Brandeis School of Law (University of Louisville), J.D., graduated with honors
University of Tennessee, B.S., Finance
Member of Nashville and Tennessee Bar Associations
President of Estate Planning Council of Middle Tennessee (2015 – 2017)
Holder of Chartered Financial Analyst designation and member of the CFA Institute of Nashville
I previously worked at the regional law firm of Wyatt, Tarrant & Combs, LLP where I was a partner. I co-founded Riggs Davie PLC in the spring of 2012 after nine years with Wyatt. Prior to practicing law, I also worked for Mercer Human Resource Consulting for five years as a consultant on executive benefits and compensation matters and for two years with First American National Bank as a commercial credit analyst and portfolio manager.
Business Acquisitions and Sales
I have represented numerous clients in business acquisitions or sales taking the form of both stock and asset purchases or sales, including those in the following areas: technology companies, professional service firms, manufacturing companies, distributors, and transportation companies.
Venture Capital and Other Debt and Equity Raises
I have represented numerous startup and emerging growth companies in raising outside capital, both debt and equity. These financings have involved friends and family rounds, “angel” investors, venture capital funds, banks, and specialty finance lenders. The size of these financings has ranged from under $1 million to $50 million.
General Counsel Services
I represent a number of clients on a continuous basis with most of their corporate and contract matters. This includes assisting with corporate or limited liability company governance matters, negotiating day to day contracts, advising on business disputes, assisting with corporate reorganizations and restructurings, and providing other general counsel services as needed.
I routinely prepare and negotiate various contracts, including customer and vendor agreements, employment and independent contractor agreements, confidentiality and nondisclosure agreements (NDAs), noncompetition and nonsolicitation agreements, assignment of inventions and other intellectual property agreements, settlement agreements, commercial leases, credit facilities agreements, distributor agreements, and other various types of contracts.
I assist many clients with attracting and retaining key employees using equity incentives. For corporations, these often include stock options, restricted stock or restricted stock units, stock appreciation rights, other types of phantom equity, and deferred compensation arrangements. For limited liability companies and other entities taxed as partnerships, incentives often involve “profits interests” (sometimes referred to as incentive units).
I help many clients beginning a business with entity selection and formation. This includes preparing and filing a charter or articles of organization, preparing bylaws and stockholders’ agreements or operating agreements, and advice related to the foregoing.
I regularly represent individuals and families in all aspects of their estate planning and estate and trust administration. See Services/Estate Planning and Administration tab for more information.