Lexis Practice Advisor®—Mergers & Acquisitions

Contributing Authors & Firms

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

 
Mayer Brown LLP

Edward Best

Firm: Mayer Brown LLP

Edward Best is a partner in Mayer Brown’s New York office and is the co-leader of the firm’s Capital Markets and Financial Institutions groups and serves on Mayer Brown’s Partnership Board. He is widely recognized as one of the nation’s leading capital markets attorneys. Eddie’s experience includes:

Capital Markets. Representing issuers and underwriters in connection with public and Rule 144A offerings of debt, equity, convertible and hybrid securities in the US and Europe; continuously offered debt and equity programs; liability management transactions, including equity and debt self-tenders, exchange offers, and consent solicitations; particular emphasis on offerings by financial institutions, including banks, insurance companies, brokers and specialty finance companies, and cross-border offerings.

Mergers and Acquisitions. Counseling buyers, sellers, and financial intermediaries in connection with public and private acquisitions, joint ventures, divestitures, mergers, tender offers, and proxy contests.

General Corporate Practice. Advising companies regarding Securities Act and Exchange Act compliance, NYSE and NASDAQ compliance, corporate governance, and Sarbanes-Oxley Act matters.

Chambers USA noted that “Edward Best’s ‘extremely quick mind’ makes him a popular figure among lawyers and clients alike. ‘He is never stumped by a question . . ..’” Eddie has been described as “Aptly named, as he’s one of the best in town,” and as “A ’stand-out debt and equity’ lawyer.” Legal500 recommended Eddie in “Capital Markets — Debt Advice to Issuers” and “Capital Markets — High-Yield - Advice to Managers,” noting that Eddie is “chief amongst [Mayer Brown’s excellent partners].” Eddie is also listed in Who’s Who Legal, Best Lawyers in America for Securities Law, the Guide to the World’s Leading Capital Market Lawyers, The International Who’s Who of Capital Markets Lawyers (2007), and the International Who’s Who of Business Lawyers (2008). In addition, he has been named among the “Leading Lawyers” in Illinois in the categories of Corporate Finance Law, Mergers and Acquisitions Law, and Securities and Venture Finance Law.

Education
  • Loyola University Chicago School of Law, JD, cum laude, Research Editor, Loyola University of Chicago Law Journal
  • University of Illinois at Urbana-Champaign, AB
Experience
  • Mayer Brown LLP
Accreditations
  • Licensed to Practice in Illinois
Associations
  • American Bar Association, Sub-committee on Federal Regulation of Securities
 
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 
 

Annemargaret Connolly

Firm: Weil, Gotshal & Manges LLP

Annemargaret Connolly is a partner based in the Washington D.C. office of Weil, Gotshal & Manges LLP. She is the head of Weil’s Environmental practice, a leader of Weil’s Climate Change Practice Group, and a member of the Firm’s hydraulic fracturing task force. She advises clients on a wide range of global environmental compliance and liability issues, most notably in the context of mergers & acquisitions, real estate transfers, financing transactions and infrastructure projects.

She also works closely with the Firm’s European and Asian offices on cross-border transactions, assisting in identifying and allocating environmental risks and educating foreign clients on potential issues raised by global environmental movements. She undertakes and oversees due diligence assessments, retains and works with consultants, engineers and other environmental professionals to quantify potential liabilities, and drafts and negotiates contract language to effectively allocate the risk of environmental liabilities between the parties. She also advises on disclosure issues in the preparation of financial statements and public securities filings and negotiates transaction-specific environmental insurance transactions.

In addition, Ms. Connolly counsels clients on a variety of environmental and health and safety topics including climate change, renewable energy projects and concerns, compliance with hazardous waste and hazardous material, wastewater and air emission requirements, occupational safety issues, asbestos, mold and other building concerns, as well as shareholder, successor and lender liability.

She is consistently recognized by Chambers USA, Legal 500 US and Best Lawyers in America as a leading environmental attorney for corporate transactions.

Education
  • George Washington University Law School, J.D.
  • Syracuse University, B.A. and B.S.
Experience
  • Weil, Gotshal & Manges LLP
Accreditations
  • Licensed to practice in the District of Columbia and the Commonwealth of Massachusetts
Associations
  • Vice Chair of the Board of Directors of DC Appleseed Foundation
  • Member of the George Washington University Athletes Board of Advisors.
  • Member of Law360 2016 Environmental editorial advisory board
 
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  
 

Robert Eberschlag

Firm: Norton Rose Fulbright

Robert Eberschlag focuses on corporate finance, securities law, and mergers and acquisitions. He advises issuers, investment banks and institutional investors in connection with public and private offerings, reverse takeovers, qualifying transactions and corporate governance and compliance matters. He has particular expertise in Canadian and international mining, energy, and oil and gas transactions, including joint venture, property acquisition and royalty transactions.

Education
  • University of Victoria, LL.B., 1998
  • Dalhousie University, M.A., 1994
  • Queen's University, B.A. (Hons.), 1993
Experience
  • Acted for ArcelorMittal in its agreement to sell a 15% interest in its wholly owned subsidiary, ArcelorMittal Mines Canada, for $1.1 billion to a consortium led by South Korea's POSCO and Taiwan's China Steel Corporation
  • NCE Diversified Flow-Through (13) Limited Partnership in its offering of units, which raised gross proceeds of approximately C$114 million
  • Zaruma Gold Mining Ltd. in its US$25 million equity investment by subscription receipts in Red Tiger Mining Inc. and the restructuring of Red Tiger in conjunction with a $25 million loan from Deutsche Bank to Red Tiger
  • Condor Petroleum Inc. in its C$80 million initial public offering and listing on the TSX
  • Alange Energy Corp. in its $100 million acquisition of Prospero Hydrocarbons Inc. and in a C$140 million financing and listing on the TSXV
  • Pacific Stratus Energy Ltd. in its C$2.5 billion merger via three-cornered amalgamation with Petro Rubiales Energy Corp. pursuant to a plan of arrangement, to form Pacific Rubiales Energy Corp.
Accreditations
  • Ontario, 2000
Associations
  • Ontario Bar Association (including the Natural Resources and Energy Law Section and the International Law Section)
  • Prospectors and Developers Association
  • Rocky Mountain Mineral Law Foundation
 
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 is Co-Chair of both the firm’s M&A Practice Group and Opinion Committee. 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
 

Thomas D. Goslin

Firm: Weil, Gotshal & Manges LLP

Thomas D. Goslin is counsel based in the Washington D.C. office of Weil, Gotshal & Manges LLP. He focuses on a wide range of environmental, energy, and other regulatory concerns in the context of mergers and acquisitions, private equity investments, financing transactions, infrastructure projects and corporate restructurings. He has extensive experience with environmental and regulatory liability and risk allocation issues, drafting and negotiating contract terms, managing due diligence, and administrative and judicial proceedings to obtain regulatory approvals necessary to close client transactions. Mr. Goslin has been involved with teams representing a wide range of clients in a variety of industries, particularly the renewable and traditional power generation, oil and gas, natural resources, infrastructure, and automotive industries.

Mr. Goslin also assists clients in identifying business opportunities and risks arising from proposed changes to federal and state legislation and regulation, with respect to renewable energy development and greenhouse gas emissions. He is a leader of Weil’s Climate Change practice group, has published numerous articles, and has been interviewed by several publications concerning renewable energy development and the legal ramifications of climate change.

Education
  • American University Washington College of Law, J.D
  • John Carroll University, B.A.
Experience
  • Weil, Gotshal & Manges LLP
Accreditations
  • Licensed to practice in the District of Columbia and Pennsylvania
Associations
  • Vice Chairman of the American Bar Association Renewable, Alternative, and Distributed Energy Resources Committee
 
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 LLP

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
 
Mayer Brown LLP

Larry Hamilton

Firm: Mayer Brown LLP

Larry Hamilton is a partner in Mayer Brown’s Corporate & Securities practice and Insurance Industry Group in Chicago. He focuses his practice on mergers, acquisitions and regulatory compliance of insurance companies and investment companies, both in the United States and in offshore markets. In addition, he regularly advises clients in connection with reserve financings, insurance-linked securities, pension de-risking transactions and public and private offerings of equity, fixed-income and hybrid securities.

Larry has a 50-state insurance regulatory practice and has extensive experience negotiating directly with insurance regulators, helping clients overcome regulatory obstacles and gain approval for their proposed forms of business arrangements. Larry is also part of Mayer Brown’s Insurance and Capital Markets Convergence subgroup, which uses the combined talents of the firm’s insurance and structured finance practitioners to ensure that transactions take into account the customs and expectations of both markets. He regularly advises US and European financial institutions on the insurance regulatory issues associated with complex capital market and derivative structures, including techniques such as credit derivatives, “transformer” vehicles, synthetic CDO bonds, collateral trusts and special purpose reinsurance companies. Larry has been recognized by Chambers USA as among “America’s Leading Lawyers for Business” since 2009, and the 2010 edition praised him for his “knowledgeable, thorough and prompt” approach. According to Chambers USA 2009, he is “the standout name in the firm’s insurance [transactional and regulatory] practice.” Larry has also been named to the 2012 lists of Illinois Super Lawyers and “Best Lawyers in America.” Larry joined Mayer Brown in 1996.

Education
  • The University of Chicago Law School, JD, with honors
  • Order of the Coif; Joseph Henry Beale Prize for legal research and writing Harvard College, AB, summa cum laude
  • Phi Beta Kappa
Experience
  • Mayer Brown LLP
Accreditations
  • Licensed to Practice in Illinois and US District Court for the Northern District of Illinois
Associations
  • American Bar Association
 
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 LLP

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
 
Mayer Brown LLP

Magnus Karlberg

Firm: Mayer Brown LLP

Magnus Karlberg is a corporate associate in Mayer Brown’s New York office concentrating on domestic and international mergers and acquisitions, joint ventures, private equity, securities and general corporate matters. He advises corporations, financial institutions, private equity firms and other clients in a wide range of industries, with particular focus on the health & nutrition, life science and insurance sectors.

Magnus has been a secondee with Nestlé in Switzerland and MetLife in New York and is a law school guest lecturer on mergers and acquisitions and private equity matters.

Education
  • Harvard Law School, LLM
  • University of Gothenburg, JD, summa cum laude
Experience
  • Mayer Brown LLP
  • Nestlé
  • MetLife
Accreditations
  • Licensed to Practice in New York
 

Ryan Keays

Firm: Norton Rose Fulbright

Ryan Keays practises primarily in the area of energy and resources but also focuses on business law and corporate and commercial law. He advises clients on a broad range of corporate and commercial matters, with a specific focus on energy sector matters, both domestically and internationally.

His practice has included representing clients in oil and gas asset acquisitions and divestitures, share acquisitions and divestitures, negotiation of production sharing contracts and other host government contracts, financings, gas marketing arrangements, pipeline transportation arrangements, negotiation of farm-in agreements and joint venture agreements, oil and gas lease negotiation and interpretation matters, royalty matters and other contractual and operational matters in the oil and gas industry.

Mr. Keays’ international experience includes advising oil and gas companies entering and operating in a number of jurisdictions in North and Central America, North and Central Africa, Europe and the Middle East.

Education
  • Dalhousie University, LL.B., 2005
  • Dalhousie University, Business Law Certificate, 2005
  • Acadia University, B.ASc., 2001
  • Acadia University, C.A.S., 2001
Accreditations
  • Alberta, 2006
Associations
  • Canadian Bar Association
  • Law Society of Alberta
  • Co-Instructor, seminar on rights of first refusal, Canadian Association of Petroleum Land Administrators
  • Canadian Energy Law Foundation
 

Thomas C. Klein

Firm: Persistent Systems Ltd.

Thomas Klein is General Counsel, SVP - Corporate Development , and Head of Persistent Ventures at Persistent Systems Inc. a U.S. subsidiary of Persistent Systems Ltd., a publicly traded company listed on the Mumbai Stock Exchange. From 1989 to 2008, he was first an associate and then a partner at Wilson Sonsini Goodrich & Rosati, P.C. Palo Alto, California, and from 2008 until 2014, he was a shareholder at Greenberg Traurig LLP, East Palo Alto, California. Prior to assuming his roles at Persistent Systems Inc., his practice focused on start-up and venture capital transactions, mergers and acquisitions, and public company representation, and included the representation of companies in formation, private and public financing, domestic and international technology strategies, and mergers and acquisitions. He also 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.

Tom 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
  • Persistent Systems Ltd., General Counsel, SVP - Corporate Development
  • 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
 
Gibson, Dunn & Crutcher LLP

Rashida K. La Lande

Firm: Gibson, Dunn & Crutcher LLP

Rashida K. La Lande is a partner in the New York office of Gibson, Dunn & Crutcher. Ms. La Lande’s areas of practice include mergers and acquisitions, leveraged buyouts, private equity deals and joint ventures. She has over 13 years of experience representing companies and private equity sponsors in the consumer products, retail, e-commerce and technology industries. Ms. La Lande is also a member of several Gibson Dunn committees, including the Hiring Committee, the Diversity Committee and the Compensation Committee.

Clients retain Ms. La Lande when they need effective, high-quality and solution-oriented representation for complex commercial deals. Her experience representing both sponsors and strategic buyers and sellers gives her invaluable insight into today’s market, where understanding deal competition and the pressures affecting the opposing side are key factors in getting to closing.

Ms. La Lande received her Juris Doctor from Columbia University School of Law in 1998 and her Bachelor of Arts from Harvard/Radcliff College in 1995. In 2008 at the ABA’s Annual Convention, Ms. La Lande Participated as a panelist on ‘Due Diligence and Closings in the Digital Age—Analysis of Tools, Ancient and Modern, for Investigating Your Target and Closing Your Deal.’ Since 2009, she has served as a moderator at the annual Pennsylvania State University’s ‘Corporate, Securities, and Related Aspects of Mergers and Acquisitions’ conference. Ms. La Lande is a member of the Corporations Law Committee of the NYC Bar.

Education
  • Columbia University J.D., 1998
  • Harvard University B.A., 1995
Experience
  • Gibson, Dunn & Crutcher; Partner and member of Hiring Committee, the Diversity Committee and the Compensation Committee.
Accreditations
  • Licensed to practice in New York
Associations
  • NYC Bar Association, Corporations Law Committee
 

Vincent Martorana

Firm: KPMG LLP

Vincent R. Martorana is Assistant General Counsel with KPMG LLP, the US member firm of the KPMG International network of independent firms. He has extensive experience providing advice with respect to commercial contracts, 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.

Vincent also regularly provides 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, Commercial Law WebAdvisor, Strafford Webinars, The Business Development Academy, the National Academy of Continuing Legal Education, 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 several articles on contract drafting and interpretation and is the author of the Reed Smith LLP white paper, A Guide to Contract Interpretation (July 2014).

Vincent received a J.D. from the University of Chicago Law School and a B.S. in Economics (with concentrations in Finance and Operations &Information Management), magna cum laude, from the Wharton School at the University of Pennsylvania.

Education
  • University of Chicago Law School, J.D.
  • The Wharton School of Business at the University of Pennsylvania, B.S., magna cum laude
Experience
  • KPMG LLP
  • 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
 
Equity Risk Partners

Kirk Sanderson

Firm: Equity Risk Partners

Mr. Sanderson has more than ten years of M&A and transaction advisory experience and is responsible for overseeing the Transaction Risk / M&A Insurance Practice at Equity Risk Partners. Mr. Sanderson directs the strategic planning, business development and delivery of Transaction Risk programs, such as representations and warranties insurance, tax liability and tax credit insurance, and other contingent liability insurance solutions on behalf of Equity Risk’s private equity, corporate and legal clients.

Prior to joining Equity Risk Partners in 2014, Mr. Sanderson spent seven years in Aon’s M&A Solutions (AMAS) group, most recently helping to build Aon’s Transaction Solutions team focused primarily on structuring representations and warranties insurance for Aon’s private equity, legal and corporate clients. Mr. Sanderson’s previous responsibilities at Aon included leading the strategy and innovation for the Global M&A Solutions team, a $120M global practice group, through corporate development, business transformation and other high-profile client and product delivery initiatives.

Mr. Sanderson was a recipient of the 5th Annual 40-Under-40 M&A Advisor Recognition Awards for his contribution to the M&A community through structuring representations and warranties insurance solutions. He has been a speaker and panelist at the Association for Corporate Growth (ACG) and other numerous events in regards to his knowledge in this space. Mr. Sanderson graduated with an MBA in Strategy and Finance from Bentley University.

Education
  • Bentley University, MBA Strategy and Finance
Experience
  • Equity Risk Partners
  • Aon Corp.
  • BearingPoint
  • Raytheon Company
Associations
  • Association for Corporate Growth (ACG) - Member
  • Turnaround Management Association (TMA) - Member
 

Melissa Sawyer

Firm: Sullivan & Cromwell LLP

Melissa Sawyer is a partner in the M&A 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. SemerTorys LLP

Scott L. Semer

Firm: Torys LLP

Scott L. Semer is a partner at the New York office of Canadian-based Torys LLP. He specializes in advising foreign pension funds, private equity funds, and in the taxation of cross-border investments and derivatives, 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
  • Torys LLP
 

David Shaw

Firm: Blake, Cassels & Graydon LLP

David’s practice focuses on mergers and acquisitions, franchising and distribution arrangements, international and domestic joint ventures and reorganizations. His experience includes structuring and negotiating various complex commercial agreements, including share purchase, asset purchase, shareholder, partnership, joint venture, franchising, distribution, licensing, outsourcing and service. He also provides legal advice relating to day-to-day commercial matters for public and private corporate clients.

David has co-ordinated a wide range of post-closing regulatory matters, as well as post-acquisition restructuring and rationalization to help clients effectively integrate recently acquired businesses.

He also regularly advises clients in a wide range of industries on franchise law matters, including the negotiation and preparation of master franchise agreements, area development agreements, single-unit franchise agreements, disclosure documents and related documentation, as well as advising and assisting clients with respect to system rebranding, regulatory compliance, franchise acquisitions and divestitures and terminations. David was selected for inclusion in the 2013, 2014 and 2015 editions of Best Lawyers in Canada in the practice area of Franchise Law. He was also recognized as a recommended practitioner of franchising law in The Canadian Legal Lexpert Directory 2014.

Education
  • University of Toronto, M.B.A., 2000
  • University of Toronto, LL.B., 2000
  • McGill University, B.A. (Hons.), 1993
Experience
  • Belron, owners of the Apple Auto Glass® and Speedy Glass® franchise systems, and other franchised businesses in Canada and internationally, in relation to the positioning of franchise systems and franchise locations, regulatory compliance and the preparation of franchise documentation
  • Ericsson Canada in connection with its acquisition of BelAir Networks, ConceptWave Software and Telcocell
  • Rockstar Bidco, a consortium of technology companies including, and Ericsson in the $4.5 billion USD purchase at auction of Nortel Networks' portfolio of over 6,000 patents
  • Ericsson in its $1.13 billion USD acquisition of Nortel's CDMA and LTE businesses, its $70 million USD acquisition of Nortel's North American GSM business, and in its $65 million USD acquisition of Nortel's multi-service switch (Passport) business
  • Major League Soccer in connection with its Vancouver and Montréal expansion
  • Global Banking Corporation on its proposed acquisition of an 11% stake in S Tel, India, a joint venture telecom company established between Batelco (Bahrain) and the Siva Group (India)
  • Infor Global Solutions in connection with its acquisition of Workbrain Corporation through a plan of arrangement
  • Labatt Brewing in connection with its acquisition of Lakeport Brewing Income Fund through a public takeover bid
Accreditations
  • Ontario, 2002
Associations
  • Executive, Franchise Law Section, Ontario Bar Association
  • Canadian Franchise Association (including the Legal and Legislative Affairs Committee and Legislation and Regulations Subcommittee)
  • Forum on Franchising, American Bar Association
 
Paul Hastings

David N. Shine

Firm: Paul Hastings LLP

David N. Shine is chair of the New York Mergers and Acquisitions practice at Paul Hastings.

Mr. Shine’s practice focuses on mergers and acquisitions, private equity investments, and joint venture transactions. He has substantial experience in the aerospace and defense, energy, healthcare, telecom and financial services industries. Representative clients have included Merck & Co., Inc.; Northrop Grumman Corporation; GE Capital; Medco Health Solutions, Inc.; and Vodafone Group Plc.

Prior to joining Paul Hastings, Mr. Shine was the co-head of the Global Mergers and Acquisitions practice at another international law firm. From 1992-93, he served as General Counsel of Motts USA, a division of Cadbury Schweppes plc.

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
  • Paul Hastings
  • General Counsel, Motts USA
Accreditations
  • Licensed to practice in New York
Associations
  • Member, American Bar Association
 
Claudia SimonPaul Hastings

Claudia K. Simon

Firm: Paul Hastings LLP

Claudia Simon is a partner at Paul Hastings LLP and vice-chair of the Los Angeles office.  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

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
 
Reb WheelerMayer Brown LLP

Reb Wheeler

Firm: Mayer Brown LLP

Reb Wheeler is a partner in Mayer Brown’s New York office. His practice is focused on mergers and acquisitions, joint ventures, private equity, securities and general corporate matters. He advises entrepreneurs, corporations, banks and other financial institutions, private equity firms and other clients in a wide range of industries and in many parts of the world.

Reb is global co-chair of Mayer Brown’s Life Sciences group. He has extensive experience advising companies and investors in the pharmaceutical, biotech and medical device industries in connection with acquisitions, divestures, licensing transactions and joint ventures and other collaborative development and commercialization transactions, as well as commercial arrangements such as contract manufacturing and distribution agreements and co-promotion agreements. Reb’s life sciences clients range from private, early-stage firms to large multinational companies.

Education
  • The George Washington University Law School, JD 1999 (Articles Editor, The George Washington Law Review)
  • Stanford University, BA 1996
Experience
  • Mayer Brown
Accreditations
  • Licensed to practice in New York
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