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

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

Education Tier 1

Choate, Hall & Stewart's the education practice has complementary strength in the healthcare segment and excels in matters relating to academic medical centers. In addition, the Boston-based group handles a steady stream of internal reviews and high-profile investigations for universities against all forms of alleged misconduct and foreign influence matters. Christine Savage, who leads the healthcare group, has two decades of experience handling sensitive internal investigations for academic and clinical research institutions. Elsewhere, employment experts Greg Keating, who leads the firms whistleblower defense practice, and Alison Reif handle employment-related matters for large corporations and schools. The firm has a large litigation offering with seasoned trial lawyer Joan Lukey handling high-stakes litigation regarding sexual harassment claims. The team has been strengthened by the arrival of government compliance lawyer Adam Bookbinder, who joined from Holland & Knight LLP, and advises education institutions on cyber security and data privacy issues.

Practice head(s):

Christine Savage; Greg Keating; Joan Lukey; Alison Reif

Other key lawyers:

Adam Bookbinder

Key clients

Buckingham Browne & Nichols School

Cushing Academy

Kingsley Montessori School

Dartmouth College

Harvard University/Harvard School of Public Health

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

Choate, Hall & Stewart is highly active in both public and private M&A, representing a broad roster of acquirers, targets and financers. Brian Goldstein, who co-chairs the business and technology practice group, bolsters the team's extensive experience in the life sciences and technology sectors in particular, representing a range of clients from start-ups to public companies. John Pitfield jointly leads the team and advises on public offerings, tender offers and debt and equity financings, assisting Canadian as well as US companies. The team is particularly well known for handling Canadian private equity transactions. Pitfield also regularly handles corporate governance matters, public company reporting and regulatory compliance, including SEC regulations. Counsel Daniel Riley is highly regarded for his securities expertise as well as his flexibility across a wide range of corporate law matters. All named lawyers are based in Boston.

Practice head(s):

John Pitfield; Brian Goldstein

Other key lawyers:

Daniel Riley; Sarah Camougis; Tobin Sullivan

Key clients

Haemonetics Corporation

Bain Capital Life Sciences

US Dermatology Partners (Oliver Street Dermatology)

Candescent Partners

Creation Technologies International Inc.

Pegasystems Inc.

M/C Partners

TA Associates

Spectrum Equity

IdeaPaint, Inc.

Insurance: advice to insurers Tier 2

Based in Boston, Choate, Hall & Stewart's insurance team represents insurers and reinsurers in complex disputes and high exposure matters, including those relating to Covid-19, financial reinsurance and long-tail claims, primarily in environmental and asbestos-related matters. Practice leadership is split between David Attisani, Robert Kole and J.P. Jaillet, all of whom have extensive litigation experience; Attisani advised CNA in connection to all of its clergy and molestation exposures; Kole represented Liberty Mutual in connection with opioid exposures, providing insurance coverage advice with respect to over 1000 lawsuits; and Jaillet, who assisted in both matters, has significant experience in complex coverage disputes, including reinsurance arbitration.

Practice head(s):

David Attisani; Robert Kole; J.P. Jaillet

Key clients

Swiss Reinsurance America Corporation

Liberty Mutual Insurance Company

CNA

Symetra Life Insurance Company

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

The Boston-based Choate, Hall & Stewart practice brings expertise in IP, government enforcement, corporate, labor and employment law to its trade secrets work. The group has particular strength in the biotech, pharmaceuticals and life sciences sectors, where it represents clients in IP litigation, non-compete work and patent cases. The firm is also experienced in risk assessments of corporate transactions, developing non-compete and employment policies to prevent trade secret theft, and establishing and structuring trade secret protection programs. Michael Bunis, Eric Marandett and Paul Popeo co-lead the team, which was bolstered in 2020 by the arrival of trial attorney Adam Bookbinder from Holland & Knight LLP. Anita Spieth is also active in the field and represents life sciences and technology companies in patent infringement, trade secrets and IP litigation.

Practice head(s):

Michael Bunis; Eric Marandett; Paul Popeo

Other key lawyers:

Anita Spieth; Adam Bookbinder; Mark Edgarton

Key clients

Adimab

ResMan

Alnylam Pharmaceuticals

Venture capital and emerging companies Tier 4

Choate, Hall & Stewart is a Boston-based firm with an extremely strong reputation for handling early and late stage venture capital work, mainly representing investors. The team's expertise straddles all areas of healthcare and emerging technology. Brian  Goldstein and John Pitfield co-chair the well regarded team, with strong support from up-and-coming partners such as Tobin Sullivan. Recently, the team assisted Transformation Capital Partners with a $70m Series C investment in Paulus Holdings, whose LetsGetChecked diagnostic home health kits included a new product for the Covid-19 market.

Practice head(s):

Brian Goldstein; John Pitfield

Other key lawyers:

Tobin Sullivan

Key clients

Surveyor Capital (Citadel)

Cobro Ventures

Bain Capital Life Sciences

Perceptive Xontogeny

Transformation Capital Partners

Cogito Corporation

Andreessen Horowitz

Broadview Ventures

JRNI

jSonar

Vertical Venture Partners

Nizhoni Health

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

Acting from its established base in Boston, Choate, Hall & Stewart's employee benefits and executive compensation practice is noted for leveraging the firm's tax expertise in order to assist with the tax-related aspects of severance and retention packages, as well as equity compensation arrangements. Wells Miller has notable expertise in advising private equity clients on the full range of executive compensation issues, including tax considerations under the 280G and 409A codes.

Practice head(s):

Louis Marett

Other key lawyers:

Wells Miller

Key clients

Long Ridge Equity Partners

Cobepa

Silversmith Capital Partners

Creation Technologies International Inc.

BV Investment Partners

New Heritage Capital

Sverica Capital

Serent Capital

Mainsail Partners

Summit Partners

Leading trial lawyers Tier 5

Joan Lukey - Choate, Hall & Stewart

Practice head(s):

Paul Popeo; Melissa Tearney

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

Boston-based Choate, Hall & Stewart offers an integrated patent prosecution and litigation practice; it specializes in strategic patent advice for life sciences companies. With a client list that ranges from start-ups to pharmaceutical giants, the group is experienced in assisting with the patent aspects of any milestones companies might reach in their life cycle, including financings, product launches, acquisitions, and repurposing of products. For patent office disputes, the team can draw on its litigators' experience. Thanks to a number of practitioners with in-house counsel experience, the firm is also a very good choice for clients in need of advice pertaining to tailor-made licensing agreements. Brenda Herschbach Jarrell and Charles Lyon are the heads of the practice.

Practice head(s):

Brenda Herschbach Jarrell; Charles Lyon

Other key lawyers:

Eric Marandett

Key clients

Saudi Arabian Oil Company

LogicBio

Disarm Therapeutics

Takeda

Private equity buyouts Tier 5

Boston-based Choate, Hall & Stewart has an extensive private equity practice, working with a wide range of buyout funds, primarily in the middle-market, on acquisitions, equity investments, and exits. The team has solid cross-border capabilities, and specializes in industry verticals, with sector expertise in areas including technology, telecoms, healthcare, and financial services. Contacts in the team include T.J. Murphy, an experienced mid-market counsel with experience in complex buyouts, equity investments, and recapitalizations; and Lee Feldman, who has a broad practice encompassing work for funds, portfolio companies, and target firms. Also recommended is Rees Hawkins, who represents technology-focused funds and their targets, with particular focus on clean tech and software deals.

Practice head(s):

T.J. Murphy; Lee Feldman

Other key lawyers:

Rees Hawkins

Key clients

Cobepa

BV Investment Partners

Century Equity Partners

Great Hill Partners

Cove Hill Partners

Mainsail Partners

Riverside Partners

Silversmith Capital Partners

Spectrum Equity

Summit Partners

US taxes: non-contentious Tier 5

Choate, Hall & Stewart concentrates on the tax aspects of middle-market transactions including M&A, private equity and venture capital fund formations, LBOs, recapitalizations, carve-outs and capital raising. The team is led by Boston-based Louis Marett, a seasoned advisor for PE and VC funds and their portfolio companies. Olivier Léger is a name to note in the funds space, as is Timothy Becker, who handles structuring matters for private equity and venture capital funds. John Chambers and Kevin Sarro are also recommended.

Practice head(s):

Louis Marett

Other key lawyers:

Timothy Becker; Olivier Léger; John Chambers; Kevin Sarro

Testimonials

‘Choate provides excellent overall service. Responsiveness and general quality of service are top notch. They have a particular strength in delivering practical, real-world advice that properly takes into account risks, costs and benefits.’

‘Timothy Becker specializes in tax planning and advice, particularly for international matters involving investment into or from the United States, which often involves technology transactions.’

Key clients

TrueBridge Capital

BV Investment Partners

Serent Capital

New Heritage Capital

Sverica Capital

Pegasystems, Inc.

Cobepa S.A.

Aegis Treatment Holdings, LLC

Tetragon Financial Management

M/C Partners

Restructuring (including bankruptcy): corporate Tier 6

Based in Boston, the finance and restructuring group at Choate, Hall & Stewart has considerable expertise advising lenders on all aspects of restructuring, workout and bankruptcy matters, particularly in the areas of retail, sports, real estate, healthcare, and technology. The group is also well versed in representing insurers in insolvency proceedings across the US that involve asbestos, environmental, and workers’ compensation liabilities. John Ventola and Sean Monahan jointly lead the team, and are supported by Doug Gooding, who also co-chairs the firm's business practice and has been appointed as a mediator in several notable bankruptcy disputes.

Practice head(s):

John Ventola; Sean Monahan

Other key lawyers:

Doug Gooding

Testimonials

‘It’s not just the wisdom, nor the practical experience, nor the lack of ego, nor the bedside manner or the timeliness. It is all of it, and more.’

‘Doug Gooding is the first person I turn to when situations start to take a turn for the worse.’

Key clients

Wells Fargo Bank

General Electric

Encina Business Credit

Second Avenue Capital Partners

Gordon Brothers Group

Bank of America

Citizens Bank

JPMorgan Chase Bank

Crystal Financial

Liberty Mutual