T: 704.377.8368
F: 704.373.3968
  • 101 North Tryon Street
    Suite 1900
    Charlotte, NC 28246

Allen K. Robertson

Allen Robertson is recognized as a public finance lawyer of regional and national distinction. Allen is particularly known for his work with nonprofit healthcare providers, including leading health systems, community hospitals and senior living facilities. He has extensive experience in North Carolina Medical Care Commission bond financings, having served as bond counsel for more than 80 bond issues in excess of $4.9 billion, including approximately $1.1 billion in tax-exempt bond financings for Duke University Health System, Inc. Allen has also served as bond counsel in tax-exempt financings totaling approximately $1 billion for Carolinas HealthCare System and for more than $2 billion in financings for Duke University.

Allen represents banks and broker-dealers in underwriting, placing and remarketing securities, making corporate loans and providing letters of credit and liquidity facilities. Allen has extensive experience in the senior living industry, serving as general counsel for nonprofit and for-profit providers and representing buyers and sellers in merger and acquisition transactions. For example, in 2014 he represented the seller of eight retirement communities in NC, SC, GA and FL for $476 million. Allen began his career at Robinson Bradshaw as a bankruptcy lawyer and litigator and continues to provide bankruptcy structuring advice and opinions in transactions and workouts.

Professional Affiliations

  • National Association of Bond Lawyers
    • President, 2013-14
    • Board of Directors, 2008-09, 2010-15
    • Bond Attorneys’ Workshop, Steering Committee: Chair, 2009; First Vice Chair, 2008; Second Vice Chair, 2007; Opinions Panel Chair, 2004-06
    • The Function and Professional Responsibilities of Bond Counsel (3d ed. 2011), Co-Chair
  • American College of Bond Counsel, Fellow
  • Working Group on Legal Opinions (NABL Representative), 2009-Present
  • Law Clerk, The Honorable James B. McMillan, United States District Court, Western District of North Carolina, 1988-89

Community Involvement

  • Friends of Scouting Leadership Dinner, Steering Committee, 2004
  • Christ Episcopal Church, Sunday School Teacher, 1996-98
  • Leadership Charlotte, Class of 1993-94

Professional Recognition