Jonathan’s practice focuses on corporate and securities law with an emphasis on financial institutions. He advises clients on a wide range of issues, including corporate governance, public and private securities offerings, SEC reporting and compliance (including annual and quarterly reports, proxy materials, and Section 16 reports), stock exchange listing standards, and financial institution regulation. Jonathan has represented banks and bank holding companies in regulatory applications, charter conversions, and other supervisory matters with federal and state banking regulators. He also represents issuers and underwriters in public and private offerings of securities.

Jonathan is a Phi Beta Kappa graduate of Duke University where he earned his B.A. degree, magna cum laude, in economics. He earned his J.D. degree from the University of North Carolina School of Law, where he served as an articles editor of the North Carolina Law Review.  Prior to joining the firm, Jonathan practiced with Gaeta & Eveson, P.A. Before entering private practice, Jonathan served as a law clerk to the Honorable Ben F. Tennille, chief judge of the North Carolina Business Court.

Jonathan serves as co-leader of the firm’s Banking & Financial Institutions practice group. He is licensed in North Carolina and New York.

  • North Carolina State Bar
  • New York State Bar
  • North Carolina Bar Association
  • North Carolina Bankers Association, Affiliate Member
  • University of North Carolina School of Law Alumni Judicial Clerkship Committee
  • Ethics Instructor, North Carolina School of Banking
  • Represented flyExclusive, a leading provider of premium jet charter experiences, in its de-SPAC transaction valued at $600 million and subsequent listing as a publicly traded company on the NYSE American stock exchange.
  • Represented a global contract research organization in aggregate $1.1 billion in secondary public offerings and share repurchases
  • Represented a Nasdaq-listed drug development collaboration company in its $1.1 billion merger with a global pharmaceutical company
  • Served as underwriters’ counsel in a registered public offering of $435 million of depositary shares, each representing an interest in fixed-rate noncumulative perpetual preferred stock of a regional bank holding company
  • Represented the underwriter in a registered public offering of $350 million of fixed-to-floating rate subordinated notes by a regional bank holding company
  • Served as underwriters’ counsel in an initial public offering of common stock of a bank holding company
  • Represented two North Carolina-based bank holding companies in their initial public offerings
  • Advised a bank holding company in connection with a charter conversion of its subsidiary bank, subsequent private placement of $30 million of common stock and headquarters relocation
  • Represented a publicly traded bank holding company in connection with a $45 million private equity recapitalization transaction, multiple formal regulatory enforcement actions, and subsequent acquisition by an out-of-state financial institution