Firm Profile > Cadwalader, Wickersham & Taft LLP > Washington DC, United States

Cadwalader, Wickersham & Taft LLP
700 SIXTH STREET, N.W.
WASHINGTON DC 20001
United States

Financial products Tier 1

Cadwalader, Wickersham & Taft LLP's tax practice is geared towards supporting the firm's financial services clients, which include high-profile commercial investment banks, funds and insurance companies. By some clients' reckoning, the firm has an 'unequalled practice in the area of structured transactions', a reputation it has built thanks to its  market-leading advice on CLO and CMBS deals. The team also often works closely with the firm's transactional lawyers to handle structured note transactions and equity-linked products. The tax department is chaired from New York by 'trusted tax adviserLinda Swartz, who works alongside Gary Silverstein, one of the firm's key contacts for CMBS and CLO issues. In Washington DC, Mark Howe has a broad tax practice covering securitizations and capital markets taxation, and Jason Schwartz has an increasingly strong reputation for advising banks, funds, investment managers and insurers on their structured products.

Practice head(s):

Linda Swartz

Other key lawyers:

Mark Howe; Gary Silverstein; Jason Schwartz

Testimonials

‘The firm has unique strengths in the structured products, securitization and credit fund space. They are both knowledgeable and thoughtful in these areas.’

‘Jason Schwartz is the tax market leader other than for corporate matters. Jason is extremely responsive, smart, knowledgeable and creative.’

‘Cadwalader has an unequalled practice in the area of structured transactions (spin-offs, split-offs). From a deep understanding of the tax law surrounding these transaction to the practical application of the law to a specific business, Cadwalader is more of a partner with my company vs a external adviser.’

‘Linda Swartz is the most trusted tax adviser that we have. Again, it is not only her deep understanding of the tax law, rather it is also her deep understanding of our business model and the systems support needed from the development, to manufacturing, to marketing and ultimately the sale of consumer products around the world.’

Key clients

Cantor Commercial Real Estate

Federal Reserve Alternative Reference Rates Committee (ARRC)

Freddie Mac

GoodFinch Fund I, LP

International Swaps and Derivatives Association, Inc.

Morgan Stanley

MUFG

PennyMac

Pershing Square Tontine Holdings

UBS AG

Restructuring (including bankruptcy): municipal Tier 1

For over two decades, the distressed municipal finance team at Cadwalader, Wickersham & Taft LLP has been involved in countless complex and challenging situations involving state and local governments. New York is the base for a number of key practitioners, including Lary Stromfeld, who handles transactions, disputes and advisory matters involving a wide variety of financial products and complex financings; Ivan Loncar, who focuses on the representation of creditors in connection with tax-exempt and taxable financings; Ingrid Bagby, who handles Chapter 9 work on behalf of both creditors and debtors; and special counsel Casey Servais, who has recently represented the single-largest creditor of the Commonwealth of Puerto Rico.

Practice head(s):

Ivan Loncar; Ingrid Bagby

Other key lawyers:

Lary Stromfeld; Casey Servais

Key clients

Assured Guaranty Corp. and Assured Guaranty Municipal Corp.

Bank of America Merrill Lynch

Fundamental Advisors

Morgan Stanley

Goldman Sachs

Structured finance: derivatives and structured products Tier 1

Cadwalader, Wickersham & Taft LLP showcases a level of expertise that is 'informed by market practices and a thorough understanding of regulatory priorities'. As such, the financial services department, jointly led by Charlotte's Scott Cammarn and Richard Schetman in New York, provides full support on capital markets and derivatives and structured products work, as well as regulatory advice, with a particularly strong offering in the broker-dealer space. Also in the New York office Ray Shirazi has an outstanding equity-linked derivatives practice and also advises on currency and commodities issues; Brian Foster is an expert in financing structures, again, with equal strengths in regulatory and transactional matters; Ivan Loncar focuses on financial products linked to interest rates, currency, debt credit and commodities; and Lary Stromfeld is a veteran of the derivatives space, with significant experience in transactions and disputes.

Practice head(s):

Scott Cammarn; Richard Schetman

Other key lawyers:

Brian Foster; Steven Lofchie; Ivan Loncar; Ray Shirazi; Lary Stromfeld; Jed Miller; Nihal Patel

Testimonials

‘A great combination of very talented lawyers with a very strong and wide-ranging practice that enables them to give commercially focused advice, informed by market practices and a thorough understanding of regulatory priorities.’

‘Ivan Loncar really stands out as someone with such extensive knowledge that he is able to advise efficiently on a very wide range of derivatives and structured transactions, even when the structure is new or at the early stages.’

‘Cadwalader has a quality and experienced team covering structured products and derivatives with a broad view of the market across multiple significant clients.’

‘Ray Shirazi is a valued and trusted advisor in the structured products and derivatives space. Ray has significant experience across the practice and is an expert in the various matters of securities law, cross-border issues, regulatory issues and contractual matters presented by structured products and derivatives transactions. Ray has a unique ability to analyze and break down a complex issue into its component parts to provide valuable advice and reach logical conclusions.’

Structured finance: securitization Tier 1

Cadwalader, Wickersham & Taft LLP's team, which is spread across the firm's New York, Washington DC and Charlotte offices, is known for bespoke and novel securitization transactions. For commercial mortgage-backed securities (CMBS), the group advises a wide variety of market participants, including issuers, underwriters and investors. IT also stands out in the collateralized loan obligations (CLO) space. In 2020, during the pandemic, the group was highly involved in advising clients on the Federal Reserve's term asset-backed securities loan facility (TALF) intended to boost consumer credit lending; as well as assisting clients with securitization issues arising from the coronavirus aid relief and economic security act. Jointly leading the team are Mike Gambro in New York, who specializes in mortgage-backed securities; and Charlotte's Stuart Goldstein, who has deep experience of CMBS transactions. Washington DC's Gregg Jubin is a seasoned asset-backed finance lawyer, particularly noted for CLO issuances. New York's Neil Weidner is a key structured finance specialist with regulatory expertise. Associate Michelle Abad is building a reputation for CMBS work.

Practice head(s):

Mike Gambro; Stuart Goldstein

Other key lawyers:

Gregg Jubin; Neil Weidner; Joseph Beach; Chris Gavin; Sophie Cuthbertson

Key clients

American International Group (AIG)

JP Morgan

Freddie Mac

Goldman Sachs

Morgan Stanley

MUFG Securities

Bank of America

PennyMac

Credit Suisse

Värde Partners

Barclays

Wells Fargo

UBS

Deutsche Bank

Citibank

Natixis

M&A: middle-market ($500m-999m) Tier 2

Cadwalader, Wickersham & Taft LLP's M&A team is distinguished by its public and private company M&A and shareholder activism activity. Working together with the wider firm's antitrust, employee benefits, insolvency, tax and securitization teams, the practice is able to provide full support to clients including Hudson Executive Capital, Senator Investment Group and Elliott Management Corporation as well as both activist shareholders and companies responding to shareholder activism. The group also has strengths in board advisory matters, corporate governance, sell-side buyouts matters and hostile transactions. William Mills and Richard Brand head the practice group in New York.

Practice head(s):

William Mills; Richard Brand

Key clients

ACRES Capital Corp.

Ashford Inc.

Bow Street LLC

Community Bank System, Inc.

CVC Capital Partners

Dealer Car Search

Hudson Executive Capital LP

Hyland Software, Inc.

Monocle Acquisition Corporation

Sachem Head Capital Management

Senator Investment Group

Shanda Asset Management

SRS Investment Management

Vann A. Avedisian Trust and a group of investors

Real estate finance Tier 2

Cadwalader, Wickersham & Taft LLP is primarily geared toward lender-side representation, supporting clients in myriad lending transactions, including syndicated, construction, mortgage, mezzanine, participating, and convertible. The team is also well versed in balance sheet loans, as well as those purposed for securitization. Moreover, the team is knowledgeable of all forms of collateral including healthcare, multi-family, hotel, shopping centers and regional malls. Of recent note, Bonnie Neuman took leadership of the practice group following the retirement of William McInerney. Neuman's key strengths include loan restructuring, loan servicing and non-performing loan securitizations, in addition to secondary market dispositions of mezzanine and mortgage loans. Neuman heads the practice from the New York office, which also includes special counsel Nicholas Brandfon, a name to note for the financing of office and condominium assets. Holly Chamberlain in Charlotte has experience in preferred equity investments, unsecured loans, workouts and single-family rental bridge facilities.

Practice head(s):

Bonnie Neuman

Other key lawyers:

Holly Chamberlain; Nicholas Brandfon; Christopher Dickson

Key clients

Arbor Commercial Mortgage LLC

Bank of America, N.A.

Citigroup Global Markets Inc.

Credit Suisse AG

Deutsche Bank Securities Inc.

HSBC Bank USA, N.A.

JPMorgan Chase Bank, N.A.

Morgan Stanley Bank, N.A.

Regions Financial Corporation

U.S. Bank, N.A.

Wells Fargo Bank, N.A.

Securities litigation: defense Tier 3

The litigation group at Cadwalader, Wickersham & Taft LLP in New York is 'technically sound and knowledgable, but also has keen commercial savvy and insights, resulting in useful, actionable advice and guidance'. The firm has in-depth knowledge of the financial services sector, from which most of its securities litigation work arises. It advises commercial and investment banks, private equity firms, hedge funds, and many other market participants, working with its London office to handle transatlantic cases. Global litigation head Jason Halper is 'a statesman who leads with effective advocacy and carries the big stick of the trial practice that his team brings to bear'. With Washington DC-based Rachel Rodman (formerly of Williams & Connolly LLP), partner Nathan Bull and an experienced team of associates, Halper is handling complex litigation arising from the cessation of LIBOR. He is also involved in cases concerning exchange-traded notes, including the defense of Janus Henderson Group.

Practice head(s):

Jason Halper

Other key lawyers:

Nathan Bull; Jared Stanisci; Gillian Burns; Rachel Rodman

Testimonials

‘Cadwalader is experienced in securities litigation and takes that expertise to provide quality service by being able to think practically about business implications with every decision.’

‘The individuals are practical thinking and understand their business. Able to think commercially. Jason Halper is fantastic.’

‘The team is incredibly close-knit. They are very responsive, very professional and incredibly knowledgeable. They are an absolute pleasure to work with!’

‘Jason Halper and associate Gillian Burns, in particular, are worth pointing out. They are incredible attorneys and equally as wonderful people. Their knowledge is unparalleled and their dedication to helping others is amazing.’

‘Jason Halper is excellent.’

‘Jason Halper is a statesman who leads with his effective advocacy and carries the big stick of the trial practice that his team brings to bear. Jason knows how to navigate the waters of dispute resolution with fear or hesitancy but certainly with the knowledge that his word is gold and his credibility unquestioned.’

‘The fact that they actually try cases is innovative in this day and age when a actual trial intimidates many and is not affordable for most. Jason Halper in particular stands out.’

‘CWT’s litigation team is very experienced, well staffed and delegates work internally well. The team communicates well internally, as well as providing we as client with timely, succinct updates. The CWT team is technically sound and knowledgable, but also has keen commercial savvy and insights, resulting in useful, actionable advice and guidance.’

‘Jason Halper as lead, and associates Jared Stanisci and Gillian Burns as experienced senior counsel have provided seamless, aligned service and excellent legal work product. Jason Halper’s representation of our firm before the 2nd Circuit Court of Appeals was excellent.’

Key clients

Medley Management Inc. (“MMI”), and its senior executives and directors, Brook Taube, Seth Taube and Jeffrey Tonkel

Janus Henderson Group plc, Janus Index & Calculation Services LLC, and Janus Distributors LLC

MBIA, Inc. (MBIA)

Kevin Marsh, former CEO of SCANA Corporation

Corindus Vascular Robotics, Inc.

Hudson Executive Capital

Assured Guaranty Corp.

Transport: shipping - finance Tier 3

Leveraging deep roots in maritime law and the shipping industry, Cadwalader, Wickersham & Taft LLP has established niche expertise in distressed shipping restructurings, and also has substantial experience in securities offerings. In New York, co-chair of the firm's corporate practice Richard Brand has an active shipping industry-related practice; and Joshua Apfelroth regularly advises leading shipping companies on acquisitions, public offerings and restructurings. Also recommended is financial restructuring group  chair Gregory Petrick, who works across the firm's London and New York offices.

Practice head(s):

Richard Brand; Gregory Petrick

Other key lawyers:

Joshua Apfelroth

Key clients

Safe Bulkers

US taxes: non-contentious Tier 3

Chaired by the eminent Linda Swartz, the tax team at Cadwalader, Wickersham & Taft LLP provides comprehensive tax advice on corporate transactions including M&A and spin-offs, Reverse Morris Trust deals, restructurings and joint ventures, acting for financial institutions and asset management firms alike. The department is especially renowned for its securitization structuring capabilities, and works closely with major regulators and federal agencies to develop new programs for ABS taxation. Another key figure in the New York office is Gary Silverstein, who specializes in securities and financial product taxation. In the Washington DC office, Mark Howe is noted for his broad experience of partnerships, financial products, capital markets, and commodities taxation. Jason Schwartz is another name to note for securities work.

Practice head(s):

Linda Swartz

Other key lawyers:

Gary Silverstein; Mark Howe; Jason Schwartz

Key clients

Assured Guaranty Corp. and Assured Guaranty Municipal Corp.

MBIA, Inc.

Kingsland Holdings Limited

Alternative Reference Rates Committee (ARRC) and Numerous Global Banks

Pershing Square Tontine Holdings, Ltd.

Sachem Head Capital Management

J. Aron & Company LLC (Goldman Sachs)

The Howard Hughes Corporation

National Founders LP, a subsidiary of Credigy

Monocle Acquisition Corporation

ACRES Capital Corp.

Population Health Investment Co.

Community Bank System, Inc.

Dealer Car Search

Alternative/hedge funds Tier 4

Dorothy Mehta heads up the funds practice at Cadwalader, Wickersham & Taft LLP, which acts for a client base that includes investment advisers, commodity pool operators, and family offices. The group advises on a wide range of fund formation and operational matters, including helping family offices transition into global asset management firms and taking in third-party capital. The firm is also highly experienced in the transfer of management agreements, having recently advised ACRES Capital on its acquisition of Exantas Capital Corp. The firm has seen some personnel changes in the last year, with the arrival of Michael Newell and special counsel Michael Gwydir  from Norton Rose Fulbright in early 2020, though June 2020 saw the departure of Mark Chorazak for Simpson Thacher & Bartlett LLP.

Practice head(s):

Dorothy Mehta

Other key lawyers:

Matthew Lefkowitz; Michael Newell; Michael Gwydir

Testimonials

‘The CWT team is very responsive and is able to take on both full deals when needed and also discrete parts of deals or ongoing projects when that is our more limited ask. This flexibility and the familiarity with our business that it requires makes CWT a very valuable and critical partner for us. We also tend to work with a very small CWT team, which only further increases the members’ familiarity with our business and needs, and makes the working relationship very tight and seamless.’

‘The team has helped us with a variety of alternative investments products, and they’ve shown an increasing range in the space, such that we can rely on them with confidence on more and more types of matters. They are also adept at looping in their own firm specialists when needed – but, importantly, only when needed – and they’ve recently flagged extremely critical issues for us as part of this process in instances where their expertise was necessary in order to flag certain items.’

‘Matthew Lefkowitz is the associate we regularly work with. He is extremely responsive, adept at working with our documents and business needs, and is also simply a friendly person to work with, which makes him someone I look forward to working with on deals, and I have the impression that my business colleagues feel the same. Matt also performs strongly not only when drafting documents, but when handling live negotiations against counterparties on our behalf.’

‘Exceptional cross-collaboration across well-resourced support departments such as tax and regulatory advice. I have not experienced this strong of across the board support for a matter at any other firm.’

‘Dorothy Mehta has excellent experience, and is wonderful with client/relationship management and communication. An extremely reliable adviser for our company. Her associate Matthew Lefkowitz is also excellent.’

Employee benefits, executive compensation and retirement plans: transactional Tier 4

Jointly heading Cadwalader, Wickersham & Taft LLP’s employee benefits and executive compensation practice from New York are James Frazier and David Teigman, who 'understand the entire range of compensation options and practices' and are 'effective communicators, always available and very responsive'. The pair provide 'practical advice' to a client roster of investment managers and financial services entities on multimillion-dollar transactions and ERISA fiduciary compliance. Counsel Nicholas LaSpina is recommended for prohibited transaction issues.

Practice head(s):

James Frazier; David Teigman

Other key lawyers:

Nicholas LaSpina

Testimonials

Excellent advisers on high-stakes ERISA matters‘.

James Frazier is a trusted, valued adviser on high-risk ERISA matters‘.

David Teigman is a strong partner and is a pleasure to work with‘.

Key clients

Bow Street

Hudson Executive Capital

Monocle Acquisition Corp.

Ashford

Community Bank System, Inc.

Dealer Car Search

AngioDynamics

BlackRock

UBS

Bank of America

Financial services regulation Tier 4

Cadwalader, Wickersham & Taft LLP has core strength in advising broker-dealers, advising the Securities Industry and Financial Markets Association (SIFMA) and its member firms on regulatory changes made by the SEC, FINRA and the CFTC. In addition, the team has deep experience of Dodd-Frank compliance, advising both domestic and foreign banks. Charlotte-based Scott Cammarn takes the lead on much of the team's broker-dealer regulatory work alongside Steven Lofchie in New York. Cammarn also handles the regulatory aspects of bank M&A transactions, advising Community Bank Systems on antitrust concerns raised by its acquisition of Steuben Trust Corporation. The team has also advised a number of clients on issues relating to the transition away from LIBOR. Mark Chorazak left the team in May 2020, but Nihal Patel, who focuses on broker-dealer and swap regulations, was promoted to partner in January 2021.

Practice head(s):

Scott Cammarn; Richard Schetman

Other key lawyers:

Nihal Patel; Steven Lofchie

Testimonials

‘Cadwalader is one of the few firms that is able to provide one-stop for M&A advice in the financial services industry.’

‘Scott Cammarn was the primary partner we worked with on the Financial Services regulatory aspect of the deal. We valued his depth of knowledge and willingness to explore the boundaries of what would be considered a “market” deal in this area. Cadwalader’s M&A team was also with us from start to finish to help close the deal.’

International tax Tier 4

Cadwalader, Wickersham & Taft LLP’s New York-based international tax practice represents multinational companies and US-based private equity funds in cross-border M&A transactions, typically acting on the buyer side. Practice head Linda Swartz has particular expertise in bankruptcy matters, where she is engaged by creditors—including investment banks, insurance companies and intermediaries—to achieve tax-optimal corporate restructurings. The team handles IPOs and recapitalizations involving offshore-held IP, often for technology companies. Jason Schwartz advises on tax matters relating to securitizations and CLOs.

Practice head(s):

Linda Swartz

Other key lawyers:

Jason Schwartz

Key clients

Alternative Reference Rates Committee (ARRC)

Assured Guaranty Corp.

CVC Capital Partners

Kingsland Holdings Limited

MBIA, Inc.

Numerous Global Banks

Shanda Asset Management

Restructuring (including bankruptcy): corporate Tier 6

Focused on advising UK and European creditors and investors on all aspects of Chapter 11 and US bankruptcy law, Cadwalader, Wickersham & Taft LLP maintains tight transatlantic collaboration through group chair Gregory Petrick, who splits his time between the London and New York offices. Additionally, the restructuring team is noted for its expertise in issues relating to structured financial products, and its close work with the firm's real estate finance and securitization and asset-backed finance departments to provide comprehensive counsel on matters involving bankruptcy-remote mortgage and mezzanine loans. Ingrid Bagby and Michele Maman are also recommended in the New York office.

Practice head(s):

Gregory Petrick

Other key lawyers:

Ingrid Bagby; Michele Maman

Key clients

MBIA, Inc.

Assured Guaranty Corp.

Kingsland Holdings Limited

Structured Finance Association (SFA)

J. Aron & Company LLC (Goldman Sachs)

Argonaut Insurance Company

National Founders LP (Credigy)

Voya Investment Management Co. LLC

Corporate investigations and white-collar criminal defense

Working closely with its London-based investigations team, Cadwalader, Wickersham & Taft LLP provides a transatlantic service for large corporations and senior executives caught up in international government and regulatory investigations. The team has a focus on the healthcare and life sciences sectors, and is also experienced in the financial services industry, where it advises various financial institutions on criminal investigations, civil litigation and dispute resolution. In Washington DC, Jodi Avergun chairs the firm’s white-collar defense and investigations group, and specializes in FCPA matters, securities enforcement and investigations by the SEC and DEA, among others. Also in Washington DC, Rachel Rodman joined from Williams & Connolly LLP in June 2020.

Practice head(s):

Jodi Avergun

Other key lawyers:

Anne Tompkins; Todd Blanche; Douglas Gansler; Rachel Rodman

Testimonials

‘Good people with great communication skills’. 

‘The team has the depth to handle some of the most complex matters’. 

‘They successfully involve young lawyers and the firm has many experts to call upon’. 

‘The leadership has very good past experience working for federal law enforcement’. 

‘They are great communicators and are tenacious in fighting for their clients’. 

‘Jodi Avergun’s dedication to my case and perseverance was commendable’.

Key clients

Fresenius Medical Care North America

Purdue Pharmaceuticals

New Jersey Bankers Association

Blue Flame Medical

Padraig Naughton

Monocle Acquisition Corporation

Maria Christina Ullings

Paul Manafort

Igor Fruman

Shareholder activism

Cadwalader, Wickersham & Taft LLP’s corporate department handles a broad array of matters for activist shareholders as well as boards of directors and special committees. The team has a demonstrable strength in activist campaigns, with multiple recent successes in matters concerning appointments and replacements of directors to boards. Richard Brand and William Mills jointly lead the practice, which attracts praise by clients for its ‘practical strategic advice, tactical experience, and smooth execution’. The recent work of M&A specialist Stephen Fraidin also stands out, particularly in the automotive industry. Other notable sectors of focus for the team include financial services and industrials. All named practitioners are based in New York.

Practice head(s):

Richard Brand; William Mills

Other key lawyers:

Stephen Fraidin

Testimonials

‘CWT has a strong team with diverse skills – practical strategic advice, tactical experience, and smooth execution. Very responsive.’

‘They are good at what they do and they care about my firm as a client. They invest themselves personally in our transactions, which inspires my confidence that they will handle their part of the work responsibly and well.’

Key clients

Bow Street LLC

Hudson Executive Capital LP

M&G Investment Management

Sachem Head Capital Management

Senator Investment Group

SRS Investment Management

Vann A. Avedisian Trust

Firm Overview:
Established in New York in 1792, Cadwalader is a leading global advisor to corporations, financial institutions and investment funds, offering innovative solutions to complex legal issues.

Main Areas of Practice:

Capital Markets:
The team is widely recognized as a premier global legal advisor in securitization and structured finance. It represents investment banks, issuers, funds and private equity sponsors in structuring and executing transactions across a broad array of structured products and asset classes, including ABS, CLOs, CMBS, CRE CLOs, RMBS, structured workout financings and whole loan sales.

Corporate:
Cadwalader represents companies, financial institutions, private equity firms and other investors across the full spectrum of complex negotiated and hostile corporate transactions, including mergers, acquisitions, joint ventures, divestitures and spinoffs, as well as public and private debt and equity securities offerings, both shareholder activism and takeover preparedness, and related corporate governance and securities law matters.

Financial Restructuring:
Cadwalader regularly advises agents, noteholders, official creditor committees, ad hoc creditor committees and various other creditor constituencies, as well as debtors, in bankruptcy and insolvency proceedings in the U.S. and abroad. It also counsels strategic investors and market participants on bankruptcy issues related to financings and acquisitions involving distressed entities.

Financial Services:
The firm counsels clients on statutory and regulatory requirements, including those governing broker-dealers, securities and futures exchanges, banks, investment advisers and funds. It advises hedge funds and asset managers on structuring funds and raising capital. It also represents issuers, dealers and end-users on complex derivatives and structured products transactions.

Finance:
The firm’s market-leading team represents financial institutions as lenders and agents on the full range of fund finance products, including subscription credit facilities, hybrid facilities, leverage facilities, management fee and GP lines of credit, equity commitment facilities and credit-enhanced corporate loans, for private equity funds sponsored by many of the world’s preeminent fund sponsors. The team also advises lenders and borrowers in a wide variety of additional financing transactions, including acquisition, leveraged and other syndicated financings; senior secured, second lien and mezzanine loans; asset-based lending transactions; commodities financings; the financing of financial assets; and rescue financing, workouts, debtor-in-possession financings and exit financings.

Litigation:
Cadwalader’s full-service, transatlantic litigation team handles all aspects of dispute resolution, including negotiation, mediation and arbitration. Its trial practice helps clients successfully navigate enterprise-threatening litigation with confidence. It protects and defend our clients in a broad range of strategic areas, including antitrust, corporate and financial services litigation and regulation, and intellectual property.

Private Wealth:
Cadwalader is a leading authority on international and domestic private wealth matters, with a long history of advising US and multinational high net-worth individuals and families regarding taxefficient structures for their US and global holdings, with emphasis on governance, the minimization of taxation, the management of holdings, and their transfer to family members, entities, trusts and charities.

Real Estate:
The firm’s premier real estate finance team represents financial institutions and investors in the origination of securitized and balance sheet mortgage and mezzanine loans, syndicated loans and construction loans secured by virtually all property types, including hotel, office, retail, healthcare, multi-family and industrial properties, ranging from single, trophy assets to multi-asset, multi-state and whole-company transactions, as well as the sale of mortgage and mezzanine loans in the secondary market, co-lender and intercreditor agreements, servicing and loan workouts, and restructurings.

Tax:
Cadwalader’s tax practice is notable for its sophistication and expertise in complex, tax-advantaged transaction structures that have been employed in the most complex public and private mergers and acquisitions, spin-offs, Reverse Morris Trusts (RMTs), divestitures, joint ventures, restructurings and foreign tax planning strategies. It is a leader in structuring sophisticated securitization vehicles and have had a primary role in virtually every type of mortgage-backed and asset-backed securitization in the market.

White Collar Defense & Investigations:
The team has extensive experience in white collar defense and investigations, cybersecurity and data protection, FCPA enforcement, pharmaceutical regulation, securities enforcement, and the full spectrum of related compliance issues.

Department Name Email Telephone
Capital Markets Michael Gambro
Capital Markets Stuart Goldstein
Corporate William Mills
Corporate Richard Brand
Finance Michael Mascia
Financial Restructuring Gregory Petrick
Financial Services Scott Cammarn
Financial Services Richard Schetman
Litigation Jason Halper
Private Wealth Dean Berry
Real Estate Bonnie Neuman
Tax Linda Swartz
White Collar Defense and Investigations Jodi Avergun
Number of Partners : 106
Number of Other Lawyers : Approximately 310
Managing Partner : Patrick Quinn
Other Offices : Charlotte, Washington, D.C. and London