Firm Profile > Morgan, Lewis & Bockius LLP > Chicago, United States

Morgan, Lewis & Bockius LLP
77 WEST WACKER DRIVE
SIXTH FLOOR
CHICAGO, IL 60601
United States

Finance > Structured finance: securitization Tier 1

The team at Morgan, Lewis & Bockius LLP is headed by Reed Auerbach, who handles a diverse range of securitization deals, ranging from the securitization of auto loans (where he has advised the finance arms of BMW and Toyota) to other non-mortgage consumer debt securitizations. Deputy practice head Jeffrey Johnson is a key name for mortgage loan securitization; his recent work has also included home equity line of credit securitizations. Other names to note include Matthew Joseph, who acts both for issuers and underwriting investment banks, and in the DC office, Asa Herald and Mark Riccardi, the latter of whom has expertise in trade receivables deals. CLO specialist Paul St. Lawrence joined in February 2019 from Cleary Gottlieb Steen & Hamilton.

Practice head(s):

Reed Auerbach

Testimonials

‘Morgan Lewis attorneys do an excellent job of not only identifying issues but coming to you with solutions to those issues.  They understand the law but also the practical aspect of business.’

‘Matt Joseph is excellent at dealing with issues as they arise and he never gets rattled when problems arise. He has a calming effect on the transaction process.’

Key clients

Verizon

Navient

Toyota

BMW

Goldman Sachs

Morgan Stanley

Credit Suisse

Redwood Trust

Jefferies

Industry focus > Energy regulation: conventional power Tier 1

Morgan, Lewis & Bockius LLP has extensive expertise in the conventional power sector and remains active in enforcement matters. It is also noted for its leading position in the nuclear segment and regularly handles second license renewals and decommissioning programs. The regulatory aspects of oil, natural gas and gas-fired generation projects are also central to the practice. Kathryn Sutton is a key figure for nuclear industry regulatory matters, while Steve Spina is a primary contact for electric utilities and other electricity sector organizations, frequently representing clients before FERC; both are based in Washington DC. San Francisco-based practitioner William Kissinger is another key name to note.

Practice head(s):

Kathryn Sutton; Steve Spina

Other key lawyers:

Mark Williams; Alex Polonsky; Brad Fagg; John Matthews; Tim Matthews; Tom Poindexter; Jane Accomando; Monica Schwebs; Joseph Lowell; Daniel Skees; William Kissinger

Key clients

Xcel Energy

Entergy 24

National Grid

TECO Energy

Edison Electric Institute

Pinnacle West Capital

American Electric Power

MSD Capital

Astoria Energy

Labor and employment > Employee benefits, executive compensation and retirement plans: design Tier 1

Morgan, Lewis & Bockius LLP fields an extensive team of experts spanning the breadth of employee benefits and executive compensation services. New York-based practice head Craig Bitman is the go-to name for fiduciary assistance with plan investments, while also providing ongoing support on welfare plan administration and deferred compensation arrangements, public pension plans, financial services or life insurance companies, and other multinational plan sponsors. Althea Day and Daniel Salemi head up the multiemployer plan offering, with clients including defined benefit multiemployer plans, contributing sponsors, tax-exempt entities and governmental employers. Philadelphia-based deputy practice head Amy Pocino Kelly, Pittsburgh-based John Ferreira and Matthew Hawes (also based in Pittsburgh) routinely advise high-profile public companies on the design and governance of qualified and non-qualified retirement plans. Washington DC-based Rosina Barker and Pittsburgh-based associate Elizabeth Goldberg bring expertise on assisting with DOL investigations, including the recent uptick in missing participant issues. Assistance with de-risking strategy is also offerd by the team.

Practice head(s):

Craig Bitman; Amy Pocino Kelly

Key clients

Aramark

Cleveland-Cliffs Inc.

CSX Corp.

Gap Inc.

Guardian Life Insurance Company of America

Honeywell International, Inc.

Madison Square Garden

Radian Group

Talen Energy

Toyota Motor North America

Labor and employment > ERISA litigation Tier 1

Morgan, Lewis & Bockius LLP’s ERISA litigation practice has carved out a reputation as a leader in the highly publicized field of 403(b) university plan litigation, with Philadelphia-based practice heads Brian Ortelere and Jeremy Blumenfeld, and Chicago-based Deborah Davidson obtaining favorable rulings for clients such as Washington University, the University in St. Louis and Duke University. Stock-drop litigation is another field of expertise, with the team currently defending class actions against 401(k) plan sponsors in the aerospace and retail sectors. Christopher Boran and Melissa Hill, based in Chicago and New York respectively, regularly represent clients in the financial services, technology and public sectors in ERISA class actions involving breach of fiduciary and excessive fee claims. The team is also acting on unique cases concerning the calculation of mortality rates in the payout of defined benefit plans.

Practice head(s):

Jeremy Blumenfeld; Deborah Davidson; Brian Ortelere

Other key lawyers:

Key clients

Cigna Corporation

City of New York

Honeywell

Jeffrey Slocum & Associates

Johns Hopkins University

FMC Corporation

Wawa

State of Hawaii

OSF Healthcare System

University of Pennsylvania

Labor and employment > Labor and employment disputes (including collective actions): defense Tier 1

Morgan, Lewis & Bockius LLP's greatly reputed group is regularly engaged in high-stakes disputes, ranging from class, collective and single-plaintiff cases, wage-and-hour and OSHA matters to whistleblower, discrimination and harassment claims. Practice head Grace Speights in Washington DC is a well versed litigator in the latter segment. The group's strong standing with financial services clients is highlighted and New York's Samuel Shaulson has particular experience in this sector. Michael BanksJoseph Costello and Sarah Bouchard are contacts with a wide-ranging practice in Philadelphia. Miami's Anne Marie Estevez is a specialist in the retail and e-commerce industry. Noted practitioners also include Barbara Miller in Orange County, Stefanie Moll in Houston, New York's David McManus, Melissa Rodriguez as well as Debra Fischer in Century City, and Lincoln Bisbee in Washington DC. The group had several new arrivals with Robert Sheeder in Dallas from Bracewell LLP in May 2019 and multiple attorneys from Sidley Austin LLP across the year, including Ami Wynne and Jonathan Lotsoff in Chicago as well as Douglas Hart and Jennifer Zargarof in Los Angeles.

Practice head(s):

Grace Speights

Other key lawyers:

Testimonials

Morgan Lewis does a great job on California wage and hour class actions.

Robert Sheeder is a stellar litigator and counsellor, who understands business needs and risk tolerance while having a deep understanding of the law.’

Barbara Miller is a subject area expert. She is always available but more importantly, almost always knows the answer and is able to understand nuances in the law and business issues. She is also a good strategist and a pragmatist.’

 

Key clients

Alliant Insurance Services Inc

Amazon.com

Applied Materials Inc

Bank of America

Bank of New York Mellon Corp.

Bimbo Bakeries USA Inc

Boeing Company

CIGNA Corporation

Colgate-Palmolive

Delta Air Lines Inc.

JPMorgan Chase Bank NA

McDonald’s Corporation

MetLife

Morgan Stanley

Novo Nordisk Inc

Pacific Maritime Association

Toyota Motor Sales USA

ZTE Corporation

Labor and employment > Labor-management relations Tier 1

Morgan, Lewis & Bockius LLP impresses with a dedicated labor practice which is regularly involved in assisting clients with corporate campaigns, collective bargaining, union-organizing campaigns and business changes causing workforce change, among other matters. The group is experienced in acting before all related agencies and is headed up by Harry Johnson in Los Angeles and Philip Miscimarra in Washington DC, who both have extensive expertise in handling matters before the NRLB. Joseph Ragaglia in Philadelphia is noted for his comprehensive practice. Jonathan Fritts is well versed in collective bargaining, arbitration, and litigation cases. Like Daniel Bordoni, who knows the defense, manufacturing and trucking sectors well, they are both based in Washington DC. Steven Wall in Philadelphia, Douglas Hart, who joined from Sidley Austin LLP in February 2019, Nicole Buffalano in Los Angeles, and Ross Friedman in Chicago are also noted.

Practice head(s):

Harry Johnson; Philip Miscimarra

Other key lawyers:

Testimonials

A deep bench of talented traditional labor lawyers behind the experienced partner level.’

The labor law team is top-notch, reflected in the fact that several individuals associated with the firm have been (or currently are) on the NLRB or served in staff roles at the NLRB.

Jonathan Fritts has no peers in the traditional labor world when it comes to subject matter expertise, efficient work, and practical problem solving.’

Phil Miscimarra, Harry Johnson, Jonathan Fritts  and many others at the firm are quite intelligent and experienced- including excellent government agency experience.

Nicole Buffalano is a rising star in this same field.’

Key clients

McDonald’s Corporation

DaVita, Inc.

Meridian Health System Inc.

Pacific Maritime Association

Marriott International, Inc.

Aramark

YRC Worldwide

Frontier Communication

Southwest Airlines Company

Boeing Company

Dollar General Corporation

General Dynamics

Lifetime Hoan Corporation

WME IMG

Shiseido Americas Corporation

Apollo

Amazon

AHOLD USA Inc.

Exelon

Quicken Loans

MedStar

Panda Express

Google

Labor and employment > Workplace and employment counseling Tier 1

The team at Morgan, Lewis & Bockius LLP has great expertise in supporting international companies and financial institutions in employment and workplace counseling mandates. Its offering includes everything from advising on policies, agreements and compensation to conducting audits, investigations and providing training. Washington DC-based Grace Speights leads the group and is an expert on discrimination matters who knows the media, financial services, nonprofit, retail, and legal sectors well. In the same office, the former EEOC members Chai Feldblum and Sharon Masling head up a newly founded, dedicated workplace culture consulting team, focusing on inclusion and respect in the workplace. Boston's David Bowman is a specialist in providing trainings on a variety of topics. Jacqueline Aguilera is noted for her broad practice and together with Kathryn McGuigan is a key contact in Los Angeles. David McManus, who splits his time between New York and Boston, is well versed in crisis management. Other experienced practitioners include New York's Douglas SchwarzMichelle Silverman in Princeton and Michael Schlemmer in Silicon Valley.

Practice head(s):

Grace Speights

Key clients

Amazon

Amtrak

Boeing

Colgate-Palmolive

Deere & Co.

Endeavor/WME

Facebook

Fidelity Investments

Gap Inc.

The Hershey Company

JPMorgan Chase

MetLife

Toyota Motor North America

Walgreen Co.

M&A/corporate and commercial > Commercial deals and contracts Tier 1

Morgan, Lewis & Bockius LLP's client base remains dominated by tech-sector entities, and is also very experienced in representing fintech companies, banks, financial services institutions and consumer products corporations in ongoing outsourcing arrangements and agreements, licensing, and commercial transactions. Medical technology matters have been prominent in the team's recent workload. Highlights in the Philadelphia office include Michael Pillion advising The Clearing House Payments Company on re-negotiating a license and services deal for implementing a real-time payment transfer system in the United States. Other key partners are Barbara Melby in Philadelphia, who jointly heads the practice with Pillion; Silicon Valley-based Rahul Kapoor; and Vito Petretti in New York.

Practice head(s):

Barbara Melby; Michael Pillion

Other key lawyers:

Key clients

The Clearing House Payments Company

SanDisk

CorVel Corporation

Facebook (Oculus)

Navient Corporation

Pandora Media

Tax > Not-for-profit (nonprofit and tax exempt organizations) Tier 1

Morgan, Lewis & Bockius LLP's tax-exempt organizations team, which is predominantly based in Washington DC, has 'a world of experience in counseling non-profit clients, large and small'. Falling within the firm's larger tax team — which is headed by Sillicon Valley-based Barton Bassett —the tax-exempt team is jointly led by Celia Roady, who specialises in advising on tax and governance issues; Matthew Elkin, who focuses on corporate transactions for tax-exempt clients; and Alexander Reid, who advises on a variety of planning, structuring, and transactional matters. Other names to note include associates Caroline Waldner and Shira Helstrom, both of whom have experience assisting clients with governance issues and initial formation, as well as applications for tax exemption. Beyond tax matters, the group also frequently works with its intellectual property, cybersecurity and data privacy, real estate, private equity investments and employment teams.

Practice head(s):

Celia Roady; Matthew Elkin; Alexander Reid

Other key lawyers:

Testimonials

The Morgan Lewis non-profit group has a world of experience in counseling non-profit clients, large and small.

The experience of their lawyers, particularly their senior lawyers, allows them to address most legal issues in an efficient and cost-effective fashion, without the need for costly research and memos.

The non-profit group includes attorneys with various levels of seniority so that projects can be managed in an efficient fashion.

Celia Roady’s reputation and credibility with her peers and with government officials has been extremely helpful to our firm.

Tax > US taxes: contentious Tier 1

Morgan, Lewis & Bockius LLP advises multinational companies, partnerships, high-net-worth individuals, and tax-exempt organizations on a huge range of tax-related issues, from various controversy and litigation to planning and transactional support. Two key figures in the team are Sanford Stark and John Magee, who have formidable experience in transfer pricing disputes, and recently represented Coca-Cola in a transfer pricing dispute that is one of the largest tax cases to ever be fully litigated for a single taxpayer. Significant transfer pricing disputes have also been led by Chicago-based Thomas Linguanti and Rod Donnelly in Silicon Valley. Daniel Nelson in Boston and Barton Bassett in the San Francisco are also contacts in the wider tax group. The firm recently welcomed a number of new tax controversy partners and supporting lawyers, including Kathryn Hambrick, who joined from Squire Patton Boggs. Named lawyers are based in Washington DC unless indicated otherwise.

Practice head(s):

Barton Bassett; Sanford Stark; Daniel Nelson

Other key lawyers:

John Magee; Alex Sadler; Thomas Linguanti; Rod Donnelly; Sheri Dillon; Kathryn Hambrick; Jennifer Breen

Testimonials

This firm continues to lead the way on US Tax representation, continuing to receive favorable rulings for their clients. The team we worked with specializes in the US Research and Development Tax Credit calculation.’

Key clients

The Coca-Cola Company

Western Digital Corp.

Medtronic

Zimmer Biomet

Cisco Systems

The Trump Organization

Best Buy

Innovation Ventures

Perrigo Company

Thomas & Betts

CSX Corp.

Hi-Lex Controls

Steel Dynamics

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

Morgan, Lewis & Bockius LLP has an experienced toxic tort practice, acting for clients in the energy and manufacturing sectors, particularly in cases related to asbestos, chemical, and environmental exposure. The firm’s work also encompasses consumer products, notably automotive, technology, construction and food, as well as significant expertise in the medical device and pharmaceutical arenas. Paul Zevnik in Washington DC is well-regarded for global product liability, tort, and insurance. He co-leads the team with Los Angeles-based Yardena Zwang-Weissman, who focuses on environmental and energy litigation. In a recent highlight, the group represented ITT in a $1.65bn insurance coverage and product liability case.

Practice head(s):

Paul Zevnik; Yardena Zwang-Weissman

Other key lawyers:

John McGahren; Daniel Chefitz; David Cox; Nagwa Hultquist

Key clients

Cotter Corp.

Greenleeds

Southern California Gas Company

NIBCO

NiSource

Columbia Gas of Massachusetts

Ward Manufacturing and Hitachi Metals

Hewlett-Packard Company

Anadarko Petroleum Corporation

ITT and Goulds Pumps

Johnson Controls / Greenleeds / GSF Management / Green Meadow Insurance Corporation / Scott Figgie

PepsiCo / Pepsi-Cola Metropolitan Bottling Company

Ansul / Chemguard

Dispute resolution > Securities litigation: defense Tier 2

'The firm provides exceptional customer service and creative, winning legal arguments', notes a client of Morgan, Lewis & Bockius LLP. The firm has a busy practice in both regulatory enforcement and litigation, notably in issuer-based class actions. It also handles matters for the world’s major broker-dealers, investment managers and registered and unregistered funds. The practice led by Timothy Burke, who works from both Boston and New York, Susan Resley in San Francisco and Jordan Hershman in Boston defends a broad array of public and private companies, financial institutions, underwriters, and officers and directors in US federal and state courts. Younger partner Laura Hughes McNally in Philadelphia and Charlene Shimada in San Francisco, who has more than 30 years' experience, among the firm's highly skilled practitioners. ''The lawyers listen well to clients and understand their needs', remarks a client.

Practice head(s):

Timothy Burke; Susan Resley; Jordan Hershman

Other key lawyers:

Testimonials

The firm provides exceptional customer service and creative, winning legal arguments. The attention to detail is outstanding and there are good cost control measures in place.

The lawyers listen well to clients and understand their needs.

Key clients

Jenzabar, Inc.

AmerisourceBergen Corporation

Freddie Mac

Teva Pharmaceuticals International, Inc.

GT Advanced Technology

Tempur Sealy International, Inc.

Synchronoss Technologies, Inc.

Hewlett-Packard Co. and Hewlett Packard Enterprise

Egalet Corporation

Merck & Co.

TD Ameritrade

General Cable

Finance > Project finance

Morgan, Lewis & Bockius LLP has long been one of the country's top advisers for major conventional power projects. The firm continues to enjoy an excellent reputation in this area, as demonstrated by its workload which includes several new-build gas-fired facilities throughout the US. The work is mostly sponsor led, although the team is doing an increasing amount of work for direct lenders such as Prudential Capital. The firm also has a robust renewables practice, regularly advising on major greenfield developments and acquisitions, both for funds and major utilities such as National Grid. The well-regarded team is jointly led out of Boston and New York, by Richard Filosa and John Klauberg respectively. Other key partners include New York's James Tynion, while in Boston Amy Maloney and Michael Müller have also made good names for themselves. The firm also has a strong west coast practice, with partners such as Wayne Song and Neeraj Ajora as leading figures in Los Angeles. Boston's Katie Ostman is also considered a rising star among the associates.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

Testimonials

‘Morgan Lewis’s Project Finance Group is the best in the business. Bottom line: they have great legal and business skills combined with amazing interpersonal skills allowing them to manage and work with a diverse group of project finance issues and individuals’

‘Rick Filosa, Mike Muller, and Katie Ostman are stars. They are always focused on striking the proper balance of closing a deal while still protecting their client’

Key clients

National Grid

Atlantic Power

Ares Capital/Ares EIF

Prudential Capital

Indeck Energy

Longroad Energy

ENMAX Corporation

Apex Power

Caithness Energy

Verizon

Finance > Structured finance: derivatives and structured products Tier 2

Morgan, Lewis & Bockius LLP has core expertise in currency hedges and futures trades relating to the development of power products. The team is jointly led by Michael Philipp in Chicago, and Thomas D’Ambrosio, who advises clients including hedge funds, asset managers and multinational corporates on the negotiation of derivatives across a spread of asset classes. Brendan Kalb is also recommended both for transactional work and standalone regulatory advice. Joshua Sterling left the firm and is now director of the CFTC's Division of Swap Dealer and Intermediary Oversight.

Practice head(s):

Thomas D’Ambrosio; Michael Philipp

Other key lawyers:

Key clients

Ameren

Corporate Office Properties Trust

Denny’s Corporation

Guernsey Power Station

Birdsboro Power

Indeck Niles

BNP Asset Management

Bitfinex

Two Sigma Investments

Geode Capital Management

Millennium Management

Exodus Point Capital Management

Citadel

Entergy Corporation

NextEra Energy

American Water Works Company

Intercontinental Exchange

State Street Bank and Trust Company

Ares Capital

Caithness Energy

ALLETE

Bank of America

Industry focus > Energy regulation: oil and gas Tier 2

Morgan, Lewis & Bockius LLP has a well-developed regulatory practice, which focuses on new oil, natural gas (including LNG) and gas-fired generation projects. Investigations and enforcement issues are also core to the practice, along with LNG terminal developments and natural gas transportation service arrangements. The team represents clients before FERC, DoE, the Commodity Futures Trading Commission (CFTC), Pipeline and other agencies. Kirstin Gibbs is rated for FERC compliance issues, enforcement work and investigations, along with transactional regulatory matters. Levi McAllister leads the CFTC compliance, enforcement, and investigations team, and has a strong record in FERC matters. Kathryn Sutton leads the energy practice, which also includes Steve Spina. All mentioned partners are based in Washington DC.

Practice head(s):

Kathryn Sutton; Steve Spina

Other key lawyers:

Key clients

South Jersey Industries

Equinor Natural Gas

Shell Trading US

Cheniere Energy

Diversified Gas and Oil

Spire Marketing and Spire Storage

Guernsey Power Station

Industry focus > Energy: renewable/alternative power Tier 2

Co-headed by Richard Filosa  and John Klauberg  from Boston and New York, respectively, Morgan, Lewis & Bockius LLP's project finance, infrastructure and natural resources team provides a 'phenomenal' service to developers, investors and lenders engaged in the financing, development and acquisition of utility-scale and distributed solar and wind projects. New York-based partner James Tynion has longstanding corporate and finance expertise, particularly as it relates to wind and solar projects. Praised for her 'exceptional judgement and subject matter knowledge', Chicago-based partner Elizabeth Hanigan 'truly delivers on work product' and handles M&A, development and financing transactions in the solar and wind sectors, in particular. 'Very strong' Los Angeles-based partner Wayne Song  is also recommended, in particular for his sponsor side work on M&A and financing mandates across the renewables space. Closely aligned to growing trends in the market, the firm has also been particularly active from a transactional and thought-leadership perspective in relation to the growing importance of energy storage.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

James Tynion; Wayne Song; Elizabeth Hanigan; Neeraj Arora

Testimonials

The renewables team is phenomenal and one of the best in the industry.

Elizabeth Hanigan has exceptional judgement and subject matter knowledge, and truly delivers on work product.

If you are looking to build, buy, sell, finance or do any transactions in the renewable space, call Elizabeth Hanigan.

Key clients

ALLETE Clean Energy

AES

Bank of America

Invenergy

EnBW

Northland Power

National Grid

Starwood Energy Group

Longroad Energy

Korea Electric Power

Industry focus > Environment: regulatory Tier 2

Morgan, Lewis & Bockius LLP's environmental counseling and litigation team is well-versed across the spectrum of environmental regulatory matters, ranging from investigations and enforcement actions to crisis management. Typical mandates also include natural resource permitting, CEQA/NEPA compliance as well as providing advice on regulatory and compliance issues for clients such as refineries and large manufacturing facilities. The department is jointly led by Princeton-based John McGahren and James Dragna in Los Angeles, the latter of whom stands out for his environmental crisis work. Other contacts in LA include Rick Rothman, who specializes in regulations concerning air and water quality, hazardous substances, energy efficiency requirements, and Proposition 65; and David Brown, who advises complex regulatory investigations and compliance matters. Also recommended are Princeton-based Christopher McAuliffe, a key contact for issues involving climate change legislation, and water and air pollution control requirements; and environmental permitting expert Ella Foley Gannon in San Francisco.

Practice head(s):

James Dragna; John McGahren

Key clients

Southern California Gas Company

Schnitzer Steel Industries

MMGL Corp.

The Sherwin-Williams Company

D. E. Shaw Renewables

Southern California Edison

Anadarko Petroleum Corporation

Celanese and affiliates

Stepan Company

Eagle Crest

Exelon Corporation and Cotter Corporation

Verizon

Industry focus > Healthcare: advice to health insurers Tier 2

Morgan, Lewis & Bockius LLP has a strong record in complex litigation and class actions, and a robust presence in California. San Francisco-based litigator Molly Moriarty Lane, with assistance from Lisa Weddle in Los Angeles, is defending Cigna in a class action case alleging that Cigna violated California unfair competition law. Other areas of work include transactional and regulatory advice, privacy and security, and government enforcement and compliance matters. Joint practice head Brian Jazaeri represented Health Net of California in a case centering on taxation of California-managed care plans together with Moriarty Lane. Howard Young, who is an expert in healthcare fraud and regulatory issues, co-heads the practice with Jazaeri.

Practice head(s):

Brian Jazaeri; Howard Young

Other key lawyers:

Key clients

AmerisourceBergen

Anthem

Health Net of California

Blue Cross Blue Shield of Massachusetts

California Health & Wellness Plan

Industry focus > Healthcare: life sciences Tier 2

Though it is best-known for its pre-eminent transactional capability spanning major global M&A, collaboration, licensing, and IPO, Morgan, Lewis & Bockius LLP is also a strong performer in patent protection and litigation, commercial litigation, and FDA regulatory issues. Its impressive client roster features pharmaceuticals, biotechnology, medical devices and precision medicine companies, as well as private equity investors and other financial firms that focus on life sciences. The practice is jointly led by FDA regulatory specialist Kathleen Sanzo (Washington DC), IP practitioner Jeffry Mann (Boston), Michael Abernathy (Chicago), a key contact for patent, trade secret and antitrust litigation, and Alan Leeds, who acts for clients including biotechnology start-ups, global pharmaceutical companies, and venture capital firms. Other names to note include Benjamin Pensak, who is particularly experienced in handling technology transactions; capital markets and corporate finance partner David Schwartz , who joined from DLA Piper LLP (US) in 2019; and Tony Chan, who advises on a broad range of M&A, private equity and corporate finance mandates. The team lost Randall Sunberg and Oren Livne to Baker McKenzie LLP in 2019.

Practice head(s):

Jeffry Mann; Kathleen Sanzo; Michael Abernathy; Alan Leeds

Other key lawyers:

Benjamin Pensak; Tony Chan; David Schwartz; Michele Buenafe

Testimonials

First rate people, extensive knowledge and experience, and dedication to pragmatic advice‘.

Michele Buenafe is a top-notch regulatory lawyer who is completely focused on addressing real issues with real world solutions‘.

Key clients

Merck

Regeneron Pharmaceuticals

Eli Lilly

Tabula Rasa Healthcare

Perrigo

Gilead

Xencor

Celgene

Gilead Sciences

Praxair

Rhythm Pharmaceuticals

Halo

Industry focus > Insurance: advice to policyholders Tier 2

Morgan, Lewis & Bockius LLP is well-regarded for its handling of coverage issues regarding historic general liability insurance programs for mass torts, including suits involving asbestos-related bodily injury, environmental exposures, and medical devices. A niche area of expertise is in coverage of  bankruptcy trusts for pending and future asbestos liabilities. Other areas of work include general liability and property policies, product liability legislation related to opioid crisis, and insurer insolvency litigation. The firm also has an active captive practice. Paul Zevnik chairs the department and is based in both Washington DC and Los Angeles. Michel Horton in Los Angeles and Daniel Chefitz in Washington DC are experienced in long-tail asbestos claims. Chefitz specialises in captive insurance matters.

Practice head(s):

Paul Zevnik

Other key lawyers:

Daniel Chefitz; Michel Horton; Jay Konkel; David Cox

Key clients

NiSource

Rite Aid

ITT

Western Asbestos Settlement Trust

Schnitzer Steel Industries / MMGL

Columbia Gas of Massachusetts

Greenleeds /Grinnell /Johnson Controls /GSF Management

Zimmer Biomet Holdings

Goulds Pumps

PepsiCo / Pepsi-Cola Metropolitan Bottling Company

Atlas Healthcare

DaVita Partners

Ansul /Chemguard /Johnson Controls

ITT

Investment funds > Mutual/registered/exchange-traded funds Tier 2

The team at Morgan, Lewis & Bockius LLP has core strengths in the formation and management of exchange-traded funds. The firm advises on 1940 Act ETFs, exchange-traded commodity pools, and metals trusts, as well as more standard forms of mutual and registered funds. Roger Joseph, based in Boston, is a name to note for complex regulatory work, and has been active in helping companies adapt to regulations introduced in Dodd-Frank and the Volcker Rule. Timothy Levin in Philadelphia, focuses on the development of new investment products; notably, he recently helped to structure a new type of turnkey mutual fund on behalf of SEI Investments. John McGuire is a key figure in Washington DC; he played an integral role in petitioning the SEC to allow the formation of semi-transparent actively-managed ETFs. Laura Flores has experience in representing liquid alt funds, funds that invest through offshore subsidiaries, and funds that invest directly in securities issued and traded in China. Other contacts include Christopher Menconi, Thomas Harman and Barry Hurwitz, all of whom focus on compliance and SEC relations, and Toby Serkin, who has an active transactional practice.

Practice head(s):

John McGuire; Timothy Levin; Roger Joseph

Testimonials

‘The team is exceptionally responsive and thoughtful in everything they do. They try to anticipate issues that might be coming for my company and proactively reach out to address them.’

Key clients

SEI/SEI Funds/Advisors’ Inner Circle Funds (I, II, and III)

WisdomTree ETFs

Penn Mutual/Penn Series Funds

Morgan Stanley Investment Management/Consulting Group Capital Markets Funds

Legg Mason Funds

Pioneer Investments

State Street Bank and Trust/SSGA/SPDR Funds/Select Sector SPDR Trust

Transamerica Funds

American Funds

Nuveen Investments

Brinker Destination Funds

Labor and employment > Employee benefits, executive compensation and retirement plans: transactional Tier 2

Through referrals from its portfolio of investment banking clients, Morgan, Lewis & Bockius LLP’s employee benefits and executive compensation offering has developed a leading practice in representing management teams and senior executives. Typical transactional work in this field sees New York-based Gary Rothstein and Philadelphia-based David Zelikoff negotiating termination and compensation agreements, including equity-based incentives. Corporate clients are fielded from sectors involving consumer goods, financial services, pharmaceuticals and technology; deputy practice leader Amy Pocino, based in Philadelphia, has also increased the firm’s presence in the manufacturing sector by handling a suite of add-on acquisitions. Further noteworthy is the team’s multiemployer plan expertise, as Pittsburgh-based Randall McGeorge advises companies with collectively bargained employees on high-risk withdrawal liability considerations. Washington DC-based Patrick Rehfield is also cited for handling proxy reporting and other SEC disclosure issues.

Practice head(s):

Craig Bitman; Amy Pocino

Key clients

Apollo Global Management

Ares Capital

Covetrus

Digital Bridge Holdings LLC

Management Group of Imperva Inc.

Management Team of InstaMed Holdings, Inc.

Management group of Mindbody, Inc. and management group of Apptio, Inc.

MorganFranklin Senior Management Team

Tabula Rasa Healthcare, Inc.

Labor and employment > Immigration Tier 2

Morgan, Lewis & Bockius LLP's multi-disciplinary global mobility practice handles the full scope of business immigration matters for an impressive array of clients, and is especially skilled in handling litigation-heavy immigration mandates. Overseen by Eleanor Pelta in Washington DC, and San Francisco-based James Vázquez-Azpiri, the team's key areas of specialization include non-US visas and work permits, foreign employment laws, advising on the immigration implications of corporate reorganizations, including those in the context of M&A. In Miami, Laura Garvin handles employment-related immigration work and is recommended for her experience of the I-9 employment verification system. Another contact in San Francisco is Christina Gonzaga, who has a decade of experience in employment based advisory work, and also handles a significant amount of pro-bono work for asylum seekers and deportation cases. The group bolstered its offering in DC last year with the lateral hire of Shannon Donnelly from Baker McKenzie LLP; though English-qualified lawyer Nicholas Hobson left the New York team for an in-house role at Endeavour.

Practice head(s):

Eleanor Pelta; James Vázquez-Azpiri

Other key lawyers:

Testimonials

‘So easy to work with, very clear on processes and steps required to quickly and simply apply for visas. Always communicate professionally and in a timely manner with both my company and perspective employees who need advice or have questions related to visas and international moves. Morgan Lewis hold great industry events/mixers so that we know who our contact is and understand more about the industry, I have thoroughly enjoyed some of the educational events on employment law etc.’

Key clients

Ameriprise Financial

Deltek

DHL

Hunter Douglas

JCPenney Corporation

Leidos

Nutanix

Proofpoint

Samsung Research America and Samsung Semiconductor

T. Rowe Price

M&A/corporate and commercial > Shareholder activism Tier 2

Morgan, Lewis & Bockius LLP has a dedicated shareholder activism team, jointly led by Keith Gottfried and Sean Donahue in Washington DC. In 2019, the team represented a number of public companies in reaching settlements with activist investors such as Sierra Capital Investments and Varana Capital. The team also handles activism defense for foreign companies, working in conjunction with the firm's global office network; in 2019, this included working with the firm's Tokyo office in a matter for a Japanese multinational. Gottfried, described by a client as 'exceptional', is an experienced M&A lawyer who previously served as General Counsel in the Department of Housing and Urban Development under President George W. Bush.

Practice head(s):

Keith Gottfried; Sean Donahue

Testimonials

‘Keith Gottfried is exceptional. I would highly recommend him to any one at any time.’

Key clients

Alaska Communications Systems Group

Alcoa Corporation

AmerisourceBergen Corporation

Denny’s Corporation

Dr Pepper Snapple

Olympus Corporation

RAIT Financial Trust

Raytheon Corporation

Veritone

M&A/corporate and commercial > Venture capital and emerging companies Tier 2

International law firm Morgan, Lewis & Bockius LLP has established strength in digital health, biotech and medical devices, and reports an uptick in fintech mandates. Highlights included acting for medical devices company CarePredict in its $9.5m Series A financing from Secocha Ventures, Las Olas Ventures, and Startup Health Ventures, and representing CapitalG as lead investor in the $100m Series D financing of Collibra. The practice is jointly led by Boston-based Michael Conza and Steven Cohen in Princeton. Julio Vega, who represents tech and life sciences startups and emerging growth companies, is a notable name in the Boston office.

Practice head(s):

Michael Conza; Steven Cohen

Other key lawyers:

Key clients

CapitalG

Samsung Venture Investment Corporation

Welltok

Cambridge Mobile Telematics

Comcast Ventures

Third Point

CloudBees

Aras

Media, technology and telecoms > Outsourcing Tier 2

The team at Morgan, Lewis & Bockius LLP works with clients from the healthcare, consumer products, fintech, professional services and transportation sectors on work ranging from the negotiation of procurement or outsourcing agreements to R&D agreements. It is advising Colgate-Palmolive on various matters, including the negotiation of a master services agreement; the implementation of robotics and automation in its warehouses, and a manufacturing agreement relating to the development of a new product to be manufactured in China. In Philadelphia, Barbara Melby jointly heads the practice with Michael Pillion, who specializes in transformation outsourcing transactions that involve complex re-platforming requirements. Associate Christopher Archer is another name to note, as are New York-based Vito Petretti and Boston-based associate Doneld Shelkey, who provide 'practical business advice in this area in addition to good legal counsel'.

Practice head(s):

Barbara Melby; Michael Pillion

Testimonials

The firm has extensive experience in outsourcing and knows the market and the players very well.’

Beyond their legal expertise, Vito Petretti and Don Shelkey have great insight into the market and the providers. They are able to give practical business advice in this area in addition to good legal counsel.

Key clients

AmerisourceBergen

Aramark

Becton, Dickinson and Company

The Clearing House Payments Company

Colgate-Palmolive Company

Genpact

HSBC

Merck

Navient Corporation

NiSource

SEI Investments Company

Media, technology and telecoms > Technology transactions Tier 2

The practice group at Morgan, Lewis & Bockius LLP is very experienced in handling fintech projects, and has solid capabilities in assisting with cybersecurity matters, outsourcing transactions and licensing deals for clients in the blockchain, life sciences, retail, IT and media industries. The team is jointly headed by Philadelphia-based Michael Pillion and Barbara Melby. Rahul Kapoor in Silicon Valley has established expertise in advising on patent licensing. New York-based Vito Petretti assists with domestic and international outsourcing agreements. Doneld Shelkey is a key name in the Boston office. In May 2019 Janice Davis joined the Dallas office from Bracewell LLP.

Practice head(s):

Michael Pillion; Barbara Melby

Key clients

The Clearing House Payments Company

CorVel Corporation

Gap

Navient Corporation

Pearson

Ravenswood Solutions

Sabre Airline Solutions

SanDisk Corporation

United Microelectronics Corporation

Media, technology and telecoms > Telecoms and broadcast: regulatory Tier 2

Noted for its 'second to none practice in terms of its breadth, depth and level of expertise and client service,' Morgan, Lewis & Bockius LLP represents international telecoms carriers, equipment manufacturers, and investors. It has a strong track record working with Chinese companies such as Huawei Technologies and China Telecom Americas, and also offers specialized advice on the regulation of foreign entities. The firm assists tech corporations on satellite, wireless tower infrastructure, and sub-sea cable project matters. Clients are represented in federal agencies such as the FCC, federal and state courts, the US Senate, and authorities in the US and overseas. In Washington DC, practice head Andrew Lipman, a veteran practitioner, has expertise in undersea cable work. Ulises Pin specializes in cross-border work and handles telecoms infrastructure work for household media and tech companies. The vastly experienced deputy practice head Catherine Wang focuses on spectrum and wireless issues, while Russell Blau specializes in telecoms litigation and regulatory policy. Satellite and wireless specialist Timothy Bransford and Ronald Del Sesto, noted for privacy and contract negotiation expertise, are other key team members.

Practice head(s):

Andrew D. Lipman; Catherine Wang

Testimonials

We have stayed with Catherine Wang and her team through several mergers due to their longstanding effectiveness and knowledge of our issues. They are first rate.’

‘A second to none practice in terms of its breadth, depth and level of expertise and client service. It provides uniquely business-centric regulatory and transactional advice, always helping to find solutions that advance the clients business interests.’

Stand-outs are Andy Lipman and Catherine Wang, but there’s plenty of depth among other partners and associates such as Ron DelSesto, Ulises Pin and Tim Bransford.’

Key clients

Huawei Technologies Co LTD

China Telecom (Americas) Corporation

Facebook Inc.

EQT Fund Management S.a r.l.

Shure Incorporated

Deere & Company

Crown Castle International Corp

Cincinnati Bell

Zayo Group, LLC

Securus Technologies Inc.

Media, technology and telecoms > Telecoms and broadcast: transactional Tier 2

Andrew Lipman and Catherine Wang head the team at Morgan, Lewis & Bockius LLP which assists mid-sized clients, especially tech and tech sector investors. Initial financing, M&A, build-out, licensing, and disputes are some of its areas of expertise. The team assists tech clients on satellite, wireless tower infrastructure, and sub-sea cable projects and also counts private equity houses and hedge funds among its clients. Seasoned practitioner Lipman, is noted for his work with private equity firms and Wang specializes in complex regulated transactions and wireless and spectrum matters. Key team member Ulises Pin, focuses on an array of wireless, VoIP, satellite, and land and submarine infrastructure transactions.

Practice head(s):

Andrew D. Lipman; Catherine Wang

Other key lawyers:

Key clients

Facebook Inc.

EQT Fund Management S.a r.l.

Crown Castle International Corp

Cincinnati Bell

Zayo Group, LLC

Securus Technologies Inc.

Ritter Communications

U.S. TelePacific Holdings Corp. dba TPx Communications

Pivotel

Smart City Holdings

Antitrust > Cartel Tier 3

Morgan, Lewis & Bockius LLP guides corporate clients through every stage of a cartel investigation in the US. The global practice group lead is shared between Steven Reed in Philadelphia and his DC-based colleague Jon RoellkeClay Everett, who also operates out of Washington DC, presides over the cartel department. The team puts a focus on representing businesses from automotive, electronics, energy, financial services, pharmaceuticals and transportation industries. Furthermore, clients appoint the firm for follow-on litigation arising out of government investigations. Key support comes from the merger-savvy Scott Stempel in Washington DC and expert litigator Daniel Savrin from the Boston office.

Practice head(s):

Steven Reed; Jon Roellke; Clay Everett

Other key lawyers:

Antitrust > Civil litigation/class actions: defense Tier 3

Morgan, Lewis & Bockius LLP's antitrust defense department puts an emphasis on multi-district litigation in offices across the country: team members are spread between Washington DC, Philadelphia, New York, San Francisco and Boston. Global practice group leader Steven Reed in Philadelphia and his Washington DC-based deputy Jon Roellke are in joint charge of the department. The former is particularly well-versed in defending alleged price-fixing in the generic pharmaceutical industry as well as other multidistrict litigation, whereas the latter specializes in advice to financial services clients such as in financial benchmark cases. Stacey Anne Mahoney in New York operates a holistic antitrust practice with pharmaceuticals and real estate know-how. Located in Philadelphia, Brendan Fee represents technology, energy and life sciences clients on cases related to pricing issues and vertical restraints.

Practice head(s):

Steven Reed; Jon Roellke

Other key lawyers:

Key clients

AmeriHealth Inc.

Breckenridge Pharmaceutical, Inc.

BMW North America LLC

Cigna Corporation

Comcast Cable Communications

Gentex Corporation

Glenmark Pharmaceuticals Inc.

Independence Blue Cross LLC

Merck & Co. Inc.

Morgan Stanley

Pacific Maritime Association

Perrigo Company Plc

Qualcomm Incorporated

Realogy Holdings Corp.

SanDisk LLC

Shell Oil Company

Sumitomo Mitsui Banking Corporation

Sun Pharmaceutical Industries Ltd.

SZ DJI Technology Co. Ltd.

TDK USA Corp

The Clearing House Payments Company, LLC

Takeda Pharmaceuticals.

Tradeweb Markets LLC

Uber Technologies, Inc.

USA Cricket

Verizon Communications Inc.

Antitrust > Merger control Tier 3

Morgan, Lewis & Bockius LLP processes numerous Hart-Scott-Rodino filings in the US and beyond, while at the same time handling a significant number of second request investigations by the DOJ and FTC. Global practice group leader Steven Reed is located in Philadelphia and his deputy Jon Roellke operates out of Washington DC, whereas transactional antitrust head Harry Robins is in New York. In addition to assisting corporate clients, specifically in the life sciences sphere, Robins also advises private equity sponsors on strategic acquisitions. Business combinations in technology, telecoms and financial services are a core focus of David Brenneman's New York-based practice.

Practice head(s):

Steven A. Reed; Jon Roellke; Harry Robins

Other key lawyers:

David Brenneman, Ryan Kantor; Maria Luisa Di Lauro

Key clients

Alphabet/Google

Amerisource

AP Moller Maersk

Apollo Global Management LLC

Aurobindo

Aurobindo Pharma Ltd.

Blue Cross and Blue Shield of Louisiana

Celgene

Digital Colony Partners

EQT Partners

Fanatics

Hitachi Metals

Intercontinental Exchange

Merck & Co. Inc.

MWI

New-Indy (a Robert Kraft company)

Nex

Perrigo Company plc

Pfizer Inc.

Platinum Equity

Raytheon

Regeneron

Securus Technologies Inc.

Sumitomo Corporation

Sun Capital Partners Inc.

Transcontinental

Zoetis Inc.

Dispute resolution > Appellate: courts of appeals / Appellate: supreme courts (states and federal)

Morgan, Lewis & Bockius LLP is regularly retained for work in the state and federal courts of appeals. The group is noted for the volume of its recent instructions relating to energy litigation. In one example, the team is acting for the National Biodiesel Board in the DC Circuit, challenging the Environmental Protection Agency’s renewable fuel standard. Other specialist areas of expertise include financial services regulation, employment, IP, administrative issues, and constitutional law. Former Assistant Solicitor General David Salmons chairs the practice in Washington DC, where environmental law specialist Bryan Killian is also recommended. Other names to note are Thomas Peterson in San Francisco and William Peterson in Houston.

Practice head(s):

David Salmons

Key clients

Jackson National Life Insurance Co.

Union Pacific Railroad Company

National Biodiesel Board

Anadarko Petroleum

CSX Corp.

Vonage

Pacific Maritime Association

Anthem Blue Cross Life & Health Insurance Company

Dispute resolution > Corporate investigations and white-collar criminal defense

Lawyers at Morgan, Lewis & Bockius LLP have developed a solid practice defending corporations and individuals in civil litigation, regulatory inquiries and criminal investigations. Key areas of expertise include matters pertaining to securities fraud, bribery violations, healthcare and tax fraud, as well as allegations of workplace misconduct. The group also benefits from the firm's presence in London, Beijing, Hong Kong and Abu Dhabi, allowing it to handle cross-border cases before multiple foreign regulators. Based in Philadelphia, Eric Sitarchuk is the head of the global practice, and has particular experience in FCA and qui tam defense work. Boston's Timothy Burke heads the securities enforcement and litigation group, representing individuals and financial services firms in relation to public and private investigations. Based in the labor and employment group, Washington DC's Grace Speights takes the lead in cases involving workplace misconduct, in addition to offering crisis management expertise.

Practice head(s):

Eric Sitarchuk; Timothy Burke

Other key lawyers:

Grace Speights; Susan Resley; Alison Tanchyk; Tinos Diamantatos

Key clients

Olympus Corporation

United BioSource LLC

Bank of America Merrill Lynch

Cephalon Inc.

JPMorgan Chase Bank

Fidelity Investments

UBS Financial Services

Rite Aid Corporation

HPE

U-Haul

Dispute resolution > Financial services litigation Tier 3

Morgan, Lewis & Bockius LLP's financial services practice has wide ranging expertise in the consumer financial services industry, where it acts for clients in CFPB proceedings relating to lending, US capital and liquidity requirements and Basel III requirements, among other issues. The firm is also active in RMBS litigation, competition law disputes and matters falling under the TCPA. Of recent note, Boston-based Elaine McChesney acted alongside Kenneth Schacter in defense of Bank of America against allegations that it participated in a Ponzi scheme, with claims totaling $3bn. Robert Brochin in Miami has a strong track record in consumer class actions, spanning unfair trade practices, breach of contract, breach of fiduciary duty and many other areas, and Michael Kraut represents major banks in civil litigation and government investigations. Named lawyers are based in New York unless noted otherwise.

Practice head(s):

Michael Kraut; Elaine McChesney

Other key lawyers:

Key clients

Merrill Lynch, Pierce, Fenner & Smith

Bank of America

BNY Mellon

Jefferies

Deutsche Bank National Trust Company

Dispute resolution > General commercial disputes Tier 3

Regularly engaged in prominent commercial disputes for major clients, Morgan, Lewis & Bockius LLP has notable expertise in various industries, including life sciences, financial services, retail, energy and manufacturing. It is closely involved in opioid litigation for a number of high-profile clients; a team is representing major retailer Rite Aid in multidistrict litigation pending in the Northern District of Ohio. A key trial lawyer is Troy Brown, who has a track record of success in M&A disputes, having recently secured victory for client Zimmer Biomet in Florida state court in a contract dispute with the distributor of its pre-merger products. In 2019, the firm continued to be heavily involved in RMBS litigation for a number of multinational banks. Arbitration is another strength: Charles Solomont from the Boston office is acting for Oaktree in a dispute with a contractor, which is proceeding to arbitration, regarding the delays to the construction of a power plant in Salem, Massachusetts. Houston-based trial attorney and associate Jared Wilkerson's practice often crosses into Latin America. Key team members promoted to partner in October 2019 include Dana Becker in the Philadelphia office, a specialist in commercial contract cases.

Practice head(s):

Susan DiCicco

Other key lawyers:

Michael Kraut; Brian Shaffer; Troy Brown; Winstol Carter; Michelle Pector; Elizabeth Herrington; Charles Solomont; Dana Becker; Jared Wilkerson

Key clients

Dr Pepper Snapple Group

Jefferies

Premium Point Investments

TradingScreen

Deutsche Bank

Jackson National Life Insurance Company

Varel International

Spark Energy Gas

National Gas & Electric

Zimmer Biomet Holdings

Teva

SEI Investments

Covance

Merck

Angie’s List

Egalet Corporation

Penn Mutual

Pennsylvania Chamber of Business and Industry

The Clearing House Association

Navy Federal Credit Union

Rite Aid

Verizon

Freddie Mac

Gainesville Renewable Energy Center

Edison Energy/Altenex

MERSCORP Holdings

CubeSmart

Synchronoss Technologies

GT Advanced Technology

Tempur Sealy International,

HomeAway.com

EMC

JD Spine and Byron Rhodes

SII Investments

Oaktree Infrastructure/Footprint Power Salem Harbor Development

Medacta USA

Dispute resolution > Product liability, mass tort and class action - defense: pharmaceuticals and medical devices Tier 3

Morgan, Lewis & Bockius LLP is known for acting in product-related class actions, individual lawsuits, multi-district matters and mass tort litigation. The firm has a strong reputation in pharmaceuticals cases, most notably in high-profile opioid litigation. Paul Zevnik is a name to note in Washington DC; he handles insurance and reinsurance disputes, as well as mass tort and environmental cases. Zevnik co-leads the practice with Los Angeles-based Yardena Zwang-Weissman, who focuses on complex environmental, tort and products related matters.

Practice head(s):

Paul Zevnik; Yardena Zwang-Weissman

Other key lawyers:

John Lavelle Jr.; Wendy West Feinstein; Nancy Patterson; Gerald Konkel; Harvey Bartle IV

Key clients

Zimmer Biomet Holdings

Teva Pharmaceuticals/Cephalon

Janssen Pharmaceuticals

Rite Aid Corp.

Connect America

Industry focus > Energy litigation: oil and gas Tier 3

Morgan, Lewis & Bockius LLP represents clients across the spectrum of oil and gas mandates. Drawing on a substantial team of litigators in multiple offices, including Houston, Los Angeles, Washington DC and San Francisco, the practice handles high-profile engagements, particularly in the environmental arena; the group also has experience in royalty, tax liability, regulatory enforcement and climate change cases. The team is also active in crisis management engagements, notably those linked to oil and gas leaks. Los Angeles-based partner James Dragna is a leading figure in environmental engagements, including hazardous waste proceedings and other environmental crises. Pittsburgh's John GislesonMichelle Pector in Houston and Los Angeles-based Rick Rothman are also highly reputed; Ella Foley Gannon is a key environmental practitioner in the San Francisco office, and DC's Brad Fagg jointly leads the energy litigation practice.

Practice head(s):

Ella Foley Gannon; James Dragna; Brad Fagg; Michelle Pector

Other key lawyers:

Key clients

Sempra Energy

Southern California Gas

Anadarko Petroleum

National Gas & Electric

Phillips 66

Noble Energy

Mitsui E&P USA

South Jersey Industries

HollyFrontier

Industry focus > Energy transactions: conventional power Tier 3

Strengthened in April 2019 by the arrival of a three-partner energy transactions team, led by the 'extremely knowledgeableJohn Klauberg , from Bracewell LLPMorgan, Lewis & Bockius LLP has an increasingly compelling offering in the conventional power sector. The arrival of Klauberg,  who is praised for his 'incomparable understanding of the issues and complexities' associated with power and utilities M&A, enhances the firm's existing strong project development finance offering for a primarily developer aligned client base. Boston-based partner Richard Filosa co-heads the firm's project finance, infrastructure and natural resources team alongside Klauberg and has a strong reputation across the project life cycle, from initial project structuring, development, and permitting through to the negotiation and closing of construction and permanent financing arrangements. Also based in Boston, Michael Müller has a growing reputation in the market for lenders, funds, developers and equity investors across a range of conventional power project financings.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

Thomas Giblin; John Hood; Daniel Nelson; Charles Vandenburgh; Kimberly Reisler; Neeraj Arora; Michael Müller; Jonathan Morris

Testimonials

The power and utilities M&A team is top notch.

The firm’s power deal team is excellent, from top to bottom.

The extremely knowledgeable John Klauberg is the pre-eminent regulated utility M&A lawyer in the US and has an incomparable understanding of the issues, complexities and catalogue of lessons learned from multiple deals in multiple jurisdictions.

John Klauberg is practical, very responsive and has an excellent work ethic and demeanour. His team members – Daniel Nelson and Charles Vandenburgh were also a delight to work with and provided excellent legal advice.

Jonathan Morris has top notch power industry knowledge (which is critical to being a deal lawyer in the sector) and of course has a significant level of experience doing power deals.

Jonathan Morris’ dedication he has for his clients, his ability to navigate difficult situations, his intuitive deal skills and his never quit until the job is done work ethic ensures that he is a truly exceptional lawyer.

Key clients

Indeck Energy Services

ENMAX Corporation

Evergy Inc.

Carroll County Energy

National Grid

Ares

Longroad Energy

Oaktree Capital

Linden Cogen

Advanced Power

Industry focus > Environment: litigation Tier 3

Boasting a proven track record in high-stakes environmental litigation, Morgan, Lewis & Bockius LLP is engaged in a huge variety of matters ranging from multimedia enforcement actions to mass tort litigation concerning multi-party hazardous waste lawsuits. James Dragna in Los Angeles is a key contact for mass tort claims; he is also routinely retained by municipalities in wastewater and water infrastructure litigation. Dragna jointly leads the team alongside Princeton-based John McGahren, who has expertise in defending citizen suit actions, Superfund litigation, and cost recovery matters, as well as Clean Water Act and Clean Air Act proceedings.

Practice head(s):

James Dragna; John McGahren

Other key lawyers:

Key clients

Southern California Gas Company

Schnitzer Steel Industries

MMGL Corp.

The Sherwin-Williams Company

D. E. Shaw Renewables

Southern California Edison

Anadarko Petroleum Corporation

Celanese

Stepan Company

Eagle Crest

Exelon Corporation

Cotter Corporation

Verizon

Intellectual property > Copyright Tier 3

Morgan, Lewis & Bockius LLP's copyright group is led by DC-based litigator Kevin Fee and John Polito in the San Francisco office. Among the team's recent highlights, Fee is representing the American Society for Testing and Materials in a claim against Public Resource, which published the client's copyrighted material and argued that such use does not constitute infringement since the copyrighted content is public, government standards and law. On the West Coast, Polito defended the Nationwide Insurance Company of America in a copyright infringement claim brought by software developer Mark Bradford in relation to the company's use of his software. Carla Oakley is another contact in the San Francisco office.

Practice head(s):

Kevin Fee; John Polito

Other key lawyers:

Key clients

American Society for Testing and Materials

ASTM International

Eileen Grays

International Code Council

Nationwide Insurance Company of America

Oracle America and Oracle International Corporation

Intellectual property > Patents: licensing Tier 3

Morgan, Lewis & Bockius LLP demonstrates particular strength in domestic and international technology transactions, especially outsourcing transactions, and is predominantly active for clients specializing in semiconductors, software, electronics, engineering and the life sciences. Another area of focus are business method and e-commerce patent licensing agreements, often requested by clients from the financial services sector, for example for payment processing, electronic trading, and authentication and security-related matters. The team of Philadelphia-based practice head Eric Kraeutler, already one of the biggest ones in the market, bolstered its bench with the arrival of Hosang Lee from McDermott Will & Emery LLP in the Washington DC office in January 2019 and the partner promotions of the San Francisco-based Christina MacDougall, a life sciences, healthcare and chemistry expert, and the Philadelphia-based Michael Ryan, who specialises in electrical and computer engineering. Rahul Kapoor in Silicon Valley, Peter Watt-Morse in Pittsburgh, Alan Leeds in Princeton, deputy practice head Louis Beardell in Philadelphia and Benjamin Pensak in San Francisco are the key contacts.

Practice head(s):

Eric Kraeutler

Testimonials

‘A team focused on technology transactions, excellent contract drafting skills, ability to understand the client’s business, provide practical business-oriented legal advice and think through the relevant issues to be covered in an agreement.

Service-oriented and able to identify and prioritize issues, so that we can focus on key issues. Rahul Kapoor is an excellent attorney who provides very practical legal advice, and ensures that associates are well-trained and able to meet the needs of clients.

Key clients

SanDisk

Xperi Corporation

Samsung

Machine Zone

National Comprehensive Cancer Network (NCCN)

Sandvik

Celgene

Regeneron Pharmaceuticals

Merck & Co.

Gilead Sciences Inc.

Xencor

Angion Biomedica

Intellectual property > Patents: prosecution (including re-examination and post-grant proceedings) Tier 3

Morgan, Lewis & Bockius LLP offers the full range of patent prosecution services for its high-profile life sciences and technology clients. The team of practice head Eric Kraeutler and deputy practice head Louis Beardell, both based in Philadelphia, accompanies its clients from the inception of a patent application to its successful registration and enforcement, its commercial exploitation through licensing and the development of its surrounding patent portfolio both in the US and overseas, frequently joining forces with colleagues from the firm's global network of offices. Thanks to its successful litigation group, the firm is also extremely well suited to post-grant proceedings at the PTAB, being able to draw on its longstanding experience in USPTO practices and the strategic conduct of adversarial proceedings. Mark Itri and Michael Dreznes in Orange County are also noted. Former McDermott Will & Emery LLP practitioner Hosang Lee joined the Washington DC office in January 2019. Life sciences, chemistry and healthcare expert Christina MacDougall in San Francisco and electrical and computer engineering specialist Michael Ryan in Philadelphia made partner in 2019. The firm also has offices in Houston, Chicago, Silicon Valley and Boston.

Practice head(s):

Eric Kraeutler; Louis Beardell

Other key lawyers:

Mark Itri; Dion Bregman; Gary Williams; Stephen Altieri; Janice Logan; Nathan Smith; Gargi Talukder; Robert Smyth; John Hemmer;

Testimonials

The Morgan Lewis IP team is really professional and always tries to provide a customer-oriented service.  Namely, the team is very careful in understanding their clients’ situation and what their clients desire in the situation. Another strength of the Morgan Lewis IP team is the close relation between partners/senior associates.  This is true even between different local offices.  The network in the team provides a comprehensive spectrum of expertise.

Keen commercial awareness and the pursuit of unique strategies.

Creative, responsive and effective. The Morgan patent team treats us as partners, and works well with our engineering team.  They appreciate their work and creativity as well.

Janice Logan’s excellent communication skills help her to convey her thoughts to clients and colleagues in a clear and convincing way. Her background is in biotech, but she is also involved with many computer-related inventions. This background should be attractive for many cutting-edge companies.

Dion Bregman, John Hemmer and David Bernstein are go-to folks. Dion is thoughtful and creative. John provides strategic design patent advice. And David executes well.  Together, they consistently exceed expectations.

Key clients

Kokusai Electric Corp.

Deere & Company

OliX Pharmaceuticals, Inc.

Icagen, Inc.

Xencor

Singular Bio Inc.

Omron Corporation

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

At Morgan, Lewis & Bockius LLP, trade secrets work is handled by a multi-disciplinary team comprising intellectual property professionals led by Seth Gerber, and a group of employment lawyers led by Debra Fischer. Recognized by one client as 'extremely knowledgable, very conscientious and totally responsive', Gerber and Fischer are both based in Century City, though their teams include lawyers from offices across the US, with particular strength in New York, DC and Philadelphia. The team is also experienced in cross-border disputes. Acting in conjunction with colleagues in the firm's Shanghai office, Gerber recently defended Hong Kong company uCloudlink against allegations of trade secret misappropriation brought by the Chinese company SIMO Holdings. Associate Adam Wagmeister is also recommended.

Practice head(s):

Debra Fischer; Seth Gerber

Other key lawyers:

Shaobin Zhu; Adam Wagmeister

Testimonials

‘The Morgan Lewis team did an excellent job preparing us to try to avoid litigation. Although litigation ensued, it went far better and was less of a problem than if we were not as well prepared.’

‘Both Debra Fischer and Seth Gerber were extremely knowledgeable, very conscientious and totally responsive.’

‘The trade secret litigation team at Morgan Lewis is exceptional. They know and understand that these cases move quickly, and they are prepared to do what it takes to get into court (or to be ready to defend a client in court) when the need arises. They also have an excellent grasp of California law as it relates to trade secret and restrictive covenant matters. The team has deep experience managing litigation on a nationwide basis. Their trial experience is also greater than most who practice in this area.’

‘Debra Fischer and Adam Wagmeister stand out for their ability to develop highly-effective, winning strategies quickly. They also have a firm grasp of what it takes to prepare to get into court quickly and be successful under very short deadlines and timeframes.’

Key clients

ETC Global Holdings

Zimmer Biomet

uCloudlink

Guardian Pharmacy

Wordlink Specialty

Alliant Insurance Services

Veterinary Data Services (VetData)

Kopin Corporation

Saint-Gobain

Sequoia Reinsurance

Alpert & Alpert Iron & Metal

Saint-Gobain

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

Morgan, Lewis & Bockius LLP attracts praise for its 'pragmatic advice' and 'hands-on approach'. The trademark team has a strong presence on both US coasts. In the Washington DC office, Karen Butcher heads the practice and focuses on transactional work, and Anita Polott advises on global trademark strategies in addition to maintaining an active transactions practice. Also on the East Coat, Rachelle Dubow in Boston has experience of clearance, registration and enforcement issues. Looking west, Rochelle Alpert in San Francisco stands out for her trademark portfolio management work, particularly in the areas of Internet and social media.

Practice head(s):

Karen Butcher

Key clients

Anthem

Artec Europe

Diageo

Edgewell Personal Care

Evolve By Nature

Farmers RestaurantGroup / FoundingFarmers

Holly Frontier Corporation

Office Depot

Restoration Robotics

Seaside Community Development Corporation

SimpliSafe

Urban Outfitters

Wayfair

Investment funds > Alternative/hedge funds Tier 3

Morgan, Lewis & Bockius LLP advises on the formation of onshore and offshore hedge funds with activity in a variety of investment and financing strategies, including hybrid funds, master-feeder structured funds, funds of funds, and UCITs. As well as providing assistance on regulatory issues, joint practice heads Richard Goldman in Boston and Jedd Wider in New York advise US-based and international fund managers on strategic and seed capital arrangements, product structuring, and representation in investment activities. Brendan Kalb is experienced in structuring UCITs and liquid alternative funds, while Stephen Tirrell (Boston) and Joseph Zargari are names to note for hybrid-fund work. The firm’s investor-side practice is led by Christopher Dlutowski, who counts CalPERS among his key clients. Named lawyers are based in New York unless indicated otherwise.

Practice head(s):

Richard Goldman; Jedd Wider

Key clients

AQR Capital Management

Calamos Wealth Management

California Public Employees’ Retirement System (CalPERS)

Capula Investment Management

Credit Suisse Hedging-Griffo

Discovery Capital Management

ExodusPoint Capital Management

Fortress Investment Group

Geode Capital Management

Goldman Sachs

Innocap Investment Management

Logan Circle Partners

Millennium Management

Morgan Stanley

Och-Ziff Capital Management

PAAMCO

Sciens Capital Management

State Board of Administration of Florida

Tenaron Capital Management

Two Sigma Investments

Investment funds > Private equity funds (including venture capital) Tier 3

Morgan, Lewis & Bockius LLP has an established fund formation practice, acting for a host of log-standing and new private equity funds and managers, with a focus on funds of funds, co-investments, and customized funds. Notable clients include Credit Suisse and Blackstone. The practice is jointly led by Timothy Levin in Philadelphia, a regular counsel to investment advisers and financial institutions on the management and strategy of their vehicles; alongside DC-based Courtney Nowell, who heads the firm's global investment funds practice and primarily advises institutional investors on high-value buyouts and investment funds. Louis Singer divides his time between New York and London, and is a highly experienced fund formation specialist, representing a number of pension providers and US universities in establishing their own funds.

Practice head(s):

Timothy Levin; Courtney Nowell

Other key lawyers:

Key clients

Ares EIF Management

Artemis Capital Partners

Credit Suisse Group

Blackstone Strategic Partners

The California State Teachers’ Retirement System

Grosvenor Capital Management

Goodman

Harbert Fund Advisors

JPMorgan Asset Management

Locust Point Capital

MPM Capital

Nuveen (TIAA)

Ohio Public Employees Retirement System

OneMap Mineral Services

Pantheon Ventures

Summit Park

Teacher Retirement System of Texas

True Green Capital Management

M&A/corporate and commercial > Private equity buyouts Tier 3

Morgan, Lewis & Bockius LLP benefits from a strong presence across the US, with the Orange County, Philadelphia, and New York offices all able to handle challenging work from the firm's major private equity clients, as well as co-operate on the most complex mandates. Jointly led by James LossBarbara Shander, and Steven Browne, the group handles standard acquisitions, strategic and distressed investments, divestments, and carveouts, for clients in the energy, technology, life sciences, healthcare, retail, and financial services. The firm has a particular strength in advising on management buyouts, where it acts for some of the largest active funds including Apollo Global Management, Ares Management, Arsenal Capital Partners, and Platinum Equity. A recent development for the firm has been an increase in specialized and targeted investment, as well as non-traditional financing techniques including private placements and SPACs. Kevin Schmelzer is a name to note from the Philadelphia office.

Practice head(s):

James Loss; Barbara Shander; Steven Browne

Other key lawyers:

Key clients

Apollo Global Management

Ares Management

Arsenal Capital Partners

Platinum Equity

Freeman Spogli & Co.

Sun Capital Partners

StoneCalibre

Lovell Minnick Partners

Eureka Capital Partners

LLR Partners

Media, technology and telecoms > Fintech Tier 3

Morgan, Lewis & Bockius LLP acts both for established and emerging businesses in a huge range of corporate and transactional matters, and disputes. The multi-disciplinary US team also benefits from the ability to leverage the firm's international network to handle cross-border matters in jurisdictions including London, Singapore and Hong Kong. Sheryl Orr in New York has acted for corporates and financial institutions in M&A and financing deals, while Andrew Ray in Washington DC is a key advisor for start-ups in the fintech space. Orr and Ray jointly head the team alongside Mark Stein in Boston, who focuses on private equity and venture capital transactions.

Practice head(s):

Andrew Ray; Sheryl Orr; Mark Stein

Other key lawyers:

Alec Dawson; Michael Philipp; Michael Pillion; Christine Lombardo

Key clients

Vanguard

FastPay

Moody’s Corp.

Morgan Stanley

BIDS Trading

LoanDepot.com

Financial Technologies Partners

Navient Solutions

E*Trade Financial Corp.

Wirecard

Tax > US taxes: non-contentious Tier 3

Morgan, Lewis & Bockius LLP provides comprehensive advice on state and local tax, REIT and private equity taxation, and issues related to tax exempt organizations. In Boston, Daniel Nelson is noted for his experience of inbound investments into US real estate and infrastructure, and associate Meghan McCarthy is developing a standout track record of advising pension funds and insurance companies on federal and state tax law. Sanford Stark and William McKee in Washington DC are highly regarded in transfer pricing and partnership taxation, respectively, and Barton Bassett is a key figure in the Silicon Valley office.

Practice head(s):

Daniel Nelson; Barton Bassett; Sanford Stark

Other key lawyers:

Key clients

Dr Pepper Snapple Group/Keurig

Apollo Global Management

Blackstone Strategic Partners

PGGM Investment Management

Covetrus

Iron Mountain

Lime Rock Partners

Bouwinvest Real Estate Investment Management

Goodman

Perrigo Company

Dispute resolution > M&A litigation: defense Tier 4

Morgan, Lewis & Bockius LLP joins the ranking this year having been involved in high-value and high-stakes M&A disputes for large corporates and financial institutions including Merck, Edison Energy and Jefferies. The firm has played a role in post-acquisition disputes that have had an impact on the M&A landscape, such as a case for Aruba Networks that has influenced how the courts decide fair value for valuations. The practice has a deep bench of lawyers with a broad geographic footprint that includes offices on the East Coast, from which the firm handles many cases in the Delaware Court of Chancery. Michael Blanchard in Boston, Troy Brown and Marc Sonnenfeld in Philadelphia, and Susan DiCicco and Brian Herman in New York are the lead partners in the practice.

Practice head(s):

Michael Blanchard; Troy Brown; Susan DiCicco; Brian Herman; Marc Sonnenfeld

Key clients

Merck

HPE

Edison Energy/Altenex LLC

Zimmer Biomet Holdings, Inc.

Spark Energy, Inc. (Spark), and National Gas & Electric, LLC

Aruba Networks

Jefferies LLC

Medacta USA

Finance > Capital markets: debt offerings Tier 4

Morgan, Lewis & Bockius LLP’s niche strength in the utilities area ensures it is regularly involved in high-profile offerings by energy and water companies. The issuer-focused practice also secures a steady stream of financial services and life sciences-related transactions. It handles the full scope of debt-related matters, with its global network positioning it as a solid choice to advise on global offerings and US-registered offerings for foreign private issuers. In New York, Thomas Giblin is recommended for his specialist focus on advising utility and energy issuers on capital markets transactions. New York-based John Hood also has an emphasis on energy and utility-related securities matters. Philadelphia-based group co-head Justin Chairman and New York-based Kimberly Reisler are the other key contacts.

Practice head(s):

Justin Chairman

Key clients

Cimpress N.V.

Ameren Corporation

American Eagle

American Water Works Company

AmeriGas Partners, L.P.

Amerisource Bergen

Axsome Therapeutics

BGC Partners

Cargurus Inc.

Cowen Group Inc.

Denny’s

Delcath Systems Inc.

Deutsche Bank Securities Inc.

Entergy Corporation

Gramercy Property Trust

MeetMe Inc.

NextEra Energy

Onconova Therapeutics

OM Asset Management

Repros Therapeutics

SPAY, Inc.

Tempur Sealy

UGI Utilities

Valeritas

Wells Fargo Securities LLC

Rexnord Corp

Finance > Capital markets: equity offerings

A frequent advisor to both issuers and underwriters, Morgan, Lewis & Bockius LLP houses a sizeable coast-to-coast capital markets practice. The group handles the full range of industry offerings, with a particular focus on the energy, financial services, technology and life sciences sectors. The team also distinguishes itself through its ability to draw on the wider international firm’s extensive non-US client base to advise on US-registered offerings for foreign private issuers, as well as global offerings with Rule 144A or Regulation S elements. Justin Chairman steers the department from Philadelphia and has a strong emphasis on REIT-related transactions. Philadelphia-based Joanne Soslow is deputy leader of the corporate practice and is well versed across a range of energy, life sciences, technology and financial services-related offerings. In New York, Thomas Giblin is noted for his expertise in energy and utility-related capital markets transactions.

Practice head(s):

Justin Chairman

Other key lawyers:

Key clients

Cimpress N.V.

Ameren Corporation

American Eagale

American Water Works Company

AmeriGas Partners, L.P.

Amerisource Bergen

Axsome Therapeutics

BGC Partners

Cargurus Inc.

Cowen Group Inc.

Denny’s

Delcath Systems Inc.

Deutsche Bank Securities Inc.

Entergy Corporation

Gramercy Property Trust

MeetMe Inc.

NextEra Energy

Onconova Therapeutics

OM Asset Management

Repros Therapeutics

SPAY, Inc.

Tempur Sealy

UGI Utilities

Valeritas

Wells Fargo Securities LLC

Rexnord Corp

Finance > Commercial lending Tier 4

Morgan, Lewis & Bockius LLP offers a broad-based debt finance practice that is particularly active on the lender side. The firm represents a mix of major institutions and alternative lenders, and is known for its strong experience of the film finance and sports market. The team also has good experience in areas such as asset-based lending, retail finance, private placements, and restructurings. Boston-based Jonathan Bernstein heads the practice, which also has several experienced leveraged finance lawyers in New York, including Frederick Eisenbiegler and Thomas Mellor. Lawyers regularly work with colleagues in London, Tokyo, Singapore, Beijin,g and the Middle East on major cross-border deals.

Practice head(s):

Jonathan Bernstein

Key clients

Wells Fargo Bank, NA

Ares Capital

Bank of America, NA

Gordon Brothers Finance Company

JPMorgan Chase Bank, NA

BlackRock Capital

Fanatics

OpenGate Capital

HSBC

Prudential

MSD Partners

MetLife

Finance > Restructuring (including bankruptcy): corporate Tier 4

Morgan, Lewis & Bockius LLP has a wide bankruptcy and restructuring practice spread across the United States. Main lawyers John Goodchild in Philadelphia, Jonathan Bernstein in Boston, and Daniel Papermaster in Hartford were joined in 2019 by Kurt Mayr and Jennifer Feldsher from Bracewell LLP, and Kristen Campana from Proskauer Rose LLP.

Industry focus > Energy litigation: conventional power Tier 4

Morgan, Lewis & Bockius LLP has demonstrated a commitment to the conventional power sector, with strong expertise in transactions, regulatory work, environmental issues and litigation. The core team of litigators has a notable track record in big-ticket disputes, including proceedings before FERC and class actions. The group has also impressed in a series of major environmental cases on behalf of energy clients. Washington DC's Brad Fagg co-heads the energy litigation practice and focuses on the energy and federal procurement industries. Los Angeles-based James Dragna leads the environmental team and is a key figure in energy-sector disputes, while John McGahren in Princeton is deputy chair of the firm's global environmental practice.

Practice head(s):

Brad Fagg; James Dragna; John McGahren

Other key lawyers:

John Gisleson; Stephen Spina

Key clients

Xcel Energy

Southern California Gas Company

Entergy

National Grid

Southern California Edison

TECO Energy

NorthWestern Energy

Pinnacle West Capital Corporation

Noble Energy

Big Level Wind

Anadarko Petroleum Corporation

Mitsui E&P USA

Industry focus > Energy transactions: oil and gas Tier 4

Able to draw upon the expertise of oil and gas-focused M&A, securities, banking and capital markets lawyers spread throughout the country, Morgan, Lewis & Bockius LLP is regularly instructed by private sector oil and gas companies, state-owned enterprises and funds across a range of midstream and downstream transactions, in particular. LNG and unconventional energy resources are also core areas of expertise for the firm, from both domestic and international perspectives (where the firm is able to leverage a strong international footprint). Houston-based partner Felipe Alice has broad-ranging expertise across corporate, finance, commercial and real estate matters, which he implements to good effect across domestic and international oil and gas matters, particularly those with a Latin America focus. Richard Filosa and John Klauberg  co-head the overarching project finance, infrastructure and natural resources team from the firm's Boston and New York offices respectively.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

Felipe Alice; John Crespo; Humberto Padilla Gonzalez; Sameer Mohan; Benjamin Wills

Key clients

BP Products North America

PetroRio S.A.

HollyFrontier Corp.

Gaia Importação, Exportação e Serviços Ltda.

Wintershall Holding GmbH

Kellogg Brown & Root LLC

B. Riley FBR Inc.

Lime Rock Partners

Maersk

Tsakos Energy Navigation

Industry focus > Healthcare: advice to service providers Tier 4

Morgan, Lewis & Bockius LLP provides a full range of services in the healthcare sector, including fraud and abuse litigation, compliance counselling, transactional work, coverage and reimbursement, public policy and advocacy, and privacy and data security. Howard Young in Washington DC has extensive experience in representing clients targeted by federal and state investigative agencies. He co-chairs the practice with Brian Jazaeri in Los Angeles, who focuses on commercial litigation and class actions in the healthcare space.

Practice head(s):

Howard Young; Brian Jazaeri

Other key lawyers:

Joyce Cowan; Susan Feigin Harris; Scott McBride

Testimonials

 ‘The ability and time commitment to really understand our business allows Morgan Lewis to provide tailored legal and regulatory advice and services’

Key clients

Children’s Hospital Association of Texas

University of California

Alpine Investors

Capital Caring

Varsity Healthcare Partners

National Partnership for Hospice Innovation

Seattle Children’s Hospital

University of Houston

EyeCare Services Partners

Health Net

Seattle Children’s Hospital

Industry focus > Sport Tier 4

Morgan, Lewis & Bockius LLP is emerging as a notable firm within the sports sector, and is establishing itself in the market following the practice's creation in 2017. The team is led by Orange-county based Jeffrey Moorad, who is particularly notable for his large network within sports and related industries, as well as Jack Concannon, located in Boston, who focuses on corporate and finance matters with a particular focus on team M&A. San Francisco- based Baird Fogel is also highly recommended, handling a wide range of matters  including service procurements for sports stadiums, sponsorship agreements, compliance, and media partnerships. The firm has recently expanded the range of services it offers in this area, with the arrival of several new employment practitioners including Susan Harthill, who joined following a period of service within the department of Labor as the Deputy Solicitor of Labor for National Operations, along with the arrival of restructuring specialist Kurt Mayr, who joined the firm's Hartford office from Bracewell LLP.

Practice head(s):

Jeffrey Moorad; Jack Concannon

Other key lawyers:

Testimonials

Morgan, Lewis & Bockius have provided first in class service, attention and legal capabilities throughout our partnership thus far.

The team, led by Baird Fogel and Jeff Moorad, supply transparent and prompt insight and crucial strategic guidance.

Jeff Moorad has the best network anywhere; he is a deal maker and connector.

Dave McManus – you want this guy on your team; great judgment; does the work and goes as deep as anyone to understand the problem, your business and how to find a simple solution even when the issue is very complex.

Key clients

BIG3 Basketball LLC

Celect Inc.

Drexel University

Hartford Sports Group

Kraft Group

Madison Square Garden

MSP Sports Capital

Oakland Raiders

Stewart-Haas Racing

Ultimate Fighting Championship

Intellectual property > Patents: litigation (full coverage) Tier 4

Morgan, Lewis & Bockius LLP offers extensive experience in all major US patent venues, including the PTAB and the ITC, in addition to experience in litigation patent disputes before the Supreme Court. The group's PTAB strength stems from its long track record of representing clients in PTAB proceedings, such as appeals, reexaminations and reissues, and some of the first IPR proceedings to be brought before the Board. The mix of legal, engineering and science expertise offered by the team makes the practice an attractive choice for a growing number of high-profile companies, not the least because the firm also impresses with its prosecution and licensing capabilities. The combination has proven to be particularly appealing for clients from highly regulated sectors, chief among them life sciences companies, but the team's caseload reveals a diverse sector mix which also includes electronics, technology and consumer products clients. The Philadelphia-based practice head Eric Kraeutler and his deputy Louis Beardell direct the team that includes practitioners in Silicon Valley, Chicago, Orange County, Washington DC, San Francisco, Wilmington, Miami and Houston. Hosang Lee joined the Washington DC bench from McDermott Will & Emery LLP in January 2019.

Practice head(s):

Eric Kraeutler; Louis Beardell

Other key lawyers:

Michael Lyons; Michael Abernathy; Colin Park; Jason White; Sanjay Murthy; Christopher Bright; Natalie Bennett; Jeffrey Gargano; Kevin Shortsle; Scott Sherwin

Testimonials

The team has a great scientific understanding of the chemistry and science underlying pharmaceutical patents.  They provide excellent advice on a timely and consistent basis and offer practical solutions to a revolving set of problems.

Attention to detail, passion for the law, upstanding conduct, I’m very proud to have Morgan representing us.

Well prepared and strategically sound. Going into settlement discussions we felt we had the information and pathways at our fingertips.

Jeffrey Gargano, Kevin Shortsle and Zachary Miller are all excellent.

Christopher Bright: Very detailed in his analysis and work product; deep understanding of the litigation process.

Key clients

Alfred E. Mann Foundation for Scientific Research

Apricorn

BlackBerry Corporation

Brunswick Corporation

Finisar Corporation

Gavrieli Brands LLC

General Electric Lighting

HP Inc.

Mitchell International

Nestlé Purina Petcare Company

Perrigo Company

Praxair, Inc.

Tolmar Pharmaceuticals, Inc.

Walgreen Co.

Wobbleworks, Inc.

Media, technology and telecoms > Cyber law (including data privacy and data protection) Tier 4

Morgan, Lewis & Bockius LLP's privacy and cybersecurity team has experience advising clients on a full range of issues from compliance programs to breach and incident response matters and resulting litigation. The group is jointly led by Reece Hirsch in San Francisco, Gregory Parks in Philadelphia, and Mark Krotoski in Silicon Valley, who has nearly two decades of experience as a federal prosecutor. Hirsch specializes in healthcare privacy, Parks leads on retail and e-commerce related matters, and Krotosk focuses on litigation and investigations. Also recommended is Philadelphia-based Ezra Church, who handles class-action litigation.

Practice head(s):

Reece Hirsch; Gregory Parks; Mark Krotoski

Other key lawyers:

Key clients

Hudson’s Bay Co. (HBC)

Blink Health

Women’s Health Care Group

Bed, Bath & Beyond

TDK USA Corporation

Qualcomm

WNC Insurance Services

EMD Serono

PetersenDean

Real estate > Real estate Tier 4

Real estate development is a core strength for the team at Morgan, Lewis & Bockius LLP, which represents a number of regional and national developers, institutional owners, municipalities and public agencies in land acquisitions and permitting through to construction contracts and leasing. The firm also has a strong finance and investment practice, acting for private real estate funds and other investors in portfolio and single-asset transactions. In terms of sector strengths, the team is active in the higher education sector, and also has particular experience of green building and sustainable developments, and energy and environment-related projects. Richard Toelke in Boston jointly leads the department alongside Eric Stern in the Philadelphia office.

Practice head(s):

Eric Stern; Richard Toelke

Other key lawyers:

Marc Liverant; Jeannine Bishop

Testimonials

‘Their approach to real estate transactions provides a coupling of partner level expertise with senior associate level capabilities. Having a partner and a senior associate on nearly every call or in each meeting typically generates a higher cost; however, the value of the continuance of knowledge of the transaction, both speeds and streamlines the delivery of their work product, which outweighs the potential increase in fees.’

‘Eric Stern and Kevin Delaney are superior attorneys.  Broad and commercial perspective with insight into market terms.’

Key clients

JBG SMITH

Network Realty Partners

The Frankel Group

Skanska USA Commercial Development

American Campus Communities

Drexel University

Hamilton Lane

Iovance Biotherapeutics

Ares EIF Management

National Grid

Birdsboro Power

AES California

New Pacific Realty Corp.

CubeSmart

BP Products North America

M&A/corporate and commercial > M&A: large deals ($1bn+) Tier 5

Morgan, Lewis & Bockius LLP handles a wide variety of international transactions, and has expanded its focus into the Middle East, Europe, and Asia, furthering the reach of its M&A practice. The team has seen a consistent deal flow across all sectors of the market in both public and private transactions, with active corporate clients this year including Raytheon, Oracle, and Pearson. The 'business-minded' group is jointly headed by Richard Aldridge in Philadelphia, alongside Laurie Cerveny and Steven Browne in the Boston office. The firm's global reach is a key element of its offering, with most transactions involving significant cross-border elements or occurring in multiple jurisdictions. A recent example of this was the firm's representation of Liberty Property Trust in its $12.6bn sale to Prologis, a deal originating in Mexico; that transaction was handled by Aldridge and fellow Philadelphia partners Justin Chairman and Andrew Mariniello. Several lateral hires have extended the practice, particularly in the healthcare sector, with Aaron Suh arriving from Dechert LLPDavid Schwartz from DLA Piper LLP (US)Russell Franklin from Paul Hastings LLP, Jeffrey Dinerstein from Jones Day, and Janice DavisJohn KlauburgMichael Espinoza, and Charles Vandenburgh all joining from Bracewell LLPDoug Kingston and Lise Lipowsky made partner internally.

Practice head(s):

Richard Aldridge; Laurie Cerveny; Steven Brown

Other key lawyers:

Testimonials

The team is business-minded and works to find solutions rather than road-blocks to getting deals accomplished.

Richard Aldridge is a seasoned practitioner who gives reasoned advice and is not scared to take a position.

Key clients

Apollo Global Management

Pearson

Citrix Systems

Oracle

Aramark

Iron Mountain

Transcontinental

HollyFrontier Corp.

Merck

Tabula Rasa Healthcare

From the firm’s 30 offices* in the United States, Europe, Asia and the Middle East, Morgan Lewis works across all major industries with clients that range from established, global Fortune 100 companies to enterprising start-ups. The firm provides comprehensive corporate, transactional, litigation and regulatory services that help address and anticipate challenges across vast and rapidly changing landscapes. Founded in 1873, Morgan Lewis stands on the shoulders of more than 140 years of achievement, but never rests on its reputation.

Main areas of practice
Corporate and business transactions: Morgan Lewis provides corporate, finance and investment counsel to a diverse clientele of public and privately held businesses of all sizes and across industry sectors including banking and financial services, energy, life sciences, technology, telecommunications, media and retail.

Litigation, regulation and investigations: clients turn to Morgan Lewis when their vital interests are at stake, looking to the team’s trial legal and business sophistication, broad scope of litigation services, and ability to find solutions to complex challenges. Litigators at the firm handle cases in virtually every jurisdiction in the United States and globally and serve as trial, strategic, permitting and co-ordinating counsel in large, complex matters.

Intellectual property: from start-ups to celebrated global brands, clients around the world rely on the diverse strengths of Morgan Lewis patent, trademark and copyright lawyers and professionals and IP litigators. The firm’s full range of IP services includes litigation, patent preparation and prosecution, trademark and copyright registration, counseling and opinions, transactions and due diligence.

Labor, employment and benefits: the firm’s labor, employment, executive compensation and benefits practitioners apply a solution-oriented approach to give clients a competitive edge and help employers around the world navigate the constantly changing landscape of global, US state, and local laws and regulations that govern the workplace.

Department Name Email Telephone
Appellate Allyson Ho
Appellate David Salmons
Antitrust Steven Reed
Class actions Molly Moriarty Lane
Class actions Scott Schutte
Corporate and business transactions Steven Browne
Corporate and business transactions Alec Dawson
Corporate and business transactions Joanne Soslow
eData Tess Blair
eData Scott Milner
Employee benefits Steven Spencer
Employee benefits Craig Bitman
Energy Kathryn Sutton
Energy Stephen Spina
Energy Paul Bessette
Environmental James Dragna
Environmental John McGahren
FDA Kathleen Sanzo
Finance Jonathan Bernstein
Finance Daniel Papermaster
Intellectual property Eric Kraeutler
Intellectual property Louis Beardell
International trade Giovanni Cinelli
Investment management Louis Singer
Investment management Timothy Levin
Labor and employment Grace Speights
Labor and employment David McManus
Life sciences Randall Sunberg
Life sciences Howard Young
Life sciences Kathleen Sanzo
Life sciences Jeffry Mann
Life sciences Michele Buenafe
Life sciences Mark Stein
Life sciences Margaret Erin Rodgers Schmidt
Litigation Gordon Cooney
Litigation Ella Foley Gannon
Litigation Scott Schutte
Product liability Paul Zevnik
Product liability Yardena Zwang-Weissmann
Retail Anne Marie Estevez
Retail Greg Parks
Retail Christina Melendi
Securities litigation/enforcement Amy Greer
Securities litigation/enforcement Timothy Burke
Securities litigation/enforcement Jordan Hershman
Securities litigation/enforcement Susan Resley
Structured transactions Reed Auerbach
Structured transactions John Arnholz
Structured transactions Jeff Johnson
Tax Barton Bassett
Tax Daniel Nelson
Tax Sanford Stark
Technology Dion Bregman
Technology Rahul Kapoor
Technology Catherine Wang
Telecommunications, media and technology Andrew Lipman
White-collar/government investigations Eric Sitarchuk
White-collar/government investigations Nathan Hochman
White-collar/government investigations Chris Warren-Smith
Chair : Jami Wintz McKeon
Managing Partner : Steven C Browne
Managing Partner : David W Pollak
Managing Partner : Steven R Wall



Image

At Morgan Lewis, culture cascades from the top. From Firm Chair Jami McKeon to practice group leaders to office managing partners and members of the C-suite, our firm leaders know that their actions will create opportunities and promote parity for diverse lawyers.

Diversity and inclusion (D&I) is a core value at Morgan Lewis. It influences how we serve clients, collaborate with colleagues, and recruit, retain, and promote the firm’s lawyers and legal professionals across the globe. From the creation of our D&I Committee in 2003 to 2006 when the firm hosted its first lawyer-of-color retreat to the appointment of our first woman Chair in 2014 and the launch of our lawyer networks for women, minorities, LGBT individuals, veterans, and returning-to-work associates in 2015, our philosophy is to “show, not tell” how we promote and celebrate diversity.

We are proud of the work we have done and continue to do within and outside the firm to ensure that the values of diversity and inclusion are increasingly the norm, not the exception. Morgan Lewis recognizes and leverages diverse talent in key roles; commits time, finances, and other capital resources; collaborates with clients and the community; and designs and executes programs focused on addressing unconscious bias to ensure the values of D&I are embedded in our DNA as well as the wider legal community. With nearly 2,000 lawyers in 30 offices across the United States, Asia, Europe, and the Middle East, we are determined to be as diverse as the world in which we operate.

In the spirt of showing and not telling, we invite you watch the videos below to hear from our lawyers themselves about what shaped them and why they are such an important part of Morgan Lewis.

We are Morgan Lewis: Larry L. Turner

As we celebrate the risk takers and the history makers during Black History Month, some of our Morgan Lewis lawyers did a little reflecting of their own on their professional journeys and personal stories.

Growing up in rural North Carolina, Larry Turner was inspired by two lawyers. Perry Mason was one. Who was the other? Watch to find out.

Posted by Morgan Lewis on Tuesday, 6 February 2018

We Are Morgan Lewis – Jocelyn Cuttino

As we celebrate the risk takers and the history makers during #BlackHistoryMonth, some of our Morgan Lewis lawyers did a little reflecting of their own on their professional journeys and personal stories. Jocelyn Cuttino shares a lesson she learned from one of the first mentors she had in her career: the importance of authenticity. #WeAreMorganLewis

Posted by Morgan Lewis on Tuesday, 20 February 2018

We Are Morgan Lewis – Udray Wilks

As we celebrate the risk takers and the history makers during #BlackHistoryMonth, some of our Morgan Lewis lawyers did a little reflecting of their own on their professional journeys and personal stories. What professional achievement is Undray Wilks most proud of? Hint: It doesn’t have anything to do with the law. Watch this to find out. #WeAreMorganLewis

Posted by Morgan Lewis on Saturday, 24 February 2018

RJ Hendricks

As we celebrate the risk takers and the history makers during #BlackHistoryMonth, some of our Morgan Lewis lawyers did a little reflecting of their own on their professional journeys and personal stories.

After 22 years as a trial lawyer, which cases left the biggest mark on RJ Hendricks? Watch this to find out.

Posted by Morgan Lewis on Thursday, 15 February 2018

Diversity progress recognized

Morgan Lewis’s progress in expanding diversity has been acknowledged by our peers and our clients. Below is a sample of some of the firm’s recent D&I recognitions:

  • Client JPMorgan Chase honored Morgan Lewis with the Joan Guggenheimer Diversity Champion Award for promoting and maintaining a culture of diversity and inclusion (2018).
  • Yale Law Women named Morgan Lewis to its annual list of the Top 10 Family Friendly Firms, as well as to its inaugural Top 10 Female Friendly Firms. We were one of only four firms named to both lists (2018).
  • Client TIAA presented Morgan Lewis with a Diversity and Inclusion Award (2017).
  • Law360’s annual Glass Ceiling Report named Morgan Lewis one of the Top 10 Best Law Firms for Female Attorneys based on the percentage of female lawyers both at the nonpartner and partner levels (2017).
  • Women in Law Empowerment Forum (WILEF) granted Morgan Lewis its Gold Standard Certification for the third consecutive year, recognizing our firm alongside 44 others (2017).
  • The Human Rights Campaign Foundation Corporate Equality Index gave Morgan Lewis a 100% Rating for the “Best Places to Work for LGBTQ Equality” for the 10th year in a row (2009– 2018).
  • Client Morgan Stanley honored Morgan Lewis with its Leadership & Excellence in Diversity & Inclusion Award (2017).
  • Client Lockheed Martin honored Morgan Lewis with its Excellence in Diversity & Inclusion Award (2017).
  • Equality Illinois named Morgan Lewis a Top Law Firm, LGBTQ Diversity & Inclusion Practices, (2017).
  • Client Nationwide Mutual Insurance Company gave Morgan Lewis with its Legal Excellence Award: Inclusion & Diversity Leader (2016).
  • The Philadelphia Inquirer named Firm Chair Jami McKeon one of Philadelphia’s most iconic business leaders and inducted her into its Business Hall of Fame at The Union League of Philadelphia (2017).
  • The National Bar Association presented Morgan Lewis’s Labor and employment chair Grace Speights with its Gertrude E. Rush Award because she exemplifies the same spirit and commitment to humanity that the bar group’s sole female co-founder demonstrated (2017).
  • The Los Angeles Business Journal selected Litigation partner Esther Ro as one of the Most Influential Minority Lawyers for 2018 for helping lead Morgan Lewis teams to victory in the precedent-setting Rubenstein v. Gap as well as Starks v. Geico Indemnity cases (2017).
  • San Francisco Mayor Edwin Lee officially proclaimed August 2 as Joan Haratani Day in the City and County of San Francisco in recognition of partner Joan Haratani for her years of community service including being the first woman of color to serve as president for the Bar Association of San Francisco and for serving as president of the Asian American Bar Association of the Greater Bay Area (2017).
  • The Minority Corporate Counsel Association recognized Labor and employment partner Melissa Rodriguez as a Rising Star for 2017.


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Recruitment

Morgan Lewis is committed to developing and advancing diverse associates and women lawyers through consistent implementation of internal and external groundbreaking initiatives that underscore the importance of these lawyers within the firm and within the legal profession.

Morgan Lewis recognizes the imperative to increase diversity in the educational pipeline leading to the legal profession. Below are but a few examples of the many ways in which Morgan Lewis endeavors to increase diversity in the legal profession by increasing the number of diverse candidates who are financially able to pursue a legal education:

  • Morgan Lewis Foundation – The Morgan Lewis Foundation provides multiple $40,000 scholarships annually to diverse second- and third-year law students with excellent academics and serious financial need. Since its founding in 2014, the foundation has disbursed nearly $750,000 to increase diversity in the legal profession.
  • Morgan Lewis Diversity Career Fellowship – Established in 2008, the Morgan Lewis Diversity Career Fellowship provides a unique opportunity for future participants in our Summer Associate Program who share a commitment to supporting D&I across the legal industry. The program awards four or five of these prospective summer associate candidates a $15,000 stipend for demonstrating leadership in D&I through the fellowship.
  • ML Diversity Scholarship Program/BARBRI Law Preview Partnership – Morgan Lewis also partners with select law schools on the ML Diversity Scholarship Program and BARBRI Law Preview, which respectively provide second- and third-year students with financial support and incoming first-year students with critical preparation for success.
  • Thurgood Marshall Summer Law Internship Program – Recognizing the need to educate and provide opportunities to underrepresented, ethnically diverse students as early as possible,

Morgan Lewis proudly supports the New York City Bar Association’s Thurgood Marshall Summer Law Internship Program, which places high-achieving inner-city high school students with legal employers for the summer.

Participation in minority law student/diversity job fairs

Morgan Lewis works aggressively to improve diversity in our firm and in the legal profession, and actively seeks out talented diverse candidates by participating in and/or sponsoring a number of prominent minority law student and/or diversity job fairs, including, but not limited to:

  • National Black Law Students Association Regional Job Fairs
  • Boston Lawyers Group Diversity Job Fair
  • Cook County Minority Job Fair
  • Philadelphia Diversity Job Fair
  • Hispanic National Bar Association Convention and Career Fair
  • Rocky Mountain Diversity Legal Career Fair
  • Vault/MCCA Legal Diversity Job Fair
  • LGBT Bar Association’s Annual Lavender Law Conference and Career Fair
  • Bay Area Diversity Career Fair
  • Lambda Legal
  • Asian American Legal Defense and Education Fund

In addition to the above, Morgan Lewis partners with clients to educate diverse first-year law students by offering internal workshops focused on providing law students with the tips and tools they need to successfully interview for employment and get off to a great start in their legal careers. Morgan Lewis shares our clients’ commitment to diversity and is proud to represent a number of MCCA members, including JP Morgan Chase, Amazon, Cigna and Merck, to name a few.

Outreach to leadership of minority student organizations

During students’ 1L years, Morgan Lewis sponsors affinity groups at many law schools, and supports diverse students in various ways, including by hosting mock-interview events. We also work with the Asian Pacific American Law Students Associations, Latin American Law Students Associations, and Women’s Law Centers, among many other groups.

We are also an advocate level sponsor at the National BLSA conference, and our Washington, DC, office hosted a Lunar New Year celebration, inviting all of the local APALSA students from area law schools to attend.

Partner J. Goodwin Bland, co-leader of our D&I Committee, is vice chair of our New York Recruiting Committee, where he is actively involved in recruiting diverse talent. We are proud that 55% of our New York summer associate class has been comprised of persons of color or LGBT lawyers for several years, and the class has always been 50% or more women. J. is also a member of the Alumni Council at University of Virginia (UVA) Law School, where he helps recruit diverse students to UVA, actively attends UVA BLSA and Lambda Law Alliance events, and received an alumni award recognizing his extraordinary efforts on behalf of the LGBT community to create an open, supportive, and welcoming environment for diversity at the law school and beyond.

Following are additional examples of our diversity outreach efforts:

  • University of Pennsylvania – Sponsor for the 30th Annual Sadie T.M. Alexander Commemorative Conference; and BLSA mentors
  • University of Virginia – Firm sponsor for the 2017-2018 school year, as well as attending both the winter and spring BLSA receptions, exclusive BLSA mentor partnership, and led interview preparation and mock interview program for BLSA and Lambda Law students
  • Boston University – Sponsor for BLSA this school year and helped to coordinate and plan their annual gala
  • Duke University – Together with our clients, the Duke Law School Alliance Team (LSAT) led an interviewing workshop for the Duke chapter of the American Intellectual Property Law Association and Duke Outlaw student groups
  • Michigan University – The Michigan LSAT team was a headline sponsor of the Michigan Outlaws Scholarship Gala, and attended an “Out in Big Law” panel discussion and networking reception

Mentoring programs

At Morgan Lewis, we recognize how beneficial mentoring programs are to the retention and development of all our associates, but we find these programs to be even more critical to the success of our diverse talent. In fact, we conduct regular meetings with hiring chairs and other firm leaders to discuss diversity recruiting/mentoring and how best to coordinate our efforts. To retain and advance diverse lawyers, practice leaders, influential partners, and their designees (many of whom serve as mentors to our diverse associates) meet regularly to assess the progress and prospects of diverse associates in their respective practices. Meetings address work assignments, associate access and exposure to senior partners and clients, and associate career trajectories.

Morgan Lewis also recently launched a Sponsorship Program for high-performing, ethnically diverse associates with four to six years of experience with the firm. The program partners these associates with an influential member of firm leadership who can offer guidance, provide access to assignments and business development opportunities, and provide associates with greater exposure throughout the firm. The goal is to give high-performing, ethnically diverse associates the opportunity to gain the skills necessary to navigate the pipeline to partnership and firm leadership positions and have long-term success at the firm.

We also launched an innovative “cross-pairing” mentorship program and business development initiative with key client SoCalGas. This program pairs a select group of women lawyers from Morgan Lewis with a group of women lawyers from SoCalGas in an effort to provide mutually beneficial one-on-one mentoring, professional guidance, and business development opportunities. The ultimate goal of the program is to establish meaningful bonds between women lawyers, while strengthening and deepening the firm’s relationship with an important client.

The firm also established the Diversity Leadership Program, an ongoing partnership with two clients, Bank of America and State Street Bank, that provides diverse associates with direct access to clients through pro bono clinic projects, shadow programs in the clients’ offices, and other social activities, thereby strengthening diversity, mentoring, and business development opportunities for all three organizations.


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At Morgan Lewis we appreciate that the retention and advancement of our diverse attorneys is an essential element of our D&I mission. We approach the career development of women lawyers, lawyers of color, and LGBTQ lawyers from multiple angles, both internal and external, all of which intersect to build and support their careers. This involves paying close attention to the work assignment process to ensure that diverse lawyers receive the right opportunities and exposure, and paying for and encouraging them to attend and participate in external programs that enhance their professional development, while also providing networking and leadership opportunities.

Strength in Numbers

We offer our lawyers support from several internal affinity groups for lawyers who support and/or identify with the following populations:

  • ML African-American/Black
  • ML Asian-American/Asian
  • ML Hispanic/Latino
  • ML LGBT
  • ML Returning to Work
  • ML Veterans
  • ML Women

Led by influential partners, these popular groups bring community and heightened understanding as well as enhanced opportunities to everyone at the firm through forums, special movie screenings and event, and networking opportunities.

For example, our LGBT affinity group partners with dozens of external organizations to expand the firm’s footprint in the LGBT community. From annual firm-wide Pride Week celebrations; to our sponsorship of organizations such as the LGBT Bar Association, BALIF (Bay Area Lawyers for Individual Freedom), Lambda Legal and OUTLeadership; to our recent “A Focus on LGBT Asylum Issues” presentation, which addressed asylum and immigration legal issues affecting the LGBTQ community, Morgan Lewis is proud of our diversity efforts on behalf of and commitment to the LGBT community.

“The D&I Business Case from the Client’s Perspective”

Morgan Lewis routinely engages clients to share best practices and create programs and partnerships to enhance D&I in the legal profession. One such collaborative program was a panel discussion, “The D&I Business Case from the Client’s Perspective,” which included a candid conversation about how diversity impacts clients’ business operations and their relationships with outside counsel. Everyone who attended the discussion benefitted from hearing about the D&I business case directly from clients.

Advancing Gender Parity in the Legal Profession

While Morgan Lewis consistently showcases women lawyers’ work within the firm’s 30 offices, we strive to keep the goal of gender parity top of mind in the broader legal profession. Below are recent collaborations and conferences we have been actively involved in:

  • March 2018, Morgan Lewis sponsored the 10th annual Ms. JD Conference on Women in the Law, hosted at the University of California, Los Angeles, School of Law. This year’s conference centered on the theme “Her Story” and featured keynote speaker Michelle Banks, co-chair of UCLA Law Women LEAD. The Ms. JD Conference on Women in the Law is the premier gathering for women law students and young lawyers across the United States to continue and expand on progress for women in the profession and to discuss remaining challenges.
  • In December 2017, Morgan Lewis hosted “Passion & Purpose: The Secrets of Gritty Women in the Legal Profession,” a presentation in partnership with the American Bar Association’s Law Practice Division and co-sponsored by its ABA Legal Career Central and Commission on Women in the Profession.
  • In November 2017, Morgan Lewis partnered with Ellevate Network, a global professional community focused on advancing women in the workplace and helping companies succeed in supporting the development of female leaders. This provides our firm’s female lawyers access to Ellevate’s community of 90,000 women and resources.

Accountability and metrics

Morgan Lewis has an outstanding Implicit Bias training program, which is mandatory for partners and associates. Focusing on raising awareness of unconscious biases in the workplace, the training teaches lawyers how to recognize biases and provides guidance to address these biases. The firm’s program mirrors what has steadily been gaining ground as an essential component of onboarding and leadership planning throughout much of corporate America.

In addition, Morgan Lewis was one of the first law firms to pledge to adopt the Mansfield Rule, which measures whether law firms have affirmatively considered women and lawyers of color—at least 30% of the candidate pool—for leadership and governance roles, equity partner promotions, and lateral positions. The Mansfield Rule, named after Arabella Mansfield, the first woman admitted to practice law in the United States, was one of the winning ideas from the 2016 Women in Law Hackathon.


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Morgan Lewis is chaired by Jami McKeon, distinguishing it as the world’s largest law firm headed by a woman. Ms. McKeon is also a long-time advocate of diversity and gender parity within the legal industry and a recognized leader who has spoken at a number of premier leadership conferences and major events in the business, finance, and legal industries, among others. Organizations such as the Financial Times, The American Red Cross, and the United Way are among the many that have recognized her and Morgan Lewis for their efforts.

Women are well represented in Morgan Lewis’s 30 offices, practices, and industry initiatives. Here’s just a small sample:

  • Grace Speights, Washington, DC, leader of the firm’s nationally prominent labor and employment practice
  • Suet-Fern Lee, Singapore, chair of the firm’s International Leadership Team
  • Frances Murphy, London office managing partner
  • Kathryn Sutton, Washington, DC, leader of the firm’s energy practice
  • Joanne Soslow, Philadelphia, deputy leader of Morgan Lewis’s corporate & business transactions–securities practice
  • Christina Edling Melendi, New York, firmwide hiring partner
  • Michele Coffey, New York, Morgan Lewis general counsel
  • Kate Weinstein, New York office co-managing partner
  • Barbara Fitzgerald, Los Angeles office managing partner and firm employment counsel
  • Allyson Ho, Houston, appellate practice leader and winner of multiple US Supreme Court decisions

A primary vehicle for the firm’s commitment in this area is ML Women, led by Joanne Soslow. Through this initiative, the firm invests in the development of its women lawyers and regularly encourages and provides opportunities for building relationships, both internally and externally. ML Women hosts bimonthly business development sessions across offices and offers opportunities to learn from Morgan Lewis rainmakers tips on client development and business generation strategies.

Through ML Women, Morgan Lewis in April 2017 sponsored its inaugural Women of Power & Prominence Summit in Washington, DC. The summit drew high-achieving women from government, politics, the news media, and industry to share their knowledge and expertise with 125 senior-level women clients. Later, in July 2017, our Moscow office hosted an ML Women event, “Women Making History in Moscow – A Glance from the Rooftop,” celebrating women leaders, highlighted by a local guide out places of significance in women’s history from the office’s rooftop in the heart of historic Moscow. In attendance were 20 women executives and general counsel from major companies.

Diversity Stats

Firm has a written diversity strategy that has been communicated to all Firm attorneys. Firm gives billable credit for work that is directly related to diversity efforts (but is not pro bono work). Firm ties a component of partner compensation to diversity efforts. Firm has a diversity committee that includes senior partners and that reports to the Firm’s highest governing body. Firm has a full or part-time diversity professional who performs diversity-related tasks. Firm has affinity or employee resource groups for its women and diverse attorneys, which meet at least quarterly. Firm has a succession plan that specifically emphasizes greater inclusion of women and diverse lawyers. Firm mandates and monitors that minority and women attorneys have equal access to clients, quality work assignments, committee appointments, marketing efforts and Firm events. Firm requires inclusion of at least one diverse candidate in all hiring decisions. Firm policy specifically prohibits discrimination based on sexual orientation, gender identity and gender expression. Firm provides opportunity for attorneys to voluntarily disclose their sexual orientation or gender identity and expression through Firm data collection procedures. Firm policy specifically provides for paid maternity leave.  Firm policy specifically provides for paid paternity leave.  Firm has a formal, written part-time policy that permits partners to be part-time.  Firm has a flex-time policy. Firm provides for or mandates diversity training for all lawyers and staff. Firm has a supplier diversity program.
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