Quarles & Brady

provides sophisticated legal services to clients across the

world. We don’t just counsel, but invest in the success of

each, leading them toward the achievement of their business goals.

For more than 120 years, Quarles & Brady LLP has provided quality legal services to a wide range of industries on a national stage. We’ve strived to learn our clients’ businesses—to see the horizons through their eyes. We don’t just counsel, but invest in the success of each client, partnering with them to achieve their business goals. This dedication and investment is what sets Quarles & Brady apart: we provide a true partnership, in every sense of the word.

Quarles & Brady is a multidisciplinary AmLaw 200 legal services provider with more than 475 attorneys practicing at the top of the profession in Chicago, Indianapolis, Madison, Milwaukee, Naples, Phoenix, Scottsdale, Tampa, Tucson, and Washington, D.C. Our national presence allows us to draw upon a group of highly skilled attorneys from all across the country to ensure the right people are working on our clients’ matters. We have extensive experience working with the full industrial gamut, from cutting-edge technology to traditional manufacturing, and we have developed an extensive network of relationships with international legal counsel around the world, allowing us to effectively handle important matters for our clients on a global scale.

Our clients include major national and multinational corporations, technology companies, educational and research institutions, municipalities and government agencies, charitable organizations, industry executives, and high-net-worth individuals. They are industry leaders in technology, energy, financial services, health care, insurance, pharmaceuticals, real estate, and manufacturing, to name just a few.

A relationship is an investment, and Quarles & Brady understands the enduring rewards of a solid collaboration. We as a firm strive to see goals and benchmarks through your eyes—and then use our experience and insight to best position you to exceed them. Your challenges are our challenges; your triumphs are our triumphs. With Quarles & Brady, you’re not just a client—you’re a partner.

Our Firm

Quarles & Brady has substantial and long-standing experience in representing financial institutions and their holding companies. Our history of representation includes clients of all types and sizes, from Fortune 500 banking institutions to community banks, trust companies and other corporate fiduciaries, bank asset managers, data processors, and other service providers. Our attorneys include some of the most experienced lawyers practicing in the field today. We o�er clients a full spectrum of banking legal services, and we perform these services through a cohesive team of attorneys who work collaboratively to serve your interests at the highest and most efficient levels.

Quarles & Brady’s Financial Institutions Practice Group features experienced lawyers who know the banking industry not only as outside counsel on major regulatory matters, transactions, and litigation, but also as former general and corporate counsels of banks large and small, as former bank regulators, and as former members of banks’ senior management and boards of directors. Members of the team are generally recognized as among the most knowledgeable in their field and have been quoted regarding the banking industry in CNN Money, American Banker, Chicago Tribune, Crain’s Chicago Business, Arizona Republic, Indianapolis Business Journal, Milwaukee Journal Sentinel, and Tampa Tribune, to name just a few. Our attorneys have spoken and presented widely to financial services industry groups and conferences, and are regarded as preeminent in the most widely respected rating services.

Banking & Financial Institutions

Close relationships between the business law team and other specialties at the firm help clients avoid redundancies, inefficiencies, and conflicts.

Quarles & Brady’s Business Law Practice Group is dedicated to serving the full range of clients’ business and commercial needs on a national scale. Our team has built a reputation for excellence in the quality of our counsel and services to clients from nearly every industry and representing nearly every form of legal structure.

Our Business Law Practice Group is organized to meet clients’ needs in the most e�icient manner possible; although we are often called upon to develop creative solutions to unique challenges, we �nd that many of our clients’ transactions and legal needs fall into recurring categories. With that in mind, Quarles & Brady business law attorneys practice in a number of core specialties, including Antitrust and Trade Regulation; Commercial Contracts; Commercial Financial Services; Corporate Finance/Securities; Corporate Governance and Compliance; Emerging Growth Companies; Family Businesses; Franchising; Government Contracting Support; International Business; Investment Management; Investor Services; Mergers & Acquisitions; Private Equity/Venture Capital; and Privately Held Businesses.

Not surprisingly, our clients’ concerns often extend beyond these specialties. As a full-service, national �rm, Quarles & Brady is able to provide coordinated legal counsel and services pertaining to virtually any matters that may affect, or result from, a business need or initiative. Close relationships between the business law team and other specialties at the firm help clients avoid redundancies, ine�ciencies, and con�icts.

Our clients operate in a fast-moving, cutting-edge business world; they need experienced, knowledgeable counsel to help them satisfy rapidly changing demands, competitive forces, and regulatory challenges. Clients deserve an attorney/client relationship based on trust, proven responsiveness, e�ciency, and transparent communication. Quarles & Brady is committed to building such relationships.

Business LAW

The Quarles & Brady Data Privacy & Security Team is composed of a multidisciplinary collection of lawyers knowledgeable in the full range of privacy and security issues, as well as the technology driving those issues. In a world increasingly driven by electronic communication and e-commerce, data privacy and security are vital to safeguarding business relationships with customers, employees, and vendors. Our Data Privacy & Security Team counsels clients regarding privacy and security laws and policies that govern the storage, use, and transfer of all types of employee and consumer data. We help clients develop best practices to prevent data security breaches and assist with remediation after a breach occurs.

As advances in technology rapidly expand opportunities for the collection, storage, and sharing of electronic data, businesses are facing complicated, extensive, and quickly changing patchworks of laws and regulations governing the use, disclosure, and security of data. Our team members regularly counsel clients regarding privacy and security laws and policies that govern the use and transfer of employee and consumer data in the United States, Canada, the European Union, and elsewhere. We also advise clients regarding trade secrets issues relating to safeguarding proprietary information and responding to misappropriation or theft of trade secrets.

The Quarles & Brady Data Privacy & Security Team helps businesses understand how to protect themselves and what steps to take. We help our clients successfully develop, implement, and maintain comprehensive privacy and security compliance programs, with the goal of helping our clients avoid the costs associated with government and private actions arising out of data breaches, in addition to avoiding other allegations related to misuse of personally identifiable and protected health information.

Data Privacy & Security

The attorneys of Quarles & Brady have decades of experience representing commercial and industrial large energy users, as well as regulated public utilities; governmental entities; alternative energy suppliers; alternative, “green,” and renewable energy producers and developers; energy cooperatives; trade groups; lenders; building and facility owners; and other energy market participants in all aspects of energy law and regulation on a local, state, national, and international level. The firm’s attorneys help forward-thinking participants in the energy markets address traditional and cutting-edge energy issues.

Energy

The firm also advises clients on an extensive range of environmental issues, including complex regulatory, litigation, government relations, and transactional matters. We have been leaders in the field of environmental law for decades, using our deep, seasoned, and respected experience with administrative policies and agencies to help clients address and resolve their environmental and business challenges. By understanding your business and objectives, o�ering practical solutions, and quickly responding to emerging concerns, we o�er exceptional perspective and the ability to help you navigate the shifting sands of environmental legislation and policy.

Environmental

Many of our clients have been with us for decades as a result of our open, frank communication style and our commitment to quality.

The Estate, Trust & Wealth Preservation Practice Group has been an integral part of Quarles & Brady since the �rm’s inception. Now, as then, we work with a broad spectrum of clients on wealth transfer and preservation issues, including business owners seeking to implement succession planning; individuals with newly acquired wealth who wish their estate plans to transmit their values, as well as their assets, to future generations; and families with signi�cant inherited wealth that wish to honor and preserve their inheritance through careful stewardship. We are best able to provide value to clients whose �nancial circumstances make transfer taxes a consideration that permits them to take full advantage of our experience. We also welcome the opportunity to work with individuals who are actively engaged in the creation of new wealth and who wish to plan thoughtfully for their future.

Unique among many larger firms, the Quarles & Brady Estate, Trust & Wealth Preservation Practice Group is a dedicated team of attorneys whose primary focus is the provision of trust and estate planning services to our clients. Many of our clients have come to us as a direct result of our reputation for high-quality serviceand excellent legal counsel, while others come from businesses and organizations also represented by the firm.

Understanding that client needs evolve with time and changing circumstances, we strive to develop e�ective, long-term relationships. Many of our clients have been with us for decades as a result of our open, frank communication style and our commitment to quality. This long-range view of our clients’ histories and goals enables us to provide counsel tailored to their unique needs.

Estate, Trust & Wealth Preservation

Quarles & Brady’s Franchise & Distribution Team engages in domestic and international franchising and distribution for a wide variety of clients of every size. The industry veterans leading this team have received national recognition, and our team includes two past chairs of the ABA Forum on Franchising, editors of the Franchise Law Journal, and members of various committees of the International Franchise Association and ABA. Our attorneys have received designations from Best Lawyers, Super Lawyers, Chambers, and The International Who’s Who of Franchise Lawyers.

When needed, our litigators are experienced at successfully resolving franchise disputes, the results of which the franchisor must often disclose in its FDD, and because of disclosure and common interest of many franchisees, carry the potential disruption of class actions challenging the franchisors’ systems.

Our clients succeed because we proactively seek to understand and help achieve their businesses goals. We pride ourselves on having developed the experience and cost structure to do this work cost-e�ectively for our clients.

Franchise LAW

Our health and life sciences team has the breadth and depth to provide “one-stop shopping” to the entire gamut of legal issues that any of these businesses may face.

Quarles & Brady is a cutting-edge leader in the ever-changing, highly regulated health care industry. Quarles & Brady provides innovative legal services to health care providers, life sciences businesses, and all of their business partners, including, for example, urban and rural hospitals and health systems; academic medical centers; research institutions; ambulatory surgery centers; laboratories; diagnostic facilities; biotechnology companies; pharmaceutical, medical technology, and device manufacturers and distributors; retail and wholesale pharmacies, pharmacy compounders; durable medical equipment suppliers; physician clinics; rural health clinics and federally qualified health centers; long-term care facilities; home health agencies, health care consultants; electronic medical records vendors; data security specialists; and health care payers, insurers, and lenders. This diverse client base gives us a unique perspective on the health and life sciences industry and allows us to bring a unique understanding of the trends and forces affecting our clients’ businesses to our work.

Our health and life sciences team has the breadth and depth to provide “one-stop shopping” for the entire gamut of legal issues that any of these businesses may face, including labor and employment, intellectual property, real estate, tax-exempt organizations, immigration, and insurance regulation, to name a few. Our team includes lawyers who focus in health care law, as well as lawyers in other practices who have experience and knowledge providing insight into the challenges unique to businesses in the health and life sciences field.

Health & Life Sciences

The Intellectual Property Law Practice Group of Quarles & Brady recognizes the present and long-term value of its clients’ intellectual property assets. We work with clients to determine the best strategy to capitalize on all of their intellectual property. From patent to trademark portfolio management and strategy, both national and international, we combine a level of experience, knowledge, and judgment that sets us apart from other firms—a team that helps businesses and individuals prosper through the protection of their intellectual property.

Intellectual Property

Intellectual Property

Ranked nationally as an “IP Litigation Powerhouse” and one of the “Most Feared Litigation Firms” by legal market research firm The BTI Consulting Group, Quarles & Brady has extensive experience in protecting, enforcing, and defending intellectual property rights in a broad range of technologies, in forums across the country. Whether you seek to protect your intellectual property or defend an infringement claim, we have the industry-acknowledged experience, knowledge, depth, and resources to meet your goals anywhere, anytime.

Intellectual Property Litigation

Intellectual property is an area of particular practice strength at Quarles & Brady—so much so that we have further pursued key aspects of IP law in order to specifically serve the research institutions industry. Few law firms can boast our depth of knowledge and experience in working with universities, foundations, research hospitals and health care organizations, clinical researchers, museums, and other research-intensive organizations; in fact, few other law firms focus on this industry, let alone to the extent that we do. We have helped to patent human stem cells, secured advances in medical imaging, and played several roles in the establishment of a major microbiological research facility, to name just a few noteworthy projects.

Research Institutions & Higher Education

Quarles & Brady lawyers actively support clients with international business relationships and foreign operations. Our �rm is dedicated to finding practical, e�cient means to achieve your global business goals, and our experience with foreign legal systems and foreign languages, as well as contacts with local counsel in major business centers around the world, enables us to service your needs in a responsive, cost-effective manner.

We support our U.S. clients going abroad and our foreign-based clients in the United States. Quarles & Brady o�ers more than 50 Quarles & Brady lawyers with various skill sets and knowledge of foreign legal systems to establish a team as needed for virtually any international project.

Many of our lawyers have practiced, studied, and/or lived in other jurisdictions. We have over 30 lawyers who speak and/or write in foreign languages, including Arabic, Chinese, Czech, French, German, Korean, Norwegian, Portuguese, Slovak, Spanish, and Russian.

We also have longstanding relationships with select foreign law firms and other professional organizations in numerous countries around the world and can enlist their support when needed or appropriate.

International Services

Your company

culture, your vision and values, your products and services, the mission you fulfill, the many issues

that matter most to you: these

factors are as important to

effective, efficient legal representation as our

outstanding legal capabilities.

At Quarles & Brady, we strive to represent our clients in ways that preclude formal legal proceedings. However, since the world is not always a rational or predictable place, we have, over the years, built a tremendous depth of experience in representing clients in just about every conceivable type of litigation, both at trial and on appeal. Whether or not your legal matters lead to the courtroom, your Quarles & Brady litigation team will be custom-designed to address your speci�c needs aggressively, competently, and e�iciently.

The trial lawyers at Quarles & Brady are some of the most active, experienced, and successful in the country. The deep experience and strength of our trial team make Quarles & Brady the right choice to handle your litigation matters, wherever they arise. We pride ourselves on assembling the right team for every case, and we will work with you to de�ne your goals and to ensure that you know when litigation is the best option for achieving them.

We understand that there are many great lawyers and law firms out there. What di�erentiates us is how our relationships with clients extend beyond winning and operating e�iciently—we make it a point to know each of our clients as though they were each our only client. Your company culture, your vision and values, your products and services, the mission you ful�ll, the many issues that matter most to you: these factors are as important to effective, e�icient legal representation as our outstanding legal capabilities. When we work for you, we consider ourselves an extension of your legal department. Your best interests are our best interests, and we strive to demonstrate that in every matter with which you entrust us.

Litigation

Public purpose funding and borrowing activities revolve around a complex combination of statutes, timing and notice requirements, and countless other details. But also critical to successful funding—beyond the legal complexities—is an understanding of a transaction’s practical aspects (how an issue is put together and the role of the �nancial advisor, the underwriter, and other parties to the transaction) and of the way government wheels turn on �nancing issues.

In an area where legal knowledge and sound judgment are the product of years of experience and the volume and variety of transactions, Quarles & Brady has earned a national reputation. For over half a century, we have assisted state and local governments in raising capital for public-interest projects ranging from hospitals, schools, and infrastructure to solid waste recovery facilities, downtown redevelopment districts, and marinas.

Quarles & Brady bond counsel opinions enjoy universal acceptance as assurance that a funding is lawfully authorized and issued and meets all requirements for tax-exempt status. We annually provide opinions on approximately $1 billion of obligations, including some $250 million to $300 million in health care �nancings. That kind of volume makes us one of the largest public �nance law practices in the country. It also allows us to provide cost-e�cient representation of the highest quality.

Public Finance

No two real estate transactions are alike.

Our Chambers-ranked Real Estate Practice Group understands that, just as no two real estate transactions are alike, our clients come to the negotiating table with many perspectives. Our attorneys are regularly described as providing clients with service that is “insightful, intelligent, responsive, thorough, detailed, and accurate.” We have also been recognized for our practicality: “When they answer our questions, it fits our business specifically.”

Broadly speaking, our clients form three somewhat distinct groups: those for whom real estate is their primary business (including developers, builders, contractors, and property managers); those for whom real estate is both an asset and a business requirement (such as manufacturers, retailers, service providers, and developers of natural resources); and those for whom real estate is primarily a financial investment (including real estate investment trusts (REITs), venture capitalists, �nancial institutions and other lenders, and mutual funds).

Our experience covers a diverse spectrum of industries related to data centers, financial institutions, franchise, health care, hospitality, manufacturing, multifamily, nonpro�t, and retail, including big-box retailers and shopping centers.

Real Estate

While the e�icient management of legal business has always been a feature of Quarles & Brady’s services, we have recognized the necessity of formalizing our operations management, not only to seek further e�iciencies within our systems but to lend transparency to our business processes as a part of our ongoing obligation to keep our clients informed and confident that their matters are well-managed and under control. Client Matter Management (CMM) is our multifaceted, firmwide program, de�ning specific protocols for the intake of new matters, the planning and estimation of costs and outcomes, the systematic-yet-�exible execution of those matters, and their final resolution to the client’s satisfaction. Throughout this CMM Process, communication between the legal team and the client remains essential so that all stakeholders have the opportunity to participate in the decision-making process as needed.

As part of formalizing our legal project management program, Quarles & Brady has created a CMM Toolkit, which is a series of focus areas designed to save time, streamline standard processes, avoid “reinventing the wheel” from matter to matter, and ultimately provide the highest quality service as e�iciently as possible.

Client MatterManagement

At Quarles & Brady, every person counts, every day. We are leaders in mentoring and developing outstanding diverse attorneys, with percentages of women and diverse partners and associates exceeding national averages. Women and diverse attorneys head four of our ten o�ces, including our largest. Quarles & Brady is routinely ranked among the best law �rms for women and diverse attorneys, family-friendly policies, informal training, and other categories that help promote a diverse workplace. We are proud of our e�orts and the accolades that we have received. A true climate of diversity, though, cannot be measured by statistics, ratings, and awards alone. Fostering inclusion through diversity is one of the surest ways we know to provide the best results for our clients.

Our commitment to diversity is not about winning prizes. It is about winning cases, negotiating the best deal, and obtaining the most secure patents. It is about employing a diversity of thought, creativity, and experience to understand our clients’ objectives and serve as trusted advisors. And it is about making sure that we re�ect and give back to the communities in which we practice.

Every Person Counts, Every Day.

We love the cities in

which we live, work, and play, and we want all of them to grow and thrive.

At Quarles & Brady, we are equally dedicated to every kind of client—not just the industry and business leaders of today, but those among us challenged by injustice and hardship. We are proud to serve our communities and neighbors through extensive and wide-ranging pro bono e�orts, charitable contributions, and our nationwide Quarles Cares program.

The �rm is a signatory to the Law Firm Pro Bono Challenge®, administered by the Pro Bono Institute’s Law Firm Pro Bono Project, which challenges us to contribute, at a minimum, an amount of time equal to three percent of the �rm’s total billable hours, or 60 hours per attorney, to pro bono work. Quarles & Brady also o�ers hour-for-hour credit to our attorneys for their pro bono service to indigent persons.

Quarles & Brady is a proud member of each of its hometowns — each o�ce is as much a part of its community as it is a part of our legal network. We love the cities in which we live, work, and play, and we want all of them to grow and thrive. That’s why we designed our Quarles Cares program to support charities and causes that are chosen by the attorneys and sta� who work in each respective o�ce.

Pro Bono & Community Service

quarles.com

© 2015 Quarles & Brady LLP - This document provides information of a general nature. None of the information contained herein is intended as legal advice or opinion relative to speci�c matters, facts, situations, or issues. Additional facts and information or future developments may a�ect the subjects addressed in this document. You should consult with a lawyer about your particular circumstances.