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Overview

Bob has a domestic and international business transactions practice focusing on alternative and private equity investments, public securities investments, structured investments and financing and joint ventures.

Bob's primary concentration is on representing and advising the firm’s institutional clients in domestic and international private investments and transactions on an individual and commingled basis, including partnerships and limited liability companies, investment management agreements, transition management agreements, futures agreements, securities lending agreements, custodial agreements and open-and-close-ended commingled fund investments (including private equity, hedge/opportunistic, venture capital, special situation, real estate, infrastructure and more) as well as secondary transactions, co-investments, direct company investments and other private and public securities matters. Bob also provides educational presentations to public pension funds (both clients and non-clients) and their boards regarding fiduciary, policy and other alternative investment matters.

Additionally, he counsels organizations of various types and sizes, from start-ups to Fortune 500 companies to non-profit and tax-exempt entities with respect to general corporate, business and other legal matters on an on-going basis, with respect to their organization, capitalization, regulatory compliance, contract negotiation, licensing, marketing, liability, investments, and mergers and acquisitions.

Professional Activities

  • American Bar Association
  • International Bar Association
  • Latina/o Bar Association of Washington
  • Washington State Bar Association

Community Activities

  • King County Coalition Against Domestic Violence, Director, 2001-2004
  • Museum of Pop Culture, Associate Board Member, 2004-Present
  • Virginia Mason Board of Governors, Member, 2005-Present

Experience

Experience

Representative Work: List of Individual Client Accounts and Agreements with Investment Banks

Bank of America Merrill Lynch

Bank of New York Mellon

Barclays Capital

Citibank

Credit Suisse

Deutsche Bank

Goldman Sachs

HSBC

JP Morgan Chase

Morgan Stanley

Northern Trust

State Street

The Royal Bank of Scotland Group

UBS

Representative Work: Investment Transactions

ACON-Bastion Partners II, LP

Aisling Capital II, LP

Ajax Investments, LLC

Alinda Infrastructure Fund II, LP

AllianceBernstein Secondary Offering

Alterna Capital Properties LLC

AMB Europe Fund I

AMB Institutional Alliance REIT III, Inc.

Apollo Investment Fund VI, LP

Apollo Investment Fund VII, LP

Ares Corporate Opportunities Fund II, LP

Ares Distressed Securities Fund, LP

Ares Special Situations Fund III, LP

Austin Capital Safe Harbor QP Fund, Ltd.

Beach Point SCF I LP

Beacon Capital Strategic Partners IV, LP

Benchmark Institutional Partners, LLC

Black Diamond Capital Management Opportunity Fund III, L.P.

BlackRock Co-Investment Fund Blackstone Capital Partners V, LP

Bridgepoint Europe III, LP

Bridgepoint Europe IV, LP

Bridgewater Associates, Inc.

Brookfield Investment Management Agreement California Smart Growth Fund IV, LP

Canyon-Johnson Urban Fund II, LP

CCRC Workforce Housing Fund, LLC

Citi Capital Advisors EMSO Fund

Citi Infrastructure Partners, LP

Citigroup Transition Management Agreement

Clayton, Dubilier & Conway Fund VIII, LP

Clearstone Venture Partners III, LP

ComVest Investment Partners III, LP

Conservation Forestry Capital II, LP

CVC Capital Partners Asia Pacific II, LP

CVC European Equity Partners IV, LP

Ecosystem Investment Partners II, LP

Edgewater Growth Capital Partners III, LP

Edison Venture Fund VII, LP

EIG Energy Fund XV, L.P.

Enhanced Equity Fund, LP

Falconhead Capital Partners II, LP

Fletcher Spaght Venture II, LP

Genstar Capital Partners IV, LP

GF Capital Private Equity Fund, LP

Goldentree Asset Management LP

Management Agreement Goode Partners Consumer Fund I, LP

Gores Capital Partners, LP

Gottex Market Neutral Plus Funds SPC/Gottex Value Added Fund Limited

Greenfield Acquisition Partners V, LP

Greenfield Mitigation NM, LP

Guggenheim Structured Real Estate III, LP

Hamilton Lane Co-Investment Fund, LP

Hamilton Lane Secondary Fund, LP

Hancock Agricultural Investment Management Agreement

HFV Multi-Strategy Limited

Highway 12 Venture Fund II, LP

Industrial Opportunity Partners, LP

Industry Ventures Fund VI LP

ITU Ventures III, LP

JFL Equity Investors III, LP

J. H. Whitney VI, LP

JP Morgan (Foreign Securities Trading Account Contracts, Futures Trading Account Contracts, Custodian Agreement, etc.)

KH Growth Equity Fund, LP

Kohlberg Investors V, LP

KSL Capital Partners III, L.P.

Landmark Equity Partners XI, LP

Lee Equity Partners Fund, LP

Leeds Equity Partners V, LP

Lehman Brothers Merchant Banking Partners III, LP

Levine Leichtman Capital Partners Dee Value Fund, LP

Levine Leichtman Capital Partners IV, LP

Lexington Associates VII, LP

Lightyear Fund III, LP

Lion Capital Fund, II, LP

Lionstone Cashflow Real Estate I Lone Star Fund V, LP

Lone Star Fund VII (U.S.), L.P.

Lone Star Real Estate Fund II (U.S.), LP

Lord, Abbett Investment Management Agreement

LSRC II S.ar.l. (Drug Royalty II)

Metalmark Capital Partners, LP

Montauk TriGuard Fund III, LP

NEPC Advisory Agreement Newbridge Asia IV, LP

Newstone Capital Partners, LP

NGP Energy Technology Partners II, LP

ORG NM Secondary Opportunity Fund, LP

ORG Portfolio Management Advisory Agreement Perseus Partners VII, L.P.

Pharos Capital Partners II, LP

Pictet Asset Management Contract

PIMCO Distressed Senior Credit Opportunities Fund II, LP

PIMCO Distressed Senior Credit Opportunities Fund, LP

Pinnacle Associates Ltd. Investment Management Agreement

Platinum Equity Capital Partners II, LP

Prima Mortgage Investment Trust, LLC

Providence Equity Partners V, LP

Prudential PRISA Psilos Group Partners III, LP

Quadrangle Capital Partners II, LP

Real Asset Portfolio Management Advisory Agreement

RREEF America REIT II, Inc.

RREEF America REIT III, Inc.

Rockpoint Real Estate Fund IV, L.P.

Rockpoint Real Estate Fund IV, L.P.

Sector Performance Fund, LP

Senior Housing Partnership Fund IV, L.P.

Sevin Rosen Fund X LP

Silver Lake Partners II, LP

Special Value Opportunities Fund, LLC

State Street Transition Management Agreement

Strategic Value European Opportunities Fund

TAG Relative Value Offshore Fund, Ltd. TCV VI, LP

Tenex Capital Partners, L.P.

The Topiary Trust TPG Partners V LP

UBS Real Estate Separate Account Urban America II, LP

Urban Strategy America Fund, LP

Vanderbilt Financial Trust

VSS Structured Capital II LP

Wachovia Securities Lending Contract

Waterfall Asset Management

WLR Recovery Fund III, LP

Admissions

  • Washington, 1999
  • Alaska, 2017
  • Arizona, 2017
  • New Mexico, 2018
  • New York, 2017
  • Texas, 2017

Education

  • J.D., University of Washington School of Law, 1999
    • University of Washington School of Law, Graduate and Professional School Senator, 1998-1999
    • Washington State Bar Association, Student Liaison, September 1999
  • B.S., Arizona State University (cum laude), Engineering, 1996
    • National Engineering Honor Society, President, 1996
    • National Civil Engineering Honor Society, Vice-President and Editor, 1996
    • Academic Scholarship Recipient, 1994-1996

Honors & Recognition

Rising Star, Washington Super Lawyers list, 2004-2005

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