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

Choate, Hall & Stewart
BOSTON, MA 02110
United States

Industry focus > Education Tier 2

The ‘extraordinarily skilled’ team at Choate, Hall & Stewart, lauded by one client as providing ‘service of the highest level’, specializes in advising research universities and medical institutions on the compliance risks associated with international research collaborations, economic and academic espionage, and undue foreign influence. The Boston-based practice is also equipped to handle whistleblower allegations and investigations by federal agencies, as well as investigations relating to sexual misconduct, Title IX, and fraud. Four partners share leadership: Christine Savage regularly assists academic and clinical research institutions with internal reviews and foreign influence mandates, while Alison Reif‘s expertise covers advisory and contentious labor and employment matters. Michael Gass is well-versed in admissions, financial aid matters, and antitrust issues; Cameron Casey completes the leadership group and majors on providing estate planning advice to high-net-worth individuals and families. Lyndsey Kruzer is noted for assisting education-sector employers with employment advice, while Mark McPherson has focused his practice on government and internal investigations involving healthcare fraud and securities fraud. Joan Lukey left the firm in April 2023.

Practice head(s):

Christine Savage; Alison Reif; Michael Gass; Cameron Casey

Other key lawyers:


‘Extraordinarily skilled – service of the highest level. Their level of mastery of this area of law is truly unmatched.’

‘Cameron Casey has long been our go-to partner and legal adviser. Her knowledge of charitable tax law and charitable instruments is encyclopedic. Her level of experience is very deep. She is an empathetic person as well, and she places great value on working for charities, maximizing the value to charity of each project.’

Key clients

Harvard University

Consortium on Financing Higher Education (COFHE)

Tufts University

Amherst College

President and Fellows of Harvard College

Insurance > Advice to insurers Tier 2

Choate, Hall & Stewart‘s insurance practice demonstrates skill in navigating intricate disputes for prominent reinsurers and insurers, spanning reinsurance arbitrations to coverage litigation and appeals. With a focus on high-profile issues such as COVID-19, sex abuse claims, environmental concerns, terrorism, and opioid challenges, the practice positions itself at the forefront of insurance coverage discourse. Operating globally from its base in Boston, the practice extends its influence across the UK, Western Europe, Australia, Bermuda, and offshore markets. Guided by three co-heads, the team includes seasoned expert David Attisani, leading significant industry claims for clients like Swiss Re, Munich Re, and Liberty Mutual; J.P. Jaillet, who routinely advocates for major insurers, reinsurers, private equity firms, and corporations in complex business and coverage disputes, including reinsurance arbitration; and Robert Kole, bringing a wealth of experience in insurance/reinsurance advice, coverage opinions, litigation representation, arbitration guidance, and appellate work. Simultaneously, Kevin Finnerty, with a proven track record in various state and federal courts and arbitration settings, enhances the practice, demonstrating notable expertise in the financial services and biotech sectors, while Caroline Trusty supports the litigation department, specializing in insurer clients.

Practice head(s):

David A. Attisani; Robert A. Kole; J.P. Jaillet

Other key lawyers:


‘David Attisani is an aggressive advocate with a good understanding of business considerations.’

‘Partner David Attisani provides unequalled legal work; superior argument and briefing styles; world-class expert in reinsurance and insurance matters, extremely prompt, reliable, superb work-product. Absolute top tier lawyer.’

Key clients

Liberty Mutual


Symetra Life Insurance Company



M&A/corporate and commercial > M&A: middle-market (sub-$500m) Tier 2

Choate, Hall & Stewart’s strong track record in public and private mergers and acquisitions makes the firm a key port of call for both strategic buyers and sellers as well as private equity investors. The Boston-based team has an international reach and is frequently active across cross-border transactional work, with a penchant for advising international companies on their entries into and expansions in the US market. John Pitfield co-chairs the practice and is well placed to assist clients in the health services, life sciences, and technology sectors on strategic transactional matters. Fellow co-chair Brian Goldstein is also well versed in matters involving clients from the health services and life sciences sectors and maintains close relationships with domestic clients as well as with middle-market and growth companies in the United Kingdom, Europe, and Israel. Tobin Sullivan further expands the team’s life sciences expertise and is a key contact for companies ranging from high-growth start-ups to multinationals.

Practice head(s):

John Pitfield; Brian Goldstein

Other key lawyers:


‘A law practice’s uniqueness often lies in its expertise, track record, and client-focused approach. Potential clients may want to know about the team’s legal specialties, experience in similar cases, success rates, and the ability to communicate effectively and empathetically.’

‘We work with Brian Goldstein. We rely on his legal expertise, analytical and communication skills, ability to problem-solve, and his ethical and client-focused conduct.’

Key clients

Auction Technology Group

Candescent Partners

Creation Technologies International Inc.

ENT Partners

Forrester Research, Inc.

Haemonetics Corporation

Kadant Inc.

LeMaitre Vascular

Pegasystems Inc.

Vera Whole Health

M&A/corporate and commercial > Private equity buyouts: middle-market (Up to $500m) Tier 3

Choate, Hall & Stewart‘s Boston-based practice counts middle-market private equity and venture capital funds as well as public and private target companies in its client roster and is noted for its ability to act on both sides of growth investment transactions. Integrated expertise in healthcare and tech allows the team to guide sector-focused sponsors through all stages of their investments, while the ability to draw on internal tax and employment capabilities enables it to also handle complex mergers and joint acquisitions. Growth equity investment and leveraged buyout expert T.J. Murphy co-heads the practice together with Lee Feldman and venture capital specialist Sarah Camougis. Brian Lenihan’s private equity expertise encompasses both M&A and financing transactions, while Daniel Riley’s workload spans buyouts, growth equity deals, and capital markets matters.

Practice head(s):

Sarah Camougis; T.J. Murphy; Lee Feldman

Other key lawyers:


‘The team is very detail-oriented and truly cares about its clients’ success.’

‘They are patient, thoughtful, hardworking, diligent and industrious.’

Key clients

BV Investment Partners

Century Equity Partners


Cove Hill Partners

Great Hill Partners

Long Ridge Equity Partners

Riverside Partners

Silversmith Capital Partners

Spectrum Equity

Summit Partners

Intellectual property > Patents: prosecution (including re-examination and post-grant proceedings) Tier 4

From the firm’s Boston base, pharma research specialist Kristen Buteau and Brian Reese co-lead Choate, Hall & Stewart‘s patent prosecution group which is noted as making ‘everything so easy for the client’. The team has a focus on life sciences-related work in particular; expert in the sector Brenda Herschbach Jarrell is a standout member of the cohort, who is highlighted as being ‘particularly creative with her IP solutions for many prosecution, diligence and other matters’. The ‘truly exceptional’ Charles Lyon is equipped to assist investors and life sciences companies in their IP matters, while Stephanie Schonewald has particular expertise handling potentially contentious cases for biotech and pharma companies. Attorney John Rearick departed to Dechert LLP in July 2023.

Practice head(s):

Kristen Buteau; Brian Reese


‘Brenda Herschbach Jarrell is particularly creative with her IP solutions for many prosecution, diligence and other matters.’

‘The stand-out partner is Brenda Herschbach Jarrell. She is extremely open, which we appreciate.’

‘The Choate team makes everything so easy for their clients. Work product is always timely, and I trust its accuracy. They are great at making the answer very clear in their work product, and I don’t have to spend hours poring over the work product in order to understand the key messages.’

‘Charles Lyon is truly exceptional and I trust him implicitly.’

Key clients


Carisma Therapeutics

Radius Health

Nextpoint Therapeutics

Intellectual property > Trade secrets (litigation and non-contentious matters) Tier 4

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

Choate, Hall & Stewart serves investors across the investment spectrum, from initial seed and Series A financings to advanced pre-IPO crossover rounds, with clients gaining from the firm’s notable intellectual property expertise. The firm’s investor-side representation includes its support of Bain Capital Life Sciences in the Series C financing of ADARx Pharmaceuticals. In the Boston-based business and technology group, co-chair Brian Goldstein focuses on supporting high-growth entities in the health IT, life sciences, and medical device sectors with financings, licensing agreements, and M&A activities. He shares leadership with John Pitfield, a private equity specialist. Meanwhile, Tobin Sullivan assists clients with venture capital and growth equity financings, corporate governance, and SEC compliance.

Practice head(s):

Brian Goldstein; John Pitfield

Other key lawyers:

Key clients

5AM Ventures

Andreessen Horowitz

Bain Capital Life Sciences

Broadview Ventures

Cultivate Next

Eventide Asset Management

Surveyor Capital (Citadel)

Transformation Capital Partners

Vertical Venture Partners


Finance > Restructuring (including bankruptcy): corporate Tier 5

Boston-based Choate, Hall & Stewart handles a range of restructuring services, providing a cradle-to-grave service including acting for companies, debtors and creditors in workouts, distressed asset and debt acquisitions as well as insolvency proceedings. Douglas Gooding co-chairs the practice with John Ventola, who is experienced in representing financial institutions in multi-tranche financial transactions. Kevin Simard has experience in advising national banks and private lenders, while Jonathan Marshall concentrates on corporate restructurings and loan workouts.

Practice head(s):

Jennifer Fenn; Sean Monahan; John Ventola

Other key lawyers:

Douglas Gooding; Kevin Simard; Jonathan Marshall; Seth Mennillo; Rick Thide


‘Excellent sense of what is important in any given transaction; great handle on the market on contested issues; above average speed of execution; excellent communication skills with the client and the other side; great people skills; top-notch drafting.’

‘Kevin Simard-lead engagement partner/exceptional knowledge and experience in the intersection of restructuring & secured lending/great team leader on each deal/significant gravitas in the industry. Jennifer Fenn Conway-excellent deal understanding and transaction management/tremendous communicator. Seth Mennillo-excellent sense of market on issues/great ability to explain complex issues. Rick Thide-excellent attention to detail.’

Key clients

Wells Fargo Bank, N.A.

Canadian Imperial Bank of Commerce

Liberty Mutual Insurance Company

Citizens Bank, N.A.

Bank of America, N.A.

JPMorgan Chase Bank, N.A.

Eclipse Business Capital, LLC

Second Avenue Capital Partners

Gordon Brothers Group

SLR Credit Solutions f/k/a Crystal Financial

Real estate Tier 5

‘Prompt, earnest, hardworking, available, and thorough’, Choate, Hall & Stewart‘s real estate practice is located in Boston and provides assistance on a broad range of acquisitions, financings, and developments in addition to restructurings and workouts, with experience spanning industrials to multifamily, retail to sports. Lease work is another core part of the practice, with mandates surrounding company HQs, life sciences, and biotech facilities. The department is also noted for its experience advising on construction and architect contracts, particularly on the owner side. Paul Laudano leads the team with experience assisting public and private real estate companies, investment banks, and private equity companies, together with other investors and operators. He is joined by Adam Zaiger who, along with his experience advising private and governmental groups, has experience covering distribution facilities and data centers, among other areas. Gregg Cosimimr, meanwhile, is highlighted for his experience on transactions and deal structuring.

Practice head(s):

Paul Laudano

Other key lawyers:

Adam Zaiger; Gregg Cosimi


‘Adam Zaiger gets things done with skill and expertise. When the going gets tough, you want him in your foxhole with you!!!!’

‘The benefit of the team’s experience on a wide range of transactions and structures allows us to efficiently negotiate our transactions with institutional quality.’

‘They are prompt, earnest, hardworking, available, and thorough.’

Key clients

Alexandria Real Estate

Bain Capital

Deerfield Management

Grander Capital Partners

JP Morgan Chase Bank, N.A.

McCord Development, Inc.

NorthBridge Partners

Simon Property Group

Suffolk Construction

Whole Foods Market

Tax > US taxes: non-contentious Tier 5

Choate, Hall & Stewart’s Boston-based non-contentious tax practice regularly handles middle-market transactions, primarily advising private equity and venture capital funds. Practice head Olivier Léger is well known for assisting private equity fund sponsors with a wide range of matters, focusing on fund formation and portfolio company acquisitions and divestitures. Senior counsel Louis Marett has considerable experience representing private equity funds and their portfolio companies in connection with M&A  and fund formations. John Chambers represents private equity funds, corporations, and tech companies in relation to domestic and cross-border M&A, financing transactions, and restructurings. Kevin Sarro plays a key role in the team, advising private equity funds, portfolio companies, and financial institutions on growth equity investments, debt restructurings, and reorganizations. Judith Fiorini departed the firm in November 2023.

Practice head(s):

Olivier Léger

Other key lawyers:

Key clients

Riverside Partners

Serent Capital

TrueBridge Capital Partners

Auvik Networks

Cove Hill Partners

Ecosystem Investment Partners

Creation Technologies International Inc.

Spectrum Equity

Great Hill Partners

Sverica Capital

Photo Name Position Profile
David Attisani  photo David Attisani David Attisani, a partner in Choate’s top-ranked Insurance & Reinsurance Group (#1…
Adam Bookbinder photo Adam Bookbinder Adam Bookbinder, co-chair of Choate’s Government Enforcement & Compliance Group, is an…
Kevin Finnerty photo Kevin Finnerty Kevin 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 Jarrell Dr. Brenda Herschbach Jarrell, chair of Choate’s Life Sciences Group, is described…
Robert Kole photo Robert Kole Rob Kole helps domestic and foreign insurers and reinsurers to achieve successful…
Olivier Léger photo Olivier Léger Olivier Léger advises PE fund sponsors on U.S. tax matters at all…
Joan Lukey photo Joan Lukey For more than thirty years, Joan Lukey has tried complex business litigation…
Charles Lyon photo Charles Lyon Dr. 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 Monahan Sean 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 Reif Alison Reif provides practical and efficient business-oriented counseling and advice on managing…
Christine Savage photo Christine Savage Christine 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 Sullivan Tobin Sullivan is a versatile corporate and securities attorney who counsels growth…
John Ventola photo John Ventola John Ventola, co-chair of Choate’s Finance and Restructuring Group, has more than…