M&A: middle-market ($500m-999m) in United States

Cadwalader, Wickersham & Taft LLP

The New York-based team at Cadwalader, Wickersham & Taft LLP thrives in respect of public and private M&A, shareholder activism, SPAC deals, board advisory, corporate governance and sell-side LBO matters. Richard Brand , who has extensive knowledge of takeover and defense strategies, also has notable experience in transactions pertaining to distressed companies. He co-chairs the practice alongside William Mills, whose core strengths include mergers, divestitures, spin-offs, tender and exchange offers, acquisitions and joint ventures. Joshua Apfelroth is an up-and-coming partner with expertise in transactions, securities, director duties, board composition, compliance and disclosure issues.  

Practice head(s):

William Mills; Richard Brand

Other key lawyers:

Stephen Fraidin; Joshua Apfelroth; Braden McCurrach; Daniel Raglan

Testimonials

‘Richard Brand is a go-to guy in this world. A great lawyer – smart and creative.’

Key clients

Pershing Square Tontine Holdings, Ltd.

Senator Investment Group

Thoma Bravo Advantage

Forbes Global Media Holdings Inc.

Hudson Executive Capital

Sachem Head Capital Management

40 North

Bow Street LLC

Superior Integrated Solutions/Darwin Automotive

Monocle Acquisition Corporation

EquiLend Holdings LLC

FourKorners LLC

Gubagoo Inc.

IQ-EQ

Dealer Car Search

Credit Bureau Connection

Work highlights

  • Acted for Senator Investment Group LP in its proposed unsolicited offer, along with Cannae Holdings, to take CoreLogic private in a deal valuing the California-based real estate analytics business at $7bn.
  • Acted for Thoma Bravo Advantage in its $11.1bn business combination with ironSource Ltd.
  • Acted for one, a SPAC, in its $2.1bn merger with Markforged, Inc.

DLA Piper LLP (US)

DLA Piper LLP (US) fields a team of over 1,000 corporate lawyers around the world, making it a go-to for both domestic and international transactions. Based in New York, Jonathan Klein handles an array of M&A, corporate finance, restructuring and corporate finance mandates; he fronts the practice.

Practice head(s):

Jonathan Klein

Testimonials

‘The team is incredibly sharp, dedicated, efficient and responsive. They take the time to learn about and understand our business, which is critically important for fast-growing companies like ours. We view them as a partner: they aren’t just reactive to our needs, they help us look ahead and avoid issues down the line, and they’re in the trenches with us on every deal. This is all in addition to top-notch legal work.’

Key clients

Alliant Capital, Ltd.

Analytical Graphics, Inc.

Arbe Robotics, Ltd.

Caremax Medical Group, L.L.C.

ECP-PF: CT Operations, Inc.

Ekata, Inc.

Exelon Corporation

GigCapital3, Inc.

Grand Parade Investments Limited

Health and Happiness Limited

Message Systems, Inc. d/b/a SparkPost

Opportunity Financial, LLC

Prologis

Roadie, Inc.

Six One Commodities LLC

The Wicks Group of Companies, L.L.C.

Work highlights

  • Represented Ekata, Inc., the global leader in dynamic identity verification solutions for real-time risk decisioning, in its agreement to be acquired by Mastercard for $850m.
  • Represented Health and Happiness (H&H) International Holdings Limited, a publicly traded Hong Kong investment holding company, in its execution of a definitive agreement with respect to its cross-border $610m acquisition of Zesty Paws, LLC, a manufacturer and seller of nutritional supplements for canines and felines. Zesty Paws will help strengthen H&A Group’s growing Pet Nutrition & Care division.
  • Represented SparkPost in its acquisition by MessageBird, a leading global omnichannel communication platform, for $600m.

Fenwick & West LLP

Acclaimed for its ‘extensive familiarity with Silicon Valley M&A norms’, Fenwick & West LLP supports a market leading roster of technology and life sciences clients. At the Mountain View office, Kris Withrow caters to software, gaming, internet, artificial intelligence and social networking players, while Stephen Fisher is a go-to for public and private mergers, stock and asset deals, tender offers and joint ventures. Withrow leads the practice alongside Douglas Cogen who brings over 25 years’ worth of experience to the table, acting on M&A, divestitures and cross-border deals from San Francisco. Over on the East Coast, New York-based Ken Myers complements his transactional prowess with expertise in corporate governance, activist defense and takeover defense programs. Other key members of the team operate from Washington DC.

Practice head(s):

Kris Withrow; Douglas Cogen

Other key lawyers:

Ken Myers; Bomi Lee; Alan Smith; Ethan Skerry; David Michaels; Stephen Fisher; Ryan Slunaker

Testimonials

‘Extensive familiarity with Silicon Valley M&A norms, players and market practices makes for efficient deal-making. Deep knowledge of IP, open-source and licensing issues very helpful in both assessing risk and planning integration for tech acquisitions. Collaborates seamlessly with local firms in non-US jurisdictions.’

‘Douglas Cogen and Ken Myers are exceptionally responsive, and give clear, practical advice on both big picture deal making and nitty deal points. They have earned tremendous trust across our entire M&A organization, from corp dev to finance to HR.’

‘Fenwick has demonstrated the ability to understand our business which has been critical when it comes to offering a solution based approach, which in turn allows us to execute quickly and responsibly.’

‘Ken Myers has been instrumental in meeting us where we are as a business and understanding what is important to us in a M&A context. The signal to noise ratio is high.’

‘The team understands where the market is at better than any other law firm in the space. The partners are true experts in their area.’

‘Ryan Slunaker is a great corporate lawyer.’

Key clients

58.com Special Committee

AppLovin

Bill.com

Blue Note Therapeutics

BuzzFeed

Cisco

Day One Biopharmaceuticals

Dream Sports

Etsy

Facebook

Fitbit

Gearbox Software

Glu Mobile

Icertis

Impel NeuroPharma

Morphic Holding

Nextdoor

OSISoft

Outreach

Peloton

PlushCare

Pulumi

Redfin

Sema4

Stripe

TerraClear

Twilio

Work highlights

  • Represented Etsy, Inc. (NASDAQ: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, in its $1.625bn acquisition of Depop, a privately-held, community-led and purpose-driven marketplace for unique fashion.
  • Represented AppLovin Corporation (NASDAQ: APP) in its definitive agreement to acquire Twitter, Inc.’s (NYSE: TWTR) MoPub business for approximately $1bn. MoPub software is used by 45,000 mobile apps to manage their monetization and reaches 1.5 billion addressable users around the world.
  • Represented Peloton Interactive, Inc. (NASDAQ: PTON), a leading interactive fitness platform, in its acquisition of Precor, one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing presence, in a transaction valued at $420m.

K&L Gates

K&L Gates is home to 400 corporate lawyers located across five continents and is extremely active on the cross-border front; its lawyers operate across a wealth of industries, with particular accomplishment in the technology, life sciences, healthcare, financial services, energy, transport and manufacturing fields. Robert Zinn splits his time between New York and Pittsburgh and notably serves as global leader of the firm’s global FinTech practice. Elsewhere, Annette Becker has garnered 25 years’ worth of experience in M&A, corporate governance and strategic relationships, operating from the Seattle office, while over in Chicago, Mark McMillan serves a broad client roster, ranging from owners of Fortune 500 companies through to emerging entities. At the more junior end of the partnership spectrum, Calvina Bostick, a New York lawyer, is acclaimed among media and insurance players whereas Charlotte-based Leah Baucom is developing a prominent reputation for spin-offs, LBOs, shareholder defense and special committee representation matters.

Practice head(s):

Bob Zinn; Rick Giovannelli; Annette Becker; Mark McMillan

Other key lawyers:

David Edgar; Calvina Bostick; Leah Baucom

Testimonials

‘K&L Gates delivers a unique combination of world-wide reach (e.g., offices throughout Asia and Europe), quality legal support, and competitive billing/engagement models. For a smaller company engaging with customers, suppliers and other counterparties around the world, it allows my company to “punch above its weight” with the support of a cost-competitive global law firm.’

‘Provides a local approach to service with access to the resources of a global firm when the situation requires highly specialized expertise.’

‘The team is very fast, pragmatic and they work cohesively. They are also versatile enough to represent the company in a variety of different types of M&A transactions.’

‘Kevin Stichter is supportive, highly experienced and deal oriented. He is at his best when diffusing difficult issues. Leah Baucom can handle many details and is technically excellent.’

‘We primarily work with Ken Marlow’s Nashville based team, though we had one engagement with Rebecca Schaefer. Both are willing to let our in-house team take first chair and Ken’s team is especially practical and timely.

Key clients

Sinch Holding AB

II-VI Incorporated

Microsoft Corporation

Hexagon

Exact Sciences Corporation

Johnstone Supply

Red Ventures Holdco, LP

AeroVironment, Inc.

SPX Corporation

I Am Beyond LLC d/b/a Beyond Yoga

Spartacus Acquisition Corporation

rMark Bio, Inc.

Retail Meetup, LLC

ePlus, Inc.

EX Holdings, Inc.

AGC Flat Glass North America, Inc.

Inivata Pharmaceuticals Ltd.

The Goldfield Corporation

Reliant Bancorp, Inc.

Work highlights

  • Advised Sinch AB (publ) (XSTO: SINCH) on multiple acquisitions over the last year, including three billion plus dollar deals, including the $1.9bn acquisition of Pathwire, the $1.3bn acquisition of SMS marketing technology company MessageMedia and the $1.14bn acquisition of Inteliquent.
  • Representing II-VI Incorporated (Nasdaq: IIVI) in its ongoing $6.3bn acquisition of Coherent, Inc. (Nasdaq: COHR), one of the world’s leading providers of lasers, laser-based technologies and laser-based system solutions, for a mix of cash and stock consideration.
  • Representing Microsoft Corporation in its ongoing acquisition of RiskIQ, a leader in global threat intelligence and attack surface management.

King & Spalding LLP

One of the best firms for middle-market M&A’, King & Spalding LLP is home to a global M&A practice comprising more than 150 lawyers. The US offering is spread across Chicago, Los Angeles, San Francisco and Washington DC, among several other locations, handling acquisitions, divestitures and joint ventures, as well as advising on anti-takeover strategies. Keith Townsend is a corporate finance, governance and M&A specialist who co-heads the practice from Atlanta alongside Rahul Patel , a specialist in multijurisdictional deals. Over in New York, Jonathan Melmed  is third co-chair of the department; he is especially well-connected within the media, telecommunications, pharma and insurance sectors. Key industries for the wider team include energy, power, infrastructure, technology, healthcare and life sciences.

Practice head(s):

Keith Townsend; Rahul Patel; Jonathan Melmed

Other key lawyers:

Enrico Granata; Cal Smith; Erik Belenky

Testimonials

‘One of the best firms for middle market M&A, at a quality:price ratio hard to beat. While the firm handles multi-billion dollar transactions, this is the firm’s bread and butter.’

‘The three most talented are Rahul Patel, Ray Baltz and Jonathan Melmed.’

 

Key clients

Sharecare

Booz Allen Hamilton

United Parcel Service (NYSE: UPS)

Schweitzer-Mauduit International, Inc. (NYSE: SWM)

Great American Outdoors Group

Mailchimp

ManTech International Corporation (Nasdaq: MANT)

Equifax

Americold Realty Trust (NYSE: COLD)

Jernigan Capital (NYSE: JCAP)

The Vincit Group

Lightning eMotors

Hotwire Communications, Ltd.

HeartFlow Holding, Inc.

American First Finance, Inc.

Aaron’s, Inc. (NYSE: AAN)

Kraton

Work highlights

  • Advised The Rocket Science Group LLC d/b/a Mailchimp on its sale of Mailchimp to Intuit Inc. for $12bn.
  • Advised Aaron’s, Inc. in its spin-off of its Aaron’s Business segment. The spin-off resulted in the creation of two, independent publicly-traded companies: PROG Holdings, Inc. and The Aaron’s Company, Inc.. PRG’s market cap is approximately $3bn.
  • Advised Sharecare, Inc. (NASDAQ: SHCR) in its business combination with Falcon Capital Acquisition Corp., a special purpose acquisition company (SPAC), resulting in Sharecare becoming a publicly listed company on NASDAQ, trading under the symbol SHCR. The transaction was valued at approximately $3.9bn.

Orrick, Herrington & Sutcliffe LLP

Orrick, Herrington & Sutcliffe LLP has widely recognized expertise in the technology, pharma, life sciences and energy sectors. The practice is headed by Mark Seneca, a Silicon Valley lawyer, who has notably advised on sell-side transactions for the likes of Google, Facebook, Microsoft and Twitter; his team includes Matthew Gemello, who boasts substantial experience in a wealth of deal types including public takeovers, private company buyouts and business carveouts. A further point of differentiation is the group’s depth of experience in cross-border transactions, a strength underlined by the firm’s extensive international network spread across 20 jurisdictions.

Practice head(s):

Mark Seneca; David Ruff; Patrick Tardivy

Other key lawyers:

Matthew Gemello; David Schwartz; Hari Raman; Leah Recht

Testimonials

‘Responsiveness, commercial pragmatism, ease of use by lawyers and business teams alike, billing flexiility and general agility.’

‘David Schwartz is recommended’

‘Depth of experience in cross-border transactions.’

 

Key clients

Weta Digital

Workday

Apex Clean Energy

Zynga

Macquarie

Superior Plus

Expanse

Turn/River

Venafi

Aria Energy

Invoice2go

Enlight

Reigning Champs

Fisker

Kognitiv

SOC Telemed

Sizewise

Shopify

Work highlights

  • Advised Workday, a leader in enterprise cloud applications for finance and human resources, in three transactions in the past year, including its $510m acquisition of VNDLY, its acquisition of Zimit and $700m acquisition of Peakon.
  • Advised Apex Clean Energy, a renewable energy company that specializes in the development, construction and operation of utility-scale wind and solar power facilities across North America, in an agreement to sell a majority stake in the company to funds and other accounts managed by Ares Management Corporation (NYSE:ARES).
  • Advised Fisker, an American electric vehicle automaker, on its merger with Spartan Energy Acquisition (NYSE: SPAQ), a special purpose acquisition company sponsored by an affiliate of Apollo Global Management, resulting in Fisker becoming a publicly listed company. The merger values Fisker at a $2.9bn pro forma equity value.

Pillsbury Winthrop Shaw Pittman LLP

A team particularly accomplished in the technology, media, energy and financial services sectors, Pillsbury Winthrop Shaw Pittman, LLP is instructed on an array of corporate transactions. On the East Coast, New York-based Jeffrey Delaney serves as global practice group leader and is supported by co-leader Jonathan Russo, who complements his transactional expertise with venture capital financing, securities, SEC disclosure and corporate governance knowhow. Over on the West Coast, Justin Hovey co-chairs the group, serving a variety of entrepreneur, investor, social media, online advertising, video game and esports clients from the San Francisco office.

Practice head(s):

Jeffrey Delaney; Jonathan Russo; Justin Hovey

Other key lawyers:

Stephen Amdur; Jarrod Murphy; Donald Kilpatrick; Allison Leopold Tilley

Key clients

ATT

BioLegend

Foursquare Labs

IQVIA

Invitae

Inphi Corp.

NuVia

NextEra Energy Partners, LP

SYNNEX Corporation

Support.com

The Raine Group

Work highlights

  • Representing Inphi Corporation, a leader in high-speed data movement, in its announced sale to Marvell Technology Group Ltd., a leader in infrastructure semiconductor solutions, in a cash and stock transaction with an implied valuation of approximately $10bn.
  • Represented The Raine Group in connection with the $2.7bn business combination between DraftKings Inc., a digital sports entertainment and gaming company known for its industry-leading daily fantasy sports and mobile sports betting platforms, Diamond Eagle Acquisition Corp. (Nasdaq: DEAC), a publicly traded special purpose acquisition company, and SBTech, an international turnkey provider of cutting-edge sports betting and gaming technologies.
  • Represented Bal Seal Engineering, Inc., a global provider of custom-engineered sealing, connecting, conducting and shielding solutions for original equipment manufacturers, in its sale to Kaman Corporation.

Winston & Strawn LLP

At Winston & Strawn LLP, the corporate team is able to call upon the wider firm's extensive tax, antitrust and regulatory expertise to provide a full-service offering to clients. The practice is instructed on a comprehensive array of matters including public and private M&A, cross-border deals, take-private transactions, carve-outs and distressed acquisitions. Based in Chicago, Matthew Costigan is especially well-versed within the consumer product, financial services and banking fields; he co-leads the practice alongside Uri Doron whose broad industry expertise includes industrials, defense, biomedical, pharmaceuticals and fashion. Costigan is supported locally by Matthew Bergmann , a veteran of countless M&A, private equity and capital markets transactions, as well as Timothy Kincaid who supplements his transactional prowess with contract, entity formation and corporate governance knowhow. TMT sector specialist Katie Blaszak joined the Washington DC office from Eversheds Sutherland in February 2021.

Practice head(s):

Matt Costigan; Uri Doron

Other key lawyers:

Matthew Bergmann; Timothy Kincaid; Katie Blaszak; Eva Davis; Christina Tate; Allen Miller; Oscar David

Testimonials

‘Committed to executing aggressive timelines’

‘ Eva Davis has been the most key resource for us. Her practical advice based on what makes business sense has been very helpful to us on multiple projects.’

 

Key clients

AAR Corp.

Alkuri Global Acquisition Corp.

Alkuri Global Acquisition Corp.

Allscripts Healthcare Solutions Inc.

American Access Casualty Company

Beam Suntory Inc.

Boxwood Merger Corp.

Chart Industries, Inc.

Corning Incorporated

Diamond Eagle Acquisition Corp.

Diginex Limited

Dune Acquisition Corp.

Echo Global Logistics, Inc.

FAST Acquisition Corp.

Fathom Digital Manufacturing Corporation

Forum Merger II Corporation

Founder SPAC

Glycom A/S

Grundfos Holding A/S

Holicity, Inc.

International Dehydrated Foods, LLC

Kainos Capital

KAR Auction Services, Inc.

Kleinfelder Group

Koppers, Inc.

LAACO, Ltd.

Miffin Associates Corp.

Molina Healthcare

Morningstar, Inc.

Motorola Solutions

Netfin Acquisition Corp.

NexPoint Advisors, L.P.

Quantam FinTech Acquisition Corporation

R1 RCM, Inc.

Reyes Holding, LLC

Sandvik Mining and Construction BV

Surgical Science Sweden AB

Thomas Publishing Company

TreeHouse Foods, Inc.

Velocity Acquisition Corp.

Wind Point Partners

Silva International, Inc.

Skillz, Inc.

SW Brewing Company

Work highlights

  • Represented Danfoss A/S in its acquisition of Eaton’s Hydraulics business for a cash purchase price of $3.3bn.
  • Represented Echo Global Logistics, Inc. (Nasdaq: ECHO), a leading provider of technology-enabled transportation and supply chain management services, in its definitive agreement to be acquired by funds managed by The Jordan Company, L.P., a global private equity firm, for an equity value of approximately $1.3bn.
  • Represented Miffin Associates Corp. in connection with its $2.2bn sale to certain affiliates of Millicom International Cellular, S.A. (“Millicom”) of a 45% equity interest in Tigo Guatemala, the wireless telecommunications business in Guatemala previously owned and operated as a joint venture between Miffin and Millicom.

BakerHostetler

Baker & Hostetler LLP is active on a number of different fronts, but counts TMT deals in the middle-market as its keystone. The practice is distinctly knowledgeable of inbound transactions, a particular forte of team co-head Steven Goldberg, and oversees deal flows from the UK, India, France, Germany, Spain and elsewhere in Europe. Asim Grabowski-Shaikh is based in New York alongside Goldberg and recently made partner, having garnered significant exposure to M&A, securities offerings and de-SPAC transactions.

Practice head(s):

Steven Goldberg

Other key lawyers:

Asim Grabowski-Shaikh

Key clients

The E.W. Scripps Company

MTD Holdings

Transdigm

Dynamo Software

Big River Steel

Marriott Vacations Worldwide

Blue Point Capital Partners

Dow Jones

Metropolitan Real Estate Equity Management

Landmark Properties

The E.W. Scripps Company

MTD Holdings

Transdigm

Dynamo Software

Big River Steel

Marriott Vacations Worldwide

Blue Point Capital Partners

Dow Jones

Metropolitan Real Estate Equity Management

Landmark Properties

Work highlights

  • Acted as lead transactional counsel for The E.W. Scripps Company, including on the $2.65bn acquisition of ION Media and the related preferred investment in Scripps by Berkshire Hathaway.
  • Served as primary transaction counsel to TransDigm Group Inc. in multiple transactions, including the acquisition of Cobham Aero Connectivity, the sale of ScioTeq and TREALITY Simulation Visual Systems to OpenGate Capital; and the divesture of Avista Engineering Services. (over $1bn).
  • Representing Marriott Vacations Worldwide in the acquisition of Welk Resorts, one of the largest independent timeshare companies in North America, for $485m.

Goodwin

A team which combines regulatory and transactional expertise, Goodwin advises on a wide range of corporate deals, calling upon the firm’s antitrust and competition knowhow to provide early regulatory planning advice. The practice is chaired from Boston by Lisa Haddad , Deborah Birnbach , John Haggerty and Stuart Cable , a specialist in the life sciences sector. Over on the West Coast, Alessandra Simons serves as co-chair of the technology practice and is carving out a prominent reputation for deals within the sector.

Practice head(s):

Stuart Cable; Lisa Haddad; Deborah Birnbach; John Haggerty

Other key lawyers:

Alessandra Simons; Andrew Weidhaas; Jacqueline Mercier

Testimonials

‘Full-service across the spectrum – M&A, tax, compliance, regulatory – all under the same umbrella. Works seamlessly together like clockwork.  I love how easy it is to work with them, and how much we have confidence in their viewpoints and counsel. Outstanding experience.’

‘Alessandra Simons is an outstanding M&A partner. A trusted advisor and became a friend. No doubt she was fighting for our interests and paying attention to every detail.’

 

Key clients

MyoKardia

Trillium Therapeutics

Centerview Partners

Yumanity Therapeutics

Thrive Earlier Detection

Shields Health Solutions

Cerevel Therapeutics

KIND

AMAG Pharmaceuticals

bluebird bio

Work highlights

  • Counsel to Cadent Therapeutics on its $770m acquisition by Novartis (NYSE: NVS).
  • Counsel to Freshly in its $950m sale to Nestlé USA.
  • Counsel to Arena Solutions, a JMI Equity portfolio company, on its $715m acquisition by PTC (Nasdaq: PTC).

Hunton Andrews Kurth LLP

At Hunton Andrews Kurth LLP, the M&A team pulls together multidisciplinary transactional, competition, data protection, labor, securities, tax and IP expertise. Richmond-based Steven Haas handles a wide range of corporate transactions, and is also active on the corporate governance and shareholder activism fronts. Steven Patterson, a member of the Washington DC office, co-chairs the team alongside Haas and is particularly well-regarded among retail and consumer products entities. The practice is also active in the field of energy-related deals, owing to the extensive expertise of Michael O’Leary in Houston.

Practice head(s):

Steven Haas; Steve Patterson

Other key lawyers:

Gary Thompson; Michael O’Leary; Fernando Alonso; Peter Weinstock; Kevin Georgerian

Testimonials

‘Hard working, quick turnaround responses, available to discuss always and very talented resources.’

‘Honest, speak their minds, not necessarily what the client wants to hear but the truth, always looking for solutions and alternatives.’

‘Hunton is very deal savvy, practical and responsive and provide great value to any M&A deal they work on.’

‘Steve Haas has been the primary partner I have worked with on M&A deals and he exemplifies all the firm’s qualities and attributes.’

Work highlights

  • Advising Industrial Logistics Properties Trust (ILPT) in its announced $4bn acquisition of Monmouth Real Estate Investment Corp.
  • Represented Sunlight Financial LLC in connection with its $1.3bn merger with Spartan Acquisition Corp. II.
  • Advised Capstead Mortgage Corp. in its $1.07bn merger with Benefit Street Partners Realty Trust, Inc.

McDermott Will & Emery LLP

McDermott Will & Emery LLP predominantly operates in the middle to upper-middle market field, handling transactions in the $50m-$1bn range. The practice is bolstered by dedicated healthcare, TMT and IT groups and is also known for its work in the energy, food and beverage, manufacturing and chemicals sectors. Based in Miami, Harris Siskind serves as global head of the transactions practice group, handling a variety of acquisitions and divestitures, and leveraging previous experience working in the securities and manufacturing industries. Todd Finger operates from New York, serving as head of the local practice, leading on mergers, stock and asset deals, LBOs, joint ventures and restructuring transactions, among other deal types.

Practice head(s):

Harris Siskind; Brooks Gruemmer; Frederic Levenson; Todd Finger; Wilson Chu

Other key lawyers:

Sam Snider; Laurence Bronska; John Tamisiea; Jack Langlois; Joanna Jung-Erh Lin; Diego Gómez-Cornejo; Ann Marie Brodarick; Paul Puckett

Key clients

Aisling Capital

Ajax Health LLC

Allscripts Healthcare Solutions, Inc. (NASDAQ: MDRX)

Ampersand Capital Partners

Amulet Capital Partners, L.P.

Ardent Investors, LLC

Asurion

Atlantic Street Capital

AUA Private Equity Partners

Baker Hughes

Batchelor & Kimball, Inc.

Baxter Healthcare Corporation (NYSE: BAX)

BDO USA, LLP

Bernhard Capital Partners Management, LP,

Biospring Partners

Blue Cross and Blue Shield of Florida, Inc.

Blue Sea Capital

Boyne Capital Partners

Cambridge Capital

Center for Diagnostic Imaging (“CDI”)

CenterGate, Capital

Charles River Laboratories International, Inc.

Clinify Inc

Comvest Partners

Deerfield Management Company

Dialexa, LLC

Downtown Music

Enhanced Healthcare Partners (“EHP”)

Fidelis Cybersecurity, Inc

Fireman Capital Partners

Gauge Capital

Gemspring Capital Management, LLC

General Atlantic

General Electric Company

Great Point Partners

H.I.G. Capital, LLC

Havencrest Healthcare Partners, LP

HCI Capital Partners/ HCI Equity Partners, LLC

Hidden Harbor Capital Partners

IA Capital Group

Independent Pet Partners (“IPP”)

Industrial Opportunity Partners

Irving Oil

J. M. Huber Corporation

Kaiser Aluminum Corporation

KKR Partners

Kraken Resources LLC

LaSalle Capital Group

Lee Equity Partners

LightBay Capital

Lindsay Goldberg

Lorient Capital Management, LLC

Martis Capital Management

Maxons Restorations, Inc.

Midcon Holdco Partners LLC

Mid-State Industrial Maintenance

Monadnock Resources LLC

Motorola Solutions, Inc. (NYSE: MSI)

Natixis

Nautic Partners, LLC

New Harbor Capital

Novelis

Oasis Petroleum Inc.

PeopleConnect, Inc.

Plateau Excavation, Inc.

Puttshack Ltd

Rainier Capital Partners

Revelstoke Capital Partners

RiverGlade Capital, LP

Riverside Partners

Sheridan Capital Partners

SiriusPoint Ltd

Skyview Capital

Softhale NV

Spanos, Barber Jesse & Co.

Spartech, LLC

Spring Management OK, LLC

Staple Street Capital

Sterling Partners

Steward Health Care System LLC

The Coca-Cola Company

The McQuade Center for Strategic Research and Development, LLC

The O’Neil Family

The Sterling Group

Third Point Reinsurance Ltd

Thomas H. Lee Partners

United Promotions Inc.

United Services Automobile Association (“USAA”)

United Veterinary Care, LLC

Viking Global

WC SACD Holdings, Inc. d/b/a Aura

Wellspring Capital Management LLC

Westshore Capital Partners

WindRose Health Investors

Aisling Capital

Ajax Health LLC

Allscripts Healthcare Solutions, Inc. (NASDAQ: MDRX)

Ampersand Capital Partners

Amulet Capital Partners, L.P.

Ardent Investors, LLC

Asurion

Atlantic Street Capital

AUA Private Equity Partners

Baker Hughes

Batchelor & Kimball, Inc.

Baxter Healthcare Corporation (NYSE: BAX)

BDO USA, LLP

Bernhard Capital Partners Management, LP,

Biospring Partners

Blue Cross and Blue Shield of Florida, Inc.

Blue Sea Capital

Boyne Capital Partners

Cambridge Capital

Center for Diagnostic Imaging (“CDI”)

CenterGate, Capital

Charles River Laboratories International, Inc.

Clinify Inc

Comvest Partners

Deerfield Management Company

Dialexa, LLC

Downtown Music

Enhanced Healthcare Partners (“EHP”)

Fidelis Cybersecurity, Inc

Fireman Capital Partners

Gauge Capital

Gemspring Capital Management, LLC

General Atlantic

General Electric Company

Great Point Partners

H.I.G. Capital, LLC

Havencrest Healthcare Partners, LP

HCI Capital Partners/ HCI Equity Partners, LLC

Hidden Harbor Capital Partners

IA Capital Group

Independent Pet Partners (“IPP”)

Industrial Opportunity Partners

Irving Oil

J. M. Huber Corporation

Kaiser Aluminum Corporation

KKR Partners

Kraken Resources LLC

LaSalle Capital Group

Lee Equity Partners

LightBay Capital

Lindsay Goldberg

Lorient Capital Management, LLC

Martis Capital Management

Maxons Restorations, Inc.

Midcon Holdco Partners LLC

Mid-State Industrial Maintenance

Monadnock Resources LLC

Motorola Solutions, Inc. (NYSE: MSI)

Natixis

Nautic Partners, LLC

New Harbor Capital

Novelis

Oasis Petroleum Inc.

PeopleConnect, Inc.

Plateau Excavation, Inc.

Puttshack Ltd

Rainier Capital Partners

Revelstoke Capital Partners

RiverGlade Capital, LP

Riverside Partners

Sheridan Capital Partners

SiriusPoint Ltd

Skyview Capital

Softhale NV

Spanos, Barber Jesse & Co.

Spartech, LLC

Spring Management OK, LLC

Staple Street Capital

Sterling Partners

Steward Health Care System LLC

The Coca-Cola Company

The McQuade Center for Strategic Research and Development, LLC

The O’Neil Family

The Sterling Group

Third Point Reinsurance Ltd

Thomas H. Lee Partners

United Promotions Inc.

United Services Automobile Association (“USAA”)

United Veterinary Care, LLC

Viking Global

WC SACD Holdings, Inc. d/b/a Aura

Wellspring Capital Management LLC

Westshore Capital Partners

WindRose Health Investors

Work highlights

  • Represented REGENXBIO in a $1.8bn strategic partnership with AbbVie to develop and commercialize RGX-314, a potential one-time gene therapy for the treatment of wet age-related macular degeneration (wet AMD), diabetic retinopathy (DR) and other chronic retinal diseases.
  • Represented Allscripts Healthcare Solutions, Inc. in the execution of a definitive agreement to sell its CarePort Health business to WellSky Corp., a global health and community care technology company, for $1.35bn.
  • Represented the U.S. subsidiary of a leading Tokyo headquartered and listed med-tech company and leading supplier of innovative high-tech and medical products in its bid to acquire a leading distributor of optical products and manufacturer of custom contact lenses.

Norton Rose Fulbright

At Norton Rose Fulbright, one of the largest firms globally, the corporate and M&A team is equipped to support on the full array of mandates; covering public and private M&A, disposals, corporate governance, shareholder affairs, regulatory issues and general day-to-day advice. Scarlet McNellie  chairs the practice from Dallas, also the home office of Glen Hettinger,  a lawyer who has accumulated specialist expertise of the financial institution and technology sectors. Over on the East Cost, Kessar Nashat is a prominent name within the New York market with a particular fortitude for transactions within the renewable energy, manufacturing, aerospace, defense, software and technology fields.

Practice head(s):

Scarlet McNellie

Other key lawyers:

Daryl Lansdal; Kessar Nashat; Glen Hettinger; Brandon Byrne

Testimonials

‘Extremely responsive. Great market knowledge. Very commercial.’

 

Key clients

AmeriQual Group

CBTX

Shell

J.P. Hart Lumber Company

Raymond James Financial, Inc.

Sterling Investment Partners

Rush Enterprises, Inc.

Ullico

Waddell & Reed Financial, Inc.

World Fuel Services Corporation

Work highlights

  • Advised Shell Enterprises LLC (Shell), a subsidiary of Royal Dutch Shell plc, in connection with its US$9.5bn sale of its Permian business to ConocoPhillips.
  • Advised CBTX on its  merger with Allegiance Bancshares, creating a combined company with an equity market capitalization of approximately US$1.5bn.
  • Advised Waddell & Reed Financial, Inc. (NYSE: WDR), an investment management and wealth management services firm, in its $1.7bn merger with Macquarie Asset Management, the asset management division of Macquarie Group.

Schulte Roth & Zabel LLP

Schulte Roth & Zabel LLP, a key player in the New York market, handles a variety of public and private M&A, spin-offs and joint ventures, predominantly focusing on the middle- and upper-middle markets. Other key distinguishers of the practice include its dedicated shareholder activism department, its prowess in private equity-driven transactions and investment management M&A, as well as its track record in real estate, bankruptcy and restructuring-related deals. Eleazer Klein fronts the department which has handled a number of multi-billion dollar transactions in the financial services sector of late and is also active in the automotive, energy, health, telecoms and utilities fields.

Practice head(s):

Eleazer Klein

Other key lawyers:

Ian Levin; Brian Miner; Lawrence Natke

Key clients

26 Capital Acquisition Corp.

272 Capital LP

American Water Works Company Inc.

Birch Grove Capital

Cambium Learning Group

Cerberus Capital Management LP

DynCorp International

HG Vora

Mason Partners

Tenor Capital

Veritas Capital

Woodline Partners

WilmerHale

WilmerHale handles M&A transactions on a global scale, fielding key attorneys throughout the US and Europe; the team possesses expert knowledge of the life sciences, technology, communications, defense and financial services sectors and is adept in all manner of transactions such as tender offers, stock-for-stock mergers, cash mergers, acquisitions and spin-offs. Joseph Conahan is renowned for his transactional, corporate governance and related regulatory expertise and operates from Boston alongside Hal Leibowitz, an M&A, public offering and venture capital financing specialist; the pair jointly head the practice and are supported by 'outstanding M&A lawyerAndrew Bonnes locally, as well as New York-based Chris Barnstable-Brown who, in addition to his M&A work, provides a full lifecycle service to a number of emerging growth companies.

Practice head(s):

Joseph Conahan; Hal Leibowitz

Other key lawyers:

Mick Bain; Stephanie Evans; Jason Kropp; Keith Trammell; Joseph Wyatt; Chris Barnstable-Brown; Andrew Bonnes

Testimonials

‘What makes the practice unique is the knowledge the team has of the latest developments and market positions taken by buyers and sellers. The team does an amazing job of keeping up to date with market trends.’

‘Hal Leibowitz has been our lead M&A attorney for over 13 years and he never ceases to amaze me with his knowledge of market trends. He is prepared for every negotiation session we have, not just understanding our issues but all of the relevant background of the other party, the other party’s law firm and other negotiation patterns. I have also been enormously impressed with Andrew Bonnes, a partner, who has worked on some of our more recent deals.’

‘This firm has experts at all levels of M&A and corporate and securities laws. They have former government employees who provided invaluable advice on that side of transactions, they have deep expertise on financing of transactions and they have deep experience in all types of M&A. There is not much they have not seen or done and they have people they can turn to in all areas.’

‘Andrew Bonnes is an outstanding M&A lawyer as well as corporate securities lawyer. He seems to relish negotiating transactions and is always available to provide invaluable assistance and leadership on a deal.’

Key clients

Alairion, Inc.

Bounteous, Inc.

Casella Waste Systems, Inc.

Catabasis Pharmaceuticals, Inc.

Cloud9 Technologies LLC

Danaher Corporation

Houghton Mifflin Harcourt

Lookout, Inc.

Mountaingate Capital

Nantero, Inc.

Progress Software Corporation

Soraa Laser Diode, Inc. (KYOCERA SLD Laser, Inc.)

Spectris plc

Stash

TechTarget, Inc.

Thermo Fisher Scientific Inc.

UKG, Inc.

WEX Inc.

Xpress Natural Gas LLC

Zaius, Inc.

Alairion, Inc.

Bounteous, Inc.

Casella Waste Systems, Inc.

Catabasis Pharmaceuticals, Inc.

Cloud9 Technologies LLC

Danaher Corporation

Houghton Mifflin Harcourt

Lookout, Inc.

Mountaingate Capital

Nantero, Inc.

Progress Software Corporation

Soraa Laser Diode, Inc. (KYOCERA SLD Laser, Inc.)

Spectris plc

Stash

TechTarget, Inc.

Thermo Fisher Scientific Inc.

UKG, Inc.

WEX Inc.

Xpress Natural Gas LLC

Zaius, Inc.

Alairion, Inc.

Bounteous, Inc.

Casella Waste Systems, Inc.

Catabasis Pharmaceuticals, Inc.

Cloud9 Technologies LLC

Danaher Corporation

Houghton Mifflin Harcourt

Lookout, Inc.

Mountaingate Capital

Nantero, Inc.

Progress Software Corporation

Soraa Laser Diode, Inc. (KYOCERA SLD Laser, Inc.)

Spectris plc

Stash

TechTarget, Inc.

Thermo Fisher Scientific Inc.

UKG, Inc.

WEX Inc.

Xpress Natural Gas LLC

Zaius, Inc.

Work highlights

  • Advised Soraa Laser Diode, Inc. in its $467m acquisition by Kyocera Corporation.
  • Advised Houghton Mifflin Harcourt in its $349m divestiture of HMH Books & Media, its consumer publishing business.
  • Advised WEX Inc. in its $275m acquisition of benefitexpress, and its $250 million acquisition of certain health savings account assets of Healthcare Bank (a division of Bell Bank)

Dentons

Dentons fields one of the largest international networks of any firm, spread across 207 locations in 82 countries, and hones its focus on regulated sectors such as healthcare, energy, financial services and manufacturing. The practice is chaired globally from Chicago by Michael Froy who specializes in M&A, both domestic and cross-border, securities offerings, corporate governance and public company compliance affairs. In Kansas City, Mitchell Albert runs a varied workload which encompasses transactions, joint ventures, licensing agreements, distribution contracts and capital raising.

Practice head(s):

Michael Froy; Mitchell Albert; Mark Stabile; Russell Smith; Rick Guerisoli; Joseph Ritchey

Testimonials

‘Dentons has the resources and breadth of a large firm and the touch of a small boutique. We feel like a member of the family and always get the great business judgement and work product that we need. We work with partners rather than junior staff.’

‘Mitchell Albert, our day-to-day partner, has invested the time and energy to throughly understand our business. He cares deeply about our success, rolls up his sleeves and gets into the detail of every transaction. He is not only an expert in M&A, but is a trusted business advisor. He is smart, experienced and has great judgement. As a middle-market company, we rely heavily upon him for general counsel work and advice. We can’t stay enough wonderful things about him.’

‘The Pittsburgh team at Dentons has a very sophisticated mid-market M&A practice. I regularly see them matched up against big firms in larger cities, and the Dentons team seems to be highly effective in those engagements.’

Key clients

Weingarten Realty Investors

The Andersons, Inc.

High Bluff Capital Partners, LLC

Independence Holding Company

Align Financial Holdings

McFarlane Aviation, Inc.

Luxco, Inc.

German American Bancorp, Inc.

SIDIS Corp; Propel Labs, Inc.

Management Services Organization of Physician Practices, ACOs and Independent Physician Organizations

RSG Group GmbH; RSG Group North America, LP

Schenck Process

Atlas World Group

James Richardson & Sons, Ltd.

Energy Distribution Partners

Work highlights

  • Represented Weingarten Realty Investors in its strategic merger with Kimco Realty Corp. The merger combines Weingarten’s portfolio of grocery-anchored shopping centers in the Sun Belt with Kimco’s complementary portfolio of open-air, grocery-anchored shopping centers and mixed-use assets.
  • Represented The Andersons, Inc. (Nasdaq: ANDE), a diversified company rooted in agriculture conducting its business in the trade, ethanol, plant nutrient and rail sectors, in the sale of its business of owning and leasing railcars, locomotives and barges for approximately $550m to American Industrial Transport, Inc., an affiliate of ITE Management.
  • Represented Luxco, Inc and its subsidiaries in its sale to MGP Ingredients, Inc. (Nasdaq: MGPI) in 2021. Luxco, an owner and producer of numerous spirits brands, is now partnered with MGPI, one of the largest spirits producers in the world.

Jenner & Block LLP

Jenner & Block LLP is geared to support at all stages of M&A transactions, from front-end strategic planning through to deal process management and closing. The practice covers joint ventures, strategic alliances and divestitures and is home to lawyers adept in the sports, life sciences, healthcare, food, technology and chemical sectors, among others. Joseph Gromacki and Thomas Monson operate from Chicago, co-heading the practice alongside New York-based Kevin Collins and Carissa Coze who works from Los Angeles. A further standout name is Edward Prokop, also part of the New York office, who co-chairs the firm’s dedicated cross-border transactions practice, handling a variety of buy- and sell-side deals.

Practice head(s):

Joseph Gromacki; Thomas Monson; Kevin Collins; Carissa Coze

Other key lawyers:

Edward Prokop

Key clients

Aerojet Rocketdyne

Albertsons

Aon plc

Archer Daniels Midland Company

Cboe

Cox Communications

General Dynamics Corporation

General Motors

Honeywell International Inc.

Lonza Group AG

Schneider Electric

Snyder’s-Lance, Inc.

The Hertz Corporation

Work highlights

  • Advised Aerojet Rocketdyne Holdings, Inc. (NYSE: ARJD) in the announced acquisition by Lockheed Martin Corporation (NYSE: LMT) in an all-cash transaction with a total equity value of $5.0bn.
  • Advised Zebra Technologies in its plan to acquire antuit.ai, a provider of artificial intelligence-powered Software-as-a-Service solutions specific to forecasting and merchandising for the retail and consumer packaged goods (CPG) industries.
  • Advised a Special Committee of Galaxy Digital Holdings on the acquisition of BitGo, an independent digital assets infrastructure provider, for $1.2bn.

Reed Smith LLP

Reed Smith LLP has a well-established presence in key markets including New York, Chicago, Dallas, Los Angeles, San Francisco, Silicon Valley, Pittsburgh and Philadelphia. The practice is extensively well-versed in a broad array of mandates including M&A, takeover defense, take-privates, divestitures, LBOs and day-to-day operational advice. Jennifer Cheng, a member of the New York office, co-chairs the practice and is especially knowledgeable of the technology, finance and healthcare sectors, also boasting distinct expertise in distressed and special situations; the wider team is also active in the private equity, life sciences, pharmaceutical, medical device, biotech, industrial and manufacturing fields.

Practice head(s):

James Tandler; Jennifer Cheng; Siddesh Bale; Michael Lee; Michael Young; Mark Pedretti; Bradley Schmarak; Christopher Sheaffer

Testimonials

‘Reed Smith has assembled a world-class group of expert corporate M&A lawyers with deep experience and expertise that delivers timely and effective legal counsel to their clients.’

‘The corporate M&A lawyers at Reed Smith bring unbridled technical expertise and deep experience to bear for the benefit of their clients and do so at highly competitive rates vis-a-vis competitors.’

‘I absolutely love working with the Reed Smith M&A team. They are extremely responsive, knowledgeable, practical, innovative, creative, and collaborative. We have switched all of our M&A over to them because we get so much more for our money than prior M&A firms. They listen to our concerns, respect our knowledge of our industry, and work ferociously to get to the outcome we want without alienating the other parties. I am just so impressed with their breadth of experience and knowledge and their professionalism at all times.’

‘We have been working together for a few years and they understand what we need to complete an acquisition’