William H. "Wally" McBride

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...

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...

Kathleen K. Lucchesi is a principal and the office litigation manager in the Charlotte, North Carolina, office of Jackson Lewis P.C. For Kathi, the business of law is about people. Working first to find creative, business-oriented solutions, Kathi prioritizes developing effective policies and practices to keep employers out of the courtroom. But when the road to resolution leads to the courthouse, her extensive trial experience provides clients with the confidence that they’ll be well r...

Hannah Symonds is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Labor and Employment. Hannah, who practices law in Charlotte, North Carolina, has been recognized since 2023. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Hannah is held by other top lawyers in the same geographic and legal practice area.

Andrew Price focuses on the representation of financial institutions in connection with the structuring and documentation of secured and unsecured syndicated, club and bilateral senior credit facilities. Andrew frequently represents left lead arrangers, administrative agents, and lenders in a broad range of investment-grade and middle market corporate and commercial lending transactions, including acquisition-related financings, leveraged recapitalizations, cross-border financings, and workin...

Katie Duffy's practice is focused on estate planning, trust and estate administration, charitable planning, tax planning for high net-worth individuals, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. As a member of the North Carolina, South Carolina and Virginia bars, Katie advises clients in all three states with respect to their personal, financial, tax, business and estate plann...

Nicholas P. Valaoras is a top attorney recognized by Best Lawyers in the practice area(s) of Workers' Compensation Law - Employers. Nicholas P., who practices law in Charlotte, North Carolina, has been recognized since 2018. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Nicholas P. is held by other top lawyers in the same geographic and legal practice area.

Mr. Ellsworth counsels clients to procure, protect, license and enforce intellectual property rights. Mr. Ellsworth works diligently to understand his client’s business and to leverage that understanding to achieve his client’s intellectual property goals in a turn-key and cost-efficient manner. Mr. Ellsworth manages extensive domestic and international patent portfolios for several publicly traded companies and provides strategic counseling to a variety of smaller business concer...

J. René Toadvine maintains a nationwide practice that focuses on representing management in all facets of employee benefits matters, including: Employee benefits tax issues The Employee Retirement Income Security Act (ERISA) and benefits planning Executive compensation Employee benefits in mergers and acquisitions Bank finance and ERISA issues in securitizations René designs and drafts all types of employee benefits and executive compensation plans with adherence to compliance r...

Representing buyers, sellers, lenders, borrowers and underwriters, Rick Hazlett brings strategic insight to parties in various financing transactions. Rick focuses his financial services practice on lending, letter of credit and leasing transactions, mergers and acquisitions, securities and tax-exempt finance. He is often engaged to advise on complex business and finance transactions, and regularly advises corporations and other businesses on acquisitions, securities and other corporate matters.