Morgan, Lewis & Bockius LLP > Los Angeles, United States > Firm Profile

Morgan, Lewis & Bockius LLP
2049 CENTURY PARK EAST
SUITE 700
LOS ANGELES, CA 90067-3109
CALIFORNIA
United States

Antitrust > Civil litigation/class actions: defense Tier 1

Morgan, Lewis & Bockius LLP has strong expertise in handling antitrust matters particularly across the tech, financial services, and healthcare sectors, defending key clients such as Fanatics and Google LLC. Recent work has involved class actions resulting from monopolization claims and no-poach agreements. Philadelphia-based global practice leader Steven Reed acts in high-stake matters across trial and appellate levels, offering previous experience as in-house lawyer at a large pharmaceutical company. Co-deputy practice leader Ryan Kantor is based in Washington DC. ‘National leader in the antitrust and competition arena’ and co-deputy practice leader Brendan Fee in Philadelphia, specializes in high-stakes antitrust class litigation for clients in a variety of industries including life sciences and energy. Brian Rocca leads the firm’s California antitrust practice with expertise in defending against monopolization claims in the technology sector. DC based Jon Roellke leads in many matters, focusing particularly on antitrust and trade regulation matters including class action and enforcement matters concerning financial services and technology clients. Noah Kaufman, promoted to partner in Boston in October 2022, represents clients across the higher education, automotive and retail sectors. Clayton Everett Jr and Stacey Anne Mahoney in DC and New York respectively, are also noted by peers and offer extensive counseling and litigation experience. Willard Tom retired in October 2022.

Practice head(s):

Steven Reed; Ryan Kantor; Brendan Fee

Testimonials

‘Develops a truly deep understanding of your business as part of the engagement to understand motivations relevant to the matters being handled.’

‘Patient, knowledgeable and well-connected in the industry.’

‘Provides outstanding tactical advice across all sectors, excellent judgment, and an outstanding defense for its clients.’

‘Brendan Fee is a national leader in the antitrust/competition arena. He serves as a walking encyclopedia of antitrust legal knowledge, deploys supreme judgment and tactical advice to represent and defend his clients’ interests, and is our company’s go-to resource on all areas of competition law, in terms of litigation, M&A, and regulatory.’

Key clients

Blue Cross Blue Shield of Louisiana

BMW North America LLC

Breckenridge Pharmaceutical, Inc.

Comcast Cable Communications

Fanatics

Google LLC

Intercontinental Exchange, Inc.

Merck & Co. Inc.

Morgan Stanley

Perrigo Company Plc

Qualcomm Incorporated

Realogy Holdings Corp.

Securus Technologies Inc.

Shell Oil Company

Sumitomo Mitsui Banking Corporation

Sun Pharmaceutical Industries Ltd.

Takeda Pharmaceuticals

TDK USA Corp.

Teva Pharmaceuticals

The Clearing House Payments Company, LLC

Tradeweb Markets LLC

Uber Technologies, Inc.

Vyera Pharmaceuticals

Work highlights

  • Representing Google in all facets of Google Play Store Antitrust Litigation, a multi-district litigation pending in the Northern District of California related to the distribution of apps by developers to end users.
  • Represented Vyera Pharmaceuticals and its Swiss parent company, Phoenixus AG, and resolved a lawsuit filed by the FTC and the attorney generals of seven states in the US District Court for the Southern District of New York.

Dispute resolution > Product liability, mass tort and class action - defense: toxic tort Tier 1

Principally based out of its East and West coast offices, Morgan, Lewis & Bockius LLP has a well-established toxic tort offering which represents energy and manufacturing sector clients across the gamut of asbestos, chemical and environmental exposure cases. As well as benefiting from access to excellent legal technology and a very flexible approach to fees, the firm also stands out for its ability to handle big-ticket mandates often involving regulatory challenges, government enforcements actions and investigations, and aggregated private litigation. In this context, the team regularly acts as coordinating national counsel on major multi-party and multijurisdictional cases. A fellow of the American College of Trial Lawyers, Los Angeles-based partner David Schrader exemplifies this approach, including recently representing oil and gas companies in separate high-profile toxic tort matters. Also based in Los Angeles, Yardena Zwang-Weissman continues to gain market recognition as a result of her ability to handle large-scale multi-party and multi-faceted environmental toxic tort cases relating to alleged soil, water, and groundwater contamination where her advice includes a compelling combination of subject matter, strategic and procedural expertise. Washington DC-based partner Paul Zevnik co-heads the team alongside Zwang-Weissman and has developed a market-leading reputation in relation to insurance recovery and coverage issues relating to toxic tort liabilities.

Practice head(s):

Paul Zevnik; Yardena Zwang-Weissman

Other key lawyers:

Brady Edwards; Nagwa Hultquist; Daniel Chefitz; David Schrader; David Schrader; Teri Diaz

Key clients

SoCalGas and Sempra Energy

Shell

Work highlights

  • Representing SoCalGas and Sempra Energy in handling more than 394 individual and government complaints arising from the natural gas leak at the Aliso Canyon storage facility.
  • Represented Shell USA as plaintiff in obtaining a unanimous $133m jury trial verdict in an environmental cost recovery lawsuit brought against real estate developer Barclay Hollander Corporation, a wholly owned subsidiary of Dole Plc.

Finance > Structured finance: securitization Tier 1

Morgan, Lewis & Bockius LLP boasts a strong track record in asset- and mortgage-backed securities, acting for financial institutions, investment funds, and issuers across the financial services, automotive, education, fintech, government, real estate, telecommunications and technology sectors. In the firm’s New York office, practice leader Reed Auerbach acts for underwriters and issuers on public and private offerings of asset- and mortgage-backed securities involving a broad range of assets, while Matthew Joseph advises on structuring innovative transactions with new asset types, or unique cash-flow and tax structures. Based in Washington DC, Jeffrey Johnson handles public and private issuances of ABS and MBS transactions, with a strong focus in the real estate sector, while New York’s Steve Levitan counts auto loans and lease receivables, student loans, warehouse lending financings and residential solar panel installation financings in his workload. The firm’s Washington DC office is home to Asa Herald, who advises on RMBS transactions and credit card receivables, and Paul St. Lawrence, who is a key figure in the CLO and residential mortgage finance arenas. Other key contacts in the group include Washington DC-based Mark Riccardi and Chicago’s Jeffrey Weinstein.

Practice head(s):

Reed Auerbach; Mark Riccardi; Matthew Joseph; Jeffrey Weinstein

Key clients

Goldman Sachs

Jefferies & Co Inc.

Cerberus Capital Management, L.P.

Credit Suisse

Exeter Finance LLC

Royal Bank of Canada

Nomura Securities International Inc.

Bank of America

JPMorgan Chase

Deutsche Bank

Work highlights

  • Represented the initial purchasers, Credit Suisse Securities (USA) LLC, Robert W. Baird & Co. Inc., and Cantor Fitzgerald & Co., ​in a securitization involving an issuance of $1 billion of notes and certificates.

Insurance > Advice to policyholders Tier 1

The ‘extremely practical’ practice at Morgan, Lewis & Bockius LLP handles claims concerning an extensive number of liabilities, including cyber, environmental, product liability, class actions, mass torts and catastrophes among others, while also assisting with captive insurance and reinsurance disputes. Paul A. Zevnik leads the practice, splitting time between Washington DC and Los Angeles and representing clients in mass tort, environmental, securities and product liability matters. In Houston, Brady Edwards specializes in mass torts concerning asbestos and talc contamination, while in DC, Daniel Chefitz is a captive insurance expert, and Gerald P. Konkel is adept at handling disputes with ties to Bermuda and London, advising on matters pertaining to business interruptions, medical device liability and food recalls. Sergio F. Oehninger, also Washington-based, handles insurance, reinsurance and bad faith disputes, with a cross-border practice, particularly in regard to Latin America. San Francisco’s Jeffrey S. Raskin handles matters of commercial general, D&O, fiduciary and cyber liability, while in Washington, associate Teri Diaz is noted for her work on toxic tort, property damage and business interruption claims.

Practice head(s):

Paul A. Zevnik

Testimonials

‘Extremely practical and cost-effective in running a coverage dispute to an amicable settlement.’

‘Thorough, diligent and creative.’

Key clients

Ansul

Tyco Fire Products

Kroger-Harris Teeter

H-E-B

Rite Aid

New-Indy Catawba LLC

Aircastle Ltd.

Covil Corporation and Other Receiverships

Delticus Group, LLC

InTel Management, LLC,

ITT LLC

Goulds Pumps LLC

Santa Fe Braun, Inc./The Braun Trust

PepsiCo, Inc./Pepsi-Cola Metropolitan Bottling Company, Inc.

Greenleeds LLC

GSF Management Co.

Green Meadow Insurance Corporation

Scott Figgie LLC

Port of Portland

Schnitzer Steel Industries, Inc.

MMGL, LLC

Duke Energy Indiana, LLC

Lifetime Brands and Wallace Silversmiths de Puerto Rico, Ltd.

H-E-B Grocery Company, LP

Mars Incorporated

Mars Incorporated, ITT Inc.

Walters & Mason d/b/a Altar’d State

Mashantucket Pequot Tribal Nation

Peet’s Coffee

SNL

OTG

Albemarle Corporation

NiSource Inc.

Work highlights

  • Advised Ansul/Tyco Fire Products on securing coverage under historic insurance policies responsive to novel and complex claims arising from the manufacture, sale and use of Aqueous Film Forming Foam (“AFFF”).
  • Assisting ITT Inc. and its former liability management subsidiary InTelco Management LLC in efficiently managing InTelCo Management’s subsidiaries ITT LLC’s and Goulds Pumps LLC’s underlying liabilities and recovering and securing over ten figures in insurance.
  • Represented Covil Corporation in a series of discovery and pretrial motions, and extended mediations, reaching settlements with all of Covil’s historical insurers except for USF&G and Pennsylvania National Insurance Company.

Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 1

Morgan, Lewis & Bockius LLP has a top-of-the-market offering in exchange-traded funds and acts for ’40 Act ETFs, exchange-traded commodity pools, and metals trusts. Seven partners dedicate significant portions of their practices to ETF work, while the broader investment funds group also regularly acts for blue chip registered mutual funds, closed-end investment companies, and variable insurance products. A trio of practitioners oversee the department: John McGuire in Washington DC, a leading name in the US when it comes to ETFs, and strong counsel for regulatory matters; Timothy Levin in Philadelphia, a seasoned advisor of institutional asset management firms and financial services companies on a variety of legal, compliance, and commercial matters; and Boston's Roger Joseph, a standout name in assisting clients with navigating the ever-evolving regulatory environment. From the deep bench of lawyers at the Washington DC office, Laura Flores is valued by clients for her assistance with ‘developing new and innovative fund structures‘, while Thomas Harman is a senior figure across the gamut of funds matters, and Mana Behbin, promoted to partner in October 2022, is an up-and-coming figure to note.

Practice head(s):

John McGuire; Timothy Levin; Roger Joseph

Other key lawyers:

Thomas Harman; Laura Flores; Barry Hurwitz; Toby Serkin; Christopher Menconi; Lea Anne Copenhefer; Lance Dial; Sean Graber; Paul Raymond; Beau Yanoshik; Mana Behbin

Testimonials

‘Excellent China origin export controls practice.’

‘Deep domain expertise specifically in exchange-traded funds.’

‘Laura Flores has helped our firm in developing new and innovative fund structures.’

Key clients

SEI/SEI Funds/Advisors’ Inner Circle Funds (I, II, and III)

WisdomTree ETFs

Penn Mutual/Penn Series Funds

Morgan Stanley Investment Management/Consulting Group Capital Markets Funds

Franklin Resources (Legacy Legg Mason Funds)

Amundi Pioneer Asset Management

State Street Bank and Trust/SSGA/SPDR Funds/Select Sector SPDR Trust

Transamerica Funds

Invesco

Precidian Investments

Brinker Destination Funds

BNY Mellon Investment Management

UOB Hampshire US REIT

Aquila Group of Funds

Virtus Investment Partners

Manning & Napier, Exeter Trust

Work highlights

  • Assisted SEI Investments and the Christian Brothers Investment Services with the creation of a new mutual fund complex that commenced operations with approximately $10bn in assets under management.
  • Represented The Advisors’ Inner Circle Fund (AIC) mutual fund platform in the tax-free reorganizations of Westwood Management’s mutual fund family into seven newly created mutual funds on the Ultimus Series Trust mutual fund platform.
  • Represented five pioneer stock exchange–listed closed-end funds and their investment adviser, Amundi Asset Management US, in the funds’ redomiciling from Delaware to Maryland.

Labor and employment > Employee benefits, executive compensation and retirement plans: design Tier 1

Morgan, Lewis & Bockius LLP maintains its leading role advising on employee benefits and executive compensation plans, boasting an extensive client list of blue chip and Fortune 500 companies. The department has a number of key specialisms, including a management representation practice, an IRA and annuities practice, and an interdisciplinary multiemployer plan practice. Group head and New York-based Craig Bitman helps businesses comply with their fiduciary duties and qualified and nonqualified deferred compensation plans, while deputy head Amy Pocino Kelly offers strategic guidance on the design, governance and operation of retirement plans and executive compensation arrangements from the Philadelphia office. Washington DC’s Rosina Barker is intimately familiar with ERISA compliance measures and has experience counselling clients on the Internal Revenue Code, while Jonathan Zimmerman is a crucial point of contact for clients concerned with the fallout of Dobbs vs Jackson and other complex and unique health and welfare matters. The firm is also able to cover a range of emerging fiduciary issues; the Pittsburgh-based Elizabeth Goldberg is well-informed of the potential influence ESG and cybersecurity factors may have on her clients’ operations. Althea Day, who is also at the Washington office, has been highly active in practice matters, possessing expertise regarding the regulatory compliance of retirement plans, health and welfare benefits, and compensation arrangements, while Michael Gorman advises on a range of legal issues surrounding ERISA, the Affordable Care Act and the Multiemployer Pension Protection Act from Pittsburgh.

Practice head(s):

Craig Bitman; Amy Pocino Kelly

Key clients

Toyota Motor North America, Inc.

Amtrak

Howard Hughes Medical Institute

Maersk Inc.

CSX Corporation

DHL

The Kroger Co.

Dairy Farmers of America, Inc.

The Children’s Hospital of Philadelphia

Work highlights

  • Represented CSX Corp. in a Railroad Retirement Tax Act (RRTA) refund suit involving employee moving expenses.
  • Assisting Children’s Hospital of Philadelphia with an application for a prohibited transaction exemption before the United States Department of Labor.
  • Represented Toyota Motor North America (TMNA) and Amtrak in all facets of its benefit programs, including retirement, health, and executive compensation.

Labor and employment > ERISA litigation Tier 1

With broad ERISA experience, Morgan, Lewis & Bockius LLP is well-regarded and has achieved significant recent victories for clients including Oshkosh Corp, establishing precedent for other 401(k) fiduciary breach class actions, and Boeing and Partners Healthcare, a case significant in the actual equivalence class action space. The firm has also achieved successes across stock-drop, cash-balance plans, ESOPs and denial of benefits claims, as well as defending several private universities in claims challenging 403(b) retirement plan fee and investment options. Lastly the firm has been engaged in numerous class action lawsuits against major 401(k) and 403(b) plans alleging unreasonable recordkeeping and investment fees as well as breaches of fiduciary duties. The practice heads are Grace Speights, based in Washington DC, Jeremy Blumenfeld, based between New York and Philadelphia, and Deborah Davidson and Christopher Boran, both operating in the firm’s Chicago office. Key New York-based partner, Melissa Hill concentrates her ERISA practice on class actions and benefit pension plans in connection with 401(k) and 43(b) management. Senior practitioner Brian Ortelere in Philadelphia is regarded for his extensive ERISA experience, particularly in defending class action claims challenging the administration of defined benefit pension plans, 401(k) savings plans, and ESOPs. Chicago's Matthew Russell focuses his practice on defending plan sponsors, fiduciaries, and service providers against a variety of employee benefits claims and ERISA litigation around the United States.

Practice head(s):

Grace Speight; Deborah Davidson; Christopher Boran; Jeremy Blumenfeld

Key clients

Oshkosh Corporation

Boeing Company

Northwell Health, Inc.

Partners Healthcare, Inc.

adidas America

Baptist Health South Florida

American Electric Power Service Corp. (AEP)

Westinghouse Electric Company

Silver Point Capital

Plexus Corporation

Work highlights

  • Obtained a precedent-setting victory for Oshkosh Corporation in the Seventh Circuit Court of Appeals, convincing the court to affirm the dismissal of Albert v. Oshkosh Corp, impacting dozens of other 401(k) fiduciary breach class actions across the country.
  • Secured summary judgment for Partners Healthcare System in a decision rejecting the fundamental theories articulated in actuarial equivalence ERISA class actions.
  • Secured a precedent-setting win for Boeing in the Seventh Circuit in Burke v. Boeing Co. affirming the dismissal of employer “stock-drop” claims, addressing issues of first impression in the Seventh Circuit regarding fiduciary status, the scope of fiduciary duties for appointing fiduciaries, and the application of Dudenhoeffer pleading standards to claims based on nonpublic information.

Labor and employment > Immigration Tier 1

Predominantly based out of Washington DC, Morgan, Lewis & Bockius LLP boasts a wide geographic reach, with Eleanor Pelta and Shannon Donnelly jointly managing the team out of DC, providing a full-service global employment and immigration offering including handling matters pertaining to employment discrimination, corporate change, including M&As and downsizings, and corporate policy development. The group continues to count leading names in the technology, healthcare, pharmaceuticals, and financial services sectors among its clients. Both chairs counsel clients in legal and strategic issues arising from the international movement of key personnel and offer expertise in federal litigation for clients challenging immigration decisions. With a specialty in Department of Justice investigations and litigation related to immigration, Eric Bord leads the immigration compliance practice and advises clients on I-9 and E-Verify issues. Miami-based counsel Laura Garvin focuses her practice on employment-based immigration law, advising employers on broad immigration compliance and agency facilitation issues before US federal agencies. Next to her business immigration practice, counsel Christina Gonzaga in San Francisco provides pro bono legal representation in immigration cases involving asylum, deportation, and family-based matters.

Practice head(s):

Eleanor Pelta; Shannon Donnelly

Other key lawyers:

Testimonials

This is one of the best reputed immigration teams in Washington DC, and the country. They have an incredible bench strength and the ability to work on both high volume cases (at an appropriate price point) and cases requiring white glove service.

Shannon Donnelly is a smart lawyer with excellent client and people management skills. She is beloved by clients for her solid and practical advice.

Extraordinary support, constantly updated and precise execution.

Shannon and her team are absolutely outstanding.

Key clients

Ameriprise Financial

Choice Hotels

CooperVision

DHL

Leidos

Nutanix

Proofpoint

RWE Renewables

T. Rowe Price

Work highlights

  • Providing comprehensive immigration services to Ameriprise Financial.
  • Advising DHL on its immigration program, encompassing all aspects of immigration law both nationally and internationally.
  • Representing a client in federal litigation of adverse USCIS decisions where clients are in danger of losing key foreign talent, including representation in connection with DOJ investigations pertaining to alleged immigration-related discrimination.

Labor and employment > Labor and employment disputes (including collective actions) Tier 1

Morgan, Lewis & Bockius LLP continues to exhibit its expertise in the labor and employment space, with the team’s work covering the entire spectrum of issues such as class actions, discrimination matters, and trade secret misappropriation. The practice is led by Grace Speights in Washington DC and David McManus in New York, and has particular expertise in advising clients within the financial services space, with other industry experience including insurance, retail, pharmaceuticals, and healthcare. Key names include Philadelphia-based Michael Banks and Sarah Bouchard, who specialize in litigation and internal investigations respectively. Anne Marie Estevez in Miami is a key name for defending clients in complex class and collective actions, while Samuel Shaulson, who splits his time between Miami and New York, has a particular expertise for complex litigation. In New York, Lincoln Bisbee is experienced in litigating whistleblower claims, while Melissa Rodriguez advises clients on the full gamut of labor and employment matters.  

Practice head(s):

Grace Speights; David McManus

Key clients

Alliant Insurance Services Inc.

Amazon

Aramark

Bank of America

Bank of New York Mellon Corp.

Best Buy

Bimbo Bakeries USA Inc.

BioClinica

Delta Air Lines Inc.

Deutsche Bank

Franklin Templeton

Gates Corp.

General Motors

Home Depot

JPMorgan Chase

McDonald’s Corporation

MetLife

Morgan Stanley

Northwestern Mutual

Novo Nordisk Inc.

Pacific Maritime Association

Saint-Gobain

Toyota Motor North America

Triad National Security

Work highlights

  • Secured dismissal of all claims brought against Franklin Templeton alleging race and gender discrimination and defamation in a case filed by the “Central Park Karen” who was terminated following her encounter with a Black birdwatcher.
  • Defended challenges to employers’ COVID-19 vaccine mandates and other policies, defeating motions for temporary restraining orders and preliminary injunctions seeking to enjoin vaccine requirements, prevent employers from terminating employees who refused to comply with vaccine mandates and were not granted accommodations, and block companies’ mask and testing requirements.
  • Represented Bimbo Bakeries USA, Inc. in seven actions filed in the Southern District of West Virginia on January 10, 2022 alleging various FLSA and state law claims.

Labor and employment > Labor-management relations Tier 1

The labor and employment practice group at Morgan, Lewis & Bockius LLP is vastly experienced in labor-management relations across a full range of both litigation and counselling matters, with particular emphasis on collective bargaining, corporate campaigns, labor arbitrations, mediations and union organization campaigns. The team frequently practices before all federal, state and local agencies, and has a demonstrable track record at all levels of the court system including significant involvement in significant public policy matters, including the National Labor Relations Board governing ‘quickie’ election procedures. Based out of Washington DC, Daniel Bordoni maintains his focus on labor-management relations across the defense, manufacturing, transportation and consumer products industries. In the same office, Jonathan C. Fritts  is a key name on mandates spanning the transport, construction and energy industries. Los Angeles-based attorney and former NLRB board lawyer Nicole Buffalano represents high-end clients in critical labor issues across multiple sectors. Philadelphia’s Joseph Ragaglia  provides employers with strategic advice and jointly leads the firm’s global labor and employment practice in conjunction with transport expert Harry I. Johnson, III who works out of Century City, California. Former chairman of the NLRB, Philip Miscimarra is based in both Washington DC and Chicago, handling complex labor law disputes and union representation election cases. Philadelphia-based Steven R. Wall  is the firm’s managing partner and a senior name in the team.  

Practice head(s):

Joseph Ragaglia; Harry I. Johnson, III

Other key lawyers:

Daniel Bordoni; Jonathan C. Fritts; Nicole Buffalano; Philip Miscimarra; Steven R. Wall

Key clients

Aramark

Coalition for a Democratic Workplace

Georgetown University

Hackensack Meridian Health

Littler Mendelson

MedStar Health

Southwest Airlines

Tesla

US Chamber of Commerce

US Soccer Federation

United National Foods

Work highlights

  • Successfully negotiated the collective bargaining agreement for the United States Soccer Federation, leading to historic equal-pay agreements for the women’s and men’s US national soccer teams and ending years of labor conflict between the federation and its national teams.
  • Successfully defended the law firm Littler Mendelson P.C. in three NLRB cases alleging that questioning by Littler lawyers in three NLRB union representation hearings (involving union organizing at particular Starbucks stores) constituted violations of the NLRA.
  • Successfully defended Southwest Airlines in two separate matters alleging violations of the RLA.

Labor and employment > Workplace and employment counseling Tier 1

The labor and employment team at Morgan, Lewis & Bockius LLP has deep industry knowledge in the areas of retail and e-commerce, financial services, pharma, tech, and healthcare, specializing in a range of matter areas such as wage and hour law, FLSA classification, independent contractor classification issues, immigration and National Labor Relations Board matters. The team assists both employees and employers with specific local regulation compliance, employment policy and agreement drafting. Washington DC-based Grace Speights defends clients against employment discrimination claims and co-heads the practice with David McManus, located in New York, who provides advice on immigration issues. Terry Johnson operates out of Princeton and has expertise in defending employers against claims of discrimination, harassment, retaliation and wrongful discharge. Sharon Masling is based in Washington DC and advises employers on issues of employment discrimination while Barbara Miller handles complex litigation out of Orange County. Los Angeles-located Kathryn McGuigan counsels in all areas of human resources management.

Practice head(s):

Grace Speights; David McManus

Key clients

Amazon

Aramark

Board of Governors of Hebrew Union College

GlaxoSmithKline

Pennsylvania State University

Take-Two Interactive

TPG Capital

Toyota Motor North America

Work highlights

  • Represented the Board of Governors of Hebrew Union College in conducting an investigation of allegations of harassment and discrimination.
  • Advised interstate employers on how to craft both benefit plans and messaging to support employees while protecting against litigation risks.
  • Provided support and advice to Take-Two Interactive with respect to its near-$13-billion acquisition of Zynga.

Media, technology and telecoms > Outsourcing Tier 1

Morgan, Lewis & Bockius LLP is regularly the first port of call for leading outsourcing consultants, advising on negotiating platform modernising contracts, shifting from on-premises to cloud solutions and the implementation of emerging tech, such as AI, robotics and automation. Global leader of the tech, outsourcing and commercial transactions practice Barbara Melby, who works across the New York and Philadelphia offices, assists leading financial institutions, financial services companies, healthcare and life sciences clients as well as global outsourcing providers with high value, tech-driven transactions. Alongside Vito Petretti, Melby also advises leading outsourcing providers on transactions with buyers, including RFPs for complex finance and accounting outsourcing transactions, while Petretti supports clients in the life sciences, consumer products, retail and automotive industries on the full spectrum of issues that pertain to outsourcing transactions, for example, data rights, software licensing and ownership, service transition and liability allocation. Philadelphia based pair Christopher Archer and associate Kelli Boyle, are key members of the team. Archer is called upon by clients for the development of future strategies and negotiating long-term contract structures. Doneld Shelkey leverages his expertise in emerging solutions, such as cloud, data analytics, NFTs and blockchains to provide advice for major Silicon Valley giants. Rahul Kapoor, group leader of the Silicon Valley and San Francisco teams, works on corporate transactions focused on intellectual property and tech. Peter Watt-Morse is a go-to name for global investment management firms, while Katherine O’Keefe is routinely involved in the early phases of the outsourcing process, working with clients on the RFI and RFP processes. Michael Pillion has retired.

Practice head(s):

Barbara Melby; Doneld Shelkey

Other key lawyers:

Vito Petretti; Christopher Archer; Kelli Boyle; Rahul Kapoor; Peter Watt-Morse; Katherline O’Keefe

Key clients

AmerisourceBergen

Becton Dickinson

Elevance Health

Embecta

Genpact

Merck

Morgan Stanley

Sabre

SEI

Vanguard

Work highlights

  • Advised Merck in connection with six-plus IT outsourcing transactions.
  • Representing Vanguard in connection with its transformative outsourcing transaction with Infosys.
  • Advising Elevance Health in connection with its strategic IT outsourcing transactions with IBM and Kyndryl.

Tax > Not-for-profit (nonprofit and tax exempt organizations) Tier 1

Morgan, Lewis & Bockius LLP is praised as offering ‘one of the largest and most sophisticated tax-exempt organizations practices in the US’, mainly working from the firm’s Washington DC office. As well as tax-exempt organizations, the group advises large public charities and private foundations (independent and corporate), donor-advised funds, trade associations, colleges, universities, and many other organizations. The practice is helmed by tax exempt organizations expert Celia Roady, and keys lawyers include Tomer Inbar, Megan Bell, and Kimberly Eney, who, along with the other partners in the team, ‘represent every important institution in the sector’ and ‘are expert on every issue impacting the sector, from governance to grantmaking to investing‘. The group’s depth of expertise extends to counsels Caroline Waldner and Lauren Simpson – Simpson’s diverse practice includes advising on establishing and managing relationships between tax-exempt organizations and for-profit entities, and Waldner is adept at advising tax-exempt organizations on ongoing compliance with applicable tax laws.

Practice head(s):

Celia Roady

Testimonials

‘Morgan Lewis has one of the largest and most sophisticated tax-exempt organizations practice in the US. Its lawyers represent every important institution in the sector and the partners are expert on every issue impacting the sector, from governance to grantmaking to investing. They are always looking to innovate to help clients achieve the best outcomes and are incredibly responsive, thorough, and practical.’

‘The lawyers I work with (in particular Celia Roady, Tomer Inbar, and Kimberly Eney) stand out on the basis of their professionalism, sophisticated understanding of the legal issues, responsiveness and client service orientation, and practical approach. They understand the unique pressures facing tax-exempt organizations and provide tailored and actionable legal advice that is consistent with their clients’ missions and values.’

Key clients

Breakthrough Energy (BE)

Work highlights

  • Advised Breakthrough Energy on a diverse range of issues, with a focus on climate change technologies and innovations and environmental impact work.

Tax > US taxes: contentious Tier 1

Morgan, Lewis & Bockius LLP has expertise in many specialty areas, including transfer pricing, benefits and payroll tax, and R&D credits, and is frequently active in litigation for multinationals, foundations, and high-net-worth individuals. The group has particular strength in complex cross-border matters, due to the firm’s extensive international network of offices. Barton Bassett, who splits his time between Silicon Valley and San Francisco, leads the tax litigation practice on the West Coast with Rod Donnelly, in Silicon Valley. Bassett and Donnelly share a focus on the outbound and inbound operations of domestic and foreign multinationals, and cover issues such as transfer pricing matters, Subpart F, and foreign tax credits. Alex Sadler, a leading name in R&D tax credit controversy and litigation, is based in Washington DC, alongside international tax specialist Scott Farmer, federal tax expert Sheri Dillon, and Doug Norton, who made partner in October 2022. Thomas Linguanti, who leads the Chicago practice, covers audits, alternative dispute resolution proceedings, and trial and appellate litigation. John Magee and William Nelson retired in December 2021.

Practice head(s):

Barton Bassett

Other key lawyers:

Alex Sadler; Thomas Linguanti; Michael Kummer; Douglas Norton; Scott Farmer; Rod Donnelly; Sheri Dillon

Key clients

Perrigo Company

George Weiss Associates LLC (GWA)

Western Digital

Medtronic

Best Buy Co., Inc.

CSX

Work highlights

Antitrust > Cartel Tier 2

Led by ‘outstanding attorney’ Clayton Everett Jr, the practice at Morgan, Lewis & Bockius LLP regularly represents a bevy of high-profile corporates in global and domestic cartel investigations and enforcement actions before both US and international antitrust agencies. Everett, praised for his ‘mastery of antitrust law,’ takes the lead on complex and precedent-setting criminal cartel trials from his base in Washington DC, securing immunity and leniency for clients in multijurisdictional investigations and litigation. In addition to significant government agency expertise, the team also has considerable industry-specific expertise, having represented clients from the pharma, electronics, energy, and automotive industries. In Silicon Valley, former DOJ and federal prosecutor Mark Krotoski is a prolific cartel litigator, with a successful track record arguing appeals before federal circuit courts. Boston’s Daniel Savrin represents corporations and executives in criminal antitrust and civil enforcement matters, specializing in consumer protection issues at the state and federal levels.

Practice head(s):

Clayton Everett, Jr.

Other key lawyers:

Testimonials

‘This team combines subject matter expertise, experience with government agencies, and a record of trying cases that makes it top in class in the antitrust space.’

‘Clay Everett – Clay exhibits a mastery of antitrust law, sees angles on factual issues in light of his legal knowledge, and is a strong advocate in the courtroom.’

‘Their team is very minimal and efficient.’

‘J. Clayton Everett, Jr. is an outstanding attorney. He is not only strategic, precise, and responsive, but also has a deep understanding of industries and international business customs/protocols.’

Key clients

BMW Group

Dispute resolution > Corporate investigations and white-collar criminal defense

Morgan, Lewis & Bockius LLP is reputed in the market for its extensive False Claims Act and qui tam work, which the firm handles across a number of jurisdictions for companies and individuals alike. Regulatory inquiries, civil litigation, and criminal investigations brought by enforcement agencies like the DOJ and SEC form part of the group’s portfolio. Seasoned trial lawyer Eric Sitarchuk  in Philadelphia is a go-to attorney for corporations in white-collar matters and leads the practice together with Boston-based Timothy Burke, whose specializations span securities regulatory and litigation matters. The firm further broadened its group with the addition of three former government officials: Justin Weitz and David Plotinsky from the DOJ, as well as Kelly Gibson, who has held varied positions at the SEC, including acting deputy director of the Division of Enforcement.

Practice head(s):

Eric Sitarchuck; Timothy Burke

Testimonials

‘Extensive knowledge of SEC practices and personalities both at the local level and in Washington.’

‘Susan Resely. Empathetic, great at managing a team as well as the expectations of the client.’

‘Jeff Boujoukos: Extraordinarily thoughtful at thinking through legal issues in an objective manner.’

Key clients

DaVita

Teva USA and Cephalon

Rite Aid Hdqts Corp.

Philips Respironics

Paul La Schiazze

Sun Oh

Louie Sanft

Bernard Ross Hansen

Charles Cui

Brian Rice

Delyan Peevski

Tudar Ventures

Dennis Chack

Thom Fischer

Work highlights

  • Representing an individual defendant, Louie Sanft , along with the company Seattle Barrel, in an environmental prosecution brought under the Clean Water Act.
  • Secured a complete defense verdict for Denver-based dialysis company DaVita Inc. in a criminal jury trial alleging that agreements not to solicit employees violated the Sherman Antitrust Act.
  • Representing Teva in national multistate opioids investigations and litigations based on alleged false and misleading marketing of opioid medicines.

Dispute resolution > E-discovery Tier 2

Morgan, Lewis & Bockius LLP‘s ‘well-rounded practice group’ includes lawyers, legal design professionals and engineers, enabling the team to remain attuned to new technologies, while advising clients at every stage of discovery in the full range of controversies, investigations, and litigation. The group is active on behalf on prominent national and multinational clients, with experience managing disputes and data management policies at the international and global level. Practice group leader Tess Blair and deputy practice group leader Scott Milner head the group from Pennsylvania. Blair is a litigator with more than 20 years’ experience in the e-discovery space, who remains active as a thought leader. Milner, who has worked within the team since its launch in 2004, advises on discovery strategies and management plans in numerous industries and jurisdictions. Litigator Tara Lawler, also in Pennsylvania, regularly serves as lead discovery counsel for the team’s core clients.

Practice head(s):

Tess Blair

Other key lawyers:

Tara Lawler; Jennifer Williams; Scott Milner

Testimonials

‘MLB has built a very well-rounded practice group that can assist clients with as much or as little e-discovery as needed. They are very nimble and flexible, which makes them unique.’

‘The team, led by Tess Blair and Scott Milner, are clear industry thought leaders. I value their willingness to collaborate to create case-specific solutions and not try to “fit square pegs in round holes.”’

‘The biggest differentiator is the knowledge. This team does not just know discovery case law or legal best practices, they know the technical side.’

‘Scott Milner has been the main partner. He knows the space and understands the concerns of in-house counsel. Scott was available 24/7, responsive, and hit his timelines. Scott doesn’t over sell, but delivers results. I would recommend Scott to others.’

Key clients

General Electric Company (GE)

Merck & Co., Inc.

Work highlights

  • Handling General Electric’s entire internal legal hold management process, including all aspects of the legal hold process, including running GE’s legal hold technology platform and working side by side with GE’s legal department attorneys.
  • Serving as national discovery counsel for Cigna on all aspects of discovery across its entire litigation/investigation portfolio. Following Cigna’s merger with Express Scripts, our work has now expanded to counseling and serving as NDC to the combined Cigna/Express Scripts organization.
  • Acting as national discovery counsel for Capital One, representing the bank across all lines of business.

Dispute resolution > General commercial disputes Tier 2

Morgan, Lewis & Bockius LLP expanded its footprint in June 2022, absorbing Seattle-based litigation boutique Calfo Eakes and subsequently boasting the practice’s client roster of national and international corporations, in addition to financial institutions. Noted for its capability in class actions and trials, the team has demonstrable experience across the healthcare and life sciences, technology and energy sectors. In the firm’s Philadelphia office, Gordon Cooney heads the global litigation practice and is noted for his expertise representing clients in crisis situations, while New York-based Susan DiCicco leads the commercial litigation practice. Philadelphia’s Troy Brown focuses on M&A disputes and New York-based Brian Herman acts for banks, private equity funds and hedge funds across a range of civil disputes and class actions, while Chicago’s Elizabeth Herrington has experience in the automotive and mobility sector. New members of the team following the merger include Patty Eakes and Angelo Calfo, who co-lead the firm’s Seattle office.

Practice head(s):

Gordon Cooney; Susan DiCicco

Other key lawyers:

Brian Herman; Elizabeth Herrington; Patty Eakes; Angelo Calfo; Michael Kraut; Molly Moriarty Lane

Key clients

Anthem Inc.

Oracle USA, Inc., Oracle America, Inc., and Oracle International Corp. (Oracle)

Southern California Gas Company (SoCalGas) and Sempra Energy

Toyota

NiSource, Inc.

NIBCO Inc.

Zimmer Biomet Holdings Inc.

Expedia, Inc.

Exxon Mobil Corporation

Work highlights

  • Defended Anthem in several cases in California arising under concerning the Mental Health Parity and Addiction Equity Act, which requires health plans to cover “essential health benefits”.
  • Secured a complete motion to dismiss victory for Zimmer, Inc. in a post-stock purchase agreement dispute in the U.S. District Court for the Northern District of Indiana.
  • Successfully negotiated favorable settlements with three property developer plaintiffs, resolving substantial damages claims against SoCalGas, leaving just one active trial plaintiff remaining.

Dispute resolution > Product liability, mass tort and class action - defense: pharmaceuticals and medical devices Tier 2

Leveraging the expertise of practitioners throughout the country with product liability, regulatory and government investigations prowess, Morgan, Lewis & Bockius LLP advises pharma and medical devices companies, both from a risk management perspective as well as through the life cycle of litigation. The firm has been particularly visible in the high-profile opioid litigation, continuing to act for both Teva Pharmaceuticals and Rite Aid, as they seek to face down lawsuits filed by state attorneys general and local governments throughout the country. Pittsburgh-based litigator Wendy West Feinstein excels in jury trials, as well as securing summary judgment as a result of pretrial strategy and cross-examination of experts. Notably, in a nearly five-month trial conducted entirely over Zoom as a consequence of Covid-19, she obtained the first trial defense victory in the national prescription opioid litigation in California for Teva. Washington DC-based partner Paul Zevnik heads up the product liability, tort and insurance practice.  

Practice head(s):

Paul Zevnik

Other key lawyers:

Yardena Zwang-Weissman; Wendy West Feinstein; John Lavelle; Collie James; Nancy Patterson; Harvey Bartle; Mark Fiore; Evan Jacobs; Adam Teitcher; Adam Hammoud; Katherine Vaky; Maureen Barber; Monica Pedroza

Key clients

Teva Pharmaceuticals and affiliates

Rite Aid Hdqtrs Corp.

Philips Respironics

Aurobindo Pharmaceuticals

Merck

Work highlights

  • Represented Teva Pharmaceuticals and affiliates in securing the first trial defense victory in the national prescription opioids litigation in California.
  • Representing Philips Respironics for the MDL resulting from the ongoing voluntary recall of certain Philips Respironics CPAP, BiPAP, and mechanical ventilator prescription medical devices.
  • Representing Rite Aid in the MDL —In re National Prescription Opiate Litigation (MDL No. 2804)—pending in the US District Court for the Northern District of Ohio.

Dispute resolution > Securities litigation: defense Tier 2

Morgan, Lewis & Bockius LLP is highly regarded not only for its work in issuer-based class actions, but also high-profile regulatory matters before the SEC and the DOJ. Timothy Burke in Boston and Philadelphia-based partners Jeff Boujoukos and Kelly Gibson lead the securities enforcement and litigation practice. Gibson, who joined in 2022 from the SEC, is a key advisor on regulatory enforcement matters. Charlene Shimada in San Francisco is the firm’s standout partner for securities litigation defense, corporate governance, class actions, and complex commercial litigation. She is representing JP Morgan Securities LLC and nine other underwriters in a case arising out of Bloom Energy’s $270m IPO, in which plaintiffs allege that the offering documents contained false or misleading statements about the company’s products and operations. She has already narrowed the case by securing dismissals of restatement-related securities claims. Jordan Hershman in Boston is the lead litigation partner in the practice, and he recently secured the dismissal of a derivative suit against Synchronoss Technologies, Inc., which was accused of breaching its fiduciary duties in its sale of a business line. Also noteworthy is Michael Kichline in Philadelphia.

Practice head(s):

Timothy Burke; Jeff Boujoukos; Kelly Gibson

Other key lawyers:

Jordan Hershman; Charlene Shimada; Michael Kichline

Key clients

J.P. Morgan Securities LLC

Needham & Company, LLC

Goldman Sachs & Co. LLC

Bank of America Securities, Inc.

Jefferies LLC

Morgan Stanley & Co. LLC

Synchronoss Technologies, Inc.

Casa Systems, Inc.

Tudor Ventures

Buckeye Partners LP

Axsome Therapeutics Inc

The Penn Mutual Life Insurance Company

Work highlights

  • Representing J.P. Morgan Securities LLC and 9 other underwriters for Bloom Energy’s July 2018 initial public offering in parallel securities class actions filed in the U.S. District Court for the Northern District of California and California Superior Court.
  • Secured a dismissal with prejudice in a shareholder derivative lawsuit against the directors of Synchronoss Technologies Inc.
  • Secured the complete dismissal of a securities class action for our clients, Casa Systems Inc. and several of its current and former directors and officers (D&Os).

Energy > Energy regulation: electric power Tier 2

Morgan, Lewis & Bockius LLP is a trusted legal adviser to energy companies, most notably on advanced nuclear startups, companies developing and deploying energy storage resources, offshore wind developers and transmission development companies. The group advises clients to develop policy agendas, with lawyers sitting among regulators on government mandates, including EPA and CARB climate change-related rulemaking. In addition, the practice is adept in regulatory compliance issues, wrongdoing and strategic planning around the Nuclear Regulatory Commission (NRC), FERC, CFTC and NERC. Daniel Skees  represents utilities before FERC and other agencies on rate, regulatory and transaction matters, while Tim Matthews has a background in the nuclear power industry, and represents electric utilities, nuclear industry suppliers and other licensees before the NRC and DOL, with counselling including investigations, discrimination allegations and regulatory compliance matters. Stephen Spina has a strong FERC practice and also counsels clients on the implications of regulations aimed at reducing carbon emissions from existing power plants, alongside helping clients invest in alternative energy sources to meet energy sustainability goals. Lawyers mentioned are members of the Washington, DC office, which is also home to associate Grant Eskelsen, an expert in nuclear power.

Practice head(s):

Stephen M. Spina; Elizabeth Hanigan

Other key lawyers:

J. Daniel Skees; Timothy P. Matthews; Jane Accomando; Alex Polonsky; Paul Bessette; Grant Eskelsen

Work highlights

  • Secured a win and $29M refund for Xcel Energy Inc. subsidiary Southwestern Public Service Company in a multiyear tariff challenge before FERC.
  • Representing Ameren in proceedings before FERC regarding reactive power rate filings made by several different wind- and solar-power developers who will be interconnecting with Ameren’s transmission system.
  • Advising Pacific Gas & Electric on seeking expedited NRC approval of the Diablo Canyon Nuclear Power Plant after the California Legislature and Governor reversed course on mandatory shutdown.

Energy > Energy regulation: oil and gas Tier 2

The energy and project development team at Morgan, Lewis & Bockius LLP handles a broad range of oil and gas matters, including projects relating to LNG, RNG and gas-fired generation. The firm acts as a one-stop shop for all aspects of FERC, CFTC and DOE regulations for natural gas companies, particularly concerning certification and approval of new pipelines, administrative litigation, federal regulatory compliance and appellate litigation. Kirstin Gibbs is a standout name in the market, leading the firm’s energy industry team and the climate change and sustainability working group. Gibbs regularly represents pipelines, producers, traders, marketers and utilities on a variety of regulatory issues, while Pamela Wu advises on matters concerning rates, market regulation and energy commodity trading before FERC and CFTC. Associate Arjun Ramadevanahalli assists on issues regarding wholesale markets, utilities transactions and enforcement proceedings. Stephen Spina jointly leads the practice alongside Chicago-based Elizabeth Hanigan. All named lawyers operate from the firm’s Washington DC office, unless stated otherwise.

Practice head(s):

Elizabeth Hanigan; Stephen Spina

Other key lawyers:

Key clients

South Jersey Industries

Spire Marketing, Spire Storage West, and Spire Midstream

Equinor Natural Gas

Duke Energy, Piedmont Natural Gas, Duke Energy Kentucky, and Duke Energy Ohio

Diversified Gas & Oil Corp., Diversified Midstream, Diversified Energy Marketing

Summit Utilities

Shell Trading (US) Company

Cheniere

ENGIE Energy Marketing, Inc.

Kinder Morgan/Hiland

Work highlights

  • Advising South Jersey Industries regarding an investment and development in renewable natural gas projects across the northeast that will allow the SJI gas utilities to decarbonize the company’s footprint in New Jersey.
  • Advised Summit Utilities in its acquisition of two natural gas local distribution companies located in Arkansas and Louisiana from CenterPoint.
  • Representing the Diversified companies in connection with Eastern Gas Transmission’s general NGA Section 4 rate case filing to increase its rates and implement other onerous tariff proposals.

Energy > Renewable/alternative power Tier 2

Environment > Environment: litigation Tier 2

Morgan, Lewis & Bockius LLP offers client support in both environmental litigation and regulatory matters, and is considerably experienced in enforcement investigations, mass tort litigation, hazardous waste cases, remediation matters and NRD issues. The team is also strong in permitting and compliance relating to large energy, infrastructure and development projects. The group is led by James Dragna in Los Angeles and John McGahren in Princeton, with Dragna advising energy, aerospace, and manufacturing clients across the country on litigation and environmental crises, and McGahren acting as a key name for Superfund and RCRA litigation, and CWA and CAA proceedings. The Princeton-based Stephanie Feingold is recommended for investigations and enforcement actions brought by environmental agencies. Angelo Calfo joined in Seattle from Calfo Eakes in the summer of 2022; Jeffrey Hurwitz retired; and David Brown in Los Angeles and Doug Hastings in Washington DC were promoted to partner.

Practice head(s):

James Dragna; John McGahren

Other key lawyers:

Duke McCall; Stephanie Feingold; Randall Levine; Ariel Kapoano; Sean Radomski; Angelo Calfo

Key clients

Shell

Honolulu Board of Water Supply

Southern California Gas Company and Sempra Energy

Verizon Communications Inc., and GTE Operations Support Incorporated, GTE Sylvania Incorporated and Sylvania Electric Products Inc. (GTE Sylvania Defendants)

The Sherwin-Williams Company

C&I Leasing

The Chemours Company (Chemours) and E.I. du Pont de Nemours and Co. (DuPont)

SL Industries

ExxonMobil

Sephora USA

Occidental Petroleum Corporation and Anadarko Petroleum Corporation

Handy & Harman, Handy & Harman Electronic Materials Corp., Steel Partners Holdings, L.P., and Plessey Incorporated

CNA Holdings LLC (Celanese)

Mitsui E&P USA, LLC

Weston Solutions, Inc.

Work highlights

  • Represented Shell as plaintiff in obtaining a unanimous $133m jury verdict in an environmental cost recovery lawsuit.
  • Successfully represented the Honolulu Board of Water Supply (BWS) in a series of administrative proceedings and lawsuits arising from the contamination of Hawaii’s drinking water resources by the fuel storage operations of the US Navy at the Red Hill Bulk Fuel Storage Facility.
  • Serving as coordinating and litigation counsel for SoCalGas and Sempra Energy handling more than 394 individual and government complaints involving more than 48,000 individual plaintiffs, multiple class actions, six derivative/securities lawsuits, one criminal proceeding, a Proposition 65 claim, and several administrative enforcement proceedings, including related appeals to the Court of Appeal and the California Supreme Court, among other matters arising from the 2015-2016 natural gas leak at the Aliso Canyon storage facility.

Environment > Environment: regulatory Tier 2

Morgan, Lewis & Bockius LLP offers coast-to-coast expertise on high-profile regulatory and litigation matters, with a strong presence in Los Angeles and Princeton. It offers a wealth of experience in contamination cases and investigations and enforcement matters by regulators, as well as remediation issues. James Dragna and Princeton’s John McGahren lead the practice, with Dragna experienced in environmental crises in the energy, aerospace, and manufacturing industries, and McGahren a key name for compliance, litigation and natural resource damage claims. In San Francisco, Ella Foley Gannon is recommended for obtaining and defending entitlements against administrative and judicial challenges, and is active in state and federal courts, While Rick Rothman handles environmental and energy litigation. David Brown was recently promoted to partner, alongside Washington DC’s Doug Hastings, and is active in regulatory and compliance matters pertaining to air quality, water quality, hazardous substances, and climate change. Angelo Calfo joined from Calfo Eakes in Seattle and Jeffrey Hurwitz retired. Lawyers based in LA unless otherwise stated.

Practice head(s):

James Dragna; John McGahren

Other key lawyers:

Testimonials

‘John McGahren and Christopher McAuiliffe  are both experts in the field, delivering on complex and time sensitive programs with deliberate care, efficiency and the highest quality work.’

Key clients

Wallace Silversmiths de Puerto Rico, Ltd., a subsidiary of Lifetime Brands, Inc. (WSPR)

Superfund Settlements Project and the Resource Conservation and Recovery Act (RCRA) Corrective Action Project

Verizon Communications Inc., and GTE Operations Support Incorporated, GTE Sylvania Incorporated and Sylvania Electric Products Inc. (GTE Sylvania Defendants)

Sherwin-Williams

BKK Joint Defense Group

Sunoco Pipeline L.P.

Sephora USA

Stepan Company

Work highlights

  • Representing Wallace Silversmiths de Puerto Rico, Ltd., a wholly owned subsidiary of Lifetime Brands, Inc., in connection with the San Germán Ground Water Contamination Superfund Site, located in San Germán, Puerto Rico.
  • Representing the Superfund Settlements Project and the RCRA Corrective Action Project, two leading industry advocacy groups that focus on the laws that govern management and clean up of contaminated sites.
  • Representing Sephora in lawsuits filed by Environmental Health Advocates alleging violations of California’s Safe Drinking Water and Toxic Enforcement Act (Proposition 65).

Finance > Structured finance: derivatives and structured products Tier 2

Morgan, Lewis & Bockius LLP is noted for its capability in handling transactional, regulatory and enforcement matters across a broad range of asset classes, including equity, commodity, interest rate, currency, agricultural and weather derivatives products. The team, which is well-placed to advise on insolvency-related mandates, sits within the firm’s wider investment management group and has experience in the financial services, energy and agricultural sectors. Praised as ‘exceptionally sharp, resourceful and responsive’, New York based Thomas D’Ambrosio focuses on structured and derivatives transactions, often encompassing regulatory and insolvency issues, and jointly leads the team alongside Michael Philipp, who operates from the firm’s office in Chicago. In Boston, Edwin Smith handles equity and credit derivatives, interest rate and currency swaps, total return swaps, and other commodity swaps, while Katherine Dobson Buckley advises on cross-border and US futures, derivatives and prime brokerage matters. Key clients include NextEra Energy, Entergy Corporation and KalshiEX Inc., among others.

Practice head(s):

Thomas D’Ambrosio; Michael Philipp

Testimonials

‘Thomas D’Ambrosio is exceptionally sharp, resourceful and responsive. Incredibly thorough and creative in addressing problems.’

Key clients

Entergy Corporation

Ameren Corporation

NextEra Energy, Inc.

esVolta

Citibank

Corporate Office Properties Trust

Long Road Energy

BNY Mellon

BNP Asset Management

Bitfinex

Exodus Point Capital Management

Citadel

American Water Works Company

KalshiEX Inc.

Merrill Lynch

Work highlights

  • Represented NextEra Energy in the sale of a $1.95bn offering of 40 million equity units.
  • Assisted KalshiEX Inc. in its event market product listing regulatory analysis and ongoing interaction with the SEC.
  • Assisting Entergy Corporation with transactions related to the representation of Entergy’s prior establishment of a $1bn at-the-market equity issuance program and increase of the program to $2bn.

Healthcare > Life sciences Tier 2

Intellectual property > Patents: licensing Tier 2

Morgan, Lewis & Bockius LLP is noted for its expertise in patent and technology transactions, specifically matters relating to patents licensing and strategic alliances in the semiconductor, software, and life sciences industry, also offering expertise across including e-commerce, medical devices, fintech, and specialty chemicals. The team further stands out for its strength in handling both domestic and international matters and is a destination for global companies in Japan, China, and India as well as US companies seeking to expand into the Asian market. The  practice is led by Dion Bregman in Silicon Valley whilst Benjamin Pensak oversees matters in both Chicago and San Francisco. Louis Beardell leads the firm’s global intellectual property practice from Philadelphia with a focus on emerging life science companies, specialty chemical companies, and defense sector companies. Princeton’s Alan Leeds heads the firmwide life sciences transaction practice with decades of experience representing emerging and established pharmaceutical companies in complex collaborations.  Silicon Valley-based Rahul Kapoor is noted for his breadth of experience coordinating cross-border technology-licensing deals across Asia.

Practice head(s):

Louis Beardell; Dion Bregman; Alan Leeds; Benjamin Pensak

 

Other key lawyers:

Testimonials

David Glazer and Alan Leeds are outstanding lawyers – amongst the very best.

Key clients

Merck

Eli Lilly and Co.

Takeda Pharmaceutical Co.

GlaxoSmithKline

Regeneron

Affini-T Therapeutics, Inc.

Acrivon Therapeutics, Inc.

Xperi Corporation

Western Digital (SanDisk)

SpotOn Transact

Samsung

Work highlights

  • Assisted Xperi Corporation with the technology and IP aspects of splitting this public company into two public companies—a product company and an IP licensing company.
  • Represented Merck in its collaboration agreement with Orna Therapeutics.
  • Represented Takeda Pharmaceutical Co. in its collaboration agreement with Code Biotherapeutics Inc to design and develop gene therapies for rare-disease indications.

Intellectual property > Patents: prosecution (including re-examination and post-grant proceedings) Tier 2

The team at Morgan, Lewis & Bockius LLP, which has a bicoastal presence, is led by Philadelphia-based Louis Beardell and Silicon Valley-based Dion Bregman. The team handles matters spanning a broad array of industry sectors, including life sciences, automotive, consumer products and electrical, with standout work including advising on internet technologies which have developed as an indirect result of Covid-19, for such major clients as Walmart, a key relationship for partner Manita Rewat, who joined the Silicon Valley office from Duane Morris LLP in September 2022. Internal team changes have also significantly impacted the firm’s practice, notably the October 2022 promotions to partner of Silicon Valley-based patent prosecution and PTAB specialist Alexander B Stein, and Philadelphia-based Deping Chai, who is developing a specialism in international prosecution matters, particularly in the area of material sciences. Boston-based Stephen Altieri, noted as ‘outstanding’, has strong capabilities in advising emerging life sciences companies in particular.

Practice head(s):

Louis Beardell; Dion Bregman

Other key lawyers:

Gary Williams; Tae-Woong Koo; Hosang Lee; Janice Logan; Todd Hales; Stephen Altieri; Manita Rawat; Alexander Stein; Deping Chai; Christina MacDougall

Testimonials

‘The attorneys and technical specialists in the team have deep and useful insights into the field; many team members hold PhDs.’

‘Janice Logan is particularly adept in assisting Asian clients as she is multilingual. She and her team members can discuss cases in detail with us, which makes them special.’

‘The team at Morgan respond quickly and efficiently to our issues, and did so throughout the pandemic.’

‘Todd Hales handles all our patent and IP work and is exceptional. He is patient, effective and efficient and manages all members of my team in this area very well.’

‘Stephen Altieri is outstanding. Far and away the best patent attorney with whom I have ever worked in my 30 years of biotech experience.’

‘Stephen Altieri provides all aspects of patent services from writing and prosecuting, to providing business and freedom-to-operate advice, to negotiating licenses. He is highly skilled. His prosecutions are very effective. He also has an unequalled capacity to understand the nuances of the science presented to him and to identify those aspects that would be most valuable and protectable.’

Key clients

Tanium Inc.

Walmart Inc.

Heat Biologics (renamed NightHawk Biosciences, Inc.)

SalioGen Therapeutics Inc.

Hyundai Motor Company  and Kia Motors

POSCO

Samsung Electro-Mechanics Co. Ltd.

JC Medical, Inc.

Becton Dickinson and Company

Vyaire Medical

Work highlights

  • Filing and prosecuting hundreds of patent applications for Walmart, related to its online computing retail platforms.
  • Working with Hyundai and Kia entities and their local Korean counsel in the filing of large numbers of US patent applications and in responding to the USPTO actions related to those applications.
  • Assisting POSCO on the prosecution and ex parte re-examination of, and are currently providing legal advice on strategy in, the patent-infringement case asserted by a world-renowned steel manufacturing company.

Investment fund formation and management > Alternative/hedge funds Tier 2

As part of a substantial international offering on hedge and alternative funds, Morgan, Lewis & Bockius LLP‘s US practice group advises clients ‘on every action of alternative/hedge funds life‘. Its client list features all types of domestic and offshore hedge funds seeking a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds, and permanent capital vehicles. Amongst its varied caseload, 2022 saw the team follow the trend in macro-focused funds being particularly active. Jedd Wider, appreciated by clients for his ‘encyclopaedic knowledge of both the hedge fund/alternative and asset owner side‘, leads the department from the firm’s New York office. Joseph Zargari is another key contact in New York, while at the Boston office, Stephen Tirrell and Richard Goldman are experienced names in the market. In Miami, Ethan Johnson comes with client recommendation as ‘a reservoir of expertise on US regulatory and fund matters‘, and at the associate level, Justine Le in Boston is an up-and-coming name in the market.

Practice head(s):

Jedd Wider

Other key lawyers:

Richard Goldman; Stephen Tirrell; Zeke Johnson; Ethan Johnson; Joseph Zargari; Ruoke Liu; Christopher Dlutowski; Justine Le

Testimonials

‘Morgan Lewis is one of the few firms that take a true 360 approach to their client – they assist their clients on every action of alternative/hedge funds life, from inception, formation, securities, regulation, transaction, labor and employment, immigration, intellectual property to succession planning. There are very few major law firms that approach the quality, global reach and consistency of superb service that Morgan Lewis routinely provides. A truly exceptional alternative/hedge fund practice. The firm is constantly on the cutting edge of new fund structures and products. Morgan Lewis was one of, if not the pioneer, of the fund-of-one and hybrid fund products, representing many of the largest SWF, Pension and alternative fund managers. They were effectively among the first to reconfigure standard hedge fund economics into hybrid private equity fund economics, at a time when very few if any competitors were.’

‘Jedd Wider’s encyclopaedic knowledge of both the hedge fund/alternative and asset owner side, enables him to play chess as a grandmaster does, where he is always multiples steps ahead of both the market and the other side of the negotiating table. His work ethic and dedication to his clients is unparalleled, and he is available 24/7. Jedd’s knowledge, enthusiasm, legal expertise and leadership are the driving force that inspires the innovation of Morgan Lewis’s hedge fund/alternative practice. What differentiates Jedd from competitors is his negotiating skills as he is the ten thousand pound gorilla in the room in a negotiation, and superior to most if not all competitors. Jedd’s knowledge of the industry and the fact that he constantly has his finger on the pulse of new directions and trends within the market, and how to best extract the economic value of those for his clients truly differentiates him from the rest of the industry.’

‘Morgan Lewis assists us on our investment funds and US regulatory matters. Morgan Lewis is uniquely positioned in being one of the early US firms in Asia doing funds work so they really understand the Asia market, while still providing expert US regulatory advice.’

‘Ethan Johnson is a reservoir of expertise on US regulatory and fund matters. Not only does he understand the law, but perhaps more importantly, he understands our business and is able to tailor advice that directly addresses our concerns.’

Key clients

AQR Capital Management

Calamos Wealth Management, LLC

California Public Employees’ Retirement System (CalPERS)

Capula Investment Management LLP

Credit Suisse Hedging-Griffo

Davidson Kempne

ExodusPoint Capital Management

Fortress Investment Group

Geode Capital Management

Goldman Sachs

The GreensLedge Group

Innocap Investment Management

Lone Alpha Capital Management

Millennium Management

Morgan Stanley

Parsifal Capital Management

Sculptor Capital Management (f/k/a Och-Ziff Capital Management)

Sciens Capital Management

State Board of Administration of Florida

Two Sigma Investments

Tenaron Capital Management

Tudor Investment Corporation

Labor and employment > Employee benefits, executive compensation and retirement plans: transactional Tier 2

Maintaining its strong position in the field, Morgan, Lewis & Bockius LLP specializes in representing clients from many industries, including education, automotive and technology, in complex M&A and IPO transactions. The firm’s transactional practice provides a comprehensive service to global and domestic clients, demonstrating significant strength in drafting and negotiating employment, severance, and executive compensation agreements. Craig Bitman heads the department, bringing in-depth knowledge of assisting corporations with health and welfare plans and equity compensation from the New York office. From Philadelphia, Amy Pocino Kelly acts as the deputy practice leader, while Robert Lichtenstein handles executive compensation issues arising in spin-offs, and David Zelikoff’s expertise lies in benefits-related negotiations for M&A and private equity buyouts. In New York, Gary Rothstein supports employers, financial sponsors and executives in compensation arrangements, and Austin Lilling focuses on corporate and partnership equity, having joined the firm from Stroock & Stroock & Lavan LLP in October 2022. Washington DC-based Patrick Rehfield concentrates on payroll tax and employee fringe benefits, and in Chicago, Julie Stapel advises clients on ERISA fiduciary issues. Philadelphia-based associate Gena Yoo is noted for her knowledge of prohibited transactions rules.

Practice head(s):

Craig Bitman; Amy Pocino Kelly

Other key lawyers:

Robert Lichtenstein; Austin S. Lilling; Patrick Rehfield; Gary S. Rothstein; Dan Salemi; Julie K. Stapel; Mims Maynard Zabriskie; David Zelikoff; Gina Lauriero; Erin Randolph-Williams; Sage Fattahian; Carley Clark; Rachel Mann; Gena Yoo

Key clients

Frontline Education

Ellucian

Rue Gilt Groupe

Greater Sum Ventures

Infinity Biologix

KONS MSO Holdings, LLC

FirstLight

Work highlights

  • Advised Rue Gilt Groupe, Greater Sum Ventures, Infinity Biologix on a range of corporate, regulatory, M&A, securities, and employee benefits and executive compensation issues.
  • Represented the management of Frontline Education in Thoma Bravo’s sale of the portfolio company to Roper Technologies Inc. for $3.725 billion.
  • Represented the management team of Ellucian in the company’s sale to Blackstone and Vista Equity Partners, advising Ellucian’s management team with regard to employment, equity, and compensation issues.

Media, technology and telecoms > Technology transactions Tier 2

Morgan, Lewis & Bockius LLP is praised for its ‘clear depth of experience‘ and its ability to always ‘help find creative alternatives to the most complex of situations‘. Clients also credit the firm for being ‘a true business advisor that can help you think through the business impact of the legal decisions‘. The practice has a strong focus on the full range of IP transactions and licensing agreements, as well as other forms of outsourcing and commercial contracts. Coupled with this is a high level of support on technology-related M&A across multiple sub-sectors, including telecoms, cleantech, semiconductor devices., social media and software. Boston-based global practice head Doneld Shelkey has a good track record in cloud-based technologies, NFTs, robotics, data analytics and blockchain. Other key partners include Barbara Melby in Philadelphia and Rahul Kapoor in Silicon Valley, who leads the West Coast practice. New York corporate partner Sheryl Orr  is particularly active on the M&A side.

Practice head(s):

Doneld Shelkey

Other key lawyers:

Testimonials

‘Clear depth of experience, always able to help find creative alternatives to the most complex of situations, an understanding of the importance of legal strategy in managing company initiatives phase by phase.’

‘What I appreciate about the legal team at Morgan Lewis is that they provide me sound guidance on not simply the pure legal issues affecting my company, but how the legal strategy/ approach can further assist my business partners in achieving their goals.’

 

Key clients

AES Corporation

AmerisourceBergen

Aras Corporation

Axon Enterprise, Inc.

Becton Dickinson

Blue Cross Blue Shield of Louisiana

Colgate-Palmolive

DigitalBridge Group, Inc.

Elevance Heath (fka Anthem)

Embecta

GW Lisk Co., Inc.

Independence Blue Cross (IBC)

Ingram Micro

Merck

New Imagitas (a Red Ventures portfolio company)

Omnispace

Oracle

Ortholite

OTO Systems, Inc.

Platinum Equity

Ravenswood Solutions

Relay Networks

Sabre

Samsung

SanDisk

Sandvik, Inc.

SEI

SpotOn Transact

Third Point Ventures

Turtle Beach

Vanguard

Western Digital (SanDisk)

Xperi Corporation

Zayo Group Holdings, Inc.

ZOA Energy, LLC

Work highlights

  • Representing Sabre, a leading software and technology provider that powers the global travel industry, in several transactions, including the negotiation of a 10-year strategic partnership with Google as Sabre’s preferred cloud provider.
  • Representing Vanguard, the wealth management giant, in its 10-year strategic partnership with Infosys that is designed to deliver a technology-driven approach to DC plan administration and fundamentally reshape the corporate retirement plan experience for Vanguard’s 1,500 plan sponsors and 5 million participants.
  • Representing Avalon Corp, an electronics entertainment start-up developing patentable technology to deliver a metaverse style gaming experience primarily leveraging blockchain technologies.

Media, technology and telecoms > Telecoms and broadcast: regulatory Tier 2

From the Washington DC practice, Morgan, Lewis & Bockius LLP represents a number of hi-tech and international companies in the regulatory aspects of major transactions in the telecoms space, with a large and growing volume of work relating to infrastructure in the sector. The team’s particular specialisation in assisting foreign-owned companies has been further developed by David Plotinsky, who applies his experience working in the US Department of Justice and the FCC to national security and international matters, just as the October 2022 return of Denise Wood from an in-house position with a leading tech company strengthens the practice’s hand in advising other such clients. The team is led by the highly-experienced practice head Andrew D. Lipman and deputy practice head Catherine Wang, who uses her corporate expertise in her focus on the regulatory aspects of M&A and financing transactions. Other lawyers of note are Ulises Pin, whose track record in Latin America makes him a highly-sought authority in cross-border mandates concerning investment, infrastructure, and foreign ownership; Tamar Finn, who is active in universal service and broadband funding; and Ronald Del Sesto, Jr, who bolsters the telecoms team with his experience leading the firm’s technology group.

Practice head(s):

Andrew D. Lipman; Catherine Wang

Other key lawyers:

Key clients

China Telecom Americas Corporation

Zayo Group Holdings, Inc.

DigitalBridge Group, Inc.

Huawei Technologies

Cincinnati Bell

Hawaiian Telecom

John Deere & Co.

OneWeb

Consolidated Communications Holding, Inc.

Uniti Group

Globenet Cabos Submarinos S.A.

HRL Morrison & Co.

Shure, Incorporated

Hawaiki Submarine Cable LP

EQT AB

Inteliquent

GI Partners Acquisitions LLC

Apollo Capital

Work highlights

  • Advised China Telecom (Americas) Corporation on telecommunications regulatory and related national security issues regarding its regulated operations in the US.
  • Advised DigitalBridge Group, Inc. on its acquisition of Switch, Inc. for $11 billion USD and its acquisition of a majority stake in GD towers for €10.7 billion EUR.
  • Advised OneWeb on its acquisition of TrustComm Inc., a Texas-based provider of managed satellite communications for an undisclosed amount.

Media, technology and telecoms > Telecoms and broadcast: transactions Tier 2

Morgan, Lewis & Bockius LLP has a strong record in telecoms infrastructure deals, working on an international scale in representing major infrastructure funds and telecoms companies in the acquisition and sale of infrastructure assets. The Washington DC-based practice has been bolstered by the addition of David Plotinsky and Denise Wood from the Department of Justice and an in-house position in the sector respectively, providing further depth of expertise in transactions related to foreign-ownership and high-profile market players. Andrew D. Lipman leads the practice, regularly advising major funds and banks, working alongside deputy practice head Catherine Wang, who uses her corporate expertise in her focus on M&A and financing transactions. Ulises Pin is noted for his cross-border work in infrastructure investment; Andrew Ray has extensive M&A experience as the head of the corporate and business transactions team; Kimberly Taylor is similarly active in the M&A space, while Tamar Finn has a greater focus on the regulatory aspects of such transactions; and Ronald Del Sesto, Jr brings his expertise in technology.

Practice head(s):

Andrew D. Lipman; Catherine Wang

Other key lawyers:

Testimonials

We have found that the MLB team is extremely knowledgeable about the sectors that we work with them in. We have done 3 different transactions (2 fiber, 1 towers) and have been very impressed with the depth of the MLB team’s understanding of each sector, the key financial drivers and risks of the sectors and the different ways to approach mitigating these risks. This depth of knowledge has proven useful on all transactions that we have worked with them on.’

‘Their experience in the sector ensures that they are cutting-edge on market trends, key approaches and have a good sense of what really matters on a fiber or towers transaction.’

We have had numerous very positive experiences with Kimberly Taylor. She had lead all transactions that we have worked with MLB on and we have developed a real appreciation for her guidance. She is practical, commercially and really understands the businesses. She digs in at the appropriate times and has a great sense when we need/want her to take over and drive things forward (and when we need a bit of time to work through things before we\’re ready to drive). She has become truly indispensable to us on our fiber/towers transactions. We have also worked with Kim and the MLB team on a couple of add-on transactions for our portfolio companies. She has a really good handle on how to do the smaller add-on deals. Pricing is very economical, but she has a good sense of what are big ticket items and manages the transaction process skillfully to ensure that nothing that is critical to us will ever be unaddressed.’

Key clients

Zayo Group Holdings, Inc.

DigitalBridge Group, Inc.

Cincinnati Bell

Hawaiian Telecom

OneWeb

Globenet Cabos Submarinos S.A.

HRL Morrison & Co.

Hawaiki Submarine Cable LP

EQT AB

Inteliquent

GI Partners Acquisitions LLC

Stratus Networks

CBRE Caledon Capital Management Inc.

FirstLight

Global Cloud Xchange

ImOn Communications LLC

Grain Management, LLC

Atlantic Broadband

Apollo Capital

SDC Capital Partners

Work highlights

  • Advised Cincinnati Bell on its acquisition by Macquarie Infrastructure Partners for $2.9 billion USD.
  • Advised DigitalBridge Group, Inc. on its acquisition of Switch, Inc. for $11 billion USD and its acquisition of a majority stake in GD towers for €10.7 billion EUR.
  • Advised OneWeb on its acquisition of TrustComm Inc., a Texas-based provider of managed satellite communications for an undisclosed amount.

Tax > US taxes: non-contentious Tier 2

Transport > Rail and road: finance Tier 2

Particularly active in advising automotive and energy sector businesses, Morgan, Lewis & Bockius LLP‘s transportation team is highly focused on the evolving legal issues surrounding the development and deployment of electric vehicles. In addition to finance, corporate and structured deals, the broad automotive practice represents automotive and mobility companies in litigation, labour and employment issues, IP protection and litigation, energy regulations and transactions, and antitrust and consumer protection matters. Philip Russell, who divides his time between the firm’s Chicago and New York offices, is an expert in representing clients in public and private offerings of debt and equity securities that are secured by auto loans and leases; and, working across the firm’s Silicon Valley and San Francisco offices, Rahul Kapoor focuses on commercial, IP, and technology deals. In New York, Robert Dickey‘s experience includes representing large numbers of automotive and mobility sector companies, and global leader of the structured transactions practice Reed Auerbach routinely advises on auto loan and lease receivables.

Practice head(s):

Philip Russell

Key clients

Driveway Finance Corp

Pentagon Federal Credit Union

Livent Corporation

Hyundai Mobis

Work highlights

  • Represented Driveway Finance Corp (and its affiliates) in the issuance of $344.4m of asset-backed notes, which were issued by LAD Auto Receivables Trust 2021-1.
  • Acted for Pentagon Federal Credit Union (as sponsor) on a $489m securitization of direct automobile loans.
  • Represented Hyundai Mobis in the Series B-1 preferred stock financing of Zendar.

Antitrust > Merger control Tier 3

Morgan, Lewis & Bockius LLP offers an active HSR-focused practice, advising a wide range of major companies in industries such as tech, defense, and life sciences, as well as private equity funds including Apollo and Digitalbridge, on pre-merger notifications for strategic acquisitions, as well as handling DOJ and FTC investigations and regulatory challenges. The team is noted for its cross-border capabilities, representing clients throughout the approval process for multijurisdictional deals, including its standout work for Perrigo on its $1.9bn acquisition of HRA Pharma, a deal requiring approval in multiple European jurisdictions, as well as facing a FTC Second Request investigation. The team is overseen by New York’s Harry Robins , an experienced transactional antitrust advisor and HSR specialist, with Washington DC-based Jonathan Rich specializing in cross-border merger approvals, while also in DC, Ryan Kantor is noted for his leading role in merger investigations.

Practice head(s):

Harry Robins

Other key lawyers:

Key clients

Alphabet/Google

Amerisource

AP Moller Maersk

Celgene

DigitalBridge

EQT Partners

Fanatics

Hitachi Metals

Intercontinental Exchange

Merck & Co. Inc.

Perrigo Company plc

Pfizer Inc.

Platinum Equity

Pacific Architects and Engineers

Raytheon

Realogy Holdings, Inc.,

Regeneron

Securus Technologies Inc.

Sumitomo Corporation

Sun Capital Partners Inc.

Teleflex

Transcontinental

Zoetis Inc.

Work highlights

  • Advised Perrigo Company plc in its $2.1 billion acquisition of Hera SAS (HRA Pharma).
  • Representing Intercontinental Exchange, Inc. (ICE) as antitrust counsel in its proposed acquisition of Black Knight, Inc.
  • Represented DigitalBridge in its $11 billion acquisition of data center operator Switch Inc.

Dispute resolution > Appellate: courts of appeals / Appellate: supreme courts (states and federal)

Morgan, Lewis & Bockius LLP handles a significant volume of appeals before state and federal appellate courts, while it also has experience in arguing, and winning, cases before the US Supreme Court. The practice is driven out of Washington DC by David Salmons, who recently teamed up with fellow DC partner Michael Kenneally to represent Tesla in a challenge to a National Labor Relations Board order concerning unfair labor practices. The group also draws on the experience of San Francisco-based Thomas Peterson, who has argued more than 75 appeals before state and federal appellate courts, and Houston-based William Peterson, who has a focus on patent appeals in the Federal Circuit.

Practice head(s):

David Salmons

Other key lawyers:

Thomas PetersonWilliam Peterson; Bryan Killian; Michael Kenneally; Stephanie Schuster

Key clients

Tesla, Inc.

Southern California Gas Company

Missouri Foster Children

The Boeing Company

Baxalta Inc. and Baxalta GmbH

National Gas & Electric, LLC

Expedia, Inc. (WA)

AstraZeneca

Community Legal Services of Philadelphia (CLS)

Nippon Shinyaku Co.

ConocoPhillips Company

Novo Nordisk

Restaurant Law Center

Amazon.com, Inc.

Hotels.com, L.P.; Expedia, Inc.; Hotwire, Inc.; TripNetwork, Inc.; Internetwork Publishing Corp.; Orbitz, LLC; and Travelnow.com, Inc.

Amazon Inc.

Work highlights

  • Represented Tesla in challenging a National Labor Relations Board order finding unfair labor practices based on a tweet by Elon Musk.
  • Served as coordinating and litigation counsel for Southern California Gas Company and Sempra Energy concerning a set of interrelated legal matters arising from the 2015 natural gas leak at the Aliso Canyon storage facility.
  • Secured a win for several online travel companies, including Hotels.com and Expedia, in a US Supreme Court case concerning cost awards.

Dispute resolution > Financial services litigation Tier 3

The financial services team at Morgan, Lewis & Bockius LLP is regarded for its class action defense practice, frequently representing major banks in a range of matters including consumer credit cards, mortgages, and consumer lending under a variety of statutory consumer protections such as FCRA, TCPA, SCRA and EFTA. In addition to its consumer class action defense, the firm is also active in a range of regulatory consumer protection inquiries and investigations by bodies including the FTC, CFPB and OCC. The practice is co-headed by New York-based Michael Kraut and Susan DiCicco. Kraut is experienced defending banks and other financial institutions in securities and class action litigation. Boston’s Elaine McChesney focuses on consumer class actions, credit card disputes, fiduciary services and unfair or deceptive practices, and has achieved several dismissals for clients in these areas. Kenneth Kliebard, operating out of Chicago, is an experienced consumer protection litigator who concentrates on class actions and regulatory investigations.

Practice head(s):

Michael Kraut; Susan DiCicco

Other key lawyers:

Energy > Energy litigation: oil and gas Tier 3

Housing a team of experienced trial lawyers and former regulators, Morgan, Lewis & Bockius LLP acts for its roster of clients in court, arbitration and regulatory proceedings, and is well-equipped to handle a variety of mandates, including class actions, disputes between developers and purchasers, partnership disputes, administrative litigation, eminent domain and use of LNG terminal facilities. Washington DC-based Brad Fagg handles federal procurement matters, as well as contractual disputes and government and internal investigations. In Houston, experienced trial lawyer Michelle Pector focuses on litigation concerning severe weather events, trade secret disputes and supply chain disputes, while Los Angeles-based James Dragna leads the firm’s environmental practice with the support of John McGahren in Princeton.

Practice head(s):

Brad Fagg; Michelle Pector; James Dragna; John McGahren

Other key lawyers:

John Gisleson; Ella Foley Gannon; Bryan Killian; Rick Rothman

Key clients

Southern California Gas Company and Sempra Energy

Shell

Duke Energy

Crown Central LLC

Occidental Petroleum Corporation and Anadarko Petroleum Corporation

ExxonMobil

Oxy USA

Sunoco Pipeline L.P.

Buckeye Partners LP and Buckeye PT Terminals LP

Mitsui E&P USA, LLC

ConocoPhillips Company

ExxonMobil

Work highlights

  • Served as coordinating and litigation counsel for SoCalGas and Sempra Energy handling more than 394 individual and government complaints involving more than 48,000 individual plaintiffs, multiple class actions, six derivative/securities lawsuits, one criminal proceeding, a Proposition 65 claim, and several administrative enforcement proceedings, among other matters arising from the natural gas leak at the Aliso Canyon storage facility.
  • Represented Duke Energy in obtaining an agreement from the federal government to pay the company $281 million in breach-of-contract damages for claims based upon the failure of the DOE to accept SNF for disposal from four Duke sites.
  • Represented Buckeye Partners LP and Buckeye PT Terminals LP (together, Buckeye) in prevailing in a Delaware Court of Chancery dispute.

Energy > Energy transactions: electric power Tier 3

Finance > Commercial lending

With a well-established lender market presence and a growing borrower-side practice, the nationwide team at Morgan, Lewis & Bockius LLP advises on a wide range of domestic and cross-border financings. Led by Jonathan Bernstein out of Boston, the team frequently acts as counsel to major banks on asset-based lending matters, investment-grade and leveraged financings, and syndicated loans. Marjorie Crider and Matthew Furlong are further Boston-based key contacts. Daniel Papermaster and Rick Eisenbiegler, who work out of the New York office, also advise private credit clients on acquisition finance matters. On the borrower-side, the firm’s clients include private equity sponsors as well as corporations in the life sciences and real estate sectors, among others. Multicurrency and cross-border financings are a key strength for the firm, with California’s Steven Miller and Philadelphia’s Andrew Budreika serving as key contacts for such work. The firm also maintains major offices in Houston and Chicago. Keith Fujiu departed the firm in September 2022.

Practice head(s):

Jonathan Bernstein; Andrew Budreika; Marjorie Crider; Matthew Furlong; Steven Miller; Daniel Papermaster

Other key lawyers:

Rick Eisenbiegler; Mark Kirsons; Shah Nizami; Patricia Brennan

Testimonials

‘Morgan Lewis is very responsive and easy to work with. They have tremendous resources and can handle complex matters. They are also cost-effective vs. other firms. Our clients have an excellent working relationship with them.’

‘Mark Kirsons, who is the main Partner I deal with, is an excellent attorney and is always available to answer any questions. He has a strong reputation with his peers. For our most complex and important transactions, Mark is who I trust.’

Key clients

ADMA Biologics

AmerisourceBergen Corporation

Amneal Pharmaceuticals

Ares Capital Corporation

Armstrong Flooring, Inc.

Armstrong World Industries

ATN International, Inc.

Bank of America, N.A.

Basalt Infrastructure

Boot Barn Holdings, Inc.

Brookwood Financial Partners

Callodine Commercial Finance, LLC

Capital One NA

Carvana

Cimpress N.V.

Citibank, N.A.

Citizens Financial

Corridor Capital LLC

Crystal Financial d/b/a SLR Credit Solutions

Denny’s Inc.

East West Bank

Fanatics, Inc.

Freeman Spogli

FMC Corporation

Gordon Brothers Finance Company

Greystone Select

Guardian Capital Partners

HCT Packaging, Inc.

HSBC

The Huntington National Bank

Independence Blue Cross LLC

Institutional Investors

JPMorgan Chase Bank, N.A.

Linx Partners

Livent Corporation

Lovell Minnick Partners LLC

LLR Partners

MicroStar Keg Management LLC

MSD Partners

Obagi Cosmeceuticals

OpenGate Capital Management LLC

Pathlight Capital

Prudential Insurance Company of America

Spindrift

SpotOn Transact, LLC

The Reinvestment Fund

TouchPoint, Inc.

Rue Gilt Group

Solar Capital Ltd.

StoneCalibre LLC

Vesta Holdings LLC

U.S. Bank National Association

Walker & Dunlop, Inc.

Wells Fargo Bank, N.A.

Work highlights

  • Represented Wells Fargo Bank, N.A. in the financing for Clearlake Capital Group LP’s agreement to acquire Intertape Polymer Group Inc.
  • Represented U.S. Bank National Association as administrative agent on behalf of a syndicate of lenders providing $2bn of revolving and term loan commitments to The Andersons, Inc.
  • Represented Bank of America NA as administrative agent in a $1bn five-year senior, unsecured revolving credit facility to Brighthouse Financial Inc.

Finance > Fintech Tier 3

Morgan, Lewis & Bockius LLP offers its fintech clients strong cross-practice support at both the domestic and cross-border level. This is reflected in the broad spectrum of clients it represents, including major financial institutions, private equity and VC investors, funds, technology companies and exchanges. Regulatory and compliance advice is a core area of focus, in addition to broader corporate finance, M&A, outsourcing, IP, data privacy, blockchain, cryptocurrencies and digital payments. Key partners within the team include Andrew Ray  (Washington DC) and John Filippone  (Los Angeles) for corporate matters, Christine Lombardo (Philadelphia) on the regulatory and investment management side, and Cory Barry (Washington DC) for structured finance. DC-based partner Robin Nunn is one of the firm’s leading banking litigators.

Practice head(s):

Andrew Ray; John Filippone; Christine Lombardo; Cory Barry

Other key lawyers:

Key clients

E*Trade Group, Inc.

Trading Screen, Inc.

Metallicus, Inc.

Convexity Limited

Upstart Network, Inc.

Pie Insurance Holdings

loanDepot

SpotOn Transact, LLC

Goldman Sachs

iFinex

College Avenue Student Loans

Slide Insurance

LeaseAccelerator

Sunbit

Work highlights

  • Advised CapitalG in the $700 million Series B financing of Digital Currency Group, the parent company of several businesses in the crypto space.
  • Advised Third Point Ventures in the $450 million Series D financing of ConsenSys, a developer of a blockchain technology-based platform designed to assist enterprises to launch more powerful financial infrastructure.
  • Advised CompoSecure Holdings, a pioneer and category leader in premium payment cards and an emergent provider of cryptocurrency and digital asset storage and security solutions, in its merger agreement with Roman DBDR Acquisition Corp.

Government > State attorneys general Tier 3

Morgan, Lewis & Bockius LLP is skilled at handling state attorneys general matters alongside criminal proceedings, lawsuits and class actions. Led by Philadelphia-based Eric Sitarchuk, the team regularly acts on individual and multistate investigations across a wide range of areas, most notably product liability, environment, antitrust, data privacy and cybersecurity. Sitarchuk is highly experienced in complex federal and state investigations and a popular destination for leading tech and pharmaceutical companies. Other key names include Philadelphia-based John Dodds, who is well versed in healthcare fraud, public corruption, and environmental violation cases, and white-collar crime expert Kelly Moore in New York.

Practice head(s):

Eric Sitarchuk

Other key lawyers:

Key clients

Rite Aid

Teva USA

Cephalon

Work highlights

  • Represented Rite Aid in litigation against attorney generals in West Virginia, New Hampshire and Utah regarding allegations of improper dispensing and self-distributing of certain opioid medicines, securing a settlement with West Virginia.
  • Acted for Teva on investigations by a large multistate group of attorneys general based on alleged false and misleading marketing of opioid medicines.
  • Assisted Teva and its affiliates in securing a favorable settlement with the West Virginia attorney general.

Healthcare > Health insurers Tier 3

Intellectual property > Copyright Tier 3

Intellectual property > Patents: litigation (full coverage) Tier 3

The intellectual property team at Morgan, Lewis & Bockius LLP handles high-stakes multijurisdictional litigation and administrative proceedings for clients in a broad range of industry sectors, with the firm offering expertise in life sciences, tech, oil and gas, marine, and consumer products. Key team members include Chicago-based Michael Abernathy and Krista Vink Venegas who co-head the IP life sciences disputes practice, Jason White, also based in Chicago, who co-leads the IP tech disputes practice of the firm, alongside Michael Lyons, based in Silicon Valley, and John Gorman in Wilmington.

Practice head(s):

Michael Abernathy; John Gorman; Michael Lyons; Krista Vink Venegas; Jason White

Testimonials

Dollar for dollar there is no one out there better than Morgan Lewis. Their teams are extremely strong, the budget certainty they provide is unmatched, and their results speak for themselves.

Key clients

Baxalta (affiliate of Takeda Pharmaceuticals)

Boviet Solar Technology

Brunswick Corporation

CommScope, Inc.

ConocoPhillips Company

Hewlett Packard Enterprise

NETGEAR, Inc.

Nippon Shinyaku

Techtronic Industries Co. Ltd.

Visteon Corporation

Zebra Technologies Corporation

Work highlights

  • Represented Nippon Shinyaku in Nippon Shinyaku v. Sarepta Therapeutics, which overturned the district court’s denial of a preliminary injunction against Sarepta’s filing of IPR petitions.
  • Represented Hewlett Packard Enterprise/Aruba, NETGEAR, and CommScope in a complex patent case involving wireless networking and routing technology, in which the ITC affirmed an administrative law judge’s earlier finding that the clients did not infringe various computer gear patents and did not violate Section 337.
  • Represented Zebra Technologies Corp. in a patent infringement lawsuit brought by Intellectual Tech LLC.

Intellectual property > Trade secrets (litigation and non-contentious matters) Tier 3

The team at Morgan, Lewis & Bockius LLP is co-led by Louis Beardell ,who works from the Philadelphia office and Silicon Valley-based Dion Bregman, heading up up an offering featuring specialists in litigation, antitrust and employment that frequently pursues misappropriation claims for both plaintiffs and defendants at both state and federal level, often in cross-border contexts. There is a focus on trade secrets matters in relation to employee mobility, which is Century City, California’s Debra Fischer ‘s area of expertise, with standout work in the space for Allianz Insurance Services. At the same office, Seth Gerber is also a partner to note. Notable additions to the team include partner and experienced trade secrets litigator Molly Terwilliger who joined the Washington DC office from Calfo Eakes in June 2022; partner and patent specialist Manita Rawat to the Silicon Valley office from Duane Morris LLP in September 2022; and IP counselor and litigator Meaghan Kent to the Washington DC team from Venable LLP in October 2022.

Practice head(s):

Louis Beardell; Dion Bregman

Other key lawyers:

Debra Fischer; Seth Gerber; Joshua Dalton; Molly Terwilliger; Manita Rawat; Meaghan Kent

Key clients

Alliant Insurance Services, Inc.

Hong Kong uCloudlink Network Technology Limited

Aon Risk Services Companies, Inc.

SpotOn Transact, LLC

Work highlights

  • Represented uCloudlink in defense of trade secret counterclaims filed, which concluded that the counterclaimants failed to allege a plausible conspiracy theory to misappropriate trade secrets in China from a Chinese company.
  • Led the successful defense of claims for breach of contract and trade secret misappropriation arising from the departure of insurance professionals from Arthur J. Gallagher & Co. to join Alliant Insurance Services, Inc.
  • Represented SpotOn and three former Toast employees in allegations all stemming from the individual defendants’ previous employment with Toast and then-current employment at SpotOn, wherein a confidential settlement agreement was reached.

Intellectual property > Trademarks: non-contentious (including prosecution, portfolio management and licensing) Tier 3

Morgan, Lewis & Bockius LLP leverages the bench strength of a global network spanning the Americas, EMEA, and Asia Pacific regions, to advise household names such as Uber, Office Depot, and the New York Times, on the protection and management of their international portfolios. Headed by brand protection expert Anita Polott in Washington DC, and Josh Dalton in Boston, who brings expertise to Trademark Trial and Appeal Board proceedings, the firm’s portfolio spans the sectors ranging from retail, tech, food and beverages, media, sports, and entertainment to e-commerce, software, apparel and hospitality. Rachelle Dubow in Boston specializes in the the licensing of trademark rights and licensed products and services. Other key figures include Carla Oakley a seasoned trademark development and registration strategist, and Gene Park, who drafted and negotiates transactional, e-commerce, and software agreements in San Francisco, and Kristin Altoff, in Washington DC, who was promoted to partner in October 2022 and who manages global title update work. Former co-department head Kevin Fee departed in May 2022.

Practice head(s):

Anita Polott; Josh Dalton

Key clients

High Performance Industries, Inc. (HPI)

Office Depot, Inc.

International Beverage Conglomerate

Uber Technologies Inc.

Diageo plc

Edgewell Personal Care

Kerzner International

Gensler Architecture, Design & Planning, P.C. (Gensler)

Elevance Health (formerly Anthem, Inc.)

The New York Times Co.

HF Sinclair Corporation

Exploding Kittens, Inc.

United States Soccer Federation

Work highlights

  • Advising Elevance Health, Inc on trademark issues in the United States and the European Union and act as coordinating counsel internationally.
  • Representing Diageo plc and its affiliates in connection with a wide range of trademark matters, including US and global brand strategy.
  • Representing Exploding Kittens in connection with international trademark clearance, registration, and enforcement issues worldwide.

Investment fund formation and management > Private equity funds (including venture capital) Tier 3

Morgan, Lewis & Bockius LLP‘s private funds practice appreciate the ‘exceptional project management and communication‘ of its lawyers. The department acts in numerous matters on both fund and investor side, advising on numerous formations and giving counsel to a host of public pension plans and sovereign wealth funds on fund reviews, co-investments and secondary transactions. Another busy area is in drafting and negotiating documents for special customized private capital formations, including consortia, platform investments, bespoke co-investments and joint ventures. Jedd Wider in New York and Stephen Tirrell in Boston co-lead the department, and Louis Singer in New York is a standout advisor for institutional investors. Courtney Nowell at the Washington DC office is another name to note for inbound and outbound transactions for institutional investors, while on the west coast, Peter Phleger assists with fund structure, formation, governance, and investing activities, including both primary investments and secondary transactions.

Practice head(s):

Jedd Wider; Stephen Tirrell

Other key lawyers:

Louis Singer; Courtney Nowell; Christopher Dlutowski; Joseph Zargari; Jerry Kehoe; Peter Phleger; Gregg Buksbaum; Carrie Rief; Jarrod Huffman; Daniel Losk; Brian Jacobson; Monica Chang; Ruoke Liu; John Cleaver

Testimonials

‘Exceptional project management and communication. They can be trusted to run workstreams without much guidance or direction, and get things done as a natural extension of the business. Commercial acumen always on point. Consistently available and very quick work turnaround despite multiple legal streams running in parallel. Absolutely zero excuses!’

Key clients

JP Morgan Asset Management

TIAA (Nuveen)

Credit Suisse

MetLife

Morgan Stanley

California Public Employees’ Retirement System (CalPERS)

California State Teachers’ Retirement System (CalSTRS)

New York State Common Retirement Fund

New York City Retirement Systems

State Board of Administration of Florida

Teachers’ Retirement System of Texas

New York State Teachers’ Retirement System

Work highlights

  • Acted for a global alternative asset manager in more than 40 primary fund investments and 10 co-investments, as well as the formation of funds-of-one focused on infrastructure, co-investing, primary, and secondary transactions.
  • Represented a global asset manager and one of the five largest real estate investment managers globally, in the formation and operation of four sector-specific, open-ended private real estate funds with total capital commitments of more than $3bn.
  • Represented an investor in the alternative asset secondary market with more than $42bn in assets under management in secondary transactions involving more than 2,700 interests for an aggregate transaction volume of approximately $10bn.

M&A/corporate and commercial > Private equity buyouts: large deals ($500m+) Tier 3

Morgan, Lewis & Bockius LLP regularly represents significant private equity firms including Apollo, Kohlberg, Oaktree and Ares, working closely with the firm’s tax, regulatory and antitrust practices’ to provide a multidisciplinary offering. The practice focuses on the middle market and specializes in a broad range of industry sectors including retail, healthcare, fintech and energy. One of those leading the team from New York is Christina Melendi, who is active across the spectrum of transactions including M&A, minority investments and divestitures. Orange County-based Todd Hentges is another leading figure, vastly experienced in a broad variety of industries from technology and healthcare to sports and entertainment. In Philadelphia, Kevin Schmelzer handles SPAC, corporate carve out, and distressed transactions. Jonathan Morris and Allison Gargano add to the depth in New York, both having represented Varsity Healthcare Partners in the sale of its portfolio company Probo Medical to Avista Capital Partners.

Practice head(s):

Christina Melendi; Todd Hentges; Kevin Shmelzer

Other key lawyers:

Jonathan Morris; Allison Gargano

Testimonials

This team provides excellent service, supports and responsiveness on a par with any other market-leading law firm in our space. What sets them apart in my view is the use they make of their experience, vertical market knowledge and contact network.

Key clients

Apollo Global Management

Ares Capital

Blitz Capital

Corridor Capital

Freeman Spogli

Guardian Capital

Kohlberg & Co.

LLR Partners

Lovell Minnick Partners

New Mountain Capital

New State Capital Partners

Palladin Consumer Partners

Platinum Equity

StoneCalibre

Sun Capital

Work highlights

  • Represented Ingram Micro, a portfolio company of Platinum Equity, in the $3 billion sale of its Commerce and Lifecycle Services activities, including Shipwire and the company’s technology forward logistics businesses in North America, Europe, Latin America and Asia-Pacific, to CMA CGM Group
  • Represented Freeman Spogli and its portfolio company, US Med-Equip, LLC, in its acquisition of Freedom Medical, Inc., a provider of rental medical equipment and related outsourced support services.
  • Represented Spire Orthopedic Partners, a portfolio of Kohlberg and Company, in its acquisition of Sports Medicine North, a company that offers comprehensive orthopedic and spine care, and its affiliated Orthopedic Surgical Center of the North Shore.

M&A/corporate and commercial > Venture capital and emerging companies Tier 3

Morgan, Lewis & Bockius LLP has established a good track record for guiding companies from startup through to maturity. Lawyers in different offices in the US, Asia, Europe and the Middle East regularly work together on cross-border matters. Life sciences and healthcare, including biotechnology and medical devices, are key areas of focus, though the firm also carries out plenty of work on technology investments, with Silicon Valley partner John Park  particularly active on this front. Steven Cohen chairs the practice from Princeton, and receives strong support from Julio Vega and Michael Conza in Boston. Philadelphia-based partner Jeffrey Bodle also comes highly recommended by clients who consider him and his team ‘instrumental throughout multiple fundraising rounds‘.

Practice head(s):

Steven Cohen; Jeffrey Bodle

Other key lawyers:

Julio Vega; Michael Conza; John Park

Testimonials

‘Jeffrey Bodle and his team have been instrumental throughout our multiple fundraising rounds. From their expertise to their attentiveness, every interaction has enabled my company to make critical decisions that have resulted in fundraising success.’

‘There have been numerous tricky situations where we were facing tight timelines, exploding term sheets, unconventional investors and deal terms, and key negotiations – each time, the team helped us overcome the challenges smoothly’

Key clients

Fanatics

CapitalG

Third Point

Comcast Ventures

G20 Ventures

New Science Ventures

OMERS

SandboxAQ

bloXroute Labs

SpotOn Technologies

Work highlights

  • Represented Third Point Ventures in the more than $900 million Series E financing of N26, a company focused on mobile banking.
  • Represented Fanatics, an online sports retailer, in its $1.5 billion funding round which now values the company at $27 billion.
  • Represented CapitalG in the $150 million Series C funding of Whatnot, a livestream shopping platform for collectors.

Media, technology and telecoms > Cyber law (including data privacy and data protection) Tier 3

Morgan, Lewis & Bockius LLP is known for its contentious work in the cybersecurity and data privacy space, routinely defending companies in class actions arising from alleged compromises of payment card data and alleged improper use of online recording on ecommerce websites. Reece Hirsch in San Francisco is a go-to advisor for clients in the healthcare sector on matters pertaining to compliance with HIPAA and the Gramm-Leach-Bliley Act. Philadelphia-based Gregory Parks focuses on class action defense and assists clients with responses to data breaches. Co-head Mark Krotoski, stationed in Silicon Valley, co-heads the practice with Hirsch and Parks. Krotoski is the key name for criminal and civil cybersecurity matters, using his experience of working in the criminal division of the DOJ to assist clients on computer intrusions and criminal IP violations. Also based in the Philadelphia office, Ezra Church is a key name for consumer-facing firms dealing with contentious matters, while the strategic placement of litigation practice leader Beth Herrington in Illinois enables her to defend clients against BIPA class actions. With the acquisition of Calfo Eakes, a specialist white-collar crime and litigation firm, into the Seattle office, the firm has deepened its bench of trial lawyers.

Practice head(s):

Reece Hirsch; Gregory Parks; Mark Krotoski

Other key lawyers:

Testimonials

Reece Hirsch is responsive and engaged. He provides high quality work and solid industry knowledge.’

Key clients

Hudson’s Bay Co.

Miklos Daniel Brody

Xperi

SimpliSafe

Cracker Barrel Old Country Store

Aramark

Rue Gilt Group

Snap Inc.

Work highlights

  • Representing Hudson’s Bay Co. against class actions arising from a data security incident involving Saks Fifth Avenue and Lord & Taylor.
  • Represented Snap Inc against a putative class action in the southern district of Illinois arising from alleged violations of BIPA.

Transport > Rail and road: litigation and regulation Tier 3

Morgan, Lewis & Bockius LLP‘s transportation practice is highly focused on the evolving legal issues surrounding the development and deployment of electric vehicles (EV). Leveraging the firm’s strong energy sector credentials, the team represents developers of EV charging stations that access energy grids and energy storage solutions to establish new transportation corridors. The broad practice also represents automotive and mobility companies in litigation, labor and employment issues, and corporate and structured transactions, along with IP protection and disputes, and antitrust and consumer protection matters. In Boston, Daniel Savrin acts for manufacturers, distributors and allied finance companies in high-stakes civil and class action litigation and government investigations; and Levi McAllister in Washington DC acts for EV charging station developers. Over in Los Angeles, David Schrader regularly tries high-stakes cases, while Lisa Weddle is a litigation and class action expert. Jackson (Jack) Stoddard is the name to note in San Francisco.

Practice head(s):

Daniel Savrin; Lisa Weddle

Other key lawyers:

Key clients

BMW Manufacturing Co

BMW

Uber Technologies

Toyota Motor Corporation

Toyota Motor North America

Evergo

Nuvve Corp

Toyoda Gosei North America Corp

High Performance Industries

Work highlights

  • Obtained the dismissal of all claims with prejudice asserted against BMW in Braman Motors v. BMW of North America​ in the US District Court for the Southern District of Florida.
  • Represented Toyota Motor Corporation and Toyota Motor North America in several class action lawsuits, which alleged that HVAC systems in various Toyota vehicles are defective and promote mold growth and odor.
  • Assisted Nuvve Corp and its affiliate, Levo Mobility, with the creation of first-of-its kind V2G operations on behalf of clean, electric fleet vehicles.

Dispute resolution > M&A litigation: defense Tier 4

Morgan, Lewis & Bockius LLP frequently handles post-acquisition disputes for large US corporates, among them high-profile names in the financial services. Troy Brown in Philadelphia, Brian Herman in New York and Carl Solomont in Boston are the lead partners. The team has a track record of late in sectors spanning food, fast-moving consumer goods and energy.

Practice head(s):

Troy Brown; Carl Solomont; Brian Herman

Key clients

Savencia, S.A. (“Savencia”), Zausner Foods Corp. (“Zausner”), and five individual current and former officers and directors of the companies

Zimmer Biomet Holdings Inc.

Medacta USA

Edison Energy/Altenex LLC

New-Indy Containerboard LLC (joint venture of The Kraft Group and Schwarz Partners)

Work highlights

  • Successfully represented Zimmer, Inc. in a post-stock purchase agreement dispute in the U.S. District Court for the Northern District of Indiana. The former shareholders of CelgenTek Innovations Corporation sued Zimmer seeking damages in excess of $50 million, alleging that Zimmer breached its obligation to use “commercially reasonable efforts” to sell the acquired company’s products post-acquisition and generate additional earnout value for the plaintiffs.
  • Representing Medacta and a distributor it acquired in Southern California in an American Arbitration Association proceeding and in a lawsuit pending in Tennessee federal court.
  • Representing New-Indy Containerboard in its defense of a claim by Resolute Forest Products pending in the Commercial Division of New York’s Superior Court and arising from Resolute’s sale to New-Indy of a paper mill for $260m.

Energy > Energy litigation: electric power Tier 4

Morgan, Lewis & Bockius LLP is experienced both in energy regulation and litigation and fields a team of energy litigators on both US coasts, in Texas and in Chicago. The firm aims to help clients avoid litigation wherever possible, and excels at negotiations, settlements, and mediation, with matters ranging from small third-party subpoenas to high-stakes commercial and regulatory disputes. The team stands out in particular for its litigation work in the nuclear industry. Brad Fagg in Washington DC assists commercial clients with contractual and regulatory disputes, as well as government and internal investigations. Houston-based Michelle Pector represents energy clients in a range of business and consumer disputes, and injunction proceedings. In Los Angeles, James J. Dragna  acts for energy clients in environmental proceedings nationwide. John McGahren , situated in Princeton, counsels clients on litigation, and has served as a federal mediator for the District of New Jersey and as a state mediator for the New Jersey Supreme Court Civil Mediation Program. All individuals mentioned are all co-leads of the team.

Practice head(s):

Brad Fagg; Michelle Pector; James J. Dragna; John McGahren

Other key lawyers:

John Gisleson; Stephen Spina; Jared Wilkerson; Elise Attridge; Veronica Lew; Heidi Rasmussen

Key clients

Duke Energy

Franklin Electric Co. Inc.

Work highlights

  • Represented Duke Energy in obtaining an agreement from the federal government to pay the company $281 million in breach-of-contract damages for claims based upon the failure of the DOE to accept SNF for disposal from four Duke sites
  • Counseled Franklin Electric Co. Inc. and its Mexican subsidiary in a breach-of-contract suit involving important issues on cross-border parent-subsidiary liability and the validity of liquidated damages provisions under Mexican law.

Energy > Energy transactions: oil and gas Tier 4

Morgan, Lewis & Bockius LLP offers transactional advice on a range of mandates, including rate agreements and asset management agreements, in addition to the acquisition of oil and natural gas assets, with demonstrable experience advising on oil, LNG and gas-fired projects. In the firm’s Philadelphia office, Benjamin Wills handles M&A, joint ventures and securities compliance matters in the energy sector, while Washington DC-based Kirstin Gibbs represents pipelines, producers and traders on transactional mandates related to infrastructure development and asset management issues. Wills leads the team alongside Stephen Spina and Elizabeth Hanigan, who operate from Washington DC and Chicago respectively.

Practice head(s):

Stephen Spina; Elizabeth Hanigan; Benjamin Wills

Other key lawyers:

Kirstin Gibbs; Sameer Mohan; Felipe Alice

Testimonials

‘The team’s knowledge and experience is invaluable in transactions in the oil and gas industry.’

Key clients

South Jersey Industries

BP

Trillium Flow Technologies

MPLX LP

HF Sinclair Corporation

Buckeye Partners

Trecora Resources

Macquarie

CEPSA

ENEL

Work highlights

  • Advising South Jersey Industries regarding an investment and development in renewable natural gas projects across the northeast that will allow the SJI gas utilities to decarbonize the company’s footprint in New Jersey.
  • Represented MPLX LP in a joint venture with WhiteWater Midstream, EnLink Midstream LLC, and Devon Energy Corp. for the construction of the Matterhorn Express Pipeline, which is designed to transport up to 2.5 billion cubic feet per day of natural gas.
  • Advised HF Sinclair Corp. in the acquisitions by HollyFrontier and Holly Energy Partners LP of Sinclair Oil Corp. and Sinclair Transportation Co., respectively, from The Sinclair Companies. At the closing of the HollyFrontier transaction, HollyFrontier formed a new parent company, HF Sinclair Corp., and issued Sinclair approximately 60.2 million shares of stock, representing a transaction value of approximately $2.1 billion.

Finance > Capital markets: debt offerings Tier 4

Morgan, Lewis & Bockius LLP has maintained its strong focus on energy and utilities, along with the financial services, technology and life sciences sectors. It has an established record in investment grade, high-yield and convertible debt, along with MTN programmes and other debt instruments. New York partner Thomas Giblin has continued to be active in the DCM space for energy and utilities businesses, notably representing NextEra Energy Capital in a series of debt issuances. Also in New York, Kimberly Reisler is making an impression in energy and utilities, while Joanne Soslow is another key partner in Philadelphia.

Practice head(s):

Joanne Soslow; Celia Soehner; Edwin Luk

Other key lawyers:

Key clients

NextEra Energy Capital

Florida Power & Light Co.

Entergy Louisiana

American Water Works Company, Inc.

Ameren Corporation

Cantor Fitzgerald, L.P.

Tucson Electric Power Company

Entergy Corporation

Northwest Natural Gas Company

Nevakar Inc.

New Science Ventures

Abercrombie

American Eagle

Freshpet

23andMe

Denny’s

AmerisourceBergen Corporation

Cross Country Healthcare

Antares Pharma

Onconova Therapeutics

Work highlights

  • Represented Nextera Energy Capital in a $4bn debenture offering.
  • Represented American Water Works  in a public offering of $800m senior notes.
  • Represented Entergy Louisiana in its $1bn offering.

Finance > Capital markets: equity offerings

Morgan, Lewis & Bockius LLP’s capital markets team is spread across multiple offices, including Pittsburgh, Philadelphia, Silicon Valley and New York. It has a particularly strong record in utilities and energy, financial services, technology, and life sciences. The firm advises an impressive mix of issuers and underwriters. Building on its background in IPOs, the team has continued to advise on follow-on offerings, at-the-market offerings. Justin Chairman and Joanne Soslow are key figures in Philadelphia, along with Albert Lung in Silicon Valley.

Practice head(s):

Joanne Soslow; Celia Soehner; Edwin Luk

Other key lawyers:

Key clients

NextEra Energy Capital

Florida Power & Light Co.

Entergy Louisiana

American Water Works Company, Inc.

Ameren Corporation

Cantor Fitzgerald, L.P.

Tucson Electric Power Company

Entergy Corporation

Northwest Natural Gas Company

Nevakar Inc.

New Science Ventures

Abercrombie

American Eagle

Freshpet

23andMe

Denny’s

AmerisourceBergen Corporation

Cross Country Healthcare

Antares Pharma

Onconova Therapeutics

CompoSecure

Work highlights

  • Advised Amerisourcebergen on its $2bn common stock public offering.

Finance > Project finance Tier 4

Healthcare > Service providers Tier 4

Industry focus > Sport Tier 4

Morgan, Lewis & Bockius LLP is particularly noted for its work on sports industry private investment deals; one such deal was assisting The Family Office of David Blitzer in its investment in the Cleveland Guardians and in other deals to add to his investment portfolio. A key team member, based in Orange County, is the chairman of the firm’s global sports industry initiative Jeffrey Moorad, whose role as a consultant and former sports agent enables the team to handle a wide range of mandates for key clients in the sports sector. Moorad leads the team alongside Andrew White in Boston and Andrew Rocks in Philadelphia.

Practice head(s):

Jeffrey Moorad; Andrew White; Andrew Rocks; Jocelyn Cuttino

Other key lawyers:

Jack Concannon

Key clients

U.S. Soccer Federation

Fanatics

MSP Sports Capital

Family Office of David Blitzer

The New York Times Co.

Gametime

Juggernaut Capital Partners

Work highlights

  • Represented the U.S. Soccer Federation in the groundbreaking equal pay collective bargaining agreements for the US women’s and men’s national teams.
  • Acted as counsel to Fanatics in various matters and transactions, led the financings that resulted in Fanatics being valued at $27 billion.
  • Represented the family office of David Blitzer in the purchase of the MLS team Real Salt Lake and other club-related assets, and in the purchase of a minority interest in MLB’s Cleveland Guardians, with a path to control.

Intellectual property > Patents: litigation (International Trade Commission) Tier 4

The intellectual property team at Morgan, Lewis & Bockius LLP represents clients in complex IP disputes before the ITC, acting for clients across industry sectors including consumer products, tech, energy, and life sciences. In addition to domestic clients, the team often acts for international clients, with offices across Europe and Asia. In a standout mandate, 2022 saw the group representing General Electric Company and Consumer Lighting in complex matters related to LED packaging technology. The last year has seen significant growth in the team, with Manita Rawat and Daniel Tarr joining from Duane Morris LLP in September 2022. Eric Namrow, based in Washington DC, is the chair of the ITC practice, with experience litigating section 337 investigations. Stephanie Roberts, based in the Washington DC office is a key figure in the team.

Practice head(s):

Eric Namrow

Key clients

General Electric Company and Consumer Lighting

Zebra Technologies Corporation

Boviet Solar Technology Co. Ltd., Boviet Renewable Power LLC, and Boviet Solar USA Ltd. (collectively, Boviet) and Ningbo Boway Alloy Material Co. Ltd. (Boway)

Iljin Diamond

One World Technologies, Inc. and Techtronic Power Tools Technology Ltd.

Work highlights

  • Represented General Electric Company and Consumer Lighting in three complex cases regarding LED packaging technology.
  • Represented Hewlett Packard Enterprise/Aruba, NETGEAR, and CommScope (including ARRIS and Ruckus), in a complex patent case involving wireless networking and routing technology, in which the ITC affirmed an administrative law judge’s earlier finding that our clients did not infringe various computer gear patents and did not violate Section 337.
  • Represented Iljin Diamond and five of its global subsidiaries in a high-profile, multipatent litigation at the ITC against allegations of patent infringement brought by US Synthetic, involving multiple co-respondents and intense discovery.

Finance > Restructuring (including bankruptcy): corporate Tier 5

International Trade > Customs, export controls and economic sanctions Tier 5

Morgan, Lewis & Bockius LLP’s growing profile in the international trade arena was recently evidenced by the arrival of the former acting chief of the Department of Justice’s Foreign Investment Review Section, David Plotinsky. He joins a group that has handled export controls and sanctions matters concerning most of the regimes in the US, including the Directorate of Defense Trade Controls (DDTC), the Bureau of Industry and Security (BIS) and OFAC. Giovanna Cinelli steers the Washington DC-based group and specializes in advising defense and technology clients on export control matters. Kenneth Nunnenkamp is also recommended for his experience in export controls and sanctions.

Practice head(s):

Giovanna Cinelli

Other key lawyers:

Real estate Tier 5

M&A/corporate and commercial > M&A: large deals ($1bn+) Tier 6

Praised for providing ‘sound advice that is grounded in the commercial realities of a transaction‘, Morgan, Lewis & Bockius LLP works closely with its network of offices around the globe to advise sellers, buyers, investors, boards of directors and private equity funds on complex transactions and corporate governance issues. Andrew Milano in New York and Philadelphia-based Benjamin Wills jointly oversee the global M&A practice; both practitioners bring together deep experience in domestic and cross-border transactions in an array of sectors, including life sciences, energy, technology and financial services.

Practice head(s):

Andrew Milano; Benjamin Wills

Other key lawyers:

Richard Aldridge; Laurie Cerveny; Conor Larkin

Testimonials

‘Morgan Lewis provides sound advice that is grounded in the commercial realities of a transaction. They are pragmatic, collaborative and professional in their approach, putting the client’s needs above all else. Their full-service offering capabilities mean they are a one-stop shop.’

‘Morgan Lewis has a staff of attorneys with broad experience in deals across all sectors, with a particular ability to understand the key business drivers behind a deal and focus on the issues critical to each client’s definition of a successful transaction. They don’t come in “knowing what the client needs” but instead listen carefully to the client and apply their expertise toward the client’s goals. They add tremendous value by working to understand their clients.’

Key clients

Apollo Global Management

HF Sinclair

A.P. Moeller- Maersk

Fanatics

Shiseido Americas Corporation

Lightspeed

ADT

Oracle

HollyFrontier Corp.

Jefferies Financial Corp.

Work highlights

  • Represented HollyFrontier Corporation in the $2.1bn acquisition by HollyFrontier and Holly Energy Partners, L.P. of Sinclair Oil Corporation and Sinclair Transportation Company, respectively, from The Sinclair Companies.
  • Represented A.P. Moller-Maersk in the $1.7bn acquisition of Pilot Freight Services from ATL Partners and British Columbia Investment Management Corporation.

International Trade > CFIUS

In 2022, Morgan, Lewis & Bockius LLP strengthened its team with the hire of David Plotinsky. As the former acting chief of the US Department of Justice’s Foreign Investment Review Section, Plotinsky particularly bolsters the trade team’s offerings in CFIUS and Team Telecom matters.

China > Intellectual property: foreign firms

Morgan Lewis & Bockius LLP‘s broad expertise covers IP prosecution, litigation and Section 337 investigations before the US’ International Trade Commission. The department’s combined sectoral experience encompasses life sciences, energy, manufacturing, finance, retail, consumer goods and tech – the latter is an area of particular expertise for practice co-heads Shaobin Zhu, who offers extensive experience in disputes between Chinese and US companies; and Yalei Sun, a regular advisor to clients seeking enforcement of their Chinese patents.

Practice head(s):

Shaobin Zhu; Yalei Sun

Other key lawyers:

Jensen Xu

Testimonials

‘High-skilled personnel who work closely together.’

‘Zhu Shaobin has rich professional knowledge and practical experience handling IP rights.’

‘Jensen Xu has extensive experience in trademark application and brand protection, anti-counterfeiting investigations and domain name disputes.’

‘Shaobin Zhu participated in the AI ​​exhibition forum held by our association in Shenzhen, showing very professional legal practice experience.’

Key clients

Boviet Solar Technology Co., Ltd./Ningbo Boway Alloy Material Co., Ltd.

Hong Kong Beida Jade Bird Display Limited

Shenzhen Sonoff Technology Co., Ltd.

Shanghai Xiaoi Robot Technology

LandGlass Technology Co., Ltd.

Tencent Holdings Ltd.

SZ DJI Technology Co., Ltd.

OnePlus Technology (Shenzhen), Ltd.

Guangdong Oppo Mobile Telecommunications Corp. Ltd.

Amperex Technology Limited

Work highlights

  • Represented Boviet Solar Technology, Boviet Renewable Power, Boviet Solar USA and Ningbo Boway Alloy Material in a patent infringement case before the US District Court for the Northern District of California.
  • Advising Guangdong Oppo Mobile Telecommunications Corp on various IP matters.
  • Advising Tencent on numerous US patent prosecutions.

From the firm’s 33 offices* in the United States, Europe, Asia and the Middle East, Morgan Lewis works across all major industries with clients that range from established, global Fortune 100 companies to enterprising start-ups. The firm provides comprehensive corporate, transactional, litigation and regulatory services that help address and anticipate challenges across vast and rapidly changing landscapes. Founded in 1873, Morgan Lewis stands on the shoulders of more than 150 years of achievement, but never rests on its reputation.

Main areas of practice
Corporate and business transactions: Morgan Lewis provides corporate, finance and investment counsel to a diverse clientele of public and privately held businesses of all sizes and across industry sectors including banking and financial services, energy, life sciences, technology, telecommunications, media and retail.

Litigation, regulation and investigations: clients turn to Morgan Lewis when their vital interests are at stake, looking to the team’s trial legal and business sophistication, broad scope of litigation services, and ability to find solutions to complex challenges. Litigators at the firm handle cases in virtually every jurisdiction in the United States and globally and serve as trial, strategic, permitting and co-ordinating counsel in large, complex matters.

Intellectual property: from start-ups to celebrated global brands, clients around the world rely on the diverse strengths of Morgan Lewis patent, trademark and copyright lawyers and professionals and IP litigators. The firm’s full range of IP services includes litigation, patent preparation and prosecution, trademark and copyright registration, counseling and opinions, transactions and due diligence.

Labor, employment and benefits: the firm’s labor, employment, executive compensation and benefits practitioners apply a solution-oriented approach to give clients a competitive edge and help employers around the world navigate the constantly changing landscape of global, US state, and local laws and regulations that govern the workplace.

Department Name Email Telephone
Appellate Thomas Peterson
Appellate David Salmons
Antitrust Steven Reed
Class actions Molly Moriarty Lane
Class actions J. Gordon Cooney Jr.
Class actions Peter Sharp
Class actions Steven Reed
Class actions Grace Speights
Class actions Scott Schutte
Corporate and business transactions Steven Browne
Corporate and business transactions Alec Dawson
Corporate and business transactions Joanne Soslow
eData Scott Milner
Employee benefits Craig Bitman
Energy Neeraj Arora
Energy Stephen Spina
Energy Kirstin Gibbs
Energy Elizabeth Hanigan
Energy James Tynion
Environmental James Dragna
Environmental John McGahren
FDA Kathleen Sanzo
FDA Scott McBride
FDA Michele Buenafe
FDA Howard Young
Finance John Goodchild
Finance Jonathan Bernstein
Finance Daniel Papermaster
Intellectual property Dion Bregman
Intellectual property Louis Beardell
International trade Giovanni Cinelli
Investment management Dan Nelson
Investment management Steve Stone
Investment management Timothy Levin
Labor and employment Grace Speights
Labor and employment David McManus
Life sciences Alan Leeds
Life sciences Suzanne Filippi
Life sciences Kathleen Sanzo
Life sciences Michael Abernathy
Litigation J. Gordon Cooney Jr.
Litigation Jami Wintz McKeon
Litigation Eric Sitarchuk
Litigation David Schrader
Litigation Brady Edwards
Product liability Paul Zevnik
Product liability Yardena Zwang-Weissmann
Product liability John Lavelle
Product liability David Schrader
Product liability Brady Edwards
Retail Anne Marie Estevez
Retail Greg Parks
Retail Nick Bolter
Retail Christina Melendi
Securities litigation/enforcement Kelly Gibson
Securities litigation/enforcement Timothy Burke
Securities litigation/enforcement Laura Hughes McNally
Securities litigation/enforcement Michael Kichline
Securities litigation/enforcement G. Jeffrey Boujoukos
Securities litigation/enforcement Susan Resley
Structured transactions Reed Auerbach
Structured transactions Jeff Weinstein
Structured transactions Theresa Kradjian
Structured transactions Jeff Johnson
Tax Barton Bassett
Tax Kate Habershon
Tax Daniel Nelson
Tax Sanford Stark
Technology Dion Bregman
Technology Rahul Kapoor
Technology Sarah Jane Morin
Technology Laurie Cerveny
Technology Barbara Murphy Melby
Technology Catherine Wang
Telecommunications, media and technology Andrew Lipman
White-collar/government investigations Tinos Diamantatos
White-collar/government investigations Patty Eakes
White-collar/government investigations Alison Tanchyk
White-collar/government investigations Kelly Moore
White-collar/government investigations Chris Warren-Smith
Chair : Jami Wintz McKeon
Managing Partner : Steven R Wall