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

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

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

Jointly led by Craig Bitman in New York and Philadelphia-based deputy practice head Amy Pocino Kelly, the team at Morgan, Lewis & Bockius LLP has an excellent reputation across the full range of employee benefits and executive compensation services. Althea Day and Daniel Salemi (based in Washington DC and Chicago, respectively) are the key contacts for the firm's multi-employer plan offering; Day regularly advises contributing sponsors and multi-employer funds in this space, and Salemi is recommended for multi-employer pension withdrawal liability issues. Executive compensation issues, including Section 409A compliance, are handled by Washington DC-based Rosina Barker, and Mary Hevener in New York advises on fringe benefits and tax-related matters. Chicago-based of counsel Sage Fattahian is a key name for health and welfare plans. Elizabeth Goldberg was promoted to partner in Pittsburgh in October 2020.

Practice head(s):

Craig Bitman; Amy Pocino Kelly

Other key lawyers:

Althea Day; Daniel Salemi; Rosina Barker; Elizabeth Goldberg; Mary Hevener; Sage Fattahian

Testimonials

Knowledgeable and responsive team with expertise across all areas of benefits and executive compensation‘.

Key clients

The Kroger Company

CSX Corporation

Howard Hughes Medical Institute

Maersk

BioSpecifics Technologies Corp.

Talen Energy

Defined Contribution Institutional Investment Association (DCIIA)

Energy regulation: conventional power Tier 1

Morgan, Lewis & Bockius LLP is 'extremely knowledgeable on the full range of FERC matters' and is recognized in part for its strength in nuclear energy. The practice group advises nuclear energy clients on second license renewals, advanced reactor licensing, decommissioning efforts, and potential regulatory disputes. It also has experience of M&A in the utilities sector, where it assists clients with federal and state regulatory authorizations. Kathryn Sutton heads the firm-wide energy practice and advises clients on regulatory matters across the entire life-cycle of commercial nuclear reactors. Stephen Spina represents electric utilities and other electric industry participants in matters before FERC, including market investigations and regulatory issues under the Federal Power Act. Another key figure in the team is William Kissinger in San Francisco. Named individuals are based in Washington DC unless stated otherwise.

Practice head(s):

Kathryn Sutton; Stephen 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

Testimonials

‘Morgan Lewis has a one stop shop for all FERC needs. They are the first (and usually only) team we turn to when we have a new FERC matter or problem involving our wholesale markets. I have been extremely satisfied with the quality of their work and the value that they provide. ’

‘Extremely knowledgeable on the full range of FERC matters, including formula rate expertise, FERC administrative litigation, enforcement, and transactional work.’

Key clients

Xcel Energy

AES Corporation

American Electric Power

Duke Energy

Energy Harbor

Entergy

Evergy

Exelon

National Grid

NextEra/Florida Power & Light

NorthWestern Energy

PacifiCorp

Pinnacle West Capital Corporation

Southern California Edison

TECO Energy

TerraPower

Westinghouse

Energy: renewable/alternative power Tier 1

Combining overarching M&A and finance expertise with comprehensive energy sector market knowledge, Morgan, Lewis & Bockius LLP is well positioned to advise a balanced mix of stakeholders on mandates at all stages of projects utilizing wind, solar, biomass, and other alternative energy assets. The team, which is co-headed from Boston and New York by Richard Filosa and John Klauberg, respectively, is perhaps best known for its 'very impressive sponsor-side development credentials', which see it engaged in a tremendous volume of wind and solar projects, from greenfield and brownfield development to the expansion of existing facilities. Los Angeles-based partner Wayne Song is 'very well known in the renewables market' and provides 'commercial and pragmatic' advice to developers and private equity/financial investors across a range of project development, finance and M&A mandates. New York-based partner James Tynion is particularly adept at handling debt and equity financing and M&A-related work pursuant to wind projects. With many years' experience advising both developers and private equity and financial investors, Chicago-based partner Elizabeth Hanigan has an excellent perspective of market trends and of the commercial drivers informing the acquisition and sale of development-stage wind and solar assets, completed projects and portfolios.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

James Tynion; Wayne Song; Elizabeth Hanigan; Neeraj Arora; Laura Wright

Testimonials

The firm has very impressive sponsor-side development credentials.’

‘Wayne Song is very well-known in the renewables market and provides commercial and pragmatic advice.’

Key clients

esVolta

Korea Electric Power Corporation and LG CNS

Invenergy LLC

Longroad Energy Partners

Southern Power Company

Ameresco Inc.

City National Bank

The AES Corporation

Prudential Private Capital

hep energy USA

Energy Capital Partners

Nautilus Solar Energy

ND. E. Shaw Renewable Investments, L.L.C.

GlidePath

ERISA litigation Tier 1

The ERISA litigation practice at Morgan, Lewis & Bockius LLP remains at the forefront of 403(b) university plan litigation, with Philadelphia-based co-head Brian Ortelere and Chicago-based co-head Deborah Davidson representing premier clients including acting for the Washington University in St. Louis in headline proceedings regarding underperforming investment options. In another highlight, Philadelphia-based co-head Jeremy Blumenfeld, Chicago-based Christopher Boran and Sari Alamuddin obtained favorable results for professional services clients in 401(k) class action litigation regarding poorly performing ERISA investment options and bookkeeping; the practice also successfully defended global leaders in the aerospace industry in stock-drop litigation filed by 401(k) plan participants. As a key partner in the New York office, Melissa Hill handles fiduciary breach and prohibited transaction disputes for high-profile clients, and Grace Speights is a noteworthy name in Washington DC. Clients in the financial services, transport, manufacturing, insurance and non-profit sectors also instruct the team.

Practice head(s):

Grace Speights; Jeremy Blumenfeld; Deborah Davidson; Brian Ortelere

Other key lawyers:

Christopher Boran; Sari Alamuddin; Melissa Hill

Testimonials

‘This practice provides excellent communication.’

‘They are one of the best teams in this area of law. Additionally, they are very responsive and provide excellent communication.’

Key clients

Cigna Corporation

Boeing

University of Miami

Jeffrey Slocum & Associates

Johns Hopkins University

Washington University in St. Louis

Wawa

State of Hawaii

OSF Healthcare System

University of Pennsylvania

Immigration Tier 1

Morgan, Lewis & Bockius LLP's full-service global mobility practice group services a multitude of corporate clients across employment law, immigration compliance, and high-profile litigation mandates. Led by Eleanor Pelta in Washington DC, the team is experienced in handling immigration-related discrimination investigations and representing clients in investigations by the Departments of Justice, Homeland Security, and other federal agencies. Also in DC is Shannon Donnelly who heads the global immigration team and is noted for her immigration compliance expertise. She frequently works cross-border with team members in London, Tokyo, and Singapore. The group's key strengths lie in non-US visas and work permits, foreign employment laws, and litigating in federal courts on visa denials. Eric Bord manages the immigration compliance practice and is recommended for I-9 and E-Verify matters. On the West Coast, co-chair James Vazquez-Azpiri in San Francisco is the name for corporate immigration issues pertaining to mergers, acquisitions, and restructurings. He is supported by Counsel Christina Gonzaga who focuses on employment-based advisory work. The group has an active pro-bono practice and handles asylum seeker and deportation cases.

Practice head(s):

Eleanor Pelta; James Vázquez-Azpiri

Other key lawyers:

Shannon Donnelly; Christine Gonzaga; Eric Bord

Testimonials

‘Cutting-edge knowledge, creative solutions, efficient, and responsive.’

‘Eric Bord is a responsive, practical, client-focused expert.’

Key clients

Ameriprise Financial

Carl Zeiss

Choice Hotels

CooperVision

Deltek

DHL

Extreme Networks

Fujitsu America

Hunter Douglas

JCPenney Corporation

Leidos

Nutanix

Proofpoint

Samsung Research America

Seagate US LLC

T. Rowe Price

TIBCO Software

Quantcast

Verisign

Insurance: advice to policyholders Tier 1

Morgan, Lewis & Bockius LLP has a broad national geographic footprint, with 17 offices across the US housing a large team of lawyers with insurance recovery expertise and trial capability. Heading the team in Washington D.C. and Los Angeles is Paul Zevnik, who has extensive experience in structuring captives and similar risk-transfer devices to meet mass tort claims, environmental exposures, and product liabilities. The firm has a strong captive practice led by specialist, Daniel Chefitz in Washington DC. He advises companies on captive insurance strategies for legacy, traditional, and emerging risks, and has been at the forefront in designing and implementing successful captive insurance-backed ring-fence legacy liability solutions for various companies. The firm is also well-regarded for its handling of coverage issues regarding historic general liability.

Practice head(s):

Paul Zevnik

Other key lawyers:

Daniel Chefitz; Gerald Konkel; David Cox

Testimonials

‘I have worked with the Insurance Group for several years. What really stands out and impresses me is how Morgan Lewis works as a team. The lawyers are consistently suggesting other lawyers who have expertise in a certain area instead of self promotion.’

‘I have worked with the partners for years. In particular, I work with Gerald (Jay) Konkel who chairs my Insurance Coverage conference. NOt only does Jay work well with his colleagues but also his adversaries who he is oftentimes litigating against. People on both sides really respect Jay for his knowledge and skills. Jay has established strong relationships with everyone he works with. He promotes his partners and the junior lawyers at his firm. He advocates for speakers at my conferences with differing views from his because he knows we will have a better conference.’

Key clients

Rite Aid Corporation, and Rite Aid of Maryland Inc.

Covil Corporation

Ansul/Johnson Controls International plc

NiSource, Inc.

Jewish Federation of Greater Washington

ITT LLC

LTI Holdings, Inc./Boyd Corporation/Goldman Sachs

Walters & Mason d/b/a Altar’d State

Santa Rosa Mall LLC

Santa Fe Braun, Inc./The Braun Trust

Schnitzer Steel Industries, Inc./MMGL, LLC

PepsiCo, Inc./Pepsi-Cola Metropolitan Bottling Company, Inc.

Greenleeds LLC/Johnson Controls plc/GSF Management Co./Green Meadow Insurance Corporation/Scott Figgie LLC

Zimmer Biomet Holdings, Inc.

I.U. International Corporation

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

Morgan, Lewis & Bockius LLP fields a 'deep bench of diverse, talented, pragmatic litigators'. The highly regarded practice is regularly involved in significant disputes in which it acts for global financial institutions and companies. Led by the reputed Grace Speights in Washington DC, the group handles class, collective and single-plaintiff actions. Anne Marie Estevez in Miami is a go-to counsel for retail and e-commerce clients, while New York-based Samuel Shaulson is well versed in the FLSA and wage and hour litigation, and Lincoln Bisbee in Washington DC is 'creative in finding solutions'. Other key individuals include David McManus in Boston and Orange County's Barbara Miller, Michael Banks and Sarah Bouchard in Philadelphia and Melissa Rodriguez in New York. The firm strengthened its Chicago offering with the arrival of Ami Wynne and Jonathan Lotsoff from Sidley Austin LLP in February 2020.

Practice head(s):

Grace Speights

Other key lawyers:

Samuel Shaulson; Michael Banks; Sarah Bouchard; Anne Marie Estevez; Barbara Miller; Stefanie Moll; David McManus; Melissa Rodriguez; Debra Fischer; Lincoln Bisbee; Robert Sheeder; Ami Wynne; Jonathan Lotsoff; Douglas Hart; Jennifer Zargarof; Sari Alamuddin; Michael Burkhardt; Christopher Parlo; Michael Puma; Richard Rosenblatt; Jocelyn Cuttino

Testimonials

‘The Morgan Lewis team is adept at providing practical, business-minded legal solutions to even the thorniest issue. Without fail, the MLB lawyers across the country are responsive, skilled, and approachable.’

‘We have had consistently positive results in our wage and hour class/representative cases. Morgan Lewis has been efficient, effective and very responsive. They are my go-to firm for these cases.’

‘Barbara Miller is an expert in wage and hour defense; very responsive and nice.’

‘Responsive with practical advice.’

‘MLB has a deep bench of diverse, talented, pragmatic litigators who are also well-versed, pragmatic client counselors. They realize that employment/labor disputes and counseling are one in the same and take a risk-balanced, pragmatic approach to their work. They have an incredibly deep bench, and are experienced in nearly every geographic market in the US and the main markets abroad that I require coverage in. They are wired into the US regulators, with a deep bench of former regulators from both sides of the aisle, and staff with thought leaders in the space. They bring instant credibility to any defense and every plaintiffs counsel and court know and respect them in a way that cuts through the noise to get to the right outcome.’

‘Morgan Lewis is our go-to firm for employment defense. They provide a level of expertise and value that you simply can’t get from any other firm.’

‘Lincoln Bisbee displays a level of professional acumen and judgment that other attorneys don’t provide. He is creative in finding solutions to complex litigation problems.’

‘The MLB team that I work with is incredibly responsive. Their expertise, particularly in the area of collective actions, PAGA matters and complex litigation has been impressive. In addition, I have a primary relationship partner who I can funnel various issues through easily. When I work with the MLB team, I know that I’m in good hands.’

‘The individuals respond almost immediately; they are extremely knowledgeable, and give sound legal advice, with a good understanding of our business needs; if they don’t know the answer, they are quick to identify a subject matter expert; and they are genuinely nice people to work with.’

‘Solid advice and timely responses to questions posed.’

‘Robert Sheeder is well-informed across the labor and employment law spectrum. His advice and counsel concerning labor relations is well-received at all levels.’

‘Professional and knowledgeable. Strategic.’

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

Delta Air Lines Inc.

General Motors

JPMorgan Chase Bank NA

Maxim Healthcare Services

McDonald’s Corporation

MetLife

Morgan Stanley

Novo Nordisk Inc

Pacific Maritime Association

Toyota Motor Sales USA

Uber Technologies

United States Soccer Federation

Ultimate Fighting Championship

WeWork

Labor-management relations Tier 1

Morgan, Lewis & Bockius LLP fields a highly experienced team, which is regularly engaged on labor matters by a range of notable companies including Boeing Company, General Motors and Marriott. While the team covers the full gamut of related matters, the group has particular experience in acting before agencies and representing clients in labor disputes; the practice is also well versed in labor unions issues including collective bargaining work and corporate campaigns. The practice is headed up by former NLRB-member Harry Johnson in Century City and Philadelphia-based Joseph Ragaglia. Practitioners in Washington DC include disputes expert Jonathan Fritts and the 'exceptionally talentedPhilip MiscimarraSteven Wall in Philadelphia has a strong focus on union corporate campaigns, while Daniel Bordoni in Washington DC and Los Angeles-based Nicole Buffalano have expertise in matters relating to the NLRA. Washington DC-based David Broderdorf made partner in October 2020.

Practice head(s):

Joseph Ragaglia; Harry Johnson

Other key lawyers:

Philip Miscimarra; Jonathan Fritts; Daniel Bordoni; Steven Wall; Nicole Buffalano; Ross Friedman; David Broderdorf

Testimonials

‘The breadth and depth of knowledge within the firm’s traditional labor practice is exceptional and includes several former NLRB members, which provides great perspective. The advice is solid from a legal perspective, but also practical. They help the company solve problems.’

‘Joe Ragaglia is a favorite – not just in the traditional labor space, but overall. He is smart, practical, engaged and doesn’t take himself too seriously. He thinks of situations as “we” vs. “you”. I hate having issues that necessitate working with him, but I always enjoy the opportunity to do it. I always learn.’

‘I appreciate the deep labor/NLRB expertise brought by Morgan Lewis compared to others.’

‘Phil Miscimarra is exceptionally talented and a real expert in his field. I really enjoy working with him, learning from him, and the way that he knows our collective bargaining agreements so deeply.’

‘Steven Wall has excellent insights across a wide range of labor issues and we also call him with our most important matters.’

Key clients

Boeing Company

DaVita, Inc.

General Motors

Georgetown University

Hackensack Meridian Health

Marriott International, Inc.

Triumph Group, Inc.

USMCA Independent Mexico Labor Expert Board

U.S. Soccer Federation, Inc.

W.D. Wright Contracting, Inc.

Mutual/registered/exchange-traded funds Tier 1

Morgan, Lewis & Bockius LLP is known for its  strong ETF practice, where Washington DC-based John McGuire is heavily involved in the establishment and representation of several of the market's biggest names, both on the more typical regulatory issues, as well as more novel matters. Of note, he recently acted for Precidian Investments in seeking exemptive relief from the SEC to permit an actively managed ETF that does not disclose its portfolio holdings daily. Mcguire leads the registered funds practice alongside Philadelphia-based Timothy Levin, who is highly active in the field of new product development, recently advising on a turnkey mutual fund focused on investing in alternative funds; and Roger Joseph, who focuses primarily on regulatory matters and operates from Boston. The team continues to grow from the bottom up, with the promotions of David Freese and Joseph Yanoshik to the partnership, both of whom practice out of the Philadelphia office, where the former focuses on fund launches and the latter on regulatory work. Laura Flores is another key figure within the team, with a practice that spans the full range of regulatory, transactional and compliance issues.

Practice head(s):

John McGuire; Timothy Levin; Roger Joseph

Other key lawyers:

Laura Flores; Barry Hurwitz; Toby Serkin; Christopher Menconi; Lea Anne Copenhefer; Thomas Harman

Testimonials

‘Morgan Lewis, and Bockius is hands-down the exceptional firm in the asset management/investment funds space. Every partner and associate I deal with has deep expertise, excellent communication, is creative and collaborative, and are generally just nice people I enjoy working with. I often ask for subject matter experts to work with and am always happy with the depth of knowledge among their partners and associates.’

‘Tim Levin is an invaluable resource with exceptionally deep and broad knowledge across the space and an uncanny ability to whittle a complicated issue down to easy to digest pieces of information. Absolutely could not do my GC job without him.’

‘Rob Goldbaum and Nathan Pusey on the M&A side are unquestionable leaders in the space; incredibly creative with solutions.’

‘Sarah Bouchard is my go-to for employment law – incredibly smart, has a practical approach to solutions and risk.’

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/Franklin Templeton

Amundi Pioneer Asset Management

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

Transamerica Funds

World Gold Council

Precidian Investments

Brinker Destination Funds

BNY Mellon Investment Management/BNY Mellon ETF Trust

UOB Hampshire US REIT

Aquila Group of Funds

1251 Capital Group

Virtus Investment Partners

Manning & Napier, Exeter Trust

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

Morgan, Lewis & Bockius LLP maintains its 'top-shelf' reputation in the tax-exempt organizations space, and excels in all aspects of tax matters, governance issues, and corporate transactions for non-profits. Based in Washington DC the practice is managed by market leaders Celia Roady who is highlighted as the 'dean of the non-profit bar'. The group operates within the firm's larger global tax practise based in Silicon Valley, and is able to leverage expertise to advise large non-profit clients on tax compliance and audits. Also recommended in the team is Alexander Reid, a contact for planning and structuring transactional matters for tax-exempt organizations. The core team also includes experienced associates Caroline Waldner who counts funds and trade associations as clients, and corporate contact Shira Helstrom who advises on mergers, acquisitions, and  joint ventures. Miranda Lindl O’Connell in the San Francisco office is the contact for investment management matters. Other niche areas for the group include cyber security and data privacy. Tomer Inbar and Megan Bell joined the firm from Patterson Belknap Webb & Tyler LLP in March 2021, but Matthew Elkin left for Baker & Hostetler LLP in August 2021.

Practice head(s):

Celia Roady

Other key lawyers:

Caroline Waldner; Shira Helstrom; Miranda Lindl O’Connell; Tomer Inbar; Megan Bell; Alexander Reid

Testimonials

‘Morgan Lewis is top shelf. Celia Roady provides unparalleled advice in the nonprofit sector. Their knowledge of nonprofit and tax law is first rate, as you would expect. Their ability to provide practical and strategic advice based upon decades of experience, a broad base of exceptional clients in the nonprofit space, deep corporate law experience, and leadership in forward thinking seminars on critical issues is unparalleled. Because their practice is part of a larger integrated Firm, they can also quickly and efficiently bring to bear broad ranges of expertise, from cutting edge #metoo/workplace discrimination advice/litigation to federal legislative concerns.’

Celia Roady has to be the dean of the non-profit bar. I value her wise counsel, in addition to her expertise of non-profit and tax law, above all others. Her accessibility is amazing, and her commitment to getting to the right answers for her clients is outstanding. Truly gifted at giving C Suite and board level advice.

Outsourcing Tier 1

Morgan, Lewis & Bockius LLP's outsourcing covers the gamut of work in this area, advising clients on the outsourcing of financing and accounting services, IT systems, and maintenance, repair and operating functions. Of particular note, the team is regularly advising on markedly large-scale outsourcing arrangements spanning multiple US states and often multiple countries. Among its recent highlights, the team advised The Vanguard Group on two major transactions, involving a strategic partnership to integrate technology into its Washington DC retirement plan administration, as well as outsourcing the development of Vanguard's website. It also acted for Genpact on a number of outsourcing matters, including the accounting outsourcing for operations in three continents. Barbara Melby and Michael Pillion jointly chair the practice from the Philadelphia office. New York-based Vito Petretti is another key contact.

Practice head(s):

Barbara Melby; Michael Pillion

Other key lawyers:

Vito Petretti

Testimonials

Morgan Lewis’ outsourcing practice is wonderful! The team are responsive, skilled, thorough, practical and kind. They have great depth in their practice and considerable bandwidth to handle a variety of matters many of which involve quite a bit of volume. They keep up with industry trends and are proactive in helping their clients to address issues before they actually become issues for their clients. They are also very enjoyable to work with‘.

Key clients

AmerisourceBergen

Aramark

Becton, Dickinson and Company

The Clearing House Payments Company

Colgate-Palmolive Company

Genpact

HSBC

Jackson National

Merck

Navient Corporation

NiSource

SEI Investments Company

The Vanguard Group

Product liability, mass tort and class action - defense: toxic tort Tier 1

Morgan, Lewis & Bockius LLP has attained a significant presence in the toxic torts space with a focus on clients in the energy and manufacturing sectors. The practice's strengths lie in major toxic torts disasters. In its defense of SoCalGas and Sempra Energy in matters arising from a natural gas leak the firm has recently defeated plaintiffs’ claims alleging that the existence of the client’s gas storage facility itself constituted a permanent nuisance. The team also focuses on insurance recovery; this is an area of expertise for Paul Zevnik, one of the leads of the practice based in Washington DC. Deputy leader Yardena Zwang-Weissman in L.A. is a name to watch in the toxic torts space.

Practice head(s):

Paul Zevnik; Yardena Zwang-Weissman

Other key lawyers:

Brady Edwards; Nagwa Hultquist; David Schrader; Daniel Chefitz

Key clients

Southern California Gas Company

Covil Corporation

NiSource, Inc.

LTI Holdings, Inc./Boyd Corporation

Santa Fe Braun, Inc./The Braun Trust

Schnitzer Steel Industries, Inc./MMGL, LLC

PepsiCo, Inc./Pepsi-Cola Metropolitan Bottling Company, Inc.

Zimmer Biomet Holdings, Inc.

Structured finance: securitization Tier 1

The securitization team at Morgan, Lewis & Bockius LLP is praised for its ‘remarkable depth of knowledge and foresight to anticipate where the market is trending‘. Jointly led by Reed Auerbach in New York and Jeffrey Johnson in Washington DC, the group is called upon by financial institutions to advise on the most novel transactions, recently assisting Goldman Sachs and Credit Suisse with their participation, as loan agents, in the Federal Reserve’s TALF program. Indeed, ABS and MBS are areas of strength for the practice group, though the team is becoming increasingly well known in the CLO space, where Paul St. Lawrence in Washington DC is a key contact. Also recommended are New York-based Matthew Joseph, who has experience advising issuers and underwriters on public and private ABS placements; and Washington DC’s Geordie Herald, who focuses on CMBS and RMBS transactions.

Practice head(s):

Reed Auerbach; Jeffrey Johnson

Other key lawyers:

Matthew Joseph; Steve Levitan; Geordie Herald; Paul St. Lawrence; Mark Riccardi; Cory Barry; Steven Becker

Testimonials

‘The depth of knowledge within Morgan Lewis’ securitization team is remarkable. The team has the historical knowledge to understand the issues shaping today’s transactions, and foresight to anticipate where the market is trending. In addition to the technical expertise, the team excels at delivering practical, solutions oriented advice when issues on transactions arise.’

‘Geordie Herald is an expert in the RMBS market, well versed in the active platforms and their idiosyncrasies. He brings a calm gravitas to negotiations, and has the experience needed to navigate through unexpected challenges.’

‘Deep knowledge of auto finance securitization, combined with experience in other asset classes, helps sort through structuring and disclosure issues.’

‘Reed Auerbach provides excellent client service, always brings in the right firm resources, and is a practical problem solver.’

We value Phil Russell for his encylopedic knowledge, calm demeanor in every situation and keen ability to analyze novel issues.

Key clients

Verizon

Navient

Toyota

BMW

Goldman Sachs

Morgan Stanley

Deutsche Bank

Credit Suisse

Redwood Trust, Inc.

Jefferies

US taxes: contentious Tier 1

Morgan, Lewis & Bockius LLP’s bench of contentious tax lawyers includes a number of well-known names in the transfer pricing space; John Magee, co-head Sanford Stark, Saul Mezei and newly promoted partner Terrell Ussing in Washington DC; Tom Linguanti in Chicago; and co-head Barton Bassett and Rod Donnelly on the West Coast, are all noted in this space. Among its recent highlights, the team has been involved in multibillion-dollar litigation against the IRS on behalf of Coca-Cola and Western Digital. William Nelson in Washington DC and Philadelphia-based Daniel Carmody (who joined the team from PricewaterhouseCoopers) are noted for their expertise in partnership disputes, particularly for controversy proceedings surrounding asset valuations. New York-based Mary Hevener is a go-to name for payroll tax and employee benefits tax litigation, while Alex Sadler in Washington DC is a leading name for R&D tax credit controversy. The client roster comprises a mix of multinational corporates, partnerships, foundations and high-net-worth individuals.

Practice head(s):

Barton Bassett; Sanford Stark

Other key lawyers:

John Magee; Saul Mezei; Terrell Ussing; Rod Donnelly; William Nelson; Daniel Carmody; Mary Hevener; Alex Sadler

Testimonials

‘Sanford Stark is very knowledgeable and accessible. He is quick to tap into the expertise in his network and is very responsive. He understands our business well and keeps an eye out for opportunities or issues.’

Key clients

The Coca-Cola Company

Perrigo Company

Western Digital Corporation

Innovation Ventures LLC, Manoj Bhargava

Maxim Healthcare Group

Medtronic plc

Best Buy Co., Inc.

Workplace and employment counseling Tier 1

Morgan, Lewis & Bockius LLP is highly regarded for fielding an 'incredibly deep bench', which has experience in advising clients from the retail and e-commerce, financial services, pharmaceuticals, transportation, food and hospitality industries. Across the US, practitioners are able to assist with local and federal regulations, employment policies and compliance issues across the full range of matters. Practice head Grace Speights in Washington DC is an expert in investigating and defending discrimination claims, and Boston's David Bowman has noteworthy expertise in conducting workplace training. Chai Feldblum and Sharon Masling, both in Washington DC, can draw on experience from working at the EEOC, and David McManus, based in Boston and New York, is a key crisis management contact. Princeton's Michelle Silverman and Terry Johnson as well as Michael Schlemmer in Silicon Valley and Kathryn McGuigan in Los Angeles are also prominent names. Ami Wynne reinforced the Chicago office in February 2020, joining from Sidley Austin LLP.

Practice head(s):

Grace Speights

Other key lawyers:

Chai Feldblum; Sharon Masling; David Bowman; Ami Wynne; Jacqueline Aguilera; Kathryn McGuigan; David McManus; Douglas Schwarz; Michelle Silverman; Terry Johnson; Michael Schlemmer; Susan Harthill

Testimonials

‘MLB has a deep bench of diverse, talented, pragmatic litigators who are also well-versed, pragmatic client counselors. They realize that employment/labor disputes and counseling are one in the same and take a risk balanced, pragmatic approach to their work. They have an incredibly deep bench, and are experienced in nearly every geographic market in the US and the main markets abroad that I require coverage in. They are wired into the US regulators, with a deep bench of former regulators from both sides of the aisle, and staff with thought leaders in the space. They bring instant credibility to any defense and every plaintiffs counsel and court know and respect them in a way that cuts through the noise to get to the right outcome.’

‘Concise and cogent advice delivered timely in response to questions posed.’

‘Professional and knowledgeable. Strategic.’

Key clients

Gap Inc.

Toyota Motor North America

Alternative/hedge funds Tier 2

Morgan, Lewis & Bockius LLP is active on both sides of the funds market, with notable managers such as AQR and Goldman Sachs among its client list, in addition to large-scale investors such as state pension systems. The practice is led from New York by Jedd Wider, who primarily focuses on GP-side work, including structuring and formation of funds as well as handling operational matters. Cross-border work is another core component of the firm's offering, with the US team frequently handling matters alongside colleagues in Singapore and the UK. On the investor side, Christopher Dlutowski is the name to note, while in Boston, Stephen Tirrell is recommended for derivatives work. The firm has seen several personnel changes in 2020: Brendan Kalb left for an in-house position with ExodusPoint, and Steven Giordano and Omar Hemady left for WilmerHale; but Jeffrey Boujoukos and Donald Waack joined the firm from the SEC and Mayer Brown, respectively.

Practice head(s):

Jedd Wider

Other key lawyers:

Christopher Dlutowski; Stephen Tirrell; Jeffrey Boujoukos; Donald Waack

Key clients

AQR Capital Management

Calamos Wealth Management, LLC

California Public Employees’ Retirement System (CalPERS)

Capula Investment Management LLP

Credit Suisse Hedging-Griffo

Davidson Kempner

ExodusPoint Capital Management

Fortress Investment Group

Geode Capital Management

The GreensLedge Group

Goldman Sachs

Innocap Investment Management

Lone Alpha Capital Management

M2M Capital Management

Millennium Management

Morgan Stanley

Cartel Tier 2

Morgan, Lewis & Bockius LLP guides clients right through from the initial investigation stage into final resolution, including follow-on litigation. It acts for clients in a large number of global investigations initiated by the DOJ. Philadelphia-based Steven Reed and DC-based colleagues Jon Roellke and Clayton Everett, Jr - who leads the cartel sub-group - jointly head up the overall practice group. In DC, Everett excels in securing declinations or leniency for clients, while Scott Stempel blends his follow-on litigation work with investigation savvy. Located in Boston, Daniel Savrin ‘is an outstanding competition lawyer’, one whose litigation expertise similarly complements his fluency in investigations and enforcement actions.

Practice head(s):

Steven Reed; Jon Roellke; Clay Everett, Jr

Other key lawyers:

Scott Stempel; Daniel Savrin

Testimonials

‘Daniel Savrin and his team are practical and efficient when providing antitrust advice. They have an incredible amount of expertise, and time and time again demonstrate their ability to address complex issues efficiently and in a value-oriented manner.’

‘Dan Golberg and Daniel Savrin have represented us for a very long time. Daniel has moved into the lead and is an outstanding competition lawyer who does an excellent job advising us on complex matters involving antitrust law.’

‘Great expertise, experience, and results.’

‘They deeply understand not only the product/market in question, but also culture/protocol of the Japanese auto parts industry, and such deep understanding made our pleadings stronger/more persuasive.’ 

‘J. Clayton Everett, Jr. quickly understands the case and client’s needs, and always provided precise and effective support in a timely manner.’

Key clients

BMW Group

Civil litigation/class actions: defense Tier 2

Spread across offices in Washington DC, New York, Philadelphia, San Francisco and Boston, Morgan, Lewis & Bockius LLP has built a stellar reputation for assembling cross-office teams to handle large, resource-heavy, multi-district cases. Held in high esteem for his expertise in price-fixing in the generic pharmaceutical industry, Philadelphia-based Steven Reed co-leads the 'knowledgeable and efficient' group, alongside Jon Roellke, who focuses on representing financial services clients in class actions alleging the manipulation of financial benchmarks. Additionally, New York-based Stacey Anne Mahoney is active across a range of sectors, including pharmaceuticals, real estate and financial services, whereas Brendan Fee, in Philadelphia, focuses on litigation in the tech and energy industries.

Practice head(s):

Steven Reed; Jon Roellke

Other key lawyers:

Stacey Anne Mahoney; Brendan Fee

Testimonials

‘The Morgan Lewis team is knowledgeable and efficient. Great partners, very responsive, and a pleasure to deal with.’

Key clients

Blue Cross Blue Shield of Louisiana

BMW North America LLC

Breckenridge Pharmaceutical, Inc.

Cigna Corporation

Comcast Cable Communications

Gentex Corporation

Glenmark Pharmaceuticals Inc.

Google LLC

Independence Blue Cross LLC

Merck & Co. Inc.

Morgan Stanley

Pacific Maritime Association

Perrigo Company Plc

Phoenixus AG

Qualcomm Incorporated

Realogy Holdings Corp.

Shell Oil Company

Sumitomo Mitsui Banking Corporation

Sun Pharmaceutical Industries Ltd.

SZ DJI Technology Co. Ltd.

Takeda Pharmaceuticals

TDK USA Corp.

Teva Pharmaceuticals

The Clearing House Payments Company, LLC

Tradeweb Markets LLC

Uber Technologies, Inc.

USA Cricket

Vyera Pharmaceuticals

Copyright Tier 2

Morgan, Lewis & Bockius LLP handles a full range of contentious and non-contentious IP matters for clients in the areas of advertising, fashion, media, and artwork. In this space, the team regularly advises on DMCA compliance and fair use and has also litigated in significant copyright infringement class actions. Based in Washington DC, copyright practice leader Karen Butcher is particularly experienced in IP-driven transactions. Other key figures include Kevin Fee, who acts as lead trial counsel in major copyright cases, and in San Francisco, IP litigator John Polito, who advises on copyright claims related to software, mobile devices, and online content. Notably, Nicholas Bolter joined the team in London from Cooley LLP in July 2020, along with other key members of his team working on US-facing IP matters.

Practice head(s):

Karen Butcher; Kevin Fee; John Polito

Other key lawyers:

Nicholas Bolter

Key clients

Civeo Corporation

Talix

American Society for Testing and Materials d/b/a ASTM International

Nationwide Insurance Company of America

Eileen Grays LLC

Center for Workplace Compliance

International Code Council

International Code Council and American Society of Civil Engineers

Tilly’s

Oracle America, Inc. and Oracle International Corporation

Cornershop Technologies, Inc., Cornershop Technologies LLC, and Delivery Technologies US, Inc.

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

The team at Morgan, Lewis & Bockius LLP has notable strength in acting for senior executives and management teams, and is retained by a client roster of corporate clients in the construction, consumer goods, financial services, technology, retail and energy sectors. Recent highlights for the employee benefits and executive compensation team included New York-based Gary Rothstein leading advice to a global financial consulting firm and its senior executive team on its $4.2bn sale by a private equity firm to a consortium led by Stone Point Capital and Further Global. In Pittsburgh, Randall McGeorge is a key name for multi-employer plan matters, with a core focus on withdrawal liability issues.

Practice head(s):

Craig Bitman; Amy Pocino Kelly

Other key lawyers:

Gary Rothstein; Randall McGeorge; Ryan Montgomery

Key clients

Management Team of Genesee & Wyoming

Vertiv Group Corporation

Maersk, Inc.

Macquarie Capital Group

Management Group of Brinker Capital

Compensation Committee of Fiserv Inc.

Energy regulation: oil and gas Tier 2

Morgan, Lewis & Bockius LLP has an active presence in the oil and gas space and assist clients with siting, certification and approval of new oil, natural gas, and gas-fired generation projects. The team also has experience in tariff and ratemaking cases. Kirstin Gibbs is the 'go-to partner' in the team. She focuses on FERC compliance and enforcement issues, and has represented clients such as Shell Trading and Equinor Natural Gas rate and tariff cases before the FERC and state regulators. Pamela Wu is a standout associate in the team.

Practice head(s):

Kathryn Sutton; Stephen Spina

Other key lawyers:

Kirstin Gibbs; Pamela Wu; Levi McAllister

Testimonials

‘Morgan Lewis has a very strong background working with FERC and other regulatory bodies. We have used them multiple times to help with pipeline protests and advocacy. They understand the difference between us needing to just double-check something vs us wanting them to completely take the lead. They are clear about their rates and I’ve not had an unwanted surprise billing from them.’

‘Kirstin Gibbs is our go-to partner. She is efficient and she understands the need for a quick turnaround. With some of the other firms we deal with, I couldn’t even consider going to them for an urgent matter because the red tape takes too long. She doesn’t load up the matter with lots of additional attorneys; she brings in the right number of people.’

Key clients

Cheniere

South Jersey Industries and affiliates

Shell Trading (US) Company

Equinor Natural Gas and affiliates

Duke Energy

Spire Storage West, Spire Marketing, and Spire Midstream

Piedmont Natural Gas

Kinder Morgan/Hiland

Diversified Gas & Oil

Ares Management

New Brunswick Marketing Corp./ Nova Scotia Power Inc.

Energy transactions: conventional power Tier 2

Co-headed by John Klauberg  and Richard Filosa in New York and Boston, respectively, Morgan, Lewis & Bockius LLP's 23-partner project finance, infrastructure and natural resources team has the resources and expertise to provide a 'super responsive and solutions-oriented' service to a varied array of stakeholders, including publicly-held utilities, IPPs, developers, lenders and private equity firms engaged on the acquisition, development, sale and financing of renewables and conventional projects, irrespective of complexity or geographical location. Appreciated by clients for his 'ability to focus on the big picture, while being appropriately in the weeds on important matters', Filosa is pivotal to the firm's ability to provide strong and effective project financing expertise to clients including Ares Management, which he recently advised, alongside 'superstarMichael Müller, in connection with the development, construction, and a $420m private placement project financing of Hill Top Energy Center.

Practice head(s):

Richard Filosa; John Klauberg

Other key lawyers:

Elizabeth Hanigan; Michael Müller

Testimonials

‘Richard Filosa is super responsive, solutions-oriented and focused on the big picture while being appropriately in the weeds on important matters.’

‘Richard Filosa and Michael Müller are super stars.’

Key clients

Ares Management

Bank of America

Caithness Energy

Enmax Corporation

Korea Electric Power Corporation

National Grid

South Jersey Industries

Exelon

Environment: litigation Tier 2

Morgan, Lewis & Bockius LLP covers a broad range of environmental litigation and regulatory matters, with significant experience in mass tort related to multiparty hazardous waste lawsuits. The team is routinely retained to represent high-profile chemical and energy clients in citizen actions, Superfund and RCRA litigation as well as in natural resource damage claims. Based in Los Angeles, James Dragna heads up the firm-wide environmental practice; he is a leading figure in the field and is often called upon to assist municipalities with wastewater and water infrastructure litigation. The New Jersey litigation team is overseen by John McGahren, who is a solid performer in environmental litigation and compliance matters. Also recommended in New Jersey is Stephanie Feingold, a contact for toxic tort mass actions and multi-district proceedings.

Practice head(s):

James Dragna; John McGahren

Other key lawyers:

Duke McCall; Stephanie Feingold; Randall Levine

Testimonials

‘The Morgan Lewis Environmental Litigation team is experienced, knowledgeable about the law, knowledgeable about the plaintiffs’ attorneys and brings a practical approach to litigation and dispute management / resolution.’

‘We have had success working with John McGahren and Stephanie Feingold.’

Key clients

Southern California Gas Company

BKK Joint Defense Group

TDY and Allegheny Technologies, Inc.

Celanese Corporation and affiliates

HollyFrontier Corporation

Southern California Edison

Verizon Communications Inc.

SL Industries

The Sherwin-Williams Company

Stepan Company

Wallace Silversmiths de Puerto Rico, Ltd., a subsidiary of Lifetime Brands, Inc. (WSPR)

Handy & Harman, Handy & Harman Electronic Materials Corp., Steel Partners Holdings, L.P., and Plessey Incorporated

Environment: regulatory Tier 2

Morgan, Lewis & Bockius LLP is renowned for its environmental law capabilities, with the ability to tackle complex regulatory and compliance issues, notably those affecting refineries and large manufacturing facilities. In addition, the group excels in environmental permitting, and has a wealth of experience in issues pertaining to the federal Clean Air Act, enforcement actions and policies related to climate change. Los Angeles-based James Dragna, who often represents energy aerospace and manufacturing clients in environmental litigation and regulatory matters, heads up the practice alongside John McGahren  in Princeton. Other contacts in California include Rick Rothman in Los Angeles, whose practice encompasses environmental and energy regulations concerning air and water quality; and San Francisco-based Ella Foley Gannon, a name to note for natural resource permitting. Another standout practitioner in Los Angeles is associate David Brown, who has been involved in some of the most prominent regulatory investigations and enforcement actions in the country.

Practice head(s):

James Dragna; John McGahren

Other key lawyers:

Rick Rothman; Ella Foley Gannon; Christopher McAuliffe; David Brown

Key clients

BKK Joint Defense Group

HollyFrontier Corporation

Eagle Crest Energy

CNA Holdings LLC (Celanese)

Stepan Company

Wallace Silversmiths de Puerto Rico, Ltd., a subsidiary of Lifetime Brands, Inc. (WSPR)

The RCRA Corrective Action Project

Port Authority of New York and New Jersey

Healthcare: health insurers Tier 2

The team at Morgan, Lewis & Bockius LLP is best known for representing large healthcare plans and providers in complex litigation and class action lawsuits. Jointly led by insurance practice leader Brian Jazaeri and Washington DC-based Howard Young who manages the healthcare practice, the practice group marries industry experience with a wide range of general insurance expertise to provide comprehensive service from different angles. Other key figures in the team include Lisa Weddle and San Francisco-based Molly Moriarty Lane, both of whom represent well-known insurers in large class actions, and Taylor Day, a standout associate in the team who is building a solid reputation in the area of class actions. Named lawyers are based in Los Angeles unless stated otherwise.

Practice head(s):

Howard Young; Brian Jazaeri

Other key lawyers:

Molly Moriarty Lane; Taylor Day; Lisa Weddle

Testimonials

‘The Morgan Lewis health insurers practice is a great firm to work with. They understand the needs of insurer clients and are extremely responsive. The team in California is especially strong in an area where health insurers face a daunting range of issues. In particular, they provide their clients with standout advice on reimbursement issues and provider billing practices which will have implications across the state.’

‘Brian Jazaeri is a great lawyer to work with. We have worked with Brian for many years and he is always able to find us creative solutions to any legal issues we are facing. He is one of the leading lawyers in California in healthcare litigation and a fierce advocator for us in our litigation related matters.’

Key clients

Anthem Inc.

Cigna

Health Net of California, Inc. (Centene)

Blue Cross Blue Shield of Massachusetts

Molina

Optum

Healthcare: life sciences Tier 2

Morgan, Lewis & Bockius LLP demonstrates significant strength and capability in FDA and other healthcare regulations, as well as in IP matters. It is regularly engaged in cross-border licensing and collaboration agreements, capital markets transactions and M&A deals. The firm also introduced several applications in response to Covid-19, among them ML ClientSite and ML Parallex, to facilitate better remote client engagement and reduce costs. Washington DC-based Kathleen Sanzo leads the firm's FDA practice; while key figures for transactional IP and patent infringement work are Jeffry Mann in Boston, Princeton-based Alan Leeds, Michael Abernathy in Chicago and Benjamin Pensak in the San Francisco office. Michele Buenafe is highly recommended for digital health and med-tech issues, such as those relating to AI and mobile medical apps.

Practice head(s):

Kathleen Sanzo; Michael Abernathy; Alan Leeds; Troy Brown; Gargi Talukder

Other key lawyers:

Jeffry Mann; Michele Buenafe; Benjamin Pensak

Testimonials

‘They are incredibly responsive and give practical, thorough, thoughtful counsel.’

Key clients

Velos Bio

Eli Lilly

Innovent Biologics

Hansoh Pharmaceutical

PTC Therapeutics

Amneal Pharmaceuticals

Celgene

Engage Therapeutics

Bristol Myers Squibb

Alfred E. Mann Foundation for Scientific Research

Baxalta (affiliate of Takeda Pharmaceuticals)

Patents: licensing Tier 2

Morgan, Lewis & Bockius LLP demonstrates a particular strength in advising on the licensing aspects of high-value technology transactions, particularly in outsourcings, but also offers a substantial bench of practitioners specializing in life sciences, software, mechanical, electrical, and e-commerce and business method patents. The international giant is the advisor of choice for a number of prestigious pharmaceutical and technology companies that entrust the negotiation and drafting of research, development and commercialization agreements, their collaboration agreements, and corporate transactions, including joint ventures, to the team of practice head Louis Beardell in Philadelphia. Many of the group's matters exclusively involve the US, but the team has the expertise of its international colleagues at its fingertips for its numerous cross-border licensing mandates. The Silicon Valley-based Dion Bregman is the deputy head of the group, while Princeton's Alan Leeds heads the life sciences transactions practice, with San Francisco's Benjamin Pensak acting as his deputy. Rahul Kapoor, also in Silicon Valley, is well known for his strong licensing expertise. Pittsburgh's Peter Watt-Morse is also recommended.

Practice head(s):

Louis Beardell; Dion Bregman; Alan Leeds; Benjamin Pensak

Other key lawyers:

Rahul Kapoor; Peter Watt-Morse

Testimonials

‘Morgan Lewis’ team is responsive, strategic, and practical.’

‘We found industry knowledge stronger than in comparable firms.’

Key clients

Celgene Corporation

Eli Lilly & Co.

Evolve by Nature

Kite Pharmaceuticals

Mei Pharma

National Comprehensive Cancer Network (NCCN)

NBE Therapeutics Ltd.

Regeneron Pharmaceuticals

SanDisk

Sandvik

Xencor, Inc.

Patents: prosecution (including re-examination and post-grant proceedings) Tier 2

Morgan, Lewis & Bockius LLP specializes in strategic, high-stakes patent prosecution for US and international clients. Focused on the technology and life sciences sectors, the practice is well suited to prosecution matters requiring a trained commercial and transactional eye as the firm's wider licensing and corporate practice are closely linked to the patent group. Consequently, start-ups and growth companies as well as large multinationals rely on the expertise of Philadelphia-based practice head Louis Beardell and his team, which includes deputy practice head Dion Bregman in Silicon Valley. The strong PTAB practice is a clear asset for clients, as the team's litigation prowess can easily be leveraged for the different PTAB proceedings, including reexaminations, inter partes reviews, and post-grant reviews. The patent support unit includes paralegals, patent administrators and docketing specialists who are in charge of the management of global patent portfolios. For smaller companies, the firm offers its business operations team BizOps that assists with pricing matters, data issues, and staffing matters. Mark Itri in Orange County is another key contact. Washington DC, San Francisco and Boston are the firm's other significant patent hubs in the US. Janice Logan in Washington DC brings her Ph.D. in biomedical engineering and her B.S. in materials science and engineering to her prosecution, due diligence, and litigation practice.

Practice head(s):

Louis Beardell; Dion Bregman

Other key lawyers:

Stephen Altieri; Gary Williams; Robert Smyth; Gargi Talukder; Janice Logan

Testimonials

‘One of the unique features of Morgan Lewis’ team for patent prosecution is its creativeness and flexibility formed upon their vast knowledge about the USPTO practice. The team does not simply represent clients but rather work with the client as a team. They think strategically from the view point of clients not only considering legal matters, but also business requirements. This makes a big difference especially in a case where a longstanding relation is established between Morgan Lewis and clients.’

‘Their strength resides both in patent prosecution and post-grant proceedings. This enables the team to provide a comprehensive and strategic services to their clients.’

‘Janice Logan’s strength resides in her professional hospitality, which means she really thinks about what she can provide to her clients to achieve their goals. Her consideration is very comprehensive – a business goal, budget, relevant laws, business circumstance, etc. She has a technical background of biotechnology, but her enthusiasm enables her to work on variety of technologies such as AI.’

‘The team provides strategic, but practical counsel to our patent portfolio with strong partnership and keen understanding of business.’

‘The attorneys in Morgan, Lewis & Bockius LLP work very quickly. Especially, Janice Logan has an outstanding ability in patent prosecution and litigation. She also has outstanding management skills. She always thinks from client’s point of view. I fully rely on her.’

‘This team is extremely strong in drafting and prosecuting biotechnology-related patent applications. Importantly, the team takes a portfolio view and has helped us make strategic decisions during drafting and prosecution to maximize the overall value of our patent estate.’

‘Stephen Altieri stands out as an exceptional patent attorney who has managed our patent portfolio as it has grown from one patent to more than ninety over the last ten years. We value Steve’s deep understanding of the science and technology, his ability to successfully prosecute and interview cases, and his adeptness at drafting valuable claims and prosecuting them to grant.’

‘The most noticeable advantage of Morgan, Lewis & Bockius LLP is its strong team with more than 200 members in the intellectual property practice. Aside from this, our cooperation always ends up with satisfaction thanks to their professionalism. They provide full services in prosecution and the specialties of lawyers and professionals covered almost all the technical fields.’

‘Janice Logan has a great sense of responsibility for the cases she handles and the clients she serves. She always provides us with helpful and professional advices and responses swiftly to clients.’

‘The prosecution quality is very high.’

‘Provide the best quality from the client’s perspective.’

‘Stephen Altieri is outstanding; far and away the best patent attorney with whom I have worked in career. Steve is highly skilled. He writes outstanding patent applications with valuable and defensible claim structures. And, he puts the applications together remarkably quickly, within one day if warranted. His prosecutions are very effective. Steve also has an unequaled capacity to understand the nuances of the science presented to him and to identify those aspects that would be most valuable and protectable. Finally, Steve is readily approachable and always available to speak.’

‘Strong team, providing strategic and thoughtful advice.’

Key clients

Daicel Corporation

Factor Biosciences

Kartos Therapeutics

NBE Therapeutics

rideOS, Inc.

S-Alpha Therapeutics, Inc.

Shattuck Labs

Tanium Inc.

Volta Charging, LLC

Securities litigation: defense Tier 2

The experienced litigation and enforcement specialists at Morgan, Lewis & Bockius LLP are sought after by a diverse array of public and private companies, financial institutions, underwriters, and officers and directors for high-stakes matters in federal and state courts. Contacts in the Boston office include Timothy Burke, who is practice area leader for securities enforcement and litigation, and head of securities litigation Jordan Hershman. Hershman and up-and-coming partner Emily Renshaw (also in Boston) obtained a rare dismissal from the bench of securities class action claims filed against generic pharmaceuticals producer Teva Pharmaceutical Industries and many of its current and former officers and directors. Jeff Boujoukos, who is Burke's deputy, joined from the regional office of the SEC and is the main contact in Philadelphia. The vastly experienced Charlene Shimada in San Francisco also play key roles in the firm's nationwide litigation and enforcement practice. She secured two major victories for underwriters of Chinese search engine operator Sogou's IPO.

Practice head(s):

Timothy Burke; Jeff Boujoukos; Jordan Hershman

Other key lawyers:

Emily Renshaw; Charlene Shimada

Key clients

J.P. Morgan Securities LLC

Cowen and Company, LLC

BMO Capital Markets Corp.

ODN Holding Corp.

Synchronoss Technologies, Inc.

Tempur Sealy International, Inc.

Teva Pharmaceuticals Industries Ltd.

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jefferies LLC and Jefferies International Limited

Covetrus, Inc.

Zyla Life Sciences

Structured finance: derivatives and structured products Tier 2

Morgan, Lewis & Bockius LLP's investment management department advises end-users involved in the financial services, energy and agricultural sectors on transactional, regulatory and enforcement matters arising from derivatives. The team's transactional service covers cleared and uncleared over-the-counter swaps, forwards, futures and options, as well as repurchase transactions. As for regulatory and enforcement matters, the team has substantial experience matters involving the SEC, FERC and the National Futures Association. Jointly leading the group are Thomas D’Ambrosio in New York, a veteran of derivatives and structured transactions; and Chicago's Michael Philipp, whose practice includes exchange-traded and over-the-counter derivative instruments and the regulation of cryptocurrency. Edwin Smith in Boston is a contact for repo transactions. In August 2020, Brendan Kalb took up an in-house position at ExodusPoint Capital, which remains a client of the firm.

Practice head(s):

Thomas D’Ambrosio; Michael Philipp

Other key lawyers:

Edwin Smith; Paul St. Lawrence; Katherine Dobson Buckley; Ignacio Sandoval; Sarah Riddell

Testimonials

‘Morgan Lewis provided extremely helpful webinars when COVID-19 first surged, showing their superior knowledge of the investment management, hedge fund and derivatives spaces.’

‘Thomas D’ambrosio is one of the best to work with in the derivatives space. Extremely knowledgeable, always punctual and able to find creative solutions.’

Key clients

Ameren

Corporate Office Properties Trust

Denny’s Corporation

Guernsey Power Station LLC

Birdsboro Power LLC

Indeck Niles LLC

BNP Asset Management

Bitfinex

Exodus Point Capital Management

Citadel

Entergy Corporation

NextEra Energy, Inc.

American Water Works Company

KalshiEX Inc. (Kalshi)

Merrill Lynch

Technology transactions Tier 2

Morgan, Lewis & Bockius LLP has a diverse practice group that is well versed in helping clients commercialize technology assets across a range of industries and emerging technologies. Recent highlights include representing Sabre Airline Solutions in a strategic $2bn partnership agreement with Google, and also on its IT services agreement with DXC Technology. In the financial services space, the team advised The Vanguard Group on a ten-year $2bn strategic partnership with Infosys, while, in the life sciences sector, it advised Merck Digital on a joint venture agreement with Palantir. Global head Barbara Melby and Michael Pillion are key market figures based in Philadelphia. Silicon Valley-based partner Rahul Kapoor and New York's Vito Petretti are also highly experienced. Doneld Shelkey in Boston is recommended for e-gaming and e-sports transactions.

Practice head(s):

Barbara Melby; Michael Pillion

Other key lawyers:

Rahul Kapoor; Vito Petretti

Testimonials

‘The Morgan Lewis Technology practice is wonderful! They are responsive, skilled, thorough, practical and kind. They have great depth in their practice and considerable bandwidth to handle a variety of matters many of which involve quite a bit of volume. They keep up with industry trends and are proactive in helping their clients to address issues before they actually become issues for their clients. They are also very enjoyable to work with. This is also true for their Outsourcing practice. I work with the same individuals on both types of transactions. So my comments would be the same.’

‘I work with Barbara Melby and Vito Petretti the vast majority of the time. We have also had the opportunity to work with Michael Pillion and Morgan Richman.’

Key clients

AmerisourceBergen Corporation

Anthem

Cornelis Networks

Colgate-Palmolive Company

CorVel Corporation

Gap Inc.

Merck Digital

Navient Corporation

Nisource

Pearson

Ravenswood Solutions

Sabre Airline Solutions

SanDisk Corporation

SEI Investments Company

The Clearing House

The Vanguard Group

United Microelectronics Corp. (UMC)

Telecoms and broadcast: regulatory Tier 2

Morgan, Lewis & Bockius LLP has a solid reputation for representing Chinese clients, and most notably defended Huawei against certain security threat accusations. The team has also been assisting China Telecom (Americas) with its expansion into the US, including navigating the sensitivities surrounding Chineses investment. Practice head Andrew Lipman led the work for both Huawei and China Telecom (Americas) and also acts for US telecoms companies, investment firms and social media companies. Fellow practice head Catherine Wang is also a seasoned adviser in this space, with experience handling regulatory approvals before state, federal and international bodies. Ulises Pin is another respected name, noted for his experience of submarine cable systems.

Practice head(s):

Andrew Lipman; Catherine Wang

Testimonials

‘The firm is extremely responsive and professional. The level of telecom and federal court law is exceptional.’

‘They are extremely knowledgeable and have tremendous amount of experience with telecom regulation.’

‘Strong blend of US domestic and international regulatory experience, particularly in the infrastructure, satellite, and hardware areas.’

Key clients

Crown Castle International

Uniti Group

Huawei Technologies

EQT AB

Hawaiki Submarine Cable

Securus

China Telecom Americas

Zayo Group

Cincinnati Bell

Facebook

Telecoms and broadcast: transactions Tier 2

Morgan, Lewis & Bockius LLP has been especially active in M&A on behalf of private equity house and telecoms companies, but has also handled a number of transactions relating to infrastructure developments. The team is jointly chaired by Andrew Lipman and Catherine Wang, both of whom has extensive experience in obtaining regulatory approval at national, regional and international levels. Lipman has led on a number of high-profile transactions, most recently assisting the US private equity firm Digital Colony Partners and Swedish infrastructure investment fund EQT AB with its £14.3bn purchase of Zayo Group Holdings Inc. Highlights for Wang have included advising FirstLight Fiber on its major expansion into the northeastern US, which involved the acquisition of five separate independent companies. Ulises Pin, who is highly skilled in the acquisition of submarine sea cables, is also recommended.

Practice head(s):

Andrew Lipman; Catherine Wang

Other key lawyers:

Ulises Pin

Key clients

Crown Castle International

Uniti Group

Huawei Technologies

EQT AB

Hawaiki Submarine Cable

Securus

China Telecom Americas

Zayo Group

Cincinnati Bell

Facebook

Trademarks: non-contentious (including prosecution, portfolio management and licensing) Tier 2

With offices on both the East and West coasts, Morgan, Lewis & Bockius LLP is well placed to advise on the full range of IP matters, including transactions, trademark portfolio management, counseling and litigation. Clients are often international high-profile corporations leading in the consumer products, food and beverages, pharmaceuticals, fashion, retail, and healthcare industries. Karen Butcher in Washington DC leads the trademark and copyright practice, advising multinationals on IP matters related to M&A, licensing, and corporate reorgnizations. She works alongside Anita Polott, an expert in managing US and international trademark portfolios, as well as trademark litigator Kevin Fee. In Boston, Josh Dalton focuses on trademark litigation, while Rachelle Dubow is an expert in counseling, licensing, and protection of trademarks. Several lawyers joined the team from Cooley LLP in July 2020.

Practice head(s):

Karen Butcher; Josh Dalton; Kevin Fee

Other key lawyers:

Anita Polott; Kevin Fee; Josh Dalton; Rachelle Dubow; Nicholas Bolter

Key clients

Anthem, Inc.

Artec Europe S.a.r.l.

Diageo PLC

Edgewell Personal Care

Evolve By Nature, Inc.

Farmers Restaurant Group / Founding Farmers

HollyFrontier Corporation

Office Depot Inc.

Restoration Robotics, Inc.

Seaside Community Development Corporation

SimpliSafe, Inc.

Urban Outfitters

Wayfair

Transport: rail and road - finance Tier 2

Morgan, Lewis & Bockius LLP's broad automotive practice works across the entirety of the automotive ecosystem, acting for traditional automakers, suppliers, technology developers and financial institutions. The firm’s automotive and mobility industry practice is led by Philip Russell, who divides his time between the firm's Chicago and New York offices. Working across the Silicon Valley and San Francisco offices, Rahul Kapoor's extensive practice includes advising on strategic alliances, joint ventures, and corporate partnering transactions in the automotive industry. In New York, Robert Dickey represents companies in the automotive and mobility sectors in critical strategic transactions; and Reed Auerbach (global head of the firm's structured transactions practice), alongside Russell, recently represented Toyota in a $1.75bn issuance of fixed-rate notes by Toyota Auto Loan Extended Note Trust 2020-1.

Practice head(s):

Philip Russell

Other key lawyers:

Rahul Kapoor; Robert Dickey; Reed Auerbach 

Key clients

BMW Financial Services NA, LLC

Toyota Motor Credit Corporation

Agero Inc.

US taxes: non-contentious Tier 2

Morgan, Lewis & Bockius LLP’s well-staffed tax group represents clients in a variety of industry sectors, including technology, telecoms, media, consumer goods, pharmaceuticals and financial services. With multiple offices nationwide, the firm offers clients seamless assistance on M&A, debt issuance, SPAC transactions, and standalone planning and structuring matters. The department is jointly led by Barton Bassett  in Silicon Valley, Daniel Nelson  in Boston and Sanford Stark in Washington DC. Nelson chiefly handles inbound investments in US real estate, while Stark has recognized expertise in transfer pricing matters. Other names to note include the Philadelphia-based Paul Gordon , who handles many of the firm’s energy sector mandates.

Practice head(s):

Barton Bassett; Daniel Nelson; Sanford Stark

Other key lawyers:

Paul Gordon

Key clients

The Hampshire Companies/UOB Global Capital

Insurance Acquisition Corp.

Far Point Acquisition Corp.

Credit Suisse

The New York Times Co. (NYT)

Amneal Pharmaceuticals

Verizon Communications Inc.

Apollo Global Management, LLC

Perrigo

E-discovery Tier 3

Morgan, Lewis & Bockius LLP’s eData group comprises legal, technical, engineering, and design professionals to provide a holistic approach to e-discovery and information governance. Often acting for large multinational businesses, the firm is well versed in litigation, investigations and transactions. The team is headed in Philadelphia by Tess Blair and Scott Milner. Blair is regularly involved in big-ticket civil litigation and DOJ investigations, while Milner is recommended for e-discovery strategy and management, acting for clients based across the globe.

Practice head(s):

Tess Blair; Scott Milner

Testimonials

‘The firm has an abundance of talent that is very bright and kept up-to-date on emerging technologies’.

‘The firm combines an excellent e-discovery practice with a superb data privacy practice’.

‘The firm has a solid global reach’.

‘A tremendous go-to person at the firm is Scott Milner, who is an e-discovery expert with broad international experience’.

‘Scott Milner is very experienced in litigation’.

‘Scott Milner travels easily and knowledgeably in both the tech and legal worlds’.

Key clients

General Electric Company (GE)

Cigna Corporation

Capital One

SAP America Inc.

Energy litigation: oil and gas Tier 3

Morgan, Lewis & Bockius LLP is an attractive choice for multinational oil and gas companies and financial services companies seeking 'top-shelf' client service in high-stakes oil and gas disputes in the US. Highlights over the review period have covered exploration and production operations, refining, distribution, marketing and retail activities. Washington DC-based Brad Fagg co-heads the energy litigation practice and focuses on contractual and regulatory disputes. Michelle Pector in Houston also co-chairs the energy litigation practice and handles commercial disputes, employment claims, supply chain disputes and more. Los Angeles-based James Dragna leads the environmental practice.

Practice head(s):

James Dragna; Brad Fagg; Michelle Pector

Other key lawyers:

Ella Foley Gannon; Bryan Killian; Winstol Carter; John Gisleson; Rick Rothman

Testimonials

‘The team in Houston understands the energy industry and its dynamics which is helpful. Their team is talented as well as strategic and they listen to their legal and business clients. The uniqueness of this team is a desire to get to a settlement or establish a litigation strategy as soon as possible, based on the merits of the case. They are never the team that wastes money and time with millions of unimportant depos or an unending motion practice. They want to get a resolution for their clients as quickly and as efficiently as possible. ’

‘Loyalty to their clients. Honesty and transparency in strategy being employed. Willing to staff in ways that make sense to clients. Most top shelf client service I have ever seen from a team.’

Key clients

ConocoPhillips Company

HollyFrontier Corporation

Mitsui E&P USA, LLC

Noble Energy, Inc.

Royal Dutch Shell and subsidiaries

Shell Oil Products US

Southern California Gas Company

Vertex Downhole

Financial services litigation Tier 3

Morgan, Lewis & Bockius LLP stands out for its work defending financial institutions in class actions under a wide range of federal and state statutes. The team is particularly involved in consumer banking litigation, and in 2020 it acted for a number of clients in litigation related to the CARES Act, particularly the Paycheck Protection Program. Michael Kraut represents major banks in varied litigation, as does Elaine McChesney in Boston. Robin Nunn joined the team in September 2020 from Dechert LLP. Securities litigator Susan DiCicco is also recommended.

Practice head(s):

Michael Kraut; Susan DiCicco

Other key lawyers:

Elaine McChesney; Robin Nunn

Fintech Tier 3

Morgan, Lewis & Bockius LLP provides a broad suite of services to its fintech clients, which include emerging and established service providers, banks and venture capital funds. The team's leadership comes from across a variety of core practice areas. In Washington DC, Andrew Ray is noted for his corporate and M&A expertise; New York's Sheryl Orr is a lead partner on the financial services side; and Boston-based Mark Stein represents several leading private equity and venture capital funds. Other key individuals include litigation partner Michael Philipp, who is experienced in cryptocurrencies, and Michael Pillion in Philadelphia, a name to note for transactions and outsourcing.

Practice head(s):

Andrew Ray; Sheryl Orr; Mark Stein

Other key lawyers:

Michael Philipp; Michael Pillion

Testimonials

‘I have worked with numerous Fintech lawyers, and Mark Stein is clearly one of the best. He is a go-to lawyer for banks in the Fintech space, so when a Fintech like mine goes to Mark for advice, I get the perspective from my point of view and the banks.’

‘I deal with the partner, Mark Stein, all the time, and he seems head and shoulders above other partners I have dealt with in this space. He also has the confidence to tell me to dial it down when I’m on a soap box about something, and he is advising me that my path is a dead end. Many lawyers will go along with strong willed customers to bill more, Mark will cut me off on the path and tell me asap if he thinks I’m off the path of success.’

Key clients

CapitalG

Sallie Mae

Lovell Minnick Partners LLC

Credit Suisse – Structured Transactions

Morgan Stanley & Co

Pakenham, Incorporated

Jumio

PayRange

General commercial disputes Tier 3

The team at Morgan, Lewis & Bockius LLP handles a range of significant disputes for large corporate clients, but is noted in particular for its expertise in class actions targeting healthcare and life sciences clients. In a recent example of this industry strength, Gordon Cooney has been acting for Teva Pharmaceuticals and various other drug companies in a multi-district litigation regarding alleged antitrust violations in the generic drugs industry. Troy Brown stands out for his strong track record in M&A-related disputes, and Elizabeth Herrington in Chicago is recommended for her experience in multi-district litigation and class actions. Michael Kichline and Washington DC-based Robin Nunn joined the team from Dechert LLP in September 2020. Named lawyers are based in Philadelphia unless stated otherwise.

Practice head(s):

Gordon Cooney

Other key lawyers:

Troy Brown; Elizabeth Herrington

Key clients

Aeroméxico

Amazon Web Services

AmerisourceBergen

Angie’s List

Anthem, Inc.

Cigna

CubeSmart

Covance Inc.

Deutsche Bank

Dr Pepper Snapple Group

Edison Energy/Altenex LLC

Expedia, Inc.

Health Net of California, Inc.

Homeaway.com

Hudson’s Bay Co.

Jackson National Life Insurance Company

JP Morgan Chase & Co.

Manus Bio

Medacta USA

MERSCORP Holdings, Inc.

Microsoft

National Gas & Electric, LLC

New-Indy Containerboard LLC

NIBCO

ODN Holding Corp.

Penn Mutual Life

Premium Point Investments

Rite Aid Corp.

Savencia

Securus Technologies

SEI Investments

Sempra Energy

Southern California Gas Company

Spark Energy, Inc. (Spark)

Teva Pharmaceuticals, USA (Teva)

The Meet Group, Inc. and Initech, LLC dba Growl

TradingScreen Inc.

Uber

Varel International

Vertiv Group Corporation

Zyla Life Sciences

Merger control Tier 3

Morgan, Lewis & Bockius LLP's active antitrust team regularly represents clients as specialist counsel across the full range of merger control matters, combining a prolific record in Hart-Scott-Rodino filings with regular success in second requests investigations and merger defense proceedings. The team is a repeat antitrust adviser to Apollo Global Management on its global M&A work, and also has standout expertise in the healthcare and life sciences fields, notably representing Pfizer in securing clearance for its merger of UpJohn with Mylan. The team is jointly led by Steven Reed in Philadelphia, Washington DC's Jon Roellke, and New York-based Harry Robins, who also leads the firm's transactional antitrust practice, and is noted for his expertise in HSR filings. Washington DC's Jonathan Rich defends mergers before the DOJ and FTC, and also coordinates global merger approvals in a variety of industries.

Practice head(s):

Steven Reed; Jon Roellke; Harry Robins

Other key lawyers:

Jonathan Rich; Ryan Kantor

Testimonials

‘Strong in health care, especially with DOJ alum, Ryan Kantor, who is very strong, and group leader Steve Reed, who brings a wealth of experience in litigation, particularly in pharma-related antitrust matters.’

Key clients

Alphabet/Google

Amerisource

AP Moller Maersk

Apollo Global Management LLC

Aurobindo Pharma Ltd.

Blue Cross and Blue Shield of Louisiana

Celgene

Digital Colony Partners

EQT Partners

Fanatics

Hitachi Metals

Intercontinental Exchange

Merck & Co. Inc.

McGraw Hill

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.

Teleflex

Transcontinental

Zoetis Inc.

Patents: litigation (full coverage) Tier 3

Morgan, Lewis & Bockius LLP impresses with its comprehensive patent litigation offering, spanning the country's most significant district courts, the ITC, the Federal Circuit and the PTAB, with the latter practice including inter partes reviews, re-examinations, reissue applications and covered business method patent reviews as core proceedings. Since its major team growth in 2018 and 2019, the practice continues to gain market share, not least thanks to its strong prosecution group in addition to its seasoned litigators, with both teams specialising in the life sciences and technology sectors. The experience of the firm's transaction specialists is another asset. Clients include market giants and emerging companies and the firm is well versed in adapting litigation strategies to benefit its clients. Michael Abernathy and Krista Vink Venegas in Chicago share the lead of the life sciences disputes practice, while Wilmington's John Gorman, Silicon Valley's Michael Lyons and Chicago's Jason White direct the technology litigation practice. Philadelphia's Julie Goldemberg, a versatile litigator with particular experience in Federal Circuit proceedings, and Wilmington's Amy Dudash, who specialises in complex disputes and also has experience in antitrust and commercial litigation, joined the partnership in October 2020. The firm also has a key patent hub in Houston.

Practice head(s):

Michael Abernathy; John Gorman; Michael Lyons; Krista Vink Venegas; Jason White

Other key lawyers:

Jeffrey Gargano; Eric Kraeutler; Scott Sherwin; William Peterson; Sanjay Murthy; Collin Park; Julie Goldemberg; Amy Dudash

Testimonials

‘Team with strong capabilities across all fora–district court, PTAB, and ITC. Ability to work effectively across offices as a seamless group to ensure that the people with the right set of technical expertise and skills are staffed on cases. Experience and successful track record on both sides.’

‘Natalie Bennett is a standout litigator–shrewd strategist, unflappable oral advocate, and a consummate professional who is also personable. She has a wealth of knowledge and experience at both trial and appellate levels, representing clients in technology disputes, not just in patent or trade secrets cases, but also in commercial disputes. She takes the time and effort to get to know her clients at a deep level to offer advice and counsel that fits the long-term goals of her clients.’

Eric Kraeutler is a seasoned trial lawyer who is adept at handling both IP and commercial disputes. He is always more prepared than anyone else in the room. A commanding presence in a courtroom, he lends instant credibility to your case with a calm, collected demeanor. As long-time leader of the IP practice group, he knows how to build and foster a team that thrives and collaborates well, bringing synergy and efficiency to the client and matter management.

‘Teamwork, collaboration, responsiveness.’

‘Mike Abernathy is a first-rate trial lawyer who knows how to put a team and a case together. Sanjay Murthy is excellent at preparing a case for trial.’

‘The team is very experienced in the patent space, and offers good coverage in courts across the country. They also have good knowledge of and relationships with the plaintiff’s bar.’

‘Scott Sherwin has been great to work with. He is extremely on top of the case and provides updates without being asked, and is also very much personally engaged in the case.’

‘Availability. Great listening skills.’

‘Very thorough in their analysis of our situation. Excellent listeners. Good adviser.’

Key clients

Alfred E. Mann Foundation for Scientific Research

Baxalta (affiliate of Takeda Pharmaceuticals)

BlackBerry Limited and BlackBerry Corporation

Gavrieli Brands LLC

General Electric Company and Consumer Lighting (US), LLC (d/b/a GE Lighting, LLC)

One World Technologies

Praxair (an affiliate of Linde plc)

Perrigo Company

Tolmar, Inc., Tolmar Therapeutic, Inc., and Tolmar Pharmaceuticals, Inc.

Walgreen Co.

Private equity buyouts Tier 3

Morgan, Lewis & Bockius LLP's nationwide team advises a variety of private equity funds, portfolio companies, and management teams on buyouts, investments, exits, and take-privates across a range of industries. While broadly focused on the middle-market, the firm also advises bulge-bracket funds such as Apollo and Ares Management on high-value transactions, including cross-border deals. The team is jointly led by Orange County-based James Loss, a regular advisor to Platinum Equity with noted expertise in carve-out deals; and Philadelphia's Barbara Shander, who stands out for her diverse client base and experience in the healthcare, retail, financial services, and manufacturing industries. Orange County's Todd Hentges has been active in SPAC transactions during 2020, and is another key advisor to Platinum Equity, while Kevin Schmelzer in Philadelphia combines M&A and financing expertise with regular advice to private equity funds and portfolio companies.

Practice head(s):

James Loss; Barbara Shander

Other key lawyers:

Todd Hentges; Kevin Schmelzer

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

OpenGate Capital

Guardian Capital Partners

Corridor Capital

Varsity Healthcare Partners

Bunker Hill Capital

SV Health Investors

The Wicks Group of Companies

Juggernaut Capital Partners

Susquehanna Private Capital

Gores Group

Private equity funds (including venture capital) Tier 3

Morgan, Lewis & Bockius LLP has a balanced practice in the field of private equity, which acts for both sponsors and investors on a wide range of mandates. On the investor side the firm frequently acts for large public pension plans, sovereign wealth funds, and other large-scale investors, both in relation to their investments into funds, as well as on secondary transactions, such as the firm's recent representation of the Teacher Retirement System of Texas in the negotiation of its $700m strategic partnership with Invesco, giving it access to several commingled funds, co-investments and individually managed accounts. Courtney Nowell and Jedd Wider lead the firm's practice from the Washington DC and New York offices respectively. Nowell focuses primarily on investor-side work, while Wider is highly experienced in fundraising and formation, alongside secondaries and investor arrangements. Other key figures in the team include former practice head Louis Singer, a veteran practitioner who splits his time between New York and London, and New York-based Christopher Dlutowski, who is particularly experienced in the field of customized investment products.

Practice head(s):

Courtney Nowell; Jedd Wider

Other key lawyers:

Louis Singer; Christopher Dlutowski: Timothy Levin; Joseph Zagari

Testimonials

‘The service is impeccable. The ability to keep us well informed is second to none. Their broad and detailed knowledge on what they’re engaged in is excellent. the depth and breadth of knowledge to what we do is normally instantly responsive. Their customer service is 5 star and knock wood, we haven’t found anything to complain about and only everything to compliment.’

‘Gerald Kehoe’s broad business acumen combined with his legal knowledge meld very well to ensure all decisions are covered.’

‘Douglas Schwarz – from simple questions to complex hr issues we have never seen better. His passion for doing the right thing and creative ways to do the right thing benefits not only us but employees too, it is beyond remarkable. all of the team are accessible when needed.’

‘Good knowledge of market and market terms; excellent understanding of our business. Broad reach of the firm to meet a diverse range of needs of our firm.’

Key clients

JP Morgan Asset Management

TIAA (Nuveen)

Credit Suisse

MetLife

Morgan Stanley

California Public Employees’ Retirement System (CalPERS)

California State Teachers’ Retirement System

New York State Common Retirement Fund

New York City Retirement Systems

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

With a wide geographic reach across almost all jurisdictions in the country, Morgan, Lewis & Bockius LLP’ strengths in the pharmaceutical product liability area are evidenced by the fact that it is acting for two different clients in the opioid litigation as national counsel and as trial counsel. Paul Zevnik in Washington DC, who has considerable experience of insurance and reinsurance disputes, and Yardena Zwang-Weissman in Los Angeles, who focuses on complex toxic torts, are practice heads.

Practice head(s):

Paul Zevnik; Yardena Zwang-Weissman

Other key lawyers:

Wendy West Feinstein; John P. Lavelle; Nancy Patterson

Key clients

Rite Aid Corp.

Zimmer Biomet Holdings, Inc.

Shareholder activism Tier 3

Since its establishment in 2014, Morgan, Lewis & Bockius LLP’s activism defense practice has carved out a reputation for providing proactive advice and urgent response to activist campaigns and contested matters raised by some of the most prominent investors. The group has had recent standout work in the financial services sector, where a team led by practice head Keith Gottfried represented Amundi Pioneer Asset Management in a proxy contest threatened by Saba Capital Management. Gottfried splits time between Washington DC and New York, as does Sean Donahue, who is also a key figure in the team.

Practice head(s):

Keith Gottfried

Other key lawyers:

Sean Donahue

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

The ‘responsive, strategic and practicalMorgan, Lewis & Bockius LLP practice has ‘robust trial experience in trade secret disputes’ which makes it ‘keenly adept at litigating and resolving matters’. The firm represents clients in matters in state and federal court and before the US International Trade Commission, including handling injunctions to prevent actual or threatened misuse of trade secrets and other confidential information, as well as issues relating to criminal theft of trade secrets, foreign economic espionage and violations of computer data access. The team is co-led by Louis Beardell Jr. in Philadelphia and Dion Bregman in the Silicon Valley office. The group can also call on the expertise of Century City-based Debra Fischer, who handles employment, unfair competition and trade secret cases.

Practice head(s):

Louis Beardell Jr.; Dion Bregman

Other key lawyers:

Debra Fischer; Joshua Dalton; Tim Stephens, Seth Gerber; Adam Wagemeister; Mike Jones

Testimonials

‘We found their industry knowledge to be stronger than comparable firms.’

‘The Morgan Lewis team is responsive, strategic, and practical. Their robust trial experience with trade secret disputes makes them keenly adept at litigating and resolving these matters.’

‘This team’s written work product and oral advocacy skills are top notch.’

‘The Morgan Lewis team collaborates well with business teams and other legal partners.’

‘Morgan Lewis actively strives to provide efficient, effective service, and partners with its clients to determine how to best provide value.’

‘Deb Fischer, Tim Stephens, Seth Gerber, Adam Wagemeister, Mike Jones are all superstars. Each one of them is passionate about their clients and, without fail, delivers best-in-class service.’

‘They are strategic, practical, and solution-minded. They are skilled negotiators, writers, and advocates. They are adept at communicating complicated legal concepts in plain language to our business teams. They are trusted and respected.’

Key clients

Alliant Insurance Services

Zimmer Biomet

Veterinary Data Services, Inc. (VetData)

Kopin Corporation

Guardian Pharmacy, LLC

Wordlink Specialty, LLC

Transport: rail and road - litigation and regulation Tier 3

Morgan, Lewis & Bockius LLP's broad practice works across the automotive ecosystem, acting equally for traditional automakers, suppliers, technology developers and financial institutions. Boston-based Daniel Savrin has represented leading automotive companies in high-stakes civil and class action litigation and government investigations for the past 30 years. In the firm's Los Angeles office, David Schrader's experience includes acting for a global auto manufacturer in class actions, including matters involving alleged defects; and Lisa Weddle is noted for her representation of automotive manufacturers and distributors.

Practice head(s):

Daniel Savrin; Lisa Weddle

Other key lawyers:

David Schrader; Jackson Stoddard; Noah Kaufman

Key clients

Bayerische Motoren Werke Aktiengesellschaft (BMW AG)

BMW Manufacturing Co., LLC

BMW of North America, LLC

Uber Technologies, Inc.

High Performance Industries, Inc.

Amtrak

Port Authority of New York and New Jersey

Venture capital and emerging companies Tier 3

Morgan, Lewis & Bockius LLP is considered 'very knowledgeable in the start-up and venture space'. Headed up by Steven Cohen in the Princeton office, the team is especially strong in heavily regulated sectors, including life sciences, biotechnology and energy, where it represents an impressive mix of start-ups and emerging companies. In addition, the group acts for several venture capital firms and corporate venture arms. The firm also has strong expertise in the technology and software segments, where deputy practice head Michael Conza is especially active. Boston-based partner Julio Vega is also highly experienced in the life sciences sector.

Practice head(s):

Steven Cohen; Michael Conza

Other key lawyers:

Julio Vega

Testimonials

‘They are very knowledgeable in the startup and venture space.’

‘Steve Cohen and each and every one of his colleagues have provided extraordinary service.’

Key clients

CapitalG

Samsung Venture Investment Corporation

Welltok

Engage Therapeutics

Comcast Ventures

Third Point

G20 Ventures

CloudBees

OMERS

Stripes Group

Fanatics

Mirae Asset

Intel Capital

Particle Health

Reify Health

Public

Capital markets: debt offerings Tier 4

Morgan, Lewis & Bockius LLP is active in the investment grade and high-yield debt space, and has a particularly solid record in utilities and energy, financial services, technology, and life sciences. With lawyers working on debt offerings in multiple US and global offices, the practice group routinely advises on high-value bond offerings, including social bonds, mortgage bonds and debt transactions. New York partner Thomas Giblin is an experienced specialist in energy and utilities transactions. Pittsburgh partner Celia Soehner has become co-leader of the capital markets and public company practice.

Practice head(s):

Justin Chairman; Edwin Luk; Celia Soehner

Other key lawyers:

Thomas Giblin; John Hood; Kimberly Reisler

Key clients

Ford Foundation

Triumph Group

Entergy Corporation

American Water Works Co. Inc.

SJW Group

AmerisourceBergen Corp.

The Clorox Company

Bank of America, Citigroup, and Wells Fargo Securities

Tucson Electric Power Co.

BGC Partners

NextEra Energy Capital Holdings Inc.

Livent Corp.

Cimpress plc

B. Riley FBR Inc., Janney Montgomery Scott, and William Blair

Fruit Street Health

Capital markets: equity offerings Tier 4

Morgan, Lewis & Bockius LLP has a broad national and international capital markets practice, noted for transactions in the utility and energy, financial services, technology, and life sciences sectors; it also gains a steady flow of SPAC offering engagements. The capital markets group benefits from the presence of a number of former SEC officials within the firm's ranks. Philadelphia partner and deputy head of the corporate department Joanne Soslow continues to impress in life sciences company offerings. Also in Philadelphia, Justin Chairman has broad industry experience with a focus in the REIT segment. New York-based Thomas Giblin is recommended for high-value transactions, particularly in the energy and utility sectors.

Practice head(s):

Justin Chairman; Edwin Luk; Celia Soehner

Other key lawyers:

Joanne Soslow; Thomas Giblin

Key clients

NextEra Energy

Yandex

Mitsui Fudosan Logistics Park Inc.

SMBC Nikko, Morgan Stanley, and Daiwa

Soleus Capital, HealthCor Management

Rhythm Pharmaceuticals

B. Riley FBR

Abeona Therapeutics

BTIG LLC

Idera Pharmaceuticals

Northwest Natural Holding Company

ADMA Biologics

CytoSorbents Corporation

Denny’s Corporation

Wells Fargo and Cowen

Danaos Corp.

Agile Therapeutics

MEI Pharma

Standard Diversified Inc.

Advaxis

Cyber law (including data privacy and data protection) Tier 4

The team at Morgan, Lewis & Bockius LLP handles a significant volume of HIPPA work for healthcare clients and also has a strong track record in data issues raised by GDRP and CCPA, as well as the Fair Credit Reporting Act, FACTA and the improper use of flash cookies. The team is jointly led by Reece Hirsch in San Francisco, Silicon Valley-based Mark Krotoski, and Gregory Parks in the Philadelphia office.

Practice head(s):

Reece Hirsch; Gregory Parks; Mark Krotoski

Key clients

Hudson’s Bay Co. (HBC)

Merck KGaA

WaWa, Inc.

Bed Bath & Beyond

Energy litigation: conventional power Tier 4

Morgan, Lewis & Bockius LLP acts for a broad range of clients in the energy industry, ranging from electric utilities and renewable generation companies, to power marketers and institutional investors. Key areas of focus for the team include energy storage resources, offshore wind developments, power transmission and nuclear energy. Brad Fagg co-heads the energy litigation practice in Washington DC and focuses on commercial and regulatory disputes for large energy companies. Houston-based Michelle Pector co-chairs the energy litigation group and represents energy companies in a range of corporate and commercial disputes, such as supply chain disputes. Los Angeles-based James Dragna heads the firm's environmental group, where John McGahren is also recommended.

Practice head(s):

James Dragna; John McGahren; Brad Fagg; Michelle Pector

Other key lawyers:

John Gisleson; Stephen Spina

Key clients

Eagle Crest Energy

Edison Energy/Altenex LLC

Southern California Edison

Southern California Gas Company

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

Western Generation Partners

Energy transactions: oil and gas Tier 4

Drawing upon the expertise of M&A, financing and regulatory practitioners based out of Houston, Philadelphia, Boston, Los Angeles and Washington DC, Morgan, Lewis & Bockius LLP's multi-disciplinary team provides a one-stop-shop service to a myriad of stakeholders across their oil and natural gas-related transactional requirements. The group is especially active on the downstream front, advising on refineries and terminal services agreements, as well as all matters associated with major LNG projects. Houston-based Felipe Alice is one of the key transactional partners on the LNG front, though he also handles conventional oil and gas infrastructure projects, often involving a Latin America nexus. Boston-based partner Richard Filosa leads the firm’s overarching project finance, infrastructure and natural resources practice.

Practice head(s):

Richard Filosa

Other key lawyers:

Benjamin Wills; Kirstin Gibbs; Felipe Alice; John Crespo; Sameer Mohan; Paul Williams; Michael Müller; Kathryn Ostman

Key clients

Cheniere

South Jersey Industries and affiliates

Shell Trading (US) Company

Equinor Natural Gas and affiliates

BP

Spire Storage West, Spire Marketing, and Spire Midstream

Piedmont Natural Gas

Chevron USA

Diversified Gas & Oil Plc

MPLX/Marathon

Holly Frontier

Buckeye Partners

Osaka Gas

Healthcare: service providers Tier 4

The sizeable team at Morgan, Lewis & Bockius LLP has strengths in litigation and regulatory matters, with recent highlights covering compliance, false claims and abuse cases, and privacy and data security. The firm also provides transactional and public policy support. An area of focus for the team is working with children's hospitals, and Susan Feigin Harris is a contact in this space. Washington DC-based litigator Howard Young and Los Angeles-based Brian Jazaeri jointly lead the practice group. Also recommended in DC are Albert Shay, who focuses on Stark Act and reimbursement issues, and Jacob Harper, a name to note for telehealth-related matters.

Practice head(s):

Howard Young; Brian Jazaeri

Other key lawyers:

Jacob Harper; Albert Shay; Susan Feign Harris; Scott McBride

Key clients

Joerns Healthcare, LLC and Durable Medical Supply LLC (Joerns)

Compassus (fka Hospice Compassus)

Houston Methodist

Texas Children’s Hospital

Ready Responders

MD Anderson Cancer Center

M&A litigation: defense Tier 4

'The litigation and deal teams collaborate well with one another - more so than I see at other firms', says one client of Morgan, Lewis & Bockius LLP. Another highlights the firm's strong M&A litigation practice with 'top-tier lawyers who also know the Delaware courts and law well'. Among the attorneys handling post-acquisition for some of the leading corporate names in the US are Marc Sonnenfeld and Troy Brown in Philadelphia, the latter having represented Spark Energy and National Gas & Electric (NGE) in a case of seller’s remorse arising from NGE’s acquisition of Major Energy Services, which was later bought by Spark. Securities litigator Michael Blanchard in Boston is increasingly involved in stockholder litigation and, in New York, Brian Herman ('an incredible litigator') and head of global commercial litigation Susan DiCicco also play key roles in deal-related cases.

Practice head(s):

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

Testimonials

‘I get to work with many different law firms throughout the nation. The team at Morgan Lewis is one of the strongest I know. They are top-tier lawyers who also know the Delaware courts and law – the courts and law governing the nation’s corporate law – well. They can read the situation and also look around corners to anticipate the pros and cons of a given strategy.’

‘The litigation and deal teams collaborate well with one another – more so than I see at other firms.’

‘Brian Herman is an incredible litigator. We have worked on several cases together, including litigated a defense of a novel transaction structure in front of the Chancellor of the Court of Chancery.’

‘Best in class and Troy Brown is the best litigation attorney. You pay for what you get.’

Key clients

Merck

HPE

Edison Energy/Altenex LLC

Zimmer Biomet Holdings, Inc.

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

Aruba Networks

Jefferies LLC

Medacta USA

Patents: litigation (International Trade Commission) Tier 4

Morgan, Lewis & Bockius LLP appeals to clients thanks to its deep bench, featuring wide-ranging technical expertise, its international footprint, and its wider patent and trade secret practice. The Washington DC-based head of the team, Eric Namrow, has successfully fought a number of high-stakes ITC disputes and thereby ensured that the firm's ITC practice matches the wider patent litigation practice's rise in the US market. ITC-related disputes at the PTAB, Federal Circuit, the Court of International Trade and US Customs and Border Protection complete the group's ITC offering.

Practice head(s):

Eric Namrow

Key clients

General Electric Company and Consumer Lighting (US), LLC (d/b/a GE Lighting, LLC)

HP Inc.

One World Technologies

Zimmer Biomet

Restructuring (including bankruptcy): corporate Tier 4

The team at Morgan, Lewis & Bockius LLP is differentiated by its significant experience representing lenders and companies in the energy and utility industries, its distinctive insurance-related insolvency experience, and its expertise in acting for creditors of financially distressed sovereigns. Kurt Mayr leads the practice from Hartford, Connecticut, and is assisted by his Boston-based deputy Andrew Gallo, who is also co-leader of the firm’s global energy industry group. Another area of focus for the team is contentious insolvency work, where John Goodchild and Sabin Willett are key contacts in Philadelphia and Boston, respectively.

Practice head(s):

Kurt Mayr; Andrew Gallo

Other key lawyers:

John Goodchild; Sabin Willett

Testimonials

‘Full-service restructuring practice which includes “first-call” lawyers for advice on bankruptcy and restructuring litigation matters.’

‘An advantage is their understanding and ability to work between the US legal system and commonwealth jurisdictions. Large global/cross border insolvencies often have large US components and commonwealth litigation and it is crucial to implementing a successful strategy to understand both landscapes.’

‘John Goodchild is very strategic and understands the importance of good tactics employed in an overall strategy. Flexible and creative.’

‘Matthew Ziegler is a thoughtful lawyer and great communicator, he is hands on and very approachable and easy to deal with, cool under pressure.’

Key clients

United Healthcare Services

MetLife

MassMutual

Official Unsecured Creditors Committee of Covia Holdings Corp.

UMWA Health and Retirement Funds

Sun Capital Partners Inc.

Wells Fargo Bank NA

Bank of America, N.A.

Citizens Bank NA

Gordon Brothers Brands LLC

Hamilton Lane

Deutsche Bank

QTCB Noteholder Group (consisting of Canyon Capital Advisors, Davidson Kempner Capital Management and Sculptor Capital LP)

Alvarez & Marsal

Stewart Title Guaranty Company

Samson Energy Company LLC

Official Creditors Committee of White Star Petroleum

Cigna

Anthem

Aetna

The Baupost Group

Sport Tier 4

Morgan, Lewis & Bockius LLP fields a large team of lawyers providing a full range of legal services to sports industry clients. In Orange County, Jeffrey Moorad co-heads the practice and provides the firm with a unique perspective into the industry given his background as a former sports agent and team owner. Joint practice heads Jack Concannon and Louise Skinner are based in Boston and London, respectively. Concannon has practiced in the sports industry for over 25 years and focuses on general corporate and securities law, M&A, and finance matters. In February 2020, the team further expanded its depth, hiring Ami Wynne in Chicago from Sidley Austin LLP, and Robin Nunn in Washington DC from Dechert LLP.

Practice head(s):

Jeffrey Moorad; Jack Concannon; Louise Skinner

Other key lawyers:

Ami Wynne; Robin Nunn

Testimonials

‘Professional and informed. Always available.’

Key clients

Las Vegas Raiders

adidas

Ultimate Fighting Championship (UFC)

Fanatics

Stewart-Haas Racing

Oath Inc. (d/b/a Yahoo Sports)

Patrick Cantlay

Madison Square Garden

The Kraft Group

Endeavor

M&A: large deals ($1bn+) Tier 5

Morgan, Lewis & Bockius LLP handles a wide range of M&A, with sector strengths including life sciences, energy, technology, and media. The firm has remained active in 2020, working in collaboration with its international offices on a variety of international transactions, as well as securing notable mandates domestically, with NASDAQ an example of standout new client. Philadelphia’s Richard Aldridge leads the team, and has a broad practice encompassing numerous industries and transaction types, such as public and private M&A, joint ventures, and cross-border deals. He is supported by New York-based Sheryl Orr, who also has a diverse practice, with notable expertise in the financial services and life sciences industries. Boston’s Laurie Cerveny handles M&A and securities transactions for a range of domestic and international clients.

Practice head(s):

Richard Aldridg; Sheryl Orr

Other key lawyers:

Laurie Cerveny; Russell Franklin

Testimonials

‘Morgan Lewis has maintained a strong M&A practice in locations outside of NY — including Philadelphia. The firm has the practice depth to compete with top tier M&A firms but staff and works in a way that is very efficient and very client-oriented. The firm is particularly notable for its culture of lean staffing vs. overstaffing. The firm attracts lawyers (at all levels) who are independent and able to work and think autonomously.’

‘The Morgan Lewis team has proved adept at engaging at a commercial and legal level to find creative solutions. They’ve demonstrated extensive patience and perseverance in highly complex situations and we really appreciated their hard work.’

‘We deeply appreciated Russell Franklin, who consistently provided commercial and particularly thoughtful advice that was tailored to our needs and context, impressively managed to juggle a million balls in the air at once on numerous occasions, and displayed calm collection in difficult situations.’

Key clients

Apollo Global Management

Pearson

Oracle

Aramark

Far Point Acquisition

Iron Mountain

Transcontinental Inc.

HollyFrontier Corp.

Perrigo

Tabula Rasa Healthcare

Ares Capital

Platinum Equity

Sun Capital Partners

The New York Times

Fanatics

A.P. Moeller-Maersk

Rue Gilt Groupe

Merck

Sandvik

NASDAQ

Real estate Tier 5

Morgan, Lewis & Bockius LLP supports a client roster of REITs, pension and private equity funds, developers, corporates, institutional lenders and higher education bodies on the full array of real estate matters. Highlights have included workouts, overseas and domestic investments, leasing, development, land assemblage and real estate-related tax. Eric Stern and Jeannine Bishop are the key lawyers in Philadelphia, while Richard Toelke is a name to note in Boston and Marc Liverant is the main point of contact in Los Angeles.

Other key lawyers:

Eric Stern; Jeannine Bishop; Richard Toelke; Marc Liverant

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

Morgan, Lewis & Bockius LLP’s appellate team regularly appears before all federal and multiple state courts of appeal. In addition, practice chair David Salmons draws on his wealth of experience gained as former Assistant Solicitor General to represent clients in the US Supreme Court, where he has argued 14 cases up to date. The group is particularly adept at handling appellate matters for technology sector clients of the caliber of Cisco Systems and Amazon. Multiple team members, including San Francisco-based Thomas Peterson and Houston-based William Peterson, are routinely retained for patent appeals at the Federal Circuit.

Practice head(s):

David Salmons

Other key lawyers:

Thomas Peterson; William Peterson; Bryan Killian; Michael Kenneally

Key clients

Shell International Trading and Shipping Co. Ltd.

Southern California Gas Company

Children’s Hospital Association of Texas

Amazon, Inc.

Jackson National Life Insurance Co.

Alfred E. Mann Foundation

East Ramapo Central School District

Cisco Systems

Commercial lending

Morgan, Lewis & Bockius LLP is best known for its work on the lender side of the market, where it advises both investment banks and non-bank lenders on transactions across numerous sectors, though the team is particularly strong in film finance and the sports market. Asset-based lending is one of the team's core strengths; it works with almost all of the leading banking institutions in this space. Leveraged finance is another area of heavy activity, though the work in this area focuses on the direct lenders such as Ares and Blackstone. Marshall Stoddard, who splits his time between the New York and Los Angeles offices, is experienced in cross-border acquisition financing transactions. Boston-based Matthew Furlong co-leads the team alongside Jonathan Bernstein and is a market leader in sports financing.

Practice head(s):

Jonathan Bernstein; Matthew Furlong

Other key lawyers:

Marshall Stoddard; Daniel Papermaster; Rick Eisenbiegler; Marc Leduc; Marjorie Crider; Elizabeth Khoury Ali

Key clients

Wells Fargo Bank, N.A.

JPMorgan Chase Bank, N.A.

Bank of America, N.A.

HSBC

MUFG Bank Ltd., MUFG Union Bank NA

Citizen’s Financial Group Inc.

Gordon Brothers Finance Company

Ares Capital Corporation; Ares Commercial Finance

Prospect Capital Corporation

Churchill Asset Management

Principal Financial Group

BlackRock Capital

Willow Tree Credit Partners

Institutional Investors

Corporate investigations and white-collar criminal defense

Morgan, Lewis & Bockius LLP’s global practice group handles compliance and internal investigations across many jurisdictions worldwide, and has experience engaging with a huge variety of international regulators. Civil litigation, regulatory inquiries, criminal investigations and CIFUS-related matters are key areas of focus for the team, which regularly acts for corporates and individual clients. Philadelphia-based Eric Sitarchuk is well versed in federal and state investigations, and FCA matters; Timothy Burke in Boston focuses on securities enforcement and litigation, acting for various financial services clients; and Grace Speights is a key figure in Washington DC. The team also welcomed several new partners in 2020: Matthew Miner joined in Washington DC from the DOJ; and in Philadelphia, Jeffrey Boujoukos joined from the SEC and Michael Kichline joined from Dechert LLP.

Practice head(s):

Eric Sitarchuk; Timothy Burke; Grace Speights

Other key lawyers:

Susan Resley; Alison Tanchyk; Tinos Diamantatos; Jeffrey Boujoukos; Michael Kichline

Testimonials

‘The team is very professional yet friendly, and is very client-oriented’.

Key clients

Hewlett Packard Enterprises

Met Life

Teva Pharmaceuticals

Cephalon Inc.

Charles Cui

Fidelity Investments

Project finance

Morgan, Lewis & Bockius LLP is one of the premier firms for sponsor side work in the conventional power sector, regularly advising leading energy companies on the development of power plants, many of which involve complex financial structures. Among the group's power specialists is Richard Filosa, who jointly leads the nationwide team from Boston, alongside New York-based John Klauberg and Michael Müller. In addition to financing matters, the group is able to advise on all elements of project development, working in conjunction with other of the firm's practice groups, such as the energy regulation team. The group also has a strong renewables offering, where Elizabeth Hanigan advises major commercial banks on tax equity investments and assists with M&A involving renewable energy assets.

Practice head(s):

Rick Filosa; John Klauberg

Other key lawyers:

Michael Müller; Elizabeth Hanigan

Key clients

Ares Management

Bank of America

Caithness Energy

ENMAX Corporation

Korea Electric Power Corporation

Invenergy

National Grid

Walden Renewables Development LLC

South Jersey Industries

Exelon

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.


Image

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.


Image

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.


Image

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.
T T T T T T T T T T T T T T T