Firm Profile > Norton Rose Fulbright > Houston, United States

Norton Rose Fulbright
FULBRIGHT TOWER
1301 MCKINNEY, SUITE 5100
HOUSTON, TX 77010-3095
United States

Advertising and marketing: litigation Tier 1

Pharmaceuticals and healthcare are particular sector strengths for Norton Rose Fulbright, which maintains an enviable client roster including Alfasigma and Arbor Pharmaceuticals. Leveraging a strong presence across the US, the group is regularly involved in unfair competition, false advertising and IP infringement claims nationwide, though it has been especially active in cases brought under California's consumer laws of late. San Antonio-based Saul Perloff jointly leads the practice and is recommended for unfair competition litigation under the Lanham Act and various state laws. Los Angeles-based practice co-head Jeffrey Margulies is a name to note for advice on the regulatory aspects of marketing and advertising. In Minneapolis, IP specialist Felicia Boyd is recommended for trademark and trade dress infringement cases.

Practice head(s):

Saul Perloff; Jeff Margulies

Other key lawyers:

Felicia Boyd

Testimonials

‘The team provided strong strategic advice in the area of pharmaceutical marketing and advertising.’

‘Very attentive to client needs ’

Key clients

3M Company

Alfasigma USA, Inc.

Arbor Pharmaceuticals, LLC

Boltex Manufacturing Company

Data Analysis Inc.

Human Power of N Company

Milwaukee Electric Tool Company

Provepharm, Inc.

QuVa Pharma, Inc.

Ross Stores, Inc.

Standard Homeopathic Company and Hyland’s Inc.

Toyota Motor Corporation

Energy: renewable/alternative power Tier 1

Benefiting from an 'excellent understanding of the market', and able to resource matters from across its office network utilizing lawyers with sector-focused finance, projects, regulatory and corporate expertise, Norton Rose Fulbright excels in handling 'complicated acquisitions involving numerous stakeholders'. Although it has a broad client base, the firm is perhaps best-known for its sponsors/developer-side work and has vast experience advising on acquisitions and disposals relating to interests in domestic wind and solar projects. 'Fantastic' New York-based partner Todd Alexander recently represented TOTAL Strong (a joint venture formed between Hannon Armstrong and Total) in connection with its formation and subsequent purchase from SunPower of the entirety of its equity interests in ten project companies, each of which is developing and constructing a solar project in the US. 'Truly an authority on renewable energy', Washington DC-based partner Keith Martin has gained legendary status in the market as a result of his renewable-related tax structuring advice. In addition to being sought out for his transactional expertise, he is also a persuasive voice on behalf of clients on policy issues in this space. Martin co-heads the firm's overarching projects team alongside New York-based partner Benjamin Koenigsberg, who, in addition to maintaining a very strong lender-focused offering, is also the relationship partner of Danish renewable energy heavyweight, Ørsted as it moves into the US market.

Practice head(s):

Keith Martin; Benjamin Koenigsberg

Other key lawyers:

Todd Alexander; Rob Eberhardt; David Burton; Noam Ayali; Paul Weber; Marissa Leigh Alcala; Ikenna Emehelu; Becky Diffen; Bob Shapiro; Kateri Gamache; Kessar Nashat; Amanda Rosenberg; Jim Berger; Deanne Barrow

Testimonials

It is the number one firm for renewable energy.’

The firm has an excellent understanding of the market.

The firm provides really valuable content on the state of the industry and structuring.

Keith Martin is truly an authority on renewable energy, including tax equity, and general corporate work, as well as compliance. Keith has the best expertise in these areas in the market, extraordinary professionalism (going the extra mile always), and he always gets back to you immediately!’

‘Todd Alexander is fantastic.’ 

Becky Diffen provided great counsel on strategic issues involving structuring a three party partnership agreement and obtaining consents from various stakeholders that was highly valued.’

David Burton provides outstanding tax counsel related to acquisition structuring, tax equity, and other complex tax matters to add value to the transaction.’

Key clients

Copenhagen Infrastructure Partners

Lightsource BP

Orsted Onshore North America

Hannon Armstrong Sustainable Infrastructure

Longroad Energy

Leeward Renewable Energy

BayWa r.e.

Origis Energy

GE Energy Financial Services

Macquarie Capital

M&A: middle-market ($500m-999m) Tier 1

Norton Rose Fulbright has notable strengths across the spectrum of private and public M&A matters, as well as regulation and corporate governance. The team's client pool ranges from family businesses all the way to multinational companies, the majority of which are in the financial, energy, healthcare and technology sectors. Contacts in the team include Dallas-based Scarlet McNellie, who is head of corporate, M&A and securities, and Gene Lewis, head of business in Denver. The department also includes key practitioners Glen Hettinger (also in Dallas), who assists boards of directors on matters involving corporate governance, interested-party transactions, and fiduciary duties, and divestitures; and joint ventures expert Kessar Nashat in New York.

Practice head(s):

Scarlet McNellie; Gene Lewis

Other key lawyers:

Glen Hettinger; Kessar Nashat

Testimonials

‘The NRF team is highly skilled and approaches transactions with a very commercial perspective. Not only do they identify issues for immediate action, they take a long view of a deal and what needs to be done to prepare for hurdles down the road. They understand my business and our unique approach to transactions.’

‘The team is great, from the partners through the associate ranks. The transaction teams are always well staffed with the right people who continue to build knowledge about our business and our needs.’

‘Exceptional knowledge, responsiveness, great quality and advice.’

Key clients

Montage Resources Corporation

Kirby Corporation

Pharmaceutical Strategies Group (PSG)

Hannon Armstrong

CORE Industrial Partners

LongueVue Capital, LLC

Archrock, Inc.

Ullico Inc.

Marsh and McLennan Companies Inc (MMC)

Restructuring (including bankruptcy): municipal Tier 1

Norton Rose Fulbright's municipal restructuring and bankruptcy practice has a proven track record of representing key parties, both in- and out-of-court, in various municipalities across the US. The group remains particularly active in matters concerning the ongoing Puerto Rico debt crisis, a recent example of which was Dallas-based Toby Gerber's representation of the Puerto Rico Public Buildings Authority in its defense of claims brought by the Federal Oversight and Management Board relating to the Government of Puerto Rico’s Title III proceedings. Contacts in New York include practice head Eric Daucher and standout senior associate James Copeland.

Practice head(s):

Eric Daucher

Other key lawyers:

Toby Gerber; James Copeland

Key clients

Goldentree Asset Management

Puerto Rico Public Buildings Authority

E-discovery Tier 2

Norton Rose Fulbright is recognized in the e-discovery space for its experience of complex cross-border matters involving non-US data privacy and data localization issues. Information governance is a key area of focus for the firm; advice in this area includes risk management and pre-litigation and investigation support. Andrea D’Ambra and David Kessler jointly lead the team from New York. Kessler often acts as global discovery counsel for technology, finance, pharmaceutical and manufacturing businesses, and D’Ambra is a name to note for preservation and data management issues. In February 2020, senior counsel Laura Hunt joined the Washington DC office from the DOJ, where she specialized in e-discovery as part of the agency's civil division; and Houston-based Sumera Khan was promoted to partner in December 2020.

Practice head(s):

Andrea D’Ambra; David Kessler

Other key lawyers:

Laura Hunt; Sumera Khan

Testimonials

‘Andrea D’Ambra stands out for her insightful advice and excellent analytical skills’.

Key clients

Boehringer Ingelheim GmbH

GlaxoSmithKline (“GSK”)

Gilead Sciences Inc.

SAP

Education Tier 2

The higher education practice at Norton Rose Fulbright has a niche healthcare interface and focuses on large transactional mandates for universities, medical schools, and academic medical centers. Head of healthcare and co-head of the group Stacey Murphy in St. Louis has deep experience of academic health systems and handles corporate matters and M&A for clients seeking to expand their university practices. She is supported by healthcare transactional lawyer Andrew Roth in New York, who focuses on medical school accreditation matters, particularly on compliance issues relating to the Accreditation Council for Graduate Medical Education. Also on the East Coast is practice co-chair Douglas Fried in New York, who also heads the infrastructure group. In Texas, key contacts include employment lawyer Mario Barrera, who represents institutions in all forms of discrimination matters and sensitive sexual harassment cases, and Jerry Bell,  who acts for a number of academic medical centers and medical schools.

Practice head(s):

Stacey Murohy; Douglas Fried

Other key lawyers:

Andrew Roth; Mario Barrera; Jerry Bell

Testimonials

‘The attorneys I work with have specialized expertise in labor and employment law and civil rights as it applies to higher education. They are up to date on the case law and can answer any question promptly. They are easy to work with and always accessible.’

‘Mario Barrera and Stephen Romero are first-class attorneys. They are subject matter experts in all areas of labor and employment and higher education but also in civil procedure and litigation. They are ethical and role models for professionalism.’

Key clients

University of Louisville

University of New Mexico

State University of New York Downstate Medical Center

Baylor College of Medicine

Energy litigation: oil and gas Tier 2

Norton Rose Fulbright has a broad oil and gas litigation practice that covers upstream, midstream and oilfield services-related disputes. Key areas of focus include market manipulation, antitrust, environmental enforcement, and commodities and derivatives enforcement issues. Melanie Rother co-heads the practice and has significant experience handling trial cases in the energy and technology space. Reagan Brown heads the practice alongside Rother and is a name to note for royalty cases. Dan McClure is also recommended in the team. All named individuals are based in Houston.

Practice head(s):

Melanie Rother; Reagan Brown

Other key lawyers:

Bob Comer; Stephen Dillard; Dan McClure

Energy transactions: conventional power Tier 2

'Always available with leading industry information and insights, and a superb ability to cut through the issues and focus on the key matters', Norton Rose Fulbright has a strong reputation among lenders, sponsors and developers, on project finance and M&A-related work in the electric power sector. Although the firm has successfully followed industry trends and has become one of the leaders in the renewables market, it has by no means turned its back on work within the conventional energy sector; it maintains strong client relationships in the sector, some of which were established back in the 1970s following the liberalization of the domestic energy market and the entry of IPPs to challenge the dominance of utilities.The firm has developed particular expertise in relation to merchant power projects, and has had an involvement for stakeholders in the majority of recent gas-fired financing projects. LNG-related project finance work also remains a core focus and often aided by colleagues based in offices throughout the firm's vast international network, the team is regularly involved for stakeholders throughout the project life cycle. Washington DC-based partner Noam Ayali is recommended for his lender facing LNG finance offering; he is a key member of the firm's overarching projects team that is co-headed by Benjamin Koenigsberg and project finance 'tax superstarKeith Martin.

Practice head(s):

Keith Martin; Benjamin Koenigsberg

Other key lawyers:

Todd Alexander; Rob Eberhardt; David Burton; Noam Ayali; Paul Weber; Marissa Leigh Alcala

Testimonials

The firm is always available with leading industry information and insights, and a superb ability to cut through the issues and focus on the key matters.

Keith Martin is a tax superstar.’

Key clients

Cleco Corporate Holdings

Enel Green Power

GS EPS

American Infrastructure Funds

Ullico

Hannon Armstrong

Starwood Energy Group

Origis Energy

GE Energy Financial Services

Macquarie

Energy transactions: oil and gas Tier 2

Energy is one of the cornerstones of Norton Rose Fulbright's global strategy and accounts for a substantial flow of transactional work across its North American, EMEA and Asia Pacific offices. While the firm's US platform is better known for its renewables prowess, it also boasts a considerable oil and gas offering, both in relation to conventional fossil fuels, as well as LNG. As part of his broad-based energy transactions practice, Houston-based team head John Mauel is regularly engaged in corporate and projects-related LNG matters, and also handles a considerable amount of upstream and midstream oil and gas work, including in relation to acquisitions and divestitures of US shale and gas properties. Julie Mayo is also recommended for LNG-related work, particularly from a projects perspective. In addition to work on the LNG front, senior associate Jessica Rodriguez also regularly handles oil and gas-related M&A matters and adds particular value on mandates with a Latin America nexus by virtue of her Spanish language fluency. Project financing work is a core driver of the firm's energy-related transactional offering, and in this regard Washington DC-based partner Noam Ayali regularly advises commercial and development banks providing financing on emerging markets-related LNG projects. All practitioners named are based in Houston, unless otherwise noted.

Practice head(s):

John Mauel

Other key lawyers:

Noam Ayali; Julie Mayo; Jay Stiffler; Jessica Rodriguez; Samantha Evans

Key clients

Enbridge Inc.

TOTAL S.A.

Shell Oil Company

TAQA USA, Inc.

Osaka Gas Co.

United Bulk Terminals USA, Inc.

Exxon Mobil Corporation

Pacific Summit Energy LLC

BP America Inc.

Marubeni Corporation

International litigation Tier 2

The disputes team at Norton Rose Fulbright is jointly led by Richard Krumholz and Gerard Pecht in Dallas and Houston, respectively, and has core strengths in energy and financial services disputes. With a depth of experience in litigation and investigations and the ability to tap into an expansive network of 58 offices globally, the firm is especially well placed to handle parallel proceedings in other jurisdictions. In addition to energy and financial services disputes, the group also stands out in cross-border securities litigation, which is an area of focus for Washington DC-based Kevin Harnisch, who heads the SEC enforcement practice, and Peter Stokes in the Austin office. Also recommended are Washington DC-based Matthew Kirtland and Steve Dollar in New York. The team is complemented by a strong international arbitration group led by Mark Baker in Houston.

Practice head(s):

Richard Krumholz; Gerard Pecht

Other key lawyers:

Peter Stokes; Kevin Harnisch; Sam Ramer; Bill Leone; Matthew Kirtland; Steve Dollar

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

In its activity for pharmaceutical and medical device companies in product liability disputes, Norton Rose Fulbright has gained experience defending against personal injury as well as economic loss claims. The team also has specific expertise in the pharmacovigilance space. Kevin Mayer, a trial lawyer with considerable OSHA knowledge, joined the firm from Crowell & Moring LLP in January 2020. D’Lesli Davis in Dallas represents clients in mass tort cases, MDLs and consolidated proceedings. She leads the practice together with Houston-based Brett Young. Associate  Ellie Norris in Dallas is highly involved in the most complex matters for pharmaceutical companies.

Practice head(s):

Brett Young; D’Lesli Davis

Other key lawyers:

Doug Wabner; Jonathan Skidmore

Product liability, mass tort and class action - defense: toxic tort Tier 2

Norton Rose Fulbright stands out with its expertise in litigation surrounding disasters and its deep institutional experience. The firm has recently expanded its focus on OSHA compliance and other health and safety concerns, a move instigated by new hire Kevin Mayer who joined from Crowell & Moring LLP in January 2020. Many of the clients in the toxic torts space are from the chemical manufacturing and energy industries. Houston-based practice leader Brett Young continues to be a name of note who directs the defense of the firm's most significant tort matters, including classic toxic tort defense and industrial accidents.

Practice head(s):

Brett Young

Other key lawyers:

Kevin Yankowsky; Kevin Mayer

Key clients

Illinois Tool Works (ITW)

KMCO LLC

Vulcan Materials Company

CenterPoint energy

Transport: aviation and air travel - finance Tier 2

The team at Norton Rose Fulbright is recognized for providing 'personal attention with high levels of expertise and experience'. The US aviation group has longstanding experience in advising on all sides of aviation finance transactions. Aviation head Alyssa Vazquez is widely respected for her experience in aircraft acquisition, leasing and finance transactions; Sean Corrigan recently assisted DVB Bank SE with the transfer of its aviation lending platform and loan portfolio to MUFG Bank; and James Tussing is 'always responsive and very knowledgeable'. Bringing extensive aviation sector experience, Fiona Henderson was hired as senior counsel in July 2020 from Clifford Chance. All named individuals are based in New York.

Practice head(s):

Alyssa Vazquez; Sean Corrigan; James Tussing

Other key lawyers:

Fiona Henderson

Testimonials

Personal attention with high levels of expertise and experience.

James Tussing is always responsive and very knowledgeable.

Key clients

Carlyle Aviation Group, LLC

Willis Lease Finance Corporation

LATAM Airlines

Aircastle Advisors

DVB Bank SE

Air Canada

Emirates

Mitsui & Co. Ltd.

KGAL – GOAL

DHL Network Operations (USA), Inc.

Transport: shipping - finance Tier 2

'Truly a global presence in the world of shipping', Norton Rose Fulbright's full-service team 'routinely goes above and beyond, and has deep expertise in everything it does'. The firm's US shipping practice handles an array of shipping-related transactions, including complex structured financing and leasing deals. It typically represents US and foreign banks, and is increasingly advising non-traditional sources of ship financing, including funds and governmental finance support entities. With a particular emphasis on maritime-related assets, US head of transport Brian Devine 'has a genuine knowledge of numerous aspects of the shipping world'. Counsel Kassandra Savicki and associate Nicholas Santangelo specialize in maritime and international finance. All attorneys listed are based in New York.

Practice head(s):

Brian Devine

Other key lawyers:

Kassandra Savicki; Nicholas Santangelo

Testimonials

The NRF shipping finance team is truly a global presence in the world of shipping.

Super service oriented, routinely goes above and beyond, and has deep expertise in everything it does.

The NRF shipping finance team has expertise, experience and depth, and is one of the go-to firms in this speciality.

Brian Devine has a genuine knowledge of numerous aspects of the shipping world, allowing him to provide top quality advice to owners and financiers alike.

Brian Devine is knowledgeable, able to think through issues, and comes up with creative solutions to the unique challenges encountered in this area.

Key clients

ABN AMRO Bank N. V.

Citibank N.A.

Mercuria Energy Group

DNV GL

Banco Santander

Deutsche Bank AG

DNB

Northern Fund Management America, LLC

Skandinaviska Enskilda Banken AB

National Australia Bank

Cyber law (including data privacy and data protection) Tier 3

Norton Rose Fulbright US LLP regularly advises large pharmaceutical companies and aviation sector clients on data and privacy matters covering the collection, use, storage, transfer and destruction of information. Specifically, the team counsels clients on legal compliance as it relates to cybersecurity and handles risk management, incident response and the stress testing of contingency plans. The group is jointly led by Washington DC-based Chris Cwalina, and Andrea D’Ambra and David Kessler in the New York office. Of note in 2020, the team welcomed Houston-based Will Daugherty from Baker & Hostetler LLP in June, but lost Spencer Persson and Jeewon Kim Serrato to Davis Wright Tremaine LLP and Baker & Hostetler LLP, respectively.

Practice head(s):

Chris Cwalina; Andrea D’Ambra; David Kessler

Other key lawyers:

Tristan Coughlin

Testimonials

As a General Counsel in a cyber crisis response situation, this is the team you need by your side. Highly experienced and knowledgeable, the NRF team is able to immediately swing into action and co-ordinate multiple work threads across multi-jurisdictions from dealing with customers, suppliers, regulators, law enforcement, insurers, public relations and more. As well as putting in place the appropriate legal safeguards, the NRF team has the experience, knowledge and technical understanding to provide invaluable insights and guidance on the broader strategic moves.’

Highly collaborative working team, quickly able to navigate the customer corporate landscape and immediately add value in key areas.’

Always available to provide highly insightful thoughts and guidance and to step in to lift the load off the internal team.’

‘Chris Cwalina’s deep experience in cybersecurity practice is a pair of trusted hands in helping clients with complex issues and risk management.’

Tristan Coughlin has demonstrated a good understanding of data privacy laws in many jurisdictions and is dedicated in advising clients.’

Key clients

Gilead Sciences

Boehringer Ingelheim

Abbott Laboratories

Energy regulation: conventional power Tier 3

Norton Rose Fulbright US LLP has a particularly strong presence in the renewable energy space and is praised its 'leading industry info and insights'. In addition to alternative power and renewables, the team also has expertise in gas-fired power projects, advising clients on corporate PPAs, financial products and energy storage matters. On the contentious side, the group represents clients before FERC, NERC, state regulatory agencies, RTOs and ISOs. Names to note include Keith Martin and New York-based Benjamin Koenigsberg, who jointly head the projects group. Caileen Kateri Gamache is a contact for matters in the wind and solar space, and Joseph Williams has broad expertise in compliance and enforcement matters involving FERC and the CFTC. Senior associate Anna Biegelsen is a rising star in the team. All named individuals are based in Washington DC unless stated otherwise.

Practice head(s):

Keith Martin; Ben Koenigsberg

Other key lawyers:

Bob Comer; Jonathan Franklin; Joseph Williams; Bob Shapiro; Becky Diffen; Anna Biegelsen; Caileen Kateri Gamache

Testimonials

‘Keith Martin and his team are great. Always available with leading industry info and insights and a superb ability to cut through the issues and focus on the key matters with resolutions that lead to getting deals closed efficiently and quickly. ’

‘Keith Martin. See above. He’s a tax super star with an ability to “dummy” things now for people like me and he knows all areas in Project Finance (which is unique for a tax star).’

Key clients

Cleco Corporate Holdings LLC

Enel Green Power

GS EPS

American Infrastructure Funds

Ullico

Hannon Armstrong

Starwood Energy Group

Origis Energy

GE Energy Financial Services

Macquarie

International arbitration Tier 3

Norton Rose Fulbright US LLP undertakes both international investment as well as commercial arbitration work; it is fully integrated within the global arbitration group and is adept at handling matters requiring close collaboration with the firm’s network consisting of over 150 specialists worldwide. The group attracts praise from clients for its ‘great leadership in oil and gas arbitration work’; indeed, the energy industry is an area of primary focus for the team in Houston, where key contacts include practice head Mark Baker and Kevin O’Gorman (‘knows oil and gas inside out’). Led by Matthew Kirtland, the arbitration team in Washington DC has extensive experience in court proceedings relating to the recognition and the enforcement of arbitral awards. In New York, Mina Matin specializes in Bermuda Form arbitrations in the insurance sector; Matin has additional barrister and solicitor qualifications in the UK.

Practice head(s):

Mark Baker

Other key lawyers:

Kevin O’Gorman; Mina Matin; Denton Nichols

Testimonials

‘Great leadership in oil and gas arbitration work with great depth of experience and global reach.’

‘Kevin O’Gorman in Houston is a leading advocate and strategist who knows oil and gas inside out.’

Key clients

Noble Energy

Vicinay Cadenas, S.A.

Mobil Investments Canada, Inc.

The Republic of Kazakhstan

Gold Reserve Corporation

Chevron

Shell

NNPC

Halliburton

Flowserve Corporation

Martin-Baker Aircraft Company, Ltd.

Product liability, mass tort and class action - defense: automotive/transport Tier 3

Norton Rose Fulbright advises and represents clients in the automotive and trucking space and has experience coordinating litigation across numerous jurisdictions and states. The 'exceptionally talented' team can draw on deep institutional experience as well as trial readiness and strong working relationships with experts in standard of care, accident reconstruction, vehicle dynamics and biomechanics. Steve Jansma, based in San Antonio and Houston, is a name to note in this space. Brett Young in Houston leads the practice.

Practice head(s):

Brett Young

Other key lawyers:

Steve Jansma

Testimonials

‘These lawyers become true partners in getting to know the client’s business. They add great value! ’

‘Troy Vancil, Steve Jansma, Steve Dillard. Can’t say enough about each of them. An exceptionally talented group of people.

Key clients

Walmart Inc.

Toyota

Securities litigation: defense Tier 3

Norton Rose Fulbright US LLP has nine US-based partners specializing in securities litigation and enforcement, all of whom are active in matters across the country from New York to Los Angeles. The firm has a healthy 75% dismissal rate for 10b5 class actions and its work encompasses both domestic and cross-border litigation, thanks in part to its extensive international network of offices. Kevin Harnisch in Washington DC leads the regulation, investigations, securities and compliance practice, which has prominent lawyers in key locations across the US. In Dallas, Rodney Acker and Ellen Sessions are currently representing Sterling Partners, LLC in an opt-out securities fraud lawsuit filed in Texas. Securities litigation partner Gerard Pecht in Houston is now the firm's global CEO. Stephen Dollar in New York also handles high-profile litigation and regulatory investigations.

Practice head(s):

Kevin Harnisch

Other key lawyers:

Stephen Dollar; Rodney Acker; Ellen Sessions; Gerard Pecht

Key clients

Tesco Corporation

Hamilton Beach Brands Holding Company (HBBHC)

Sterling Partners, LLC

Exela Technologies

Bellicum Pharmaceuticals

Cabot Oil & Gas Corporation

Flotek Industries

MoneyGram International

Uranium Energy Corp.

Harvest Natural Resources

XBiotech USA, Inc.

Citizens Inc.

Earthstone Energy

Sierra Oncology (f/k/a ProNAi Therapeutics)

Erin Energy

Cadence Bancorporation

Payment Data Systems, Inc.

Concordia International

Structured finance: securitization Tier 3

Norton Rose Fulbright's securitization group acts for all key market participants, including issuers, warehouse lenders, underwriters, servicers and investors, in relation to securitizations and warehouse financings. The group focuses on a variety of asset classes, with notable expertise in renewable energy, residential mortgage loans, aircraft leases and more exotic asset classes such as pharmaceutical royalties. The team is jointly led by Patrick Dolan and Andrew Coronios in New York, and San Francisco-based Eric Tashman. Also recommended in New York is George Baptista, who specializes in financing matters involving Latin America. Although based in Toronto, Elana Hahn works closely with the US group on securitization matters for Canadian banking clients.

Practice head(s):

Patrick Dolan Andrew Coronios; Eric Tashman

Other key lawyers:

George Baptista; David Shearer; Elana Hahn; Geren Brown; Deborah Stern

Testimonials

‘Deep expertise. Many years of complex and unique transactions in the aircraft space.’

‘The lead partner is always available and responsive. He also is quite proactive with respect to developments in the industry and regulatory landscape.’

‘Patrick Dolan is highly engaged and responsive. He’s easy to work with and understands our needs.’

‘Norton Rose has an incredible global footprint which gives the firm the ability to advise on deals across a broad range of jurisdictions, in many cases, where experienced structured finance lawyers are hard to come by.’

‘Elana Hahn brings world-class structured finance expertise to the Canadian market. As a New York and London based investor, we rely heavily on her ability to advise us on the Canadian market relative to our experience in the US and Europe. She is our first call on all things Canadian.’

Patrick Dolan has strong expertise in esoteric asset classes and consistently provides impressive client service.’

Key clients

Dividend Finance

JP MorganChase

Bank of America Merrill Lynch

New Wave Capital

Varadero Capital

Caribbean Government

Jefferies

DBRS

Nabors

Goldman Sachs

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

Norton Rose Fulbright US LLP is active in all areas of IP law, and is recognized here for representing clients in trademark registration, acquisitions, management, and enforcement matters. The team is also experienced in trademark mediation and arbitration, as well as matters before the US Patent and Trademark Office. Contacts in the Austin office include US head of IP brands Alicia Morris Groos, a highly experienced litigator, who manages domestic and international IP portfolios; and US head of IP James Repass, who focuses on joint ventures and licensing arrangements. Global head of IP Timothy Kenny is based in Minneapolis and advises on strategic portfolio counseling and management. In May 2020, Michael Metteauer departed for Pirkey Barber.

Practice head(s):

Alicia Groos; Jim Repass; Tim Kenny

Key clients

Archdiocese of St. Paul/Minneapolis

Electronic Arts

Fair Isaac Corporation

Hadassah, The Women’s Zionist Organization

SHOPHQ

Standard Homeopathic

Tiff’s Treats

USA Warriors

US taxes: contentious Tier 3

Norton Rose Fulbright’s Houston-based contentious tax co-head Robert Morris is known for tackling first impression disputes against the IRS, primarily acting for clients in the energy sector. Ongoing highlights for the team involve issues such as foreign tax credits for offshore drilling companies, excise tax valuations for biofuel distributors, and bad debt deductions for oilfield services companies. The wider team also has expertise in transfer pricing disputes—where Washington DC-based Robert Kovacev is a name to note—permanent establishment issues, and pension fund controversies, specifically those pertaining to the tax consequences of PBGC transfers. New York-based Mayling Blanco acts for corporations and individuals in criminal tax and fraud trials and investigations.

Practice head(s):

Robert Morris; William Cavanagh

Other key lawyers:

Robert Kovacev; Mayling Blanco

Key clients

Delek US Holdings, Inc.

Diamond Offshore Drilling, Inc.

Adams Challenge

Bluescape Resources

Baker Hughes Incorporated

HP Inc.

Noble Corporation

Meredith Corporation

Shell

Nabors Industries

US taxes: non-contentious Tier 3

With a solid on-the-ground presence in New York and Texas, Norton Rose Fulbright is well placed to handle work for a diverse range of private equity firms, infrastructure developers, high-net-worth-individuals and energy providers; energy in particular is an area of focus for the group. The sizeable team is co-chaired by Houston-based tax controversy specialist Robert Morris and New York-based William Cavanagh, who concentrates on structuring and negotiating M&A deals, spin-offs, project finance transactions, and securities offerings. Other names to note in New York include David Burton, an expert in renewable energy taxation, and Michael Flamenbaum, who co-heads the asset and wealth management group.

Practice head(s):

Robert Morris; William Cavanagh

Other key lawyers:

David Burton; Michael Flamenbaum

Testimonials

‘David Burton has exceptional knowledge and experience in tax equity transactions.’

Key clients

ExxonMobil Chemical Company

The Araz Group, Inc. (d/b/a HealthEZ)

Noble Drilling

Cypress Creek Renewables

Marsh & McLennan Companies Inc.

Shell Oil Company

Baker Hughes Incorporated

HP, Inc.

Bluescape Resources

Flotek Industries, Inc.

Civil litigation/class actions: defense Tier 4

The team at Norton Rose Fulbright litigates traditional antitrust class actions and RICO-related claims from offices across the country. The group is regularly involved in cases in the healthcare sector, though it has additional expertise in pharmaceuticals and consumer products, areas in which New York-based group head Robin Adelstein in a name to note. Contacts in the firm’s Houston office include monopolization and conspiracy expert Darryl AndersonLayne Kruse and Eliot Turner.

Practice head(s):

Robin Adelstein

Other key lawyers:

Layne Kruse; Eliot Turner; Darryl Anderson

Key clients

Cinemark USA, Inc.

Valeant Pharmaceuticals International (now known as Bausch Health Americas, Inc., a subsidiary of Bausch Health Companies, Inc.)

Bausch Health Companies Inc.

Valeant Pharmaceuticals North America LLC (now known as Bausch Health US, LLC), Valeant Pharmaceuticals International (now known as Bausch Health Americas, Inc.), and Oceanside Pharmaceuticals, Inc. (all subsidiaries of Bausch Health Companies, Inc.)

CHRISTUS Health

Willis-Knighton Health System

Phillips 66

Bank of America, N.A.

Royal Dutch Shell plc, Shell Oil Company, Pennzoil-Quaker State Company, and Jiffy Lube International, Inc.

Takeda Pharmaceutical Company, Ltd. and Eli Lilly and Company

AMC Theatres

Southwest Airlines Co.

Topgolf

Takeda Pharmaceutical Company, Ltd. and Takeda Pharmaceuticals USA, Inc.

Texas Children’s Health Plan, Inc.

Energy Transfer Partners

Environment: litigation Tier 4

Norton Rose Fulbright has a depth of experience handling environmental enforcement actions, including defense of administrative, civil and criminal proceedings. In addition, the team is highly knowledgeable about Superfund laws, often acting as both individual and group counsel on cost recovery actions, remediation issues and related toxic tort litigation. Based in Houston, Eddie Lewis heads up the firm's environmental law practice in the US; he is trusted by clients facing catastrophic industrial accidents. In the Los Angeles office, Elizabeth Weaver has extensive experience in CERCLA litigation, while Jeff Margulies focuses on class actions.

Practice head(s):

Eddie Lewis

Other key lawyers:

Elizabeth Weaver; Jeff Margulies; Will Troutman

Testimonials

‘NRF has a very strong Environmental practice with both federal and California specific knowledge. They have working knowledge of local regulators and regulations that assist greatly with decision making on complex local projects. They also assist with contracting and other related services.’

‘NRF has good collaboration between offices, so is able to pull staff or resources from different areas to meet project requirements. They also work well and have technical expertise to discuss activities with experts, which assists with strategy development and interactions with regulatory agencies.’

‘All of the individuals I work with are very responsive and have good working knowledge of both federal and state regulations. They provide sound advice in line with our company culture, risk threshold and goals making for good partners in decision making and interactions with other parties.’

Key clients

KMCO, LLC

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Vulcan Materials Company

ExxonMobil

EOG Corporation

American Coatings Association

Marathon Oil Corporation

TriMas Corporation

Sumitomo Corporation

BHP Corporation

Tarkett North America

Fintech Tier 4

Norton Rose Fulbright approaches the market from several different angles, representing a mix of financial institutions, clearing banks, trade bodies, foreign governments, tech companies and cryptocurrency platforms. This includes support on collaboration agreements, financial services regulatory, data privacy, corporate, and litigation. Blockchain, payment services, reg-tech, insur-tech, and related AI have all featured prominently on the firm's workload in the past year. Regulatory and litigation partner Ronald David Smith in Dallas and New York-based funds and structured products specialist Andrew Lom are both highly active in the fintech space. Stephen Aschettino joined from Reed Smith LLP in June 2021 and now heads up the practice group.

Practice head(s):

Stephen Aschettino

Other key lawyers:

Ronald Smith; Andrew Lom

Testimonials

‘Norton Rose Fulbright partners, associates, and supporting staff are some of the most professional and knowledgeable out there who are constantly providing guidance and sharing their insight with their clients. A noteworthy individual includes but is not limited to: – Sean Murphy, Partner, and Ron Smith, Partner.’

 

Key clients

Regen Network

Data Gumbo

Moneygram International, Inc.

Web 3.0 Technologies Foundation

Escaroo

General commercial disputes Tier 4

Norton Rose Fulbright has recently bolstered its global cyber risk and antitrust offerings, two areas of focus for the litigation team in particular. Chris Cwalina and Steven Roosa joined the cyber risk group in Washington DC and New York, respectively; while Vic Domen joined the antitrust team in Washington DC. Over the review period, Houston partner Layne Kruse obtained summary judgment for Robert Bosch Tool Corp in a $450m antitrust conspiracy claim filed by SawStop. Based in New York, trial lawyer Thomas McCormack remains active in a wide range of disputes. Also recommended are Scott Incerto in Austin, and Dallas-based Richard Krumholz, who heads the global litigation and disputes group.

Practice head(s):

Richard Krumholz; Thomas McCormack; Scott Incerto

Other key lawyers:

Chris Cwalina; Steven Roosa; Vic Domen; Layne Kruse

Key clients

Shell Oil Company

Willis-Knighton Health System

Phillips 66

Robert Bosch Tool Corp.

Pfizer, Inc.

Exxon Mobil Corporation

Ascension Health

Farmers New World Life Insurance Company

Healthcare: life sciences Tier 4

Norton Rose Fulbright is recognized for its strong litigation practice, with an established track record of successfully defending pharmaceutical clients in multi-jurisdictional product liability claims and patent litigation. The antitrust team, headed by Robin Adelstein in New York, plays a key role in the firm's service offering. It is routinely involved in government investigations and enforcement actions, and also has extensive experience coordinating national competition strategies. Austin-based Stacey Martinez and Gina ShishimaD’Lesli Davis in Dallas, San Antonio-based Saul Perloff and Jeffrey Lewis in New York are recommended for product liability and torts, as well as transactional and contentious patent matters. Carol Poindexter in Washington DC is the key attorney for regulatory compliance issues.

Practice head(s):

Debbi Johnstone; Jonathan Skidmore

Other key lawyers:

Saul Perloff; Robin Adelstein; Stacey Martinez; Gina Shishima; D’Lesli Davis; Carol Poindexter; Jeffrey Lewis

Testimonials

‘The in-depth knowledge of the business is a major strength. The lawyers also are very skilled at communicating with senior leadership (e.g., CEOs) and addressing the key topics for the company.’

‘Saul Perloff knows the business and the law. He hones in on the key issues and risks of a dispute and provides clarity to the business. The life sciences industry is quite complex and constantly changing. Saul and his team stay current and also anticipate upcoming changes.’

Key clients

Bausch Health Companies, Inc.

Valeant Pharmaceuticals North America LLC (now known as Bausch Health US, LLC) and Valeant Pharmaceuticals International (now known as Bausch Health Americas, Inc.)

Oceanside Pharmaceuticals, Inc. (subsidiary of Bausch Health Companies, Inc.)

Mission Pharmacal

Gilead Sciences

Boehringer Ingelheim

Abbott Laboratories

Standard Homeopathic Company

Hyland’s Inc.

Provepharm, Inc.

Alfasigma USA, Inc.

Arbor Pharmaceuticals

QuVa Pharma, Inc.

Pharmaceuticals Strategies Group

Loopback Analytics

Sani-Tech West, Inc.

Healthcare: service providers Tier 4

Norton Rose Fulbright handles complex M&A involving academic and other large-scale medical centers, as well as a variety of other transactions presenting unique regulatory issues. On the regulatory side, the team focuses on fraud and abuse litigation, and also has familiarity with third-party reimbursement rules. Key figures in the healthcare service group include Debbi Johnstone, who heads the life sciences and healthcare group from Houston, and Stacey Murphy, who leads the US healthcare practice in the St. Louis office. Andrew Roth and the New York team have a niche focus on medical school accreditation.

Practice head(s):

Debbi Johnstone; Stacey Murphy

Other key lawyers:

Andrew Roth; Jerry Bell; Thomas Dowdell; Yvonne Puig

Key clients

Memorial Hermann Health System

Fairview Health System

Texas Health Resources

Universal Health Services

Baylor College of Medicine

CHRISTUS Health

Intermountain Healthcare

United Surgical Partners International (USPI)

Texas Children’s Hospital

Mayo Clinic

International tax Tier 4

Headed up by Houston-based Andrius Kontrimas, the international tax group at Norton Rose Fulbright has recently been involved in a number of bilateral APAs, foreign tax refund claims, global supply chain expansions, corporate restructurings and cross-border M&A negotiations. Oil and gas—including onshore and offshore drilling—is the primary sector of focus.

Patents: litigation (full coverage) Tier 4

Norton Rose Fulbright excels in multi-jurisdictional disputes, drawing on the firm's extensive global network to advise clients across borders. With Charles Walker, the head of the IP disputes practice in the US, and James Repass as the head of IP in the US, based in the Houston office, the practice has a strong foothold in one of the busiest patent litigation states in the country. The Minneapolis-based Timothy Kenny is the firm's global head of IP. Jeffrey Lewis joined Foley Hoag LLP in June 2020.

Practice head(s):

Charles Walker; Jim Repass; Timothy Kenny

Other key lawyers:

Richard Zembek; Daniel Scott Leventhal; Brett Govett; David Ben-Meir;

Key clients

Qualcomm Incorporated

AT&T

AMC Entertainment Group Inc.

Expedia.com

Match Group and subsidiaries, including PlentyOfFish

Media ULC, and Humor Rainbow

Proppant Express Investments, LLC

Saracen LLC, Saracen Energy Advisors LP, and Saracen

Energy Power Advisors LP

TicketMaster

Sanyo Electric Co., Ltd

Restructuring (including bankruptcy): corporate Tier 4

Norton Rose Fulbright has a significant presence in the top US bankruptcy markets, leveraging a network of offices in New York, Washington DC, Los Angeles and several key cities across Texas. The firm is also easily able to resource multi-jurisdictional insolvency and restructuring mandates, co-ordinating with experienced colleagues in offices across Europe, Latin America, Asia, Australia, Africa and the Middle East; New York-based global practice head Howard Seife is especially noted for his work on Chapter 15 cases. Other key practitioners in the New York office include Eric Daucher, who also has significant cross-border expertise, and senior counsel Howard Beltzer. US team co-head Louis Strubeck splits his time between New York and Dallas. Samuel Kohn left for for Dorsey & Whitney LLP in April 2020.

Practice head(s):

Howard Seife; Louis Strubeck

Other key lawyers:

Howard Beltzer; Eric Daucher

Testimonials

‘Strong practice with broad international experience.’

‘Howard Beltzer is an exceptional lawyer. Highly experienced, has seen everything. Very thoughtful and a skilled negotiator. Always sets us on the right course.’

‘My primary contact Is Howard Beltzer. I go way back with Howard. He brings to the table experience like no other, particularly in cases that are complex or which have an international component. I often describe him as simply, the smartest guy in the room, no matter who else is in the room. When I have him on my side, I am in the best possible position I can be in.’

‘I typically deal with Howard Beltzer directly, but have found his partners and associates to be absolutely the cream of the crop! Professional, personable and dedicated.’

Key clients

Steering Committee of International Lenders of Vicentin S.A.I.C.

Southern Foods Group (d/b/a Dean Foods)

Official Committee of Unsecured Creditor of Chesapeake Energy Corporation

Official Committee of Unsecured Creditor of Tailored Brands, Inc.

Official Committee of Unsecured Creditors of Lucky’s Market Parent Company LLC

Official Committee of Unsecured Creditor of Valaris PLC

Wilks Brothers and Equify Financial LLC

Big Picture Loans, LLC, Ascension Technologies, LLC and Tribal Economic Development Holdings, LLC

Nuvectra Corp.

The Bank of New York Mellon

Banco Bradesco

JPMorgan Chase Bank

HSBC Bank

Bank of America

Board of Directors of Windstream Communications

Adeptus Health

NextEra Energy

Shell Corp.

Havas Worldwide

Project finance

Norton Rose Fulbright is one of the most active firms in the renewable energy sector, advising both sponsors and lenders on complex financing transactions relating to wind farms, solar installations, energy storage facilities and biofuel cells. The group is able to advise on a range of financial structures, include safe harbour financing and tax equity investments, while outside the renewables sector, the firm assists with infrastructure projects utilizing conventional structures and P3 model. The team is jointly led by Keith Martin  and Benjamin Koenigsberg; the former specializes in tax equity financings, while the latter has a track record in ground-breaking projects, including the first offshore wind farm in the US. Other key team members include Todd Alexander, who advises on international limited recourse financings, and private placement specialist Noam Ayali. Robert Eberhardt is recommended for his work in merchant renewable energy projects.

Practice head(s):

Keith Martin; Ben Koenigsberg

Other key lawyers:

Todd Alexander; Noam Ayali; Rob Eberhardt; David Burton; Paul Weber; Marissa Leigh Alcala; Ikenna Emehelu

Key clients

Copenhagen Infrastructure Partners

Lightsource BP

Orsted Onshore North America

Hannon Armstrong Sustainable Infrastructure

Longroad Energy

Leeward Renewable Energy

BayWa r.e.

Origis Energy

GE Energy Financial Services

Macquarie Capital

The firm: Norton Rose Fulbright is a global law firm. It provides the world’s preeminent corporations and financial institutions with a full business law service. It has more than 4,000 lawyers and other legal staff based in Europe, the United States, Canada, Latin America, Asia, Australia, the Middle East and Africa.

Areas of practice: Norton Rose Fulbright is a global law firm. It provides the world’s preeminent corporations and financial institutions with a full business law service. It has more than 4,000 lawyers and other legal staff based in Europe, the United States, Canada, Latin America, Asia, Australia, the Middle East and Africa.

Recognized for its industry focus, Norton Rose Fulbright is strong across all the key industry sectors: financial institutions; energy; infrastructure, mining and commodities; transport; technology and innovation; and life sciences and healthcare. Through its global risk advisory group, Norton Rose Fulbright leverages its industry experience with knowledge of legal, regulatory, compliance and governance issues to provide its clients with practical solutions to the legal and regulatory risks facing their businesses.

Wherever it is, Norton Rose Fulbright operates in accordance with its global business principles of quality, unity and integrity. It aims to provide the highest possible standard of legal service in each of its offices and to maintain that level of quality at every point of contact.

Norton Rose Fulbright Verein, a Swiss verein, helps coordinate the activities of Norton Rose Fulbright members but does not itself provide legal services to clients. Norton Rose Fulbright has offices in more than 50 cities worldwide, including London, Houston, New York, Toronto, Mexico City, Hong Kong, Sydney and Johannesburg.

For more information, see nortonrosefulbright.com/legal-notices.

Offices:  We have offices in the world’s most important business, financial and regulatory centres and are active in strategically important growth markets. Our offices are located in: Amsterdam ● Athens ● Austin ● Bangkok ● Beijing ● Brisbane ● Brussels ● Bujumbura** ● Calgary ● Canberra ● Cape Town ● Casablanca ● Dallas ● Denver ● Dubai ● Durban ● Frankfurt ● Hamburg ● Harare** ● Hong Kong ● Houston ● Istanbul ● Jakarta* ● Johannesburg ● Kampala** ● London ● Los Angeles ● Luxembourg ● Melbourne ● Mexico City ● Milan ● Minneapolis ● Monaco ● Montréal ● Moscow ● Munich ● New York ● Nairobi** ● Ottawa ● Paris ● Perth ● Piraeus ● Québec ● Riyadh* ● San Antonio ● San Francisco ● São Paulo ● Shanghai ● Singapore ● St. Louis ● Sydney ● Tokyo ● Toronto ● Vancouver ● Warsaw ● Washington DC *associate office

**alliance

Global Key Contacts
Financial institutions:
James Bateson
Energy: Anne Lapierre and John Mauel
Infrastructure, mining and commodities: Nick Merritt
Transport: Harry Theochari
Technology and innovation: Nick Abrahams
Life sciences and healthcare: Jonathan Skidmore and Randy Sutton

Number of partners (worldwide):  1,000+
Number of other fee-earners (worldwide):  2,000+
Total staff: 7,000+

Department Name Email Telephone
Managing Partner, United States Jeff Cody
Vice Chair, United States Andrew Giaccia
US head of intellectual property Jim Repass
US head of dispute resolution and litigation Richard Krumholz
US head of business practice Gene Lewis
Chief Operations Partner, United States Gina Shishima
Chief Operating Officer, United States Stacey Martinez
Financial institutions Michael Steindorf
Energy Eddie Lewis
Energy John Mauel
Infrastructure, mining and commodities Douglas Fried
Life sciences and healthcare Debbi Johnstone
Infrastructure, mining and commodities Douglas Buchanan
Technology and innovation Richard Zembek
Transport Brian Devine
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We are committed to the goal of strengthening our diversity through recruiting, retaining and advancing lawyers and staff, regardless of race, color, religion, gender, national origin, ethnicity, sexual orientation, gender identity, disability or age.

Our commitment is consistent with our recognition that it is the outstanding people within our business who are the source of our strength. Our colleagues—lawyers and staff—are our greatest assets.

We have long embraced the principles of equal employment opportunity. We further recognize that promoting diversity is an integral component of our continuing quest for excellence as individual lawyers and as a legal practice.