Morgan, Lewis & Bockius LLP fields a large, globally integrated private funds platform advising sponsors and institutional investors across the full lifecycle of private equity vehicles, from structuring and fundraising through to governance and ongoing regulatory compliance. Practice leadership sits with Jedd Wider in New York, Stephen Tirrell in Boston, and Courtney Nowell in Washington, D.C., supported by deep bench strength and close collaboration with the firm’s specialist tax, ERISA and regulatory teams. For sponsors, the team handles commingled funds, managed accounts, funds of one, and bespoke platforms, as well as liquidity solutions such as continuation transactions and tender processes. Further names of note include New York's Leonora Shalet, San Francisco's Jarrod Huffman, Boston's Daniel Losk, and Washington DC's Gregg Buksbaum.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- ‘The partners train their associates well. We have worked with several and they all quickly adapted to follow the process we have used. It is relatively seamless regardless of which partner or associate is on the deal. This is a reflection of the firm's ability to listen and adhere to client demands.’
- ‘Chris Dlutowski & Courtney Nowell are practical, commercial lawyers who understand how to balance the legal risk with the commercial benefit. I am consistently impressed by their ability to flag issues, but also explain the issues and help articulate the practical risks they pose.’
- ‘The Morgan Lewis investment funds team combines deep private equity and venture capital expertise with a highly pragmatic, commercially focused approach. Partners are closely involved and supported by a strong, well-integrated team, ensuring efficient execution and responsiveness.'
- ‘Christopher Dlutowski and William Cusack stand out for their in-depth expertise in private equity and investment funds, combined with exceptional availability and client focus. Both provide clear, commercially grounded advice and are closely involved throughout matters, giving a high level of confidence on complex issues.'
- 'They have one of the largest secondary practices globally, represent many of the world’s largest private equity, secondary funds and PE asset management firms in the world. Their command of private equity fund trends and complex issues puts them at the very top of major private equity fund law practices globally.'
- ‘The major star of the PE fund practice is Jedd Wider, the leader of that practice. He represents many of the world’s largest PE fund sponsors, institutional investors and represents many of the largest multi-billion dollar plus dedicated secondary funds in the world.'
Work highlights
Represents the New York State Common Retirement Fund, which is the third largest in the United States, and New York City (NYC) pension plans, which are the fourth largest in the United States, on their investments.
Represented the Teacher Retirement System of Texas, the sixth-largest public pension plan in the United States, in several matters, including matters pertaining to a strategic partnership relationship that TRS entered into with a fund sponsor.
Practice head
Jedd Wider; Stephen Tirrell; Courtney Nowell
Other key lawyers
Leonora Shalet; Jarrod Huffman; Gregg Buksbaum; Chris Dlutowski; Todd Hentges; Daniel Losk; Gerald Kehoe, Raechel Keay Anglin, Tom Mellor, Doug Schwarz; Todd Hentges; William Cusack