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

Morgan, Lewis & Bockius LLP
1000 LOUISIANA STREET
SUITE 4000
HOUSTON, TX 77002-5006
United States

Antitrust > Civil litigation/class actions: defense Tier 1

Morgan, Lewis & Bockius LLP ‘exhibits the highest caliber of professionalism and legal excellence in its civil litigation and defense practice’. The department stands out for its ability to secure wins in key areas of antitrust litigation, including in financial services, hi-tech, pharmaceutical and labor matters such as no-poach agreements. Global practice leader Steven Reed, based in Philadelphia, demonstrates expertise at the trial and appellate levels across the whole range of antitrust matters. In Washington DC, Jon Roellke acts as global deputy practice leader with a particular focus on representing clients in the financial services sector in cases pertaining to price discrimination, exclusive dealing, tying arrangements, and other unfair competition. ‘Thoughtful and practical legal sounding board’ Brian Rocca is specialized in technology and interned-based services in the firm’s San Francisco hub, while clients turn to Philadelphia-based Brendan Fee for issues surrounding vertical restraints, distribution, and pricing issues.

Practice head(s):

Steven Reed; Jon Roellke

Testimonials

‘Morgan, Lewis & Bockius LLP exhibits the highest caliber of professionalism and legal excellence in its civil litigation and defense practice. We have worked with them for many years, and even with attorney retirements or other changes, they have groomed an outstanding successor who is knowledgeable and ready to represent your interests to the fullest. No matter what the time crunch is or sudden last minute legal hurdle or deadline, the job gets done superbly. The firm has our highest recommendation and the commendation of individual members of our association who have used Brian to meet their individual litigation needs.’

‘Brian Rocca, Managing Partner in San Francisco office is a responsive, excellent litigator, extremely gifted in bringing together a dream team of partners and associates to address your changing legal and litigation issues and needs ranging from routine matters to critical trial and appellate work. Whatever the issue area, the firm has a depth of experienced experts to advise and assist you the client. Brian provides sound legal advice and a keen public relations perspective and insight on sensitive matters that you as a client may confront in today’s business and media environment. He is a thoughtful and practical legal sounding board. He and the members of his team have my highest regard.’

Key clients

Blue Cross Blue Shield of Louisiana

BMW North America LLC

Breckenridge Pharmaceutical, Inc.

Comcast Cable Communications

Securus Technologies Inc.

Glenmark Pharmaceuticals Inc.

Google LLC

Merck & Co. Inc.

Morgan Stanley

Perrigo Company Plc

Qualcomm Incorporated

Realogy Holdings Corp.

Shell Oil Company

Sumitomo Mitsui Banking Corporation

Sun Pharmaceutical Industries Ltd.

Takeda Pharmaceuticals

TDK USA Corp.

Teva Pharmaceuticals

The Clearing House Payments Company, LLC

Tradeweb Markets LLC

Uber Technologies, Inc.

Vyera Pharmaceuticals

Work highlights

  • Representing Google in connection with multidistrict litigation that has been centralized in the Northern District of California related to the Android ecosystem.
  • Defending Vyera Pharmaceuticals and its Swiss parent company, Phoenixus AG, in a lawsuit filed by the FTC and the attorneys general of seven states (including New York and California) in the US District Court for the Southern District of New York, with plaintiffs claiming that Vyera and Phoenixus violated federal and state antitrust laws through various business practices allegedly intended to prevent generic competition to Daraprim, a drug used to treat toxoplasmosis.
  • Represented Qualcomm together with co-counsel from other leading firms and obtained a favorable appellate decision for Qualcomm when the Ninth Circuit reversed and vacated the class certification for consumers in this chip sale and IP-licensing antitrust lawsuit, Stromberg et al. v. Qualcomm Inc.

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

With expertise on both coasts, as well as from Houston, Morgan, Lewis & Bockius LLP provides strong national coverage to a range of clients, including major energy and manufacturing entities, on their highest-profile toxic tort defense matters. The team, which is housed within the wider product liability, tort and insurance group, headed from Washington DC by Paul Zevnik , is quickly able to mobilize resources throughout the country, enabling it to effectively handle disputes proceeding on multiple fronts. The team handles a significant amount of asbestos-related toxic tort defense work, and has over the years tried more than half of the asbestos property damage cases ever taken to trial. Los Angeles-based deputy head Yardena Zwang-Weissman  excels in handling large-scale environmental toxic tort cases while Brady Edwards  in Houston is also recommended for his ability to provide co-ordinated national defense strategies for companies embroiled in asbestos and talc litigation.

Key clients

SoCalGas and Sempra Energy

Covil Corporation

NiSource Inc.

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

Southern Insulation

Starr Davis Companies

Work highlights

  • Co-ordinating and litigation counsel for SoCalGas and Sempra Energy in various matters arising from the 2015 natural gas leak at the Aliso Canyon storage facility.
  • Represented the Receiver of Covil Corporation in multiple insurance coverage cases; obtained a favorable ruling in January from a South Carolina state trial court holding that an asbestos claim against Covil was an “operations” claim unless insurers proved the asbestos exposure via Covil’s products occurred after they were released into the stream or commerce or via Covil’s completed work.
  • Represented ITT LLC, which entered into a settlement that provides for the reimbursement of $366.3m in future product liability suit settlement and defense costs and keeps $196.5m in additional insurance coverage available to ITT. The pact adds to a “buyout” settlement reached earlier in 2020 and a trial judgment that with other recoveries from insurers resulted in payments totaling approximately $100m.

Finance > Structured finance: securitization Tier 1

Morgan, Lewis & Bockius LLP‘s team is commended by clients for its ‘experience across a variety of asset classes that it is able to leverage to best deliver for their client.’ The firm brings to bear a sizeable team, which has expertise across deals revolving around financial services, automotives, education, fintech, real estate, telecoms and technology assets. The department is jointly led by Reed Auerbach in New York, who is an asset- and mortgage-backed securities expert, and Washington DC’s Jeffrey Johnson, whose specialisms include public and private securitizations involving real estate. In New York, Matthew Joseph has experience in balance sheet and commercial paper conduit transactions and Steve Levitan  focuses on student and auto loans, as well as residential solar panel installation financing loans. In Washington DC, Asa Herald is known for RMBS transactions. In April 2021, the group in Washington DC was joined by Steven Becker and Alex Velinsky from Hunton Andrews Kurth LLP.

Practice head(s):

Reed Auerbach; Jeffrey Johnson

Other key lawyers:

Matthew Joseph; Steve Levitan; Asa Herald; Paul St. Lawrence; Steven Becker; Alex Velinsky; Eileen Ho; Ashley Templeton

Testimonials

‘Very thoughtful in their approach on how to best advise and execute for their clients to meet such clients’ respective needs. Experience across a variety of asset classes that they are able to leverage to best deliver for their client.’

‘Morgan, Lewis & Bockius is great at not only identifying issues but more importantly, coming up with solutions to those issues. I have always felt that they work with me to solve problems.’

‘Both Reed Auerbach and Matt Joseph make themselves available to me whenever there is an issue that comes up on a deal. They have great associates, but I never feel that they simply pass along the project to a junior individual without having a good understanding of where the deal stands.’

Key clients

Goldman Sachs

Credit Suisse

Navient Corporation

Jefferies & Co Inc.

FirstKey Mortgage LLC

JPMorgan Chase

Citigroup

Verizon Communications

Toyota Motor Corporation

RWT Holdings Inc. (Redwood)

Work highlights

  • Advised Toyota Motor Credit Corporation as issuer’s counsel on an SEC-registered issuance of $1.56 billion of green bonds secured by a pool of fixed-rate auto loan receivables.
  • Advised Redwood Trust, as issuer’s counsel, on documenting, executing and closing the first ever super prime jumbo RMBS transaction to include blockchain elements.
  • Advised Redwood Subsidiary Holdings LLC (a subsidiary of Redwood Trust) and a co-sponsor in connection with the issuance of $146,421,000 of notes backed by the proceeds from resolutions on a pool of home equity investments (“HEIs”).

Industry focus > Energy: renewable/alternative power Tier 1

Industry focus > Insurance: advice to policyholders Tier 1

Described as ‘creative and thoughtful when approaching complex novel situations‘, the practice at Morgan, Lewis & Bockius LLP boasts a deep bench of litigators. The team supports clients with insurance recovery on a wide range of risks from cyber liability to asbestos exposure and severe weather events. It also deploys sophisticated long-term settlement vehicles and tax-advantaged structures such as three party reinsurance and retrocession contract or insurance captives. Paul A. Zevnik, an eminent insurance expert who is based in both Washington DC and Los Angeles, heads the practice. In Washington DC Daniel E. Chefitz focuses on advising companies on captive insurance strategies and associate Teri Diaz  is a very active up-and-comer. The DC team welcomed two practitioners: Sergio F. Oehninger from Hunton Andrews Kurth LLP has been a key lawyer in the cross-border insurance practice since April 2021, and Andrew J. Enschedé joined from Greenberg Traurig LLP in October 2021.

Practice head(s):

Testimonials

‘Morgan Lewis’ skill, expertise and creativity with regard to utilization of captives is first class in every regard. Further, their team is creative and thoughtful when approaching complex, novel situations.’

‘Daniel Chefitz, Partner is “top shelf” in terms of intellect, creativity and responsiveness. He has assembled a team that is “best of class.”’

‘Paul Zevnik and Jeff Moss are a masterful team on the defense coverage punch. They deliver great results, play well in the sandbox with co-counsel, and are fantastic on the client-relations front.’

‘We engaged Morgan, Lewis & Bockius to assist us in creating a captive insurance company. Their expertise in this area was invaluable and the creation of the organizational structure allowed the capitalization of the company to be tax deductible to the holding company. We rely on their expertise to understand the insurance regulations, tax implications and assist us with ensuring appropriate controls and procedures.’

‘We are fortunate to have an outstanding team supporting our captive insurance company. At the holding company, we are not insurance experts. Therefore the explanations provided by our team is always thorough, comprehensive and easy to understand. We greatly appreciate that.’

‘The Morgan Lewis insurance practice is experienced, capable and gets great results for its clients.’

‘Morgan Lewis has the breadth necessary to do things such as captive insurers. In addition they have established relationships in the insurance industry that allows them to get results that are not available at less experienced firms.’

Key clients

Rite Aid Corporation, and Rite Aid of Maryland Inc.

Covil Corporation

ITT LLC (Product Liability Coverage)

ITT Inc./InTelCoManagement LLC

NiSource Inc.

Lifetime Brands

Santa Rosa Mall LLC

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

Southern Insulation

Starr Davis Companies

Santa Fe Braun, Inc./The Braun Trust

Work highlights

  • Represented Rite Aid Corporation and prevailed on an early dispositive motion on an insurer’s duty to reimburse defense costs for over 1,700 lawsuits brought by governmental entities, third party payors of medical care, and individuals across the country in a closely-watched coverage litigation pending in Delaware Superior Court.
  • Represented NiSource INC and successfully recovered $800 million, the full limits of liability in the applicable general liability insurance tower, for third-party losses paid as a result of an over-pressurization gas pipeline event.
  • Represented ITT LLC in November 2020 and July 2021, bringing a coverage action at the trial level, involving four trial in the last four years, to a highly successful conclusion and yielding access to nine-figures in insurance assets for the payment of ITT LLC’s ongoing liabilities arising out of thousands of product liability suits that have been and continue to be brought against ITT LLC.

Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 1

At Morgan, Lewis & Bockius LLP, clients particularly value the ‘incredible breadth and depth‘ of the offering; this is well illustrated by the group’s ability to advise on the gamut of issues relating to every type of commingled investment vehicle and all asset classes, as well as being widely known as a stand-out advisor in the ETF space. The Washington DC office fields John McGuire, who acts as the head of the registered funds practice, and whose workload exemplifies the firm’s commitment to the establishment, representation, and counseling of ETFs, their advisers, and listing markets. Other core contacts at this location include regulatory expert Laura Flores and Thomas Harman, who regularly advises issuers with respect to the availability of exemption from the Investment Company Act of 1940. In the Philadelphia and Boston offices, the key names to note are Timothy Levin and Roger Joseph, respectively. Joseph was joined in October 2021 by Lance Dial, who brings more than a decade of experience as senior in-house counsel with global investment managers – most recently Wellington Management – to the team.  

Practice head(s):

John McGuire; Timothy Levin; Roger Joseph

Other key lawyers:

Thomas Harman; Laura Flores; Barry Hurwitz; Toby Serkin; Christopher Menconi; Lea Anne Copenhefer; Lance Dial; Abigail Bertumen

Testimonials

‘Breadth and depth of practice, extensive subject matter expertise, great technology, genuinely nice people, easy to work with on billing.’

‘Incredible breadth and depth in terms of knowledge and experience in each of their respective practice areas.’

 

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 Resources

Amundi Asset Management US, Inc.

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

Transamerica Funds

Invesco

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

City National Rochdale Funds

Guggenheim Investments

Exchange Traded Concepts

Investment Managers Series Trust

AdvisorShares

Cambria ETF Trust

Catholic United Investment Trust

Brown Brothers Harriman/BBH Trust

Work highlights

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

    Noted for its capability across the full range of employee benefits and executive compensation matters, Morgan, Lewis & Bockius LLP houses ‘a diverse group of experts’ who collaboratively work ‘from every angle to solve a client’s problem’. In the firm’s New York office, Craig Bitman, who offers great experience advising on all aspects of benefit plans, jointly leads the team alongside Philadelphia-based deputy practice leader Amy Pocino Kelly. In Washington DC, Rosina Barker focuses on executive compensation matters, including Section 409A compliance issues, while Althea Day handles multi-employer plan mandates, and Boston-based Lisa Barton advises on health and welfare and 401(k) plans. Mary Hevener, who operates from the firm’s New York office, has experience in fringe benefits and tax-related matters, and Pittsburgh-based John Ferreira is a ‘trusted counsel’ in ERISA compliance issues. Elizabeth Goldberg also works from the firm's Pittsburgh office, and Michelle McCarthy and Daniel Salemi, based in Los Angeles and Chicago respectively, are key members of the team.

    Practice head(s):

    Craig Bitman; Amy Pocino Kelly

    Testimonials

    ‘The team is always available and very responsive when our team reaches out. Their knowledge on ERISA law is second to none.’

    ‘Craig Bitman is our lead attorney and main counsel. He provides excellent advice and his longevity with our funds has also helped. We recently worked with Michelle McCarthy on various DOL welfare fund issues and she was able to get everything accomplished for us.’

    ‘The MLB team works from every angle to solve a client’s problem. They have a diverse group of experts who join in to work seamlessly to find solutions.’

    ‘John Ferriera is a terrific leader and trusted counsel. He is very easy to work with and brings no ego to the effort. He invites others at the firm to join the effort which enriches the debate and helps us all find the best path.’

    Key clients

    The Kroger Company

    Talen Energy

    Honeywell International Inc.

    Toyota Motor North America, Inc.

    Amtrak

    Maersk, Inc.

    Dairy Farmers of America

    General Mills

    CSX Corporation

    Howard Hughes Medical Institute

    Work highlights

    • Advised Kroger in its $1bn withdrawal from the United Food and Commercial Workers National Pension Fund and the corresponding establishment of a new variable annuity pension plan.
    • Assisted an energy company in various projects relating to its tax-qualified retirement plans and Voluntary Employee Benefit Association (VEBA) matters.
    • Representing Amtrak and Toyota in all facets of each respective company’s benefit programs, including retirement, health, and executive compensation.

    Labor and employment > ERISA litigation Tier 1

    Morgan, Lewis & Bockius LLP is highly regarded in the market, with its attorneys noted as 'extremely knowledgeable about ERISA, and also able to implement creative legal strategies that achieve excellent results'. Its team has recently moved into the employee plan space and expanded its work in the energy sector. Its clients include Boeing, adidas and the New York City Department of Education, and it draws on the experience of several seasoned trial lawyers, granting first-hand experience of contentious processes. It has streamlined efficiency by developing the Virtual Whiteboard, which allows employees to track and review progress virtually, and ClientSite, which provides analytics about client needs. The practice is led by Jeremy Blumenfeld and Brian Ortelere in Philadelphia, and Christopher Boran and Deborah Davidson in Chicago, supported by Melissa Hill in New York.

    Practice head(s):

    Jeremy Blumenfeld; Christopher Boran; Deborah Davidson; Brian Ortelere

    Other key lawyers:

    Melissa Hill; Samuel Block

    Testimonials

    ‘Morgan Lewis’s ERISA litigation team is the best in the business. Their attorneys are extremely knowledgeable about ERISA, and also able to implement creative legal strategies that achieve excellent results, and counsel clients through ERISA matters. Incredibly, they make ERISA both interesting and fun, academically speaking.’

    ‘The partners are experts in their fields, but also provide very practical advice to clients. Importantly, the partners are also great mentors, as Morgan Lewis’s associates are well trained and quite knowledgeable about ERISA themselves. Brian Ortelere, Jeremy Blumenfeld, Debbie Davidson, and Missy Hill lead by example, continually sharing their wisdom and experience while meaningfully involving associates in ERISA matters.’

    ‘I’ve been thoroughly impressed by everyone on the MLB ERISA team. They are everything you’d want in outside litigation counsel, particularly in this highly technical area of law – knowledgeable, pragmatic, responsive, and easy to work with. The use of technology to facilitate virtual depositions has made the process seamless and cost-effective. And they have a very nice touch when prepping prickly corporate executives!’

    ‘Chris Boran and Samuel Block have taken the laboring oar on our matter. Both keep us as the client well-informed and engaged, such that the litigation is very much a team effort among client and counsel. I trust their judgement and their insights tremendously.’

    Key clients

    Cigna Corporation

    Boeing

    University of Miami

    US Bank

    Honeywell

    Washington University in St. Louis

    adidas

    State of Hawaii

    New York State Teamsters Conference Pension & Retirement Fund

    New York City Department of Education

    Work highlights

    • Represented Cigna and achieved denial of plaintiff’s motion for class certification in its entirety for a class action alleging violations of ERISA and the Racketeer Influenced and Corrupt Organizations Act (RICO) and claims for millions of dollars in damages.
    • Represented Oshkosh Corp in a ERISA 401(k) “excessive fees” class action.
    • Represented Boeing and its Employee Benefit Plans Committee, its Employee Benefit Investment Committee, and Boeing executives in an ERISA 401(k) employer “stock-drop” class action.

    Labor and employment > Immigration Tier 1

    Morgan, Lewis & Bockius LLP‘s immigration and global mobility practice is based in Washington, DC, and has expertise acting for corporate clients across employment-based immigration work, compliance, and transactional mandates. Eleanor Pelta  jointly manages the team with Shannon Donnelly, offering strength in federal litigation for clients challenging immigration decisions related to visa denials, as well as handling contentious investigations before the Department of Justice and Homeland Security. The group continues to be instructed by leading names in the technology, pharmaceuticals, and financial services sectors. Eric Bord leads the immigration compliance practice and advises clients on I-9 and E-Verify issues. In San Francisco, James Vazquez-Azpiri  advises corporate clients on business immigration matters including employee transfers, foreign resident worker visas, and restructurings. Also on the West Coast is counsel Christina Gonzaga who maintains an active pro-bono practice representing clients on family-based immigration issues, asylum, and deportation. Laura Garvin is in Miami and acts predominantly for high-net-worth individuals and entrepreneurs. The department works cross-border across Europe and Asia.

    Practice head(s):

    Eleanor Pelta; Shannon Donnelly

    Other key lawyers:

    Eric Bord; James Vazquez-Azpiri; Christina Gonzaga; Laura Garvin

    Testimonials

    ‘This is a top immigration practice with some of the best-known individual contributors (Eleanor Pelta, Eric Bord, Shannon Donnelly).’

    ‘Great rapport with clients. Truly dedicated to understanding and serving client needs.’

    Key clients

    Ameriprise Financial

    CooperVision

    DHL

    Extreme Networks

    Fujitsu

    Nutanix

    Proofpoint

    Samsung Research America

    TIBCO Software

    ZEISS

    Work highlights

    • Representing Nutanix, a provider of technology infrastructure, on an ongoing basis and with a wide range of complex immigration matters (work and residence permits, visit visas, permanent residence permits, etc.) around the globe.
    • Advised DHL on all aspects of immigration law, from compliance counseling to managing the company’s robust rotational assignment program with the support of a blanket L and E registration. Also assisted with global immigration, including US-Canada transfers.
    • Represented various clients in federal litigation of adverse USCIS decisions as a cost-effective remedy where clients are in danger of losing key foreign talent.

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

    Morgan, Lewis & Bockius LLP continues to impress with its strong track record in defending large financial institutions and companies in significant labor and employment disputes. The group handles a busy caseload covering the whole gamut of employment litigation, including class, collective and single-plaintiff actions as well as wage and hour claims and discrimination lawsuits. The practice is jointly led by Washington DC-based Grace Speights, who is well regarded for her work investigating workplace misconduct claims, and David McManus, who divides his time between New York and Boston. He also is knowledgeable in the restructuring and redeployment of workforces. In Philadelphia, Michael Banks handles a wide range of litigations involving employment, benefits, IP and personal injury matters. Sarah Bouchard, also in Philadelphia, is particularly known for conducting internal investigations related to sexual harassment and other misconduct allegations. Anne Marie Estevez in Miami focuses on complex class and collective actions, while Samuel Shaulson, who spends his time between New York and Miami, specializes in issues arising from the FLSA, wage and hour claims, and collective actions. Other key names include Lincoln Bisbee in New York and Washington DC and Melissa Rodriguez in New York. New additions to the San Francisco team include Michael Weil in June 2021, formerly at Orrick, Herrington & Sutcliffe LLP, and Brian Berry in October 2021, formerly at Ogletree Deakins.

    Practice head(s):

    Grace Speights; David McManus

    Key clients

    Alliant Insurance Services Inc

    Amazon

    Aramak

    Bank of America

    Bank of New York Mellon Corp.

    Best Buy

    Bimbo Bakeries USA Inc

    BioClinica

    Delta Air Lines Inc.

    Deutsche Bank

    Franklin Templeton

    Gates Corp

    General Motors

    Home Depot

    JP Morgan Chase

    Maxim Healthcare Services

    McDoanald’s Corporation

    MetLife

    Morgan Stanley

    Northwestern Mutual

    Novo Nordisk Inc

    Pacific Maritime Association

    Saint-Gobain

    Toyota Motor North America

    Triad National Security

    Work highlights

    • Assisted Triad National Security with two challenges to its Covid-19 vaccination requirements and religious and medical accommodation policies brought by groups of employees and contractors.
    • Successfully represented Franklin Templeton in  a race and gender discrimination and defamation lawsuit filed by the “Central Park Karen”, whose employment was terminated following her encounter with a black birdwatcher.
    • Successfully represented Bimbo Bakeries in the first appellate decision to address the merits of the common independent contractor classification for individuals responsible for the sale/distribution of baked goods.

    Labor and employment > Labor-management relations Tier 1

    Morgan, Lewis & Bockius LLP is a strong performer in the area of labor-management relations, maintaining a reputation for its success in the space. Its labor-management relations team has recently moved into the employee plan space and expanded its work in the energy sector. Employees at the firm are also trial lawyers, meaning they have first-hand experience of all aspects of the legal process. It has streamlined efficiency by developing the Virtual Whiteboard, which allows employees to track and review progress virtually, and ClientSite, which provides analytics about client needs. The firm is led by Joseph Ragaglia in Philadelphia, dealing with healthcare, and Harry I. Johnson, III in Century City, California, with a focus on transport. Chicago and Washington DC-based Philip Miscimarra handles arbitration work for the food industry, sometimes alongside Los Angeles–based Nicole Buffalano, who also works in energy and manufacturing. Washington DC’s Daniel Bordoni has worked in the aerospace and defense sector, counseling clients through strikes which have lasted months and representing them in related proceedings before the NLRB. Jonathan C. Fritts in Washington DC has represented clients in complex work in transport, while Philadelphia-based Steven R. Wall also works with the food industry.

    Practice head(s):

    Joseph Ragaglia; Harry I. Johnson, III

    Other key lawyers:

    Philip Miscimarra; Nicole Buffalano; Daniel Bordoni; Jonathan C. Fritts; Steven R. Wall

    Key clients

    Boeing

    DaVita, Inc.

    General Motors

    Georgetown University

    Hackensack Meridian Health

    Marriott International, Inc.

    Southwest Airlines

    Triumph Group, Inc.

    USMCA Independent Mexico Labor Expert Board

    U.S. Soccer Federation, Inc.

    United States Maritime Alliance (USMX)

    W.D. Wright Contracting, Inc.

    Work highlights

    • Represented Southwest Airlines in a case brought by its pilots union challenging Southwest’s implementation of a COVID-19 vaccine mandate, which the company implemented in response to the September 2021 Executive Order mandating that employees of federal contractors be fully vaccinated.
    • Advising Hackensack University Medical Center and Meridian Health System on employment issues as the two combined to become the largest, most comprehensive healthcare network in New Jersey.
    • Advised Toyota on all aspects of labor-management relations, including navigating workplace changes related to COVID-19 in a unionized environment, defending labor arbitrations resulting from safety protocols and response to the COVID-19 pandemic, and advising two Southern California facilities in preparing for and successfully negotiating collective bargaining agreements.

    Labor and employment > Workplace and employment counseling Tier 1

    The sizeable and highly regarded labor and employment practice at Morgan, Lewis & Bockius LLP 'consistently delivers expert legal advice in a timely and responsive fashion'. Its labor and employment counseling team includes many attorneys which worked in government before joining the firm, and employees at the firm are also trial lawyers, meaning they have first-hand experience of all aspects of the legal process. Its clients include major tech companies, as well as well-known companies operating in a range of other industries. The firm has made use of digital platforms, developing the Virtual Whiteboard, which allows employees to track and review progress virtually, and ClientSite, which provides analytics about client needs. The practice is led by Grace Speights in Washington DC, whose work has involved investigating misconduct claims in the entertainment, sports and legal services sectors, and David McManus in New York and Boston, who has crisis management experience, with a focus on avoiding reputational harm. From the Los Angeles office, Kathryn McGuigan covers all areas of human resources management and handles wrongful termination cases. David Bowman left the firm to work at Facebook.

    Practice head(s):

    Grace Speights; David McManus

    Other key lawyers:

    Kathryn McGuigan; Michelle Silverman; Barbara Miller; Thomas Linthorst; August Heckman; Sharon Masling; Jocelyn Cuttino; Stephanie Sweitzer; Michael Schlemmer; Eleanor Pelta; Eric Bord

    Testimonials

    The Morgan Lewis attorneys consistently deliver expert legal advice in a timely and responsive fashion. They seek to understand the client’s business operations, needs, and culture. The firm’s litigators are top notch.’

    ‘Morgan Lewis is handling all of our California wage and hour litigation. They are responsive, practical and strategic. Barbara Miller has done a great job juggling many cases for us. She is very knowledgeable, organized and creative and has secured a number of favorable outcomes for us. I can’t recommend them highly enough.’

    ‘The Morgan Lewis employment law and immigration legal teams have provided our company with consistently excellent legal support for the last 10 years in the US and globally.’

    ‘Thomas Linthorst – our key relationship partner is incredibility smart, thoughtful, a good listener and an excellent litigator. He coordinates all of the legal support for us and ensures high quality work and results. Michelle Silverman has conducted many sensitive internal investigations for our company and is highly expert on ADA and COVID-19 matters.’

    ‘August Heckman – excellent litigator, pragmatic. Sharon Masling – exceptional understanding of EEOC policy and issues, partner who helped us navigate COVID-19 decisions. Eleanor Pelta and Eric Bord – experts in US and global immigration.’

    Jocelyn Cuttino provides real-time advice. She frequently loops in a diverse set of attorneys on projects, which we as a client greatly appreciate.

    Grace Speights and Sharon Masling both quickly established their credibility in a situation that involved sensitive issues. When there were decision points they provided the full range of options, gave their advice re best practices etc. and allowed us to make knowledgeable decisions.

    Stephanie Sweitzer and Michael Schlemmer are outstanding in both knowledge and responsiveness. They provide timely advice and counsel to allow for good decision making. I value their partnership very much.’

    Key clients

    Amazon

    Aramark

    Board of Governors of Hebrew Union College

    Disability:IN

    GlaxoSmithKline

    National Audubon Society

    TPG Capital

    Toyota Motor North America

    Work highlights

    • Represented GlaxoSmithKline in conducting an investigation of allegations of sexual harassment and inappropriate conduct brought against an individual.
    • Led an investigation into allegations against the National Audubon Society, and conducted a workplace cultural assessment and made recommendations for improving workplace culture for all employees.
    • Provided strategic labor relations and employment advice to TPG Capital in connection with its investment in DirecTV with AT&T Inc, a transaction that had implications for 7,000 unionized employees.

    Media, technology and telecoms > Outsourcing Tier 1

    Morgan, Lewis & Bockius LLP continues to be engaged on large-scale, global outsourcing transactions, providing assistance to clients on digital transformations as well as the outsourcing of facilities management, finance and accounting, and legal services. The team also aids clients in negotiating strategic partnerships and software development and licensing agreements with vendors. While the practice predominantly works on the customer side of transactions, it also counts a number of prominent service providers amongst its clients. The team is spread between Philadelphia and New York, with global head of outsourcing Barbara Melby working across both offices. Melby is a long-standing outsourcing practitioner has deep experience handling billion-dollar deals. Other key contacts in the team include Michael Pillion in Philadelphia and Vito Petretti in New York, who are regularly engaged by prominent clients from a range of sectors on technology outsourcing deals.

    Practice head(s):

    Barbara Melby

    Other key lawyers:

    Key clients

    AmerisourceBergen Corporation

    Anthem

    Becton Dickinson

    Genpact

    Merck

    Morgan Stanley

    NiSource

    Pearson

    Sabre

    SEI

    Vanguard

    Work highlights

    • Represented Vanguard in the ongoing governance of its 10-year strategic outsourcing with Infosys that is designed to deliver a technology-driven approach to DC plan administration.
    • Represented Genpact in multiple major outsourcing transactions with leading global corporations.
    • Represented Anthem in the restatement and amendment of its multi-tower services agreement with IBM whereby IBM retains application and other services, and in the negotiation of a separate stand-alone agreement for IT infrastructure services with the newly spun off business unit of IBM (Kyndryl).

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

    Morgan, Lewis & Bockius LLP is singled out for its deep bench and has expertise across litigation, corporate governance and transactional work to offer full-service to clients. Other key areas of focus include investment management and fiduciary matters. Primarily based in Washington DC, the group is led by Celia Roady and advises public charities, private foundations, and donor-advised funds on tax planning, regulatory issues and compliance matters, leveraging its larger global tax practice based in Silicon Valley. Kimberly Eney returned as partner and co-leads the group from San Francisco; she is the key name for private foundations on the Chapter 42 tax regime. Elsewhere, the group has bolstered its offering with several leading additions including Megan BellTomer Inbar, and counsel Lauren Simpson, all joining from Patterson Belknap Webb & Tyler LLP in March 2021. In DC, Caroline Waldner was promoted to counsel and remain core members of the group. Alexander Reid departed the firm in July 2021, and Shira Helstrom departed in October 2022.

    Practice head(s):

    Celia Roady; Tomer Inbar; Megan Bell; Kimberly Eney

    Other key lawyers:

    Testimonials

    Celia Roady is always prepared, organized, and an incredible advisor.’

    Tax > US taxes: contentious Tier 1

    Morgan, Lewis & Bockius LLP is well-regarded for its tax controversy and litigation support for tax-exempt organizations, high-net-worth individuals, multinationals, and foundations. Covering transfer pricing controversies, administrative appeals, and litigation, the team also has strong IRS and international alternative dispute resolution programs. Based in San Francisco and Silicon Valley respectively, Barton Bassett and Rod Donnelly lead the tax litigation practice on the West Coast. In Philadelphia, Daniel Carmody represents in audits and appeals before the IRS for tax-exempt organizations, while in New York Mary Hevener specializes in payroll tax and employment tax litigation. Washington DC-based William Nelson deals with tax controversies related to partnerships and joint ventures, while Alex Sadler is an expert in R&D tax credit controversy and litigation. Tax litigation expert Tom Linguanti leads the Chicago practice. Sanford Stark, Saul Mezei and Terrell Ussing departed in November 2021. John Magee retired in 2021.

    Practice head(s):

    Barton Bassett; Daniel Nelson

    Key clients

    The Coca-Cola Company

    Perrigo Company

    Western Digital Corporation

    Innovation Ventures LLC, Manoj Bhargava

    CSX Corp.

    Medtronic plc

    Best Buy

    Work highlights

    • Represented The Coca-Cola Company in a docketed transfer pricing case involving approximately $10bn in income deficiencies (approximately $3.5bn in income tax deficiencies) asserted by the IRS against the Coca-Cola Company for its 2007-09 tax years.
    • Represented Perrigo in Perrigo Company v. The United States involving the 2006 transfer of a contract from a United States entity to a related Israeli entity, relating to the manufacture of a drug in Israel and its distribution in the United States, occurring before the filing for FDA approval was made.
    • Represented Western Digital in transfer pricing litigation involving two docketed cases and over $3bn in asserted income deficiencies for the taxpayer’s 2008-2012 tax years.

    Antitrust > Cartel Tier 2

    Morgan, Lewis & Bockius LLP is involved in a wide range of global cartel investigations and enforcement actions, representing a bevy of high-profile corporate clients before both the DOJ and FTC as well as international antitrust agencies. The team has considerable in-house enforcement and industry-specific expertise, representing clients throughout cartel investigations in the automotive, electronics (including superconductors), healthcare, pharmaceuticals and energy sectors, enjoying a particularly successful record in litigation. Washington DC-based Clayton Everett Jr heads up the cartel investigations team, and handles civil and criminal cartel and non-merger investigations by the DOJ and FTC, securing immunity and leniency for a number of international clients, as well as successfully avoiding enforcement actions against clients in contexts where other parties were fined. Former federal and DOJ prosecutor Mark Krotoski in Silicon Valley is an authority on cartel enforcement and is an active defense counsel in litigation as well as co-ordinating responses to investigations, while Boston-based Daniel Savrin specializes in consumer protection issues, and regularly represents clients against civil and criminal cartel actions at state and federal level. Scott Stempel retired from the firm in December 2021.

    Practice head(s):

    Clayton Everett Jr

    Other key lawyers:

    Testimonials

    Clay Everett is top of class in antitrust law. He is an expert on the Sherman Act, he gives common sense and reasoned guidance and counsel, and he knows how to defend enforcement actions brought by the government. I want Clay on my team.’

    ‘They had deep understanding about the industry/products and the business culture/custom in Japan, which are very important when laying out the defense strategy.’

    ‘Clayton Everett Jr. was especially outstanding. He quickly and accurately understands the case and is excellent in defense strategy making.’

    Key clients

    BMW Group

    Work highlights

    • Represented several defendants in the multi-district In Re generic pharma litigation.
    • Representing a healthcare company in proceedings against criminal antitrust charges brought by the DOJ’s Antitrust Division alleging that the client entered into non-solicitation agreements with two other companies.
    • Represented several parties in the ICE LIBOR antitrust class action Putnam Bank v. Intercontinental Exchange.

    Dispute resolution > E-discovery Tier 2

    Morgan, Lewis & Bockius LLP takes a ‘proactive, creative and thoughtful’ approach to e-discovery, maintaining a multidisciplinary team that includes lawyers, legal design professionals and engineers which enables it to advise across the full range of issues. The firm has a number of large international clients in its portfolio, for which it serves as national e-discovery counsel and advises on litigation and investigation issues across all lines of business; Capital One is one such example. Key partners Tess Blair and Scott Milner are based in Philadelphia and serve as practice head and deputy head respectively; the former was responsible for founding the firm’s e-data practice and continues to innovate by developing products using AI, and machine learning technology. Karen Hourigan departed in March 2021.

    Practice head(s):

    Tess Blair

    Other key lawyers:

    Tara Lawler; Jennifer Williams; Scott Milner

    Testimonials

    ‘Scott Milner and Jennifer Williams have been very responsive to our questions and provide professional advice that is grounded in real-world practices.’

    ‘The e-discovery team is proactive, creative and thoughtful in their approaches. They partner with clients, are available for consulting on novel issues and interested in developing methodologies together.’

    ‘Tess Blair and Scott Milner are exceptional members of the Morgan Lewis team. They are thoughtful, knowledgeable, engaged, creative and great e-discovery advisors.’

    Key clients

    General Electric Company (GE)

    Merck & Co., Inc.

    Work highlights

    • Handling General Electric Company’s entire internal legal hold management process.
    • Serving as national discovery counsel for Cigna on all aspects of discovery across its entire litigation/investigation portfolio.
    • Acting as national discovery counsel for Capital One.

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

    Led from Washington DC and Los Angeles by Paul Zevnik and Yardena Zwang-Weissman and also able to call upon the expertise of practitioners spread throughout the country, Morgan, Lewis & Bockius LLP is well-positioned to handle product liability disputes. Many of the firm's healthcare-related product liability cases are of an aggregated nature, including class actions and MDLs, which the firm is well-positioned to handle due to its vast litigation resources and its aptitude at trying cases. A seasoned litigator with experience at both trial and appellate level, John Lavelle  in Philadelphia is regularly at the forefront of the most significant healthcare-related product liability disputes, including representing Rite Aid in various opioid-related litigation matters.

    Key clients

    Rite Aid Corp.

    Philips RS North America LLC

    GlaxoSmithKline

    Aurobindo Pharmaceuticals

    Merck

    Work highlights

    • Representing Rite Aid in various opioid-related litigation matters.
    • Representing Philips as lead national and co-ordinating counsel in product liability and putative class action litigation arising from the recall in June 2021 of ventilation and sleep apnea medical devices.
    • Representing Aurobindo Pharmaceuticals in litigation alleging plaintiffs developed cancer from exposure to the prescription drug Valsartan.

    Dispute resolution > Securities litigation: defense Tier 2

    Morgan, Lewis & Bockius LLP has a deep bench of securities litigation and enforcement lawyers, who handle not only issuer-based class actions, but also high-profile regulatory matters before the SEC and the DOJ. It has a particular focus on cases involving complex financial products, including credit default swaps, derivatives, structured products, fixed-income instruments and commodities. Timothy Burke in Boston leads the securities enforcement and litigation group, in which Jeff Boujoukos in Philadelphia oversees enforcement work and Jordan Hershman in Boston leads on litigation. Michael Kichline in Philadelphia has deep experience in securities class actions and corporate governance disputes. Hershman secured the complete dismissal of three putative securities class actions against Casa Systems brought under Section 11 of the Securities Act of 1933. Charlene Shimada in San Francisco is a highly regarded litigator and founder of Women In Securities (WISe), a network for women securities litigators, who recently secured several significant victories for the underwriters of the U.S. initial public offering of Sogou, Inc., among them JPMorgan Securities and Goldman Sachs (Asia).

    Practice head(s):

    Timothy Burke; Jeff Boujoukos; Jordan Hershman

    Other key lawyers:

    Michael Kichline; Charlene Shimada

    Key clients

    Synchronoss Technologies, Inc.

    Casa Systems, Inc.

    Evercel, Inc./ZAGG Inc.

    Buckeye Partners LP

    J.P. Morgan

    Jefferies LLC

    Goldman Sachs & Co. LLC

    KPMG LLP

    Work highlights

    • Represented directors of Synchronoss Technologies Inc. in a shareholder derivative lawsuit.
    • Represented Casa Systems and certain of its directors and officers in securing the complete dismissal of three putative securities class actions for our clients.
    • Represented the underwriters of the U.S. initial public offering (IPO) of Sogou, Inc. in In re Sogou, Inc. Shareholder Litigation.

    Finance > Project finance

    Finance > Structured finance: derivatives and structured products Tier 2

    Morgan, Lewis & Bockius LLP‘s derivatives practice sits within the investment management department and provides advise pertaining to the waterfront of derivatives issues, encompassing transactional, regulatory and enforcement work, as well as issues arising from insolvencies. New York’s Thomas D’Ambrosio  has knowledge across a wide variety of asset classes, including equity, debt, credit, commodity, interest rate, currency, and exotic derivatives, also advising on regulatory and insolvency-related matters. He jointly leads the team alongside Michael Philipp  in Chicago, who has expertise in novel transactions, with experience advising on cryptocurrency derivatives. In Boston, Edwin Smith  has a specialism in equity and credit derivatives, interest rate and currency swaps, and total return swaps. Another key figure in Boston is Katherine Dobson Buckley, who regularly handles cross-border and US futures, derivatives and prime brokerage work.

    Practice head(s):

    Thomas D’Ambrosio; Michael Philipp

    Other key lawyers:

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

    Key clients

    Entergy Corporation

    Ameren Corporation

    NextEra Energy, Inc.

    esVolta

    Citibank

    Corporate Office Properties Trust

    Long Road Energy

    BNY Mellon

    BNP Asset Management

    Bitfinex

    Exodus Point Capital Management

    Citadel

    American Water Works Company

    KalshiEX Inc.

    Merrill Lynch

    Work highlights

    • Assisted KalshiEX Inc. (Kalshi), a CFTC designated contract market (exchange), with its event market product listing regulatory analysis and ongoing interaction with the SEC as  to whether any of its proposed contracts constituted securities or securities derivatives within the jurisdiction of the SEC
    • Advised Entergy Corporation on establishing a $1 billion at-the-market equity issuance program that could utilize equity forward derivative transactions. This transaction was important for the issuer to preserve the current stock market price of a significant amount of its shares while being able to determine when to issue the shares in the future.
    • Advised Ameren Corporation on establishing a $750,000,000 at-the-market equity issuance program that could utilize equity forward derivative transactions. This transaction was important for the issuer to preserve the current stock market price of a significant amount of its shares while being able to determine when to issue the shares in the future.

    Industry focus > Energy regulation: conventional power Tier 2

    Morgan, Lewis & Bockius LLP 's full-service energy group has extensive FERC capabilities as well as regulatory transactional capabilities. It regularly handles investigations involving significant regulatory compliance issues that concern state and federal regulatory bodies, including the CFTC. The group also has a strong reputation in the nuclear energy segment, advising clients on second-license renewals and advanced reactor licensing, decommissioning efforts and management of spent nuclear fuel; Paul Bessette is the key figure in this area. Practice head Stephen Spina represents electric utilities before the FERC in restructuring, market investigations and Federal Power Act regulatory matters. Former practice head Kathryn Sutton retired in September 2021. All individuals are based in Washington DC.

    Practice head(s):

    Stephen Spina

    Other key lawyers:

    Daniel Skees; Paul Bessette; Alex Polonsky; Tim Matthews; Jane Accomando

    Key clients

    AES Corporation

    American Electric Power

    Duke Energy

    Edison Electric Institute

    Energy Harbor

    Entergy

    Evergy

    Exelon

    General Electric Company

    National Grid

    NextEra/Florida Power & Light

    NorthWestern Energy

    PacifiCorp

    Pinnacle West Capital Corporation

    Southern California Edison

    Talen Energy

    TECO Energy

    TerraPower

    Westinghouse

    Xcel Energy

    Work highlights

    • Represented Interim Storage Partners in multiple successful administrative appeals before the NRC as they seek an NRC license to construct and operate an interim storage facility for spent nuclear fuel in Texas.
    • Assisted National Grid in successfully seeking FERC approval of a transaction in which National Grid is selling its subsidiary, The Narragansett Electric Company, to PPL Corp.
    • Representing PacifiCorp in a rate case to revise its FERC ancillary service rates.

    Industry focus > Energy regulation: oil and gas Tier 2

    The team at Morgan, Lewis & Bockius LLP is ‘beyond exceptionalIt is well known for handling issues in the FERC regulatory space and is also adept at advising on pipeline, CFTC and state utility issues. The group also frequently advises clients on evolving cybersecurity issues, including compliance issues relating to companies’ responses to the new security directive of the Department of Homeland Security’s Transportation Security Administration; associate Arjun Ramadevanahalli leads on such matters. ‘World-class attorneyKirstin Gibbs leads the practice and has experience handling unique regulatory challenges affecting LNG regasification and liquefaction terminals. For expertise in carbon trading and carbon pricing, Levi McAllister is the key name. Stephen Spina chairs the firm-wide energy practice. All individuals are based in Washington, DC. Former practice head Kathryn Sutton retired in October 2021.

    Practice head(s):

    Kirstin Gibbs; Stephen Spina

    Other key lawyers:

    Testimonials

    The attorneys at Morgan Lewis are beyond exceptional in advising on pipeline, FERC, CFTC and state utility regulatory issues.

    Kirstin Gibbs is probably the smartest and hardest working pipeline attorney I have ever met. It’s impossible to list all of her positive attributes. Beyond being a world-class attorney, she is responsive, cost-conscious and a genuine pleasure to work with.

    I’ve also been extremely impressed with Levi McAllister. He has been extremely helpful to our group on the matters he’s been involved with.

    Very willing to offer creative billing solutions for all of our work.

    Open, honest, decisive, hard-working, has the foresight to see the bigger picture when handling long term complex negotiations or regulatory matters.

    Key clients

    Equinor Natural Gas

    Ares EIF

    New Brunswick Energy Marketing Corporation

    Nova Scotia Power

    Spire Marketing / Spire Storage West

    Summit Arkansas Gas / Summit Oklahoma Gas

    Piedmont Natural Gas

    Duke Energy Kentucky

    Duke Energy Ohio

    Diversified Gas and Oil

    Shell Trading US

    South Jersey Industries

    Work highlights

    • Advising South Jersey Industries regarding an investment in and development of renewable natural gas projects across the Northeast United States that will allow their gas utilities to decarbonize the company’s footprint in New Jersey.
    • Representing Spire Storage West in the expansion of its existing natural gas storage facilities (Belle Butte) by filing for and obtaining FERC approval to construct and operate new facilities.
    • Represented Equinor in four separate NGA Section 4 rate case proceedings at FERC involving: (1) Dominion Energy Cove Point, an LNG import and export facility and an interstate natural gas pipeline; (2) Columbia Gas Transmission, an interstate natural gas pipeline; (3) Eastern Gas Transmission Storage, an interstate natural gas pipeline; and (4) Texas Eastern Transmission (TETCO), an interstate natural gas pipeline.

    Industry focus > Energy transactions: conventional power Tier 2

    Industry focus > Environment: litigation Tier 2

    Morgan, Lewis & Bockius LLP‘s environmental counseling and litigation practice is adept at trying high-stakes cases, including those stemming from enforcement investigations, mass tort claims and multi-party hazardous waste lawsuits. Remediation of contaminated sites and natural resource damage assessments under CERCLA are other notable areas of practice for the team, which fields further strength in defending energy and infrastructure permits in state and federal courts. Co-head James Dragna takes on a leading role in major litigation and environmental crises mandates, often acting for multiparty groups in hazardous waste proceedings; he works out of Los Angeles. Fellow co-leader John McGahren manages the New Jersey-based litigation team; he has a wealth of experience in prosecuting and defending citizen suits, Superfund and RCRA cases. Stephanie Feingold  in Princeton is regularly retained by chemical, energy, telecoms and manufacturing companies engaged in multi-district litigation. Based in Washington DC, Duke McCall is a crucial member of the environmental practice with decades of first-chair experience representing clients in some of the largest matters handled by the team.

    Practice head(s):

    James Dragna; John McGahren

    Other key lawyers:

    Duke McCall; Stephanie Feingold; Randall Levine; Ariel Kapoano; Sean Radomski

    Key clients

    Southern California Gas Company

    Celanese Corporation

    BKK Joint Defense Group

    TDY and Allegheny Technologies, Inc.

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

    Verizon Communications Inc.

    SL Industries

    The Sherwin-Williams Company

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

    The Chemours Company (Chemours) and E.I. du Pont de Nemours and Co. (DuPont)

    Work highlights

    • Serving as coordinating and litigation counsel for SoCalGas and Sempra Energy handling more than 394 individual and government complaints involving more than 48,000 individual plaintiffs, multiple class actions, six derivative/securities lawsuits, one criminal proceeding, a Proposition 65 claim, and several administrative enforcement proceedings, including related appeals to the Court of Appeal and the California Supreme Court, among other matters arising from the 2015 natural gas leak at the Aliso Canyon storage facility.
    • Representing Celanese Corporation (Celanese) and its affiliates in proceedings related to the clean-up of the Lower Passaic River, which is listed on the US EPA Administrator’s list of Superfund Sites Targeted for Immediate, Intense Action.
    • Representing Verizon in connection with three actions in the Eastern District of New York. in 101 Frost Street Associates L.P v. United States Department of Energy.

    Industry focus > Environment: regulatory Tier 2

    Split between Los Angeles and Princeton, Morgan, Lewis & Bockius LLP‘s environment group is well regarded for its wide-ranging expertise in multimedia enforcement actions, investigations, environmental remediation matters and natural resource damage assessments under the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA). Major sources, including refineries and large manufacturing facilities, routinely seek the team’s assistance with regulatory and compliance advice in the context of large-scale energy and infrastructure projects permitting. Furthermore, attorneys offer clients expertise on climate change, the Toxic Substances Control Act (TSCA) and the burgeoning state and federal regulation of emerging contaminants such as 1,4-dioxane and per- and polyfluoroalkyl substances (PFAS). James Dragna in Los Angeles handles an array of environmental regulatory and crisis management matters on behalf of major energy, aerospace and manufacturing clients. He jointly oversees the environmental counselling and litigation department with John McGahren , who is based in Princeton. Rick Rothman  is a noteworthy practitioner in the Los Angeles office; he has in-depth knowledge of air and water quality issues, energy efficiency and Proposition 65. Regulatory compliance counseling and enforcement defense involving air quality, water quality, and hazardous substances are core areas of activity for LA-based David Brown. Also on the West Coast, Ella Foley Gannon  is a key contact in San Francisco for natural resource permitting and entitlements defense against judicial and administrative challenges.

    Practice head(s):

    James Dragna; John McGahren

    Other key lawyers:

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

    Key clients

    HollyFrontier Corporation

    Superfund Settlements Project and the RCRA Corrective Action Project

    CNA Holdings LLC (Celanese)

    BKK Joint Defense Group

    Stepan Company

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

    Port Authority of New York and New Jersey

    Imperial County Air Pollution Control District

    Work highlights

    • Serving as common counsel to BKK Working group, which  covers collaboration with regulators, including the California Department of Toxic Substance Control and the United States Environmental Protection Agency (EPA), on complex enforcement issues, investigation, and remedial issues.
    • Representing Stepan in matters involving overlapping oversight and enforcement by the EPA, US Army Corps of Engineers, Nuclear Regulatory Commission (NRC), Department of Justice (DOJ), and NJDEP related to the clean-up of the Maywood Chemical Company Superfund Site in Maywood, New Jersey.
    • Representing the Superfund Settlements Project and the RCRA Corrective Action Project, two leading industry advocacy groups that focus on the laws that govern management and clean-up of contaminated sites.

    Industry focus > Healthcare: health insurers Tier 2

    Morgan, Lewis & Bockius LLP is known for its complex contentious work, with an emphasis on representing large scale, national health plans. Class actions are a particular area of strength for the team, having achieved victories either through litigation or settlement on behalf of Anthem and Cigna. It is equally capable of acting in reimbursement disputes with providers, and in appellate cases. The team also acts on insurer financings, with Philadelphia-based Stephen Janetta advising Independence Health Group on its $550m credit facility. San Francisco-based Molly Moriarty Lane is particularly well regarded for her class action work and expertise on the Mental Health Parity Act. Brian Jazaeri and Howard Young co-lead the team from Los Angeles and Washington DC respectively. LA-based Lisa Weddle also offers class action expertise.

    Practice head(s):

    Howard Young; Brian Jazaeri

    Key clients

    MD Anderson Cancer Center

    Centennial Hospice

    Gastro Care Partners

    Ready Responders

    The Vistria Group

    Agape Care Hospice

    Clinical PsychAssociates LLP

    Indigenous Pact, Inc.

    DaVita, Inc.

    Rite Aid

    Work highlights

    • Represented Anthem in several behavioural health class action cases.
    • Represented Cigna in putative nationwide RICO and ERISA class action.
    • Represented Independence Health Group and certain of its subsidiaries in a $550m five-year syndicated credit facility.

    Industry focus > Healthcare: life sciences Tier 2

    Morgan, Lewis & Bockius LLP is able ‘to shift quickly from litigation focus to compliance focus’ and assist in building corporate structures for life sciences clients. The team is particularly known for its work on research collaboration and licensing agreements, advising both emerging companies and pharmaceutical groups. It also provides M&A and capital markets advice. Its IP offering is equally notable, offering litigation support for small molecule, biologic and medical technology products, with Chicago-based co-head Michael Abernathy obtaining an appellate victory against Genentech’s hemophilia antibody treatment a key example. Kathleen Sanzo leads the FDA practice from Washington DC, offering broad advice on product development, approval and clinical testing. San Francisco-based co-head Jeffry Mann , primarily acts on IP asset management. SF-based Benjamin Pensak leads the transactional team, with Princeton-based Alan Leeds offering experience with venture capital. Also noteworthy is Washington DC-based Michele Buenafe, who advises on Medtech and digital health regulations.

    Practice head(s):

    Testimonials

    ‘My experience with Morgan-Lewis has been very positive. They are a well-rounded firm with expertise across multiple aspects of the medical device industry.’

    ‘Dennis Gucciardo is one of the best FDA attorneys I have worked with in my 20-year career in Medical Device Quality and Regulatory Affairs. Not only does he know the applicable laws, he is always responsive to requests. Dennis is also great at brainstorming the best regulatory pathway when dealing with unique issues.’

    ‘Morgan Lewis’s healthcare and regulatory practice is second to none. They recruited the government lawyers necessary to navigate clients through these capricious times. They are willing to shift quickly from litigation focus to compliance focus and will assist in training and building corporate structures.’

    ‘Kathy Sanzo offers spot-on, non-filtered advice that gives business colleagues confidence in the law firm as well as the in-house department.’

    ‘Strong life sciences emphasis across various groups (e.g., transactional, regulatory).’

    ‘Amanda Goceljak is excellent at life science transactional work, particularly collaborations and licensing. Jackie Berman is sharp, presents well to management, and provides practical solutions for regulatory issues.’

    Key clients

    Eli Lilly and Co.

    Kite

    JC Medical, Inc.

    Shiseido Americas Corporation

    Genentech

    Zimmer Biomet

    Merck

    HP, Inc.

    Takeda Pharmaceutical Co.

    Work highlights

    • Represented Eli Lilly and Co. in its license, development, and commercialization agreement with Asahi Kasei Pharma Corp.
    • Represented Takeda’s affiliate Baxalta in a lawsuit against Genentech and its bispecific antibody drug Hemlibra®.
    • Advising JC Medical in expanding and developing its patent portfolio in the US and throughout the world.

    Industry focus > Transport: rail and road - finance Tier 2

    Morgan, Lewis & Bockius LLP‘s wide-ranging automotive practice routinely acts for traditional automakers, suppliers, technology developers and financial institutions. The group is increasingly focused on connected cars, autonomous vehicle development, ride-share platforms, and electrical vehicles and other alternative forms of vehicle power. Heading up the firm’s automotive and mobility industry practice, Philip Russell, who works across the firm’s Chicago and New York offices, acts on a variety of automotive-related corporate and structured finance transactions. Also key to the team is Silicon Valley and San Francisco-based commercial, IP and technology transactions specialist Rahul Kapoor. In New York, Robert Dickey‘s experience includes advising automotive and mobility sector companies, while the practice of global structured transactions practice head Reed Auerbach includes auto loan and lease receivables.

    Practice head(s):

    Key clients

    Toyota Motor Credit Corporation

    10X Capital Venture Acquisition Corp

    Insurance Acquisition Corp

    Work highlights

    • Represented Toyota, as issuer’s counsel, in an SEC-registered issuance of $1.56bn of notes, which were secured by a pool of fixed rate auto loan receivables.
    • Representing 10X Capital Venture Acquisition Corp, a publicly traded SPAC, in its entry into definitive agreements to effect a business combination with REE Automotive.
    • Represented Insurance Acquisition Corp, a publicly traded SPAC, in its business combination with Shift Technologies for approximately $440m in common stock.

    Intellectual property > Patents: licensing Tier 2

    Spread across offices the firm's offices in Philadelphia, Silicon Valley, Boston or Chicago, Morgan, Lewis & Bockius LLP's practice has built a stellar reputation for its prowess handling domestic and international technology transactions, primarily outsourcing transactions, and is a preferred choice for semiconductors, software, electronics, engineering and life sciences clients. Business method and e-commerce patent licensing agreements are other areas of expertise. The large practice comprises a bench of deeply experienced practitioners, including Louis Beardell in Philadelphia; Pittsburgh’s Peter Watt-Morse; life sciences specialist Benjamin Pensak in San Francisco; and Silicon Valley duo Dion Bregman and Rahul Kapoor. Additionally, through representations and local partnerships, the firm routinely advises companies desiring to operate in Japan, China, and India, as well as Asia-based global companies expanding into the United States. The group was in charge of representing Takeda Pharmaceutical in its agreement with Moderna and Japan’s Ministry of Health, Labour, and Welfare to import and distribute an additional doses of Moderna’s COVID-19 vaccine in Japan.

    Key clients

    Cyclerion Therapeutics

    NBE Therapeutics

    Eli Lilly & Co.

    SanDisk Corporation

    Xperi Corporation

    Merck

    National Comprehensive Cancer Network

    Sandvik

    Work highlights

    • Represented Cyclerion Therapeutics in a licensing agreement with Akebia Therapeutics for the development and commercialization of praliciguat, an oral soluble guanylate cyclase (sGC) stimulator.
    • Represented Takeda Pharmaceutical in its agreement with Moderna and Japan’s Ministry of Health, Labour, and Welfare (MHLW) to import and distribute an additional 50 million doses of Moderna’s mRNA COVID-19 vaccine in Japan.
    • Represented Eli Lilly in its license, development, and commercialization agreement with Asahi Kasei Pharma Corp.

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

    The IP practice at Morgan, Lewis & Bockius LLP prosecutes patents and provides strategic advice to a number of renowned domestic and international technology and life sciences companies. The group garners praise for its ‘very deep understanding of the life sciences, biotech and pharmaceutic-related technologies and inventions’. Drawing from its successful litigation group, the firm is also well suited to act in post-grant proceedings, handling all types of proceedings, including appeals, reissues, and reexaminations. Louis Beardell heads the practice from Philadelphia, while Dion Bregman, who represents public and private companies in the software, hardware, media, internet, telecommunications, and medical device sectors, acts as deputy practice head from Silicon Valley. San Francisco-based life sciences, chemistry and healthcare specialist Christina MacDougall, who is recommended for being ‘an extraordinary patent attorney’; Mark Itri in Orange County; and Janice Logan in Washington, DC, are other names to note.  The firm also operates from its offices in Houston, Chicago and Boston.

    Practice head(s):

    Testimonials

    ‘Very deep understanding of the life sciences, biotech and pharmaceutic-related technologies and inventions. Outstanding responsiveness.’

    One of the unique features of Morgan Lewis team for patent prosecutions is their creativeness and flexibility formed upon their vast knowledge about the USPTO practice. Further, their strength resides both in patent prosecutions and post-grant proceedings.’

    ‘Christina MacDougall is an extraordinary patent attorney. Very knowledgeable, dedicated, responsive, and pleasant to work with.’

    Janice Logan speaks fluent Japanese. Although she has a technical background of biotechnology, her enthusiasm enables her to work on variety of technologies such as AI.’

    ‘A strong life sciences practice group. We can consult the team about intellectual property matters and regulatory matters as well as business law matters related to drug development in a one-stop manner.’

    ‘Great service, professionalism, and responsiveness: Dion Bregman.’

    Key clients

    ConocoPhillips Company

    POSCO

    Qualcomm

    SalioGen Therapeutics Inc.

    Volta Charging, LLC

    Work highlights

    • Secured a significant appellate win for ConocoPhillips before the US Court of Appeals for the Federal Circuit following an appeal from the PTAB.
    • Assisting Qualcomm with IP counseling and patent prosecution with respect to ‘system on chip’ devices.
    • Advised POSCO in connection with its patent prosecution, ex parte reexamination, IPR, and patent infringement matters.

    Investment fund formation and management > Alternative/hedge funds Tier 2

    Under the leadership of New York-based Jedd Wider, the sizeable team at Morgan, Lewis & Bockius LLP serves a client roster comprising more than 800 global hedge fund managers, broker-dealers, and asset managers, and provides them with experience covering every asset class, including listed stocks, fixed income and derivative instruments, emerging market debt, and natural resources. The group’s specialists advise on all major issues relating to start-ups, spinouts, seeding and lead investments, fund formation, managed accounts, derivatives and structured products, and securities. The firm also fields a dedicated hedge fund regulatory practice, which comprises more than 40 lawyers who served with the SEC, FINRA, CFTC, DOJ, and IRS. The Boston office is another key location; Richard Goldman and Stephen Tirrell are the names to note there. Over in Miami, Ethan Johnson frequently handles funds mandates with a transactional focus.

    Practice head(s):

    Jedd Wider

    Other key lawyers:

    Christopher Dlutowski; Stephen Tirrell; Joseph Zargari; Richard Goldman; Ethan Johnson

    Testimonials

    ‘We have worked with them for a long time and are happy with the relationship.’

    ‘They are very responsive and efficient at getting things done. The partner we work with is experienced and commercial.’

    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

    Innocap Investment Management

    Lone Alpha Capital Management

    Millennium Management

    Morgan Stanley

    Parsifal Capital Management

    Sculptor Capital Management (f/k/a Och-Ziff Capital Management)

    Sciens Capital Management

    State Board of Administration of Florida, the fifth largest public pension plan in the United States

    Two Sigma Investments

    Tenaron Capital Management

    Tudor Investment Corporation

    Work highlights

    • Advised Advocate Capital Management on the formation of two master-feeder funds, focused on creating a portfolio composed of diversified strategies, which are expected to perform well during times of market stress by investing through various types of derivative instruments.
    • Representing ExodusPoint, which has approximately $109bn in assets under management, in various general securities and commodity interest matters, as well as assisting the client with the creation of subadvisory relationships and related strategies, and advising on associated legal and compliance obligations, and in connection with regulatory matters in Asia.
    • Advised Whale Rock on the launch of a novel hybrid fund that focuses on investment in publicly traded securities and private securities of companies in the technology, media, and telecoms sectors.

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

    Morgan, Lewis & Bockius LLP routinely acts for management teams and senior executives in high-end M&A, and also counts multinational public companies across the technology, financial services, energy, healthcare and retail sectors, among its key roster of clients. Based in New York, Gary Rothstein is noted for his experience in the private equity space, as well as representing senior management teams, particularly in the technology sector, in IPOs. In the firm’s Philadelphia office, David Zelikoff handles private equity buyout transactions and Robert Lichtenstein advises on equity and compensation arrangement issues, while Washington DC-based Patrick Rehfield focuses on employee fringe benefits matters. Randall McGeorge, who operates from the firm’s Pittsburgh office, and Boston-based associate Ryan Montgomery, are also key members of the team.

    Practice head(s):

    Gary Rothstein

    Other key lawyers:

    Testimonials

    ‘David Zelikoff is very knowledgeable and thorough.’

    Key clients

    Management team of McAfee

    23andMe, Inc.

    Ellucian management group

    CompoSecure LLC

    Oxford Global Resources

    Management group of Brinker Capital

    Management team of Hayward Industries

    Glatfelter

    Platinum Equity Capital Partners

    Honeywell International

    Work highlights

    • Represented the senior management team of McAfee in the company’s $8.6bn IPO.
    • Represented 23andMe as it transitioned to becoming a public company through merger with a special-purpose acquisition company (SPAC).
    • Represented the management team of Ellucian in the company’s sale to Blackstone and Vista Equity Partners.

    Media, technology and telecoms > Technology transactions Tier 2

    Morgan, Lewis & Bockius LLP has an experienced multi-disciplinary technology group that serves the industry with an impressive range of expertise. The bulk of the firm’s work is done through the technology, outsourcing and commercial transactions group, which coordinates with colleagues in the M&A, TMT and IP teams on related strategic and corporate issues. The lawyers are trusted by numerous household name clients to assist with major strategic alliances, services agreements, technology transfers, licensing, outsourcing and M&A mandates. This is built on a cross-practice foundation that includes data security, privacy and employment. Global technology co-head Barbara Melby, and the team’s founding partner Michael Pillion, both work out of Philadelphia and share over 50 years’ experience in the market. Other key partners are well positioned throughout the US, including Rahul Kapoor in Silicon Valley, Doneld Shelkey in Boston, and Vito Petretti and corporate partner Sheryl Orr  in New York.

    Practice head(s):

    Barbara Melby; Michael Pillion

    Other key lawyers:

    Rahul Kapoor; Vito Petretti; Doneld Shelkey; Sheryl Orr

    Key clients

    AmerisourceBergen Corporation

    Anthem

    Axispoint Technology Solutions Group

    Becton Dickinson

    Cincinnati Bell

    Comtech Telecommunications

    Genpact

    GI Partners

    Independence Blue Cross

    Kraft Group

    Omnispace

    Pearson

    Sabre

    SanDisk Corporation

    Turtle Beach

    Vanguard

    Xperi Corporation

    Yandex

    Work highlights

    • Representing Sabre in connection with the negotiation of a 10-year strategic partnership with Google.
    • Represent SanDisk with the drafting and negotiation of commercial and IP issues related to its SD flash memory card joint venture with Toshiba and Panasonic.
    • Representing Axispoint Technology Solutions Group in its acquisition of dinCloud.

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

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

    Tax > US taxes: non-contentious Tier 2

    Fielding a sizeable team with broad national coverage, Morgan, Lewis & Bockius LLP is highly rated for its energy sector credentials and global capital formation practice, advising on major deals and investments for a number of the world’s leading sovereign wealth funds. Partnership taxation, REITs, and private equity fund structuring issues are also core workflows for the group. In Boston, co-practice head Daniel Nelson regularly works with global institutional investors on various inbound real estate and infrastructure investments, an area in which Meghan McCarthy is also an essential contact. Washington DC-based Peter Daub and Scott Farmer are recommended for their deep knowledge of tax considerations for US-based multinationals, while Kathryn Hambrick works with sponsors and global investors on cross-border investments in the Americas. Philadelphia-based Paul Gordon is noted for his niche expertise in energy project financings and life science technology transfer transactions.

    Practice head(s):

    Daniel Nelson

    Other key lawyers:

    Key clients

    FinTech Acquisition Corp.

    MSP Sports Capital

    Iron Mountain Inc.

    HollyFrontier

    10X Capital Venture Acquisition Corp.

    Rexnord Corp.

    Verizon Communications Inc.

    Apollo Global Management, LLC

    NextEra Energy

    Fanatics

    Work highlights

    • Representing Rexnord Corp., which has entered into a definitive agreement with Regal Beloit Corp. under which Rexnord will separate its Process & Motion Control (PMC) segment by way of a tax-free spin-off to Rexnord shareholders and then combine it with Regal in a Reverse Morris Trust (RMT) transaction.
    • Representing 10X Capital Venture Acquisition Corp., a publicly traded special-purpose acquisition company, in its merger with REE Automotive.
    • Represented FinTech Acquisition Corp. IV, a publicly traded special-purpose acquisition company, in its entry into definitive agreements to effect a business combination with entities comprising the advisory management business of Perella Weinberg Partners.

    Antitrust > Merger control Tier 3

    Morgan, Lewis & Bockius LLP is known for its expertise in HSR filings, prolifically advising clients, including private equity investors and corporates, on notifications and HSR-related issues, as well as regularly filing merger notifications in non-US jurisdictions on behalf of notable international clients including Pfizer. The team is also known for its broader work on the HSR Act, working with the FTC on rule changes, particularly within the pharma sector. The antitrust practice works both in tandem with its corporate and private equity teams on approving the firm’s pipeline of deals, as well as regularly being instructed as specialist antitrust counsel for complex multijurisdictional transactions. The practice is led by New York-based Harry Robins , who focuses on securing clearance before the FTC and DOJ for corporate and private equity transactions and joint ventures, and is an authority on premerger notification issues. Washington DC’s Jonathan Rich defends mergers before US and international antitrust authorities, with expertise in a variety of industry sectors, while New York’s David Brenneman is an active HSR advisor, and counsels clients on agency strategy. DC-based Ryan Kantor has a strong focus on the healthcare sector.

    Practice head(s):

    Harry Robins

    Other key lawyers:

    Jonathan Rich; David Brenneman; Ryan Kantor

    Key clients

    Digital Colony Partners

    EQT Partners

    Fanatics

    Hitachi Metals

    Intercontinental Exchange

    Merck & Co. Inc.

    Perrigo Company plc

    Pfizer Inc.

    Platinum Equity

    Rexnord

    Realogy Holdings, Inc.

    Rite Aid

    Securus Technologies Inc.

    Sun Capital Partners Inc.

    Takeda Pharmaceutical

    Teleflex Incorporated

    Zoetis Inc.

    Work highlights

    • Advised Pfizer in the combination of Pfizer’s Upjohn Business and Mylan N.V. to form Viatris.
    • Advised Intercontinental Exchange Inc. in the acquisition Ellie Mae from private equity firm Thoma Bravo L.P.

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

    Morgan, Lewis & Bockius LLP‘s group is comprised of ‘extremely intelligent and savvy practitioners‘, who find favor for their ‘excellent judgment regarding appellate tactics‘. The group brings to bear robust experience in appellate matters nationwide, including involvement in cases before the US Supreme Court, as well as every federal court of appeals and numerous states’ appellate courts. Washington DC-based practice chair David Salmons recently acted alongside Community Legal Services of Philadelphia to successfully challenge the US Department of Agriculture’s guidance in interpreting the Families First Coronavirus Response Act, to support over 650,000 Pennsylvania households struggling to meet basic daily needs during the pandemic. The department also benefits from the experience of ‘consummate appellate lawyerWilliam Peterson in Houston and San Francisco-based Thomas Peterson.

    Practice head(s):

    Testimonials

    ‘Extremely intelligent and savvy practitioners. Wealth of experience and excellent judgment regarding appellate tactics. A real appreciation for what matters and what does not.’

    They are extremely thorough and thoughtful in their analysis of complicated legal issues.’

    ‘Lawyers are exceedingly dedicated to client service.’

    ‘William Peterson is a consummate appellate lawyer who is always focused on the key issues. I would be hard pressed to find someone else with his level of intelligence, talent, diligence and judgment.’

    Bryan Killian is a brilliant lawyer and one of the best advocates I have worked with during my career.’

    Stephanie Schuster is an excellent writer and developing as an oral advocate.’

    Key clients

    Community Legal Services of Philadelphia (CLS)

    Amazon, Inc.

    Alfred E. Mann Foundation (AMF)

    Xcel Energy Services

    CSX Transportation

    AstraZeneca/Bristol Meyers Squibb

    BMW of North America, LLC

    Charter Communications

    Missouri Foster Children

    Novo Nordisk Inc.

    Rite Aid Corporation

    ConocoPhillips Company

    G.W. Lisk Company, Inc.

    LG Electronics Inc. and LG Electronics USA Inc.

    Expedia.com

    Techtronic Industries Co.

    Chamber of Commerce of the United States of America

    Philanthropy Roundtable

    Work highlights

    • Successfully represented Bimbo Bakeries in the Second Circuit in the first appellate decision to resolve the common independent contractor classification for individuals responsible for the distribution of baked goods.
    • Acted alongside Community Legal Services of Philadelphia to secure a pro bono victory for more than 650,000 Pennsylvania households, in a challenge to the Department of Agriculture’s guidance in interpreting the Families First Coronavirus Response Act.
    • Successfully represented several online travel companies (including Hotels.com, Expedia and Hotwire) in a US Supreme Court case concerning cost awards.

    Dispute resolution > Corporate investigations and white-collar criminal defense

    Morgan, Lewis & Bockius LLP is well known in the market for its considerable experience in FCA matters and in representing clients caught up investigations by major enforcement authorities, such as the DOJ and SEC. The practice is active both domestically and internationally and acts for companies and individuals in litigation and on regulatory matters, criminal investigations and sanctions. The team is led by Philadelphia’s Eric Sitarchuk and Timothy Burke in Boston. Sitarchuk has over 35 years’ experience in white-collar crime, and federal and state investigations, while Burke is recommended for securities enforcement and litigation. Amy Schuh joined in Philadelphia from Cognizant in September 2021.

    Practice head(s):

    Eric Sitarchuk; Timothy Burke

    Other key lawyers:

    Susan Resley; Alison Tanchyk; Tinos Diamantatos; Jeffrey Boujoukos; Amy Schuh

    Testimonials

    ‘This team, in addition to the legal expertise they hold in this area, is composed of individuals of high integrity and reputation.’

    ‘Susan Resley has deep subject matter expertise in SEC and FCPA investigations and has an excellent reputation with her colleagues in the bar and also in government.’

    ‘Susan Resley is very responsive to her clients and excellent at helping them understand a process that is new to many of them.’

    ‘The team is highly skilled and above all, everyone is fully engaged which is in contrast to lawyers who might tend to go through the motions.’

    ‘Alison Tanchyk is a star because she takes ownership of the entire process and can be depended upon to know all there is to know about the matter.’

    Key clients

    Rite Aid

    E*TRADE Securities LLC

    Teva USA and Cephalon

    SG Americas Securities

    Charles Cui

    Work highlights

    • Representing Rite Aid in multidistrict litigation relating to the opiod crisis.
    • Successfully concluded a Financial Industry Regulatory Authority (FINRA) investigation for E*TRADE Securities LLC involving electronic blue sheet (EBS) submissions, which provide data to regulators regarding securities transactions.
    • Representing drug manufacturers Teva USA and Cephalon in one of the highest profile industrywide MDL matters of our time.

    Dispute resolution > Financial services litigation Tier 3

    Morgan, Lewis & Bockius LLP is highly active in representing banks in class actions, including defending clients accused of involvement in fraud and ponzi schemes as well as violations of consumer finance law. The mortgage sector is a particular focus for the team, as it handles securities and consumer class actions in this area; it has also recently been engaged on a number of cases related to COVID-19 relief programs. Michael Kraut and Susan DiCicco lead the team, with Elaine McChesney another name to note; all three are based in New York and have broad contentious financial services experience. In Chicago, Kenneth Kliebard is recognized for his work on consumer class actions.

    Practice head(s):

    Michael Kraut; Susan DiCicco

    Testimonials

    ‘Dispute resolution in the financial services sector is unique — the deals are unique and so the conditions to closing and other issues are unique, so you really need to know the space, which Morgan Lewis does.’

     

    Dispute resolution > General commercial disputes Tier 3

    Morgan, Lewis & Bockius LLP‘s client portfolio encompasses national and international financial institutions and companies. The team has a particularly strong track record in the healthcare and life sciences industry and is frequently active in class actions and trials. The Philadelphia-based Gordon Cooney leads the global litigation practice and is well versed in crisis management. Molly Moriarty Lane is a key contact for class actions in Los Angeles and California, while Troy Brown, also in Philadelphia, cover post-M&A disputes. Elizabeth Herrington in Chicago has know-how in the automotive and mobility space, and Michael Kraut in New York has experience acting for financial industry clients.

    Practice head(s):

    Gordon Cooney

    Key clients

    Aeroméxico

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

    Anthem Inc.

    Zimmer Biomet Holdings, Inc.

    Covance Inc.

    Vertiv Corporation

    SEI Investments

    Snap Inc.

    AmerisourceBergen

    Securus Technologies

    Work highlights

    • Represented Mexican airline Aeroméxico in defending a putative class action complaint alleging violations of the Racketeer Influenced and Corrupt Organizations Act (RICO); Sherman Antitrust Act; and state law claims of fraud, and unjust enrichment..
    • Represented defendants Spark and NGE in a post-merger & acquisition earn-out dispute in the Southern District of New York arisen from NGE’s acquisition of Major Energy Services, LLC (Major Energy), and Spark’s subsequent acquisition of Major Energy from NGE.
    • Represented Anthem in several behavioral health class action cases.

    Finance > Commercial lending Tier 3

    With its national network of offices, Morgan, Lewis & Bockius LLP is able to provide a comprehensive service from lenders at various levels of the market. The group’s leveraged finance practice primarily focuses on the growing alternative lending market, and acts for major clients such as Ares Capital. The firm also has a strong asset-based lending practice which represents sought-after clients such as JPMorgan Chase and HSBC in complex transactions with complex borrower capital structures, such as subordinated and pari passu high-yield debt. Boston is home to finance lead Jonathan Bernstein and transactional finance head Matthew Furlong, though the firm also has key partners in New York, Hartford, and Houston. Mark Kirsons and Luis Herrero joined the Chicago office from Sidley Austin LLP in February 2021.

    Practice head(s):

    Jonathan Bernstein; Matthew Furlong

    Other key lawyers:

    Marshall Stoddard; Daniel Papermaster; Rick Eisenbiegler; Marc Leduc; Marjorie Crider; Elizabeth Khoury Ali; Mark Kirsons; Luis Herrero

    Key clients

    Wells Fargo Bank, N.A.

    JPMorgan Chase Bank, N.A.

    Bank of America, N.A.

    HSBC

    Citibank, N.A.

    U.S. Bank National Association

    Capital One NA

    SLR Credit Solutions

    Ares Capital Corporation

    Calvert Impact Capital and Local Initiatives Support Corp.

    EnTrust Global

    Institutional Investors

    Work highlights

    • Represented Citibank, N.A. in connection with $10.5bn of 364-day, three-year, and five-year senior unsecured cross-border revolving credit facilities provided to Caterpillar Inc.
    • Represented institutional investors in a $2bn debt private placement financing of senior secured notes to a Cayman Island KKR Core Investments fund.
    • Represented JPMorgan Chase Bank, N.A. in connection with a senior, unsecured, multicurrency, cross-border revolving credit facility for Mettler-Toledo Inc. and certain of its subsidiaries equalling $1.25bn.

    Industry focus > Energy litigation: oil and gas Tier 3

    Morgan, Lewis & Bockius LLP is frequently instructed by clients to assist with siting new oil, natural gas and gas-fired generation projects. The group also has extensive experience representing oil and gas clients before the US federal agencies, including FERC and PHMSA, on issues relating to rate making and tariff-design matters. Based in Washington DC, practice co-head Brad Fagg focuses on the energy industry and federal procurement sector, handling contractual and regulatory disputes as well as internal investigations. Co-chair Michelle Pector -also in Washington DC- has experience defending class actions for energy clients and is an expert litigator for issues relating to business fraud, M&A and supply-chain disputes. Los Angeles-based James Dragna heads-up the firm's environmental practice.

    Practice head(s):

    Brad Fagg; Michelle Pector; James Dragna

    Other key lawyers:

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

    Key clients

    SoCalGas and Sempra Energy

    ConocoPhillips

    Noble Energy

    Mitsui E&P USA

    Crown Central

    Work highlights

    • Acting as coordinating and litigation counsel for SoCalGas and Sempra Energy on more than 394 individual and government complaints -involving 48,000 individual plaintiffs, class actions, six derivative lawsuits etc- and related appeals to the Court of Appeal and the California Supreme Court, arising from the 2015 natural gas leak at the Aliso Canyon storage facility.
    • Assisting ConocoPhilips with the filing of two IP-lawsuits in the US District Court for the Southern District of Texas – one asserting a Lanham Act claim, the other asserting infringement of two patents related to compressive seismic imaging.
    • Representing Noble Energy in a putative statewide class action involving claims that Noble underpaid natural gas royalties to royalty owners in a breach of leases.

    Industry focus > Transport: rail and road - litigation and regulation Tier 3

    Representing automakers, suppliers, technology developers and financial institutions, Morgan, Lewis & Bockius LLP automotives-focused team handles disputes surrounding product development, technology and IP, as well as litigation over marketing, distribution, warranty and product liability. Boston-based co-head Daniel Savrin’s work for automotive companies predominantly focuses on antitrust, consumer protection, and dealer relations and distribution matters. In Los Angeles, David Schrader represents automotive and mobility sector clients in critical matters; and co-head Lisa Weddle‘s automotive experience includes the recent defeat of the certification of a nationwide class of seven million-plus vehicle owners, who alleged defective heating, ventilation and air conditioning systems.

    Practice head(s):

    Key clients

    BMW Manufacturing Co

    BMW AG

    Uber Technologies

    High Performance Industries

    Ferrari

    Scuderia Ferrari

    Toyota Motor North America

    Port Authority of New York and New Jersey

    Amtrak

    Work highlights

    • Representing BMW in California warranty claims.
    • Representing Toyota Motor North America in all facets of its benefit programs, including retirement, health and executive compensation issues.
    • Representing Ferrari SpA and Ferrari NV in a patent infringement action.

    Intellectual property > Copyright Tier 3

    Morgan, Lewis & Bockius LLP employs global bench strength to provide copyright management services and representation for major corporates across a broad range of industries. The practice is directed in Washington DC by firm-wide leader Karen Butcher and trademark/copyright litigation heads Josh Dalton, a veteran IP lawyer in Boston and Kevin Fee in DC, who represents content providers and retail leaders. In San Francisco, Carla Oakley advises on registration, fair use, and Digital Millennium Copyright Act compliance issues and Sharon R. Smith represents clients in biotech, tech and medical devices, while DC-based associate Rachel Fertig brings government and private sector experience to enforcement matters.

    Key clients

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

    International Code Council (ICC)

    Oracle America, Inc. and Oracle International Corporation

    Center for Workplace Compliance (“CWC”)

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

    International Code Council (ICC)

    Oracle America, Inc. and Oracle International Corporation

    Center for Workplace Compliance (“CWC”)

    Work highlights

    • Representing Center for Workplace Compliance in a copyright infringement and Computer Fraud and Abuse Act (CFAA) case against Littler Mendelson (Littler), one of Littler’s former shareholders, and a current Littler principal.
    • Representing International Code Council in connection with a dispute addressing the intersection of copyright law and California’s version of a Freedom of Information Act.

    Intellectual property > Patents: litigation (full coverage) Tier 3

    Offering a mix of law, science, and engineering expertise, the patent litigation practice at Morgan, Lewis & Bockius LLP regularly litigates on behalf of clients in federal courts, before the US Court of Appeals for the Federal Circuit, the ITC, and has a steady track record before the PTAB handling appeals, reexaminations, reissue applications, and IPRs. The life sciences disputes practice is co-headed by Krista Vink Venegas and Michael Abernathy in Chicago, while a trio comprised of Michael Lyons in Silicon Valley, Chicago’s Jason White and John Gorman in Wilmington steers the technology litigation practice, which attracts leading names in the market. Other noted litigators from the group include Eric Kraeutler and Julie Goldemberg in Philadelphia, and Natalie Bennett in Washington DC.

    Key clients

    Alfred E. Mann Foundation for Scientific Research

    Baxalta (affiliate of Takeda Pharmaceuticals)

    ConocoPhillips Company

    Ferrari S.p.A and Scuderia Ferrari S.p.A

    Zebra Technologies Corporation

    NetScout Systems, Inc.

    Milwaukee Electric Tool Corp.

    Techtronic Industries Co. Ltd.

    Medacta Inc.

    BlackBerry

    Work highlights

    • Secured a victory for Alfred E. Mann Foundation for Scientific Research when the US Supreme Court refused to review the US Court of Appeals for the Federal Circuit’s judgment against Cochlear in a patent infringement case dating back to 2007.
    • Secured a significant appellate victory on behalf of Takeda’s affiliate Baxalta against Genentech and its drug Hemlibra®, a bispecific antibody for the treatment of hemophilia A.
    • Secured an appellate win for ConocoPhillips before the US Court of Appeals for the Federal Circuit following an appeal from the PTAB.

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

    Highlighted for its interdisciplinary approach, Morgan, Lewis & Bockius LLP draws on its employment, cybercrime, and unfair competition teams to advise on a host of trade secrets matters at the state and federal level. In Century City, the highly experienced employment and trade secret specialist Debra Fisher routinely handles cases arising out of employee mobility issues, with recent highlights including contract breach cases in the insurance sector. Also in Century City, trade secrets working group head Seth Gerber enjoys a stellar reputation in the space for his work as a trial lawyer, prosecuting and defending claims for misappropriation and mass raid cases. The ‘outstanding‘ Boston-based Joshua Dalton works with an array of technology entities on IP development, protection, and licensing issues.

    Testimonials

    ‘This team offers excellent attorneys across many disciplines and areas of practice to lend their expertise in complex situations. It’s a one stop shop.’

    ‘Josh Dalton oversees all of our engagements with the firm. He knows and understands our business much like an in-house attorney would and can provide very tailored guidance and representation. He makes himself available at all times to discuss matters, do provide insight and guidance. He has an outstanding understanding of our business and how to achieve our goals.’

    Key clients

    Alliant Insurance Services, Inc.

    Hong Kong uCloudlink Network Technology Limited

    SpotOn Transact, LLC

    Work highlights

    • Represented SpotOn Transact, LLC in a restrictive covenant litigation case brought by Toast, Inc. The allegations all stemmed from the individual defendants’ previous employment with Toast and then-current employment at SpotOn.
    • Represented uCloudlink in defense of trade secret counterclaims filed in Hong Kong uCloudlink Network Technology Limited et al. v. SIMO Holdings Inc. et al.
    • Representing Alliant Insurance Services, Inc. in a case brought by Arthur J. Gallagher claiming, among other things, breach of contract and trade secret misappropriation.

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

    Morgan, Lewis & Bockius LLP advises household names across sectors from pharmaceuticals, media, healthcare, food and beverages to financial services, hospitality, education, retail and fashion. The practice is led by Karen Butcher, a specialist in trademark issues related to licensing, corporate reorganizations, strategic alliances and M&A in Washington DC, with support from Kevin Fee, who co-heads the litigation team with Josh Dalton in Boston. DC's Anita Polott assists clients with brand protection strategies and Rachelle Dubow in Boston manages complex, cross-border prosecutions. Carla Oakley offers expertise maintenance and enforcement for life sciences and education clients in San Francisco, where Gene Park was promoted to partner in October 2021.

    Testimonials

    ‘MLB’s client service is impeccable when it comes to our intellectual property and monitoring our federally registered trademarks, including the timely renewals for all our of marks.’

    ‘Sophisticated yet practical and cost effective, often working under fixed fees. Outstanding team that builds strong relationships.’

    ‘Carla Oakley is a practical, pragmatic and creative trademark attorney. She has managed the trademark portfolios for many of my companies and does a thorough and outstanding job thinking about all the nuances of protection ww- both prosecution and enforcement.’

    Key clients

    Anthem, Inc.

    Diageo plc

    Edgewell Personal Care

    Exploding Kittens, Inc.

    Fanatics, Inc.

    Farmers Restaurant Group/Founding Farmers and Our Last Straw

    High Performance Industries, Inc.

    Office Depot, Inc.

    SimpliSafe, Inc.

    Urban Outfitters

    Work highlights

    • Representing Anthem’s in trademarking issues in the United States and coordinating counsel internationally.
    • Represented Diageo plc, a worldwide spirits maker, and its affiliates in connection with a wide range of trademark and other matters for more than 25 years.
    • Advising Office Depot on US and global trademark issues.

    Investment fund formation and management > Private equity funds (including venture capital) Tier 3

    At Morgan, Lewis & Bockius LLP, a ‘deep bench of talent and coverage‘ draws on the firm’s experience across market sectors and investment strategies to advise a voluminous roster of notable names in the global private investment fund formation industry. On an annual basis, the team forms more than 400 private funds, including separate accounts and similar vehicles, for sponsors. The group is also extremely active on the institutional investor side, and counts seven of the largest public pension plans in the US, as well as half of the world’s largest sovereign wealth funds, amongst its regular clients. The offering regularly drafts documents pertaining to special customized private capital formations, including consortia, platform investments, bespoke co-investments, joint ventures, separate account vehicles, and funds of one. Leadership of the practice is split between New York and Washington DC; Jedd Wider is the key contact at the former location, while Courtney Nowell oversees matters from the latter.

    Practice head(s):

    Courtney Nowell; Jedd Wider

    Other key lawyers:

    Joseph Zagari; Louis Singer; Christopher Dlutowski; Miranda Lindl O’Connell

    Testimonials

    ‘Responsiveness and creativity in resolving issues. Diversity is at the core of their concerns.’

    ‘Miranda Lindl O’Connell has been an invaluable partner and provider of advice to our fund as we navigated securing institutional investors and fund structuring. She is creative and truly engaged in our success.’

    ‘Highly knowledgeable of private markets. Provides comprehensive reviews.’

    ‘Timely communication. Very responsive to client questions and concerns. Very good at explaining proposed terms and placing them in a larger context.’

    ‘In my opinion, at all levels, associates to partners, it is MLB’s responsiveness and the client service that stands out. They take the time to really know our organization and they implement tools so that internally, the various groups also have access to the information.’

    ‘Extremely responsive, deep bench of talent and coverage, and very thorough in their analysis of issues.’

    ‘Christopher Dlutowski – always responsive and has a deep understanding of both our needs/concerns and private equity market issues, etc. Has always given great service.’

    ‘Strong market knowledge and substantive area expertise across practices that affect our business.’

    Key clients

    JP Morgan Asset Management

    TIAA (Nuveen)

    Credit Suisse

    MetLife

    Morgan Stanley

    California Public Employees’ Retirement System (CalPERS)

    California State Teachers’ Retirement System (CalSTRS)

    New York State Common Retirement Fund

    New York City Retirement Systems

    State Board of Administration of Florida

    Teachers’ Retirement System of Texas

    New York State Teachers’ Retirement System

    Ohio Public Employees Retirement System (OPERS)

    Oregon Public Employees Retirement System

    Ohio School Employees Retirement System

    Pantheon Ventures Group

    South Carolina Retirement Investment Commission

    Yale University

    San Francisco City & County Employees Retirement System

    State Universities Retirement System of Illinois

    New Mexico Public Employees Retirement Association

    Maine Public Employees Retirement System

    San Bernardino County Employees’ Retirement Association

    Lime Rock Partners

    Cornell University

    Freestone Capital Management

    Fairfax County Retirement Systems

    JCR Capital (Walker & Dunlop Investment Partners)

    Local Initiatives Support Corporation (LISC)

    Work highlights

    • Advised a global alternative asset manager on more than 30 primary fund investments and 10 co-investments, as well as assisting with the formation of funds-of-one focused on infrastructure, co-investing, primary, and secondary transactions, and the formation of commingled funds focused on infrastructure, co-investing, credit, and secondary transactions.
    • Advised a global asset manager and one of the five largest real estate investment managers globally, with $138bn of assets under management, on the formation and operation of four sector-specific, open-ended private real estate funds with total capital commitments of $2.9bn.
    • Represented a leading investor in the alternative asset secondary market, with more than $42bn in assets under management, in secondary transactions involving more than 600 interests for an aggregate transaction volume of approximately $1.9bn.

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

    The team at Morgan, Lewis & Bockius LLP continues to handle deals for major market players such as Platinum Equity, Ares, and Apollo, as well as maintaining its active mid-market transactional offering. The firm also works with portfolio companies and has a strong management-side practice, alongside working regularly with industry-specific funds and distressed investors, handling buyouts, investments, exits, and turnaround opportunities. The team has expertise in retail, technology, energy, life sciences, and financial services sectors, and is also highly active in SPAC deals globally, working with its international offices on SPAC formation, structuring and M&A matters. The team is jointly led by New York’s Christina Melendi, who advises a number of funds and portfolio companies, with a specific focus on retail and e-commerce work, alongside Orange County-based Todd Hentges, who has expertise in the technology, healthcare, sports and entertainment sectors, advising on PE and SPAC transactions for major clients including Platinum Equity, and Philadelphia's Kevin Schmelzer, who advises on buyouts, carve-outs, and distressed acquisitions. New York’s Allison Gargano has an emerging practice, advising funds and portfolio companies on deals, primarily in the retail, healthcare, life sciences, fintech, and financial services industries.

    Practice head(s):

    Christina Melendi; Todd Hentges; Kevin Shmelzer

    Other key lawyers:

    Allison Gargano; Jon Morris

    Testimonials

    ‘Thoughtful advisory style of collaboration. Willing to have a point of view. Deep functional team.’

    ‘Warm, funny, insightful, act like fiduciaries.’

    ‘Amazing integrated corporate offering with talented specialists in all practice areas that work efficiently together. I also like that they keep staffing consistent so the lawyers really know the client.’

    ‘Jon Morris is the best corporate attorney. Always on and always get my deals done. Super creative.’

    Key clients

    Apollo Global Management

    Ares Management

    Platinum Equity

    Freeman Spogli

    Sun Capital Partners

    Varsity Healthcare Partners

    LLR Partners

    Lovell Minnick Partners

    OpenGate Capital

    StoneCalibre

    Artemis Capital

    Work highlights

    • Represented Platinum Equity in its $7.2 billion acquisition of Ingram Micro Inc from HNA Technology Co., Ltd.
    • Represented Freeman Spogli and its portfolio company, Green Garden Products, in the $532 million sale of Green Garden Products to Central Garden & Pet Green Garden Products.
    • Represented 10X Capital Venture Acquisition Corp., a publicly traded SPAC, in its business combination with REE Automotive.

    M&A/corporate and commercial > Shareholder activism Tier 3

    M&A/corporate and commercial > Venture capital and emerging companies Tier 3

    Morgan, Lewis & Bockius LLP is a popular choice with clients, praised for its ability to offer ‘the experience of a boutique firm with the scale and depth of a global provider‘. The  bulk of the firm’s emerging business and technology practice is based on the East Coast, with highly rated practice head Steven Cohen working from Princeton. The firm has a strong emphasis on the healthcare and life sciences sectors but is active in other growth areas including ag-tech, fintech, digital and social media, software, telecoms, renewable energy, cloud-based and e-commerce companies. This encompasses advice to emerging companies and venture funds. Other key partners include Michael Conza and Julio Vega in Boston, Princeton’s Benjamin Novak (‘truly meets us where we are, gone above and beyond, and invested alongside us‘), and Jeffrey Bodle in Philadelphia, who is ‘excellent in proactively managing our corporate legal issues‘. Silicon Valley-based partner John Park is the main contact on the West Coast.

    Practice head(s):

    Steven Cohen; Michael Conza

    Other key lawyers:

    Testimonials

    ‘The team is always ready to jump on our issues and get a quick understanding on what needs to be completed within the required timeline. You can count on the Morgan Lewis team to support your business. No matter the issue they always have the resources to provide advice on any topic that impacts our business.’

    ‘Jeff Bodle is excellent in proactively managing our corporate legal issues. Always available and providing sound opinions and advice. The same goes for Patrick Rehfield; can always count on great knowledge and advice. Annie Martinez provides timely and sound employment legal advice.’

    ‘For me, Morgan Lewis has offered the experience of a boutique firm with the scale and depth of a global provider.’

    ‘Ben Novak has marshaled the right resources at the right time for us, and he has been mindful of our budgetary constraints as a self-funded earlier stage company. Ben has also been generous with his time and his network. Ben truly meets us where we are, gone above and beyond, and invested alongside us. This approach leads to long term mutual commitment, and we couldn’t be happier with the results that we achieved to date.’

    Key clients

    CapitalG

    Samsung Venture Investment Corporation

    Premise

    Fanatics

    Comcast Ventures

    Third Point

    Fanatics

    G20 Ventures

    New Science Ventures

    OMERS

    Stripes Group

    Qualia

    Work highlights

    • Represented Fanatics, an online sports retailer, in its $325m equity financing from investors including Jay-Z and his entertainment company Roc Nation, Insight Partners, Eldridge, TWG Sports Media & Entertainment, Major League Baseball, SoftBank Group Corp.’s Vision Fund, and Silver Lake.
    • Represented Premise Data, a market intelligence platform that blends machine learning with human intelligence, making it possible to gather and analyze real-time data from a curated and trusted global network, in its $85m Series E financing led by WestCap Group with participation from NightDragon, Winslow Capital, DRW, Vista Credit Partners, Valor Equity Partners, 8VC, and Tao Capital.
    • Represented New Science Ventures and Third Point in the $114m financing of Ventyx Biosciences, a clinical-stage biotechnology company advancing a broad pipeline of potent and selective small-molecule drug candidates to treat inflammatory diseases and autoimmune disorders.

    Media, technology and telecoms > Fintech Tier 3

    Dispute resolution > M&A litigation: defense Tier 4

    The ‘innovative, collaborative, responsive and thorough‘ team at Morgan, Lewis & Bockius LLPi is led by Troy Brown in Philadelphia, Michael Blanchard in Boston and Brian Herman in New York, and is noted for its collaboration with deal teams. The firm has a deep bench of M&A and securities litigators who are frequently involved in precedent-setting cases. A prime example is a case for Aruba Networks, which impacted how the courts decide fair value for valuations, and the relationship between market pricing, news and even economic theories of market efficiency and rationality. As well as matters before the Delaware Court of Chancery, the practice is involved in state and federal court proceedings across the US.

    Practice head(s):

    Troy Brown; Michael Blanchard; Brian Herman

    Testimonials

    ‘Large defense firm with pockets of excellence, especially in the litigation and corporate litigation defense area.’

    ‘Brian Hermann: excellent, extremely hard working and smart. Mark Sonnenfeld: senior statesman. Domain expert in the corporate litigation area.’

    ‘I work often with the Morgan Lewis M&A defense team. They are innovative, collaborative, responsive and thorough.’

    ‘Brian Herman is great and knows the players in the courts very well. One of the nice things with Morgan Lewis is that its litigation team and deal team work well together, and so on almost every M&A dispute I’ve worked on with them, it has been with the involvement of members of both teams.’

    Key clients

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

    Savencia, S.A. (“Savencia”), Zausner Foods Corp. (“Zausner”), and five individual current and former officers and directors of the companies

    Zimmer Biomet Holdings Inc.

    Medacta USA

    Edison Energy/Altenex LLC

    New-Indy Containerboard LLC (joint venture of The Kraft Group and Schwarz Partners)

    Work highlights

    • Represented Defendants Spark and NGE in a post-Merger &Acquisition Earnout dispute in the Southern District of New York arising from NGE’s acquisition of Major Energy Services, LLC (Major Energy), and Spark’s subsequent acquisition of Major Energy from NGE.
    • Represented Zimmer Biomet and two of its Florida distributors before Complex Business Litigation Division of State Court in Hillsborough County, Florida, which granted in full motions to dismiss contract, tortious interference, and declaratory judgment claims brought by a former distributor of Zimmer Biomet’s premerger products.
    • Representing Medacta and a distributor it acquired in Southern California in an American Arbitration Association proceeding and in a lawsuit pending in Tennessee federal court.

    Finance > Capital markets: debt offerings Tier 4

    Morgan, Lewis & Bockius LLP has a fine reputation in domestic and global debt offerings, including investment grade, high-yield, convertible debt and MTN programs. The firm is especially active in electric and gas utilities, energy (including renewables), financial services, technology and life sciences. New York partner Thomas Giblin is noted for debt offerings in the power, renewables and utilities segments. Philadelphia’s Justin Chairman  and Pittsburgh partner Celia Soehner are also key names in the team.

    Practice head(s):

    Justin Chairman; Celia Soehner; Edwin Luk

    Other key lawyers:

    Key clients

    Aktif Bank

    Ameren Illinois

    Ameren Missouri

    American Water Works Co. Inc.

    AmerisourceBergen Corp.

    Cantor Fitzgerald LP

    Chevron USA Inc.

    Corporate Office Properties LP

    Danaos Corp.

    Entergy Corporation

    Livent Corp.

    Mitsubishi Estate Logistics

    NextEra Energy Capital Holdings, Inc

    Tucson Electric Power Co.

    Finance > Capital markets: equity offerings

    Morgan, Lewis & Bockius LLP has made a further impression in SPAC transactions and ESG matters. It also continues to benefit from the presence of a number of former SEC officials within the firm. Utilities and energy, financial services, technology, and life sciences are key sectors for the capital markets team. It worked on a high volume of offerings by electric and gas utility companies in 2021, along with a strong pipeline of issuances by life sciences clients. It has a large non-US client base and remains active in registered equity offerings, follow-on offerings (including at-the-market offerings), private placements and equity-linked securities. Philadelphia partner Justin Chairman  leads the capital markets team and has a fine record in REITs, life sciences and tech offerings. Pittsburgh partner and former SEC official Celia Soehner is another rated individual, including in the ESG space, and Philadelphia's Joanne Soslow  is a key figure for life sciences and financial services transactions. New York's Thomas Giblin is key for energy and utilities offerings.

    Practice head(s):

    Justin Chairman; Celia Soehner; Edwin Luk

    Other key lawyers:

    Joanne Soslow; Thomas Giblin

    Key clients

    23andMe Inc

    Agile Therapeutics Inc

    Ameren Corp

    Axon Enterprise, Inc

    B. Riley Securities, Inc

    CS Disco

    Designer Brands Inc

    Elicio Therapeutics

    Greenlight Capital Inc

    Leap Therapeutics

    Livent Corp

    Morgan Stanley

    Onconova Therapeutics Inc

    OptimizeRx

    RCM Technologies, Inc

    Smart Wires Inc

    uniQure NV

    Work highlights

      Finance > Restructuring (including bankruptcy): corporate Tier 4

      Morgan, Lewis & Bockius LLP is the go-to firm for clients seeking guidance over distressed investments and loans. Its sizeable team is well equipped to oversee insolvency matters, often handling contentious out-of-court proceedings and litigation. It places particular focus on the representation of clients in the energy and utilities sectors, specifically in oil and gas. New York's Kurt Mayr is the practice leader whilst Massachusetts-based Andrew Gallo is the deputy practice leader. Richard Esterkin retired from the practice in September 2021.

      Practice head(s):

      Kurt Mayr; Andrew Gallo

      Other key lawyers:

      Sabin Willett; John Goodchild III; Jennifer Feldsher; Julia Frost-Davies; David Lawton; Laura McCarthy

      Testimonials

      ‘ML’s large global practice provides a deep bench of experience and expertise in litigation and dispute resolution, as well as tremendous depth in trial experience.’

      ‘John Goodchild III – the brightest legal mind I have ever worked with. He can see strategy and tactics in a way that makes you think he has a crystal ball. Intensely thoughtful, focused and energized and fantastic sense of humor.’

      ‘Matthew Ziegler – fantastic attention to detail and perseverance in difficult situations, very easy to deal with and communicates very well with clients. Someone to watch.’

      ‘Practice is extremely commercial in reaching good outcomes for its clients. Quality advice on where and how to deploy efforts/resources to reach resolution of issues.’

      ‘Team is extremely available and engaged on assignments. Works collaboratively with other practitioners in the industry.’

      Key clients

      Nippon Gas Co. Ltd.

      Frontera Noteholder Group

      Official Committee of Unsecured Creditors of Corp Group Banking SA

      Bank of America, N.A.

      Platinum Equity Advisor

      FTI Consulting Canada, Inc.

      Deutsche Bank Trust Company Americas

      Conflict Director of The Infrastructure and Growth Capital Fund

      Fanatics

      Wells Fargo Bank, National Association

      “Independent Person” for Neoma Global Growth Markets Strategic Fund

      GlaxoSmithKline (GSK)

      The UMWA 1992 Benefit Plan

      JPMorgan Chase Bank, N.A.

      Work highlights

      • Represented a group of clients with respect to their investments in more than $1.6bn in bonds issued by the Commonwealth of Puerto Rico and its various instrumentalities.
      • Represented the Senior Secured Noteholders as prepetition and postpetition lenders in the restructuring of Agilon Energy II, an independent power producer in Texas.
      • Represented the conflict director appointed to investigate and pursue claims to recover losses on behalf of The Infrastructure and Growth Capital Fund LP, a $2bn investment fund damaged as a result of the fraud at the Abraaj private equity group.

      Industry focus > Energy litigation: conventional power Tier 4

      Morgan, Lewis & Bockius LLP advises a diverse range of clients, from nuclear start-ups and offshore wind developers to transmission development groups and energy storage companies. The group is particularly active in the nuclear energy space, representing clients on second-license renewals, advanced reactor licensing and with decommissioning and efforts toward the management of spent nuclear fuel. Washington DC-based partner Brad Fagg and Michelle Pector in Houston co-chair the energy litigation department, while James Dragna and John McGahren co-lead the environmental practice from Los Angeles and Princeton, respectively.

      Practice head(s):

      Brad Fagg; Michelle Pector; James Dragna; John McGahren

      Other key lawyers:

      John Gisleson; Stephen Spina

      Key clients

      Florida Power & Light Co.

      Duke Energy

      Franklin Electric Co. Inc.

      City of Vernon

      Work highlights

      • Represented Florida Power & Light Co. in a victory in the US Court of Appeals for the DC Circuit on behalf of FPL in Friends of the Earth v. US Nuclear Regulatory Commission.
      • Represented Duke Energy in a successful $130m power plant dispute.
      • Representing Franklin Electric Co. Inc. and its Mexican subsidiary in a suit alleging the defendants breached the contract for cross-border customs services and misappropriated trade secrets.

      Industry focus > Energy transactions: oil and gas Tier 4

      Morgan, Lewis & Bockius LLP ‘offers an extremely deep bench for assistance on energy transactions. In particular, its attorneys in the midstream space are among the best in the country’. Washington DC-based Kirstin Gibbs represents pipeline operators; oil-and-gas producers, traders and marketers; utilities and end-users across a range of issues. She co-leads the practice with Felipe Alice, in Houston, who focuses on energy transactions, energy-related infrastructure projects and corporate issues.

      Practice head(s):

      Kirstin Gibbs; Felipe Alice

      Testimonials

      ‘Morgan Lewis offers an extremely deep bench for assistance on energy transactions. In particular, its attorneys in the midstream space are among the best in the country.’

      ‘Kirstin Gibbs is an incredibly capable advisor in midstream transactions. She is brilliant, but she is also pragmatic. She takes the time to understand the objectives of her clients and she always offers valuable insights on how to approach transactions. In addition to those things, she is also extremely responsive and cost-conscious in how she personally supports and staffs transactions. She is amazing and I genuinely enjoy working with her.’

      Key clients

      Summit Arkansas Gas / Summit Oklahoma Gas

      HollyFrontier

      South Jersey Industries

      BP

      Chevron

      Spire Marketing and Spire Storage West

      Titan America

      New Tech Global

      MPLX/Marathon

      Equinor Natural Gas LLC

      Piedmont Natural Gas

      Duke Energy Kentucky

      Duke Energy Ohio

      Diversified Gas and Oil

      Shell Trading US

      Summit Arkansas Gas and Summit Oklahoma Gas

      HollyFrontier

      South Jersey Industries

      BP

      Chevron

      Spire Marketing and Spire Storage West

      Titan America

      New Tech Global

      MPLX/Marathon

      Equinor Natural Gas LLC

      Piedmont Natural Gas

      Duke Energy Kentucky

      Duke Energy Ohio

      Diversified Gas and Oil

      Shell Trading US

      Work highlights

      • Advising South Jersey Industries regarding an investment in, and the development of, renewable natural gas (RNG) projects across the Northeast that will allow SJI’s gas utilities to decarbonize the company’s footprint in New Jersey.
      • Advised HollyFrontier Corporation in connection with the acquisitions by HollyFrontier and Holly Energy Partners of Sinclair Oil and Sinclair Transportation, respectively, from The Sinclair Companies.
      • Represented MPLX Delaware Basin NGL in a joint venture with WhiteWater Midstream to acquire a 30% undivided interest in a 323-mile natural-gas-liquids pipeline in Texas from EPIC Midstream for approximately $120m.

      Industry focus > Healthcare: service providers Tier 4

      Morgan, Lewis & Bockius LLP represents a broad spectrum of health industry clients, including health systems, hospitals, pharmacies, and private equity groups. It is best known for its compliance and litigation capacity, with a notable highlight being Houston-based Scott McBride‘s victory in a HIPAA data breach case on behalf of the MD Anderson Cancer Center. Washington DC-based Howard Young and Los Angeles-based Brian Jazaeri co-lead the healthcare team. Also key are Houston-based childrens’ hospitals expert Susan Feigin Harris and DC-based Stark Law expert Albert Shay.

      Practice head(s):

      Howard Young; Brian Jazaeri

      Key clients

      MD Anderson Cancer Center

      Centennial Hospice

      Gastro Care Partners

      Ready Responders

      The Vistria Group

      Agape Care Hospice

      Clinical PsychAssociates LLP

      Indigenous Pact, Inc.

      DaVita, Inc.

      Rite Aid

      Work highlights

      • Represented The University of Texas MD Anderson Cancer Center in the appeal of a HIPAA Data Breach.
      • Advised Rite Aid on the regulatory aspects of its acquisition of Bartell Drugs.
      • Represented The Vistria Group and its subsidiaries as healthcare regulatory counsel in multiple transactions in the hospice and home health space.

      Industry focus > Sport Tier 4

      Morgan, Lewis & Bockius LLP handles a variety of work in the sports sector, providing a full service offering. The practice is jointly led by Jeffrey Moorad, who divides his time between Orange County and Washington DC, and Jack Concannon in Boston. The group particularly benefits from Moorad’s unique perspective of the industry, courtesy of his background as a former sports agent and team owner, while Concannon brings expertise relating to general corporate and securities law, M&A, and franchising.. Changes to the team include the arrival of Mark Kirsons and Luis Herrero from Sidley Austin LLP in February 2021 and the arrival of Kimberly Eney from a private foundation in August 2021.

      Practice head(s):

      Jeffrey Moorad; Jack Concannon

      Other key lawyers:

      Testimonials

      ‘Tremendous experience–have lived in the clients shoes as well as the law firm perspective.’

      ‘Always go the extra mile for the deal or their client or the situation.’

      ‘Jeff Moorad–leader of the sports practice and rightly so–dealmaker of excellence and tremendous network of industry contacts.’

      ‘David McManus–a gifted and skilled lawyer; a talented problem solver.’

      Key clients

      Fanatics

      MSP Sports Capital

      Las Vegas Raiders

      Adidas

      Ferrari

      FlingGolf

      Endeavor

      UFC

      SeventySix Capital

      Harena Data

      Work highlights

      • Represented Fanatics in numerous fundraising and financing transactions, including its latest round of equity financing.
      • Advised MSP Sports Capital in its minority shareholding of McLaren Racing.
      • Represented FlingGolf in IP and corporate work as well as overall mentoring.

      Intellectual property > Patents: litigation (International Trade Commission) Tier 4

      Morgan, Lewis & Bockius LLP impresses with its successful track record at the ITC. Its skilled technical bench and seasoned trial lawyers position the firm as a solid choice for ITC cases in a wide variety of technologies and industries. The group’s ‘excellent combination of attorneys’ is spearheaded by Washington DC’s Eric Namrow, whose expertise in representing companies in ITC-related proceedings before the Federal Circuit, the PTAB, Customs and Border Protection, and the Court of International Trade, enhance the firm’s offering in this space. Also based in Washington DC, versatile senior associate Stephanie Roberts has experience representing plaintiffs, defendants, and third-parties in investigations involving a wide array of technologies.

      Practice head(s):

      Other key lawyers:

      Testimonials

      ‘The team is an excellent combination of attorneys across offices. We had the pleasure of working with the DC-based ITC team, true experts in the area.’

      Key clients

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

      Hewlett Packard Enterprise

      Aruba Networks, Inc.

      Netgear, Inc.

      CommScope, Inc.

      CommScope Holding Co. Inc.,

      Arris US Holdings, Inc.

      Ruckus Wireless, Inc.

      One World Technologies

      Iljin Diamond

      Zebra Technologies Corporation

      Boviet/Boway

      Work highlights

      • Representing seven large router and network controller companies (Hewlett Packard Enterprise, Aruba Networks, Inc., Netgear, Inc., CommScope, Inc., CommScope Holding Co., Inc., Arris US Holdings, Inc., and Ruckus Wireless, Inc.) in a multi-patent investigation involving complex wireless communications technology.
      • Representing General Electric Company and GE Lighting jointly in a multi-patent investigation involving light emitting diode technology.
      • Secured a win for One World Technologies, a division of Techtronic Industries Co. Ltd., that helped preserve its abilities to import its garage door openers to the United States.

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

      Among Morgan, Lewis & Bockius LLP‘s sector specialisms, data security incident consumer class actions stand out. Notably, a team led by practice co-head Gregory Parks in Philadelphia assisted the Hudson’s Bay Company in a series of class actions arising from a data incident involving payment card information. Class actions relating to the improper use of cookies, CCPA and GDPR matters are also at the heart of the practice, which includes San Francisco-based Reece Hirsch and Mark Krotoski in Silicon Valley as key names.

      Practice head(s):

      Reece Hirsch; Gregory Parks; Mark Krotoski

      Testimonials

      Gregory Parks is hands down the best attorney we have ever worked with. He is responsive, understands the business urgency and gets us exactly what we need from him. He also is fast to connect us to other teams for different subject areas.’

      Key clients

      Hudson’s Bay Co.

      Miklos Daniel Brody

      Xperi

      Center for Workplace Compliance

      Work highlights

      • Representing Hudson’s Bay Co. (HBC) in all class actions arising from its recent data incident involving Saks Fifth Avenue and Lord & Taylor, two of the brand banners that HBC owns.
      • Acting as lead counsel to an American chain of convenience stores and gas stations for incident response litigation of 30 class actions filed by consumers, financial institutions and employees, Attorneys General, and other regulator inquiries, and card-brand investigations in an incident reportedly involving more than 30 million payment cards.
      • Representing the Center for Workplace Compliance in a civil copyright infringement and Computer Fraud and Abuse Act (CFAA) case against Littler Mendelson.

      Real estate Tier 5

      M&A/corporate and commercial > M&A: large deals ($1bn+) Tier 6

      Latin America: International firms > City Focus - Houston Tier 1

      Morgan, Lewis & Bockius LLP‘s Houston office operates as a major hub for its Latin America practice. It has a lengthy track-record in oil and gas (including LNG) projects and M&A, and is a growing force in renewables and energy transition, including green hydrogen projects. The Houston team is closely involved in Brazil’s oil and gas market, in engagements ranging from M&A, project development and project finance, with native Portuguese speaker Felipe Alice having a pivotal role. The team has an impressive array of lender and corporate clients, including representing Latin American businesses on corporate and regulatory matters relating to their operations or interests in the US. John Crespo is a native of Bolivia and co-heads the Latin America group, focusing on projects and energy, including oil and gas M&A transactions and projects. Humberto Padilla Gonzalez was educated in Mexico, is admitted to practice in Mexico, Texas and New York, and has a broad-based practice, including cross-border deals between Latin America and the US. All partner while primarily known for their expertise in energy transactions, operate across multiple sectors.

      Practice head(s):

      John Crespo

      Key clients

      Grupo Lala

      Ranman USA

      Mirabilis Homes

      Credit Suisse

      BBVA Bancomer

      HSBC

      Patriotic Energies and Technologies

      Sigga Technologies

      Decartes Systems Group

      Dellner Industrial

      Work highlights

      • Advised Lala US on regulatory and corporate matters associated with its operations in the US.
      • Advised Patriotic Energies and Technologies on acquisition finance transactions.
      • Represented Sigga Technologies in connection with its corporate and tax restructuring, and in the disposition of a majority stake in its business as a developer of SAP-integrated platforms.

      Latin America: International firms > Corporate and M&A Tier 3

      Morgan, Lewis & Bockius LLP has a healthy track-record in power and renewables deals, including projects acquisitions. Its primary markets are Brazil and Mexico, although it has achieved further growth in Chile and the Southern Cone, along with a number of other jurisdictions. The firm’s prominent Boston office has also played a key role in developing its standing in fintech and life sciences deals in the region, particularly in Brazil. Moreover, its reputation in Latin America has led to a number of outbound engagements as regional businesses seek to invest in and acquire assets in the US. The largely Houston-based Latin America team features practice head John Crespo, Mexico specialist Humberto Padilla Gonzalez and Brazil licensed Felipe Alice. Washington DC partner Ulises Pin is noted for telecoms transactions in the region.

      Practice head(s):

      Thomas Mellor; John Crespo

      Testimonials

      The pragmatic professionalism that this team offers is unique. They are a practice that brings all the technical muscle of a premium “big law” firm with ease of disposition and linguistic ability which always helps when dealing with Latin American clients.

      Humberto Padilla for transactional corporate issues – young, dynamic, proactive!

      Key clients

      Aeromexico

      AES

      Atlas Capglo

      Enel

      Grupo Elektra

      Grupo Prolamsa

      Desarrolladora Ranman/Ranman USA/Dreamlab Ventures

      ICA Tenedora (Empresas ICA)

      Lala US

      Work highlights

      • Advised Sigga Technologies in connection with its corporate and tax restructuring and on the sale of a majority stake in Sigga’s worldwide business as a developer of SAP-integrated platforms to US private equity fund, Gemspring.
      • Advised Descartes Systems Group on its acquisitions of GreenMile and Green Mile Brasil Locação de Software.
      • Advised Grupo Financiero Ve por Mas, a publicly traded financial group listed on the Mexican Stock Exchange, on its strategic alliance with fintech company Appriza Pay.

      Latin America: International firms > Projects and energy Tier 3

      Morgan, Lewis & Bockius LLP has an established projects and energy practice which has a growing profile in renewables projects and M&A, along with oil and gas (including LNG) and commodities engagements. The firm is also making headway in additional energy transition segments such as green hydrogen. The largely Houston-based team has a developing presence in the Brazil oil and gas industry, including project development, financings and M&A transactions. Native Portuguese speaker Felipe Alice has driven forward the firm’s work in Brazil’s oil and gas sector. John Crespo is from Bolivia and has a well-rounded projects and energy practice, notably leading teams in a number of oil and gas M&A transactions and projects. Humberto Padilla Gonzalez specialises in Mexico energy transactions and projects, and Washington DC’s Ulises Pin is an expert in digital, telecoms and satellite infrastructure in the region.

      Practice head(s):

      John Crespo; Thomas Mellor

      Key clients

      Kellogg Brown & Root (KBR)

      PetroRio

      Gaia Importação, Exportação e Serviços

      CEMEX

      BCCK Engineering

      Dellner Industrial

      AES

      Macquarie

      Work highlights

      • Represented Gaia Importação, Exportação e Serviços in the licensing of oil and gas technology for deployment in Brazil.
      • Represented PetroRio in oil and gas regulatory filings in the US and the proposed financing and acquisition of assets in the Gulf of Mexico.
      • Advised Patriotic Energies and Technologies on its acquisition and financing of Petrotrin, Trinidad and Tobago’s Petroleum Company.

      Latin America: International firms > Banking and finance

      Morgan, Lewis & Bockius LLP has a well developed Latin America banking and finance practice. It is noted for its strength in corporate lending, restructuring and securitisation. It has seen further growth in direct lending, particularly in Mexico, along with a series of fintech engagements in Brazil. The firm has a fine history in corporate lending in Brazil and has achieved further prominence in corporate lending and restructurings in Chile. New York partner Thomas Mellor is co-chair of the Latin America group and has an extensive record in corporate lending in Brazil and other Latin American jurisdictions. John Crespo is the other co-chair of the team and provides further senior firepower, alongside Humberto Padilla Gonzalez and Felipe Alice. Named individuals are based in Houston unless stated otherwise.

      Practice head(s):

      Thomas Mellor; John Crespo

      Testimonials

      A well-coordinated team with knowledge of the industry and the market.

      Thomas Mellor stands out in the team. A lot of knowledge of the industry and excellent treatment.

      Professional team, with very knowledgeable attorneys and broad international experience.

      Thomas Mellor is a seasoned attorney with a good comprehension of the various angles when issues arise in international transactions. Easy to work with.

      Key clients

      HSBC (Bermuda, Brazil, Meixco, UK & US)

      ING

      National Bank of Kuwait

      Prudential

      MetLife

      Teachers

      Bank of America

      Fuyo Leasing

      SMBC

      Norinchukin

      Cerberus Capital Management

      Credit Suisse

      Deutsche Bank

      Work highlights

      • Represented Credit Suisse as structuring agent and lender in a $150m credit facility to finance Mexican equipment leases originated by Mexarrend.
      • Represented the official committee of unsecured creditors in the bankruptcy proceedings of Chilean financial holding company, Corp Group Banking.
      • Advised HSBC on a variety of new loans and restructurings in Latin America.

      Latin America: International firms > Capital markets

      Morgan, Lewis & Bockius LLP is known for bond offerings, including sovereign offerings, along with private placements and debt restructurings. Hartford-based partner Daniel Papermaster represents a range of institutional investors in private placement financings in Latin America and elsewhere. London partner Carter Brod specialises in international bond offerings, including issuances originating from Latin America. Also in Hartford, special adviser Michael Reilly has a long track record in Latin America bond restructurings.

      Work highlights

        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.

        DepartmentNameEmailTelephone
        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
        PhotoNamePositionProfile
        Felipe Alice photoMr Felipe AliceFelipe Alice’s practice focuses on energy transactions and infrastructure projects relating to…
        Humberto Padilla Gonzalez photoMr Humberto Padilla GonzalezHumberto represents clients in mergers and acquisitions and joint ventures. He assists…
        Chair : Jami Wintz McKeon
        Managing Partner : Steven C Browne
        Managing Partner : David W Pollak
        Managing Partner : Steven R Wall



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

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

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

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

        We are Morgan Lewis: Larry L. Turner

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

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

        Posted by Morgan Lewis on Tuesday, 6 February 2018

        We Are Morgan Lewis – Jocelyn Cuttino

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

        Posted by Morgan Lewis on Tuesday, 20 February 2018

        We Are Morgan Lewis – Udray Wilks

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

        Posted by Morgan Lewis on Saturday, 24 February 2018

        RJ Hendricks

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

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

        Posted by Morgan Lewis on Thursday, 15 February 2018

        Diversity progress recognized

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

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


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        Recruitment

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

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

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

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

        Participation in minority law student/diversity job fairs

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

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

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

        Outreach to leadership of minority student organizations

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

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

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

        Following are additional examples of our diversity outreach efforts:

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

        Mentoring programs

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

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

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

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


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

        Strength in Numbers

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

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

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

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

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

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

        Advancing Gender Parity in the Legal Profession

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

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

        Accountability and metrics

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

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


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

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

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

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

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

        Diversity Stats

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