Ian Roberts
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Ian Roberts

Partner

Ian advises clients on the many complex issues and opportunities that arise in deleveraging a capital structure.

With particularly deep experience representing borrowers and strategic buyers, Ian counsels on highly leveraged special situations, distressed acquisitions, refinancing transactions, cross-border restructurings, and all manner of insolvency-related corporate governance. He strives to maximize value for his clients, which have included debtors, purchasers, lenders, investment funds, family offices, institutional investors, governmental agencies, and a labor union. Ian has especially notable experience in matters relating to energy and technology.

Following law school, Ian served as a law clerk to the Honorable Hayden Head of the United States District Court for the Southern District of Texas. In 2014-2015, he served as in-house counsel for Hewlett Packard Enterprise, focusing on global turn-around initiatives.

Expertise

Industries

Experience

Representative matters

Restructuring Matters
  • Vice Media, as debtors’ counsel, in the chapter 11 cases of the global digital media and broadcasting company in Southern District of New York, which included a $350 million sale to a consortium of pre-petition lenders
  • Leading U.S. Oil & Gas services provider, as company counsel, in liability management transaction and out of court balance sheet restructuring
  • SWC Industries in its chapter 11 bankruptcy case in the Northern District of California, to address nationwide asbestos and environmental liabilities spanning the last 50 years
  • Southland Royalty Company, as debtors’ counsel, in the chapter 11 cases in the District of Delaware of a private E&P company with interests in over 8,000 wells throughout Wyoming, New Mexico, and Colorado
  • Chevron Philips Chemical in chapter 11 case of Zachry Construction in relation to on-going construction of $1.25 billion integrated polymers facility project for polyethene units and battery limits work
  • Ad Hoc Group of Intervenor Market Participants in litigation of ERCOT’s $1.8 billion claim in connection with chapter 11 cases Brazos Electric Power Cooperative in the US Bankruptcy Court for the Southern District of Texas, and related appellate matters before the United States Court of Appeals for the Fifth Circuit
  • Ad Hoc Group of Counterparties holding approximately 2,000 MWh in long-term power purchase agreements in PG&E’s chapter 11 cases in the US Bankruptcy Court for the Northern District of California
  • Key midstream counterparty in the chapter 11 case of Arsenal Resources and related transactions
  • Bristow Group, as debtors counsel, in the chapter 11 cases of a leading industrial aviation services provider in US Bankruptcy Court for the Southern District of Texas and related pre-petition financing transaction (Former Firm)
  • NRG in the pre-arranged chapter 11 cases of subsidiaries with $2+ billion funded debt and the separation of GenOn from NRG to a stand-alone enterprise in US Bankruptcy Court for Southern District of Texas (Former Firm)
  • New Gulf Resources in its pre-arranged chapter 11 cases, de-levering the balance sheet of $450+ million in funded debt and raising $135 million in new financing in US Bankruptcy Court for the District of Delaware (Former Firm)
  • Global Geophysical Services in its prepackaged liquidating chapter 11 cases in US Bankruptcy Court for the Southern District of Texas and wind down of operations globally (Former Firm)
  • Major League Baseball Players Association in pre-packaged chapter 11 case of the Texas Rangers in the US Bankruptcy Court for the Northern District of Texas (Former Firm)
Distressed Acquisitions
  • Hitachi Energy in acquisition of remaining minority interest in joint venture owned by distressed battery storage service provider
  • Prairie Farms in its purchase of dairy processing facilities and related assets in Dean Foods’ chapter 11 cases in the United States Bankruptcy Court for the Southern District of Texas in a competitive section 363 sale process
  • NRG in its $2.6 billion acquisition of Edison Mission Energy and post-closing claims resolution process in the Northern District of Illinois (Former Firm)
  • NRG in its acquisition of retail power contracts in Liberty Power’s chapter 11 cases via a section 363 sale
  • Bidder in the chapter 11 cases of Anthology—software as a service educational technology provider—in the US Bankruptcy Court for the Southern District of Texas
  • Private equity sponsor in its purchase of assets from Anuvia Plant Nutrients’ receivership estate in Delaware state court
  • Bidder in the chapter 11 cases of Proterra—a designer and manufacturer of electric transit buses and components—in the US Bankruptcy Court for the District of Delaware
  • NRG in its acquisitions of utility scale and distributed generation assets in the chapter 11 cases of Sun Edison in the Southern District of New York (Former Firm
  • Buyer of an upstream oil and gas company through a plan of reorganization and stock purchase agreement in Northern District of Texas (Former Firm)
Finance and Project Structuring
  • Counsel to litigation funders on various matters relating to litigation funding agreements, judgement preservation insurance, and related transactions
  • Citibank N.A. as agent on a $1.75 billion DIP facility in chapter 11 cases of Weatherford International plc—the Oil & Gas Services company—in the US Bankruptcy Court for the Southern District of Texas
  • Lenders to refinery and chemical joint venture in amendments to ABL facility and intercreditor agreements
  • Investors in joint-ventures relating to mining of cryptocurrency
  • Public power company in proposed sale of co-owner’s interests in generation station.
  • Family office in disposition of mineral interests and surface rights
  • Advising multinational energy firms and investment funds in structuring LNG project investments
  • Advising private equity firms in structuring acquisitions and dispositions of portfolio companies
  • Representation of the Federal Highway Administration in refinancing transactions under federal infrastructure loan programs (Former Firm)
  • Representation of judgment creditor in the negotiation of a letter of credit facility to secure a stayed €950 million judgment pending appeal (Former Firm)
Litigation
  • Former officers and directors of Kalera Inc. in adversary proceeding in the Southern District of Texas Bankruptcy Court in relation to a de-SPAC merger and claims concerning fiduciary duties
  • Former officers of Lucky Bucks in adversary proceeding in the District of Delaware Bankruptcy Court concerning a dividend recapitalization transaction and related claims
  • Beneficient and certain former officers and directors in adversary proceeding in Southern District of Texas Bankruptcy Court concerning historic acquisition and capitalization transactions and related claims for purported fraudulent transfers and breaches of fiduciary duty
  • NRG in appellate matters before the Fifth Circuit Court of Appeals relating to the chapter 15 cases of Just Energy
  • Ascent Capital and Monitronics (n/k/a Brinks Security) in Delaware Chancery Court against various noteholders regarding disputed liability management exercises and related exchange offers (Former Firm)
  • Ad Hoc Group of PPA Counterparties in appellate litigation against PG&E in the Ninth Circuit Court of Appeals
    Family office in litigation against Sanchez Energy regarding the impact of its confirmed chapter 11 plan on long term royalty and remediation disputes
  • Developing comprehensive multi-jurisdictional litigation strategies and contingency planning

Pro bono

  • Counsel to Sport Jiu-Jitsu International Federation.
  • Mental Health America of Greater Dallas, Board of Directors, 2012-2014.

Leadership Positions And Professional Affiliations

  • John C Ford Inn of Court (2013-2023)

Recognition

Ian Roberts is the master of the facts. He keeps me appraised and gets to the heart of the matter.
Chambers USA, 2023
Ian Roberts is an excellent lawyer and has fantastic client-communication skills. Fabulous!
Legal 500, 2022

Awards

  • Up and Coming, Chambers USA, 2022-2023
  • The Best Lawyers in Dallas, D Magazine, 2023
  • Texas Super Lawyer, Thomson Reuters, 2018-2019

Qualifications

Admissions

State Bar of Texas, 2006

Courts

United States District Court for the Northern District of Texas
United States District Court for the Southern District of Texas
United States District Court for the Eastern District of Texas
United States District Court for the Western District of Texas
United States District Court for the Western District of Oklahoma
United States Court of Appeals for the Ninth Circuit
United States Court of Appeals for the Fifth Circuit

Academic

B.A., Texas A&M University—Corpus Christi, 2003, summa cum laude
J.D., University of Texas, 2006, with honors; Texas Law Review, Associate Editor 

Languages

Spanish
Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.