. Also serving many closely-held businesses, Mark often acts as the trusted adviser to multiple generati...

Chris Fowler practices in a broad range of finance-related areas, focusing on the representation of institutional investors, hedge funds, business development companies (BDCs), small business investment companies (SBICs), private equity groups and sponsors in their investment, buy-out and finance transactions. Chris’ primary focus is in debt and equity finance transactions as counsel to agents, lenders and passive and controlling stakeholders. Chris represents a variety of finance compa...

Bill Zimmern provides strategic leadership and practical, business-oriented advice on a broad range of mergers and acquisitions transactions, with substantial experience involving financial sponsors, large corporations, and the representation of founders and long-time owners. He also assists clients with securities and general corporate matters. Bill serves as Co-head of the firm's Corporate practice. Bill has worked for sophisticated clients across a number of industries, including in the he...

Co-Chair of the firm’s Asset-Based Lending Practice, Jason focuses his practice on debt financing and various other corporate finance transactions, with an emphasis on asset-based and cash flow lending. Learn more about their practice.

Clay Campbell is a lawyer recognized by Best Lawyers in the practice area of Litigation - Construction. Clay practices law in Charlotte, North Carolina Best Lawyers has recognized Clay Campbell since 2027. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Clay Campbell is held by other lawyers.

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 ...

Michael Ryan Miller is a lawyer recognized by Best Lawyers in the practice areas of Corporate Law and Leveraged Buyouts and Private Equity Law. Michael Ryan practices law in Charlotte, North Carolina Best Lawyers has recognized Michael Ryan Miller since 2024. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Michael Ryan Miller is held by other lawyers.

Mr. Carpenter's primary practice areas include tax, estate planning and probate law, IRS tax controversy, asset protection planning, business mergers and acquisitions, and commercial real estate law. He is a NC Board Certified Specialist in Estate Planning and Probate Law. Mr. Carpenter specializes in estate planning, estate administration, representing clients before the IRS, asset protection planning, and sophisticated real-estate tax-deferral strategies, including capital gain maximization...

Ed O’Keefe advises and represents financial institutions. From strategy to tactics and logistics, Ed’s experience includes investigations, litigation, regulatory compliance, governance, cybersecurity, compensation, and risk management. He also advises on law department management, including effective legal engagement with regulators and control functions. Ed is the former Global General Counsel of Bank of America Corporation. Having also headed or served as a senior executive with...

John Baron is the lead partner of the Charlotte office’s Federal and International Tax Group, partner-in-charge of the Charlotte office and chair of the partners committee. His practice is principally transactional in nature, and his clients include both domestic and foreign companies and financial institutions, as well as private equity firms, CDOs and hedge funds. He regularly provides tax structuring advice and renders tax opinions with respect to mergers and acquisitions, structured...