Choate, Hall & Stewart > Boston, United States > Firm Profile

Choate, Hall & Stewart
TWO INTERNATIONAL PLACE
BOSTON, MA 02110
United States

Industry focus > Education Tier 1

Based out of Boston, the multidisciplinary education group at Choate, Hall & Stewart has demonstrable strength advising medical institutions and academic medical centers on sensitive investigations and internal reviews pertaining to alleged misconduct and federal grant misuse. Practice head Christine Savage remains a key name to note, having over two decades of experience advising healthcare related clients on reviews and compliance. Joan Lukey and Justin Wolosz bring high-stakes litigation expertise to the group and are the main points of contact for government investigations and litigation for higher education institutions on allegations of misconduct and sexual abuse by staff. Elsewhere, the group also has a foreign influence subgroup which deals with academic espionage and university ties to foreign governments. Alison Reif and Lyndsey Kruzer handle employment related issues, including terminations and disputes. Greg Keating has left the firm.

Practice head(s):

Christine Savage; Joan Lukey; Alison Reif

Other key lawyers:

Key clients

Dartmouth College/Amherst College

Harvard University

Consortium on Financing Higher Education (COFHE)

Tufts University

Work highlights

  • Representing Harvard in a lawsuit brought by Prof. Charles M. Lieber seeking advancement of legal fees and indemnification in connection with criminal charges.
  • Representing Tufts University School of Medicine in the United States District Court for the District of Massachusetts, Civil Action No. 21-cv-11373, against a for-profit education company called Evidence in Motion, LLC (“EIM”).
  • Representing the Committee on Financing Higher Education (COFHE), a nonprofit comprised of 31 elite colleges and universities as general outside counsel with a specific focus on antitrust compliance.

M&A/corporate and commercial > M&A: middle-market (sub-$500m) Tier 1

Home to over 70 attorneys, Choate, Hall & Stewart’s business department delivers representation to acquirers, investment bankers, financing sources and targets on an array of corporate transactions. In Boston, Brian Goldstein  co-chairs the practice alongside John Pitfield who, in addition to M&A, also supports companies on disclosure, governance and board level mandates, directing particular attention to the TMT, life sciences and health services industries. A key point of differentiation for the group is its proficiency in cross-border transactions, a forte which often sees it instructed as US counsel to Canadian, Israeli, British, Irish and European entities.

Practice head(s):

John Pitfield; Brian Goldstein

Key clients

Haemonetics Corporation

LeMaitre Vascular

US Dermatology Partners (Oliver Street Dermatology)

Candescent Partners

Creation Technologies International Inc.

Whil Concepts Inc.

ENT Partners

Vera Whole Health

Auction Technology Group

Kadant Inc.

Industry focus > Insurance: advice to insurers Tier 2

The ‘excellent team of professionals‘ at Boston-based Choate, Hall & Stewart has a strong reinsurance practice, while also regularly supporting clients on significant insurance issues, including opioid exposure, coverage for natural disasters, or mass shooting exposure. The practice is well equipped to handle arbitrations, coverage actions and appeals. In particular, its activity with respect to Covid-19 reinsurance and retrocessional matters are of note wherein the team has taken on global counsel roles for high-profile reinsurance clients. Leading the team are David Attisani , an ‘extraordinarily talented reinsurance lawyer‘, Robert Kole, who handles many of the biggest insurance coverage matters of the practice, and J.P. Jaillet , who supports Attisani in the reinsurance space. Principal Kevin Finnerty in Boston is involved in many key matters.

Other key lawyers:

Testimonials

‘David Attisani again deserves his reputation as a leader in managing complex (re)insurance disputes and litigation. Despite a busy schedule he was always available for calls on short notice and provide concrete and practical advice where requested.’

‘David Attisani is an extraordinarily talented reinsurance lawyer. I would trust ‘bet the company’ cases to him. He is exceptionally skilled, strategic, creative and reliable. I do not know another reinsurance lawyer that can so adeptly manage adversaries. If a case can be won, David Attisani, can win it.’

‘Strong reinsurance practice. Excellent team of professionals all very responsive. Well versed in electronic billing practices.’

‘Extensive experience in reinsurance contracts and principles. David Attisani is a top notch litigator.’

 

Key clients

Swiss Reinsurance America Corporation

Liberty Mutual Insurance Company

Sompo

Chubb

Work highlights

  • Representing Liberty Mutual in connection with all of their opioid exposures nationwide.
  • Advising an insurer on global COVID-19 reinsurance exposures.
  • Advising Sompo on COVID-19 reinsurance claims working with Sompo employees located in New York, London, and Bermuda.

Intellectual property > Trade secrets (litigation and non-contentious matters) Tier 3

M&A/corporate and commercial > Venture capital and emerging companies Tier 4

Choate, Hall & Stewart has an experienced investor-side practice that represents several highly active venture and private equity funds. The Boston-based firm has good credentials in a range of life sciences and technology-related sectors including big data and analytics, cloud computing, fintech, cybersecurity, health, robotics, and the internet of things. Fund clients, which include 5AM Ventures, Andreessen Horowitz and Vertical Venture Partners, also benefit from the firm’s transactional expertise, where ‘the team’s experience, responsiveness, flexibility, practical advice and collaborative nature are beyond compare‘. The ‘terrific‘ practice head Brian Goldsteinmakes the cross department interactions fairly seamless‘, particularly with key areas such as IP, where partner Charles Lyon is valued for his ‘ability to take complex science and distill it to allow us to make important business and IP decisions‘. Corporate partner Tobin Sullivan is also highly active in this space.

Practice head(s):

Brian Goldstein

Other key lawyers:

Testimonials

‘I have been working with the Choate team led by Brian Goldstein for over ten years. They are our top choice for transactional and IP services for our private equity practice. The team’s experience, responsiveness, flexibility, practical advice and collaborative nature are beyond compare – and we have worked with all the top firms. Brian’s accessibility, style and knowledge set him apart from other partners. The firm offers comprehensive legal service, and Brian makes the cross department interactions fairly seamless. Communication is always excellent across partners and associates.’

‘As above Brian Goldstein is terrific. In addition partner Charles Lyons is equally talented and responsive. I have worked with him over the last ten years also. His ability to take complex science and distil it to allow us to make important business and IP decisions is what we most value in Charles.’

 

Key clients

5AM Ventures

Andreessen Horowitz

Bain Capital Life Sciences

Broadview Ventures

Cobro Ventures Opportunity Fund

Eventide Asset Management

Surveyor Capital (Citadel)

Transformation Capital Partners

Vertical Venture Partners

Xontogeny, LLC

Dispute resolution > Leading trial lawyers Tier 5

Joan Lukey - Choate, Hall & Stewart

Work highlights

    Intellectual property > Patents: prosecution (including re-examination and post-grant proceedings) Tier 5

    Praised for being ‘very responsive, collaborative, and pleasant to work with’, Boston-based firm Choate, Hall & Stewart offers a solid patent prosecution practice, which is particularly well known for providing strategic patent counseling to life sciences clients, be it start-ups, venture-backed mid-size companies or large biopharma companies. Brenda Herschbach Jarrell and Charles Lyon share the lead of the team, which has a particular experience in matters related to financings, IPOs, product launches, or acquisitions, and also shows good capabilities when handling reexaminations and post-grant proceedings. Partners Kristen Buteau and Stephanie Schonewald are other names to note.

    Testimonials

    This team is very responsive, collaborative, and pleasant to work with. They have a very high level of professionalism.’

    Key clients

    LogicBio

    Immuneering Corporation

    WAVE Life Sciences

    Takeda

    Labor and employment > Employee benefits, executive compensation and retirement plans: transactional Tier 5

    M&A/corporate and commercial > Private equity buyouts Tier 5

    Boston-based Choate, Hall & Stewart is an active player in the middle-market, advising funds, target companies, venture capital, and financial institutions on a wide range of transactions, with a strong record in targeted industry verticals in sectors including technology, media and telecoms, healthcare, and fintech. T.J. Murphy leads the team alongside Lee Feldman, representing a wide range of private equity clients and portfolio in growth equity investments, recapitalizations, and buyouts. Brian Lenihan takes the lead on financing transactions, and also regularly acts as special counsel to Canadian investors on cross-border deals. The practice was bolstered by the arrival of Michael Stick from an in-house position in June 2021.

    Practice head(s):

    T.J. Murphy; Lee Feldman

    Other key lawyers:

    Key clients

    BV Investment Partners

    Century Equity Partners

    Great Hill Partners

    Cove Hill Partners

    Mainsail Partners

    Riverside Partners

    Silversmith Capital Partners

    Spectrum Equity

    Summit Partners

    Cobepa

    Work highlights

      Tax > US taxes: non-contentious Tier 5

      Helmed by the seasoned private equity fund advisor Louis Marett , Choate, Hall & Stewart‘s boutique tax practice is regularly engaged on all manner of middle-market deals, ranging from M&A and fund formations to convertible notes issuances. Olivier Léger‘s recent highlights include high-value fund closures and private equity-backed portfolio acquisitions. Financial taxation expert Judith Fiorini and the fund sponsor focused Ed Saad have recently joined the practice, arriving in September 2021 from Sheppard, Mullin, Richter & Hampton LLP and PwC LLP, respectively. All named lawyers are based in Boston unless noted otherwise.

      Practice head(s):

      Louis Marett

      Other key lawyers:

      Testimonials

      ‘Great team that integrates legal and tax work in relation to investment funds, tech companies and cross-border work, along with responsiveness and practical advice.’

      ‘Tim Becker does a great job with pragmatic, swift and thorough tax advice. He is also active on international tax aspects.’

      ‘Also special mention must go to Olivier Léger, who is great with clients.’

       

      Key clients

      Mainsail Partners

      Spectrum Equity

      Sverica Capital

      Riverside Partners

      Long Ridge Equity Partners

      ENT Partners

      New Heritage Capital

      BV Investment Partners

      Sunstone Partners

      Serent Capital

      Finance > Restructuring (including bankruptcy): corporate Tier 6

      Choate, Hall & Stewart has a strong reputation for its company and creditor expertise, utilizing its skills to oversee restructurings, workouts, distressed asset and debt acquisitions as well as insolvency proceedings. It represented Liberty Mutual Insurance Company as lead bankruptcy counsel in relation to its $1.4bn claim in the pending bankruptcy of Pacific Gas and Electric Company. John Ventola and Sean Monahan lead the Boston-based practice.

      Practice head(s):

      John Ventola; Sean Monahan

      Other key lawyers:

      Douglas Gooding; Jonathan Marshall

      Key clients

      Wells Fargo Bank, N.A.

      General Electric

      Liberty Mutual Insurance Company

      Citizens Bank, N.A.

      Bank of America, N.A.

      JPMorgan Chase Bank, N.A.

      Encina Business Credit

      Second Avenue Capital Partners

      Gordon Brothers Group

      SLR Credit Solutions f/k/a Crystal Financial

      Work highlights

      • Represented Liberty Mutual Insurance Company as lead bankruptcy counsel in relation to its $1.4bn claim in the pending bankruptcy of Pacific Gas and Electric Company.

      Dispute resolution > Corporate investigations and white-collar criminal defense

      The Boston-based Choate, Hall & Stewart acts for companies in government investigations and prosecutions, and also handles securities, financial and corporate governance litigation. It has particular experience in the life sciences sector.

      Finance > Commercial lending

      Best known for its work in sports lending, Choate, Hall & Stewart has a strong record in assisting financial institutions with franchise loans to major sports teams.

      Real estate

      Boston based Choate, Hall & Stewart is recommended for leasing transactions, particularly in the life sciences/biotech, build-to-suit and headquarters leasing. Its team, led by Paul Laudano, advises on urban development, joint ventures, permitting and zoning.  
      PhotoNamePositionProfile
      David Attisani  photo David Attisani David Attisani, a partner in Choate’s top-ranked Insurance & Reinsurance Group (#1…
      Adam Bookbinder photo Adam BookbinderAdam Bookbinder, co-chair of Choate’s Government Enforcement & Compliance Group, is an…
      Kevin Finnerty photo Kevin FinnertyKevin Finnerty represents global insurers and reinsurers in significant coverage disputes, and…
      Brian Goldstein  photo Brian Goldstein Brian Goldstein, co-chair of Choate’s Business & Technology Practice Group, has more…
      J.P. Jaillet  photo J.P. Jaillet J.P. Jaillet, chair of Choate’s Insurance & Reinsurance Group, provides clients with…
      Brenda Herschbach Jarrell photo Brenda Herschbach JarrellDr. Brenda Herschbach Jarrell, chair of Choate’s Life Sciences Group, is described…
      Robert Kole photo Robert KoleRob Kole helps domestic and foreign insurers and reinsurers to achieve successful…
      Olivier Léger photo Olivier LégerOlivier Léger advises PE fund sponsors on U.S. tax matters at all…
      Joan Lukey photo Joan LukeyFor more than thirty years, Joan Lukey has tried complex business litigation…
      Charles Lyon photo Charles LyonDr. Charles Lyon, co-chair of Choate’s Intellectual Property Practice Group, provides strategic…
      Louis Marett  photo Louis Marett Louis Marett, chair of Choate’s Tax Practice Group, helps private equity funds…
      Sean Monahan photo Sean MonahanSean Monahan, co-chair of Choate’s Finance & Restructuring Group, brings depth of…
      John Pitfield  photo John Pitfield John Pitfield, co-chair of Choate’s Business & Technology Group, helps private equity…
      Alison Reif photo Alison ReifAlison Reif provides practical and efficient business-oriented counseling and advice on managing…
      Christine Savage photo Christine SavageChristine Savage, co-chair of Choate’s Healthcare Group and a member of the…
      Anita Spieth  photo Anita Spieth Anita Spieth, co-chair of Choate’s IP Litigation Group, has more than 10…
      Tobin Sullivan photo Tobin SullivanTobin Sullivan is a versatile corporate and securities attorney who counsels growth…
      John Ventola photo John VentolaJohn Ventola, co-chair of Choate’s Finance and Restructuring Group, has more than…