Cadwalader, Wickersham & Taft LLP handles pension plan investments, structuring innovative investment vehicles, and regulatory ERISA matters. The firm represents financial services firms, hedge funds, private equity sponsors, and corporate boards, advising on compliance and transactional issues. James Frazier specialises in ERISA fiduciary standards and prohibited transaction provisions, representing clients in complex regulatory matters and before the Department of Labor. Andrew O’Brien focuses on M&A, leveraged buyouts, and executive compensation, advising public and private companies, management teams, and senior executives on employment and separation agreements, incentive compensation structures, and non-qualified retirement programs. All lawyers mentioned are in New York.
Legal 500 Editorial commentary
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Testimonials
Collated independently by Legal 500 research team.
‘James Frazier is an expert in his field and very knowledgeable and responsive and has strong colleagues he can turn to for additional expertise and assistance.’
Key clients
- BlackRock
- Bank of America
- JPMorgan
- Morgan Stanley
- TSD Rental
- UBS
Work highlights
- Advising multiple financial services firms and an important financial services firm trade association regarding issues associated with the U.S. Department of Labor’s (DOL) proposed amendments to Prohibited Transaction Class Exemption 84-14 (the so-called “QPAM Exemption”).
- Represented Bank of America in connection with the closing of its purchase of approximately $2.8 billion in multifamily loans from Washington Federal.
- Represented various lenders on a series of financing transactions involving Hartree Partners, LP, Sprague Operating Resources LLC and various subsidiaries and affiliates.
Lawyers
Practice head
James Frazier; Andrew O’Brien