Carolyn Roach

Associate
About

Carolyn focuses her practice on mergers and acquisitions, private equity, professional licensing and structuring, and general business law.  Her clients operate in a wide variety of industries including hotel development and management, manufacturing, wholesale, software and other high technology businesses, professional services, construction, electric power generation and management, retail and restaurants. Carolyn has significant expertise and experience in representing engineering, architecture and related professional service firms of all sizes.

Prior to joining Morningstar, Carolyn practiced law in the corporate group of the international law firm of K&L Gates.

Representative Work
  • Representative transactional experience includes:
  • Representing buyers, sellers and executives in domestic and international acquisitions, and merger transactions in various industries, including high tech, manufacturing and service businesses.
  • Representing architecture and engineering companies in general corporate work, including securities compliance, corporate and entity governance, succession planning, nationwide licensing, service agreements, disputes with owners, subcontractor arrangements and disputes, complaints, and employment issues.
  • Representing private equity funds in mezzanine financings.
  • Representing multiple high tech companies in angel and preferred stock financings.
  • Representing national restaurant chain in its reorganization, including North Carolina Alcohol Beverage Control licensing.
  • Representing multiple manufacturers in drafting and negotiating supply, distribution, confidentiality, development, marketing, employment and consulting agreements.
Education/Admissions

Carolyn is licensed to practice in North Carolina. She graduated from the University of North Carolina at Chapel Hill School of Law in 2007 with honors where she also wrote and was an editor on the North Carolina Banking Institute Journal. She received her undergraduate degree from North Carolina State University, where she was a Park-Centennial Scholar and Valedictorian