Lexis Practice Advisor® - Bankruptcy

Contributing Authors & Firms

Our contributing authors are leading practictioners in their respective transactional practice area.

 
Marc AbramsWillkie Farr & Gallagher LLP

Marc Abrams

Firm: Willkie Farr & Gallagher LLP

Marc Abrams is a partner at Willkie Farr & Gallagher LLP, New York, and is co-chair of the Business Reorganization and Restructuring department. Chambers USA (2012) and Chambers Global (2011) rank him among the leading individuals specializing in bankruptcy/restructuring law in the United States. He has been instrumental on behalf of debtors, acquirers, bondholders and DIP lenders in some of the largest bankruptcy cases in recent history. Mr. Abrams has chaired the Committee on Bankruptcy and Corporate Reorganization of the Association of the Bar of the City of New York.

Marc is a Fellow of the American College of Bankruptcy as well as serving on its board of regents, and a member of the International Insolvency Institute. Named among a selected few as “2009 Dealmaker of the Year” by The American Lawyer for his work in the Delphi Corporation restructuring, he also was named among the 500 Leading Lawyers in America in the fifth annual Lawdragon 500 guide. He received the 2011 Professor Lawrence P. King Award in recognition of his achievements in the field of bankruptcy law as well as his leadership in philanthropy. In addition, Marc serves as a contributing editor for Colliers on Bankruptcy.

He was among the honorees at the 2012 IFLR Americas Awards recognized in the category of “Restructuring Deal of the Year” for his lead role in the cross-border (Canada / U.S.) restructuring of Angiotech Pharmaceuticals, Inc. Marc’s international experience includes issues and matters involving the insolvency laws of Argentina, Australia, Brazil, Bermuda, Canada, France, Germany, Italy, Mexico, Russia, Spain, Switzerland, The Netherlands, and the UK, among other nations.

Education
  • Widener University School of Law, JD
  • Villanova University, BA
Experience
  • Wilkie Farr & Gallagher LLP, partner
Accreditations
  • Licensed to practice before the U.S. Court of Appeals, 2nd Circuit; U.S. Court of Appeals, 3rd Circuit; U.S. District Court, District of Delaware; U.S. District Court, Eastern District of New York; and U.S. District Court, Southern District of New York
Associations
  • Delaware Bar Association, member
  • New York Bar Association, member
  • Pennsylvania Bar Association, member
 
Matthew S. BarrMilbank, Tweed, Hadley & McCloy LLP

Matthew S. Barr

Firm: Milbank, Tweed, Hadley & McCloy LLP
Matthew Barr, a partner in Milbank, Tweed, Hadley & McCloy’s New York office since 2004, is a member of the firm’s Financial Restructuring group.

Matthew has extensive experience in representing debtors and creditors in Chapter 11 reorganization cases and out-of-court restructurings in the U.S. and internationally. His practice includes representing acquirers and sellers of assets of Chapter 11 debtors and financially distressed companies; representing hedge funds and other financial institutions acquiring controlling positions in financially distressed companies, both in and out of court; and negotiating debtor-in-possession financing and exiting financing facilities.

With a wide range of engagements, including retail, telecommunication, chemical, pharmaceutical, textile, energy, automotive, apparel, manufacturing, pharmaceutical, project finance and shipping, Matthew has played a leadership role in these matters, frequently as counsel to the company or official and unofficial committees and large debt or equity holders. He draws upon his broad experience to develop and advise clients on practical solutions and build the consensus required to implement these solutions.

Matthew was recognized in 2007 as one of the Outstanding Young Restructuring Lawyers by Turnarounds & Workouts, is currently listed in Chambers USA, Lawdragon, Legal 500, and Guide to World's Leading Insolvency and Restructuring Lawyers (Legal Media Group), and has co-authored a chapter in the “Contested Valuation in Corporate Bankruptcy: A Collier Monograph,” LexisNexis (2011), a treatise on valuation topics in bankruptcy disputes.

Education
  • New York Law School, J.D.
  • Boston University, B.A.
Experience
  • Milbank, Tweed, Hadley & McCloy
Accreditations
  • Licensed to practice in New Jersey, New York and before the U.S. District Court for the Eastern & Southern District of New York and U.S. Court of Appeals for the Second Circuit
 
Scott B. DavisGrant Thornton LLP

Scott B. Davis

Firm: Grant Thornton LLP

Scott Davis, a partner at Grant Thornton LLP, Charlotte, North Carolina, is with the Corporate Advisory & Restructuring Services group. He has over 30 years of consulting experience in assisting underperforming businesses and in the areas of strategic change, restructuring, litigation and forensics. His consulting experience includes turnaround, workout and restructuring, strategic positioning and alignment, mergers and acquisitions and performance improvement. Scott’s operational and consulting experience includes interim management, developing and implementing strategic business plans, establishing budgeting and forecasting tools, improving cash management and liquidity, financing negotiations, revenue enhancement, cost reduction, identifying and disposing non-core business segments, and negotiating acquisitions and dispositions.

Scott recently served as the Director of Operations and Dispositions on the interim management team at Saint Vincent Catholic Medical Centers, a major New York-based healthcare system that, on April 14, 2012, filed for protection under Chapter 11 of the United States Bankruptcy Code. He currently is handling the planned affiliation of a significant, distressed hospital system with the largest health insurance company in Pennsylvania as a major component of its development of an integrated delivery network in southwestern Pennsylvania. He has also provided forensic and litigation assistance and has served as an expert on a wide variety of matters.

In addition, Scott has spoken on a broad range of topics, including healthcare restructuring, improving business performance, expert witness testimony, financial reporting, and the effect of the economy on various industries, at conferences sponsored by the Healthcare Management Financial Association, Association of Insolvency and Restructuring Advisors, the American Bar Association, the American Bankruptcy Institute, and the American Transportation Association. He has also published a variety of articles focusing on the effects of financial stress on healthcare providers, distressed healthcare restructuring, and avoidance actions.

Education
  • University of North Carolina at Chapel Hill, BS and Morehead Scholar
Experience
  • Grant Thornton LLP
  • Mesirow Financial Consulting
  • KPMG
  • PricewaterhouseCoopers LLP
Accreditations
  • Certified Insolvency and Restructuring Advisor
  • Certified Public Accountant, Connecticut and North Carolina
Associations
  • American Bankruptcy Institute (ABI) and ABI Healthcare Committee
  • American Institute of Certified Public Accountants
  • Association of Insolvency and Restructuring Advisors
  • Turnaround Management Association
 
Melissa M. DimitriGrant Thornton LLP

Melissa M. Dimitri

Firm: Grant Thornton LLP

Melissa Dimitri is a senior manager in the Corporate Advisory & Restructuring Services group at Grant Thornton LLP, Chicago. For more than ten years she has provided financial advisory and management consulting services to companies and their stakeholders, lenders, debtors, unsecured creditors’ committees, and other constituencies. Her extensive experience has addressed a broad range of issues relating to liquidity and working capital management; strategic and operational analysis and/or restructuring; financial forecasting and evaluation; contingency planning and crisis management; corporate accounting and valuation; and due diligence and other considerations in connection with mergers, acquisitions, refinancings, and sale transactions, among many others.

In addition, Melissa’s industry experience includes health care (CCRCs and senior living), manufacturing, aviation, steel, commercial real estate, retail, and high technology. Her clients have included UAL Corporation, Mesaba Airlines, Bethlehem Steel, Budget Group, Enesco, Rubicon U.S. REIT, and Enron.

Melissa’s credentials and professional activities are, respectively, Certified Insolvency & Restructuring Advisor (CIRA) and Certification for Distressed Business Valuation (CDBV) parts I & II certified; member of Association of Insolvency & Restructuring Advisors (AIRA); steering committee member of the Turnaround Management Association (TMA); and member of the International Women’s Insolvency & Restructuring Confederation (IWIRC).

Education
  • University of Illinois Champaign-Urbana, BS, high honors
Experience
  • Grant Thornton LLP, senior manager
  • Badon Hill, LLC
  • Mesirow Financial
  • KPMG
  • Arthur Andersen
Accreditations
  • Certified Insolvency & Restructuring Advisor (CIRA)
  • Certification for Distressed Business Valuation (CDBV) parts I & II certified
Associations
  • Association of Insolvency & Restructuring Advisors, member
  • Turnaround Management Association, steering committee member
  • International Women’s Insolvency & Restructuring Confederation, member
 
Daniel G. EganDLA Piper

Daniel G. Egan

Firm: DLA Piper

Daniel G. Egan, an associate at DLA Piper, has experience with in-court and out-of-court restructurings of financially distressed companies and has assisted in the representation of corporate debtors, secured and unsecured creditors, debtor-in-possession lenders, trustees, bond insurers and other interested parties in various restructurings.

He also has experience with in-court and out-of-court restructurings of financially distressed municipalities, including those under Chapter 9 of the Bankruptcy Code.

Education
  • St. John’s University School of Law, J.D.
  • Ithaca College, B.S.
Experience
  • DLA Piper
  • King & Spalding LLP
Associations
  • American Bankruptcy Institute
  • American Bar Association
 
Garry M. GraberHodgson Russ LLP

Garry M. Graber

Firm: Hodgson Russ LLP

Garry M. Graber, a partner at Hodgson Russ LLP in their New York and Buffalo offices, has more than 30 years of experience in corporate and financial restructuring, creditors' rights, financial services, commercial and corporate litigation and general business law. He represents troubled business entities, their secured and unsecured creditors and their shareholders and principals inside and outside of bankruptcy, as well as creditors' committees, equity committees, trustees, examiners and purchasers in bankruptcy and insolvency proceedings across the United States and in cross-border matters, primarily with Canada. Garry has also handled complex loan workout transactions, lender liability, director and officer liability, bank fraud, UCC and mortgage foreclosures and other litigation.

Garry or one of his colleagues plays a major role in virtually every large Chapter 11 case filed in upstate New York and many filed in the Southern District of New York and Delaware. He has played substantial roles in numerous regional and national cases, including In re Victor Insulators, In re General Motors, In re Daimler Chrysler, In re Lehman Brothers, In re Proliance International, In re Circuit City Stores, In re Fiddlers Green Manor Nursing Home, In re TXP, In re Studio Arena Theatre, In re Holiday Harbor and many other cases.

Garry has lectured extensively on U.S. and cross-border bankruptcy and commercial law topics at numerous state and local bar association programs, Turnaround Management Association and American Bankruptcy Institute programs, law school programs, private seminars and client-training programs. He has also authored several publications, is the recipient of numerous awards and honors and is actively involved with a number of professional associations.

Education
  • University of Buffalo Law School, State University of New York, J.D.
  • University of Buffalo, State University of New York, B.A., magna cum laude
Experience
  • Hodgson Russ LLP
  • University of Buffalo Law School, adjunct professor, Chapter 11 Bankruptcy
Accreditations
  • Licensed to practice in New York and Florida, all U.S. District and Bankruptcy Courts in all New York districts, and U.S. District and Bankruptcy Courts in the Southern District of Florida
Associations
  • Member, Board of Governors of District of Columbia Bar
  • Member, Securities Regulation and Mergers & Acquisitions Committees, ABA
  • Bar Association of Erie County
  • New York State Bar Association
  • The Florida Bar
  • Canadian Bar Association
  • Ontario Bar Association
  • American Bankruptcy Institute
  • Turnaround Management Association
 
Ira HermanThompson & Knight LLP

Ira Herman

Firm: Thompson & Knight LLP
Ira Herman is a Partner in Thompson & Knight’s New York office. He concentrates his practice on domestic and cross-border insolvency matters, commercial litigation, and related corporate governance issues. He regularly represents buyers of distressed assets and provides counsel concerning troubled commercial real estate, including securitized loans (CMBS). As a mediator, Ira has been able to facilitate the resolution of controversies involving U.S. and non-U.S. parties concerning bankruptcy and commercial law issues. Additionally, Ira also works with for-profit and nonprofit entities on data privacy and cybersecurity issues.
Education
  • Boston University School of Law, J.D., 1982, cum laude with distinction; Articles Editor, Boston University International Law Journal; Distinguished Paul J. Liacos Scholar; Edward F. Hennessey Scholar; American Jurisprudence Award Bankruptcy and Creditors Rights; Henry Friedman - Excellence in Debtor-Creditor Law
  • Yeshiva University, B.A., Political Science, 1979, cum laude; Editor in Chief, The Polis (Political Science Journal); Hammer Memorial Award (Political Science)
Experience
  • Thompson & Knight LLP
Accreditations
  • New York
  • Texas
  • U.S. Ct. of App., Second Circuit
  • U.S. Dist. Ct., E. Dist. New York
  • U.S. Dist. Ct., N. Dist. New York
  • U.S. Dist. Ct., N. Dist. Texas
  • U.S. Dist. Ct., S. Dist. New York
  • U.S. Dist. Ct., S. Dist. Texas
  • U.S. Dist. Ct., W. Dist. New York
Associations
  • Chair, Steering Committee, NYC Bankruptcy Assistance Project, Legal Services for the City of New York
  • President’s Council, Food Bank for the City of New York
  • Editor-in-Chief, Section 363 Asset Sales Databank, American Bankruptcy Institute
  • Member, American Bankruptcy Institute; Co-Chair, Assets Sales Committee; Real Estate Committee
  • Member, New York State Bar Association; Chair, Committee on Bankruptcy Law; Business Law Section, 1996-2001
  • Adjunct Professor of Law, Pace University School of Law
  • Adjunct Professor of Law, St. John's School of Law; Bankruptcy LL.M. Program
  • Member, New York City Bar Association
  • Member, American Bar Association
  • Board Member, Westchester Hebrew High School
 
Neil E. HermanMorgan, Lewis & Bockius LLP

Neil E. Herman

Firm: Morgan, Lewis & Bockius LLP

Neil E. Herman is a partner in the Bankruptcy and Financial Restructuring practice at Morgan, Lewis & Bockius LLP. For more than 27 years, Neil has represented debtors, financial institutions, trustees, and creditors in out-of-court restructurings and bankruptcy matters. He also has extensive experience representing landlords, real estate developers and shopping center owners in bankruptcy matters, and a substantial portion of his practice involves representing buyers of assets out of bankruptcy.

Neil has lectured on bankruptcy topics at New York Law School, Hofstra Law School and Columbia Business School and has been a panelist on numerous bankruptcy programs and seminars sponsored by the New York Law Journal, the Practicing Law Institute, the American Bar Association, and the International Council of Shopping Centers. Additionally, he has written or co-written numerous articles on bankruptcy and is the author of an extensive chapter on “Retail Bankruptcies” in the most recent Colliers on Bankruptcy treatise.

A member of the Turnaround Management Association, Neil has been recognized each year by New York Super Lawyers and was previously selected by Turnarounds and Workouts as a “Top 40 under 40” practitioner.

Education
  • Hofstra University, School of Law, J.D.
  • The Johns Hopkins University, Dean’s List, B.A.
Experience
  • Morgan, Lewis & Bockius LLP
  • Zalkin, Rodin & Goodman LLP
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association
  • New York County Bar Association
  • State Bar of New York
 
Shaunna D. JonesWillkie Farr & Gallagher LLP

Shaunna D. Jones

Firm: Willkie Farr & Gallagher LLP

Shaunna Jones is a partner at Willkie Farr & Gallagher LLP, New York, in the Business Reorganization and Restructuring department. She has represented debtors, creditors and other constituents and participants in chapter 11 cases, chapter 15 cases and out-of-court restructurings, and her chapter 11 debtor clients have included RG Steel, LLC, Spheris, Inc., EnviroSolutions, Inc., and Journal Register Company.

As an honoree at the 2012 IFLR Americas Awards, Shaunna was a member of the Willkie team recognized in the category of “Restructuring Deal of the Year” for her lead role in the cross-border (Canada / U.S.) restructuring of Angiotech Pharmaceuticals, Inc. Among other cross-border matters, she has represented Crystallex International Corporation in its chapter 15 case and acted as U.S. counsel to the CCAA monitor for another CCAA applicant.

Shaunna was selected as a member of the 2012 Next Generation Class by the National Conference of Bankruptcy Judges and has served as a member of the New York City Bar Committee on Bankruptcy and Corporate Reorganization. She has authored and presented CLE seminars on various bankruptcy topics for the firm and the City Bar, and has authored articles for various publications regarding emerging issues in the bankruptcy field. Shaunna volunteers with the Credit Abuse Resistance Education (CARE) program as part of her community service endeavors.

Education
  • New York University School of Law, JD
  • Harvard University, BA
Experience
  • Willkie Farr & Gallagher LLP, partner
Accreditations
  • Licensed to practice in New York, and before the U.S. District Court, Eastern District of New York and U. S. District Court, Southern District of New York
Associations
  • New York Bar Association, member
 
Gary L. KaplanFried, Frank, Harris, Shriver & Jacobson LLP

Gary L. Kaplan is a bankruptcy and restructuring partner resident in the New York office of Fried, Frank, Harris, Shriver & Jacobson LLP. His extensive experience includes representing debtors and official and unofficial creditors’ and equity committees in Chapter 11 cases, out-of-court restructurings and foreign proceedings. He also represents significant creditors, lenders and third-party purchasers in connection with Chapter 11 cases, out-of-court restructuring situations and foreign proceedings.

Gary recently represented Contraladora Comercial Mexicana, Mexico’s third-largest supermarket retailer, in its financial restructuring; Highbridge Principal Strategies LLC in connection with its US $150 million debtor-in-possession financing facility to the Los Angeles Dodgers; NewLead Holdings, Ltd., in connection with its efforts to restructure its outstanding indebtedness; and Silver Point Finance LLC in connection with the Chapter 11 case of Workflow Management Inc. .

He is consistently recognized by Chambers USA: America’s Leading Lawyers for Business as a leading individual in Bankruptcy/Restructuring and by Legal 500 in Finance: Corporate Restructuring. Gary was named an “Outstanding Young Restructuring Lawyer” in 2007 in a special report of Turnarounds and Workouts. A frequent author and speaker on a range of restructuring-related issues , Gary also is a contributing author to Collier on Bankruptcy.

Education
  • Rutgers University School of Law, J.D., with honors
  • University of Maryland at College Park, B.A.
Experience
  • Morgan, Lewis & Bockius LLP
  • Zalkin, Rodin & Goodman LLP
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association
  • New York County Bar Association
  • State Bar of New York
 
Paul J. Keenan Jr.Greenberg Traurig LLP

Paul J. Keenan Jr.

Firm: Greenberg Traurig LLP

Paul J. Keenan Jr., a shareholder in Greenberg Traurig’s Business Reorganization and Financial Restructuring Practice, focuses his practice on domestic and cross-border corporate restructurings, bankruptcy litigation, sales of distressed assets and loan workouts. He represents clients in bankruptcy courts in Florida and nationwide—corporate debtors, banks and other lending institutions, Chapter 11 trustees, secured and unsecured creditors and asset purchasers in out-of-court corporate restructurings and bankruptcy cases—and has wide-ranging experience before Delaware bankruptcy courts. He also frequently represents purchasers of distressed assets and lenders and borrowers in out-of-court transactions.

Paul speaks Spanish and represents lending institutions and corporate debtors in cross-border corporate restructurings, primarily in Latin America and the Caribbean. Most recently, he was one of the lead restructuring lawyers for Satélites Mexicanos, S.A. de C.V., whose restructuring of $420 million of debt was awarded the “Restructuring Deal of the Year Award” by Latin Lawyer magazine. He’s received additional awards and recognition and has authored or co-authored numerous articles and presented many speeches. He is also an editor and contributing author of University of Miami Law Review.

Mike writes and speaks frequently on finance and letter of credit-related topics, and actively participates in bar associations and trade groups. Additionally, he’s a past Chair of the Subcommittee on Letters of Credit of the New York State Bar Association's Banking Law Committee.

Education
  • University of Miami School of Law, J.D., magna cum laude
  • University of Buenos Aires School of Law, foreign student in residence
  • University of Rhode Island, M.M.A.
  • Tufts University, B.A.
Experience
  • Greenberg Traurig, LLP
  • Baker & McKenzie, Buenos Aires, Argentina, summer associate
Accreditations
  • Licensed to practice in in Florida and Massachusetts and before the U.S. District Court for the Southern District of Florida, the U.S. Bankruptcy Court for the Southern District of Florida, the U.S. District Court for the Middle District of Florida, the U.S. Bankruptcy Court for the Middle District of Florida, the U.S. Bankruptcy Court for the District of Massachusetts and the U.S. Court of Appeals for the Eleventh Circuit
Associations
  • American Bar Association, member
  • Bankruptcy Bar Association, Southern District of Florida
  • Latin America Committee, INSOL International, chair
 
DataDirect Networks, Inc.

Sandra Pak Knox

Firm: DataDirect Networks, Inc.

Sandra Pak Knox is Deputy General Counsel, Corporate, with DataDirect Networks, Inc. (DDN), the world’s largest privately held data storage infrastructure company. As a corporate and securities lawyer, she has more than a decade of experience representing emerging companies in venture capital and private equity financings, mergers and acquisitions, technology transactions and matters of corporate governance.

Before joining DDN in 2012, Sandi was counsel in the Emerging Companies and Venture Capital practice of Sidley Austin LLP and special counsel with Wilson Sonsini Goodrich & Rosati, P.C.

She has spoken frequently on private company financings, including engagements for Northwestern University’s entrepreneurship program, the World Intellectual Property Organization, the Clean Energy Trust, and Wilson Sonsini Goodrich & Rosati’s Entrepreneurs College.

Education
  • Georgetown University Law Center, J.D.
  • Stanford University, A.B.
Experience
  • DataDirect Networks, Inc.
  • Sidley Austin LLP
  • Wilson Sonsini Goodrich & Rosati, P.C.
Accreditations
  • Licensed to practice law in California
Associations
  • Member, State Bar of California
 
Richard LevinCravath, Swaine & Moore LLP

Richard Levin

Firm: Cravath, Swaine & Moore LLP

Richard Levin joined Cravath, Swaine & Moore LLP in 2007. He is a partner in the firm’s Corporate department and serves as the chair of its Restructuring practice, focusing his practice on creditors’ rights, insolvency, reorganization and bankruptcy.

He has negotiated and structured complex domestic and international transactions involving distressed or insolvent companies and guided corporate debtors, creditors and acquirers through Chapter 11 and out-of-court restructurings in negotiated resolutions and in litigation.

Richard has been repeatedly cited as one of the country’s leading practitioners of bankruptcy and creditor-debtor rights law, including Chambers USA: America’s Leading Lawyers for Business, The Legal 500, The Best Lawyers in America, The International Who’s Who of Insolvency & Restructuring Lawyers, the Guide to the World’s Leading Insolvency and Restructuring Lawyers, Lawdragon 500 Leading Lawyers in America, Benchmark Litigation and the K&A Restructuring Register America’s Top 100.
Education
  • Massachusetts Institute of Technology, S.B.
  • Yale Law School, J.D.
Experience
  • Cravath, Swaine & Moore LLP
  • Counsel to a subcommittee of the House Judiciary Committee
  • A primary author of the 1978 Bankruptcy Code
  • Faculty, Bankruptcy Judge Workshops, Federal Judicial Center
  • Lecturer in Law, Harvard Law School
  • Consultant, Brazilian bankruptcy legislation, World Bank
Accreditations
  • Licensed to practice in New York
Associations
  • American Bankruptcy Institute
  • National Bankruptcy Conference
 
Craig T. LutterbeinHodgson Russ LLP

Craig T. Lutterbein

Firm: Hodgson Russ LLP

Craig T. Lutterbein is an associate in the Bankruptcy, Restructuring & Commercial Litigation practice group in the Buffalo office of Hodgson Russ LLP, focusing his practice in bankruptcy, creditors’ rights and commercial litigation. Craig authored the note “Fraud and Deceit Abound But Do the Bankruptcy Courts Really Believe Everyone Is Crooked: The Bayou Decision and the Narrowing of Good Faith,” 18 Am. Bankr. Inst. L. Rev. 405 (2010). At St. John’s University School of Law, Craig was named the Robert M. Zimmerman Bankruptcy Scholar for L.L.M. in Bankruptcy for the 2010-11 academic year.

Education
  • St. John’s University School of Law, L.L.M. in bankruptcy (expected Spring 2012)
  • St. John’s University School of Law, J.D., Dean’s List
  • American Bankruptcy Institute Law Review, associate managing editor
  • Vassar College, B.A.
Experience
  • Hodgson Russ LLP
  • Hon. Burton R. Lifland of the U.S. Bankruptcy Court for the Southern District of New York
Accreditations
  • Licensed to practice in New York
Associations
  • American Bankruptcy Institute
 
Morris J. MasselSimpson Thacher & Bartlett LLP

Morris J. Massel

Firm: Simpson Thacher & Bartlett LLP

Morris J. Massel, counsel at Simpson Thacher & Bartlett LLP, is a member of the Bankruptcy department. Morris regularly represents clients in connection with out-of-court restructurings and Chapter 11 cases across a wide range of sectors, including semi-conductors, telecommunications, manufacturing and consumer products. His work focuses primarily on advising distressed companies and financial institutions in connection with their loans to troubled companies. He also represents acquirers of financially distressed companies in Chapter 11 cases and provides advice regarding the structuring of corporate transactions.

Morris has acted as counsel to private and public companies in complex Chapter 11 cases and out-of-court restructurings. He regularly represents administrative agents for secured lending syndicates in connection with in-court and out-of-court restructurings. Additionally, he advises strategic buyers in distressed asset sales.

Education
  • New York University School of Law, J.D., magna cum laude
  • Order of the Coif; Environmental Law Journal
  • University of Pennsylvania, B.A.
Experience
  • Simpson Thacher & Bartlett, LLP
Accreditations
  • Licensed to practice in New York
 
Paul I. MelvilleGrant Thornton LLP

Paul I. Melville

Firm: Grant Thornton LLP

Paul Melville is a principal in the Corporate Advisory & Restructuring Services group at Grant Thornton LLP, Chicago. With over 18 years of experience in all areas of corporate restructuring, including several cross-border restructuring situations, he has advised stakeholders, including bank groups, customers, suppliers and shareholders in various restructuring scenarios encompassing company viability, reconstructions and debt restructuring, strategic options and formal insolvency.

Paul’s experience is international in its foundation. He was admitted to partnership in Grant Thornton UK, where he was a partner in the corporate recovery and restructuring group. In recognition of his cross-border and international capabilities, particularly in the manufacturing and automotive industries, Paul assisted in the development of the international capability of the United States-based restructuring practice, first in the Detroit office over a three-year period. He now resides in the Chicago office, where he serves as the liaison between the 1,000-professional Recovery & Re-organization practice of Grant Thornton International and that of the United States organization.

With his significant and diverse experience with international matters, Paul has worked with companies, their investors and their lenders in restructuring, purchase and sale of companies headquartered in or with operations in Canada, China, India, and the United Kingdom as well as other regions and countries. He has addressed complex issues and matters, including those associated with regulatory requirements and the application of bankruptcy laws in a variety of countries. Recently he presented to an international bank on the topic of the comparison of bankruptcy and insolvency proceedings in the U.S., the U.K., and Canada.

Experience
  • Grant Thornton LLP, principal
Accreditations
  • Licensed Insolvency Practitioner
Associations
  • American Bankruptcy Institute
  • Commercial Financial Association Educational Foundation, board of directors
  • INSOL International
  • Turnaround Management Association
 
Nancy A. MitchellGreenberg Traurig LLP

Nancy A. Mitchell

Firm: Greenberg Traurig LLP

Nancy A. Mitchell is an operating shareholder at Greenberg Traurig, LLP and chairs the New York Business Reorganization & Financial Restructuring practice. She has more than 20 years of experience in restructuring and corporate finance as both an attorney and an investment banker, and her areas of concentration include business restructuring, creditor rights representation, debtor rights representation and finance.

Nancy is a frequent author and speaker on various restructuring topics and has received numerous awards and recognition. Most recently, she was one of the lead restructuring lawyers for Satélites Mexicanos, S.A. de C.V., whose restructuring of $420 million of debt was awarded the “Restructuring Deal of the Year Award” by Latin Lawyer magazine. She has also been recognized by The Best Lawyers in America, Chambers USA Guide, Super Lawyers magazine, and Leading Lawyers Network.

Education
  • University of Michigan Law School, J.D., cum laude
  • The Michigan Law Review, contributing editor
  • Indiana University, Bloomington, B.A.
Experience
  • Greenberg Traurig, LLP
  • CIBC World Market Corp., executive director
Accreditations
  • Licensed to practice in New York and Illinois
Associations
  • American Bar Association
 
Trey A. MonsourK & L Gates LLP

Trey A. Monsour

Firm: K&L Gates LLP

Trey Monsour is a partner in the Restructuring and Bankruptcy Practice Group for K&L Gates LLP and manages their restructuring practice throughout the Southwest region of the United States. With offices both in Houston and Dallas, Texas, Trey specializes in workouts, restructuring troubled businesses and commercial bankruptcy cases both for debtors and creditor constituencies.

With a business background, Trey has been actively involved in cases in the retail, restaurant, supplier, manufacturing, construction and energy sectors. He also has been actively involved as counsel for debtors, lenders, purchasers, large unsecured creditors and dozens of creditor committees. Trey is national restructuring counsel for a Global Fortune 500 Corporation. In addition, Trey regularly serves as a court appointed Mediator for bankruptcy disputes.

His additional experience includes serving two consecutive years as course director of the State Bar of Texas Advance Business Bankruptcy Course, and speaking on bankruptcy issues to law schools, bar associations, trade and specialty group associations. Trey is a contributing author to Inside the Minds: Creditor Rights in Chapter 11 Cases (Aspatore 2010). From 2005 to 2013, he has been selected as a “Super Lawyer” by Texas Monthly magazine.

Education
  • University of Houston, JD
  • University of Texas at Austin, BBA
Experience
  • K&L Gates LLP, Dallas and Houston, partner
  • Haynes and Boone, LLP, Dallas and Houston, partner
  • Verner, Liipfert, Bernhard, McPherson and Hand, Washington D.C. and Houston, partner
  • Weil, Gotshal and Manges, Dallas and Houston
Accreditations
  • Licensed to practice in Texas
Associations
  • Dallas Bar Association
  • Houston Bar Association
  • Fifth Circuit Bar Association
  • American Bar Association
  • The Association of International Arbitration
  • Arthur L. Moller/David B. Foltz, Jr. American Inns of Court
  • Texas Bar Foundation
  • Houston Bar Foundation
  • Judicial Intern for Judge Letitia Clark, United States Bankruptcy Court for the Southern District of Texas
 
Peter NewmanMilbank, Tweed, Hadley & McCloy LLP

Peter Newman is a partner in the London office of Milbank, Tweed, Hadley & McCloy and a member of the firm’s Financial Restructuring Group.  Prior to moving to London, Peter practiced in the New York office since 2004.

Peter’s experience includes representing debtors, official and ad hoc committees of creditors, large debt or equity holders and prospective investors in connection with court-supervised and out-of-court restructurings in the United States, Europe and other foreign countries. He has represented acquirers and sellers of assets of insolvent and financially distressed companies, negotiated financing arrangements, sale agreements, reorganization plans, schemes of arrangement and related documents in a wide range of industries such as energy, pharmaceuticals, shipbuilding and docks, financial services, satellite, airline, automotive, printing, broadcasting, cable, hospitality, manufacturing and project finance.

His extensive representative engagements include ad hoc noteholder groups, official committees of unsecured creditors and Chapter 11 debtors. He has also represented parties in interest in the restructurings as counsel to lenders, subcommittees of noteholders, ad hoc committees of secured noteholders, second lien lenders, administrative agents of secured lending facility and corporate parents. Peter was recently named as one of 12 Outstanding Young Restructuring Lawyers by Turnarounds & Workouts.

Education
  • New York University School of Law, J.D.
  • University of Maryland, B.A.
Experience
  • Milbank, Tweed, Hadley & McCloy
Accreditations
  • Licensed to practice in New York
 
Kalman OchsFried, Frank, Harris, Shriver & Jacobson LLP

Kalman Ochs, a bankruptcy and restructuring special counsel resident in the New York office of Fried, Frank, Harris, Shriver & Jacobson LLP, is involved in numerous in-court and out-of-court restructurings and the rehabilitation of financially distressed businesses. He has experience representing Chapter 11 debtors, creditors' committees, significant individual creditors, lenders and parties seeking to invest in and/or acquire the assets of financially troubled companies.

Kalman has represented companies in restructuring matters, including Bill’s Dollar Stores; McCrory Corporation; Donnkenny, Inc.; and Salant Corporation. He has also represented creditors' committees, significant creditors or third-party purchasers in Chapter 11 cases of companies such as 1515 Broadway Associates, LP; Bayou Group, LLC; Bridge Information Systems, Inc.; Circuit City Stores, Inc.; The Delaco Company; Hartmarx Corporation; Heilig Meyers Company; Just For Feet, Inc.; Kaiser Aluminum Corporation; Saint Vincent Catholic Medical Centers of New York; Steve & Barry’s; Sun Healthcare Group; Tarragon Corporation and UAL Corporation.

His representations of a variety of significant creditors, lenders and third-party acquirers in restructuring situations include Ameritrade Holding Corporation; Banc of America Securities; Brookfield Financial Properties, LP; GoldenTree Asset Management, LP; Goldman, Sachs & Co., Inc.; Honeywell International, Inc.; Silver Point Capital, LP and Vornado Realty Trust.

Kalman has served as Secretary of the Committee on Local Rules of the United States Bankruptcy Court for the Southern District of New York and has co-authored several articles on bankruptcy-related topics.

Education
  • Rutgers University School of Law, J.D.
  • Kotler Institute of Higher Learning, M.A.
  • Kotler Institute of Higher Learning, B.A.
Experience
  • Fried, Frank, Harris, Shriver & Jacobson LLP
Accreditations
  • Licensed to practice in New York and New Jersey and admitted in the Southern and Eastern districts of New York
 
Ilan D. ScharfPachulski Stang Ziehl & Jones LLP

Ilan D. Scharf

Firm: Pachulski Stang Ziehl & Jones LLP
Ilan Scharf is a partner in the New York office of Pachulski Stang Ziehl & Jones LLP. Ilan specializes in financial restructuring and bankruptcy. His practice focuses on the representation of debtors and committees in complex Chapter 11 cases, and he also has extensive experience representing equity holders, asset purchasers, trade creditors and Chapter 11 trustees. Mr. Scharf has extensive experience representing parties in many industries, including art, jewelry, manufacturing, equipment rental, publishing and transportation. He has appeared before bankruptcy courts in New York, Delaware, New Jersey and Pennsylvania.
Education
  • University of Pennsylvania, J.D.
  • Yeshiva University
Experience
  • University of Pennsylvania, J.D.
  • Yeshiva University
Accreditations
  • Licensed to practice in New York and before the U.S. District Court for the Southern District of New York and the U.S. District Court for the Eastern District of New York
 
George B. South IIIDLA Piper

George B. South III

Firm: DLA Piper

George B. South III is a partner in DLA Piper's Restructuring group, based in New York. His practice includes in-court and out-of-court restructurings and the rehabilitation of financially distressed businesses and municipalities.

He represents distressed companies, creditors' committees, bondholders' committees, bond insurers, debtor-in-possession lenders and hedge and equity funds seeking to invest in and/or acquire the assets and businesses of financially troubled companies. George has also represented parties in numerous Chapter 11 cases, out-of-court restructurings and Chapter 9 municipal bankruptcies.

The 2011 edition of Legal 500 cited George, praising him as an "excellent new addition” to DLA Piper’s restructuring group in 2010. He is also recognized by Martindale-Hubbell, receiving its highest available rating of AV.

Education
  • Hofstra University School of Law, J.D. with distinction
  • Managing Editor, Hofstra Law Review
  • Hofstra University, B.A.
Experience
  • DLA Piper
  • King & Spalding
  • Fried, Frank, Harris, Shriver & Jacobson
Accreditations
  • Licensed to practice in New York and New Jersey
 
Stephanie R. TumbioloCravath, Swaine & Moore LLP

Stephanie R. Tumbiolo

Firm: Cravath, Swaine & Moore LLP
Stephanie R. Tumbiolo is an associate in the Corporate department at Cravath, Swaine & Moore LLP. Her corporate practice focuses on advising financial institutions and corporate clients in a wide variety of matters, including restructurings, bankruptcy litigation matters, securities transactions and mergers and acquisitions.
Education
  • Boston College, B.A. magna cum laude
  • St. John’s University, J.D. cum laude
Experience
  • Cravath, Swaine & Moore LLP Law clerk to Hon.
  • Burton R. Lifland, U.S. Bankruptcy Court for the Southern District of New York
Accreditations
  • Licensed to practice in New York
 

Jason Watson

Firm: Alston & Bird LLP

Mr. Jason Watson is chair of Alston & Bird’s Bankruptcy Group. His practice focuses on representing secured lenders in pre-bankruptcy workouts and Chapter 11 bankruptcy cases. In addition, Mr. Watson represents several national franchisors in bankruptcy cases of franchisees and is a frequent lecturer on a variety of bankruptcy related topics. He is licensed to practice in Georgia and New York and is a member of the Board of Directors of the Southeastern Bankruptcy Law Institute. Mr. Watson is listed in Chambers USA: America's Leading Lawyers for Business and is listed in the Best Lawyers in America. He received his J.D., in 1996, from the Mercer University Walter F. George School of Law and his B.A., in political science, in 1993 from the University of Georgia. Prior to joining Alston & Bird, he served as a law clerk to the Honorable John T. Laney III, United States Bankruptcy Judge in the Middle District of Georgia. Mr. Watson is active in his community, including serving on the Atlanta Executive Leadership Council for the American Cancer Society.

Education
  • Mercer University, J.D.
  • University of Georgia, B.A.
Experience
  • Alston & Bird LLP
Accreditations
  • Licensed to practice in Georgia and New York
 
Steven W. WellsHodgson Russ LLP

Steven W. Wells

Firm: Hodgson Russ LLP
Steven W. Wells is a senior associate in the Bankruptcy, Restructuring & Commercial Litigation practice group in the Buffalo office of Hodgson Russ LLP. He focuses his practice in bankruptcy, creditors' rights, and commercial litigation. Steven represents financially troubled companies as well as secured and unsecured creditors, both inside and outside of bankruptcy. He has represented a wide range of clients, including private financial organizations, financial institutions, banks, lessors and lessees of equipment and real estate, health care facilities, agricultural lenders and bankruptcy trustees. Steven has also handled various commercial litigation matters relating to breach of contract, business torts, construction/building and intellectual property.
Education
  • University at Buffalo Law School, State University of New York, J.D., cum laude
  • Buffalo Law Review, publications editor 
  • Ithaca College, B.A.
Experience
  • Hodgson Russ LLP
Accreditations
  • Licensed to practice in New York and before the U.S. District Court for the Western District of New York and the U.S. Bankruptcy Court for the Western District of New York
Associations
  • New York State Bar Association
  • Bar Association of Erie County
 
Kristin C. Wigness

Kristin C. Wigness

Firm: IDB bank

Kristin C. Wigness, First Vice President and Associate General Counsel at Israel Discount Bank of New York, concentrates on secured and unsecured lending transactions, debt restructurings, loan workouts, debtor-in-possession financing, creditors’ rights and insolvency.  Prior to joining IDB, Kristin was a partner at Katten Muchin Rosenman LLP in New York.

At IDB, Kristin oversees all lending-related matters for the bank, including loan originations and workouts.  Prior to joining IDB, Kristin represented numerous agents and lenders in loan originations, loan workouts and debtor-in-possession financings, including in the Chapter 11 cases of United Airlines, Tower Automotive, American Commercial Lines, Mariner Post- Acute Network, Polaroid Corporation, Burlington Industries, Guilford Mills and Sea Island Company. He also represented various sellers and buyers of assets through bankruptcy, debtors, licensors and creditors, and assisted mortgage lenders in connection with sales of mortgage pools and in restructuring financing transactions of mortgage portfolios.

Kristin is a frequent speaker at seminars and universities.

Education
  • Rutgers University School of Law, J.D.
  • University of Michigan, M.M. 
  • State University of New York at Purchase, B.F.A.
Experience
  • Israel Discount Bank of New York
  • Katten Muchin Rosenman LLP
  • Morgan, Lewis & Bockius LLP 
  • Zalkin, Rodin & Goodman LLP
Accreditations
  • Licensed to practice in New York and New Jersey
Associations
  • New York State Bar Association
  • American Bankruptcy Institute
 
Steve WilamowskyBingham McCutchen

Steven Wilamowsky

Firm: Bingham McCutchen LLP

Steven Wilamowsky, a partner at Bingham McCutchen LLP, focuses his practice on bankruptcy and has represented debtors, individual creditors, DIP lenders, creditors’ committees, landlords, plan sponsors, foreign debtors and purchasers of assets of distressed companies.

Steven has been actively involved in numerous complex restructuring and acquisition matters. Recent engagements include the representation of large institutional lenders, loan purchasers and servicers in a number of mortgage originator cases;the representation of secured noteholders in the Bashas’ supermarkets cases; the representation of agent banks in the R.H. Donnelly case; and the representation of several individual and trust creditors in the Madoff SIPA proceedings.

He also has extensive bankruptcy appellate experience that includes having obtained, on behalf of his debtor clients, the reversal of adverse lower court rulings at the Fourth Circuit Court of Appeals in the National Energy & Gas Transmission Inc. (f/k/a PG&E National Energy Group) Chapter 11 cases, involving claims in excess of $150 million. Steven also represents the bondholders in the respective cases of PetroRig and Remedial (Cyprus), both of which involve the restructuring of offshore energy development projects through Chapter 11 proceedings - another area in which Steven has extensive experience.

Prior to joining the firm, he served as law clerk for the Hon. Tina L. Brozman in the United

States Bankruptcy Court for the Southern District of New York from 1994 to 1996.

The author is grateful to Christopher Carter for his assistance in the preparation of these materials.

 

Education
  • New York University School of Law, Juris Doctor
  • Brooklyn College, Bachelor of Arts
Experience
Bingham McCutchen LLP
Accreditations
  • Licensed to practice in New York
Associations
  • New York State Bar Association
  • American Bankruptcy Institute
 
Eric WinstonQuinn Emanuel Urquhart & Sullivan LLP

Eric Winston, a partner in the Los Angeles office of Quinn Emanuel Urquhart & Sullivan LLP, heads the firm's West Coast insolvency practice. His practice includes all areas of corporate insolvency and reorganization and insolvency-related litigation. He has represented debtors, creditors’ committees, secured lenders, senior and subordinated bondholders, hedge funds, equity sponsors, class-action plaintiffs, and asset acquirers in and out of court. Recent representative cases include Dynegy Holdings, Zais Investment Grade VII Ltd., Las Vegas Hilton Hotel & Casino, Lehman Brothers Holdings, RHI Entertainment, Station Casinos, SemGroup, Fontainebleau Las Vegas, Persik Productions, and SK Foods.

Eric frequently speaks at panels and conferences around the country and has been a guest lecturer at Loyola and University of Southern California law schools. He has been a member of the State Bar of California Insolvency Law Committee and is the co-author of two law review articles, "State Defiance of Bankruptcy Law," 52 Vand. L. Rev. 1527 (2000), and "Sizing Up The 'Cap' - Commercial Lease Rejection Claims In Bankruptcy," 27 Cal. Bankr. J. 209 (2004). Eric co-wrote the “Vale-Oriented Discovery” chapter in the 2011 book Contested Valuation in Corporate Bankruptcy.

Eric was recently recognized by Turnarounds & Workouts as one of the nation’s 12 “Outstanding Young Restructuring Lawyers” for 2012. Turnarounds & Workouts praised Eric for his involvement in Quinn Emanuel’s representation of Hildene Capital in the Zais Investment Grade Limited VII case—the first-ever bankruptcy filing involving a CDO entity. He was also touted for his roles in SK Foods, SemGroup, Bernard L. Madoff Investment Securities, and Trident Microsystems. This is the second time Turnarounds & Workouts has recognized Eric. He previously was honored as one of the twelve outstanding young restructuring lawyers in 2005.

Eric would like to thank Matthew Scheck, an associate with Quinn Emanuel, for his valuable assistance in the preparation of these materials.

Education
  • University of California, Los Angeles School of Law, J.D.
  • UCLA Journal of Environmental Law & Policy, managing editor
  • University of California, Berkeley, B.A., high honors
Experience
  • Quinn Emanuel Urquhart & Sullivan LLP
  • U.S. Department of Justice, Civil Rights Division
Accreditations
  • Licensed to practice before the U.S. Court of Appeals: Second Circuit, Third Circuit, Fifth Circuit, Ninth Circuit, Tenth Circuit; the U.S. District Court: Central District of California, Eastern District of California, Northern District of California and Southern District of California.
Associations
  • The State Bar of California
  • American Bar Association
  • Los Angeles County Bar Association
  • Association of Insolvency and Restructuring Advisors (AIRA)
  • Financial Lawyers Conference
  • International Association of Restructuring, Insolvency & Bankruptcy Professionals
 
Paul H. ZumbroCravath, Swaine & Moore LLP

Paul H. Zumbro

Firm: Cravath, Swaine & Moore LLP

Paul H. Zumbro joined Cravath, Swaine & Moore LLP in 1997 and became a partner in 2005. As a partner in the firm’s Corporate Department, Paul’s practice focuses principally on leveraged finance transactions and on representing secured creditors with complex in-court and out-of-court restructurings.

Paul has extensive experience in leveraged finance, having represented the arranger banks in several multi-billion dollar LBO financings, including for Freescale Semiconductor, Neiman Marcus and Warner Chilcott. This experience is complemented by Paul’s significant experience in all phases of capital-raising and balance-sheet restructurings, including out-of-court debt exchanges and debtor-in-possession financings. Additionally, he has represented buyers in distressed mergers and acquisitions transactions, including both regular-way Bankruptcy Code Section 363 sales and “credit bid” transactions.

Paul has authored several chapters and articles regarding bankruptcy and financial restructuring for publications such as Practical Law Company, Inside the Minds™, Law360, IBA’s Business Law International and the book Bankruptcy and Financial Restructuring Law 2011: Top Lawyers on Trends and Key Strategies for the Upcoming Year (Aspatore Thought Leadership), and was recognized by The Legal 500 for his skill in corporate restructuring in 2010 and 2011 and bank lending in 2009.

The author would like to thank Rob Trust of Linklaters for his invaluable contribution to this effort.

Education
  • Yale College, B.A. cum laude, Distinction in Major
  • Columbia Law School, J.D., Harlan Fiske Stone Scholar
Experience
  • Cravath, Swaine & Moore LLP
Accreditations
  • Licensed to practice in New York
Associations
  • New York State Bar Association
  • American Bankruptcy Institute
  • International Bar Association
  • Reorganization and Workout Sub-Committee of IBA’s Section on Insolvency, Restructuring and Creditors’ Rights
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