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

Cadwalader, Wickersham & Taft LLP

With a team capable of advising buy- and sell-side corporate clients as well as financial advisors, SPACs, and joint venture acquisition vehicles, Cadwalader, Wickersham & Taft LLP is capable of handling the full range of cross-border M&A as well as related matters spanning from antitrust issues to employee benefits and tax concerns. The firm is particularly well-regarded for its ability to handle impactful transactions in the medical tech, consumer, and renewable energy sectors. New York-based co-heads Richard Brand and William Mills are experts for divestitures, shareholder activism matters, and spin-off transactions. Also in New York, Stephen Fraidin specializes in corporate governance issues, Nick Ramphal is knowledgeable on corporate finance matters and leveraged buyouts, whilst Peter Bariso concentrates on joint ventures. Splitting his time between London and New York, Daniel Raglan  is a key contact in matters relating to the software and analytics sector. Braden McCurrach left the firm in September 2023.

Practice head(s):

Richard Brand; William Mills


Other key lawyers:

Stephen Fraidin; Nick Ramphal; Daniel Raglan; Peter Bariso


Key clients

Enphys Acquisition Corp.


Integrated Whale Media Investments


MBIA, Inc.


Pershing Square SPARC Holdings


Politan Capital Management


Soroban Capital Partners


Underline Infrastructure Inc.


Veris Residential, Inc.


Work highlights


  • Advised Pershing Square SPARC Holdings, Ltd. on the successful registration of a Special Purpose Acquisition Rights Company.
  • Advised Integrated Whale Media Investments on its pending $800m sale of majority ownership in Forbes Global Media Holdings.
  • Advised Politan Capital Management on its $775m investment in Masimo and in its victory in a proxy contest.

Fenwick & West LLP

The Fenwick & West LLP practice is valued by its client base of blue-chip corporations active particularly in the life sciences and tech sectors for its ‘measured and practical approach’ to public and private M&A. The team is also very experienced at handling growth investments and regularly represents venture capital clients and portfolio/target companies in cross-border acquisitions and series investments. Bomi Lee co-heads the team from San Francisco and specialises in divestitures and carve-out transactions, while New York-based co-head Ken Myers is an expert on joint ventures and tender offers. San Francisco lawyer Douglas Cogen focuses on shareholder activism and takeover defense issues, while Santa Monica-based Kris Withrow primarily advises on transactions in the TMT sector. In New York, Ethan Skerry concentrates on private equity-backed transactions and governance matters in the life sciences and software spaces, and in Silicon Valley, David Michaels is a key contact for debt finance matters, while Stephen Fisher is highly recommended for advising on exchange offers.

Practice head(s):

Bomi Lee; Ken Myers


Other key lawyers:

Doug Cogen; Kris Withrow; David Michaels; Ethan Skerry; Scott Behar; Stephen Fisher


Testimonials

‘The Fenwick M&A team has deep technology experience and understand my company and industry well. As a result, they are not just lawyers for a deal, but true advisors to our management team. They take a measured and practical approach, and always achieve a fantastic result to my company.’

‘The Fenwick M&A team is truly exceptional from a client service and quality of service perspective. The team, across partners, counsel and associates, is highly client focused and a great partner for us. Their level of attentiveness, communication and coordination across not only one but multiple matters make them an indispensable part of our team.’

‘Ken Myers, Doug Cogen, and Scott Behar are among the many partners with whom we work. Each of them demonstrates excellence in their craft, which each is able to blend seamlessly with a very practical perspective that is highly focused on achieving the optimal outcome for all parties and for the future success of each transaction. There is a tremendous thought and effort that the Fenwick team puts into each any every matter we work with them on.’

Key clients

BILL Holdings


Chinook Therapeutics


Cisco Systems


DICE Therapeutics


Figma


Graybug Vision


PubMatic


Standard AI


UserTesting


Clari


Databricks


FormSwift


Gearbox Entertainment


Lessen


Molekule


NS1


Ordergroove


Pardes Biosciences


Twilio


Yuga Labs


The Arena Group


Mysten Labs


Paper


Remitly


Robinhood


Wonder Group


Work highlights


  • Advised Figma, a leading web-first collaborative design platform, on its pending $20bn acquisition by Adobe.
  • Advised Chinook Therapeutics, Inc. on its $3.5bn acquisition by Novartis AG.
  • Advised DICE Therapeutics, Inc. on its $2.4bn acquisition by Eli Lily and Company.

Hughes Hubbard & Reed LLP

Headed from New York by public and private M&A specialist Charles Samuelson, the Hughes Hubbard & Reed LLP practice is capable of handling the full gamut of transactional matters, spanning from high-profile joint ventures and mergers to minority investments and de-SPAC transactions. The team is particularly noted for its in-depth experience acting on behalf of global and domestic clients in the media, aviation, and tech sectors. Kenneth Lefkowitz focuses on takeover defense matters and hostile takeovers, Michael Traube is knowledgeable on strategic investments, and Gerold Niggemann specializes in venture capital and general corporate matters. Scott Naturman and Alexander Rahn are also noted as key contacts.


Practice head(s):

Charles Samuelson


Other key lawyers:

Kenneth Lefkowitz; Michael Traube; Scott Naturman; Gerold Niggeman; Alexander Rahn; Jennifer Graham


Testimonials

‘Exceptional technical knowledge of the law combined with a creative, practical and business-minded perspective. Their teams have been efficiently staffed, produced excellent work and gone above and beyond to add value to us as their client. Combined with their very reasonable fees relative to others, Hughes Hubbard continues to remain our go-to firm for M&A work.’

‘Michael Traube demonstrates an exceptional technical knowledge of the law combined with a creative, practical and business-minded perspective.’

‘Full availability. Deep understanding of the client and the business it operates. Proactive approach. Super engaged.’

‘Gerold Niggemann is an amazing person and lawyer. He has been working with the company since the beginning and has always shown amazing availability, engagement and provided excellent legal services for the company.’

 

Key clients

Kensington Capital Partners


Wipro Limited


Madison Square Garden Entertainment Corp.


Daimler Truck


Cenveo Worldwide Limited


Cenveo Worldwide Limited


Advance Publications, Inc.


Julep Media


JOST Werke


Advance Publications, Inc.


DASI


Madison Square Garden Sports Corp.


Work highlights


  • Represented Kensington Capital Acquisition Corp. IV, a SPAC backed by Kensington Capital Partners, in a $939m merger with Amprius Technologies, Inc that took the nanowire battery company public.
  • Advised Wipro Limited on its $540m purchase of Rizing.
  • Advised Madison Square Garden Entertainment Corp. and TAO Group Hospitality on the $550m sale of TAO Group Hospitality to global investment company Mohari Hospitality.

K&L Gates

Fielding an ‘extremely knowledgeable and professional’ team, K&L Gates has extensive expertise in the tech, healthcare, and financial services sectors, frequently assisting clients with traditional M&A as well as with bet-the-company deals. The practice has maintains advises Fortune 500 companies as well as venture capital funds and is jointly headed by Charlotte-based growth equity specialist Rick Giovannelli and Seattle-based cross-border M&A expert Annette Becker. In New York, Robert Zinn is an expert on corporate finance and Calvina Bostick is noted for her expertise with private equity investments, while Kevin Stichter focuses on cross-border acquisitions from Charlotte. Seattle lawyer Jessica Pearlman is an expert on securities and finance matters, while Leah Baucom concentrates on general corporate issues from Charlotte. Pittsburgh lawyer David Edgar, who primarily acts on behalf of boards of directors, and Aleksandr Imas, who practices from Seattle, are further names to note.

Practice head(s):

Rick Giovannelli; Annette Becker


Other key lawyers:

Robert Zinn; Kevin Stichter; Calvina Bostick; Jessica Pearlman; Goody Agahi; David Edgar; Leah Baucom; Aleksandr Imas; Claire Suni; Rachel Sanders


Testimonials

‘Amazing team. They were quick with all responses. Patient and thorough with explanations.’

‘Everyone was responsive and compassionate. They grasped quickly how difficult our situation was and gave calm and helpful advice. Their fast and personal communication was extremely important, both logistically and personally.’

‘I cannot imagine a better experience with a corporate law firm. We were first interested in working with K&L Gates due to their international scope. As a business with team in multiple states and countries, that was critical. While that has been a critical part of the value they’ve brought to our relationship, what truly distinguishes their firm is their passion and dedication to seeing our company’s success. They are on the forefront of technology trends and movements, as well as international trade and the global business landscape. Both of these are key to our business.’

‘Our corporate needs include problem solving, collaboration and dedication. The K&L Gates team delivers with distinction in all these areas, enabling us to accelerate our growth globally while remaining diligent and meticulous in every country that we operate and contract that we enter.’

‘Excellent legal minds that also have unusually high business acumen, which I think is very rare and brings far higher value. True business partners and advisors rather than just documenters.’

‘Jessica Pearlman – she is friendly, responsive and provides practical no-nonsense answers that are easy to digest and implement.’

‘The K&L Gates team that we worked with was extremely knowledgeable and professional throughout the process. The deal was complex and various issues arose during due diligence and negotiations that the K&L Gates team was able to guide us through to a successful close. Their expertise and tactful approach definitely contributed to our successful closing.’

Work highlights


  • Represented FUJIFILM Holdings America Corporation and FUJIFILM Electronics Materials U.S.A., Inc. in the $700m acquisition of a semiconductor high-purity process chemicals business from US-based Entegris, Inc.
  • Advised Microsoft Corporation on its third investment in OpenAI LLC.
  • Advised Renovaro BioSciences Inc. on its acquisition of all the outstanding equity of GediCube.

King & Spalding LLP

Specializing in all aspects of carve-out sales, multi-jurisdictional M&A, and strategic transactions, the King & Spalding LLP team is noted for its ‘outstanding’ work on behalf of companies in the infrastructure, asset management, and tech spaces and stands out in particular for its ability to guide clients through early-stage M&A opportunities and public transactions. New York-based lawyer Jonathan Melmed brings vast experience in the energy, finance, and media spheres to the table and co-heads the practice Atlanta-based lwayyers Rahul Patel and Keith Townsend, who are experts in handling joint ventures and corporate governance matters. In Northern Virginia, Tom Knox is knowledgeable on securities offerings and divestitures, whilst Silicon Valley-based Laura Bushnell represents corporations and investors in capital raising transactions. Enrico Granata is located in New York, focusing on tender and exchange offers, and Cal Smith concentrates on corporate finance transactions from Atlanta.

Practice head(s):

Jonathan Melmed; Rahul Patel; Keith Townsend


Other key lawyers:

Enrico Granata; Cal Smith; Ray Baltz; Tom Knox; Laura Bushnell; Russ Richards; Erik Belenky; Charles Katz; Justin King; Kathleen Blaszak; John Hyman; Spencer Stockdale


Testimonials

‘K&S’s corporate team is outstanding in this space. The commitment to client service exhibited by Rahul Patel and John Hyman is outstanding.’

‘I have not found a better firm for mid-market M&A than King & Spalding.’

‘Excellent quality talent on the team. Focused on the right issues and aligned with clients on what those are.’

‘Great skill set and breadth of experience. Enrico Granata and Jonathan Melmed are excellent.’

Key clients

Axium Infrastructure


Baker Hughes


Booz Allen Hamilton


Cox Enterprises


EVO Payments


Equifax


H.I.G. Capital / USALCO


Home Depot


Instar Asset Management


ManTech International


Roper Technologies


U.S. Express Enterprises


Work highlights


  • Advised Mativ Holdings, Inc. on its carveout sale of its Engineered Papers business to Evergreen Hill Enterprise Pte. Ltd. for $620m.
  • Advised SAIC on the sale of its logistics and supply chain management business to ASRC Federal Holding Company for $350m.
  • Advised U.S. Xpress Enterprises, Inc. on its sale to Knight-Swift Transportation Holdings Inc. for $808m.

Norton Rose Fulbright

With a client base encompassing major financial institutions, healthcare conglomerates, and tech corporations, the Norton Rose Fulbright team is well-equipped to advise on domestic and cross-border M&A in the public and private spheres. The practice’s offering covers a wide array of transactions, ranging from multibillion dollar cross-border deals to mid-market M&A within the US. Dallas-based team co-lead Scarlet McNellie  heads up the firm's corporate and M&A practice, and is an expert in leading on divestitures and spin-off transactions, while co-head Sheldon Nussbaum, who is based in New York, chiefly handles corporate governance matters, leading the firm's business practice. Houston lawyer Brian P Fenske covers IPOs and venture capital financings, and St. Louis-based Kevin Fischer assists private equity funds with corporate transactional issues. Kevin Friedmann acts on behalf of start-up companies in seed stage and angel financings from Chicago, and both Kessar Nashat and Steve Suzzan focus on joint ventures and corporate governance matters in New York.


Practice head(s):

Scarlet McNellie; Sheldon Nussbaum


Other key lawyers:

Brian Fenske; Kevin Fischer; Debra Gatison Hatter; Mike Keeley; Daryl Lansdale; Kessar Nashat; Bryn Sappington; Steve Suzzan; Brandon Byrne; Ben Montanez; Jared Kaplan; Blake Redwine; Evan Hardee; Anastasia Slivker; Ryan Waggoner; Amelia Zhang


Key clients

Stellar Bancorp, Inc.


IRG Acquisition Holdings


InfraRed Capital Partners


Wellstar Health System, Inc.


Enerflex Ltd.


Taylor Maritime Investments


Majic Wheels Corp.


Pure Health Capital


DigiAsia Bios Pte. Ltd.


SRIVARU Holding Ltd.


Aeries Technology


Shell USA


Crusoe Energy Systems


Intercontinental Wealth Management


CrowdOut Capital


Yuga Labs


LongueVue Capital


The Wawanesa Mutual Insurance Company


Peerless Oil & Chemicals, Inc.


Work highlights


  • Advised Stellar Bancorp, Inc. on its $1.5bn all-stock merger of equals with Allegiance Bancshares Inc., a similar entity.
  • Advised IRG Acquisition Holdings, a partnership between Invenergy, CDPQ and funds managed by Blackstone Infrastructure, on the $1.5bn purchase of a 1,365-megawatt unregulated, contracted renewables portfolio from American Electric Power.
  • Advised Wellstar Health System, Inc. on its $797m acquisition of Augusta University Health System , the academic health system affiliated with the University of Georgia and the Medical College of Georgia, as well as in the structuring a long-term affiliation agreement between Wellstar and the University.

Orrick, Herrington & Sutcliffe LLP

Championing ‘innovative ideas and approaches’, the Orrick, Herrington & Sutcliffe LLP practice has extensive experience representing clients from across the tech, life sciences, and energy sectors, regularly handling strategic acquisitions, minority investments, and sales of equity interests. In addition to maintaining offices across the country, the team frequently leverages its firmwide international network to handle multi-jurisdictional corporate transactions. Leading from New York, David Ruff is an expert on majority investments and joint ventures, whilst the ‘incredible’ David Schwartz focuses on complex de-SPAC transactions. In Silicon Valley, Mark Seneca regularly represents unicorns and venture-backed companies, and Matthew Gemello is knowledgeable on public takeovers. In Washington DC, Tony Chan is a key contact regarding corporate governance affairs, San Francisco-based Leah Recht is a key contact for divestitures, and New York’s David Gold is also highly recommended.

Practice head(s):

David Ruff


Other key lawyers:

David Schwartz; Mark Seneca; Tony Chan; Matthew Gemello; David Gold; Leah Recht


Testimonials

‘The team at Orrick take the time to understand the nature and demands of our business. They provide considered legal advice on complex topics in a way which is actionable for our business. They challenge our thinking when appropriate and are also responsive to feedback. The present innovative ideas and approaches to complex M&A matters.’

‘David Schwartz is an incredible relationship partner. His dedication to understanding our business and our ways of working is complimented by his proactive approach to providing innovative solutions and ideas.’

‘Orrick had timely, direct, and experienced advice to offer during our M&A transaction. Their main partner, Mark Seneca, was extremely well versed and easy to work with.’

‘Mark Seneca is very hard working and available.’

‘Orrick’s approach has suited our needs very well, with a very strong client/lead partner relationship, fast and accurate responses, and a good record of both responding to the client’s directions and contributing additional thinking and perspective. Particularly useful, the lead partner for our engagements has a very good record of understanding quickly both the legal and business context, including why some legal risks need to be subordinate to the business gains for a particular issue.’

Key clients

ANI Pharmaceuticals, Inc.


Aptean, Inc.


Bayer AG


Casetext, Inc.


Catalyst Biosciences


Chainalysis, Inc.


Chevron New Energies


Eversight, Inc.


Fuwei Films (Holdings) Co., Ltd.


Green Street Power Partners


Heap


Ipsen SA


Kineta, Inc.


MosaicML, Inc.


OpenGov Inc.


OpsRamp, Inc.


PCF Insurance Services


Post Road Group LP


Qualifacts Systems, Inc.


Redwood Software, Inc.


SFJ Pharmaceuticals


Squarespace


Superior Plus US Holdings


Travelnet Solutions


Trimble Inc.


Vast Space and Launcher, Inc.


VINCI Airports


Work highlights


  • Advised MosaicML on its estimated $1.3bn acquisition by Databricks.
  • Advised Ipsen SA on its tender offer and $952m acquisition of Albireo Pharma Inc.
  • Advised Superior Plus on its acquisition of Certarus in a deal valued at CA$1.05bn.

Pillsbury Winthrop Shaw Pittman LLP

Praised by clients for being ‘extremely hands-on, responsive, and attentive’, the Pillsbury Winthrop Shaw Pittman, LLP team regularly advises major players in the tech, aerospace, and cyber security fields on complex joint ventures, cross-border M&A, and de-SPAC transactions. Operating out of New York, co-heads Stephen Amdur and Jarrod Murphy are experts in all aspects of tender offers, corporate governance issues, and minority investments, whilst Jonathan Russo acts on behalf of financial institutions and private equity firms. In Northern Virginia, the ‘outstanding’ Matthew Swartz brings extensive knowledge on growth equity and venture capital matters to the practice, while Steven Kaplan focuses on stock sales and spin-offs. From Silicon Valley, practice co-head Allison Leopold Tilley specializes in assisting tech companies, Christina Pearson is knowledgeable on IPO offerings, and James Masetti is a key contact for matters related to corporate compliance. Los Angeles-based Chris Patay and Drew Simon-Rooke concentrate on strategic alliances and venture funds.

Practice head(s):

Allison Leopold Tilley; Stephen Amdur; Jarrod Murphy


Other key lawyers:

Matt Swartz; Steve Kaplan; Chris Patay; Jon Russo; Christina Pearson; James Masetti; Drew Simon-Rooke; Nicole Islinger


Testimonials

‘Smart, capable, responsive, and transparent. Look out for the clients’ respect, explain in layman’s terms, present alternative views and arguments.’

‘The best firm and team I have worked with.’

‘Extremely hands-on, responsive, and attentive. Solutions-oriented. Extremely knowledgeable about the nuances of M&A in the aerospace / defense / government technology sector. Great tax and corporate finance resources, which saved a deal when financing broke down at the last minute.’

‘Matthew Swartz is outstanding. Solutions-oriented, invests in knowing his clients and their objectives, utmost integrity. Transparent about pros and cons of a position.’

‘No law firm is as professional and responsive as Pillsbury.’

‘Chris Patay outstands any other attorney in the field of MA and Corporate law. There is no other lawyer more professional or responsive.’

 

Key clients

Concentrix Corporation


Movella Holdings Inc.


Nikola Corporation


Netskope


Regalix


EMCORE Corporation


Kinetic Technologies


Mitsubishi Logistics


Acushnet Holdings Corp.


Ventura Foods


Swrve


Paragon Data Labs


Lumacron Technology Limited


ConnectOnCall.com, LLC


Clairvest Group


Synaptech


Blackhawk Aerospace


Perpetual Capital Partners


Culmen International


XOR Security


Joint Research and Development


Soar Technology, Inc.


OnCore Consulting


Catalyst Spirits


CleanChoice Energy


Sumitomo Chemical Co., Ltd


Ullico Infrastructure Fund


Cognita School


Keany Produce


Spin Master


Work highlights


Winston & Strawn LLP

Demonstrating an extensive track record in public and private M&A, SPAC business combinations, and corporate finance transactions, Winston & Strawn LLP’s ‘technically proficient’ practice is comprised of lawyers across the US who frequently collaborate with the firmwide network of specialists in Europe, Asia, and Latin America to handle multijurisdictional matters. The team has in-depth expertise in representing global and domestic companies within the retail, manufacturing, and healthcare sectors, with Chicago-based chair of the M&A division Matt Stevens serving as an expert for cross-border acquisitions and investments. In Dallas, Matthew Stockstill co-chairs the private equity division alongside New York-based Brad Vaiana. From Los Angeles, Eva Davis primarily advises private companies and boards of directors, and Rick Martin focuses on joint ventures and financing transactions from Miami. Also based in Chicago, Matthew Bergmann is knowledgeable on capital markets, Oscar David concentrates on corporate governance issues, and Matthew Costigan specializes in divestitures. Meanwhile, New York’s Allen Miller consistently acts on behalf of private equity funds and financial institutions.

Practice head(s):

Matt Stevens; Eva Davis; Matthew Stockstill; Brad Vaiana


Other key lawyers:

Matthew Bergmann; Oscar David; Steve Gavin; Rick Martin; Matt Costigan; Allen Miller; Alan Roth; Timothy Kincaid; Kyle Gann; Brendan Mace; Peter Clarke; Paul Huddle; John Secaras; Ryan Meyer; Joseph Maher


Testimonials

‘Highly specialized knowledge, very technically proficient, adept at dealing with complex negotiations. Thorough and responsive.’

‘Very good personnel. Hands on approach.’

‘Very reasonable and pragmatic.’

‘Superb ability to problem solve and create out-of-the-box solutions to complex issues. The team is communicative with billing, particularly when managing a deal budget and without having to be asked. Deadlines are adhered to and little to no follow up is ever needed. All around, this team makes doing deals so much more enjoyable by taking the best care and attention to us.’

‘Exceptional counsel with well-rounded knowledge of corporate issues. Top 1%. Well versed in emerging technologies like blockchain and AI. Easy to work with and very efficient.

‘This practice is unique due to its exceptional blend of deep legal expertise, client-centric approach, and innovative strategies. Key strengths include their comprehensive understanding of the insurtech industry, proactive legal risk management, and a highly collaborative approach that integrates seamlessly with client operations.’

‘The combination of Rick Martin’s leadership, the team’s analytical skills, their client-focused approach, proactive communication, innovative problem-solving, commitment to diversity, effective use of technology, and the valuable contributions of their associates, makes working with them a uniquely beneficial experience.’

‘The team has energy experience across conventional and new energies domains, including conventional upstream and midstream oil & gas, renewable natural gas, renewable power, and other areas – team has experience with energy services contracts key to major industries driving energy efficiency initiatives.’

Key clients

Arbor Investments


Amphenol Corporation


Arthur J. Gallagher & Co.


Beam Suntory


Chart Industries


Corning Incorporated


Diversis Capital


Ducommun Incorporated


Eos Partners


Granite Creek Capital


The Jordan Company


Kainos Capital


KeHe Distributors


Motorola Solutions


NTG, LLC


ProFrac Holdings Corp.


The Vistria Group


Wind Point Partners


Work highlights


  • Advised Chart Industries, Inc. in connection with the acquisition of Howden from affiliates of KPS Capital Partners, LP.
  • Advised Illinois-headquartered Arthur J. Gallagher & Co. on the acquisition of Louisiana-headquartered Cadence Insurance, a wholly owned subsidiary of Cadence Bank, for $904m.
  • Advised Amphenol Corporation on the acquisition of Connor Manufacturing Services, a US-based company with manufacturing sites located in the USA, Mexico, China, and Malaysia.

Akin

Operating out of New York, the Akin practice offers its roster of domestic and multinational corporate clients comprehensive advice in cross-border M&A and has a particular penchant for handling distressed transactions. In addition to its core expertise in corporate transactions, the team is capable of drawing on integrated firmwide knowledge of debt finance, capital markets, and executive compensation matters to handle the financial and employment aspects of acquisitions. Zachary Wittenberg leads the department and regularly handles M&A and restructuring matters in addition to advising on corporate governance. Sergio Urias focuses on leveraged buyouts, while Amy Wollensack assists with recapitalizations and divestitures.


Practice head(s):

Zachary Wittenberg


Other key lawyers:

Sergio Urias; Amy Wollensack


Key clients

Baker Brothers Investments


OpenAI


Centerbridge Partners Europe


Silver Point Capital


The Baupost Group


Cineworld Group First Lien Lenders


Apollo Global Management


Bank de Galicia Y Buenos Aries


Energy Harbor Corp.


Eagle Bulk Shipping


Terran Orbital Corporation


PIMCO


Paine Schwartz Partners


Tandym Group


Capital Waste Services


TI Health


Mubadala Capital


Sheridan Capital Partners


Amberjack Capital Partners


Apache Corporation


Aquadrill LLC


CenterPoint Energy Inc.


Cottonmouth Ventures LLC


Diamondback Energy, Inc.


Double Eagle Energy


Evercore Group


FireBird Energy LLC


HighPeak Energy, Inc.


Hillier Restoration Holdings, LLC


Rattler Midstream LP


SLB


Spire Inc.


Tamboran Resources Ltd.


Trinity Industries, Inc.


Tug Hill Inc.


Work highlights


  • Advised Apollo Global Management on its 2022 debtor-in-possession financing credit agreement with Scandinavian airline company SAS AB for $700m.
  • Represented FireBird Energy II LLC in connection with securing equity commitments in excess of $500m anchored by funds managed by Quantum Energy Partners.

BakerHostetler

Demonstrating vast experience handling transactions in the technology, media, and telecoms sector, the BakerHostetler practice regularly acts for Fortune 500 companies as well as financial institutions on multi-jurisdictional M&A, joint ventures, and de-SPAC deals. Operating out of New York, co-head Steven Goldberg specializes in advising on complex strategic investments and private equity deals, while Los Angeles-based co-head Will Chuchawat is noted for his experience in the healthcare, consumer, and financial services spaces. From Cleveland, John Allotta focuses on cross-border acquisitions and financing transactions, and New York-based Matthew Gases assists with corporate governance matters.

Practice head(s):

Steven Goldberg; Will Chuchawat


Other key lawyers:

John Allotta; Matthew Gases


Key clients

The E.W. Scripps Company


Toyota Battery Manufacturing, Inc.


TransDigm Group Inc.


Lincoln International, LLC


Hybar LLC


Lincoln Electric Holdings, Inc.


Cyprium Investment Partners LLC


Blue Point Capital Partners


ECN Capital Corp


Work highlights


  • Advised a private equity company in the acquisitions of two national franchised businesses for over $8bn in auction.
  • Advised the TransDigm Group Inc. in multiple transactions, including the $1.385bn acquisition of CPI’s Electron Device Business.
  • Advised The E.W. Scripps Company in several acquisitions and dispositions.

Goodwin

Displaying broad expertise across the whole spectrum of corporate transactions, including cross-border acquisitions, divestitures, and leveraged buyouts, the Goodwin team is heavily praised for its ‘extremely smart, capable, and well-informed’ approach. The practice frequently provides strategic counsel on various shareholder-related issues, including proxy contests, activism, and shareholder litigation, with Boston-based global chair of M&A Stuart Cable noted as an expert in the life sciences sector. Lisa Haddad routinely represents buyers, sellers, and financial advisors, while Jacqueline Mercier focuses on complex corporate governance issues. Also based out of Boston, John Haggerty and Deborah Birnbach co-chair the public M&A offering. From Silicon Valley, Lawrence Chu brings vast experience in handling joint venture arrangements and recapitalizations, while New York-based Joshua Zachariah is highly knowledgeable in the tech and private equity spheres. Alessandra Love Simons left the firm in November 2023.

Practice head(s):

Stuart Cable; Lisa Haddad; John Haggerty; Deborah Birnbach; Lawrence Chu; Joshua Zachariah


Other key lawyers:

Jacqueline Mercier


Testimonials

‘Teams we work with are extremely smart, capable, and well-informed. Great business sense, direct in advice.’

‘Stuart Cable — eminence grise of the life sciences M&A market.’

 

Key clients

Marlin Equity Partners


Concert Pharmaceuticals


OEG Offshore


InTandem


SurePrep


RoadOne IntermodaLogistics


NextAir Holding


Royalty Pharma


Alert Innovation


Work highlights


  • Advised Concert Pharmaceuticals on its $576m sale to Sun Pharma.
  • Advised InTandem on the sale of its portfolio company, Paradigm, to Pioneer BidCo, LLC, a newly formed company backed by BlackRock.
  • Advised Alert Innovation on its definitive agreement to be acquired by Walmart.

McDermott Will & Emery LLP

Covering the full spectrum of M&A, joint ventures, and acquisition finance matters, the McDermott Will & Emery LLP team demonstrates strong cross-border capabilities in its advice to major pharmaceutical, beverage, and construction companies. Located in Miami, Harris Siskind, who is experienced with both corporate and private equity-backed transactions, co-heads the group with New York-based Todd Finger, who is noted for his expertise in leveraged buyout transactions and restructurings, and Miami lawyer Frederic Levenson, who focuses on private equity matters. Thomas Conaghan acts on behalf of tech and hospitality clients from both Washington DC and New York, while Chicago-based John Tamisiea and Ann Marie Brodarick focus on strategic investments and divestitures. From Boston, Brian Bunn advises early-stage companies on financing matters, and in Chicago, Heidi Steele concentrates on corporate securities affairs. In Dallas, Joanna Jung-Erh Lin and Diego Gomez-Cornejo handle multi-jurisdictional venture financings.

Practice head(s):

Harris Siskind; Frederic Levenson; Todd Finger


Other key lawyers:

Thomas Conaghan; John Tamisiea; Ann Marie Brodarick; Heidi Steele; Brian Bunn; Christine Corkran Kretkowski; Joanna Jung-Erh Lin; Diego E. Gómez-Cornejo; Lindsey Reighard


Key clients

The Coca-Cola Company


Wells Enterprises, Inc.


Prime Therapeutics LLC


Heritage-Crystal Clean


Cordis


Premier, Inc.


American Builders & Contractors Supply Co


Campari Group


Arthur J Gallagher


Chord Energy


The Morgan family


Baker Hughes


A&M Castle & Co


Monumental Sports & Entertainment


Charles River Laboratories, Inc.


Solaris Health Holdings


US Heart & Vascular


Chicago Pacific Founders


Revelstoke Capital Management LLC


General Atlantic


NationsBenefits Holdings, LLC


Cuisine Solutions, Inc.


RiverGlade Capital, LP


Viking Global Investors


Ilitch Family


Delta Electronics, Inc.


BQ Energy


Deerfield Management


Lennar Corporation


Ascend Wellness Holdings, Inc.


Work highlights


  • Advised The Coca-Cola Company on multiple matters, including the sales of its bottling businesses in Vietnam and Cambodia to Swire Coca-Cola; in Pakistan and Bangladesh, to Coca-Cola Icecek A.Ş.; and in Philippines to a joint venture comprised of a local Philippines investment conglomerate and one of Coca-Cola’s largest publicly-traded bottlers.
  • Advised Wells Enterprises, Inc. on its pending sale to the Ferrero Group.
  • Advised Prime Therapeutics LLC on its acquisition of Magellan Rx Management, the pharmacy division of Magellan Health, from Centene Corporation.

Schulte Roth & Zabel LLP

Representing leading middle-market private equity funds and portfolio companies in connection with M&A, divestitures, and venture investments, the Schulte Roth & Zabel LLP practice displays particular strengths in the automotive, financial services, and tech industries. Shareholder activism and securities law expert Eleazer Klein co-leads the New York based team with Brian Miner, who primarily handles private equity transactions and cross-border acquisitions. Benjamin Kozinn assists clients with middle-market buyouts and venture investments, Jeffrey Symons focuses on joint ventures and corporate finance affairs, and Adriana Schwartz is a regulatory specialist. Since joining the firm from Weil, Gotshal & Manges LLP in October 2023, Damian Petrovic concentrates on SPAC transactions and carve-outs. Lauren Troeller and Ryan Post are further key contacts.

Practice head(s):

Eleazer Klein; Brian Miner


Other key lawyers:

Benjamin Kozinn; Jeffrey Symons; Adriana Schwartz; Damian Petrovic; Lauren Troeller; Ryan Post


Key clients

AB CarVal Investors LP


APCO Holdings


Blue Torch Finance, LLC


Cerberus Capital Management LP


Deep Track Capital LP


Levine Leichtman Capital Partners


LLR Partners


Lovell Minnick Partners LLC


Mill Point Capital LLC


Perceptive Advisors LLC


Staple Street Capital


The WindAcre Partnership LLC


Work highlights


  • Advised the WindAcre Partnership on its negotiation and entry into a consortium that ultimately took Nielsen Holdings private.
  • Advised Lovell Minnick Partners on its majority investment in S&S Health.
  • Advised National Auto Care on a series of acquisitions.

WilmerHale

The ‘strong, very experienced team’ at WilmerHale delivers advice across a broad variety of transactional matters, including stock-for-stock mergers, cash mergers, and joint ventures, frequently leveraging its significant cross-border capabilities to advise on multijurisdictional M&A. Located in Boston, Hal Leibowitz and Joseph Conahan co-chair the practice and specialize in representing buyers, sellers, and boards of directors in joint ventures and securities law matters. In New York, Andy Alin regularly acts on behalf of financial tech companies and private equity sponsors, Chris Barnstable-Brown focuses on the tech and life science sectors, and Mike Gilligan is well-versed with providing buy-side as well as sell-side advice on transactional matters. In Washington DC, Stephanie Evans is knowledgeable on strategic alliances, while Denver’s Kieth Trammell acts on behalf of acquirers and buyout funds. In New York, Tal Hacohen is a further name to note, and Andrew Bonnes stands out for public company counseling and divestitures from Boston.

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; Eric Hanson; Mark Nylen; Will Myer


Testimonials

‘IN my experience, the M&A team around Tal Hacohen did an excellent job in supporting our needs in the US, across many disciplines (corporate, labor, finance, tax). Tal was able to corral the resources within the firm to provide a timely, holistic and comprehensive solution to the client.’

‘We are pleased to work with and recommend Keith Trammell. Keith is one of the most commercial and business savvy lawyers that we have worked with, helping identify key risks and, more importantly, finding solutions. He has shown appropriate “bedside” manners to reach great outcomes with both founders and sophisticated M&A professionals alike. ’

‘Strong, very experienced team that is responsive and timely. We work with an all-female team.’

‘Chalyse Robinson is top notch. Deep knowledge, very responsive, reliable, easy to work with.’

‘WilmerHale helped us scale our business from inception through multiple rounds of funding to successful acquisition by Instacart. They are thought partners and strategic advisors. I highly recommend them to founders and entrepreneurs that are looking for a firm that will nourish and defend their vision. We would not be where we are today without the guidance and support of WilmerHale.’

‘Tal Hacohen on the the M&A team at WilmerHale is exceptional. He provided strategic guidance and tactical execution through our successful acquisition by Instacart. What I valued most about Tal is how he acted as an extension of our executive leadership team. He is a joy and a pleasure to collaborate with. His team’s work ethic and diligence knows no bounds. I look forward to the opportunity to partnering with Tal and WH again in the future.’

‘Extreme ownership with lean deal teams provides sense of accountability.’

‘Tal Hacohen was extremely creative and thoughtful in devising a solution for a tough M&A deal. These were issues that don’t come up often and he was a great partner to brainstorm with on a creative solution in order to keep the deal alive and progressing.’

Key clients

Revvity (FKA PerkinElmer, Inc.)


AdoreMe, Inc.


Casella Waste Systems


Verde Bioresins


Carisma Therapeutics, Inc.


Infinity Pharmaceuticals, Inc.


Blue Apron Holdings, Inc.


SDC Capital Partners, LLC


Gemini Therapeutics


State Street Corporation


Nabriva Therapeutics


Solid Biosciences


SecZetta


AVEO Oncology


Akouos, Inc.


Decibel Therapeutics


IMARA Inc.


TMX Group


EverQupte


Editas Medicine


Mountaingate Capital


Stirista, LLC


Pragma Weeden Holdings LLC


Work highlights


  • Represented Revvity (FKA PerkinElmer), in its agreement to divest its Applied, Food and Enterprise Services businesses to New Mountain Capital, a leading growth-oriented private equity firm, for $2.45 billion.
  • Represented AdoreMe, Inc., in connection with its sale to Victoria’s Secret & Co. for an upfront $390 million cash payment and deferred cash payments of between $100 million and $300 million, contingent on the post-closing financial performance of AdoreMe and the achievement of specified milestones related to realizing technological synergies.
  • Represented AVEO Oncology in its sale to LG Chem in an all-cash transaction with an implied equity value of approximately $566 million.

DLA Piper LLP (US)

Demonstrating extensive experience in handling multi-jurisdictional M&A and complex SPAC transactions, the DLA Piper LLP (US) practice maintains a large roster of clients predominantly active in the tech, finance, and aerospace sectors. Operating out of New York, Christopher Giordano is an expert on topics ranging from divestitures to securities law affairs in addition to routinely advising on corporate governance matters. Located in Minneapolis, Kathleen Smith Ruhland focuses on cross-border restructurings and joint ventures, while New York-based Jon Venick specializes in assisting clients with stock transactions and asset deals.

Practice head(s):

Christopher Giordano


Other key lawyers:

Kathleen Smith Ruhland; Jon Venick


Key clients

Tastemaker Acquisition Corp.


Flock Group Inc.


Pool Corporation


Arbe Robotics, Ltd.


Global Software, LLC


Alliant Capital, Ltd.


CyrusOne, LLC


Grayshift, LLC


The Wicks Group of Companies, LLC


Health and Happiness Limited


Roadie, Inc.


Ecwid Inc


Invmetrics Holdings, Inc.


Work highlights


  • Advised GoHenry Limited on selling all of its outstanding equity interests to Acorns.
  • Advised Netwrix and its financial sponsor, TA Associates Management, on Netwrix’s sale of a significant minority equity position in Centerbridge Partners L.P.
  • Advised Sio Silica, a supplier and producer of silica headquartered in Calgary, on its business combination with Pyrophyte Acquisition Corp., a special purpose acquisition corporation.

Hunton Andrews Kurth LLP

The M&A practice at Hunton Andrews Kurth LLP is comprised of specialists in the competition, data protection, and tax law spaces who regularly providing bespoke advice to domestic and international companies in the life sciences, energy, and real estate sectors. The team shows significant strength in handling strategic acquisitions and divestiture programs, with Richmond-based co-head Steven Haas specializing in public company sales and corporate governance proceedings and Washington DC-based co-head Steven Patterson focusing on public and private securities offerings and compliance issues. Houston-based Mike O’Leary routinely negotiates complex partnerships and joint ventures, and in Miami, Fernando Alonso acts on behalf of financial institutions and corporations in connection with debt financings. From Richmond, Gary Thompson concentrates on handling divestitures and carve-out transactions. Peter Weinstock is a key contact in Dallas.

Practice head(s):

Steven Haas; Steven Patterson


Other key lawyers:

Mike O’Leary; Fernando Alonso; Gary Thompson; Peter Weinstock; Kevin Georgerian; Phil Haines; Austin Maloney


Testimonials

‘The level of service and engagement from its partners and the attention to detail by hearing you well and understanding the problem to find simple and pragmatic solutions is outstanding. Other firms do not have this level of service and attention to detail.’

‘The knowledge and experience on the particular sector we work at is remarkable.’

‘Kevin Georgerian stands out as one of the best M&A lawyers we have worked with, with exceptional client service, practical approach to deal-making and deep legal knowledge.’

‘A fine team with experience in the energy sector.’

Work highlights


  • Represented Paragon Medical in its $1.9bn sale to AMETEK, Inc., subject to customary closing conditions, including applicable regulatory approval.
  • Represented American Electric Power Company, Inc. in connection with the $1.5bn sale of its 1,365-megawatt unregulated, contracted renewables portfolio to IRG Acquisition Holdings, a partnership owned by Invenergy, CDPQ and funds managed by Blackstone Infrastructure.
  • Represented Hersha Hospitality Trust in its $1.4bn acquisition by KSL Capital Partners.

Reed Smith LLP

Renowned for its ‘leadership, expertise, and client responsiveness’, the Reed Smith LLP team offers deep industry insight, with a strong focus on the media, life sciences, and tech sectors. Robert McCann co-heads the M&A division from Chicago, bringing extensive knowledge on corporate governance issues and equity financing transactions to the practice, while Christopher Sheaffer and co-head Jennifer Cheng focus on asset and stock acquisitions as well as on cross-border mergers from New York. In Houston, Efren Acosta concentrates on joint ventures, and co-head Matthew Mohn handles venture capital fund investments from Pittsburgh.

Practice head(s):

Matthew Mohn; Jennifer W. Cheng; Robert McCann


Other key lawyers:

Christopher Sheaffer; Efren Acosta; Siddesh Bale; Anatoliy Rozental; Nicholas Gibson; Susan Nieto; Nataly R. Laufer Sultan; Terrence M. Fairfield


Testimonials

‘The uniqueness of the team is in its leadership, expertise and client responsiveness. I am always sure that I can speak with the partner in charge of the matter, and that he has assembled the appropriate resources to do ensure that all work is done timely and professionally. We also have a good working rapport and they understand the issues of our company in the industry. I also appreciate their use of technology to collaborate on data rooms, and their use of their business center for drafting assistance.’

‘Reed Smith knows us and knows our sector- they are exceptional at it. I don’t have to worry that they will plan something that is not doable or that will get me in trouble with regulators somewhere. There really is no one better to plan and execute deals for managed care organizations like us.’

‘With Reed Smith it’s like having a bespoke legal team with expertise across all areas. Their willingness to customize their approach to work across their regions and disciplines makes them the go to firm. It also makes makes it easy for our internal legal team to remain small and agile.’

Work highlights


Squire Patton Boggs

Fielding a ‘very responsible and flexible’ team, Squire Patton Boggs specializes in corporate governance matters, multi-jurisdictional M&A, and complex joint ventures. The global corporate practice is supported by experts in the IP, employment, and real estate fields, with practice head Cipriano Beredo focusing on divestiture transactions and securities law issues from Cleveland, and Michele Connell, who is also based in Cleveland, regularly handling M&A in the fintech, transportation, and healthcare sectors. From Washington DC, Abby Brown focuses on securities compliance and governance matters, whilst Los Angeles-based James Hsu concentrates on public finance transactions.

Practice head(s):

Cipriano Beredo


Other key lawyers:

Michele Connell; Abby Brown; Daniel Berick; James Hsu; Jonathon Whittlesey; Jaime Daddona; Molly McNally; Matthew Holman; Evan Toebbe


Testimonials

‘Great subject matter and geographic coverage.’

‘Excellent attorneys. Very responsive and flexible. Personable – good people.’

Key clients

Acumen Solutions, Inc.


Advanced Drainage Systems, Inc.


Allied Associates


Amerant Bancorp Inc.


Amtech Systems, Inc.


Andrea Electronics


Animoca Brands Limited


Applied Industrial Technologies, Inc.


Ashland Inc.


Axcelinno Holdings, LLC


Beacon Roofing Supply


Broadridge Financial Solutions, Inc.


BSI Americas


CCU Coal and Construction LLC


Cedar Fair Entertainment Company


Centricus Partners


China Everbright Limited


Coats Group plc


Community Bank System, Inc.


Comscore


Co-Win Healthcare Fund


Crexendo, Inc.


Critical Communications, Controls & Instruments


CrossVue


CSafe Global


DEC


Delta Air Lines, Inc


East West Manufacturing, LLC


EG America


ePlus


Everest Fund


First Financial Bancorp


Fox Factory Holding Corp


Global Water Resources


Hagerty, Inc.


Heights Finance Corporation


Hitachi Construction Machinery Co. Ltd


HNI Corp


HumanTouch


HyAxiom Inc.


Hyundai Motor America


ICF International, Inc.


Invicta Media Investments LLC


Work highlights


  • Advised Cedar Fair Entertainment Company on the signing of a definitive agreement to combine with Six Flags Entertainment Corporation and create a combined entity with an enterprise value of approximately $8bn.
  • Represented Fox Factory, Inc. in connection with its entry into an Agreement and Plan of Merger with Marucci Merger Sub, Inc. for an enterprise value of $572m.
  • Represented Valvoline in the sale of its global products division to a subsidiary of Aramco.