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DanielleKatz

Associate

"Providing personalized attention to each client allows me to help them reach their goals in an efficient manner. "

Overview

Biography

Danielle primarily concentrates her practice on corporate transactions as well as trusts and estates work. She leverages her experience from the Syracuse University College of Law tax clinic and her work in the financial services sector to advise clients on both the legal and financial aspects of transactions.

A Toronto native, Danielle greatly appreciates the unique aspects of different corporate arrangements and cultures involved in each company. She enjoys researching and writing about financial issues that affect corporations as well as how regulations affect corporate decision making.

Bar Associations

  • American Bar Association
  • New York State Bar Association

Selected Memberships & Affiliations

  • Barclay Damon Women's Forum
Experience

Representative Experience

  • Represented a major Central New York landmark in regard to its permanent financing.
  • Represented a company in its financing and acquisition of a major pasta company.
  • Represented a Canadian telecommunications engineering and construction firm regarding its formation of a US investment and holding vehicle.
  • Represented a solar project developer in obtaining a credit facility from the New York Green Bank for developing a solar energy project.
  • Represented a buyer in their $1.4 million acquisition of a company developing medical sterilization devices.

Prior Experience

  • Vontobel Securities Ltd. and Vontobel Swiss Wealth Advisors AG, Summer Legal Intern
  • Syracuse Low-Income Tax Clinic, Student Attorney
  • MSCI Inc., Summer Legal Intern

Selected Honors

  • New York State Bar Association Business Law Section Annual Law Student Writing Competition, Third Place, 2018

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