Hall Of Fame

Next Generation Partners

Leading Associates

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

Cadwalader, Wickersham & Taft LLP

Cadwalader, Wickersham & Taft LLP’s prominent market reputation is evidenced by its frequent involvement in complex and cross-border M&A, often representing leading financial institutions and investment banks. Clients praise the New York-based group’s ‘outstanding business acumen’, where co-heads William Mills and Richard Brand are jointly skilled in public and private M&A, divestitures, takeover defense, joint ventures, and spin-offs. Stephen Fraidin represents bidders and targets in high-profile M&A, Gregory Patti counsels clients on negotiated acquisitions and advises special purpose acquisition companies on various transactions, and Nick Ramphal adeptly handles leveraged buyouts and M&A in the tech and insurance sectors. Daniel Raglan showcases transactional expertise in the data and analytics fields.

Practice head(s):

William Mills; Richard Brand


Other key lawyers:

Stephen Fraidin; Gregory Patti; Nick Ramphal; Daniel Raglan


Testimonials

‘Legal expertise combined with outstanding business acumen and exceptional responsiveness.’

‘We recommend Richard Brand and Greg Patti.’

Key clients

AlTi Tiedemann Global (“AlTi”)


AngioDynamics


Mason Capital Management


Pershing Square SPARC Holdings


TSD Mobility Solutions


Work highlights


  • Advised Pershing Square SPARC Holdings in the successful registration of a first-of-its-kind Special Purpose Acquisitions Rights Company (SPARC), led by investor Bill Ackman.
  • Advised the investment vehicle of an ultra-high-net-worth Saudi Arabian family on an investment more than $1bn in a global children’s clothing retailer.
  • Advising the world’s leading steel and mining company in its acquisition of a substantial stake in a South American renewable energy provider.

Hughes Hubbard & Reed LLP

Clients come to Hughes Hubbard & Reed LLP for its ‘solution oriented and proactive approach’, where the M&A department advises an array of institutional clients within the media, tech, and financial services sectors. The group’s workload covers cross-border M&A, complex business combinations, minority investments, joint ventures, and advising foreign clients on acquisitions of US businesses. Chuck Samuelson, who advises on public and private M&A and going-private transactions, leads the practice alongside Kenneth Lefkowitz, who is experienced in dispositions, proxy fights, private equity, and hostile takeovers. Michael Traube concentrates on SPACs and strategic investments, while the ‘outstanding and knowledgeable’ Gerold Niggemann covers cross-border M&A, primarily representing strategic and financial investors. Scott Naturman is a key contact for private equity firms, whereas Devon Pope works on stock and asset purchases. All named individuals are based in New York.


Practice head(s):

Chuck Samuelson; Kenneth Lefkowitz


Other key lawyers:

Michael Traube; Gerold Niggemann; Scott Naturman; Devon Pope


Testimonials

‘The team has been very solution oriented and proactive in getting the deal done. Further, the team has also leveraged AI to review and conduct due diligence on contracts, which saves time.’

‘Ken Lefkowitz, Michael Traube, and Scott Naturman are all exceptional lawyers and leaders, and have helped us navigate complex transactions in record time.’

‘The team offers the whole range of legal services in connection with an M&A deal in an efficient, profound and business oriented way.’

‘Gerold Niggemann is an outstanding, knowledgeable, professional and result-oriented partner who leads his team efficiently. His engagement and communication skills are outstanding. We were very happy to work with him and his team.’

Key clients

Sotheby’s Holdings UK and Bidfair


Rheinmetall AG


Knorr-Bremse AG


OYO


Lufthansa


Standard Motor Products, Inc.


ANI Pharmaceuticals


Cantor Fitzgerald


Bloomsbury Publishing


Aurelius Group


Work highlights


  • Advised Sotheby’s on a definitive agreement with ADQ, under which ADQ acquired a minority interest in Sotheby’s.
  • Representing Rheinmetall AG in its pending acquisition of Loc Performance Products for a total purchase price of $950m.
  • Advised Knorr-Bremse AG in its approximately $630m acquisition of the North American conventional rail signalling business of Alstom.

King & Spalding LLP

Cementing its status as a market-leader, King & Spalding LLP provides ‘highly tailored advice’ to public and private companies and private equity firms, primarily pertaining to joint ventures, tender offers and proxy contests, and acquisitions and divestitures of public and private companies. The M&A department’s leadership trio comprises New York-based Jonathan Melmed, who handles global M&A, SPACs, and strategic corporate deals, and Atlanta-based duo Rahul Patel and Keith Townsend, who are proficient in business combinations and public and private M&A, respectively. New York lawyer Enrico Granata handles negotiated and contested M&A and restructurings, while Silicon Valley-based Joseph Halloum concentrates on leveraged buyouts, carve-outs, and corporate governance. In Houston, the ‘highly attuned’ Jonathan Newton offers guidance on securities offerings and strategic initiatives, while Atlanta-based Robert Leclerc assists private companies on complex M&A and fiduciary duty considerations.

Practice head(s):

Jonathan Melmed; Rahul Patel; Keith Townsend


Other key lawyers:

Enrico Granata; Joseph Halloum; Jonathan Newton; Rob Leclerc


Testimonials

‘Rahul Patel has a “whatever it takes” commitment to client service. The compounded effect of many small things done consistently well over a long period of time has made him indispensable to our company.’

‘The firm truly understands our company and sector. Their deep client insight, combined with functional expertise, allows them to provide highly tailored advice. Collaboration across departments and offices is seamless, making it feel like working with one cohesive team, even when attorneys are in different locations or countries.’

‘Jonathan Newton – he is key to making the firm’s engagement across locations and countries feel seamless. He consistently brings in the right experts at the right time, ensuring everyone is well-briefed and prepared to support. Highly attuned to the market.’

Key clients

Cox Enterprises, Inc.


Drone Racing League, Inc.


The Home Depot Inc. (NYSE: HD)


SK Capital Partners


IQVentures Holdings, LLC


United Parcel Service, Inc. (NYSE: UPS)


Mainline information Systems, Inc.


Kodiak Gas Services, Inc. (NYSE: KGS)


Sharecare, Inc. (NASDAQ: SHCR)


USA Rare Earth, LLC


Equistar Chemicals, LP. / LyondellBasell (NYSE: LYB)


Quanta Services (NYSE: PWR)


Magnera Corporation (f/k/a Glatfelter Corporation) (NYSE: MAGN)


NCR Voyix Corporation (NYSE: VYX)


White Energy Holdings, LLC


Almaviva


H.I.G. Capital


One Investment Management


Quantum Capital Group


ServiceNow, Inc.


Work highlights


  • Advised Cox Enterprises in its acquisition of OpenGov.
  • Advised United Parcel Service, Inc in the sale of its Coyote Logistics business.
  • Advised NCR Voyix Corporation in the carveout sale of its digital banking business to Veritas Capital.

McDermott Will & Emery LLP

The M&A practice at McDermott Will & Emery LLP stands out for its involvement in complex and high-profile transactions, often involving a cross-border element in Asia and Europe. Advising a range of multinationals and media and entertainment houses, the group has niche expertise in the healthcare and tech sectors and often draws support from its banking and finance and tax disciplines. The team is co-led by Atlanta-based Sam Snider, who concentrates on food and beverage M&A, corporate joint ventures, and minority investments, and New York’s Todd Finger, who handles stock and asset purchases and sales, venture capital investments, and recapitalizations. Also in New York is Thomas Conaghan, who focuses on private equity investments and securities work, and Alexei Cowett, a key contact for emerging growth companies in domestic and foreign M&A. From Dallas, Joanna Jung-Erh Lin concentrates on venture financings and transition service agreements within the digital health industry, while Thaddeus Chase advises clients on both buy- and sell-side M&A. In Atlanta, Anne Cox-Johnson assists public and private companies on divestitures, carveouts, and strategic investments.

Practice head(s):

Sam Snider; Todd Finger


Other key lawyers:

Thomas Conaghan; Alexei Cowett; Joanna Jung-Erh Lin; Thaddeus Chase; Anne Cox-Johnson


Key clients

Leo Messi


James Wan and Atomic Monster


Cyex LLC


Robert Bosch GmbH


Rock Island Capital Fund II


Applied DNA Sciences Inc.


Sevana Bioenergy LLC


Lorient Capital Management, LLC


Growcore Investments


Gemspring Capital, LLC


AdTheorent


Vanda Pharmaceuticals


General Atlantic Service Company, L.P.


MacCartee Medical Management, Inc.


Beekman Group


Blue Sea Capital


Comvest Partners


Gauge Capital


Gemspring Capital


H.I.G. Capital


Hidden Harbour


Inverness Graham


Kingswood Capital Management


Leavitt Equity Partners


Lee Equity


Lorient Capital


Martis Capital


Nautic Partners


Oncap


Pacific Avenue Capital Partners


RoundTable Medical Consultants


Vesey Street Capital Partners


World Kinect Corporation


The Coca-Cola Company


Baker Hughes


Skyview Capital, LLC


NationsBenefits Holdings, LLC


Campari Group


Forward Solutions, a portfolio company of Osceola Capital


Osceola Capital Management


Buckhead Investment Partners (“BIP”)


MemberSuite, Inc.


Regeneus Inc.


SentryHealth, Inc.


VoApps, Inc.


White Cap L.P.


Wilson Craig, Clock Shop Beverage LLC


Ortho Dev America Corp


Staple Street Capital


Tether Holdings Capital


GMéxico Transportes, S.A.B. de C.V.


Enzo Biochem, Inc.


Health and Wellness Partners Holdings, LLC


Mitsui & Co., Ltd.


Speyside Equity LLC


Mooney Group, Ltd.


Siegfried AG


Maverix Medical LLC


Merck & Co., Inc.


Cortex, Inc.


Deerfield Management


Cordis US Corp.


BDO USA, LLP


Cognizant Technology Solutions


Crossplane Capital Management


Janover


Solaris Health


Work highlights


  • Represented AdTheorent in its $324m sale to Cadent.
  • Represented the Coca-Cola Company in the $1.8bn sale of its Philippines bottling business to a joint venture between Coca-Cola Europacific Partners and Aboitiz Equity Ventures.
  • Represented Cognizant Technology Solutions in its acquisition of Thirdera Holdings, LLC from Sunstone Partners.

Norton Rose Fulbright

According to satisfied clients, Norton Rose Fulbright’s ‘responsive and proactive’ M&A department routinely advises multinationals and private equity firms on public and private M&A, SPACs, and dispositions. Particularly strong in the energy and chemicals industries, the group is co-led by Dallas-based Scarlet McNellie, and New York lawyer Kessar Nashat, who represents corporations in joint ventures, spin-offs, and divestitures. In Houston, Brian P Fenske covers corporate and securities matters, in addition to strategic partnerships, while St Louis-based Kevin Fischer focuses on insurance sector clients in transactional and regulatory matters. Chicago-based Kevin Friedmann represents emerging tech companies in M&A deals, while George Khoukaz handles cross-border M&A and securities compliance from the firm’s Dallas office.


Practice head(s):

Scarlet McNellie; Kessar Nashat


Other key lawyers:

Brian P Fenske; Kevin Fischer; Kevin Friedmann; George Khoukaz


Testimonials

‘The NRF team has flexed across their network on multiple occasions to provide a seamless experience and service for a complex M&A transaction. They are always responsive and proactive in the face of multiple counterparties and stakeholders and delivered an outcome for us which exceeded expectations.’

Key clients

Woodside Energy Group Ltd.


bp


Crusoe Energy Systems


NextEra Energy, Inc.


Burtech Acquisition Corp.


Sterling Investment Partners


DigiAsia Bios Pte, Ltd.


FW Murphy Production Controls


SRS Distribution


DXP Enterprises


Xochitl, LLC


Technip Energies N.V.


Shell New Energies


Riverstone Group


Anghami Inc.


Inpixon


Ullico Inc.


The Wawanesa Mutual Insurance Company


Orrick, Herrington & Sutcliffe LLP

Fielding a destination M&A practice, the ‘market-leading team’ at Orrick, Herrington & Sutcliffe LLP works across the life sciences, health-tech, and energy sectors to advise on innovative AI sector acquisitions and transformative cross-border deals. David Ruff leads the practice from New York and advises private equity funds and their portfolio companies on public and private M&A, minority investments, and joint ventures. In Silicon Valley, Matthew Gemello handles global M&A, business carveouts, and private company buyouts, while ‘stellar’ Mark Seneca covers buy- and sell-side tech sector deals. Also in New York are the ‘flawless’ David Schwartz, who offers strategic M&A advice on various transactions, and Spencer Cohen, who guides boards of directors and investors on financing transactions. In Washington DC, Tony Chan concentrates on venture capital transactions and corporate governance. Working in the San Francisco office, Leah Recht handles the structuring and negotiating of M&A and minority and growth investments, whereas Ramy Shweiky handles related fiduciary duty concerns.

Practice head(s):

David Ruff


Other key lawyers:

Matthew Gemello; David Schwartz; Mark Seneca; Tony Chan; Leah Recht; Spencer Cohen; Ramy Shweiky


Testimonials

‘Very business-friendly, practical, and easy to implement advice. Client-friendly and service oriented. Solutions-oriented.’

‘David Schwartz is the best on mid-market M&A deals. His technical legal skills are flawless, but he is also able to make issues completely understandable and accessible, suggesting great solutions to the random issues that inevitably crop up throughout a deal. A practical lawyer who is collegial with those across the table and focused on closing on time and on budget. The best!’

‘Skilled team with expertise relevant to our needs.’

‘A truly market leading team. Excellent partners and talented hard-working associates.’

‘David Schwartz’s is one of the most impressive partners I have worked with. He truly has the best interests of our business in mind.’

‘Strong team, deep experience in technology M&A, very practical approach. Extremely responsive and hardworking, getting to positive results in difficult transactions.’

‘Mark Seneca is simply a stellar M&A lawyer. Deep experience, extremely practical, and a great person to work with.’

Key clients

SAP SE


Turn/River Capital


EPAM


Workday, Inc.


Duetto Research, Inc.


Jasper AI, Inc


Avaya


ProEnergy


Heap


IAC, Inc.


AgileBits Inc. d/b/a 1Password


Petroserv Marine Inc.


Formfactor


Trucordia (formerly PCF Insurance)


Benchling


Work highlights


  • Advised SAP in its agreement to acquire WalkMe for approximately $1.5bn.
  • Advised Workday on its acquisition of Evisort.
  • Advised EPAM Systems in its agreement to acquire NEORIS.

Pillsbury Winthrop Shaw Pittman LLP

The ‘smart and hardworking’ M&A team at Pillsbury Winthrop Shaw Pittman, LLP serves an extensive range of financial institutions, energy corporations, and investment firms, where the group’s scope of work includes business combinations and SPAC transactions. Silicon Valley-based Allison Leopold Tilley leads the department and advises tech companies on high-value M&A and strategic transactions. Fellow co-heads Stephen Amdur and Jarrod Murphy represents public and private companies in corporate restructurings, minority investments, and joint ventures. Jonathan Russo focuses on divestitures and corporate governance in the life sciences and healthcare industries, while Northern Virginia-based Steven Kaplan handles stock and asset sales and shareholder issues. In Washington DC, Nicole Islinger has ample experience in the government contracting industry, whereas Los Angeles-based Drew Simon-Rooke concentrates on buy- and sell-side M&A. All named lawyers are based in New York, unless otherwise stated.

Practice head(s):

Allison Leopold Tilley; Stephen Amdur; Jarrod Murphy


Other key lawyers:

Jonathan Russo; Steve Kaplan; Nicole Islinger; Drew Simon-Rooke


Testimonials

‘If you need fast, efficient, practical counsel for lower- middle market acquisitions and dispositions, Nicole Islinger at Pillbsury is perfect. With her in-house experience, she has the right mix of knowledge and experience.’

‘The Pillsbury team’s dedication means that overseas clients never feel the effects of time differences. Their timely responses provide the driving force to move transactions forward.’

‘Pillsbury understands the technology industry. They have taken steps to really understand our business and how we work. They really feel part of our internal team when we are doing M&A. They understand our risk appetite very well. On corporate matters, we feel that they are always up to date with the latest regulatory requirements for securities and are a safe pair of hands. We really enjoy working with them – all great people. Lots of awesome senior women in the teams that support us which we like!’

‘Allison Leopold-Tilley is our relationship partner and has been for many years. I can pick up the phone and ask the most ridiculous questions and she either has an answer or will get one quickly. No question is too stupid! She is also available to our board whenever they have an issue which I am more than comfortable with.’

‘Drew Simon-Rooke has been the lead partner on many of our acquisitions and he has amazing attention-to-detail.’ 

‘The firm has experts in various practice fields, and they collaborate with each other. The lead counsel who is the contact window with the client is capable of communicating with the client regarding inputs and outputs in such various fields. The firm has lawyers who speak various languages and can provide services to the client in multi languages in cross border cases.’

‘Smart, hardworking, and client sensitive.’

‘Senior partners are always involved.’

Key clients

Players Directors of the PGA TOUR


BRANDED Group SA


The Raine Group


Certain Key Unit Holders of Avantus


Spin Master Corp.


Atlantic Coastal Acquisition Corp. II


Prima Capital Advisors


Matt Kalish and FaZe Media


Apogee Parent, Inc.


2 Twelve Solutions, Inc.


Meetup


Torin Consulting


Everi Holdings Inc.


Concentrix Corporation


Intrinsic ID


Shyft Global Services, a Division of TD SYNNEX


EMCORE Corporation


Techpoint, Inc.


Ventura Foods LLC


Mitsubishi Logistics


MC² Security Fund, LP


ConnectOnCall.com, LLC


SamCart


Apkudo, Inc.


Perpetual Capital Partners


Speakeasy Company


Winston & Strawn LLP

With evidence of global M&A work across Asia, Latin America, and Europe, Winston & Strawn LLP routinely advises on complex commercial arrangements, public and private M&A and SPAC business combinations. The department leverages the firm’s tax, antitrust and IP expertise, and regularly acts for target companies, funds, and strategic companies. The company is co-led by Matt Stevens, a Chicago-based lawyer who represents public companies and private equity clients in various strategic M&A. Co-heads Matthew Stockstill, Brian Schafer, and Brad Vaiana are situated in Dallas, Chicago, and New York, respectively. The experienced Chicago attorney Matthew Bergmann focuses on complex private equity and capital markets, while industry veteran Oscar David covers cross-border M&A and joint ventures. In Los Angeles, Eva Davis is a key contact for private companies and boards of directors, while Chicago’s Peter Clarke handles complex business transactions. In Miami, Rick Martin ‘demonstrates great knowledge’ in securities and financing transactions, primarily in the tech and infrastructure sectors.

Practice head(s):

Matt Stevens; Matt Stockstill; Brian Schafer; Brad Vaiana


Other key lawyers:

Matt Bergmann; Oscar David; Eva Davis; Rick Martin; Peter Clarke


Testimonials

‘Their ability to adapt and customize their approach to specific needs further sets them apart.’

‘Our relation has been mostly handled by Rick Martin, who has been available permanently and demonstrated great knowledge in the matter being reviewed with them.’

Key clients

ACON Investments


Amphenol Corporation


Arthur J. Gallagher & Co.


Chart Industries


Chartis


Chuy’s Holdings


Corning Incorporated


Crowe LLP


Diversis Capital


Ducommun Incorporated


Eos Partners


Granite Creek Capital


The Honey Pot Company


Kainos Capital


KeHE Distributors


Motorola Solutions


Shore Capital Partners


Suntory Global Spirits


TJC, LP


The Vistria Group


Water Street Healthcare Partners


Wind Point Partners


Work highlights


  • Represented The Vistria Group in its strategic investment in Soliant Health.
  • Represented Suntory Global Spirits in its $1.7bn sale of the Courvoisier cognac brand and related assets to Campari Group.
  • Represented Crowe LLP in a carveout sale of its tech-enabled healthcare consulting business to TPG, establishing an independent entity of Kodiak Solutions led by Crowe Healthcare consulting founder Derek Bang, and the existing management team.

BakerHostetler

BakerHostetler’s middle-market M&A expertise extends to various sectors, such as TMT, automotive, and e-commerce. With growing activity in cross-border deals, the group is adept at representing private equity firms and corporations in joint ventures, de-SPAC transactions, and foreign inbound transactions into the US. The practice is jointly led by New York-based Steven Goldberg, who is proficient in strategic investments and transactional and securities matters, and Los Angeles lawyer Will Chuchawat, who handles venture capital and private equity funds. In Cleveland, John Allotta’s scope of work covers commercial financing transactions and advising private equity clients on major portfolio acquisitions in the aerospace and healthcare industries. Also in New York is Matthew Gases, who is well-versed in advising international corporations on high-value acquisitions.

Practice head(s):

Steven Goldberg; Will Chuchawat


Other key lawyers:

John Allotta; Matthew Gases


Key clients

BARH Dunmore, LLC


Blue Point Capital Partners


CBIZ, Inc.


Chesapeake Utilities Corporation


The E.W. Scripps Company


Motul S.A.


RHG Hospitality


TMX Finance


Toyota Battery Manufacturing, Inc.


TransDigm Group Inc.


Work highlights


  • Acting as primary transaction counsel to TransDigm Group Inc in multiple transactions, including its $1.385bn acquisition of Communications & Power Industries’ Electron Device Business.
  • Advised Motul SA in its acquisition of Chem Arrow Corporation and its subsidiary companies located in the UK and Canada.
  • Represented CBIZ Inc in its acquisition of the non-attest business of Marcum for $2.3bn.

Bracewell LLP

With a strong focus on M&A in the energy sector, Bracewell LLP routinely represents special committees, buyers, and sellers, in various transactions, ranging from leveraged buyouts, tender offers, stock sales and exchanges, and the acquisition and disposition of partnership and joint venture interests. Will Anderson anchors the Houston-based department and frequently guides boards of directors through M&A mandates and on various related fiduciary duties. Jason Jean has particular knowledge in business combinations, Benjamin Martin is entrusted by public companies and private investment firms to advise on corporate governance, and Lytch Gutmann focuses on private equity.

Practice head(s):

Will Anderson


Other key lawyers:

Jason Jean; Benjamin Martin; Lytch Gutmann


Testimonials

Very user friendly, deal-oriented and they keep their teams lean, which leads to great service.

Key clients

Voyager Midstream Holdings, LLC


Evercore Partners, Inc.


Holly Energy Partners, L.P.


Sable Offshore Corp.


TC Energy


Pembina Pipeline Corporation


Drilling Tools International, Inc.


Phillips 66


Mineral acquisition fund


Talos Low Carbon Solutions


Arroyo Energy Investment Partners


Prosperity Bancshares


Truist Bank


Publicly traded exploration and production company


Global investment firm


Large midstream company


U.S. Development Group


Work highlights


  • Advised Holly Energy Partners, L.P. in the acquisition by HF Sinclair Corporation.
  • Represented Sable Offshore Corp. in the successful closing of its previously announced purchase from Exxon Mobil Corporation of the Santa Ynez field and associated onshore processing and pipeline assets.
  • Represented Evercore Partners, Inc., regarding a definitive merger agreement pursuant to which Energy Transfer LP acquired Crestwood in an all-equity transaction valued at approximately $7.1bn.

K&L Gates

Reputed for its ‘deep industry knowledge’, K&L Gates operates across the life sciences, healthcare, and energy industries, and displays both corporate and transactional strengths, advising clients on M&A and private equity transactions. Rick Giovannelli leads the department and is ably supported by the ‘terrific’ New York-based Robert Zinn, who has ample experience in strategic and venture capital investments, corporate governance, and financial restructuring. Kevin Stichter’s scope of work includes cross-border M&A and related tax and regulatory concerns, while Leah Baucom covers spin-offs, joint ventures, and public and private divestitures. New York-based Calvina Bostick advises on public and private M&A in the fashion and medical healthcare sectors, whereas Seattle lawyer Jessica Pearlman represents emerging and established companies within the AI and data security fields on corporate and securities matters. The ‘responsive, reliable, and personable’ David Edgar operates out of Pittsburgh, and advises boards of directors and special committees on leveraged buyouts and activist planning and defense. Unless otherwise mentioned, all named lawyers are based in Charlotte.

Practice head(s):

Rick Giovannelli


Other key lawyers:

Robert Zinn; Kevin Stichter; Calvina Bostick; Jessica Pearlman; David Edgar; Leah Baucom


Testimonials

‘What makes the K&L Gates team unique is the combination of their distinct legal knowledge with their deep industry knowledge, coupled with clear communication that de-escalates and settles the most entangled disputes amicably.’

‘The team works together collaboratively to resolve complex issues. Further, the team employs a flat structure and encourages open communication, which is helpful in addressing and resolving complex issues in a quick and efficient manner.’

‘The people I work with are open-minded and always willing to help.’

‘The team has deep subject matter expertise in M&A. More importantly, they know how to use this knowledge and make it understandable to the client when providing guidance. They are thorough, responsive and reliable.’

‘David Edgar has been one of the most important business partners for me. I’ve come to rely on him heavily and regularly for any corporate matters. He is my go-to. He has deep subject matter expertise and provides clear advice. He’s responsive, reliable and personable.’

‘The team has been terrific. They’ve been consistently good partners for many years. The team has been stable too, allowing deep knowledge of our business, culture and risk. More than that, the K&L Gates team has invested in getting to know our lawyers and business leaders to help with the transactions.’

‘Lots of great global talent to help us with an international project. Very accessible.’

‘Our experience is with Bob Zinn, who is terrific in every regard. Great tactical advisor, familiar and comfortable with commercial negotiations.’

Key clients

Akoustis Technologies


Barefoot Mosquito and Pest Control


Butler Health System


Carousel Capital Partners


Exact Sciences Corporation


FUJIFILM Electronics


Incline Equity Partners


Lehigh Valley Health Network


Pacific Trellis Fruit


The SEER Group


SPX Corporation


Saltchuk Resources


Work highlights


  • Advised Saltchuk Resources, Inc. in its pending acquisition of Overseas Shipholding Group (OSG), Inc., in a transaction that values OSG at an aggregate equity value of approximately $653m and a total transaction value of $950m.
  • Advised Axonics, Inc in its definitive agreement to be acquired by Boston Scientific Corporation, for $71 in cash per share, representing an equity value of approximately $3.7bn.
  • Represented FUJIFILM Holdings America Corporation and FUJIFILM Electronics Materials USA., Inc in the acquisition of a semiconductor high-purity process chemicals business from Entegris, Inc.

Schulte Roth & Zabel LLP

Clients come to Schulte Roth & Zabel LLP for assistance in domestic and cross-border M&A and private equity matters. Counting private equity funds and their portfolio companies amongst its roster of clients, the group’s workload includes investments, dispositions, distressed asset acquisitions, and restructurings. Active in the automotive, tech, and insurance industries, the New York-based department is jointly led by Eleazer Klein, and Benjamin Kozinn, who covers investment management, minority stakes and venture investments, and take-private transactions. Adriana Schwartz focuses on securities law, often advising activist shareholders, while Damian Petrovic handles divestitures and carveouts, and Lauren Troeller is recommended for her know-how in private equity deals. David Curtiss is proficient in PIPE investments and SPAC transactions.

Practice head(s):

Eleazer Klein; Benjamin Kozinn


Other key lawyers:

Adriana Schwartz; David Curtiss; Damian Petrovic; Lauren Troeller


Key clients

Axar Capital Management LP


Blue Torch Finance, LLC


Cerberus Capital Management LP


HealthpointCapital


Hudson Bay Capital Management


JANA Partners


Levine Leichtman Capital Partners


Mill Point Capital LLC


Wellington Management


White Hat Capital Partners


Work highlights


  • Represented Mill Point Capital LLC in a strategic partnership with Proficium, Inc.
  • Represented JANA Partners in a constructive partnership with Cannae Holdings, Inc.
  • Advised Blue Torch Capital LP in its acquisition of Pegasus Home Fashions, Inc.

WilmerHale

Recognized as ‘experts’ in the M&A space, WilmerHale works across the financial services, life sciences, and tech sectors, and frequently serves a client base comprising start-ups and investment banks. Offering an interdisciplinary service by liaising with the firm’s IP, tax, and employment teams, the group is co-led by Boston-based duo Hal Leibowitz and Joseph Conahan, who are well-versed in corporate and securities law, and divestitures and acquisitions, respectively. In New York, Andy Alin concentrates on representing financial institutions in SPAC transactions, Mike Gilligan advises private equity funds in cross-border buy- and sell-side M&A, while the ‘terrific’ Chris Barnstable-Brown has ample tech sector M&A expertise, and Tal Hacohen focuses on joint ventures and corporate restructurings. From Washington DC, the ‘highly experienced’ Stephanie Evans covers business expansions and strategic investments, while Boston-based Andrew Bonnes handles public company counseling. In Denver, Keith Trammell is proficient in guiding clients through hostile acquisition proposals and leveraged buyouts, while Will Myer is recommended for his strengths in financing transactions.

Practice head(s):

Hal Leibowitz; Joseph Conahan


Other key lawyers:

Andy Alin; Chris Barnstable-Brown; Mike Gilligan; Tal Hacohen; Stephanie Evans; Keith Trammell; Andrew Bonnes; Will Myer


Testimonials

‘Super pleasant to work with, very knowledgeable, and capable deal makers who are pragmatic. The quality of the firm’s output is A+.’ 

‘The WilmerHale M&A team are domain experts in nuanced and complicated (both technical and corporate structure) transactions that include publicly listed companies. They have a deep bench of legal, tax, human resource/compensation, regulatory and corporate law expertise and a diligent team with an attention to detail that is much appreciated.’

‘Chris Barnstable-Brown was a terrific thought partner and a very clear thinker who put forward well-reasoned arguments and positions that proved invaluable during the negotiation process and was a very reassuring voice of reason.’

‘Strong cross-functional practice with, in particular, very capable and commercial M&A lawyers who maintain very high standards of client service and are a pleasure to work alongside.’

‘Stephanie Evans is a highly experienced, effective and commercial partner. She leads her teams adeptly and takes responsibility for the output of the firm as a whole for the relevant client. She is very personable and very committed to securing great outcomes for her clients.’

Key clients

Marley Spoon


Blue Apron Holdings, Inc.


Medtronic


Dedrone


Alliance Strategies


TechTarget


Penn Mutual Life Insurance


BioCatch


Casella Waste Systems


Nomura Securities International/Instinet


Cresset Asset Management


Nordstrom Family


Casdin Capital, LLC


DeignWorld LLC (d/b/a WTWH Media, LLC) and Mountaingate Capital


Telix Pharmaceuticals Ltd.


Alcresta Therapeutics


Akamai Technologies


General Catalyst


TMX Group


ExecOnline


Spectris PLC


State Street Corporation


Fortive Corporation


Eliem Therapeutics


Work highlights


  • Advised Marley Spoon SE in connection with a $1.4bn strategic transaction with FreshRealm, Inc.
  • Advised BioCatch in its investment by Permira Growth Opportunities, in which Permira acquired a majority stake in the client, in a secondary transaction valuing the company at a total enterprise valuation of $1.3bn.
  • Advised Medtronic in connection with a strategic transaction with Cosmo Pharmaceuticals NV and its wholly owned subsidiary, Cosmo Artificial Intelligence – AI Limited, for a purchase price of up to $1.5bn.

Hunton Andrews Kurth LLP

With ‘deep experience’ in the M&A practice, Hunton Andrews Kurth LLP works in coordination with its capital markets and data security departments to advise on M&A due diligence, regulatory matters, and corporate restructurings. Counting mortgage and utilities companies amongst its client roster, the team’s scope of work also includes REIT M&A, energy M&A, and public and private transactions. The group is co-led by Richmond lawyer Steven Haas, who covers strategic acquisitions and divestitures, shareholder activism, and public company sales, and Washington DC-based Steven Patterson, a key contact for public and private securities offerings. In Houston, Michael O’Leary is skilled in private equity, joint ventures, and spin-offs, while Miami-based Fernando Alonso handles M&A in the finance sector, often representing foreign clients in their US acquisitions.

Practice head(s):

Steven Haas; Steven Patterson


Other key lawyers:

Michael O’Leary; Fernando Alonso; Kevin Georgerian; Austin Maloney


Testimonials

‘They quickly catch on to the industry and what’s necessary for proper engagement.’

‘Efficient – we are happy with the outcome.’

‘Down-to-earth, responsive, and easy to work with.’

‘Very substantial and deep experience in the US midstream sector.’

‘The partners are excellent advisors, with very solid industry knowledge and always with a business approach, proposing alternatives to solve problems and mitigating risks.’

‘Very thorough and effective diligence capabilities.’

 

 

Key clients

Paragon Medical


Flagstar Bank, N.A.


Hersha Hospitality Trust


Armanino LLP


Darden Restaurants, Inc.


Shenandoah Telecommunications Company


Bain Capital Credit L.P.


Arlington Asset Investment Corp.


AG Mortgage Investment Trust, Inc.


Chimera Investment Corporation


Divcon EMS Austin, LLC


Tredegar Corporation


Prival Bank, S.A.


FCC Aqualia, S.A.


Warren Resources, Inc.


enCore Energy Corp


Cohen & Company, Ltd.


Work highlights


  • Represented Paragon Medical in its $1.9bn sale to AMETEK, Inc.
  • Represented Flagstar Bank, N.A. in a definitive agreement to sell its residential mortgage servicing business, including mortgage servicing rights and the third-party origination platform, to Mr. Cooper, for approximately $1.4bn.
  • Represented Hersha Hospitality Trust in its $1.4bn acquisition by KSL Capital Partners, where KSL acquired all outstanding common shares of the client at $10 per share.

Reed Smith LLP

Clients come to Reed Smith LLP for its ‘efficiency, availability, and responsiveness’. The M&A department demonstrates skill in advising on business combinations, private equity investments, and AI-sector acquisitions. In New York, the ‘outstanding’ Jennifer Cheng represents Fortune 500 companies in asset and stock acquisitions and divestitures, joint ventures, and take-privates, while Christopher Sheaffer focuses on private equity and cross-border M&A mandates. In Pittsburgh, Matthew Mohn is recommended for his experience in private equity-sponsored M&A, while Chicago-based Robert McCann primarily handles corporate governance issues. Private equity lawyers Mark Pedretti and Bradley Schmarak work from the firm’s New York and Chicago offices, respectively. All named individuals collectively head the group.

Practice head(s):

Jennifer Cheng; Christopher Sheaffer; Matthew Mohn; Robert McCann; Mark Pedretti; Bradley Schmarak


Testimonials

‘Reed Smith has good lawyers who also happen to be nice people. They work well amongst each other and with clients.’

‘Jennifer Cheng is an outstanding lawyer. She is very competent and understands the needs of the client. She has excellent legal and commercial judgment. Always super responsive.’

‘We have had a great experience working with the Reed Smith team and would continue to recommend them due to their high quality, efficiency, availability and responsiveness. They always listen to our needs and are willing to be flexible.’