Developed the documentation and program for the state of North Carolina to issue limited obligation bonds for the first time, which has enabled the state to more efficiently issue non-general obligation debt, and served as bond counsel for the first two such transactions.

Served as bond counsel for Cleveland County in a $40 million, four-series combination of publicly sold and bank purchased taxable Recovery Zone Economic Development Bonds and Qualified School Construction Bonds for school and community college facilities, which were structured and executed to qualify for federal interest subsidy payments to the county made possible by the American Recovery and Reinvestment Act of 2009, substantially lowering the county's interest cost.

Served as bond counsel for the first Build America Bond financing in North Carolina (a $58 million Gaston County general obligation bond issue).

Served as bond counsel for Mecklenburg County in restructuring almost $500 million of liquidity-enhanced variable rate debt into a combination of unenhanced variable rate bonds (the first governmental Window VRDB deal in the country), fixed rate general obligation bonds and fixed rate limited obligation bonds.

Developed the documentation and program under which Durham County issued a variable rate general obligation bond anticipation note that functions as a draw-down loan of up to $80 million, a first of its kind in North Carolina that has enabled the county to borrow only as needed to pay project costs as they are incurred.

Served as bond counsel, underwriter's counsel or authority counsel for every Atrium Health (formerly Carolinas HealthCare System) bond issue, beginning with their first issue in 1983.

Served as bond counsel for Atrium Health's eight series of bonds, totaling approximately $564 million, including a mixture of fixed rate bonds, variable rate demand bonds with self-liquidity, variable rate demand bonds with bank liquidity, long-term rate put bonds and floating rate notes.

As bond counsel for Atrium Health, restructured 15 series, totaling more than $1 billion, of insured auction rate and variable rate demand bonds, being one of the first counsel in the country to restructure bonds by surrendering bond insurance in lieu of refunding, saving our clients time and money.

As underwriter’s counsel in Atrium Health bond issues, prepared official statements for approximately $300 million of fixed rate, variable rate and auction rate bonds using the SEC’s “Plain English” principles for public corporate securities offerings, a national first for tax-exempt health care financings.

Served as bond counsel for approximately $1.5 billion in tax-exempt financings for Duke University Health System since 2001, including the conversion or refunding of eight series of variable rate bonds totaling more than $500 million to bank direct purchase modes with four banks and restructuring variable rate debt by wrapping SunTrust liquidity facilities with FHLB confirming liquidity facilities in one of the first confirming liquidity facility transactions in the country.

Served as bond counsel for three series of fixed rate bonds, adjustable rate bonds and ARRA bank-qualified intermediate-term bonds to finance an expansion of a retirement community in what was the first senior living financing in the country to include both publicly offered unrated fixed rate bonds and ARRA bank-bought bonds.

Served as bond counsel for approximately $5.7 billion in bond issues for Duke University since 2001.

Serves as bond counsel for Davidson College and the University of North Carolina at Charlotte.

Served as bond counsel for approximately $800 million in exempt facility bonds for Duke Energy Corporation since 1999.

Served as bond counsel for $475 million in environment-friendly financings for Duke Energy’s coal-fired electric plant “scrubbers” and a facility for National Gypsum Company that uses a waste by-product of that scrubbing to produce synthetic gypsum for wallboard.

Worked with Citigroup to develop the Window VRDB product.

Served as counsel for the Securities Industry and Financial Markets Association’s Model Short-Term Products Working Group in developing model documents for the Window VRDB product.