David S. Lee

Qualified in Texas (US)

Practice Areas

Corporate

Mergers & Acquisitions

Professional Bio

David S. Lee is an associate at Latham & Watkins in the Houston office. He specializes in Mergers & Acquisitions, leveraging his extensive background in taxation and accounting. David earned his JD from Harvard Law School in 2023, where he was actively involved in the Harvard Federal Tax Clinic. Prior to law school, he completed a Master of Taxation and a BBA in Accounting at Baylor University. David's professional journey includes a tenure as a retired partner at Latham & Watkins in Los Angeles, showcasing his expertise in corporate law.

Latham & Watkins LLP

Houston

+17135465400

Representative Matters

No representative experience found yet for David S. Lee

We are in the process of updating the profile.
Experience details will appear soon.

Deal Summary

0

Deals

$0.0

Total Value

Related Deals

Latham & Watkins advises Priority Power in acquisition by I Squared Capital

- Priority Power Management, LLC. acquired Priority Power Management, LLC. from Priority Power Management, LLC. in a acquisition on 2024-07-30. - Deal value was 3000000000 (source: AI Estimation) Sector: Energy; Location: USA. - Acquirer-side legal counsel was not specified.

Jul 30 2024

3B

Private Equity

Related News

Latham & Watkins Advises UGI in US$610 Million Convertible Senior Notes Offering

On June 6, 2024, UGI Corporation (NYSE: UGI) announced the pricing of its offering of US$610,000,000 aggregate principal amount of 5.00% convertible senior notes due 2028 in a private offering. Latham & Watkins LLP represents UGI in the offering with a corporate team led by Houston partners Ryan Maierson and Kevin Richardson, Los Angeles/New York partner Greg Rodgers, and Los Angeles partner Arash Aminian Baghai, with associates Sydney Verner, Brian Bruzzo, Armaan Bhimani, David Lee, Ryan Gold, and Andrew Bentz. Advice was also provided on tax matters by New York partner Elena Romanova, Houston partners Tim Fenn and Bryant Lee, with associate Farrah Yan; on environmental matters by Los Angeles/Houston partner Josh Marnitz; and on finance matters by Houston partner Catherine Ozdogan and Houston counsel Bryce Kaufman.~~

Jun 10

1 min

Experience

Latham & Watkins

Associate
2023 – Unknown

Latham & Watkins

Retired Partner
2022 – 2023

Latham & Watkins advises underwriters and initial purchasers in Matador Resources Company’s US$10 billion common stock and US$900 million senior notes offerings

- Matador Resources Company acquired the target/assets from in a financing on 2024-04-03. - Deal value was 10000000000 (source: Extracted) Sector: Energy; Location: USA. - On the acquirer side, Latham & Watkins advised, led by George Miller, Ash Tehrani, Wilson Neely, Shelly Lin, Izzy Lubarsky.

Apr 03 2024

10B

Finance

Latham & Watkins advises initial purchasers in Baytex Energy Corp.'s US$575 million senior notes offering

- The transaction involved a buy-side mandate. - The acquisition targeted assets operating in the Energy sector. - The transaction was announced on 15 Mar 2024 with a reported value of 10000000000.0.

Mar 15 2024

575M

Finance

Latham & Watkins advises initial purchasers in Permian Resources’ US$500 million senior notes offering

- Permian Resources Operating, LLC acquired the target/assets from in a financing on 2023-12-11. - Deal value was 10000000000 (source: Extracted) Sector: Energy; Location: USA. - On the acquirer side, Latham & Watkins advised, led by George Miller, Ash Tehrani, Wilson Neely, Shelly Lin, Izzy Lubarsky.

Dec 11 2023

500M

Finance

Paul, Weiss advises SoftBank Vision Fund on US$1.9 billion investment in Full Truck Alliance Group

- SoftBank Vision Fund acquired Full Truck Alliance Group from Full Truck Alliance Group in a private equity on 2018-06-11. - Deal value was 19000000000 (source: Extracted) Sector: Transportation; Location: Global. - On the acquirer side, Paul, Weiss advised, led by Tong Yu, David Lee.

Jun 11 2018

2B

Private Equity

Willkie advises Insight Venture Partners on majority investment in Property Brands

- Property Brands acted as the acquirer in this Private Equity transaction. - The acquisition targeted assets operating in the Technology sector. - The transaction was announced on 09 Feb 2018 with a reported value of 500000000.0.

Feb 09 2018

500M

Private Equity

3 Firms Lead TPG's Stake Acquisition Of Sabre Industries

Global alternative asset management firm TPG will acquire a majority stake in critical infrastructure provider Sabre Industries Inc. from Blackstone Energy Transition Partners in a deal guided by Latham & Watkins LLP, Kirkland & Ellis LLP, and Vinson & Elkins LLP, the companies announced Friday. According to the announcement, TPG used its TPG Rise Climate investment platform to obtain the majority stake, and the deal is supposed to be completed in the second quarter of 2026. Blackstone will keep its minority stake in Sabre, which initially received investments from Blackstone's managed funds in 2021, the companies said. According to the announcement, Sabre has 2,800 employees, and its clients include data centers and telecommunications companies. In a Friday article about the deal, Reuters reported that Sabre is worth $3.5 billion. In separate Friday statements, executives for all three companies praised the deal, with TPG partner Steven Mandel describing the transaction as "a significant opportunity." "We believe there is a significant opportunity for leading equipment providers to meet rising electricity demand and modernize a grid increasingly vulnerable to extreme weather events," Mandel said. "Sabre's leadership in transmission and distribution, combined with its specialized enclosures for the data center market, positions the company at the heart of these essential trends." TPG declined to provide additional comment Friday. Blackstone and Sabre didn't respond to requests for additional comment. TPG is represented by Kristen Grannis, James Garrett, John Miller, Jameson Miller, Kevin Donovan, David Lee, Talia Wyschogrod, Jennifer Boyd, Harrison Little, Alec Born, James Langlois, Katharine Moir, Greg Conyers, Ben Rosemergy, Victoria Wolfe, Alyssa Dantoin, Sandy Benjamin, Sahar Merchant, Elizabeth Gemdjian, Debbie Hinck, Susana Santos, Victoria Allen, Scott Joiner, C.J. Rydberg, Julia Hatcher, Josh Marnitz, Anna Dykema, Phil Goldberg, Harrison White, Amara Banks, Enrique Covarrubias, Shira Bressler, and Brandon Hemans of Latham & Watkins LLP and Scott Rolnik, Lauren Nickoloff, Shelby Lindholm, Emily Barber, Michael Urschel, Brandon Karas, and Jared Rusman of Kirkland & Ellis LLP. Blackstone is represented by Benji Barron, Jordan M. Fossee, Zac Horne, Rylie Goldwait, Chet Wynne, Domonique Richardson, Jason McIntosh, Brian Russell, Patrick Darby, David Wicklund, Megan Hardy, Dane Rogerson, Hill Wellford, Kara Kuritz, Ryan Will, Matt Dobbins, Kelly Rondinelli, Becky Baker, Peter Goetschel, Shane Tucker, Kenneth Strain, Madeline O'Neill, Sarah Mitchell, Victoria Bahrami-Negad, Jamie Leader, Courtney Hammond, Rajesh Patel, Haley Titcomb, Fry Wernick, Brian Howard, Joyce Adetutu, Randall Johnston, Frankie Vélez, and Claire Connor of Vinson & Elkins LLP.

Feb 6

2 min

Latham & Watkins Advises Priority Power in Acquisition by I Squared Capital

I Squared Capital (I Squared), a global infrastructure investment manager, announced that it has entered into an agreement to acquire Priority Power Management, LLC. (Priority Power), one of the largest independent providers of turnkey energy management services for commercial and industrial customers across more than 40 US states. I Squared’s Global Infrastructure Fund III will acquire Priority Power from Ara Partners, Oaktree Capital Management, L.P., and certain other shareholders. Latham & Watkins LLP represents Priority Power in the transaction with a corporate deal team led by Houston partners James Garrett and Ryan Maierson, with associates Denny Lee, Zainab Hashmi, Jeff Serfass, Braydon Jones, Stacey Hall, and Eugenio Enrique Ascanio Carrera. Advice was also provided on tax matters by Houston partner Jim Cole, with associates Nolon Blaylock and Molly Elkins; on benefits matters by Century City/Bay Area partner Julie Crisp, with associate Julia Lee; on regulatory matters by Washington, D.C. partner Natasha Gianvecchio, with associate Richard Griffin; on intellectual property matters by Washington, D.C. partner Morgan Brubaker, with associate Ryan Clore; on data privacy matters by Houston/Austin counsel Robert Brown, with associate Kiara Vaughn; on finance matters by Boston partner Susan Parker, with associate Maggie Guidotti;* on labor and employment matters by Chicago partner Nineveh Alkhas; on antitrust matters by Washington, D.C. partners Lindsey Champlin and Jason Cruise, with associates Andrew Paik and Christina Lantuh; on environmental matters by Los Angeles/Houston partner Joshua Marnitz, with associate Nolan Fargo; on real estate matters by New York partner Mark Semotiuk and New York counsel Lisa Brabant; on anti-corruption matters by Washington, D.C. partner Brian Kowalski; on CFIUS matters by Washington, D.C. partner Jim Barker; on insurance matters by San Diego/Los Angeles counsel Hannah Cary; on litigation matters by Bay Area partner Nicole Valco; and on additional corporate matters by associates Jameson Miller and David Lee. *Not admitted to practice in Massachusetts. Admitted in New York.~~

Jul 30

1 min

A&O Shearman advises Copenhagen Infrastructure Partners on acquisition of Ørsted's European onshore business

A&O Shearman has advised Copenhagen Infrastructure Partners (CIP) who has just signed an agreement to acquire, through its fifth flagship fund CI V, Ørsted's European onshore renewable energy business.~~The transaction encompasses over 800 MW of operational and under-construction assets, together with a multi-gigawatt development pipeline spanning Ireland, the UK, Germany and Spain. CI V reached final close in March 2025, exceeding its target with total potential commitments of approximately USD27 billion. The business comprises onshore wind, solar and battery energy storage system (BESS) projects, with closing expected in Q2 2026, subject to regulatory approvals. A&O Shearman advised on all aspects of the transaction, including M&A and due diligence with a cross-border team in the UK, Germany and Spain led by partners Mitchell Olufawo, David Lee, Richard Evans, Vanessa Cuellas and Max Landshut.~~The transaction encompasses over 800 MW of operational and under-construction assets, together with a multi-gigawatt development pipeline spanning Ireland, the UK, Germany and Spain. CI V reached final close in March 2025, exceeding its target with total potential commitments of approximately USD27 billion.~~The business comprises onshore wind, solar and battery energy storage system (BESS) projects, with closing expected in Q2 2026, subject to regulatory approvals. A&O Shearman advised on all aspects of the transaction, including M&A and due diligence with a cross-border team in the UK, Germany and Spain led by partners Mitchell Olufawo, David Lee, Richard Evans, Vanessa Cuellas and Max Landshut.~~Mitchell Olufawo~~David Lee~~Richard Evans~~Vanessa Cuellas~~Max Landshut~~Mitchell Olufawo, lead partner on the transaction, commented: “We were delighted to have been trusted by the CIP Flagship fund team on its largest business acquisition to date. We all know how important the continued momentum in Europe's renewable energy sector is and are proud to be able to support CIP's commitment to invest to accelerate the energy transition. This platform will strengthen CIP’s impressive portfolio of existing projects and, as it grows in scale and potential, they will continue to contribute towards Europe’s clean power leadership and energy independence.” The A&O Shearman core team members were counsel Josh Htet and Marie-Luise von Buchwaldt; senior associates Laura Green, Mohammad Mahmood, Rosalba Junginger, Christin Schlorf, Tom Haeseler, Nicola Sierra and Raman Kamboh; associates Patricia Kongoasa, Lea Andersen, Abir Mishra, Dylan Gaymer, Juliana Palavra Gorgueira, Miguel Jimenez, Iman Faruki and Isabelle Cheah, and trainees Alex Edwards, Sophie Bale, Taimur Nsugbe, Ava Rose and Gabrielle Lin.~~Mitchell Olufawo, lead partner on the transaction, commented: “We were delighted to have been trusted by the CIP Flagship fund team on its largest business acquisition to date. We all know how important the continued momentum in Europe's renewable energy sector is and are proud to be able to support CIP's commitment to invest to accelerate the energy transition. This platform will strengthen CIP’s impressive portfolio of existing projects and, as it grows in scale and potential, they will continue to contribute towards Europe’s clean power leadership and energy independence.”~~The A&O Shearman core team members were counsel Josh Htet and Marie-Luise von Buchwaldt; senior associates Laura Green, Mohammad Mahmood, Rosalba Junginger, Christin Schlorf, Tom Haeseler, Nicola Sierra and Raman Kamboh; associates Patricia Kongoasa, Lea Andersen, Abir Mishra, Dylan Gaymer, Juliana Palavra Gorgueira, Miguel Jimenez, Iman Faruki and Isabelle Cheah, and trainees Alex Edwards, Sophie Bale, Taimur Nsugbe, Ava Rose and Gabrielle Lin.~~Josh Htet~~Marie-Luise von Buchwaldt~~Laura Green~~Mohammad Mahmood~~Rosalba Junginger~~Christin Schlorf~~Tom Haeseler~~Nicola Sierra~~Raman Kamboh~~Abir Mishra~~Dylan Gaymer~~Juliana Palavra Gorgueira~~Miguel Jimenez

Feb 4

2 min

Latham & Watkins Advises Whistler Pipeline on Its US$1.85 Billion Senior Notes Offering

Whistler Pipeline LLC (Whistler) has announced that it priced an offering of US$1.85 billion aggregate principal amount of senior unsecured notes, consisting of US$400 million aggregate principal amount of 5.400% senior notes due 2029, US$500 million aggregate principal amount of 5.700% senior notes due 2031, US$825 million aggregate principal amount of 5.950% senior notes due 2034, and US$125 million aggregate principal amount of 6.350% senior notes due 2044. The offering is expected to close on August 5, 2024, subject to satisfaction of customary closing conditions. Latham & Watkins LLP represents Whistler in the offering with a capital markets team led by Austin partner David Miller and Houston associate Om Pandya, with associates Ziyad Barghouthy, Mary Kline, and David Lee. Advice was also provided on project finance and structuring matters by New York partners Warren Lilien and Christopher Cross, and Washington, D.C. partner Carlos Ardila, with associate Ashley Pappenfus; on tax matters by Houston partners Bryant Lee and Jim Cole, with associate Dominick Constantino; on environmental matters by Washington, D.C. partner James Barrett and Orange County/Washington, D.C. partner Nikki Buffa, with associate Casey Kirk; and on regulatory matters by Washington, D.C. partners Patrick Nevins and Tyler Brown.~~

Jul 25

1 min

Latham & Watkins Advises on Matador’s US$347 Million Common Stock and US$900 Million Senior Notes Offerings

Matador Resources Company (NYSE: MTDR) (Matador) announced that it has completed an underwritten public offering of 5,250,000 shares of its common stock for gross proceeds of US$347.3 million. Matador also completed an upsized private offering of US$900 million of 6.500% senior unsecured notes due 2032. Latham & Watkins LLP advised the underwriters and initial purchasers in the offerings with a corporate team led by Houston partner Ryan Maierson, with associates Michael Pascual, Ziyad Barghouthy, Brian Bruzzo, Carol Bale, and David Lee. Advice was also provided on tax matters by Houston partner Jim Cole, with associate Molly Elkins; and on environmental matters by Los Angeles/Houston partner Josh Marnitz, with associate Phil Goldberg.~~

Apr 3

1 min

...

2023

MTax in Taxation, Baylor University

BBA in Accounting, Baylor University