Willkie Farr & Gallagher LLP > Chicago, United States > Firm Profile

Willkie Farr & Gallagher LLP
United States

Industry focus > Insurance: non-contentious Tier 1

Willkie Farr & Gallagher LLP stands out with its broad practice and its strong and expanding bench of ‘highly knowledgeable, client sensitive, business savvy’ practitioners. Strengths include insurance capital markets, M&A and restructuring transactions as well as designing alternative risk transfer solutions. Alexander Dye, who has expertise in insurance M&A and capital markets transactions and ‘deeply experienced’ practitioner John Schwolsky lead the team from New York. Michael Groll, who is experienced in corporate and securities law, is also based in New York.  The arrivals of Kara Baysinger and Stephanie Duchene in San Francisco as well as Matt Gaul and David Heales in New York from Mayer Brown in April 2021 expanded the group’s regulatory capabilities and insurtech expertise. In October 2021, Prakash Paran joined the New York and London offices from DLA Piper LLP (US), strengthening the cross-border insurance M&A practice, while David Luce joined the New York office from DLA Piper LLP (US) in January 2022.

Practice head(s):

Testimonials

‘Willkie’s insurance M&A practice is consistently the best I have worked with. They are very highly regarded by their peers, which is itself helpful to Willkie’s clients. They are involved in the preponderance of insurance M&A transactions, particularly in the U.S., which enables them to remain current regarding (and often to influence) trends in this area. The lawyers in this practice area are highly knowledgeable, client sensitive, business savvy, and excellent communicators, and in my experience over many years their legal (and often business) guidance has invariably proven invaluable.’

‘John Schwolsky, the head of the firm’s insurance M&A practice, is worthy of special mention. He is always available, is willing to take the time to discuss at length difficult insurance legal and business issues and the possible paths to address them, is as deeply experienced in this area of the law as any lawyer I know, and on top of all that is a thoughtful and decent person. He is also sensitive to client billing concerns, and when requested has readily agreed to helpful alternative legal fee arrangements.’

‘What makes the Willkie Farr team unique is their deep insurance regulatory expertise and ability to provide practical, actionable and timely advice. They clearly articulate the options available and explain why one option is preferred over another.’

 

Key clients

Allied World Assurance Company Holdings, Ltd

Aquiline Capital Partners

Assured Guaranty

CNO Financial

Dai-ichi Life Insurance Company

Fidelity National Financial, Inc.

FIS

KKR & Co.

MetLife, Inc.

Mutual of Omaha

New York Life

Protective Life Corporation

QBE Insurance

Spinnaker Insurance Company

Stone Point Capital

TigerRisk Partners LLC

Versant Health

Voya Financial, Inc.

W.R. Berkley Corporation

Zurich Financial Services

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

As well as providing a full suite of legal services to some of the largest fund managers in the world, the offering at Willkie Farr & Gallagher LLP assists open-end and closed-end funds, ETFs and BDCs with their development of novel investment strategies and cutting-edge new products. Recent highlights in this regard including advising clients on digital assets, offering private equity strategies in a registered fund product, and the development of products with ESG programs. Leadership of the asset management department is now split between Margery Neale and Lior Ohayon – both of whom are based in New York. In the firm’s Washington DC office, Barry Barbash, who has particular experience dealing with status issues arising under the Investment Advisers Act and the Investment Company Act of 1940, and securities regulation expert Anne Choe are key contacts. Barbash is also a former director of the SEC’s Division of Investment Management, and is one of a large number of practitioners bringing previous SEC experience to the team.

Practice head(s):

Margery Neale; Lior Ohayon

Other key lawyers:

Barry Barbash; Jay Spinola; Anne Choe; Elliot Gluck; Benjamin Haskin

Testimonials

‘The resources and the holistic approach they take help us navigate the complicated waters of securities regulations.’

‘Our attorney takes a direct hands-on approach to our challenges. He is not afraid to bring up delicate matters and to address them in a clear and concise manner.’

 

Key clients

Credit Suisse Asset Management and Credit Suisse Funds

Flaherty & Crumrine Closed-End Funds

Gabelli Closed-End Funds

The New Ireland Fund

T. Rowe Price Funds

Work highlights

    Labor and employment > ERISA litigation Tier 1

    Willkie Farr & Gallagher LLP represents employers across a broad range of industries, including insurance, financial services and education, in both individual and class action lawsuits relating to employee stock ownership plan (ESOP) disputes, Department of Labor investigations and plan fee issues, among others. The firm enjoyed notable success in its representation of Northwestern University in its high-profile case relating to workers' retirement savings. The practice benefits from integrated expertise in transactional benefits, broad labor law and securities litigation, allowing it to handle a broad range of cases. The Chicago-based team is led by Craig Martin, an experienced trial lawyer, alongside Amanda Amert, a specialist in ERISA litigation who represents employers and plan providers at the trial and appellate level. Matt Basil represents Fortune 500 companies in fiduciary duty and contracts disputes.

    Practice head(s):

    Amanda Amert; Craig Martin

    Other key lawyers:

    Matt Basil; Matthew Thomas

    Testimonials

    ‘Craig Martin, Amanda Amert and their team were exceptional every step of the way. ERISA is a very complex area of law and we feel fortunate to have a close and symbiotic working relationship with Craig and Amanda, who we will surely call upon as and when other ERISA cases materialize.’

    ‘Craig and Amanda are a powerful one two punch. I would trust them with any form of ERISA litigation. When Craig and Amanda are on our team, we know we will get the best possible support in the market. Their extensive commercial knowledge is a real differentiator.’

    ‘Excellent technical attorneys, very practical and very responsive.’

    ‘Craig Martin and Matt Basil are stars. They know the law and are incredibly responsive.’

    ‘It’s a specialized area that requires knowledge and experience that you can’t glean from reading cases or articles. They know things because they’ve seen things and that’s what you get when you hire them – real, actual, firsthand experience with comparable situations and all the big players.’

    ‘Craig Martin is a fantastic strategist. He and his team come up with highly creative solutions. They are skilled at looking at an issue from all angles, and this produces the best approaches. Craig in particular is also well networked, which can be of significant value. He is also very good presenting to Boards. He engenders trust.’

    Key clients

    Northwestern University

    Aon Hewitt Investment Consulting, Inc.

    Alight Financial Advisors, LLC

    Alight Solutions LLC

    CenturyLink, Inc.

    Former Directors and Officers of Appvion Corporation

    Olin Corporation

    Ruane, Cunniff & Goldfarb, Inc.

    MetLife Group Inc.

    Work highlights

    • Represented Northwestern University in a federal case which concluded that the plaintiffs’ claims did not assert plausible ERISA violations and rejected the plaintiffs’ demand for a jury trial; and currently defending the decision in the Supreme Court.
    • Represented CenturyLink in a breach of fiduciary duty putative class action challenging the company’s use and management of active multi-manager funds as investment options in its 401(k) plan, successfully dismissing the complaint.
    • Representing Aon Corporation in a variety of fiduciary cases, including a putative class action alleging fiduciary breaches, in connection with investment advisory service and ERISA prohibited transactions.

    Dispute resolution > General commercial disputes Tier 2

    Willkie Farr & Gallagher LLP is a popular address for national and international financial services companies, accounting firms, insurance and reinsurance companies, media companies, and individuals in their commercial disputes. Areas of activity are M&A-related cases, earn-out, insurance, patent, SICO and ERISA disputes. New York-based practice head Tariq Mundiya is a specialist in representing clients in litigation arising out of corporate control transactions, securities, and corporate litigation under the federal and state securities laws. Craig Martin in Chicago is appreciated for being ‘an effective advocate.‘ The Washington DC-based Elizabeth Bower and Michael Gottlieb are key contacts in contentious cybersecurity and privacy matters. Simona Agnolucci is a class action expert in San Francisco.

    Practice head(s):

    Tariq Mundiya

    Other key lawyers:

    Craig Martin; Elizabeth Bower; Michael Gottlieb; Simona Agnolucci; Matt Basil

    Testimonials

    ‘Craig Martin and his team (Matt Basil etc.) are first-rate, highly-effective commercial litigations who we regularly call upon to advise on our most complex contentious matters. This team is pragmatic in their approach to advocating for their clients, routinely delivering outcomes that even exceed our high standards and expectations. The firm’s ethos matches up incredibly well with ours, which is why our relationship continues to expand into other areas as well, and I expect more of the same.’

    ‘Craig Martin is exceptional. Pragmatic, detail-oriented and unusually well versed in our business which makes him such an effective advocate.’

    ‘Excellent technical attorneys, very practical and very responsive.’

    ‘Craig Martin and Matt Basil are stars. They know the law and are incredibly responsive. Great results.’

    Key clients

    Innoviva Inc.

    Google

    Citgo Petroleum Corp.

    Multiple AIG companies

    Navy Federal Credit Union

    Public Storage

    Northwestern University

    Workday, Inc.

    Oto Analytics, Inc. d/b/a Womply

    Tonopah Solar Energy

    Willis Management Vermont, Willis Limited, and Willis Re, Inc.

    Aon Investments USA, Inc.

    Scientific Games Corporation, Bally Technologies, Inc. and SG Gaming, Inc. (f/k/a Bally Gaming, Inc.)

    Northwestern University

    Certain former directors and officers of Education Corporation of America (ECA)

    AmTrust Financial Services, Inc. Special Committee

    Industrial Automation LLC

    Vintage Capital Management, LLC

    Sierra-Cedar Inc.

    Kaysea Holdings

    Runa Capital

    Loral Space & Communications Inc.

    Clare Bronfman

    William Kent Dean

    Work highlights

    • Won the second breach of contract arbitration for Innoviva Inc. against Theravance Biopharma, Inc. regarding Innoviva’s authority as manager of a joint venture, which was formed by the parties when Theravance Biopharma, Inc. was spun out of Innoviva.
    • Obtained an important ruling in favor of the more than 30 underwriters of Uber’s May 2019 IPO.
    • Obtained a dismissal with prejudice for Navy Federal Credit Union in a case brought on behalf of a proposed nationwide class of Navy Federal Credit Union customers who were charged fees for purchasing items while in the US from online merchants abroad.

    Dispute resolution > M&A litigation: defense Tier 2

    The 'smart, business focused, personable, and practical‘ team at Willkie Farr & Gallagher LLP  is praised as ‘strategic in the approach to cases and efficient in getting to a positive outcome‘. The firm recently set up a dedicated M&A litigation practice, in which vice chair of the business and corporate litigation group Sameer Advani is a key figure. The firm’s litigators represent companies, controlling shareholders, boards of directors, special committees and financial advisors in a range of transactional situations, including Delaware activism and takeover litigation, going private transactions and litigation arising out of alleged conflicts of directors or financial advisors. Tariq Mundiya is chair of the firm’s litigation department and oversees the firm’s deal-related disputes. He recently secured the dismissal of complaints against Xerox Corporation arising out of the company’s terminated transaction with Fujifilm Holdings Corporation. Vice chair of securities litigation Todd Cosenza is another standout practitioner. All lawyers mentioned are in New York.

    Practice head(s):

    Tariq Mundiya

    Other key lawyers:

    Sameer Advani; Todd Cosenza

    Testimonials

    ‘High quality is expected from a good law firm. The individuals on the team are smart, business focused, personable, and practical. They are strategic in the approach to cases and efficient in getting to a positive outcome.’

    Key clients

    Innoviva, Inc.

    Xerox Corporation

    Atlas Holdings LLC

    Loral Space & Communications Inc.

    Sarissa Capital Management

    AmTrust Financial Services, Inc. Special Committee

    Aaron Skonnard, co-founder of Pluralsight

    CIP OCL Investments, LLC

    Resideo Technologies Inc.

    Industrial Automation LLC

    Vintage Capital Management, LLC

    Work highlights

    • Represented Innoviva in breach of contract arbitration against Theravance Biopharma, Inc. regarding Innoviva’s authority as manager of a joint venture, which was formed by the parties when Theravance Biopharma, Inc., was spun out of Innoviva.
    • Represented Xerox in securing motions to dismiss in two matters related to Xerox’s terminated transaction with Fujifilm Holdings Corporation and its settlement of other litigation relating to the Fuji transaction.
    • Represented Vintage, another investor, their owners, and certain individuals board members of Liberty Tax, Inc. in a stockholder class action and derivative action arising from a series of transactions in which Vintage and another investment firm, B. Riley, acquired Liberty Tax’s outstanding shares of common stock in a tender offer.

    Dispute resolution > Securities litigation: defense Tier 2

    Willkie Farr & Gallagher LLP has a successful record in obtaining precedent-setting victories in courts across the US involving securities litigation and shareholder class actions. The firm frequently defends underwriters in complex and high-value cases, and it has become a key adviser on busted IPO cases. It also represents clients facing regulatory investigations and inquiries from the SEC. From New York, Tariq Mundiya leads the litigation department, while Todd Cosenza and Antonio Yanez are co-chairs of the securities litigation practice. The firm has a growing presence in Chicago since opening a new office in 2020, with Craig Martin, who has notable expertise in stockholder actions and fiduciary duties cases, is among the key lawyers.

    Practice head(s):

    Tariq Mundiya; Todd Cosenza; Antonio Yanez

    Other key lawyers:

    Key clients

    Morgan Stanley & Co. LLC

    Goldman Sachs & Co. LLC

    JP Morgan Securities LLC

    Board of Directors of Wells Fargo

    SMBC Nikko Securities America, Inc.

    CBS Corporation

    Xerox Corporation

    Curo Group Holdings Corp.

    Resideo Technologies, Inc.

    Vintage Capital Management LLC

    Insight Partners

    Bee Street Holdings LLC

    Kaseya Holdings, Inc.

    Citadel Securities LLC

    Work highlights

    • Represented Xerox in winning dismissal of two class actions against Xerox arising out of Xerox’s terminated transaction with Fujifilm Holdings Corporation and its settlement of other litigation relating to the Fuji transaction.

    Industry focus > Energy transactions: oil and gas Tier 2

    Willkie Farr & Gallagher LLP‘s Houston-based practice is known for its expertise in M&A, private equity, finance, restructuring, regulation, compliance and enforcement. Particular strengths of the team include the acquisition and divestiture of upstream and midstream assets, establishment of joint ventures, drilling partnerships and asset-level projects; energy finance and capital markets mandates; the formation of private equity funds and vehicles dedicated to energy investing; and corporate governance advice.

    Key clients

    Andros Capital Partners LLC

    Axis Energy Services, LLC

    Bruin Purchaser LLC (Bruin E&P)

    Carnelian Energy Capital III, L.P.

    Colony Capital, Inc.

    Enstor Gas, LLC

    Hawthorne Energy

    Haymaker Minerals

    Houston Energy

    Intrepid Partners

    Juniper Capital

    Laredo Petroleum, Inc.

    Oaktree Capital Management

    OneNexus Environmental

    Percussion Petroleum

    Pickering Energy Partners

    Rod and Tubing Services

    Samson Resources II, LLC

    Work highlights

      M&A/corporate and commercial > Private equity buyouts Tier 2

      Willkie Farr & Gallagher LLP enjoys productive relationships with major names across the mid-market and bulge bracket, combining strong deal volume and high transactional value in its work for the likes of Insight, Warburg Pincus, and Centerbridge. The team advises on buyouts, exits, take-privates, and buy-and-build transactions, with involvement in key areas such as retail, technology, life sciences, and healthcare, and also regularly handles cross-border buyouts in collaboration with its international offices, with one notable example being the firm’s work for Genstar in the sale of ISS to Deutsche Borse, a key deal for practice co-head Jeffrey Poss. Poss leads the team alongside Neil Townsend, who remains an active dealmaker on behalf of key relationship clients and regularly takes point on deals in the optical sector. Morgan Elwyn regularly closes high-value deals for top clients, particularly Insight, while New York managing partner Rosalind Fahey Kruse is strong in the healthcare and life sciences spaces. Matthew Rizzo is highly active in the mid-market, particularly healthcare and biotech. Attorneys are in New York unless otherwise stated.

      Practice head(s):

      Jeffrey Poss; Neil Townsend

      Other key lawyers:

      Morgan Elwyn; Rosalind Fahey Kruse; Matthew Rizzo

      Key clients

      Aquiline Capital Partners and Aquiline Technology Growth

      Calvert Street Capital Partners

      The CapStreet Group

      Centerbridge Partners

      CIP Capital

      Court Square

      FFL Partners

      Genstar Capital

      Insight Partners

      PAI Partners

      TowerBrook

      Warburg Pincus

      Work highlights

      • Represented Insight Partners as part of an equity consortium in the acquisition of Inovalon for approximately $7.3 billion.
      • Represented Sphera and Genstar Capital in connection with Genstar’s sale of Sphera to private equity funds managed by Blackstone for $1.4 billion.
      • Represented Summit BHC, a leading provider of behavioral health and addiction treatment services, and FFL Partners and Lee Equity Partners, in the sale of Summit BHC from FFL and Lee Equity to Patient Square Capital.

      M&A/corporate and commercial > Shareholder activism

      Based in New York, the group at Willkie Farr & Gallagher LLP has experience of acting for activist shareholders, as well as boards of directors and special committees of large public companies; this makes it particularly well-placed to advise clients on activist campaigns and proxy contests. The group is led by Russell Leaf, litigation department chair Tariq Mundiya, and Robert B. Stebbins, former general counsel for the SEC, who rejoined the firm in 2021. Jared Fertman is also a key individual.

      Practice head(s):

      Robert B. Stebbins; Russell Leaf; Tariq Mundiya

      Other key lawyers:

      Jared Fertman

      Key clients

      Sarissa Capital Management

      Third Point LLC

      Innoviva

      Xerox Holdings Corporation

      Dong-A ST Co., Ltd.

      New Mountain Vantage

      Icahn Associates

      Elliott Management

      Media, technology and telecoms > Fintech Tier 2

      Willkie Farr & Gallagher LLP combines a strong mix of financial services and technology expertise. The team is ‘well integrated across disciplines’, fielding several experienced corporate, regulatory, transactional and litigation lawyers. The regulatory side of the practice includes senior counsel Christopher Giancarlo, a former chairman of the US Commodity Futures Trading Commission who co-chairs the firm’s Digital Works practice and is ‘well known for his vast understanding and knowledge of the crypto space‘. Fellow digital works co-chair Conrad Bahlke is also noted for his good regulatory experience in crypto and blockchain. Washington DC-based regulatory partner Justin Browder is also ‘a brilliant lawyer with an acute business semse and an amazing service level‘. Clients, which include fintech providers, financial services companies and investment funds, also benefit from the firm’s transactional capabilities. Private equity co-chair Jeffrey Poss has a good track record representing investors while Matthew Berger in Palo Alto assists on related technology transactions and IP matters. The recruitment of David Luce, DLA Piper LLP (US)‘s former global co-chair, adds weight to an already strong group. Lawyers are based in New York unless otherwise stated.

      Practice head(s):

      Jeffrey Poss; Christopher Giancarlo; Conrad Bahlke

      Testimonials

      ‘Well-integrated across disciplines.’

      ‘Jim Burns, Artyom Rogov, Justin Browder. All highly competent and work well together from different vantage points’

      ‘Chris Giancarlo and Justin Browder provide 360-degrees business savvy services, taking into account regulatory development and the other market participants. They manage to deliver a high-quality service with a great service level and at record timelines.’

      ‘Chris is well known for his vast understanding and knowledge of the crypto space including an in-depth understanding of the up to date regulatory trends and initiates which is critical in a highly evolving regulatory regime such as cryptos. Justin is a brilliant lawyer with an acute business sense and an amazing service level. We enjoy working with them immensely.

      ‘They are always strict on a timeline and very punctual. Matt Berger: Excellent knowledge of a technology deal. Tiffany Lee: Excellent knowledge of a technology deal. Josh Real: Great associate to support. Christopher Giancarlo: Excellent knowledge of fintech and blockchain. Conrad Bahlke: Excellent knowledge of fintech and blockchain.’

      Key clients

      Acumatica

      Aquiline Capital Partners

      Ascensus

      Brinker Capital

      eToro USA

      Fenergo

      FIS

      Forecast Foundation

      Franklin Resources, Inc.

      Genstar Capital

      GSR

      HealthEquity

      Insight Partners

      Institutional Shareholder Services Inc. (ISS)

      Kony Inc.

      Loyale Healthcare

      Lykke Exchange

      The Options Clearing Corporation (OCC)

      Personal Capital

      Professional Datasolutions, Inc. (PDI)

      Ripple Labs Inc.

      SIFMA

      SIX

      Capital One, N.A. – United Income

      Virtual Currency Association

      Warburg Pincus

      WealthFront Corporation

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

      Alongside regular representation of Comcast before the FCC in complex regulatory matters, the Washington DC-based team at Willkie Farr & Gallagher LLP handles further high-stake proceedings for key market players. The practice is co-headed by Jonathan Friedman whose clients include major cable operators, video programmers, and equipment manufacturers. In advising Comcast, Friedman regularly works together with fellow co-head Michael Hurwitz , a specialist in regulatory policy for communications and media companies especially regarding M&A approvals. Daniel Alvarez complements the practice with his extensive expertise in related areas such as technology, privacy, and cybersecurity. Another regulatory expert is Melanie Medina who currently leads the team in advocacy of Comcast NBCUniversal before the FCC in high-profile spectrum policy and auction matters. On the litigation side, David Murray represents clients from the telecoms and broadcast industry in civil and appellate courts as well as arbitration. The team has strengthened its expertise in privacy with the hire of Laura Jehl from McDermott Will & Emery LLP in May 2021.

      Practice head(s):

      Jonathan Friedman; Michael Hurwitz

      Other key lawyers:

      Key clients

      Comcast Corporation/NBCUniversal

      The Internet & Television Association (NCTA)

      América Móvil, S.A.B. de C.V.

      ForgeLight, LLC

      Work highlights

      • Representing Comcast in a FCC petition seeking a declaratory ruling that Nexstar is attributed with WPIX and therefore in violation of the FCC’s national ownership cap and conditions of the merger.
      • Representing América Móvil, S.A.B. de C.V. before the FCC and various state public utilities commissions in seeking regulatory approval for its sale of TracFone Wireless, Inc.
      • Advising NCTA on FCC strategy and advocacy related to spectrum in the 3.5 GHz band, 3.7-4.2 GHz C-Band, 6 GHz band, and 3.45-3.55 GHz band.

      Dispute resolution > Corporate investigations and white-collar criminal defense

      Willkie Farr & Gallagher LLP’s white-collar defense and compliance, investigations and enforcement practice is well regarded in the market for high-profile, cross-border investigations and acts for public companies and financial institutions, as well as senior executives. The team is headed by New York’s Michael Schachter, and William Stellmach and Martin Weinstein  in Washington DC. Schachter is a veteran litigator with considerable experience in internal investigations, while Stellmach, a former federal prosecutor, is recommended for securities and commodities fraud, bribery, antitrust and sanctions matters. Weinstein is a name to note for compliance, M&A due diligence and FCPA issues. Randall Jackson, who is also based in New York, handles civil litigation and regulatory matters, and has particular experience in financial crime cases.

      Practice head(s):

      Michael Schachter; William Stellmach; Martin Weinstein

      Other key lawyers:

      Randall Jackson; Amelia Cottrell; Robert Meyer; Jeffrey Clark

      Testimonials

      ‘Willkie has a deep bench of experienced white-collar lawyers.’

      ‘William Stellmach is a standout attorney among a firm of strong attorneys.’

      ‘William Stellmach has a significant background at the DOJ/SEC and has impeccable judgment.’

      ‘William Stellmach is unflappable in difficult circumstances.’

      ‘Efficient, very personable and exceptionally capable.’

      Key clients

      The Department of Justice

      The Commodity Futures Trading Commission

      Office of the Governor of the State of New York

      Citgo Petroleum Corp.

      Vitol Inc.

      Citadel Securities LLC

      Options Clearing Corporation

      LafargeHolcim Ltd.

      Julian Omidi

      Former Adidas marketing director James Gatto

      Securities trader Dov Malnik

      Sergio Pasini, senior diesel manager at Fiat Chrysler Automobiles Italy S.p.A.

      Former JPMorgan trader Akshay Aiyer

      Work highlights

      • Selected by both the DOJ and CFTC to serve as the monitor for the Bank of Nova Scotia in a novel, dual appointment, following a landmark resolution with each agency.
      • Defending CITGO Petroleum Corp in response to a DOJ investigation under various federal criminal statutes.
      • Representing an indicted Fiat engineering executive in a diesel emissions federal criminal case pending in Detroit, and recently obtained client’s release following detention in Italy.

      Dispute resolution > Leading trial lawyers Tier 3

      Craig Martin Willkie Farr & Gallagher LLP. Based in Chicago, Craig Martin ‘knows the law and is incredibly responsive‘ according to one client. He has been trying cases for over a decade; these span  several areas, including patent infringement, antitrust, commercial contract, trade disputes, restrictive covenants and non-compete agreements. White-collar criminal defense work and civil rights cases are also frequent mandates for Martin. Following a trial in the Middle District of Florida in 2021, he secured a significant victory for Aon Hewitt Investment Consulting, Inc. in a high-profile action related to its consulting services.

      Testimonials

      ‘Craig Martin knows the law and is incredibly responsive. Great results!’

       

      Work highlights

        Finance > Commercial lending Tier 3

        Willkie Farr & Gallagher LLPprovides high quality service’ to borrower clients, in addition to a growing number of lenders, across all main areas of debt finance. Private equity sponsors make up the main part of the client base, and the team regularly conducts LBOs and dividend recapitalizations for the likes of Platinum Equity and Insight Partners . The firm has welcomed a number of new arrivals in recent months: Andres Mena joined from Paul Hastings LLP in September 2021 to serve as joint-practice head alongside Viktor Okasmaa; Chicago’s Melainie Mansfield arrived from Milbank in Jun 2021; and January 2022 saw Sarah Gelb move over from Dechert LLP. With regards to departures, David Tarr left in April 2021 and Jeffrey Goldfarb departed in October. All names listed are based in New York unless otherwise stated.

        Practice head(s):

        Viktor Okasmaa; Andres Mena

        Other key lawyers:

        Joshua Deason; Sarah Gelb; Melanie Mansfield

        Testimonials

        Willkie provides high quality service and great coordination across various teams (M&A, commercial lending, tax, litigation, etc.) We use them across all of the different areas which streamlines communications and deliverables. People are great and always available.’

        Key clients

        AlixPartners

        Aquiline Capital Partners

        Bayou City

        Bridge Growth Partners

        CIBC

        Cowen

        CPPIB

        Dubin Clark & Company

        FFL Partners

        FIS

        Franchise Group

        Genstar Capital

        Insight Partners

        JP Morgan

        Juniper Capital

        Massif Oil & Gas

        NextEra Energy

        Platinum Equity

        Resideo

        Samson Resources II, LLC

        Toronto Dominion Bank

        UBS

        WBH Energy Partners

        West Texas National Bank

        Finance > Restructuring (including bankruptcy): corporate Tier 3

        Willkie Farr & Gallagher LLP offers a sizeable team of restructuring professionals, ‘equipped to service the full spectrum of restructuring mandates’. Its pillars of expertise encompass company-side, creditor-side and cross-border matters. In key reflections of the firm’s expertise, practice co-head Matthew Feldman acted as lead partner alongside Paul Shalhoub  in the representation of Attestor Limited, its affiliate entities and Humana, Inc. in regard to the Mallinckrodt Chapter 11 cases, while co-head Rachel Strickland  acted as lead partner alongside Andrew Mordkoff in the representation of GBG USA Inc. in its Chapter 11 cases. All are based in New York, including the new arrivals of Brett MillerTodd Goren  and Dennis Jenkins from Morrison Foerster in May 2021. Counsel Craig Damast also joined from Morrison Foerster. Melainie Mansfield joined from Dechert LLP in June 2021 and is based in Chicago.  

        Practice head(s):

        Matthew Feldman; Rachel Strickland

        Other key lawyers:

        Ana Alfonso; Daniel Forman; Todd Goren; Jennifer Hardy; Dennis Jenkins; Brian Lennon; John Longmire; Melainie Mansfield; Brett Miller; Joseph Minias; Andrew Mordkoff; Jeffrey Pawlitz; Paul Shalhoub; Tariq Mundiya

        Testimonials

        ‘Willkie’s ability to pull together a top notch team across functions and geographies was what really separated them from the pack in my mind. I was CEO of a global company that needed strong strategic and restructuring expertise, but also world class counsel, IP counsel, litigation counsel, employment counsel… Willkie delivered these services in a world class manner and with an integrated approach that allowed us to execute the transactions we needed on an accelerated timeline.’

        ‘They all did such an amazing job handling a situation that was extremely fast paced and perhaps unfairly challenging. We had to fend off aggressive creditor actions, while managing internal turnover including senior leadership changes.’

        ‘Rachel Strickland: Excellent strategic vision with the ability to adjust approach and get aggressive when called for. Strong negotiator and great at communicating with our board and stakeholders. Great knowledge of restructuring issues and a trusted advisor.’

        ‘Tariq Mundiya: Excellent at board and client communications and developing and executing litigation strategies. He was critical to developing appropriate responses at critical junctions.’

        ‘Jennifer Hardy: Jennifer showed great knowledge of restructuring issues and was able to both lead and get in the weeds on the negotiation and resolution of various extremely complex critical issues.’

        ‘Rachel Strickland is an absolute star, she is extremely smart, hard working, provides a personalized, hands on service, and is a true fortress, somebody you want on your side in the trenches. She is creative and knows how to manage large groups and adversity, extremely resourceful and I would highly recommend her on any contentious, complex restructuring.’

        Key clients

        GBG USA Inc.

        Official Committee of Unsecured Creditors of Grupo Aeromexico

        Official Committee of Unsecured Creditors of Avianca Holdings S.A.

        Official Committee of Tort Claimants in Imerys Talc America, Inc.

        Ad hoc group of Hertz Senior Noteholders

        Attestor and Humana Inc. in Mallinckrodt Chapter 11 Proceedings

        Certain Insurers in Purdue Pharma

        Special Committee of Intelsat Connect Finance S.A.

        Paper Source Inc.

        Sanchez / Mesquite

        Ad hoc group of bondholders in Ahern Rentals

        Ad hoc group of equity holders in Nine Point Energy

        Ad hoc group of lenders in Drive

        Northwest Hardwoods

        Ad hoc group of crossover lenders in Belk Corporation

        Hudson’s Bay Company ULC, HBC US Holdings Inc. and HBC US Propco Holdings LLC (collectively, “HBC”)

        JESS Capital Holdings

        Lime Rock Partners, L.P.

        Riverstone Holdings LLC

        Work highlights

        • Represented GBG USA Inc. and it’s affiliated debtors and debtors in possession, owners or licensors of various popular retail brands, in their chapter 11 cases.
        • Represented the official committee of unsecured creditors in the chapter 11 restructuring of Grupo Aeroméxico, S.A.B. de C.V., and its affiliated debtors.
        • Represented an ad hoc group of Hertz Corporation Senior Noteholders, holding more than $1.6bn of Hertz’s senior unsecured notes, in the negotiations of DIP financing and asset sales.

        Finance > Structured finance: derivatives and structured products Tier 3

        Willkie Farr & Gallagher LLP frequently advises energy companies, lenders, and dealers on derivatives in the physical commodities markets, particularly in the energy, metals, and agricultural products industries. The team also has experience in listed and over-the-counter derivatives, as well as proxy generation swaps, cross-border derivatives, enforcement defense, and regulatory advice. Based in Washington DC, practice chair Thomas French focuses on complex derivatives, often advising hedge funds and investment banks, while Athena Eastwood and senior counsel Paul Pantano are key resources regarding regulatory matters. In New York, counsel Conrad Bahlke and Rita Molesworth deal with derivatives and commodities transactions and regulatory advice for financial institutions, respectively. Of note, regulatory expert John Thomas joined from commodities trading company J. Aron & Company LLC in August 2021, counsel Margo Bailey joined from the US Commodity Futures Trading Commission in May 2021, and regulatory specialist Neal Kumar was promoted to partner in January 2021.

        Practice head(s):

        Thomas French

        Key clients

        Futures Industry Association Inc.

        Citigroup Energy, Inc.

        Community Bank, N.A.

        The Options Clearing Corporation (OCC)

        Vitol, Inc.

        Dairy Farmers of America

        Goldman Sachs

        CIBC

        Industry focus > Energy regulation: conventional power Tier 3

        Willkie Farr & Gallagher LLP has significant experience representing clients in high-profile regulatory matters before the CFTC, FERC, the National Futures Association (NFA) and derivatives exchanges. The group has compliance and enforcement practitioners based in Europe and runs ‘one of the best energy practices in the US’. Based in Washington DC, co-head Norman C. Bay is a ‘leading practitioner’ with experience as the former Chairman, Commissioner and Director of FERC’s Office of Enforcement. Athena Eastwood, in Washington DC, jointly leads the group that welcomed counsel Margo Bailey from the CFTC in May 2021.

        Practice head(s):

        Norman Bay; Athena Eastwood

        Other key lawyers:

        Testimonials

        They have both broad and deep energy experience and run one of the best energy practices in the US.’

        Very strong team with excellent contacts and reputation at FERC. Very good understanding of the Commissioners and Staff, with a good sense of policy. Excellent at providing strategic advice and setting up a long-term strategy and then working with the team to deliver tactically.’

        Norman Bay is a leading practitioner and has a tremendous wealth of experience in dealing with regulators. He has a good view of potential risks, strategies on effective engagement, as well as provide the critical substantive guidance needed to get work done.’

        Key clients

        Citigroup Energy

        Futures Industry Association

        Kansai Electric Power

        NextEra Energy Resources

        Panamint Capital

        PJM Interconnection

        Southern Company

        Vistra Corp

        Vitol

        WIRES

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

        Willkie Farr & Gallagher LLP‘s active fund formation practice is strengthened by the group’s extensive experience advising on bespoke liquidity and capital solutions matters, including LP secondary transactions; GP-led transactions including continuation funds, tender offers and stake sales; investments into GPs; and fund restructurings and recapitalizations. Lior Ohayon and Margery Neale jointly lead the firm’s asset management department from the New York office, which also fields recommended attorneys Phillip Isom – who is regularly instructed to assist with structuring and organizing the ownership arrangements of private investment firms – and Arash Farhadieh – who is singled out by one client for his ‘intimate knowledge‘ of funds work. January 2021 saw the expansion of the group into Washington DC, through the acquisition of counsel Benjamin Allensworth, who brings 18 years of experience representing investment managers – most recently as managing director and counsel at the Managed Funds Association – to the role.

        Practice head(s):

        Phillip Isom; Lior Ohayon; Margery Neale

        Testimonials

        ‘Their in-depth knowledge, coupled with practical and thoughtful advice, make this a strong team.’

        ‘We rely on the advice from the Willkie team and consider them an integral and true partner in any fund transaction.’

        ‘They have fantastic domain expertise and do not require much time to accurately assess the impact of LPA terms on a client’s ability to achieve their goals.’

        ‘Arash Farhadieh has intimate knowledge of fund terms.’

         

        Key clients

        Andros Capital Partners LLC

        Astorg Partners

        Banneker Partners

        Blue Water Energy

        Bridge Growth Partners

        C2 Energy Capital

        CIP Capital

        Citi Private Bank

        Credit Suisse Asset Management

        First Manhattan Co.

        Flexis Capital

        Full-In Partners

        Gainline Capital Partners LP

        GoldenTree Asset Management

        GoldPoint Partners

        Grant Avenue Capital

        Harbor International Group

        ICV Partners

        Insight Partners

        LS Power Private Equity

        Monarch Alternative Capital

        Morgan Stanley

        New York Life Insurance Co.

        PAI Partners

        Paramount Group

        Pickering Energy Partners

        Post Oak Energy Capital

        Related Fund Management

        Sage Road Capital

        Second Alpha Partners

        Sound Point Capital

        The CapStreet Group, LLC

        The Carlyle Group

        Vantage Infrastructure

        Wellington Asset Management

        Zurich Alternative Asset Management

        Labor and employment > Employee benefits, executive compensation and retirement plans: transactional Tier 3

        Willkie Farr & Gallagher LLP frequently collaborates with the firm’s insurance and private equity practice groups to provide ‘the highest level of support and advice’ to clients in these respective sectors, on employee benefits and executive compensation issues arising out of M&A. Michael Katz , who ‘notably represents private equity investors’, as well as public companies and individual senior executives, jointly leads the New York team alongside Jordan Messinger, who advised on the employee benefits aspects of Genstar Capital’s $2.275 sale of ISS to Deutsche Börse. San Francisco-based Scott Thompson recently joined the practice from Venable LLP in November 2021.

        Practice head(s):

        Michael Katz; Jordan Messinger

        Other key lawyers:

        Testimonials

        ‘Michael Katz brought measured professionalism to our transaction, which was complicated and prolonged but resulted in a very successful outcome for all parties. Michael, who notably represents private equity investors, represented management in this case and did a very good job.’

        ‘The team is very good and provides the highest level of support and advice.’

        ‘Michael Katz leads the group and is a true head of the bar on ECB issues.’

        Key clients

        AdaptHealth Corp

        Aquiline Capital Partners

        Cisco Systems, Inc.

        Digital Bridge Group, Inc.

        Franklin Resources, Inc.

        Gainline Capital Partners

        Genstar Capital

        HealthEquity, Inc.

        Hudson’s Bay Company

        Insight Partners

        MetLife, Inc.

        Mueller Industries, Inc.

        RenaissanceRe Holdings

        The Allstate Corporation

        Take Two Interactive Corp.

        Tenet Healthcare Corporation

        Truist Financial Corporation

        W.R. Berkley Corporation

        Warburg Pincus

        Xerox Holdings Corporation

        Media, technology and telecoms > Technology transactions Tier 3

        Willkie Farr & Gallagher LLP has an ‘extremely knowledgeable‘ team that is ‘always extremely responsive to requests for assistance‘. The Palo Alto office has an experienced group, including practice head Matthew Berger and partner Tiffany Lee, who are praised for their ‘keen understanding of the industry, its trends and the constantly evolving business landscape‘. The firm represents a selection of household name technology, social media and e-commerce companies, including Salesforce and Spotify. The team has had a longstanding relationship with Facebook/Meta, assisting with numerous development, services and infrastructure agreements. On the hardware side it represents LG Display on its agreements with consumer electronics companies for the manufacture and supply of displays. New York partner Eugene Chang also has an active IP licensing and outsourcing practice.

        Practice head(s):

        Matthew Berger

        Other key lawyers:

        Testimonials

        ‘Willkie Farr is extremely knowledgeable about the subject matter in which we focus our practice as in-house counsel. Matt Berger and Tiffany Lee at Willkie are highly responsive, helpful, thorough and consummate professionals in all respects.’

        ‘I can count on Matt Berger and Tiffany Lee to respond to urgent requests for legal guidance and/or work product, regardless of whether the request is after hours or on the weekend. Matt and Tiffany are highly thorough in their analysis and very skillful at identifying material issues that impact our business. I feel comfortable that we have identified and mitigated key risks in a transaction when I am working with the Willkie team.’

        ‘Matt Berger and Tiffany Lee have been providing their legal advice and opinion to our company for the past decade. Matt and Tiffany have been instrumental in negotiating key agreements with respect to key strategic partners. What makes Matt and Tiffany stand out in relation to other similarly situated firms/attorneys, is there keen understanding of the industry, its trends and the constantly evolving business landscape. But even more so, it’s their ability to take that knowledge and seamlessly weave that knowledge into our arguments and our understand, allowing us to better prepare our business teams with guidance and preparation beyond the immediate circumstances, but several years ahead, allowing up to be thoroughly and fully prepared to meet the next challenge.’

        ‘Superior subject matter expertise with all models of manufacturing, distribution and supply chain agreements. Extremely knowledgeable and responsive. Provides strategic analysis and risk mitigation strategies. Cohesive and thorough drafting and language to create bullet-proof contracts. Collegial and diverse. Provides competitive advantage for my business.’

        ‘Matthew Berger and Tiffany Lee the best of the best in terms of work quality, responsiveness and subject matter expertise. Both have an understanding of the overall technology marketplace, and look beyond just the contract drafting to bring a competitive advantage to engagements.’

        ‘The Willkie Farr technology transactions team has a broad range of expertise in a variety of different subject matter areas, and is always extremely responsive to requests for assistance. The team has enabled our company to shore up its protections in the hardware purchasing space and has helped update templates to keep current with current developments in the law.’

        ‘Matt Berger and Tiffany Lee are standout partners at the firm and our company trusts them with advising on a number of our most critical supplier relationships. We couldn’t be happier with the advice Matt and Tiffany have provided over the years and look forward to continuing our engagement with the team for years to come.’

        ‘High expertise in technology and IP. Great communication skills.’

        Key clients

        Salesforce

        Meta Platforms

        Snap

        LG Display

        Dong-A Pharmaceutical

        City of Hope

        Loyale Healthcare

        LG Innotek

        FTV Capital

        Akorn Pharmaceutical

        Work highlights

          Real estate Tier 3

          Displaying ‘tremendous subject matter expertiseWillkie Farr & Gallagher LLP‘s New York-based real estate team excel in complex financings and acquisitions across multiple state, with California, New York, Florida and Washington DC, as its core markets. David Drewes and Thomas Henry in New York are the practice co-heads, both representing a broad variety of private developers, private equity and hedge funds and lenders. Also in New York, Krystyna Blakeslee is noted for origination, acquisition and disposition of mortgage loans.

          Practice head(s):

          Thomas Henry; David Drewes; Krystyna Blakeslee

          Testimonials

          ‘Tremendous subject matter expertise for complex transactions; always available; relentless work ethic – “24/7” mentality; individuals within the firm are always very pleasant and easy to work with from a client perspective – no outsized egos.’

           

          Key clients

          Access Industries Inc.

          Aspen Skiing Company

          Brookfield

          Capital Senior Living Corporation

          Centerbridge Partners

          Choice Hotels International

          CIM Real Estate Credit

          Colony Capital

          Column Financial, Inc. (Credit Suisse)

          The Davis Companies

          DiamondRock Hospitality, Inc.

          Faropoint

          Goldman Sachs

          Harbor Group International (HGI)

          Harel Insurance Investments and Financial Services Ltd.

          HIG Realty Partners

          Hudson’s Bay Company

          IO Data Centers LLC

          Jiaming Investment (Group) Co., Ltd.

          JP Morgan

          Mack Real Estate Credit Strategies

          Meadow Partners

          Mesa West

          Metropolitan Life Insurance Company

          MSD Capital

          Natixis

          Paramount Group, Inc.

          Sumitomo Mitsui Banking Corporation Group (SMBC)

          Washington Prime Group, Inc.

          Work highlights

          • Advised Brookfield Asset Management in its strategic partnership with King Street Properties, including an investment of approximately $1.5bn in equity capital towards King Street’s life science real estate pipeline.
          • Represented Harbor Group International, in connection with the $1.85bn billion purchase and related mortgage financing of a 36 multifamily property portfolio from Aragon Holdings.
          • Advised a Brookfield-sponsored private real estate fund in the closing of the acquisition of 34 senior living communities from HealthPeak Properties for $750m.

          Antitrust > Merger control Tier 4

          Willkie Farr & Gallagher LLP is expanding its antitrust offering in line with the firm’s expansion, with recently-opened offices in Chicago and Los Angeles alongside a broadly developing practice on the West Coast. The firm is now providing antitrust counsel to major tech clients such as Samsung, as well as continuing to provide strategic merger advice to its broad range of private equity and corporate clients. Notable clearances secured in 2021 include Time Manufacturing’s acquisition of the Ruthmann Group, a multi-jurisdictional merger that saw practice head William Rooney, a highly experienced advisor and successful litigator on antitrust issues, working with the firm’s London and Frankfurt offices. This cross-border expertise is another key selling point for the firm, combined with its increased geographical spread across the United States. Wesley Powell also plays a key role in merger reviews and regulatory investigations, as well as handling merger-related litigation, while practice co-head Jeffrey Korn handles merger clearances before US and European enforcement agencies. Counsel Agathe Richard also plays a key role in cross-border merger review work, assisting Rooney in Arkema’s successful clearance of its $1.36bn divestment of its PMMA business to Trinseo. All lawyers mentioned are in New York.

          Practice head(s):

          William Rooney; Jeffrey Korn

          Other key lawyers:

          Wesley Powell; Agathe Richard

          Testimonials

          ‘Bill Rooney is an experienced attorney with a detailed understanding of the ins and outs of the field.’

          Key clients

          AdaptHealth

          Akorn, Inc.

          Apax Partners and other equity holders

          Appriss Insights

          Arkema

          FFL Partners and its portfolio companies

          Frontline Road Safety

          Genesis Park Acquisition Corp.

          Highline Aftermarket

          PAI Partners

          Polychem/Greenbridge

          Scientific Games Corporation

          Teva Pharmaceutical Industries Ltd.

          Thycotic, a portfolio company of Insight Partners

          Time Manufacturing

          Versant Health

          Zurich Insurance Group and subsidiary Farmers Group, Inc.

          Work highlights

          • Advised Time Manufacturing, a portfolio company of the Sterling Group, on all antitrust aspects related to the acquisition of the Ruthmann Group.
          • Represented Arkema in the proposed divestment of its polymethyl methacrylate business to Trinseo.
          • Representing Teva in an appeal pending before the General Court arising out of a prohibition decision by the European Commission in connection with a settlement of a patent infringement action between Teva and Cephalon regarding the pharmaceutical, modafinil case.

          Dispute resolution > International trade Tier 4

          At Willkie Farr & Gallagher LLP, ‘lawyers from multiple countries habitually work together as a team‘ making it a ‘truly integrated national firm‘ in the eyes of one client. The US team specializes in trade controls, anti-money laundering and CFIUS matters, where it is consistently appointed by multinational financial institutions and corporations to assist with both compliance and enforcement matters. Washington DC office managing partner David Mortlock chairs the global trade and investment practice and ‘makes complex and technical concepts readily accessible‘; he is particularly well known for his work on economic sanctions and export controls. New department vice-chair Britt Mosman recently joined in Washington DC from the Treasury, where she served as an attorney advisor providing counsel on economic sanctions and national security issues.

          Practice head(s):

          Other key lawyers:

          Testimonials

          ‘This is a truly integrated international firm. We deal with a lot of lawyers, including on international matters. What makes Willkie Farr & Gallagher LLP stand out, is that lawyers from multiple countries habitually work together as a team, so provide a fully joined-up service, drawing on expertise from all those involved.’

          ‘In-depth knowledge of the law and highly skilled at providing the practical reality of it. Extensive connectivity at industry forums and networks underpins cutting-edge thought leadership.’

          The team knows the right agency and the right office to contact. They combine this with solid litigation advice and knowledge of the U.S. laws concerning international matters.’

          ‘The team’s knowledge of OFAC and sanctions compliance is exceptional.’

          ‘The team is responsive and provides value for money. I never have to wait for a response.’

          ‘David Mortlock is exceptionally good at putting your mind at ease. He makes complex and technical concepts readily accessible and is clearly completely on top of his field of expertise. He is everything you could want in a technical legal advisor.’

          ‘David Mortlock and William Stellmach are knowledgeable and know how to engage the relevant agencies in Washington. Both are responsive and accessible, handling important matters themselves rather than delegating to others.’

          David Mortlock provides clear, thoughtful insight on matters, which comes with the practical guidance around implementation or implications. Explains concepts clearly and offers solutions to potential problems with ease. Carefully describes various options and the most likely outcome.

          Key clients

          LafargeHolcim Ltd.

          Orange SA

          Major international energy services company

          International software developer

          Work highlights

          • Represented LafargeHolcim in settling on favorable terms a $810m claim arising under US sanctions of Cuba.
          • Successfully obtained an agreement to remove Orange SA from Illinois’ prohibited investment list, after the client was wrongfully added to the state’s prohibited investment list for allegedly boycotting Israel.
          • Successfully represented a major international energy services company before the US Department of State (DOS) in connection with the DOS’ implementation of the Protecting Europe’s Energy Security Clarification Act.

          Finance > Capital markets: high-yield debt offerings Tier 4

          Willkie Farr & Gallagher LLP has a prolific high-yield debt practice, frequent offerings linked to buyouts and M&A transactions. The firm is also noted for offerings by insurance companies and healthcare businesses. New York partner Cristopher Greer is co-chair of the capital markets group and has an extensive record in high-yield debt driven financings of buyouts by private equity houses such as Platinum Equity.

          Other key lawyers:

          Christopher Greer

          Work highlights

            Industry focus > Energy: renewable/alternative power Tier 4

            A varied client roster, comprising utilities, independent power producers , investors, sponsors, developers, lenders and owners, turns to Willkie Farr & Gallagher LLP for assistance with an array of transactional, commercial and compliance matters involving power and renewable energy generation assets. Bringing together cross-practice expertise, the group has extensive experience working on the debt and equity financing of renewable power projects, including solar, wind, hydroelectric, biomass technology and energy storage. Recent engagements also include renewable energy M&A, commodity transactions, climate change-related structures, hedging instruments and compliance advice. The team is jointly led by Norman C. Bay, who also oversees energy regulatory and enforcement mandates, and Athena Eastwood  in Washington DC, with both taking the lead in commodities matters. Corporate and financial services partner Jorge Kamine, who splits his time between DC and New York, ‘is a subject matter expert in renewable/alternative power with a special expertise in large, complicated deal structures‘.

            Practice head(s):

            Norman C. Bay; Athena Eastwood

            Other key lawyers:

            Archie Fallon; Jay Hughes; Jorge Kamine

            Testimonials

            ‘Jorge Kamine is a subject matter expert in renewable/alternative power with a special expertise in large, complicated deal structures and stressed situations. He has excellent client management skills and can clearly communicate issues, topics and terms to accelerate a deal process.’

            ‘Service, professionalism, accessibility, client first orientation, proactiveness.’

            Key clients

            Bloom Energy

            Caliche Development Partners

            Catalyze Holdings, LLC

            Citigroup Energy, Inc.

            EDF Renewables

            Futures Industry Association Inc. (FIA)

            Haddington Ventures

            Lightsource

            LS Power Group

            Newlight Partners LP

            NextEra Energy Marketing

            Panamint Capital

            PJM Interconnection LLC and PJM Settlement LLC

            Resource Environmental Solutions

            SunEnergy1

            Supergas Energy

            Tonopah Solar Energy, LLC

            Vitol Inc.

            WIRES

            Industry focus > Environment: transactional Tier 4

            Offering comprehensive environmental, health and safety support, Willkie Farr & Gallagher LLP concentrates on the environmental aspects of M&A and private equity transactions, project finance, real estate developments and other ventures. The firm also provides clients with multi-disciplinary advice on their ESG strategies, covering sustainability, environmental financial instruments, regulatory development, and disclosure practices. William Thomas , who is based in Washington DC, oversees the practice. He is counsel of choice for numerous companies, financiers and developers on environmental matters pertaining to transactions and projects.

            Practice head(s):

            William Thomas

            Key clients

            Genesis Park Acquisition Corp.

            Holley

            Enstor Gas, LLC

            Zenith Energy

            New Mountain Capital (and Sparta Systems)

            Precinmac Precision Machining

            Miami International Holdings (and MIAX Exchange Group)

            Arkema

            Caliche Development Partners

            Zurich (and Farmers Group, Inc.)

            Griffin Dewatering

            Atlas Holdings

            Highline Aftermarket Investments, LLC

            Compass Partners Capital, LLC

            Frontline Road Safety Acquisition

            The Sterling Group

            New Mountain Capital (and DRB Systems, LLC)

            Rod and Tubing Services

            Cérélia Group Holdings SAS

            R/C Energy IV Direct Partnership, L.P. and R/C IV Liberty Holdings, L.P.

            Franchise Group

            Samson Resources II, LLC

            PAI Partners

            Investment fund formation and management > Alternative/hedge funds Tier 4

            Willkie Farr & Gallagher LLP is regarded as a go-to advisor for complex, innovative or bet-the-firm transactional matters within the hedge fund space; clients ranging from the world’s most sophisticated hedge fund managers to recognized global banks and large family offices instruct the group to advise on the entire spectrum of investment fund products and asset classes. The group’s ability to leverage its fund formation, tax and insurance capabilities ensures that it continues to stand out particularly as a leading reinsurance and insurance-linked securities fund formation practice. The key senior practitioners, all of whom are based in New York, are Margery Neale, Joseph Cunningham, Rita Molesworth and Mark Vandehaar.

            Practice head(s):

            Margery Neale; Joseph Cunningham; Rita Molesworth; Mark Vandehaar

            Other key lawyers:

            Barry Barbash; Lior Ohayon

            Work highlights

              M&A/corporate and commercial > M&A: large deals ($1bn+) Tier 4

              Willkie Farr & Gallagher LLP handles a range of deals across a wealth of different sectors, catering to major players in the financial services, healthcare, manufacturing, insurance, real estate and technology industries, among others. The team is well-suited to support on the full spectrum of transaction types, including more specialized deals such as LBOS, SPACs, de-SPACs and minority investments. The ‘extremely talentedDavid Boston has been particularly active in terms of asset management-related M&A of late and co-heads the practice alongside Steven Seidman, a specialist in both transactional and corporate governance affairs; the pair are based in New York alongside Laura Delanoy, an expert in both public and private M&A.

              Practice head(s):

              David Boston; Steven Seidman

              Other key lawyers:

              Thomas Cerabino; Gregory Astrachan; Adam Turteltaub; Laura Delano; Rosalind Kruse; Russell Leaf; Michael Brandt

              Testimonials

              ‘David Boston and his team are extremely talented. They are very good lawyers. Technically sound, but also very business oriented and know how to get things done. I trust them representing me and my company’s interests.’

              ‘It’s really their judgement, their business mentality, and their approach that differentiates them. It’s also an a trust that they’ve built up over our working relationship.’

               

              Key clients

              AdaptHealth Corp. (NASDAQ: AHCO)

              Akorn Operating Company LLC

              Allied World Assurance Company Holdings, Ltd

              Atlas Holdings

              Blockcap

              BofA Securities

              Capital Senior Living Corporation (NYSE: CSU)

              CURO Group Holdings Corp. (NYSE: CURO)

              E2open (NYSE: ETWO)

              Franchise Group, Inc. (NASDAQ: FRG)

              Franklin Templeton Investments

              Galaxy Universal LLC

              Homeowners of America

              Insight Partners

              Morgan Stanley & Co. LLC

              NXMH BV

              Sphera and Genstar Capital

              Stone Point Capital LLC

              Take-Two Interactive Software, Inc. (NASDAQ: TTWO)

              Tenet Healthcare Corporation (NYSE: THC) and its subsidiary United Surgical Partners International

              The Allstate Corporation

              Truist Insurance Holdings

              Versant Health

              Victory Capital Holdings, Inc. (NASDAQ: VCTR)

              Zurich Insurance Group and its subsidiary Farmers Group, Inc.

              Work highlights

              • Represented Atlas Holdings in its planned acquisition of R.R. Donnelley for $2.1bn.
              • Represented Franklin Templeton in its $1.75bn acquisition of Lexington Partners, a manager of secondary private equity and co-investment funds.
              • Represented Capital Senior Living, a leading owner-operator of senior living communities across the United States, in its $154.8m financing transactions with Conversant Capital, successfully ending a proxy contest commenced by Ortelius Advisors.

              Tax > US taxes: non-contentious Tier 4

              Willkie Farr & Gallagher LLP works collaboratively with the firm’s corporate, financial, and real estate groups on a host of transactional tax structuring mandates. Practice head Christopher Peters  advises clients on capital markets transactions and private equity fund related matters, while Henry Cohn centers his practice on the tax treatment of partnerships, REITs, and US insurance companies. Arthur Lynch is well regarded by clients for his ‘astute‘ approach to insurance and capital markets taxation. In Washington DC, Roger Wise specializes in the structuring of mutual and hedge funds. Vadim Mahmoudov, an M&A tax and US debt restructuring specialist with significant experience in private equity and insurance, joined the New York office from PwC Legal in August 2021. Hillel Jacobson has left the practice. All named lawyers are based in New York unless stated otherwise.

              Practice head(s):

              Christopher Peters

              Other key lawyers:

              Henry Cohn; Arthur Lynch; Roger Wise; Vadim Mahmoudov

              Testimonials

              ‘The Willkie Farr tax team has deep relationships with key players in the IRS. They know where to go, and whom to talk with, to get prompt and efficient answers and guidance.’

              ‘Arthur Lynch is not only substantively astute, he is proactive and keeps his clients “top of mind” as jurisprudence develops, always keeping you well informed.’

              Key clients

              Appriss Inc.

              Sixth Street

              Insight Partners

              E2open

              AdaptHealth

              Institutional Shareholder Services (ISS)

              Genstar

              PAI Partners

              NL1 AcquireCo Inc.,

              Franchise Group

              BrightSpire Capital, Inc.

              Sphera

              Truist Insurance Holdings, Inc.

              Fenergo

              Ascensus

              Industry focus > Sport

              Real estate > Real estate finance

              Media, technology and telecoms > Media and entertainment: litigation

              Alex Weingarten chairs the national entertainment litigation practice at Willkie Farr & Gallagher LLP in Los Angeles.

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

              Based in Washington, DC, Willkie Farr & Gallagher LLP's cybersecurity and privacy team collaborates closely across offices and geographies to provide regulatory and legislative policy and compliance advice, crisis management and incident response, litigation and transaction support, including data transfers.

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

              The executive compensation and employee benefits team at Willkie Farr & Gallagher LLP bolstered its offering with the arrivals of Washington DC-based Alexander Ryan from Groom Law Group, Chartered, who advises on ERISA Title 1 matters, and counsel Sarah Haddy from Jenner & Block LLP, who operates from the firm’s Chicago office and designs qualified and non-qualified retirement plans.

              Willkie is an elite international law firm that delivers superior client service across a broad spectrum of practice areas. In addition to the primary areas of corporate/M&A; private equity; business reorganisation and restructuring; complex litigation; compliance, investigations and enforcement; antitrust and competition; asset management; and insurance, the firm’s approximately 1,000 attorneys collaborate to provide multidisciplinary advice across the areas of arbitration; capital markets; communications and media; corporate governance; crisis management; cybersecurity and privacy; digital works; employment; energy; entertainment; environment, health and safety; environmental, social and governance (ESG); ERISA litigation; executive compensation and employee benefits; finance; financial institutions/regulatory; global trade and investment; intellectual property; issues/appeals; private clients; real estate; securities litigation and enforcement; special committee; structured finance and derivatives; tax; technology transactions; white-collar defense; and a wide range of industries.

              Willkie brings together multidisciplinary capabilities to deliver comprehensive advice in an integrated manner, leveraging the firm’s resources to create value for clients.

              Main Areas of Practice:

              Corporate/M&A:

              Working in close cooperation across offices in the US and Europe, Willkie attorneys provide advice on significant domestic M&A matters as well as complex cross-border transactions. The team represents buyers, sellers, special committees of boards, debt and equity investors and financial advisors in matters ranging from contested takeovers and management buyouts to strategic alliances, leveraged recaps and acquisitions from reorganisation proceedings. Advising both public and private companies in a broad range of industries, the team finds solutions to meet client objectives and helps clients early on in the process to identify and assess risks in a transaction. The group also regularly advises clients on relevant regulatory and judicial developments in areas such as antitrust, tax, ERISA, corporate governance and securities laws as they affect the M&A environment.

              Contact: David K Boston Tel: +1 212 728 8625

              Email: dboston@willkie.com

              Contact: Steven A Seidman Tel: +1 212 728 8763

              Email: sseidman@willkie.com

              Private Equity:

              Willkie represents more than 300 US and international private equity sponsors as well as portfolio companies, management teams, issuers, debt providers and financial advisors. Willkie’s 360° private equity platform provides ‘lifecycle’ legal counsel: from fund formations, acquisitions and joint ventures, to debt financings, IPOs, follow-on offerings, SPACs, PIPEs, and ultimate exits. Willkie is committed to building strong relationships with clients, with many retaining the firm’s services beyond the first engagement and through their growth cycle. Willkie is one of the few major law firms to offer deep transactional, fund formation and regulatory compliance experience, combined with sector-specific knowledge and a commercial approach.

              Contact: Jeffrey R Poss Tel: +1 212 728 8536

              Email: jposs@willkie.com

              Contact: Neil W Townsend Tel: +1 212 728 8272

              Email: ntownsend@willkie.com

              Business Reorganisation & Restructuring:

              Willkie’s business reorganisation and restructuring department is an international practice with experience in all aspects of business and financial restructurings and insolvency matters. Integrated US and European restructuring professionals offer the hands-on, results-driven experience that today’s distressed situations demand. Our professionals are held in high regard for their responsiveness and proven experience in complex multilateral cross-border restructurings (both in and out of court). Willkie represents a broad spectrum of clients in the US, UK, France, Germany and other key European jurisdictions.

              Contact: Matthew A Feldman Tel: +1 212 728 8651

              Email: mfeldman@willkie.com

              Contact: Rachel C Strickland Tel: +1 212 728 8544

              Email: rstrickland@willkie.com

              Complex Litigation:

              Willkie litigators have won several precedent-setting victories across a wide spectrum of legal issues in courts around the US and abroad involving all substantive areas, including securities, M&A litigation, contract, patent, antitrust, trade secrets, ERISA, False Claims Act, employment, RICO, accounting, media and first amendment, and malpractice, among others. Willkie’s litigators are known for their creativity and practical approach in handling complex matters, tactical acumen, team focus, and for their deep appreciation of clients’ business needs. Willkie’s is a sophisticated and diverse national and international practice representing major corporations, financial services companies, accounting firms, insurance and reinsurance companies and brokers, and individuals such as corporate officers and directors and accountants, in complex commercial and class-action litigation.

              Contact: Tariq Mundiya Tel: +1 212 728 8565

              Email: tmundiya@willkie.com

              Compliance, Investigations & Enforcement:

              Willkie’s diverse international practice is synonymous with high-profile investigations, complex enforcement actions and high-stakes white collar cases. Our highly experienced team works on many of the largest and closely watched matters across the US, UK and Continental Europe. We represent market-leading companies, institutions and their executives across a wide range of business areas and industries in all aspects of compliance, investigations and enforcement.

              Contact: Martin J Weinstein Tel: +1 202 303 1122

              Email: mweinstein@willkie.com

              Contact: Peter Burrell Tel: +44 20 3580 4702

              Email: pburrell@willkie.com

              Asset Management:

              The firm is recognised as preeminent in the asset management space and advises a wide array of clients in the asset management industry, including privately owned sponsors and investment managers, publicly traded asset management firms, broker dealers, insurance companies and banks. The team regularly advises on fund formations, investments, restructurings, financings, merger and acquisition transactions, and compliance and regulation. With deep insight into the legal needs of sponsors of public and private funds alike, the team brings a practical, efficient approach to analysing issues and solving problems. The team has extensive regulatory experience and includes a former Director of the SEC’s Division of Investment Management as well as other former senior SEC staff members.

              Contact: Margery K Neale Tel: +1 212 728 8297

              Email: mneale@willkie.com

              Contact: Lior J Ohayon Tel: +1 212 728 8278

              Email: lohayon@willkie.com

              Antitrust & Competition:

              Willkie has a long-standing history of handling high-profile antitrust litigation, mergers and investigations. The team has represented a global client base in national and international merger filings, US and European investigations of all forms of anticompetitive activity, class action and private litigation, and business ventures in multiple jurisdictions. The team includes partners and associates in the US, UK and EU and is known for its collaboration and seamless cross-border work on behalf of clients with international and national needs across a wide spectrum of industries.

              Contact: Jeffrey B Korn Tel: +1 212 728 8842

              Email: jkorn@willkie.com

              Contact: William H Rooney Tel: +1 212 728 8259

              Email: wrooney@willkie.com

              Willkie offices: Brussels, Chicago, Frankfurt, Houston, London, Los Angeles, Milan, New York, Palo Alto, Paris, Rome, San Francisco, Washington

              Chairmen: Thomas M Cerabino; Matthew A Feldman

              * Studio Legale Delfino e Associati, operating in Italy, is affiliated with Willkie Farr & Gallagher LLP.

              PhotoNamePositionProfile
              Amanda Amert photo Amanda AmertPlease see https://www.willkie.com/professionals/a/amert-amanda
              Michael Babbitt photo Michael Babbitt
              Matt Basil photo Matt BasilPlease see https://www.willkie.com/professionals/b/basil-matt
              Anne Brynn photo Anne BrynnPlease see https://www.willkie.com/professionals/b/brynn-anne
              Michael Graham photo Michael Grahamhttps://www.willkie.com/professionals/g/graham-michael
              Barbara Grayson photo Barbara GraysonPlease see https://www.willkie.com/professionals/g/grayson-barbara
              Sara Tonnies Horton photo Sara Tonnies HortonPlease see https://www.willkie.com/professionals/h/horton-sara-tonnies
              Brienne Letourneau photo Brienne LetourneauPlease see https://www.willkie.com/professionals/l/letourneau-brienne
              Craig Martin photo Craig MartinPlease see https://www.willkie.com/professionals/m/martin-craig
              George Pain photo George PainPlease see https://www.willkie.com/professionals/p/pain-george
              LaRue Robinson photo LaRue RobinsonPlease see https://www.willkie.com/professionals/r/robinson-larue
              Matthew Thomas photo Matthew ThomasPlease see https://www.willkie.com/professionals/t/thomas-matthew
              Total number of lawyers : Approx. 1000
              English
              Dutch
              French
              German
              Italian
              Spanish