Stephanie E. Greer

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...

Bryan Ives is co-chair of the Firm’s Corporate Transactions & Securities Group and has recently concluded a 4-year term on the Firm’s management committee and service as the Firm’s Financial Partner. Bryan has deep experience in a wide range of areas, including mergers and acquisitions, private equity, taxation and corporate governance, and debt and equity financing. Bryan began his career as a tax lawyer and is a member of the American College of Tax Counsel. Using his ...

Marcus Spake is known for aggressively representing his clients, and for ensuring that their best interests are protected at all times. During his career, Marcus has represented both injured workers and defendants in workers’ compensation claims, giving him a vast depth of knowledge of both sides of the law. He firmly believes that every injured person deserves competent and effective counsel and uses his experience to his client’s absolute advantage. Marcus was born and raised in...

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...

James M. Dedman IV is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Insurance. James, who practices law in Charlotte, North Carolina, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which he is held by other top lawyers in the same geographic and legal practice area. James represents manufacturers, transportation companies, insurance companies, hospitality companies and other busin...

Timothy Sheriff is a lawyer recognized by Best Lawyers in the practice area of Personal Injury Litigation - Plaintiffs. Timothy practices law in Charlotte, North Carolina Best Lawyers has recognized Timothy Sheriff since 2026. 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 Timothy Sheriff is held by other lawyers.

Kim Tyson is the founder of K. Tyson Law, PLLC in Charlotte, North Carolina. Kim represents clients nationwide in Federal Tax matters, focusing on administrative disputes with the IRS, litigation and litigation support, civil tax penalties, and charitable giving. Kim spent more than 20 years at the IRS, where she advised revenue agents in examinations of Fortune 20 companies and before IRS Appeals and supervising significant litigation in complex tax matters. While at the IRS, Kim was recogni...

Matt Plyler works with lending institutions to achieve practical, business-oriented solutions in secured and unsecured financing transactions across a broad range of industries, including transportation, consumer retail, manufacturing, automotive, utilities, chemicals, agriculture and technology. Matt regularly represents lead arrangers, lenders and agent banks in syndicated credit facilities, club deals and single-bank financings used to finance strategic acquisitions, leveraged buyouts, rec...

Jerry H. Walters, Jr. is a lawyer recognized by Best Lawyers in the practice areas of Employment Law - Management and Labor Law - Management. Jerry H. practices law in Charlotte, North Carolina Best Lawyers has recognized Jerry H. Walters, Jr. since 2018. 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 Jerry H. Walters, Jr. is held by other lawyers.

David Walls has extensive experience representing banks, lenders, agents and other financial institutions in workout transactions, restructurings and large corporate bankruptcies. He also has experience in structuring and documenting complex syndicated lending transactions. David has been admitted to practice in various bankruptcy courts and federal district courts throughout the United States. His client services include: Defense of avoidance actions Representation of secured creditors in wo...