Jim focuses his practice on commodity marketing and trading activities in wholesale and retail energy markets. His experience includes advising on structured commodity arrangements and credit structures used to mitigate risks inherent in trading contracts and the use of financial derivatives to mitigate credit and commercial risks. His experience in the energy space includes negotiating various structured wholesale and retail power and gas transactions, and liquids-related transactions including transportation agreements, exchange agreements, and storage agreements. He frequently analyzes and reviews standardized master agreements commonly used in the energy industry, including the ISDA, EEI, and NAESB and their various annexes.
Jim also advises clients on supporting documents, including credit agreements, security agreements, loan agreements, pledge agreements, and intercreditor agreements. His secured transactions experience includes a variety of customized first-lien and second-lien secured commodity hedge transactions. Jim has experience structuring and negotiating standardized and bespoke, multi-tranche environmental products transactions under various cap-and-trade programs, including primary and secondary market deals involving spot, forward, and option transactions for carbon products.
In addition, Jim’s experience includes counseling energy and manufacturing clients in mergers and acquisitions, joint ventures, recapitalizations, investments in private companies, corporate governance, and general corporate matters.
