David also has considerable experience representing creditor committees (both official and ad hoc), bankruptcy trustees, plan administrators and liquidating trusts, directors and boards of directors, lenders, secured and unsecured creditors and asset purchasers in a wide variety of bankruptcy and restructuring matters.

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In addition to advising clients on tax planning strategies, Nathan works closely with multi-generational families to design and implement business succession plans and family governance structures (such as private trust companies and family offices).

Nathan speaks frequently across the country on many estate planning topics and has published articles in The Florida Tax Review, The Tax Lawyer, The Florida Bar Journal, Probate & Property Magazine (American Bar Association), Estates, Gifts and Trusts Journal (Tax Management) and Trust & Estates, Taxes – The Tax Magazine and Estate Planning. Nathan focuses many of his speeches and articles on family office and private trust company structuring and planning with carried interest for investment fund principals.

In law school, Nathan served as an extern for the Honorable Kermit V. Lipez of the First Circuit Court of Appeals.

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• Served as lead tax counsel to a Mexican casino operator on the proposed acquisition of a major competitor*
• Served as lead tax counsel to a Colombian family office in the structuring of a private equity fund*
• Served as lead tax counsel to Mexican sponsor in the formation of a real estate investment fund*
• Served as lead tax counsel to a Chilean family office in the structuring of its regional investments*
• Served as lead tax counsel to a US-based real estate investment fund on its investments in Latin America*
• Served as lead tax counsel to a US-based hedge fund in structuring lending transactions in Mexico*
• Served as lead tax counsel to a major original auto parts manufacturer, in the reorganization of its North and Central American manufacturing platform*
• Served as lead tax counsel to a Mexican industrial conglomerate in the negotiation of several joint ventures with US based automotive and technology companies*
• Served as lead tax counsel to a joint venture between a US real estate investment fund and a Mexican operator, in the creation of a platform to invest in Mexican real estate projects*
• Served as lead tax counsel to a special purpose acquisition companies (“SPAC”) in its proposed acquisition of a Mexican target
• Served as lead tax counsel to a Mexican gaming company in its proposed merger with a US-based SPAC*
• Served as lead tax counsel to a consumer electronic products manufacturer in the reorganization of its Mexican operations*
• Served as lead counsel for a European-based automotive part manufacturer in the tax reorganization of their Mexican operations*
• Served as lead Mexican counsel to a power generation systems manufacturer, in the implementation of global tax strategies*
• Served as lead Mexican tax advisor on multiple global transactions with an aggregate value of $50 billion*
• Served as lead tax adviser to a US-based investment group in the development of a US$100 million exclusive luxury vacation housing community in Los Cabos, Mexico*
• Served as lead counsel to a US based REIT in the restructuring of its Mexican portfolio to allow tax savings in excess of US $80 million*
• Served as lead tax, legal and operational adviser to a major US-based buyout fund in the migration to Mexico of the manufacturing operations of several holdings*
• Served as lead counsel and tax adviser to several foreign-based family-owned or majority controlled companies regarding the establishment, operation, expansion and divestiture of their Mexican operations in the manufacturing and distribution, real estate, services and retail industries*

Mergers and Acquisitions

• Represented a European gaming company in the acquisition of businesses in Mexico, Peru and Panama*
• Represented a Japanese consumer electronics products company in multiple acquisitions and divestitures in North America*
• Represented a US-based cloud-based software company in the acquisition of an R&D center in Colombia*
• Represented an Israel-based energy technology company on the acquisition of a Mexican target*
• Represented a Mexican automotive company in the acquisition of several businesses in the United States*
• Represented a US-based consumer household products manufacturer in the acquisition of a distribution company in Mexico, in a transaction valued at $50 million*
• Represented a Canadian real estate brokerage company in expansion into Mexico by acquiring a local real estate company*
• Represented a US-based real estate investment fund in the acquisition, reorganization and divestment of its Mexican real property portfolio with a net asset value average of $850 million*
• Represented a US-based developer in the divestment of its Mexican portfolio in a transaction valued at $350 million*
• Served as co-counsel to a major US conglomerate in the acquisition of majority stake in the automotive battery division of one of the largest diversified industrial groups in Mexico*

Real Estate and Development

• Served as lead counsel to a Bogota-based real estate investment fund in the negotiation of development joint-ventures in Peru and Chile*
• Served as co-counsel to a US-based real estate investment fund in the proposed acquisition of a Latin American based REIT*
• Served as lead counsel to a US-based time-share operator on the acquisition of a property portfolio in Mexico
• Served as lead counsel to a US-based real estate investment fund in the divestiture of its interests in multiple development joint-ventures in Mexico*
• Served as co-counsel to the investment group that developed the Rosewood properties in San Miguel Allende, Mexico and Punta Mita, Mexico*
• Served as co-counsel to the investment group developing a 500-room resotrt in Cancún, Mexico*
• Served as co-counsel of the investment group that developed a major resort located in Baja California*
• Served as lead or co-counsel to several US-based real estate investors in the development of housing communities and resorts in Mexico, with a combined investment of US $300 million*
• Represented the real estate division of a major oil company in the purchase and development of a housing joint venture in Mexico*
• Represented a US based investment fund in the management of commercial real estate in Mexico*
• Served as lead or co-counsel to several US-based real estate investors in the development of three industrial parks in Mexico, with a combined investment of US$200 million*
• Served as lead Mexican counsel to an Israel-based defense contractor in a public bid process with the Mexican Department of National Defense*

Financing

• Served as lead Mexican counsel to a US-based private equity fund on the financing of a Mexican telecommunications provider*
• Served as counsel to a multi-national gaming company in the financing of its global operations*
• Served as counsel to a US-based insurance company in the structuring of its Mexican lending platform*
• Served as counsel to a Mexican gaming operator in the negotiation of financing terms for a proposed acquisition valued at $320 million*
• Served as counsel to several US-based real estate investment funds and investment trusts in the financing of real property portfolios in Mexico*

Intellectual Property

• Served as lead Mexican counsel to a US-based software company in the reorganization of their global intellectual property holdings*
• Served as lead Mexican counsel to an Israel-based software company in a licensing transaction with a Mexican casino operator*

Operations

• Represented a US-based worldwide refrigeration company in the establishment of Mexican manufacturing operations for three divisions and the operations of a joint venture with a Mexican-based conglomerate*
• Served as lead Mexican counsel to several Israel-based technology companies on all business aspects of their operations in Mexico*
• Served as co-counsel to three major Fortune 500 US-based automotive suppliers in the establishment of their Mexican operations with a combined investment in excess of US$350 million*

*Matter handled prior to joining McDermott

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• International Bar Association, member
• Dallas Council of Foreign Relations, member
• American Israel Public Affairs Committee (AIPAC)
• Dallas Executive Committee, chair, 2018 to 2010
• National Council, member, 2011 to present
• Dallas Political Committee, chair, 2015 to 2018
• Leadership Institute, alumnus class of 2019
• Wexner Heritage Program, fellow
• Jewish Rock Radio, Board of Trustees, member

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Neil advises clients in regulatory, administrative litigation and transactional issues arising under the Federal Power Act, the Natural Gas Act, the Public Utility Holding Company Act of 2005, the Energy Policy Act of 2005 and the Public Utility Regulatory Policies Act of 1978.

In addition, he assists clients with drafting and negotiating electric power and natural gas supply contracts, electric and natural gas interconnection agreements, transmission service agreements, and capacity release agreements.

Previously, Neil served as trial attorney and attorney-advisor in FERC’s Office of General Counsel.

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• Represents J-POWER USA Development on federal energy regulatory issues and on power plant development matters*
• Represents Longview Power on federal energy regulatory issues*
• Represents LS Power and various LS Power entities on federal energy regulatory and commercial issues and in acquisitions and dispositions of energy assets*
• Represents Tenaska, Inc. and Tenaska’s various generation project entities on regulatory compliance and litigation issues surrounding the development and commercial operation of its power generation facilities and in acquisitions and dispositions of energy assets*
• Represents Tenaska Power Services Co. before FERC on regulatory issues with respect to TPS’s position as an asset manager and a marketer of electric power and transmission capacity*
• Represents SEMCO Energy Gas Company in FERC regulatory and transactional matters impacting SEMCOs local distribution company operations*

*Matter handled prior to joining the firm.

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• Legal 500, Leading Lawyer in “Energy Regulation: Electric Power”, 2020-2025
• Legal 500, Leading Lawyer in “Energy Regulation: Conventional Power”
• The National Law Journal, Energy & Environmental Trailblazer, 2017
• Washington, DC Super Lawyers, Energy & Natural Resources, 2008-present

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On regulatory matters, Bruce provides guidance on issues arising under the Federal Power Act, the Public Utility Regulatory Policies Act of 1978, the Energy Policy Acts of 1992 and 2005, and the Public Utility Holding Company Act of 2005. The guidance includes independent power production, interconnection matters, affiliate utility issues, transmission access and pricing, ancillary services, cost-based rates, regional transmission organizations, organized power markets, market-based rates, reliability must-run service, power supply purchases and sales, retail wheeling and wholesale electric customer disputes.

Bruce also counsels clients on regulatory compliance matters, including the North American Electric Reliability Corporation (NERC) electric reliability standards and requirements. For transactions, he assists clients regarding electric power contracts, utility restructuring, and mergers and acquisitions.

He appears before FERC in complaint proceedings, reactive service proceedings, reliability must-run proceedings, transmission rate proceedings and regional transmission organization proceedings.

As a result of his in-house role with an IPP, Bruce’s experience extends to legal support for project development, as well as to issues related to the operation and management of generation projects.

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• Represented GenOn on transactional issues associated with the sale of the Choctaw Generating Station to Entergy Mississippi*
• Represented Exelon in its reactive service rate proceedings for its portfolio of generating units in PJM*
• Represented merchant transmission entities on FERC regulatory issues from initial approval of the open season process through implementation of open access transmission tariff and interconnection*
• Represented IPPs on NERC electric reliability compliance matters*
• Represented NRG in its reactive service rate proceedings for its portfolio of generating units in MISO*
• Represented NRG in its reactive service rate proceedings for its portfolio of generating units in PJM*
• Represented other IPPs in their respective reactive service rate proceedings for generating units in PJM and/or MISO*
• Represented IPP on implementing stand-alone electric reliability compliance program in connection with corporate restructuring*

*Matter handled prior to joining the firm.

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David handles issues arising under various federal and state laws, including the Federal Power Act, the Public Utility Regulatory Policies Act of 1978, the Natural Gas Act, the Natural Gas Policy Act of 1978, the Public Utility Holding Company Act of 2005 and the Energy Policy Act of 2005.

His portfolio of transactional matters include electric power and natural gas supply contracts, transmission service agreements, interconnection agreements, pipeline leases and capacity release agreements, mergers and acquisitions and bankruptcy restructurings.

David has more than 35 years of experience in the energy industry, including 20 years as a practicing lawyer. Prior to his legal career, David was an energy analyst at an economic consulting firm specializing in FERC issues and an assistant editor of two energy industry trade publications. He also interned in FERC’s Office of the General Counsel.

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• Represented NRG Energy in obtaining FERC approvals for the sales of its renewables business and its South Central generating fleet*
• Represented NRG Energy in obtaining FERC approval for the acquisition of retail power marketers*
• Represented GenOn in obtaining FERC approvals required in connection with bankruptcy reorganization*
• Represented EPSA in supporting PJM filing with FERC of proposed reforms to rules governing its operating reserve market*
• Represented EPSA and others in connection with proposals to expand offer-floor mitigation for subsidized resources participating in New York ISO capacity market*
• Represented GenOn in obtaining FERC approvals for sale of its Choctaw Generating Station to Entergy Mississippi*
• Represented NRG Energy in commenting on proposed changes to California ISO rules relating to Congestion Revenue Rights auctions*
• Represented EPSA in FERC proceedings successfully challenging waivers of affiliate power sales restrictions granted to certain Ohio utilities*
• Represented ReEnergy Holdings in obtaining FERC approval for redemption of interests held by Riverstone subsidiary*
• Represented GenOn subsidiary in obtaining waiver of ISO New England market rules relating to generator filings for additional cost recovery*
• Represented Talen Energy in obtaining FERC approvals for proposed internal corporate reorganization*

*Matter handled prior to joining the firm

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• Public Utilities Fortnightly, Groundbreaking Lawyers of 2010
• Washington, DC Super Lawyers, Energy & Natural Resources

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• Represented Quad-C Management in its investments in Dane Street and US Endo Partners and in the sales of PRISM Vision Group to McKesson Corporation and VMG Health to Northlane Capital Partners
• Represented Amulet Capital in the acquisition of United Vein & Vascular Centers
• Represented Lindsay Goldberg in a variety of transactions, including the sales of Women’s Care Enterprises to BC Partners and PT Solutions to General Atlantic, its investment in Lightwave Dental, and the formation of its Doppler Veterinary Network platform and associated acquisitions of veterinary practices in multiple states
• Represented RC Capital in its investments in AlignedCardio and Captive Radiology
• Represented G Square Capital and 1315 Capital in their investment in 3B Scientific
• Represented Gemspring Capital in its platform acquisition of Security 101 and subsequent add-on acquisitions, and its portfolio company Rapid Displays in a variety of transactions, including the acquisition of Outform
• Represented SIGNA Sports United in its creation of its U.S. tennis platform through investments in Midwest Sports and Tennis Express
• Represented private equity sponsors, including GHO Capital Partners, Madison Dearborn Partners, McNally Capital, Baring Private Equity Asia, Cressey & Company, Berkshire Partners, and TPG Capital, in domestic and international acquisitions, joint ventures, minority investments and divestitures*
• Represented strategic investors, including Groupe Rocher, Newmark Knight Frank and MUFG Investor Services, in strategic acquisitions*

*Matter handled prior to joining McDermott

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Stacey is experienced in executing healthcare transactions, and routinely guides clients through joint ventures, mergers and acquisitions and strategic collaborations. She counsels on governance matters and regulatory issues, including compliance with federal and state fraud and abuse laws.

Prior to joining the firm, Stacey was a healthcare associate at a large US-based law firm. She is a frequent author on a variety of healthcare legal issues, primarily those issues impacting providers in the digital health space. During law school, Stacey served as the executive notes editor for the Journal of Legislation.

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