Lexis Practice Advisor®—Mergers & Acquisitions

Contributing Authors & Firms

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

 
Fried, Frank, Harris, Shriver & Jacobson LLP

Abigail Pickering Bomba is a corporate partner in Fried Frank's New York office. She joined the Firm in 2003.

Ms. Bomba concentrates her practice on private equity transactions and mergers and acquisitions, representing both private equity firms and public and private companies. She also advises clients in connection with corporate governance issues, defensive strategy, securities laws compliance and other general corporate matters, and frequently represents investment banking firms who are serving in a financial advisory role.

Ms. Bomba has written articles addressing a range of legal topics including ways for buyers to mitigate conflict and other risks inherent in a competitive bid and sales process, market standards for financing-related provisions in acquisition agreements and takeover defensive measures used by US companies. Her articles have appeared in Corporate Board Member magazine and The Daily Deal, among others.

Ms. Bomba is a member of the American Bar Association and a contributing member of the M&A Market Trends Subcommittee of the ABA’s Mergers & Acquisitions Committee, which publishes the M&A Deal Points Study. She has been recognized by Legal 500 in M&A: Mega-Deals. Ms. Bomba was named a 2013 “Rising Star” by Superlawyers and most recently selected as one of The M&A Advisor’s 2014 “40 Under 40,” an honor that recognizes the emerging leaders of the M&A, financing and turnaround industries.

Education
  • Rutgers School of Law, J.D.
  • Lafayette College, B.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York and New Jersey
Associations
  • Member, American Bar Association
 
Candice ChohGibson, Dunn & Crutcher LLP

Candice Choh

Firm: Gibson, Dunn & Crutcher LLP

Candice Choh is a partner at Gibson, Dunn & Crutcher, Los Angeles. She is in the firm's Corporate Transactions practice group and focuses on mergers and acquisitions, capital markets transactions, private equity and general corporate matters.

Candice has represented both public and private companies as well as private equity funds in various business combination transactions, and has also represented both issuers and underwriters in several debt and equity offerings. She currently serves as a commissioner on the Los Angeles Convention Center Authority and as a member of the Executive Committee of the Business and Corporations Law Section of the Los Angeles County Bar Association.

Education
  • University of Southern California Law School, JD
  • Southern California Law Review, Senior Editor
    Order of the Coif
  • University of Pennsylvania, BA
Experience
  • Gibson, Dunn & Crutcher, partner; Professional Development Committee, member; and Diversity Committee, member
Accreditations
  • Licensed to practice in California 
 
Tyler B. DempseyTroutman Sanders

Tyler B. Dempsey

Firm: Troutman Sanders LLP

Tyler Dempsey is a partner at Troutman Sanders LLP, Atlanta, Georgia. With over 12 years of experience, he focuses his practice on mergers and acquisitions for both public and private companies, and his clients include Domtar Corporation; Swank, Inc.; Mangrove Equity Partners, L.P.; and PRGX Global, Inc.

Tyler has significant experience with private equity financings and joint venture transactions, as well as  experience representing payment processing companies in general corporate and commercial matters. He was selected as a Rising Star in Mergers & Acquisitions by Law & Politics and Atlanta Magazine and named to Georgia Trend magazine’s Legal Elite in Business Law.  

Tyler serves on the board of directors for CURE Childhood Cancer and on the finance committee for The Center for the Visually Impaired.

Education
  • University of North Carolina, JD with honors
  • North Carolina Law Review
    Order of the Coif
  • University of Tennessee, BS, magna cum laude
Experience
  • Troutman Sanders LLP, partner
  • King & Spalding LLP, associate
Accreditations
  • Licensed to practice in Georgia
Associations
  • CURE Childhood Cancer, board of directors
  • The Center for the Visually Impaired, finance committee
 
Shawn DomzalskiGibson, Dunn & Crutcher LLP

Shawn Domzalski

Firm: Gibson, Dunn & Crutcher LLP

Shawn Domzalski, an associate at Gibson, Dunn & Crutcher, Los Angeles, is a member of the firm’s Corporate department and focuses on mergers and acquisitions, private equity, and general corporate matters.

Shawn has represented both public and private companies as well as private equity funds in business transactions, fund formation and fund management work.  He currently serves on the board of directors of The Soldiers Project.

Education
  • Loyola Law School of Los Angeles, JD, magna cum laude
  • Loyola of Los Angeles Law Review, Executive Editor
  • Order of the Coif
  • St. Thomas More Law Honor Society
  • Alpha Sigma Nu Honor Society of Jesuit Institutions
  • Washington University, BS
  • Johns Hopkins School of Advanced International Studies
Experience
  • Gibson, Dunn & Crutcher, associate
Accreditations
  • Licensed to practice in California  
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Steven Epstein is a partner in the Corporate Department, resident in the New York Office, and Co-Head of the Firm’s Mergers & Acquisitions practice.

Mr. Epstein has a diverse transactional practice which includes strategic mergers and acquisitions and private equity transactions. He has represented both public and private companies, investment banking firms and financial sponsors in connection with mergers, acquisitions, divestitures, takeover preparedness, and corporate governance matters. He also has significant experience in unsolicited M&A transactions, representing clients in both offensive and defensive situations.

Previously, Mr. Epstein was an investment banker at Credit Suisse. In this position, he advised companies in a variety of transactions, including IPOs, secondary offerings, PIPEs, private placements, and M&A opportunities. Mr. Epstein is regularly recognized by Legal 500 in M&A: Mega-Deals. In 2011 and 2012, he was named a “Rising Star” by Superlawyers, and in 2011 he was selected as a finalist for the M&A Advisor “40 Under 40.” Mr. Epstein is also a member of Law360's Mergers & Acquisitions editorial advisory board and serves on the Board of Directors of Fordham University School of Law.

Education
  • Fordham University School of Law, J.D.
  • Cornell University, B.S.
Experience
  • Fried Frank
  • Investment Banker, Credit Suisse
Accreditations
  • Licensed to practice in New York
Associations
  • New York State Bar Association
  • Association of the Bar of the City of New York
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Arthur Fleischer, Jr. is senior counsel, resident in the Firm's New York office. He joined the Firm in 1958 and became partner in 1967.

Mr. Fleischer's practice encompasses negotiated as well as contested transactions. He frequently advises special committees formed to review buyout proposals and corporate restructurings, and boards of directors on corporate governance.

Mr. Fleischer served as Executive Assistant to the Chairman of the United States Securities and Exchange Commission from 1961 to 1964. For over 30 years, he has led the Firm's Mergers and Acquisitions Practice. He regularly represents corporate clients, both as acquirers and targets as well as many of the leading investment banking firms.

Mr. Fleischer is co-author of Takeover Defense: Mergers and Acquisitions (Wolters Kluwer/Aspen 7th edition, 2012) and the author of numerous articles on securities regulation. He is co-author, along with Professors Geoffrey C. Hazard, Jr. and Miriam Z. Klipper, of Board Games: The Changing Shape of Corporate Power (LittleBrown & Company, 1988).

Mr. Fleischer is consistently recognized by Chambers Global: The World's Leading Lawyers for Business and Chambers USA: America's Leading Lawyers for Business as a leading individual in Corporate/M&A. He is also consistently recognized by Legal 500 in M&A: Mega Deals.

He received the “The Simeon E. Baldwin Award,” an award that recognizes distinguished achievement in law and business, from the Yale Law School Center of the Study of Corporate Law in 2009. In addition, he was the recipient of The Chambers Award for Excellence in Corporate/M&A in 2006 and was named a “Dealmaker of the Year” by The American Lawyer in 2001.

Education
  • Yale Law School, LLB
  • Yale University, B.A.
Experience
  • Fried Frank
  • Executive Assistant to the Chairman of the United States Securities and Exchange Commission
Accreditations
  • Licensed to practice in New York
Associations
  • Member, American Bar Association (Section of Corporation, Banking and Business Law, Committee on Federal Regulation of Securities)
  • Member, American Law Institute
  • Member, Advisory Committee, Securities Regulation Institute of the University of California
  • Member, Association of the Bar of the City of New York
 
Michael E.S. Frankel

Michael E.S. Frankel

Michael Frankel, a senior corporate development, strategy and operating executive, has led and closed more than 100 transactions, deploying over $10B in capital and driving strategic expansion and growth. He also has led operational initiatives to develop and launch new products and technologies, expand into new markets and restructure businesses.  Currently, he advises clients on strategy, mergers and acquisitions (M&A) and innovation through his firm Hyde Park Advisory.   

Michael has extensive experience in several sectors, including business services, information services, market research and data analytics, B2B content and data and enterprise software, with great expertise in acquisitions, equity and venture investing, strategy, product development and international expansion.

He serves on several boards, including the board of directors of Onvia (Nasdaq: ONVI), a leading data and lead vendor to Business government contractors. In addition, Michael is the author of three books and several articles on strategic transactions.

Education
  • University of Chicago, JD, MBA and BA
Experience
  • Hyde Park Advisory, founder
  • LexisNexis Group, senior vice president and global head of business development and M&A
  • IRI, senior vice president of corporate development and strategy
  • VeriSign, senior corporate development
  • GE Capital, senior corporate development
  • Merrill Lynch, vice president investment banking
  • Skadden, Arps, Slate, Meagher & Flom LLP, corporate associate
Accreditations
  • Licensed to practice in New York
 
 Gibson, Dunn & Crutcher LLP

Stephen I. Glover

Firm: Gibson, Dunn & Crutcher LLP

Stephen I. Glover is a partner at Gibson, Dunn & Crutcher in Washington, D.C. He has extensive experience representing public and private companies in complex mergers and acquisitions, joint ventures and other transaction matters.

Stephen has been ranked one of the top five corporate transactions attorneys in Washington, D.C. for the past seven years (2005 - 2011) by Chambers USA America's Leading Business Lawyers. He is listed in the 2012 edition of The Best Lawyers in America® in the categories of corporate law, mergers and acquisitions law, and securities and capital markets law. In August 2009 he was named as a finalist for the top Washington Corporate M&A lawyer by The Washington Business Journal. He was also a finalist in 2007 and 2005, and won the award in 2004. In 2006, Stephen was identified among Ten of the D.C. Area's Top Deal-Making Attorneys' by Legal Times.

Stephen's clients include large public corporations, emerging growth companies and middle market companies in a wide range of industries. He also advises private equity firms, individual investors and others.

Stephen is a member of the DC Bar Board of Governors, as well as a former co-chair of the Steering Committee for the D.C. Bar's Corporation, Finance and Securities Law Section. Mr. Glover has also served as an Adjunct Professor at the Georgetown University Law Center.

Stephen earned his J.D., cum laude, from Harvard Law School, where he was Managing Editor of the Harvard Law Review. He received his B.A., summa cum laude, from Amherst College.

Education
  • Harvard Law School, J.D., cum laude
  • Amherst College, B.A., summa cum laude
Experience
  • Gibson, Dunn & Crutcher
Accreditations
  • Licensed to practice in District of Columbia
Associations
  • Member, Board of Governors of District of Columbia Bar
  • Member, Securities Regulation and Mergers & Acquisitions Committees, ABA
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Peter S. Golden is a corporate partner resident in Fried Frank’s New York office. He joined the Firm in 1980 and became a partner in 1986.

Mr. Golden’s practice focuses primarily on mergers and acquisitions and corporate governance and counseling. His practice spans: (i) public company mergers and acquisitions, including negotiated business combinations, asset acquisitions or divestitures, as well as contested acquisition transactions and proxy contests; (ii) private company transactions; (iii) representation of special committees of boards of directors in conflict-of-interest situations; (iv) defensive counseling, whether in response to unsolicited takeover proposals or as advance planning; (v) financial advisor representations; and (vi) private equity fund formation and investments, including acquisitions of control positions in private entities, non-controlling investments in public or private entities and co-investments with other equity funds.

Mr. Golden has advised special committees of the boards of companies including Cox Communications, Allied Waste Industries, Level 3 Communications, Chromcraft, ManorCare and GAF.

Mr. Golden is recognized by Legal 500 in M&A: Mega-Deals.

Education
  • Harvard Law School, J.D.
  • Yale University, B.A., M.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York
Associations
  • Member, Committee on Mergers, Acquisitions and Corporate Control Contest of the New York City Bar Association
 
Gregory GrossmanDLA Piper

Gregory S. Grossman

Firm: DLA Piper

Gregory Grossman, a partner at DLA Piper, Chicago, is a member of the firm’s Corporate and Securities group. He concentrates his practice on mergers and acquisitions, venture capital and other private equity transactions. His clients include multinational corporations, private equity funds, venture capital funds, emerging growth companies and other entities.

Within M&A, Gregory has represented buyers and sellers in all facets of mergers, acquisitions and dispositions, including auction-style sales processes. His significant experience also encompasses representing private equity funds and their portfolio companies in leveraged buyouts, refinancings and recapitalizations.

Additionally, Gregory has represented venture capital funds and emerging growth companies in various types of equity and debt investments, including seed and early-stage financings, late-growth equity investments and down-round restructurings.

His transactions regularly involve multi-disciplinary, cross-border teams that leverage strengths of DLA Piper’s worldwide platform.

Education
  • The George Washington University Law School, JD, high honors
  • Order of the Coif
  • University of Illinois at Urbana-Champaign, BS, high honors
Experience
  • DLA Piper, partner
  • Winston & Strawn LLP
  • Katten Munchin Rosenman LLP
Accreditations
  • Licensed to practice in Illinois
Associations
  • American Bar Association
  • Chicago Bar Association
 

Don D. Grubman

Firm: Hahn Hessen

Don’s practice encompasses mergers and acquisitions, business organization, and general corporate representation. In addition, he works regularly with Hahn & Hessen’s Bankruptcy Practice Group in structuring and implementing out-of-court workouts, reorganizations and asset sales in Chapter 11 cases.

Over the past several years, Don’s practice has focused on the corporate and M&A aspects of Chapter 11 cases and out-of-court workouts. He has been actively involved in the representation of the Creditors’ Committees in the ResMAE, New Century, American Home Mortgage, Aegis, Pillowtex, Cone Mills, American Classic Voyages, Joan and David, and Petrie Retail Chapter 11 cases.

Don is a member of the American Bankruptcy Institute and has served as Co-Chair and Education Director of the American Bankruptcy Institute's Asset Sales Committee. In addition, he served on the Advisory Board for the 2010 ABI Professional Development Program, which is a program designed for mid-level professionals in the restructuring field. Don has spoken on panels for organizations such as the Practicing Law Institute, the American Bankruptcy Institute and the Association of Commercial Finance Attorneys.

Education
  • State University of New York at Stony Brook, B.A. 1976
  • Columbia Law School, J.D. 1979
Experience
  • Hahn Hessen LLP
 
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
 

Ethan Horwitz

Firm: Carlton Fields Jorden Burt

Ethan Horwitz is a partner at Carlton Fields Jorden Burt with over 25 years of experience in intellectual property. He has advised clients and has litigated patent, trademark, trade dress, copyright and false advertising cases in the United States and internationally. Ethan is listed in Euromoney’s Guide to the World’s Leading Experts in Patent Law and Guide to the World’s Leading Experts in Trademark Law. He is the author of the treatise Horwitz on Patent Litigation (3 volumes), the treatise Patent Office Rules and Practice (13 volumes) and the treatise World Trademark Law & Practice (5 volumes). Ethan is also the editor of Intellectual Property Counseling and Litigation (7 volumes), and the author of numerous intellectual property articles and is a frequent lecturer around the world in intellectual property matters.

Education
  • St. John’s University School of Law, J.D.
  • New York University, M.S.
  • Polytechnic Institute, B.S.
Experience
  • Carlton Fields Jorden Burt
  • King & Spalding
  • Goodwin Procter LLP
  • Darby & Darby, P.C.
Accreditations
  • Licensed to practice before the United States Patent and Trademark Office, the Federal Circuit, the Second Circuit and the United States Supreme Court, and in New York
 

James C. Kardon

Firm: Hahn Hessen

James represents investors, entrepreneurs and investment bankers in the organization of companies, angel and venture capital private financings, private investments in public entities (PIPEs), initial public offerings, public company compliance, bankruptcy and other reorganizations, mergers and acquisitions, licensing, executive compensation and general corporate matters. His recent merger and acquisition work includes public company mergers, purchases and sales of private companies and purchases and sales of assets and businesses in bankruptcy. In addition, James and his group counsel private investment companies on private placements, securities law compliance and private investment. James has acted as counsel in international transactions, ranging from the organization of off-shore private equity funds to private equity investing in China, Canada, New Zealand, Pakistan and Georgia.

James’s representative transactions include several PIPEs (private investments in public entities) on behalf of investors, investment bankers and issuers, reverse mergers, acquisition and disposition of a cargo air business in bankruptcy, negotiation of equity interests for mezzanine lenders in bankruptcies, formation of financial advisory/information firms and joint ventures, financial advisory engagements, organization of joint ventures, investments in private equity funds, and preparation of private placements of securities for early stage companies and private equity funds.

James has spoken to client and industry groups, including the Practicing Law Institute, on various topics including PIPEs, issuance of equity in bankruptcy, down rounds, limited liability companies, equity kickers for lenders and legal ethics.

Education
  • Harvard College, B.A. 1971
  • New York University School of Law, J.D. 1978
Experience
  • Hahn Hessen LLP
 
Tom KleinGreenberg Traurig LLP

Thomas C. Klein

Firm: Greenberg Traurig LLP

Thomas Klein is a shareholder at Greenberg Traurig LLP, East Palo Alto, California. Focusing on start-up and venture capital transactions, mergers and acquisitions, and public company representation, Tom’s practice includes representation of companies in formation, private and public financing, domestic and international technology strategies, and mergers and acquisitions. He also has represented public and private companies in diverse industries, including software and hardware, Internet applications, services, content, telecommunications technology, semiconductors, biopharmaceuticals and medical devices, and venture capital.

Prior to joining Greenberg Traurig, Tom was with Wilson Sonsini Goodrich & Rosati, P.C. in Palo Alto. He has been an adjunct professor of law at Santa Clara University School of Law since the spring of 2001, a UC Berkeley Extension instructor since 2008, and, during the spring of 2006, was an adjunct lecturer in securities regulation at Stanford Law School.

Education
  • University of Chicago Law School, JD
  • Swarthmore College, BA, with honors
Experience
  • Greenberg Traurig LLP, shareholder
  • Wilson Sonsini Goodrich & Rosati, P.C.
Accreditations
  • Licensed to practice in California, and before the U.S. Court of International Trade and the U.S. Tax Court
Associations
  • Santa Clara University Law School, adjunct lecturer
  • Hiller Aviation Institute and Museum, advisory board member
  • Santa Clara University School of Law's High Tech Law Institute, advisory board member
  • Tynax, Inc., advisory board member
  • Joint Venture: Silicon Valley Network, board member
  • UC Berkeley Extension, Instructor
  • American Bar Association, Member
  • Hiller Aviation Institute and Museum, pro bono counsel
  • The Hotchkiss School, regional council member
  • Stanford University Law School (2006), adjunct lecturer 
 
Kandis KoustenisCloudigy Law PLLC

Kandis Koustenis

Firm: Cloudigy Law PLLC

Kandis Koustenis is an attorney with Cloudigy Law PLLC, an intellectual property and technology law firm in McLean, Virginia. Kandis has extensive experience in trademark litigation, prosecution and counseling, as well as litigation and counseling in the related areas of copyright, design patent and advertising law.

Before joining Cloudigy Law, Kandis served as in-house counsel in charge of the global intellectual property programs and portfolios for Toys “R” Us and Kenneth Cole. Prior to her in-house experience, Kandis was a senior IP litigator and counselor in the New York offices of Darby & Darby PC and Goodwin Procter LLP. With her diverse mix of private practice, in-house, and strategic consulting experience, Kandis brings a business and strategy-focused perspective to her litigation and counseling practice.

Education
  • Georgetown University Law Center, JD, cum laude
  • The University of Virginia, BA
Experience
  • Cloudigy Law PLLC
  • Toys “R” Us, Inc.
  • Kenneth Cole Productions, Inc.
  • Goodwin Procter LLP
  • Darby & Darby PC
Accreditations
  • Licensed to practice in New York and the District of Columbia
Associations
  • International Trademark Association
  • New York City Bar Association
 
Reed Smith

Vincent Martorana

Firm: Reed Smith LLP

Vincent R. Martorana is Counsel in the Corporate & Securities Group with Reed Smith’s New York office. His practice includes the representation of clients in domestic and cross‐border mergers, stock and asset acquisitions and divestitures, joint ventures, strategic alliances, licensing arrangements, corporate restructurings, private equity investments, and securities offerings. He also regularly provides advice on corporate governance and state laws governing business entities (including Delaware and New York corporate, partnership, and limited liability company law). Vincent has represented a wide range of clients—from start‐up and early‐stage companies to well‐established enterprises—in various industries, including technology, healthcare, pharmaceutical products, and consumer products.

Vincent has extensive experience providing advice on contract drafting, analysis, and interpretation relating to disputes, settlements, and negotiated transactions. He has presented his continuing legal education contract‐drafting courses for in‐house legal departments and at various other venues, including Practising Law Institute, Strafford Webinars, The Business Development Academy, the National Academy of Continuing Legal Education, Commercial Law WebAdvisor, the American Bar Association, the New York State Bar Association, the New York City Bar Association, the New York County Lawyers Association, the Brooklyn Bar Association, the Suffolk County Bar Association, and the Westchester County Bar Association.

He is also the author of Drafting Points (www.draftingpoints.com), a blog that is dedicated to contract‐drafting issues, and is the co-author of the Reed Smith white paper, A Guide to Contract Interpretation (October 2013).

Education
  • University of Chicago Law School, J.D.
  • The Wharton School of Business at the University of Pennsylvania, B.S.,magna cum laude
Experience
  • Reed Smith LLP
 
Libby RaymondMayer Brown LLP

Libby Raymond

Firm: Mayer Brown LLP

Elizabeth "Libby" Raymond is a partner in Mayer Brown LLP’s Chicago and New York offices. She is currently global firm practice leader for the corporate and securities practice and co-head of the Financial Institutions M&A Group. She focuses her practice on mergers and acquisitions for financial institutions, including banks, finance companies, asset managers and hedge fund/private equity investors.

Libby has extensive familiarity with the underlying financial products and services of financial institutions, including the structures, risks and regulatory issues that relate to these financial products and services. Recent transactions include sales of non-core assets and businesses by financial institutions, strategic investments in distressed assets and funds and fund managers focused on financial assets, and M&A of mortgage, auto finance, student loan and credit card businesses.

Education
  • Princeton University, BA, summa cum laude
  • University of Cambridge, Clare College, MA
  • New York University School of Law, JD
Experience
  • Mayer Brown
Accreditations
  • Licensed to practice in Illinois and New York
Associations
  • American Bar Association, Business Law Section
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Philip Richter is co-head of the Firm's Mergers and Acquisitions Practice. He joined the Firm in 1994 and became a partner in 2002.

Mr. Richter represents clients in mergers and acquisitions transactions involving both public and private companies, minority investments, proxy fights and unsolicited proposals, and strategic partnerships and joint ventures. He also advises on corporate governance issues, defensive strategy, securities law compliance and other corporate matters, and frequently represents investment banking firms serving in a financial advisory role. Matters in which he has been involved include the sale of Abraxis BioScience Inc. to Celgene Corporation (for which he was recognized by American Lawyer as “Dealmaker of the Week”); the merger of Merck & Co. Inc. and Schering-Plough Corporation; the unsolicited tender offer and related proxy fight for International Rectifier Corporation by Vishay Intertechnology; the acquisition by Fresenius SE of APP Pharmaceuticals Inc.; a proxy fight involving Media General Inc.; the sale of Dow Jones & Co. Inc. to News Corporation; the merger of BellSouth Corporation and AT&T Inc.; the unsolicited offer (and related proxy fight) by a consortium of investors to acquire Beverly Enterprises Inc.; and American BioScience Inc.'s merger with its affiliate, American Pharmaceutical Products Inc., to form Abraxis BioScience Inc.

Mr. Richter was profiled in “Up and Comers of the Deal Economy,” a special report published by The Deal.

Mr. Richter is consistently recognized by Chambers USA: America's Leading Lawyers for Business as a leading individual in Corporate/M&A. He is also recognized by Chambers Global: The World's Leading Lawyers for Business as a leading individual in Corporate/M&A. He is consistently recognized by Legal 500 in M&A: Mega-Deals, and has been recognized in Financial Services: Regulatory.

Education
  • Columbia Law School, J.D.
  • Yeshiva University, B.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York
Associations
  • Member, Board of Editors, The M&A Lawyer
  • Member, American Bar Association
  • Member, Advisory Board, DealLawyers.com
 

Melissa Sawyer

Firm: Sullivan & Cromwell LLP

Melissa Sawyer is a partner in the General Practice group at Sullivan & Cromwell LLP, New York. Her practice is focused on a variety of corporate governance, mergers and acquisitions (M&A) and private equity matters, domestic and international.

Experienced in takeover offense and defense, poison pills, assets sales, auctions, joint ventures, crafting earn-outs, special committee representations and representing individual significant shareholders in connection with M&A transactions, Melissa’s experience also extends to multiple industries, including healthcare and life sciences, insurance, financial services, consumer goods and manufacturing.

She was recently recognized by M&A Advisor in the publication’s 2012 annual “40 Under 40” ranking as one of 40 top professionals who reached a significant level of success in their careers under the age of 40. Additionally, Melissa was featured in The New York Times® “The Facebook® of Wall Street’s Future” as one of roughly 100 people 40 years old or younger who make up the “next generation of dealmakers,” and in New York Super Lawyers as a Rising Star for Mergers & Acquisitions, Corporate Governance and Compliance, and Business/Corporate. Currently, Melissa is an adjunct professor at Columbia Law School.

Education
  • University of Virginia School of Law, JD
  • Washington and Lee University, BA
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association
  • New York City Bar Association
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Robert C. Schwenkel is co-chair of Fried Frank's Corporate Department and global head of the Firm's M&A and Private Equity Practices. He joined the Firm in 1982 and became a partner in 1989.

Mr. Schwenkel has a diverse transactional corporate practice concentrating in private equity transactions and mergers and acquisitions. Representative clients include Goldman, Sachs & Co.; Permira Advisers LLP; KKR; Appaloosa Management LP; and Citadel Investment Group. He also frequently represents private equity sponsors in “club” transactions and portfolio companies of private equity investors.

He is a frequent speaker on private equity and dealmaking trends at leading industry conferences and continuing education programs. Mr. Schwenkel recently spoke at Dow Jones' Annual Private Equity Analyst Conference regarding “Market and Non-Market Risks: Key Considerations for Crossborder Investments.” He is also an adjunct professor at Hofstra University School of Law, where he teaches a course on private equity fund formation and transactional issues. Mr. Schwenkel is consistently recognized by Chambers Global: The World's Leading Lawyers for Business and Chambers USA: America's Leading Lawyers for Business as a leading individual in Private Equity: Buyouts. He is also consistently recognized by Legal 500 in Private Equity Buyouts (Leading Lawyer) and M&A: Mega-Deals (Leading Lawyer).

Education
  • University of Buffalo Law School, J.D.
  • Buffalo State College, M.S.
  • University of Buffalo, B.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York
 
Scott L. SemerDavies Ward Phillips & Vineberg LLP

Scott L. Semer is a partner at the New York office of Canadian-based Davies Ward Phillips & Vineberg LLP. He specializes in the taxation of cross-border investments, mergers and acquisitions, and real estate joint ventures.

Scott is an adjunct professor at Columbia Law School where he teaches a seminar called the Deals Workshop, which examines how complex commercial transactions are designed to share risks and rewards to maximize each deal participant’s opportunities to succeed.

A graduate of Columbia Law School, where he was Review and Essay Editor of the Columbia Law Review, and New York University’s Tisch School of the Arts, where he was a film major, Scott is the co-author of Structuring Real Estate Joint Ventures with Private REITs and his articles appear regularly in a variety of journals.

Education
  • Columbia University School of Law, J.D.
  • Tisch School of Arts at New York University, B.F.A.
Experience
  • Davies Ward Phillips & Vineberg
 
Claudia SimonPaul Hastings

Claudia K. Simon

Firm: Paul Hastings

Claudia Simon is a partner at Paul Hastings LLP, Los Angeles, California.  She has extensive experience representing public and private clients in mergers and acquisitions transactions, including tender offers, stock acquisitions, asset acquisitions, joint ventures, divestitures, cross-border acquisitions, auction transactions, defensive strategies and going-private transactions.  

Claudia also represents investment banking firms in connection with their roles as financial advisors in mergers and acquisitions.  In addition to her work in the acquisitions arena, Claudia handles securities and general corporate law matters. 

Education
  • University of San Diego School of Law, JD, magna cum laude
  • San Diego Law Review
    Order of the Coif
  • University of California at Berkley, BA, cum laude
Experience
  • Paul Hastings LLP, partner
Accreditations
  • Licensed to practice in California
Associations
  • American Bar Association, member of the Committee on Mergers and Acquisitions; serves on the working group for the Strategic Buyer/Public Company Target Deal Points Study and the Private Target Deal Points Study 
 
Fried, Frank, Harris, Shriver & Jacobson LLP

David N. Shine is co-head of the Firm's Mergers and Acquisitions Practice. He joined the Firm as an associate in 1986 and became a partner in 1994.

Mr. Shine's practice is focused on mergers and acquisitions, private equity investments, joint venture transactions and private equity fund formation. He has substantial experience in the aerospace and defense, energy, healthcare, telecom and financial services industries. Representative clients include Merck & Co., Inc.; Northrop Grumman Corporation; GE Capital; Medco Health Solutions, Inc.; and Vodafone Group Plc. In 1992, Mr. Shine served as General Counsel of Motts USA, a division of Cadbury Schweppes plc, before rejoining Fried Frank in 1993.

He was named a “Dealmaker of the Week” by The American Lawyer for his role advising Merck in its US$41 billion merger with Schering-Plough. Mr. Shine is consistently recognized as a leading individual by Chambers USA: America's Leading Lawyers for Business and Chambers Global: The World's Leading Lawyers for Business in Corporate/M&A. He is also consistently recognized by Legal 500 in M&A: Mega-Deals.

Mr. Shine has written articles addressing a range of legal topics including best efforts obligations in mergers and acquisitions transactions, material adverse change considerations for strategic acquirers, and the applicability of anti-assignment clauses in reverse triangular mergers. His articles have appeared in The M&A Lawyer and GC New York, among others. He is a member of the American Bar Association.

Mr. Shine is a director of New Classrooms Innovation Partners, a not-for-profit K-12 education reform company, which provides multi-modal learning to public school students in four states.

Education
  • New York University School of Law, J.D.
  • Columbia University, B.A.
Experience
  • Fried Frank
  • General Counsel, Motts USA
Accreditations
  • Licensed to practice in New York
Associations
  • Member, American Bar Association
 
Fried, Frank, Harris, Shriver & Jacobson LLP

John Sorkin is a corporate partner resident in Fried Frank's New York office. He joined the Firm as a partner in 2007.

Mr. Sorkin focuses his practice on domestic and cross-border merger and acquisition transactions and leveraged buyouts, as well as advisory work related to corporate governance. His experience spans corporate transactions, including public and private mergers and acquisitions, acquisitions of assets in bankruptcy, proxy contests, spin-offs, exchange offers and representation of financial advisors in a wide range of corporate transactions. He has represented private equity funds and their portfolio companies in numerous transactions. Mr. Sorkin has spoken on mergers and acquisitions and tender offers at the New York City Bar Association and other continuing education programs.

Mr. Sorkin is recognized by Chambers USA: America's Leading Lawyers for Business as a leading individual in Corporate/M&A.

Education
  • University of Chicago Law School, J.D.
  • Yale University, B.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York
 
Jeffrey TaftMayer Brown LLP

Jeffrey Taft

Firm: Mayer Brown LLP

Jeffrey Taft is a partner in Mayer Brown’s Washington DC office and a member of the Financial Services Regulatory and Enforcement group.  His practice focuses primarily on bank regulation, bank receivership and insolvency issues, payment systems, consumer financial services, privacy issues and anti-money laundering laws.

He has extensive experience counseling financial institutions, merchants and other entities on various federal and state banking and consumer credit issues, including compliance with the Bank Holding Company Act, Consumer Financial Protection Act, Truth-in-Lending Act, the Fair Credit Reporting Act, the Electronic Fund Transfer Act, the Equal Credit Opportunity Act, the Fair Debt Collection Practices Act, the Real Estate Settlement Procedures Act, state and federal UDAP/UDAAP statutes,  and anti-money laundering laws; and the creation and implementation of privacy and information security programs under Title V of the Gramm-Leach-Bliley Act and state privacy laws.

Jeff regularly represents banks, finance companies, trust companies and other financial service providers on regulatory matters, including the development and operation of multi-state deposit and lending programs. He has also advised merchants and financial services companies on issues relating to credit cards, debit cards, gift cards, virtual currencies, wire and ACH transactions and other payment products.

Education
  • Tulane University, BA
  • University of Pittsburgh School of Law, JD, cum laude
  • Harvard Law School, LLM
Experience
  • Mayer Brown
Accreditations
  • Licensed to practice in DC, New York and Ohio
Associations
  • Governing Committee Member, Conference on Consumer Finance Law
 
Carolyn J. VardiWhite & Case LLP

Carolyn J. Vardi

Firm: White & Case LLP

Carolyn Vardi, a partner at White & Case LLP, New York, is in the M&A practice group and chair of the Firm's New York Lawyers Committee.

Carolyn represents buyers and sellers in domestic and international public and private mergers and acquisitions, including joint ventures and equity co-investments. This involves the representation of domestic and international corporate clients in a broad range of industries, private equity funds, and commercial banks and their private equity affiliates.

Her practice is particularly focused on representing private equity firms with respect to their acquisitions and dispositions of portfolio companies. She has also advised on bankruptcy related matters and regularly counsels clients on general corporate matters and corporate governance.

In 2011, Carolyn was named to The M&A Advisor’s "40 Under 40" list of outstanding lawyers. She also is listed as a “Leading Lawyer” for both M&A and private equity in the United States in Euromoney’s Banking Finance and Transactional Expert Guide (2012); Euromoney's Expert Guide to Women in Business Law (2012); and was named a "Rising Star" for M&A in SuperLawyers Metro Edition (2012).

Carolyn frequently provides sought-after M&A thought leadership over a wide range of platforms, including publications and presentations to industry groups. She recently co-authored "Private equity in International Franchising" in the International Journal of Franchising Law, Volume 11, Issue 1, 2013. In addition, she serves an adjunct professor at Fordham University School of Law.

Education
  • Columbia Law School, JD
  • Yale University, BA, cum laude
Experience
  • White & Case LLP, partner
Accreditations
  • Licensed to practice in New York
 
Fried, Frank, Harris, Shriver & Jacobson LLP

Gail Weinstein is senior legal counsel, resident in the Firm's New York office. She joined the Firm in 1983, and was a partner in the Firm’s Corporate Department from 1991 through 2003.

Ms. Weinstein’s practice focused on mergers and acquisitions involving public and private companies, in both contested and negotiated transactions. She also provided corporate governance and other advice to boards of directors, special committees, and controlling stockholders. She was the lead attorney on numerous transactions involving BellSouth Corporation and Dow Jones & Co. throughout the 1980s and 1990s.

Education
  • University of Minnesota Law School, J.D
  • Carleton College, B.A.
Experience
  • Fried Frank
Accreditations
  • Licensed to practice in New York
Associations
  • Former trustee and treasurer, Barnard Foundation, a charitable organization that funds educational scholarships for disadvantaged New York City youths
  • Former member, Board of Advisors to the Dean of the University of Minnesota Law School
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