Sullivan & Worcester LLP > Boston, United States > Firm Profile
Sullivan & Worcester LLP Offices
ONE POST OFFICE SQUARE
BOSTON, MA 02109
MASSACHUSETTS
United States
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Sullivan & Worcester LLP > The Legal 500 Rankings
Finance > Fintech
Lauded by clients for its ‘unique blend of traditional expertise and forward-thinking adaptability’, the New York-based practice Sullivan & Worcester LLP often advises policymakers on regulatory FinTech matters and is well-regarded for its broad blockchain expertise. Joel Telpner and Natalie Lederman jointly the department, the pair of whom are praised for their ‘deep expertise, innovative thinking, and client-centric approach.’ Lederman is also experienced in consumer finance transactions and regulatory digital asset matters, notably token generation events. Scott Kaufman is highlighted for his capabilities in private and public securities offerings and SEC regulation matters, while in Boston, Douglas Stransky is well-equipped to advise clients on the tax aspects of cryptocurrency. Amy A. Zuccarello advises borrower and creditor clients on distressed transactions, bankruptcy, and out-of-court restructurings.Practice head(s):
Joel Telpner; Natalie Lederman
Other key lawyers:
Testimonials
‘They are very well-versed in cryptocurrency US laws, rules, and regulations so their counsel has been valuable in product development.’
‘Since they are very knowledgeable, it makes interacting with them and discussing ideas easy and free flowing.’
‘Sullivan & Worcester LLP distinguishes itself through its unique blend of traditional expertise and forward-thinking adaptability. This firm is particularly notable for its deep involvement in innovation, including investment management, blockchain technology, and other emerging technologies.’
‘In terms of innovation, the firm has shown immense commitment to staying at the forefront of new technologies and incorporating them into its practice. Sullivan & Worcester’s strong expertise ensures that clients receive not just legal advice but also strategic guidance tailored to the unique challenges and opportunities in emerging tech sectors.’
‘In an industry that is constantly evolving with technological advancements, Sullivan & Worcester stands out as a firm that not only keeps pace but is a thought leader. ’
‘Natalie Lederman and Joel Telpner play a pivotal role in defining the firm’s exceptional service and reputation. They embody the characteristics that make for phenomenal lawyers including deep expertise, innovative thinking, and client-centric approach.’
‘Natalie Lederman’s expertise in complex commercial transactions, combined with a strong understanding of international law, makes her a valuable asset to clients. What sets Natalie apart is her ability to navigate intricate legal landscapes with a strategic perspective, ensuring her clients receive not only sound legal advice but also benefit from a broader business viewpoint.’
‘Joel Telpner brings a unique blend of traditional legal experience and a forward-thinking approach to his practice. His work in the blockchain and FinTech spaces has established him as a leading figure.’
Key clients
Inspiration is Everything, Inc
Music.com
Decentraland
Panther Protocol
Cosimo
The Sandbox
Bitstamp
ISFS AG
Block Media Solutions
Fenix 360 Pte Ltd
Virtual Media Group USA, LLC
Work highlights
- Advised Music.com on developing a platform for issuing and trading Non-Fungible Tokens (NFTs) that will initially be developed by musicians and bands.
- Advised COSIMO Ventures on the launch of the COSIMO Y fund, a risk-managed digital yield fund.
- Advised Fenix 360 Pte Ltd on its acquisition by DUET Acquisition Corp.
Real estate > Real estate investment trusts (REITs) Tier 2
Public and private REITs both benefit from their relationships with the REITs practice at Sullivan & Worcester LLP, which specializes in REIT tax issues, M&A, secured and unsecured financings, and preferred and common equity offerings. Ameek Ashok Ponda is a director in the tax practice and is an authority on REIT tax issues and regularly lectures at Boston University. Practice head Angela Gomes is a corporate finance specialist and handles securities matters for REITs. Avinash Rao advises public companies on securities law and represents REITs in M&A, equity and debt financings, and joint ventures. Lindsey Getz focuses on public REITs, while Shu Wei handles equity and debt financing work. Also noted is newly promoted partner Sarah Wellings who excels in REIT-related tax issues. All aforementioned lawyers are part of the Boston practice. Brian Hammell left the practice in August 2023.Practice head(s):
Angela Gomes
Other key lawyers:
Testimonials
‘The team I work with at Sullivan is well versed in REIT matters and always extremely responsive.’
‘Sarah Wellings has been a joy to work with. She pays attention to detail, is extremely easy to work with and always provides prompt and valuable guidance as needed.’
Key clients
American Tower Corporation
Equinix, Inc.
Iron Mountain Incorporated
Industrial Logistics Properties Trust
Service Properties Trust
Office Properties Income Trust
Manulife US REIT
Diversified Healthcare Trust
Work highlights
- Advising American Tower Corporation, and six other large public equity REITs on public tax opinions as tax counsel.
- Represented Service Properties Trust in connection with certain real estate, tax and corporate matters with respect to BP p.l.c. (NYSE: BP)’s acquisition of TravelCenters of America Inc.
- Represented Service Properties Trust in connection with its ongoing strategic disposition program.
M&A/corporate and commercial > Corporate governance Tier 3
A mix of public companies, private companies, trusts and not-for-profit organizations turn to the team at Sullivan & Worcester LLP for its ability to offer advice on a host of matters, including ongoing legal counsel to investment funds and general ongoing board counselling. Nicole Crum focuses on the representation of boards and board committees, regularly advising them on all aspects of governance and compliance, while Boston’s Howard E Berkenblit handles ongoing corporate governance and disclosure matters, stock exchange listing standards and Sarbanes-Oxley Act and Dodd-Frank Act compliance. Both David M Leahy and David Mahaffey are frequently engaged by independent directors, mutual funds, exchange-traded funds and closed-end funds. Practitioners are based in Washington DC unless otherwise stated.Practice head(s):
Nicole Crum; Howard Berkenblit; David Mahaffey; David Leahy
Key clients
Brookfield Funds
DarioHealth Corp
Diversified Healthcare Trust
FMR Corp.
Foresight Autonomous Holdings Ltd.
Independent Trustees of the John Hancock Funds
Independent Trustees of the John Hancock GA Mortgage Trust and Senior Loan Trust
John Hancock Asset-Based Lending Fund
Independent Trustees of the Matthews Asia Funds
Independent Trustees of the Pacific Select Fund and Pacific Funds Series Trust
Independent Trustees of the Virtus Funds
Independent Trustees of the Virtus Closed-End Funds
Industrial Logistics Properties Trust
ING Group
Iron Mountain Incorporated
Manhattan Bridge Capital, Inc.
Nano Dimension Ltd.
Office Properties Income Trust
Oramed Pharmaceuticals, Inc.
Pluri Inc.
RADCOM Ltd.
The RMR Group Inc.
Alarum Technologies Ltd.
SciSparc Ltd.
Service Properties Trust
Independent Trustees of the State Street Funds
Ultimus Managers Trust
VALIC Retirement Funds and their Independent Directors/Trustees
Independent Directors of Sierra Income Corporation
BiomX
Embecta
Polypid
Brenmiller
Wearable Devices
Jeff’s Brands
Dario
Work highlights
- Advising Independent Trustees of the John Hancock Funds on, among other matters, board governance and meeting their duties and responsibilities under the federal securities law and state law.
- Serving as legal counsel to the Independent Trustees of the Virtus Mutual Funds and Virtus Variable Insurance Trust on a variety of matters such as Board governance, fund reorganizations, sub-adviser changes and disclosure matters.
- Advising Service Properties Trust on a broad range of matters, including securities offerings, disclosure matters, stock exchange listing standards and Sarbanes-Oxley Act and Dodd-Frank Act compliance.
Environment > Environment: transactional Tier 4
In the environmental sector, Sullivan & Worcester LLP is known for handling a range of due diligence and regulatory work in REIT transactions, where the team is actively involved in land use, zoning and environmental permitting issues. Based in Washington DC, Jeffrey Karp heads the firm’s environmental practice, routinely advising on regulatory compliance issues and the negotiation of environmental, energy, sustainability, and climate conditions in transactional agreements. From the Boston office, Victor Baltera also advises on regulatory compliance and permitting matters related to environmental law and land use. Boston-based Gregory Sampson recently joined the team from Womble Bond Dickinson, bringing new expertise in the development of contaminated properties and renewable energy and infrastructure projects.Practice head(s):
Jeffrey Karp
Other key lawyers:
Key clients
FoxRock Properties
Work highlights
- Represented FoxRock Properties concerning environmental issues related to its pursuit to redevelop a 2.3-acre parcel formerly owned by the City of Quincy into a three-building campus featuring a life sciences/medical office building, hotel, and housing component.
Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 4
Sullivan & Worcester LLP has extensive experience advising independent directors and trustees of investment management firms, with the establishment and registering of new funds, including but not limited to exchange traded funds, variable retail and insurance open- and closed ended funds. The investment management team are also frequently engaged as fund counsel in relation to compliance and shareholder matters and board advice. David Leahy and David Mahaffey jointly lead the practice from the firm's Washington DC location, with the former advising clients on the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933 and the Securities Exchange Act of 1934, while the latter specializes on federal securities law, for a whole host of registered funds clients. Nicole Crum is another key name in Washington DC and works with boards and board committees on staying compliant with SEC regulations and through government and internal investigations, while John Chilton is well versed in registered fund transactions, and Domenick Pugliese counsels independent directors of mutual funds, ETFs and variable annuity trusts. Rachael Schwartz was promoted to partner in January 2023.Practice head(s):
David Leahy; David Mahaffey
Other key lawyers:
Testimonials
‘Experience in 1940 Act registered funds. Experience in working with independent trustees. Experience in practicing before the SEC. Collaborative style and exceptional people including diversity.’
‘The attorneys we deal with are very knowledgeable and experienced. They listen carefully and provide solid and practical advice.’
‘David Mahaffey – David is very experienced in this area. He is responsive, timely and helps us seek practical solutions to issues.’
Key clients
Independent Trustees of the John Hancock Funds, including John Hancock Variable Insurance Trust, John Hancock Funds II, John Hancock Funds III and John Hancock Closed-End Funds.
Manulife/John Hancock Funds: Hancock GA Mortgage Trust, John Hancock Senior Loan Trust, John Hancock Asset-Based Lending Fund, Manulife Private Credit Fund, Manulife Private Client Credit Plus Fund
Independent Trustees of the Pacific Select Fund and Pacific Funds Series Trust
Independent Directors of the Legg Mason Closed-End Funds
Independent Trustees of the Virtus Mutual Funds and Virtus Variable Insurance Trust
Corebridge VALIC Retirement Funds and their Independent Directors
Pear Tree Funds and their Independent Trustees
Independent Trustees of the Matthews Asia Funds
Advisors Series Trust and their Independent Trustees
Professional Managed Portfolios and their Independent Trustees
Ultimus Managers Trust and its Independent Trustees
Tidal ETF Trust II and its Independent Trustees
M&A/corporate and commercial > M&A: middle-market (sub-$500m) Tier 4
Sullivan & Worcester LLP has established itself as a key middle-market firm for seller clients across a diverse set of industry sectors, including fintech and gaming. The team is also known on the market for its ability to handle public-to-public mergers. In Boston, team heads Lewis Segall and Benjamin Armour spearhead the firm’s offering. The latter is a key contact for transactional work involving private companies, while the former is regularly called upon by financial institutions to advise on financing matters and investments. Also in Boston, Avinash Rao‘s expertise encompasses internal reorganizations and restructurings, while New York-based Natalie Lederman is singled out for her knowledge of regulatory issues relating to blockchain and digital assets.Practice head(s):
Lewis Segall; Benjamin Armour
Other key lawyers:
Key clients
Nederman Holding AB
Diversified Healthcare Trust
DarioHealth Corp.
Hancock Natural Resources Group
Siyata Mobile Inc.
Profitero
Masy BioServices
Admiral Metals
Deposify
Novomatic
Agilitas Energy, LLC
Sharper Shape
AG Mednet, Inc.
Virtual Media Group USA, LLC
Zenapse Inc.
Plan C Data, LLC
Two Daughters Entertainment Limited
Powertech Labs Inc.
Bitstamp
Spectrum Effect Inc.
Work highlights
- Represented Novomatic digital division Greentube in its acquisition of Present Creative.
- Represented DHC in connection with certain tax, real estate and corporate matters with respect to its terminated merger with Office Properties Income Trust.
Real estate Tier 4
With roots in Boston, Sullivan & Worcester LLP’s real estate development group handles an array of single and portfolio transactions, leasing, and permitting matters for developers, private equity funds, REITs, and government agencies, among others. Noted for its affordable housing and community development sub-group alongside its environment and natural resources group, the practice has experience across a wide stroke of asset classes that includes multifamily and industrials as well as hospitality and life sciences. Ashley Brooks leads the real estate group with experience covering development and finance, including the likes of workouts, construction loans and fund formation. Transaction lawyer John Steiner, director of real estate, is noted for his skill advising REITs and foreign investors as well as for his experience in the senior housing sector. Karen Kepler is another key member, mentioned for her expertise advising on real estate tax credits, among areas like condominiums, air-rights, and ground leases.Practice head(s):
Ashley Brooks; John Steiner
Other key lawyers:
Key clients
Service Properties Trust
Diversified Healthcare Trust
Office Properties Income Trust
Industrial Logistics Properties Trust
Eastern Bank
Silicon Valley Bank
Beacon Capital Partners
The Flatley Company
Skanska
Work highlights
- Representing Greystar in connection with development projects in Boston, Sommerville, East Bridgewater and Everett in connection with single and multi-phased multi-family, life science, and industrial developments.
- Representing the Flatley Company in the redevelopment of a 25+ acre site in Charlestown, MA that was home to the historic Domino Sugar factory and includes nearly an acre of waterfront along the Mystic River; full development will be nearly two million square feet.
- Representing Beacon Capital in the permitting and development of the first phase of their life science campus in the South Boston Marine Park. Phase 1 is a 380,000 square foot lab/office building.
Tax > International tax Tier 4
The international tax practice at Sullivan & Worcester LLP has extensive experience in strategic tax planning and implementation for a wide range of multinational corporations including cross-border M&A, restructuring, and global tax controversy. The Boston-based team also has strengths in international taxation matters for individuals including international trust and estate counselling for high net-worth families and pre-US residency tax planning. Practice head Douglas Stransky has a special focus on domestic clients investing in foreign jurisdictions and has extensive expertise advising clients on the tax implications of multi-jurisdictional cryptocurrency and fintech-related ventures. Lewis Greenwald has considerable experience advising on tax-efficient acquisitions, transfer pricing planning, and US international tax compliance. Eric Rietveld concentrates his practice on the tax planning of REITs, real estate funds, and international tax. Brian Hammell departed in August 2023.Practice head(s):
Douglas Stransky
Other key lawyers:
Lewis Greenwald; Eric Rietveld; Marc Stern
Testimonials
‘The International Tax department at Sullivan & Worcester LLP demonstrates a thorough and detailed approach in addressing inquiries, ensuring that clients receive comprehensive responses to their questions.’
‘Focusing on individual contributions, Lewis Greenwald stands out as an exemplary member of the team. His expertise and trustworthiness are evident in every interaction. What sets Lewis apart is his exceptional ability to orchestrate collaboration within the team and across the firm, ensuring that clients receive well-rounded and balanced legal advice. His knowledge and skill in navigating complex tax matters are commendable, making him a valuable asset not only to the team but also to clients seeking expert guidance in international tax matters.’
‘The practice is unique in that the people have both a broad base of tax knowledge as well as an Indepth knowledge of the key areas of tax that are typically encountered by Multinational Companies. The team also has relationships with many other tax professionals in a just about every jurisdiction in the world where most USA Multinationals operate. These professionals are able to give you a basic foundation for operating in a foreign jurisdiction and the key areas that are different than USA and other Western countries.’
‘I’ve been working with several of the partners and have always enjoyed their high professionalism and speedy conduct. Doug Stransky is one of the best in the business, and Amy Sheridan knows her way around US executive comp and equity-based comp to employees and has a long track record working with Israeli based companies.’
‘The most important thing for me about the work the individuals provide is that they stay on point and understand the issue that we are working with them on. They are able to provide insights and engage with us in meaningful conversations that provide executive decision makers with the information they need to make their business decisions.’
‘Doug Stransky is one of the best in the business, professional in both US federal law and international taxation rules. Working with him is always a pleasure and the results for the client are great. Amy Sheridan is an expert in her field and has particular expertise working with Israeli based companies.’
Key clients
The Broadstone Group LLC
Iron Mountain Incorporated
Equinix, Inc.
Lionbridge Technologies, Inc.
Altra Industrial Motion
E Ink Corporation
Standex International
DarioHealth Corp.
International Transportation Marine Office, LLC
Work highlights
- Represented The Broadstone Group; this project raises both corporate and individual tax issues in multiple countries that have to be balanced, coordinated and analyzed to ensure the most tax efficient results.
Tax > US taxes: non-contentious Tier 4
Sullivan & Worcester LLP’s Boston-based non-contentious tax group offers broad expertise to a wide range of clients, from high-net-worth individuals to mutual funds, with a particularly strong reputation for representing REITs. Ameek Ashok Ponda, focusing on corporate M&A structuring, REIT transactions, and cross-border financings, heads the practice alongside Richard Jones, who has extensive experience in corporate, personal income, and sales/use tax matters. International tax practice head Douglas Stransky offers niche expertise in the tax implications of cross-border cryptocurrency and fintech-related ventures. Firm co-managing partner David Nagle, handling taxable and non-taxable acquisitions, among other issues, is also a key contact. REITs specialist Sarah Wellings, promoted to partner in January 2024, advises on a variety of public and private matters, including those involving data centers, office buildings, and distributed antenna systems. Brian Hammell left the firm in August 2023 for a role at the Archdiocese of Boston.Practice head(s):
Ameek Ashok Ponda; Richard Jones
Other key lawyers:
Douglas Stransky; David Nagle; Sarah Wellings; Christopher Curtis; Marc Stern
Key clients
American Tower Corporation
Broadstone Group LLC
Equinix, Inc.
Tremont Mortgage Trust
Seven Hills Realty Trust
Industrial Logistics Properties Trust
OneTen Coalition, Inc.
Work highlights
- Advising American Tower Corporation, and six other large public equity REITs with aggregate market capitalizations exceeding $170 billion, on publix tax issues.
- Representing The Broadstone Group and its principals in connection with the 2028 Summer Olympic Games in Los Angeles.
- Acting as outside general counsel for One Ten Coalition, Inc., a non-profit coalition of the country’s top employers and their CEOs with a mission of upskilling, hiring and advancing one million Black individuals in America over the next 10 years into family-sustaining jobs with opportunities for advancement.
Dispute resolution > General commercial disputes Tier 5
Attorneys at Sullivan & Worcester LLP routinely undertake the full spectrum of complex business-critical disputes, with standout expertise in securities litigation, insurance coverage disputes, and sector-specific disputes arising out of the tech and cryptocurrency spaces. Gerry Silver and Patrick Dinardo jointly chair the practice group out of New York and Boston, respectively. Silver’s practice focuses on software, licensing, internet and IT outsourcing, and implementation disputes; Dinardo is mostly engaged in complex contract, trust, real estate, and insolvency-related matters. Other important contacts within the group include fellow Boston-based practitioner Laura Steinberg who is an expert on complex regulatory and fiduciary issues.Practice head(s):
Gerry Silver; Patrick Dinardo
Other key lawyers:
Key clients
Former Energy Executives of Venture Global LNG, Inc.
Virtus Strategy Trust
Comcast Corporation
Simplus
Adam Levine Living Trust
Greenleaf Compassionate Care, Inc.
SDL, PLC n/k/a RWS
DCD Automotive Holdings, Inc.
Mitzi Troyan Living Trust
Hexagon Manufacturing Intelligence, Inc.
SCD 380 Stuart LLC
Florian Legno S.P.A.
Inspira Technologies, Ltd.
Labor and employment > Employee benefits, executive compensation and retirement plans: design Tier 5
Sullivan & Worcester LLP advises on a range of tax-related issues which arise from employment and benefit matters. David Guadagnoli leads the practice. Described as ‘an exceptional resource’ for clients, Guadagnoli has strong experience in advising on tax-qualified retirement plans, particularly 401(k) and 403(b) plans. Amy Sheridan focuses on regulatory and tax requirements for welfare plans. Sheridan’s recent work includes assisting household employers with tax-qualified contribution plans. Both individuals are based in Boston.Practice head(s):
David Guadagnoli
Other key lawyers:
Testimonials
‘Attorneys at Sullivan & Worcester bring years of experience as well as their forward focus on regulatory development to ensure that the client has the right information to execute business goals while remaining compliant.’
‘Very well up to date on current topics. Great research abilities and very responsive. Good communication and project management. ’
‘The team provides flexible support and has been very accommodating to meet challenging deadlines. They do this as a team, ensuring that the clients make successful decisions.’
‘David Guadagnoli has proven time and again to be a savvy legal partner. He is responsive and consistently ensures that clients have the information needed to make sound business decisions.’
‘When challenges arise, David Guadagnoli can be counted on to make difficult regulatory concepts easy to understand and execute upon. To help the clients to continue to be successful, he provides training and creates education and support mechanisms for internal teams to repeat.’
‘David Guadagnoli is an exceptional resource. He deals with very complex issues and always has the client’s best interest in mind. He is a strong communicator and always responds recently.’
Key clients
Iron Mountain Incorporated
AlerisLife Inc.
ING Financial Services LLC
The RMR Group LLC
Sonesta International Hotels Corporation
Neighborhood House Charter School
Uncornered, Inc.
TravelCenters of America LLC
OneTen Coalition, Inc.
Industrial Logistics Properties Trust
Work highlights
- Acting as outside general counsel for OneTen Coalition, Inc., including employment and benefits issues.
M&A/corporate and commercial > Venture capital and emerging companies Tier 5
Sullivan & Worcester LLP assists emerging businesses with equity and debt financings, tech license negotiations, IP protection, and liquidity solutions. The firm represents venture capital entities and angel investors focusing on early-stage investments in sectors spanning the software, telecoms, therapeutics, and fintech industries. Utilizing its Tel Aviv office, the team supports Israeli tech companies in venture capital fundraisings, establishing joint ventures, and US stock exchange listings. Co-heading the practice from New York, Scott Kaufman brings ‘exceptional legal expertise’ to the fintech and blockchain spaces. Lewis Segall, based in Boston and also leading the team, advises companies on M&A, financings, and joint ventures.Practice head(s):
Scott Kaufman; Lewis Segall
Other key lawyers:
Ben Armour; Michael Student
Testimonials
‘Their expertise is exceptional, they are swift in their response to your needs, and go above and beyond for their clients.’
‘Scott Kaufman has become an invaluable asset to our companies as well as a friend. He is not just our attorney, but cares about our business and always goes the extra mile to bring value to the relationship. We appreciate his exceptional legal expertise and quick response to our needs.’
Key clients
Datanon Corporation
Alarum Technologies Ltd.
RedHill Biopharma Ltd.
PolyPid Ltd.
BiomX Inc.
Biomica Ltd.
Block Media Solutions
Pragmatic Brains
97212 Studio/97212 Management
Alliance Global Partners
Concorde Health
DarioHealth
Liteboxer Technologies, Inc.
HLM Venture Partners
ICONYC Labs
Impact Analytics Inc.
Soli Solutions Inc.
KUDO
Money in Motion
Olibra
Quicksilver Biosystems
Rescue Hearing
Somatix
Summit Wireless Technologies
Westpark Capital
Agilitas Energy
Jefferson Capital Partners
Virtual Media Group USA, LLC
Work highlights
- Advised Arbol on its capital raises, corporate acquisitions, employment issues, and regulatory matters related to its blockchain-based weather hedging and insurance platform.
- Advised DarioHealth in connection with its $15.4m private placement of preferred stock.
- Advised Rescue Hearing in connection with its licensing, strategic collaboration and asset sales.
Tax > US taxes: contentious Tier 5
Sullivan & Worcester LLP is particularly adept at handling SALT matters and chiefly represents high-profile clients facing tax controversy within Massachusetts. Jointly leading the team are Richard Jones, David Nagle and Daniel Ryan, all of whom are based in Boston. Jones is a SALT expert who has extensive experience working with clients in the technology, retail, and media industries. Nagle, who is a co-managing partner of the firm, additionally covers federal disputes, as does Ryan, who also maintains a non-contentious practice which covers transactional planning. Caroline Kupiec, who also works from Boston, provides key support to clients facing audits and litigation.Practice head(s):
Richard Jones; David Nagle; Daniel Ryan
Other key lawyers:
Key clients
Lumen
Medtronic
Akamai Technologies, Inc.
State Street Corporation
TTI, Inc.
Tenet Healthcare
Work highlights
- Acte in Reagan v. Commissioner of Revenue, a case with broad implications for state tax policy as well as affordable housing in Massachusetts, before the Massachusetts Supreme Judicial Court.
- Represented Akamai in litigation before the Massachusetts Appellate Tax Board.
- Represented State Street Bank & Trust Company, together with many of its software vendors, in 21 litigation actions before the Massachusetts Appellate Tax Board seeking tax refunds in the aggregate amount of approximately $7.2m.
Investment fund formation and management > Private equity funds (including venture capital) Tier 6
Sullivan & Worcester LLP represents private investment fund sponsors and investors as well as venture capital firms on the formation and registration, maintenance and the liquidation of private investment funds, covering diverse asset classes, with a notable specialism in real estate funds. A trio of practitioners oversee the practice: Nicole Rives, who primarily works with institutional investors and asst management departments of insurance companies on investment related matters; Lewis Segall, whose broad practice covers equity and debt financings, joint ventures and M&A; and John Hunt who advises across diverse asset classes and handles regulatory and compliance issues. William Hanson supports the team and is praised by clients as being ‘experienced, well-informed and commercial’. All lawyers mentioned are based in Boston.Practice head(s):
Nicole Rives; Lewis Segall; John Hunt
Other key lawyers:
William Hanson; Emily Goldschmidt; Johanna Colpritt
Testimonials
‘We deal primarily with Will Hanson on LP portfolio secondaries. He is experienced, well-informed and commercial. Will is responsive and moves deals forward.’
Key clients
HLM Venture Partners
Impact Analytics Inc.
Soli Solutions Inc.
Liteboxer Technologies, Inc.
Agilitas Energy
Work highlights
- Represented Soli Solutions Inc. in founder issues and SAFE and convertible note financings.
- Represented Impact Analytics Inc. in its $5.5 million growth financing round led by Argentum Capital Partners.
- Represented Impact Analytics Inc. in venture debt financing round led by Vistara.
Sullivan & Worcester LLP > Firm Profile
With regional offices in Boston, New York City and Washington, DC, we are well-positioned to represent clients in major markets across the Western Hemishphere. From complex deal structures to complicated international tax implications and advice, clients seek our expertise in the complicated issues surrounding multi-national companies.
Sullivan & Worcester (Sullivan) is a global law firm with approximately 200 attorneys in Boston, London, New York, Tel Aviv and Washington, D.C. Sullivan’s clients, including Fortune 500 companies, leading financial services firms and asset managers, boards of directors, real estate companies, and emerging businesses, rely on Sullivan’s ability to navigate complex legal and operational landscapes, the impeccable judgment of its lawyers, and its commitment to best‑in‑class client service. Please visit sullivanlaw.com.
Main Areas of Practice:
Art & Museum Law
Bankruptcy & Restructuring
Broker Dealer Regulation
Capital Markets
Corporate Goverance and Board Advisory
Corporate/M&A
Employment & Benefits
Environment, & Natural Resources
Family Business
Finance
Fintech & Blockchain
Government Investigations & White Collar Defense
Intellectual Property
Investment Management
Litigation
Opp Zones
Real Estate
Regulatory Complaince
REITs
Tax
Trade & Export Finance
Trusts & Estates
Main Contacts
Department | Name | Telephone | |
---|---|---|---|
Tax | David J. Nagle | dnagle@sullivanlaw.com | 617-338-2873 |
Lawyer Profiles
Photo | Name | Position | Profile |
---|---|---|---|
Mr Benjamin Armour | Ben is the leader of the Mergers & Acquisitions group at Sullivan.… | View Profile | |
Ameek Ashok Ponda | Ameek is director of Sullivan’s Tax Department and a former member of… | View Profile | |
Mr Victor Baltera | Vic counsels clients on regulatory compliance and permitting matters in all areas… | View Profile | |
Mr Howard Berkenblit | Howard is the leader of the firm’s Capital Markets Group. He specializes in counseling both… | View Profile | |
Ms Ashley Brooks | Ashley leads Sullivan’s Real Estate Group and is a member of the… | View Profile | |
Mr Patrick Dinardo | Pat is co-director of the Litigation Department. He has over 35 years… | View Profile | |
Ms Lindsey Getz | Lindsey advises both public and private companies, with an emphasis on public… | View Profile | |
Miss Angela Gomes | Angela is the leader of Sullivan’s REITs Practice Group. She focuses on… | View Profile | |
Mr Lewis Greenwald | Lew has more than 30 years of deep technical experience in U.S.… | View Profile | |
Mr David Guadagnoli | David concentrates his practice in employee benefits and executive compensation. With respect… | View Profile | |
William Hanson | Will focuses his practice on representing institutional investors in private equity investments,… | View Profile | |
Mr John Hunt | John’s practice is focused on representing asset managers and their affiliates on… | View Profile | |
Mr Richard Jones | Rich is the leader of Sullivan’s Tax Group. He concentrates on state… | View Profile | |
Ms Karen Kepler | Karen has a general commercial real estate development and finance practice representing… | View Profile | |
Ms Caroline Kupiec | Caroline has an extensive tax controversy and litigation practice representing taxpayers in… | View Profile | |
Mr David Nagle | Dave is a managing partner of Sullivan. His practice involves both transactional… | View Profile | |
Avinash Rao | Avi represents public and private companies, including real estate investment trusts (REITs),… | View Profile | |
Mr Eric Rietveld | Eric concentrates his practice in the areas of tax planning and tax… | View Profile | |
Ms Nicole Rives | Nicole, a former member of the firm’s management committee, focuses on representing institutional investors in… | View Profile | |
Mr Daniel Ryan | Dan’s practice focuses on representing taxpayers in federal and state tax litigation and… | View Profile | |
Mr Gregory Sampson | Greg is the leader of the firm’s Permitting & Land Use and… | View Profile | |
Mr Lewis Segall | Lew is the director of Sullivan’s Corporate Department in Boston. His practice… | View Profile | |
Ms Amy Sheridan | Amy concentrates her practice in the employee benefits and executive compensation area… | View Profile | |
Ms Laura Steinberg | Laura’s practice involves federal and state civil (commercial) litigation and arbitrations throughout the… | View Profile | |
Mr John Steiner | John is director of Sullivan’s Real Estate Department. Experienced in all aspects… | View Profile | |
Mr Douglas Stransky | Doug is the leader of Sullivan’s International Tax Practice Group. He concentrates his practice… | View Profile | |
Ms Shu Wei | Shu represents public and private companies, including real estate investment trusts (REITs),… | View Profile | |
Ms Sarah Wellings | Sarah is a member of Sullivan’s REITs Practice Group. She advises public… | View Profile | |
Ms Amy A. Zuccarello | Amy, a member of the firm’s management committee, represents borrower and creditor clients… | View Profile |
Sullivan & Worcester LLP > Firm Profile
With regional offices in Boston, New York City and Washington, DC, we are well-positioned to represent clients in major markets across the Western Hemishphere. From complex deal structures to complicated international tax implications and advice, clients seek our expertise in the complicated issues surrounding multi-national companies.
Main Contacts
Department | Name | Telephone | |
---|---|---|---|
Managing Partner | David J. Nagle | dnagle@sullivanlaw.com | 617-338-2873 |
- Finance > Fintech
Top Tier Firm Rankings
- Real estate > Real estate investment trusts (REITs)
Firm Rankings
- Environment > Environment: transactional
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- M&A/corporate and commercial > M&A: middle-market (sub-$500m)
- Real estate
- Tax > International tax
- Tax > US taxes: non-contentious