Jeffrey Katz > Ropes & Gray LLP > Boston, United States > Lawyer Profile
Ropes & Gray LLP Offices
800 BOYLSTON STREET
BOSTON, MA 02199
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Partner, Co-Head of Special Situations
Jeff is co-head of the firm’s special situations practice. Clients call on him for general corporate counseling, hedge fund transactions, shareholder activism and corporate governance matters. Jeff represents investment funds and operating companies in a wide range of traditional and special situation transactions including dispositions, acquisitions, cross-border investments, and joint ventures. Jeff regularly advises clients in times of crisis and other major events, helping those clients navigate and manage business risk. Jeff has also guided both activist shareholder and public company clients through private and public activist campaigns, including hard-fought proxy contests.
Clients often rely on Jeff for strategic advice and to pull together teams of lawyers and outside professionals to capitalize on complex opportunities.
Jeff served as co-chair of the firm’s Pro Bono Committee from 2012 to 2017 and has represented a number of indigent clients in various pro bono matters over the years.
Jeff previously served with the U.S. government, completing a three-year posting at the U.S. Embassy in Kuala Lumpur, Malaysia from 1991 to 1994.
- JD, magna cum laude, Boston University School of Law, 2000; Editor, Boston University Law Review
- AB, Columbia College, Columbia University, 1988
Ropes & Gray LLP is able to leverage strengths across a number of disciplines to handle a broad spectrum of work for international brands, such as Dunkin’ Brands and Planet Fitness; it draws upon the expertise of practitioners operating in areas such as M&A, litigation, capital markets and corporate governance. Led by Jeffrey Katz in Boston, the team advises on shareholder communications and activist engagement, as well as proxy contests and ESG benchmarking, compliance and reporting. Also notable is that the group is experienced in acting for investors on their engagement with management.
Advising on both sides of debt financing transactions, Ropes & Gray LLP is one of the most active firms in borrower work, representing first-rate private equity firms in high-value refinancing mandates and the financing of significant leveraged buyouts and strategic acquisitions. The group also handles the financing elements of corporate agreements, including joint venture agreements and business combinations. Stefanie Birkmann and Michael Lee lead the finance practice group from New York and Boston respectively, while veteran partner Byung Choi, also based in Boston, continues to assist private equity houses with acquisition financing. The firm’s lender work is largely focused on bankruptcy and restructuring issues, often representing clients in chapter 11 proceedings and debtor-in-possession financings. Boston’s Jeffrey Katz and New York-based Leonard Klingbaum co-lead the capital solutions and private credit group. Gregory Bauer joined the firm’s Chicago office from Holland & Knight LLP in September 2021.
- Shareholder activism - United States > M&A/corporate and commercial
- Commercial lending - United States > Finance
Top Tier Firm Rankings
- Investment fund formation and management > Alternative/hedge funds
- Dispute resolution > E-discovery
- M&A/corporate and commercial > Venture capital and emerging companies
- Industry focus > Healthcare: service providers
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- Finance > Capital markets: debt offerings
- Finance > Capital markets: equity offerings
- Finance > Capital markets: high-yield debt offerings
- Media, technology and telecoms > Cyber law (including data privacy and data protection)
- Labor and employment > Employee benefits, executive compensation and retirement plans: transactional
- Industry focus > Healthcare: life sciences
- Dispute resolution > M&A litigation: defense
- Tax > Not-for-profit (nonprofit and tax exempt organizations)
- Intellectual property > Patents: licensing
- M&A/corporate and commercial > Private equity buyouts
- Investment fund formation and management > Private equity funds (including venture capital)
- M&A/corporate and commercial > Shareholder activism
- Tax > US taxes: non-contentious
- Antitrust > Cartel
- M&A/corporate and commercial > M&A: large deals ($1bn+)
- Intellectual property > Patents: litigation (International Trade Commission)
- Real estate > Real estate
- Finance > Restructuring (including bankruptcy): corporate
- Dispute resolution > Securities litigation: defense
- Intellectual property > Trade secrets (litigation and non-contentious matters)
- Labor and employment > Workplace and employment counseling
- Media, technology and telecoms > Fintech
- Dispute resolution > General commercial disputes
- Intellectual property > Patents: litigation (full coverage)
- Finance > Structured finance: derivatives and structured products
- Media, technology and telecoms > Technology transactions
- Antitrust > Civil litigation/class actions: defense
- Antitrust > Merger control
- Tax > US taxes: contentious
- Finance > Financial services regulation
- Dispute resolution > Appellate: courts of appeals / Appellate: supreme courts (states and federal)
- Finance > Commercial lending
- Dispute resolution > Corporate investigations and white-collar criminal defense