• Represented senior management of PG&E Corporation and Pacific Gas & Electric Company in successfully resolved derivative litigation stemming from 2010 San Bruno pipeline rupture
• Representing defendant in multiple securities litigation matters stemming from cryptocurrency and NFTs
• Represented bankruptcy estate in complex multi-year securities litigation stemming from subprime collapse
• Represented officers of publicly-traded bank and bank holding company in federal securities litigation stemming from bank failure

Complex Commercial Litigation

• Represented company in litigation and subsequent arbitration $262 million successor liability, de facto, merger and fraudulent transfer case. Prevailed in the entirety in both litigation and arbitration
• Representing online peer-to-peer rental company in litigation seeking injunctive and declaratory relief as to rentals in California Coastal Zone. Prevailed on motion to dismiss and appeal
• Represented private equity firm in multiple matters in which plaintiff asserted claims for fraud, debt recharacterization, and statutory and equitable subordination, in which our client prevailed in the entirety after a multi-week bankruptcy court trial
• Representation of numerous persons and entities in post-merger claims for alleged breaches of merger representations and warranties

Other Litigation

• Represented company and founders in federal trademark infringement case.  Prevailed on all claims on summary judgment
• Represented foreign pharmaceutical company in complex multi-jurisdictional patent ownership dispute in which we secured summary judgment in our client’s favor on all claims
• Represented multiple clients in highly contentious action for the unlawful misappropriation or use of trade secrets. Prevailed on all claims on summary judgment
• Represented biotech company in complex antitrust case involving claims for the alleged unlawful bundling of products, monopolization, and attempted monopolization
• Represented drug development company in complex patent infringement action raising novel issues regarding scope of Hatch-Waxman safe harbor

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• Represented H.I.G. Capital in the acquisition, subsequent recapitalization and ultimate sale of Velocity Solutions, a software provider to banks and credit unions
• Represented The Sterling Group and its portfolio company, Construction Supply Group, in the acquisition and integration of sixteen construction supply and distribution businesses, as well as in connection with the business combination of Construction Supply Group with White Cap, and subsequently in a secondary transaction related to The Sterling Group’s interest in White Cap
• Represented Avesi Partners in its acquisition of Muir Wood, a California-based provider of provider of mental health and substance abuse treatment for teens
• Represented The Sterling Group in the acquisition and integration of multiple drayage, transloading and domestic freight services companies, including Gulf Winds International and Canal Cartage
• Represented Avesi Partners in its acquisition of Point Quest, a provider of adolescent behavioral health and special education services, as well as in connection with numerous add-on acquisitions
• Represented The Sterling Group in its formation of Fencing Supply Group, an industry-leading fencing distribution platform, including in connection with the acquisitions of Merchants Metals, Binford Supply and numerous other fencing supply and distribution businesses
• Represented Avesi Partners in its acquisition of Danforth Advisors, a provider of strategic and operational finance and accounting consulting services to early and mid-stage life sciences companies, as well as in connection with numerous add-on acquisitions
• Represented H.I.G. Capital in the acquisition, integration and subsequent sale of numerous business advisory firms, including Riveron and Conway Mackenzie
• Represented Revelstoke Capital Partners in its acquisition of Monte Nido, a leading national eating disorder treatment provider
• Represented Rainier Capital Partners in its acquisition of Pet Food Express, a California based specialty pet food retailer
• Represented Sterling Partners in the business combination of its portfolio company, Platinum Dermatology, with West Derm
• Represented Gemspring Capital in the acquisition and integration of multiple non-standard auto insurance brokerage and franchisor businesses, including Fiesta Auto Insurance and La Familia Auto Insurance
• Represented H.I.G. Capital in the acquisition and integration of numerous large-format digital graphics and printing businesses, including Circle Graphics, Bay Photo, Graphik Design and Jondo
• Represented Great Point Partners and its portfolio company, Spine & Sport, in the acquisition and integration of numerous physical therapy practices
• Represented Great Point Partners and its portfolio company, SteriPack, in the acquisition and integration of numerous contract manufacturing and packaging businesses serving the pharmaceutical industry
• Represented WindRose Health Investors in the sale of Medical Knowledge Group
• Represented NexPhase Capital in its acquisition of Synergy HomeCare
• Represented Prospect Hill Growth Partners and its portfolio company, Siromed, in the acquisition of Anesthesia Associates of Ann Arbor and Midwest Anesthesia Consultants
• Represented Madison Dearborn Partners in take‐private acquisition of National Financial Partners*
• Represented The Blackstone Group in take‐private acquisition of Emdeon*
• Represented Revelstoke Capital Partners in its acquisition of a regional manager of urgent care clinics*
• Represented Audax Group in the acquisition and integration of mammography and imaging businesses*
• Represented BV Investment Partners in the acquisition and integration of application management businesses*
• Represented Altamont Capital Partners in the acquisition, integration and sale of specialty pharmacy businesses*
• Represented Gauge Capital in the acquisition of an OFCCP regulatory compliance and recruitment solutions business*
• Represented Gauge Capital in the acquisition of an alternative teacher accreditation programs business*
• Represented Bain Capital and Bain Capital Ventures in the acquisition of a consumer electronics warranty provider*
• Represented Quadrant Capital in a convertible debt investment in an alternative luxury accommodation company*
• Represented Quadrant Capital in a convertible debt investment in shipping logistics and security business*

*Matter handled prior to McDermott.

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In the last four years, Charlie has tried four patent infringement cases, including two district court jury trials and two ITC Section 337 investigations. He has also argued before the PTAB in an inter partes review proceeding.

Because litigation is just one of many tools for achieving business objectives, Charlie also counsels clients on licensing and litigation avoidance. Collectively, he has advised clients on worldwide IP licensing and settlement deals valued in excess of sixty million dollars.

Charlie is a registered patent attorney with a bachelor’s degree in electrical engineering and experience helping client apply for and obtain patents in the United States and abroad. Charlie is experienced in a variety of technical areas, including wireless communications, solid-state electronics, encryption systems, vehicular transmission systems, digital imaging systems, electronic measurement devices, lithium batteries, software applications and online business-to-business exchange systems.

Recognizing the importance of local pro bono efforts, Charlie is an active supporter of the Cabrini Green Legal Aid (CGLA) clinic in Chicago. Charlie serves on CGLA’s Advisory Board and contributes his time to serve CGLA clients.

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• InterDigital v. US International Trade Commission (Fed. Cir. 2015); represented a named respondent from the underlying ITC investigation, resulting in a decision affirming the ITC’s finding that no valid patent claim was infringed
• Certain Wireless Devices with 3G and/or 4G Capabilities and Components Thereof (ITC Inv. No. 337-TA-868, 2014); represented a manufacturer of wireless devices named as a respondent in this investigation, resulting in a finding of non-infringement
• McDavid v. NIKE (N.D. Ill. 2014); represented NIKE and an individual challenging inventorship in this patent infringement litigation involving athletic wear; the case was resolved on the eve of a trial on the inventorship claim
• Certain Wireless Devices with 3G and/or 4G Capabilities and Components Thereof (ITC Inv. No. 337-TA-800, 2013); represented a manufacturer of wireless devices named as a respondent in this investigation, resulting in a finding of non-infringement
• AOL, Inc. v. Yahoo! Inc. (S.D.N.Y. 2009); represented Yahoo! as a declaratory judgment defendant and asserted patent infringement claims on behalf of Yahoo! against AOL; the dispute was resolved on favorable terms
• Lithium Battery Patent Enforcement (W.D. Wis. 2008); represented Energizer Holdings, Inc., and Eveready Battery Co. in this case involving two patents for advanced primary battery technology; the court granted a preliminary injunction to halt sales of the infringing batteries
• Eaton Corporation v. ZF Friedrichshafen A.G. and ArvinMeritor, Inc. (E.D. Mich. 2008); represented defendants ZF Friedrichshafen A.G. and ArvinMeritor, Inc., in this patent infringement action involving automated heavy-duty truck transmission technology; after a two-week trial, the jury returned a unanimous defense verdict on all issues
• Certain Automated Mechanical Transmission Systems for Medium-Duty and Heavy-Duty Trucks and Components Thereof (ITC Inv. No. 503, 2005); represented respondents ZF Friedrichshafen A.G. and ArvinMeritor, Inc., in this Section 337 patent infringement investigation at the International Trade Commission; in the violation phase of the investigation, the ITC granted respondents’ motion for summary determination with respect to one of the six asserted patents; the ITC also terminated the investigation, at the patent owner’s request, with respect to two other patents and several claims of the remaining three patents; after a ten-day hearing on the merits, the administrative law judge ruled in favor of the respondents on all but one claim of one patent; the respondents designed around the one remaining claim, and Charles helped them work with Customs and Border Protection to ensure continuous importation of the redesigned product; when the patent owner brought an enforcement action, Charles helped ZF and ArvinMeritor become the first respondents ever to defend successfully against such a proceeding at the ITC; as a result of this victory, ZF and ArvinMeritor were able to continue the importation and sale of the redesigned product without interruption

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• IAM Patent 1000 – The World’s Leading Patent Practitioners 2017 to 2023
• Illinois Super Lawyer 2008 to 2020
• Law Bulletin Publishing Company
• Leading Lawyers Network

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• Intellectual Property Law Association of Chicago
• Cabrini Green Legal Aid (CGLA), advisory board

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Patrick has been ranked Band 1 by Chambers High Net Worth in its national Family Offices & Funds Restructuring category since the category’s inception. Clients praise Patrick for being “a lucid communicator, even of incredibly complex tax and legal concepts,” and note that he “never brings up an issue without thinking about multiple potential solutions.”

While in law school, Patrick served as an extern for the Honorable Ronald A. Guzman, US District Court for the Northern District of Illinois. He also was a member of the Loyola University Chicago Law Journal.

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• Acted as relationship partner for multi-family office and RIA in connection with the formation/acquisition of a retail trust company to compliment client’s existing investment advisory, tax and administrative business lines
• Represented a family group in connection with post-M&A liquidity planning and investment fund formation
• Represented multiple large single-family offices in connection with extrication of family office employees and functionality from family-owned operating companies and/or investment fund managers/GPs
• Represented US-based single-family offices and families in connection with the structuring of a family office and/or investment funds in the US Virgin Islands and Puerto Rico
• Represented a 100-year old, multi-generational family office in connection with the spin-out of the family office function and restructuring of liquid and alternative investment funds
• Represented a multi-generational single-family office in connection with the family’s inaugural investment fund for liquid co-investments
• Represented a high net worth individual in connection with the division of a family office and bifurcation of investments and investment vehicles between family lines
• Teamed with estate planners, corporate attorneys and tax attorneys in the structuring of a family settlement of a $1 billion real estate and investment empire
• Represented dozens of other single-family offices in connection with the formation and/or restructuring of single family offices and private trust companies, the creation of family investment funds and the establishment of incentive equity programs for key employees

Mergers and Acquisitions

• Represented Tribune Company in connection with two leveraged partnership transactions relating to the disposition of (i) a 95 percent ownership interest in the Chicago Cubs, Wrigley Field and associated assets to the Ricketts family and (ii) a 97 percent ownership interest in the Newsday Media Group
• Acted as lead tax partner in advising Dogfish Head Brewery in its merger with Boston Beer (Sam Adams). M&A Advisor named this transaction the Consumer Staples Deal of the Year for 2019
• Represented a Forbes 400 client and founder in connection with the sale of multi-billion dollar technology company to a public company
• Acted as lead transaction counsel to a Texas hotel developer and operator in a $115 million leveraged recapitalization and a complex tenant-in-common (TIC) rollup transaction
• Represents dozens of private equity funds in buy-side and sell-side M&A and recapitalization transactions
• Represented a family in connection with tax structuring of $1.5 billion+ sale of a foodservice business
• Represented a family-owned engineering company in connection with (i) $100 million sale of the company and (ii) the post-closing formation of a single-family office and multi-asset investment funds
• Represented a single-family office in connection with acquisition of majority stake in a homebuilding and real estate development company
• Represented a family-owned hospitality business in connection with sale of US and Canadian business lines

Direct Investments

• Represented multiple Forbes 400 families in connection with tax planning with respect to ownership in major league sports franchises
• Represented the family office of hedge fund founder in connection with an anchor investment in a cryptocurrency start-up
• Represented a private trust company and family office in establishment of a venture fund and incubator in the alternative food and health technology sector
• Represented numerous family office in connection with direct investments in both operating and investment real estate and related income tax planning
• Acted as lead tax partner in advising a family office in connection with a $25 million growth equity investment in a fertility practice management company
• Represented a hedge fund principal in connection with the formation of a music recording and publishing business
• Represented high net worth individual in formation of healthcare and real estate direct investments
  

Tax Controversy

• Advised a single-family office in connection with Tax Court litigation regarding a management company and fund structure
• Represented a family office with respect to an international tax audit relating to a $1 billion sale of the family’s operating company

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• World Tax, International Tax Review 2017

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Clients turn to Marjorie for counsel on traditional labor matters, including collective bargaining, unfair labor practice charges, and union election proceedings. She regularly conducts trainings on compliance with the National Labor Relations Act (NLRA) for in-house counsel and human resources teams.

Marjorie also defends employers in state and federal class actions alleging discrimination, harassment, retaliation, wrongful termination, wage and hour violations, Fair Credit Reporting Act (FCRA) violations, and Private Attorney General Act (PAGA) actions. Her impressive track record includes obtaining dismissal of several multimillion-dollar lawsuits filed against employers in multiple industries.

As the co-lead of the Employment Group’s technology and artificial intelligence (AI) practice, Marjorie is at the forefront of issues arising at the intersection of employment law and AI, helping clients mitigate legal risks associated with the use of generative AI technologies in the workplace. She counsels employers on the legal implications of using AI tools in workforce decisions, including hiring, payroll, timekeeping, and reductions in force.

Fluent in English and Spanish, Marjorie is acutely familiar with advising clients on Spanish-language workplace policies and interfacing with witnesses and parties in both languages throughout all stages of litigation.

Marjorie frequently presents on labor and employment labor law issues at US conferences, with a focus on the evolving intersection of technology, AI, and workplace law.

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• Obtained the dismissal of NLRB unfair labor practice charges challenging return to office plans on behalf of a media company
• Successfully appealed and reversed an order denying request for arbitration at the Second District Court of Appeal of the California Courts of Appeal on behalf of a food services client
• Defeated class certification of a FCRA class action on behalf of a national client
• Secured federal and state dismissals of multimillion-dollar FCRA class actions on behalf of an international client
• Obtained the dismissal of a national class action alleging bias claims in connection with wage and hour policies on behalf of a large American multi-brand restaurant operator

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• Mexican American Bar Foundation, Board of Trustees
• Neighbors Acting Together Helping All, board member
• California Minority Counsel Program, member, former ambassador
• Hispanic National Bar Association, member
• Mexican American Bar Association, member
• National Employment Lawyers Association, member
• Latina Lawyers Bar Association, member

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