Willkie Farr & Gallagher LLP > New York, United States > Firm Profile

Willkie Farr & Gallagher LLP
787 SEVENTH AVENUE
NEW YORK, NY 10019
NEW YORK
United States

Finance > Financial services regulation Tier 1

Finance > Fintech

Commended for its ‘second-to-none domain knowledge and deal skills’, Willkie Farr & Gallagher LLP‘s broad offering spans private equity, M&A, and capital markets matters, the team is also well-equipped to handle an array of blockchain, cryptocurrency, and NFT regulatory issues. Operating out of New York, Conrad Bahlke often handles derivative transactions as well as commodities and banking regulations, while Jeffrey Poss is knowledgeable of private equity and venture capital transactions for both public and private companies. Christopher Giancarlo previously acted as 13th Chairman of the United States Commodity Futures Trading Commission, while Kari Larsen’s digital asset practice encompasses drafting and negotiating third-party agreements and regulatory requirements. In Washington DC, A. Kristina Littman is experienced in digital asset investigations and enforcement actions, and Justin Browder assists investment advisers, broker-dealers, and digital asset ecosystems on federal securities laws.

Practice head(s):

Jeffrey Poss; Justin Browder; Christopher Giancarlo; Kari Larsen; Kristina Littman

Other key lawyers:

Testimonials

‘Second-to-none domain knowledge and deal skills. They focus on what’s important and know the regulatory landscape well.’

‘The team has lots of young, experienced partners, who will be doing this for a long time. They bill transparently and accommodate broken deals.’

‘Jeff Poss is the best lawyer that we have worked with.’

Key clients

Acumatica

American Financial Exchange

Aquiline Capital Partners

Ascensus

Special Committee of Blockcap

BlockTower

Clear Street

CoinFund

Digital Asset Holdings

The Digital Dollar Project

eToro USA

Fenergo

FIS

Forecast Foundation

Franklin Resources, Inc

Genstar Capital

GSR

HealthEquity

Insight Partners

Institutional Shareholder Services Inc

Kony Inc

Loyale Healthcare

Lykke Exchange

Ministry Brands

Orion Advisor Solutions

Personal Capital

Professional Datasolutions, Inc

Ripple Labs Inc

SimpleNexus

SIFMA

SIX

Success Factory

Capital One, N.A. – United Income

Virtual Currency Association

Volante Global

WealthFront Corporation

Insurance > Insurance: non-contentious Tier 1

Described as ‘highly responsive, very experienced and a pleasure to deal with,Willkie Farr & Gallagher LLP‘s insurance transactional and regulatory practice is renowned for its handling of significant M&A, capital markets, and ILS/alternative risk transfer transactional matters within the insurance industry. The practice boasts a unique strength in alternative risk transfer reinsurance cessions, catering to both risk sellers and buyers. Co-headed by Alexander Dye and John Schwolsky in New York, the practice focuses on M&A, capital markets insurance transactions, and the restructuring of troubled insurers, alongside demutualization transactions. Other key figures in the New York practice include corporate and securities law specialist Michael Groll, reinsurance transactions expert Elizabeth Bannigan, and Allison Tam, co-chair of the insurance regulatory group, renowned for her strong national and international restructuring transaction expertise. Kara Baysinger, based in San Francisco, serves as co-chair of the firm’s insurance regulatory and insurtech groups, representing national and international insurance and reinsurance companies, insurtech, and technology companies on a wide array of regulatory, compliance, and strategic matters.

Practice head(s):

Alexander Dye; John Schwolsky

Testimonials

‘Willkie Farr’s insurance industry practice led by John Schwolsky is quite simply best in class in all respects. This team, and in particular, John, combines first rate expertise in securities regulation with international US and US state insurance regulation, mergers and acquisitions services, and industry lore and insights in a way unmatched by their competitors. Simply put, John is the best in the world and what he does.’

‘The WFG US team is extremely competent, highly responsive, very experienced and a pleasure to deal with. The team led by David Luce is well resourced with new associates being brought on who are increasingly able to handle complex matters in a timely and professional manner.’

‘I have worked with the Willkie noncontentious insurance practice group for many years. They are, in my view, unquestionably the best firm I have worked with in this area. They are highly experienced, very smart, client-service oriented, business savvy, sensitive to client legal fee considerations, quite responsive and easy to work with. They are in great demand with respect to insurance transactional work, and it is easy to understand why. I would enthusiastically and unconditionally recommend them to anyone seeking highly capable legal counsel in this area of the law.’

‘John Schwolsky, the partner who heads this practice area at Willkie, is an absolute standout. I have relied on his judgment and counsel for many years, have worked with him to resolve the most challenging legal issues, and value both his deep experience and pragmatic bent. He makes sure that the rest of his team is reliably strong and always available to help. If there is a better lawyer in this area, I haven’t met him or her.’

‘Has deep bench strength in insurance and financial services M&A. Very adept at recommending practical solutions to deal issues and structuring.’

‘Alex Dye provides great advice and because he is involved in so many insurance transactions are fantastic source for what is market.’

‘WFG is best in class in advising on the insurance market. They have a breadth and depth that makes them a go-to firm for us. ’

‘The depth of knowledge and experience is significant and results in advice that is on point and practical.’

Key clients

Alleghany Corporation

Allied World Assurance Company Holdings, Ltd

Aquiline Capital Partners

Assured Guaranty

California State Automobile Association

CNO Financial

CVS/Aetna

Dai-ichi Life Insurance Company

Delaware Life Insurance Company of New York

eHealth

Fidelity National Financial, Inc.

First American Financial Corporation

FIS

FTV Capital

General Motors/OnStar Insurance

Generali

KKR & Co.

Metromile

Mitsui Sumitomo Insurance Co.

Mutual of Omaha

Nationwide

New York Life

Next Insurance

NORCAL Mutual

Protective Life Corporation

QBE Insurance

Rhino Insurance

Sixth Street

Spinnaker Insurance Company

Stone Point Capital

Telenav

TigerRisk Partners LLC

Travelers

Truist Insurance Holdings, Inc.

Trupanion

Velocity Risk

Versant Health

Volante Global

Voya Financial, Inc.

W.R. Berkley Corporation

Work highlights

  • Advised Alleghany Corporation in its acquisition by Berkshire Hathaway for approximately $11.6 billion.
  • Advised Prudential Financial, Inc. on its agreement to reinsure a $12.5 billion guaranteed universal life block with Somerset Re.
  • Advised Warburg Pincus in the launch of Prismic Life Reinsurance, Ltd. with Prudential Financial, Inc.

Investment fund formation and management > Mutual/registered/exchange-traded funds Tier 1

Willkie Farr & Gallagher LLP‘s ‘deep expertise’ across all types of funds is appreciated by their client base of global fund and asset management firms and their independent fund directors and trustees. The firm supports registered open-end mutual funds, exchange traded funds, closed-ended funds and business development companies. Margery Neale and Lior Ohayon jointly lead the department from New York, with the former also chairing the registered funds practice where she has extensive experience in the creation and operation of registered open-end mutual funds, ETFs, closed-end funds and BDC’s among others. Further key names in the department are New York based Elliot Gluck who contributes extensive knowledge in closed-end fund capital markets offerings to the team while in Washington DC Benjamin Haskin regularly acts for broker-dealers on various fund products. In New York Jay Spinola is a member of the 1940 Act Bar and has extensive experience with ETF products, regulations and related corporate matters. Anne Choe and Neesa Patel Sood are based in Washington DC, with the former focusing on securities regulation and ETFs, and the latter advising closed-end funds on secondary offerings, tender offers and other transactions. Barry Barbash retired in June 2023.  

Practice head(s):

Margery Neale; Lior Ohayon

Other key lawyers:

Elliot Gluck; Benjamin Haskin; Anne Choe; Bissie Bonner; Jay Spinola; Neesa Patel Sood

Testimonials

‘Willkie Farr has impressed me as a broadly collaborative & diverse culture, supported by leading technology, where attorneys pitch in across clients to do the very best legal work. The partners we work with directly exemplify this culture, and I also value the specialist expertise they’ve tapped within the firm to keep us abreast of litigation, regulatory, tax, and enforcement developments/risks across the industry.

‘Partners Margery Neale & Neesa Sood work remarkably well as a team, coordinating and communicating effectively with each other, our board, and management to ensure continuity and coverage of our legal needs and questions. I’m confident we could not find better legal counsel, and sleep easier knowing they’re helping us serve our shareholders effectively.’

‘The Board leveraged Willkie Farr’s expertise across a broad array of transactions, including mergers, fund consolidations, and changes to sub-advisers and portfolio management teams.’

‘Ben Haskins and Neesa Sood were engaged as our new counsel based on their demonstrated breadth of legal expertise and knowledge. Our decision to retain them paid immediate dividends. With demands on the Board and its counsel coming often with short turnaround times, their expertise, responsiveness, and good humor were immediately evident in their interaction with the independent Trustees.

‘Willkie Farr is exceptional. Neesa Sood and Ben Haskins provide great diversity of thought and experience. They read Everything very carefully, whenever possible doing soliciting clarifications and making corrections before the documents are presented to the trustees.’

‘Neesa and Ben are cordial and polite, but they are appropriately assertive when sharing differences of opinion with management in the boardroom. They don’t dominate the conversation, but they don’t hesitate to add additional color and facts to the conversation, if they feel additional consideration is needed.

‘Deep expertise, and access to full firm resources. The team we have has great judgement and years of experience. Their culture of collaborative work is evident. We are extremely well served by this team.’

‘Reliability, honesty, focus and trust – 4 words that make a relationship truly work. We work closely with Willkie partner Jay Spinola and those words mentioned above are exactly what he brings to the table. He stands out among all the attorneys we have seen over the last 20 years.’

Key clients

Credit Suisse Asset Management and Credit Suisse Funds

Flaherty & Crumrine Closed-End Funds

Gabelli Closed-End Funds

T. Rowe Price Funds

Independent Trustees of the Delaware Funds by Macquarie

Dispute resolution > Corporate investigations and white-collar criminal defense

The white-collar defense and investigations team at Willkie Farr & Gallagher LLP is co-chaired by William Stellmach Michael Schachter, and San Francisco-based Michael Li-Ming Wong. Stellmach is located in Washington DC and has a broad range of experience advising on matters related to economic sanctions, corruption, bribery, and false claims. Based in New York, Schachter has a strong track record defending high-profile individuals facing allegations of fraud. Marina Torres and Koren Bell joined the office in Los Angeles in January 2023 and May 2023 respectively. Torres joined from Halpern May Ybarra Gelberg LLP; bringing experience of internal corporate investigations to the firm. Having previously worked at Larson LLP, Bell frequently represents major companies and high-profile individuals embroiled in complex litigation cases. Jeffrey Clark and Martin Weinstein departed the Washington DC office in February 2023, while Randall Jackson left the New York office in September 2023.

Practice head(s):

William Stellmach; Michael Schachter; Michael Li-Ming Wong

Other key lawyers:

Marina Torres; Koren Bell; Casey Donnelly; Simona Agnolucci; Matt D. Basil; Craig C. Martin

Testimonials

‘William Stellmach’s extensive experience and expertise in white-collar defense and internal investigations are exceptional. His background as a former Assistant United States Attorney for the Eastern District of New York gives him an in-depth understanding of government enforcement and regulatory matters. This experience allows him to offer unparalleled counsel to clients facing complex legal challenges.’

‘William Stellmach’s representation is characterized by a meticulous attention to detail, a deep understanding of the law, and a commitment to achieving the best possible outcome for his clients. He crafts innovative legal strategies tailored to each client’s specific needs and circumstances. His track record of successful defense in high-stakes cases speaks to his exceptional capabilities.’

‘They have effective advocates in the courtroom and in government facing investigations. They are equally capable of taking on institutional and individual representations. They also have an excellent team to work with as co-counsel.’

‘Michael Schachter is a superb and very complete lawyer. He is great with clients. He is very effective in dealing with government lawyers and an excellent courtroom advocate.’

‘Koren Bell demonstrates passion, professionalism, determination, and preparation. She is focused, confident, and motivated throughout a trial.’

‘Koren Bell brings a combination of hard work, dedication and passion to the work she does on behalf of her clients. She is an articulate and passionate advocate as well as a clear writer in her motions practice.’

‘Willkie Farr’s trade compliance practice is first rate. Their depth of knowledge and their ability to get clients in front of the right people at the Department of State to present their case is very valuable.’

‘William Stellmach is outstanding.’

Key clients

Bank of Nova Scotia

CareDx, Inc.

Pivotal Investment Corporation

Archipelago Trading Services

Executive Chamber of New York State

Google

State Bar of CA

Edison International

Thomas Barrack

Rafael Martinez

Sergio Pasin

Shradha Agarwal

Jovan Vavic

Robert Russell

William Hutchinson

Ramin Salari

Arman Gabay

Work highlights

  • Selected by both the U.S. DOJ and the CFTC to serve as the monitor for the Bank of Nova Scotia in a dual appointment.
  • Advised a defendant regarding allegations of illegal foreign lobbying related to more than $300m in PE investments, obstruction of justice, and conspiracy.
  • Representing a defendant who has been indicted for his alleged role in a conspiracy to defraud U.S. regulators and customers.

Dispute resolution > General commercial disputes Tier 2

Antitrust, restructuring, class actions, intellectual property, securities, and trade secrets are among the core specialisms of the ‘exceptionally smart, professional, and highly prepared’ practice at Willkie Farr & Gallagher LLP. Practice head Tariq Mundiya is based in New York and is widely regarded as an expert on internal investigations, securities litigation and post-M&A disputes. Midwest chairman Craig Martin works out of Chicago and routinely appears as lead counsel in both trial and appellate cases on a state, federal, and international level. New York contact Todd Cosenza is ‘remarkably experienced and skillful’ in all aspects of financial litigation, with his practice emphasizing securities class actions. Washington DC-based attorney Sameer Advani advises on M&A disputes, federal securities class actions and shareholder derivative claims.

Practice head(s):

Tariq Mundiya; Craig Martin

Other key lawyers:

Sameer Advani; Todd Cosenza; Jeffrey Korn; Elizabeth Bower; Joseph Davis; Michael Gottlieb; Mark Stancil; Matt Basil; Matthew Thomas; Simona Agnolucci; Alexander Cheney; Benedict Hur; Jonathan Patchen; Dennis Jenkins

 

Testimonials

‘The diversity of the team and the level to which women have risen within the firm makes Wilkie a standout in my opinion. ’

‘The partners and associates that I have worked with at Willkie are exceptional — capable of tackling different legal issues and extremely organized on the case management front. Elizabeth Bower is a powerhouse. ’

‘I worked with Willkie Farr & Gallagher on a single, high-value commercial dispute. I found their team to be exceptionally smart, professional, and highly prepared. The litigation team I worked with was committed to obtaining a successful result in a way that I have not experienced with other firms before.’

‘Craig Martin and Matt Thomas were the lead partners I worked with, and they complement each other well and authored a successful strategy.’

‘Successfully handled high stakes complicated matters for our company. Top notch team of disputes lawyers.’

‘Dennis Jenkins and Mark Stancil are highly skilled commercial disputes lawyers. Mark Stancil is a very effective courtroom lawyer. Dennis Jenkins is excellent at dealing with very complicated issues.’

‘The team���s strengths were extensive relevant experience; a friendly, yet confident style and demeanor; high degree of diversity; availability and responsiveness. Exceptional team. ’

‘Todd Cosenza was approachable, kind, always well-prepared, and remarkably experienced and skillful in the work he did for us. He made good use of our time and his and his team’s highly efficient.’

Key clients

Provisur Technologies

Olin Corporation

JBT Technologies

Pfizer Legal Alliance Firm

Aon Corporation

Walgreen Co.

Third Point LLC

GenapSys Inc.

Sarissa Capital Management LP

Board Members of Wells Fargo & Company

PDV Holding Inc.

Briley Wealth Management Inc.

The North American Refractories Company Asbestos Personal Injury Settlement

CareDx, Inc.

John Ordman

AIG

Ad hoc Group of Hertz Corporation Senior Noteholders

Mesquite Energy Inc.

Silver Lake Technology Management, LLC

PDV USA, Inc.

Runa Capital, Inc.

Ever.Ag LLC

Oto Analytics, Inc. d/b/a Womply

Enstor Gas, LLC

Zhengfu Pictures Limited

Xponential Fitness (NYSE: XPOF)

Skidata, Inc.

Google LLC

Univar Solutions Inc.

Olin Corporation

JBT Corporation, JBT Equipment Finance LLC

Work highlights

  • Represented Univar Solutions in two significant environmental litigations related to the alleged contamination of waterways near Lake Michigan.
  • Represented Google in four class actions alleging that company conspired to collect private health information or financial information from users on third-party apps and platforms without the users’ consent.

Dispute resolution > Securities litigation: defense Tier 2

Willkie Farr & Gallagher LLP has a strong track record in securities litigation, having achieved notable victories in both securities fraud class actions and derivative litigation, as well as having a strong regulatory enforcement practice. The firm is particularly strong in busted IPO cases, though it handles a broad spectrum of work for both major financial institutions and large corporates. Litigation chair Tariq Mundiya and co-chairs of securities litigation Todd Cosenza  and Antonio Yanez in New York are the principal practitioners. Cosenza recently succeeded in resolving a high-stakes securities class action against CBS, which was accused of making false or misleading statements related to sexual misconduct by its former CEO. The firm’s IPO work includes the on-going representation of underwriters to Uber’s $1bn listing. Litigation partners Charles Dean Cording in New York and Laura Leigh Geist in San Francisco also feature in high-profile cases.

Practice head(s):

Tariq Mundiya; Todd Cosenza; Antonio Yanez

Key clients

CBS Corporation and its executives

GWG Holdings, Inc.

Underwriters to Uber’s $8.1 billion IPO

Cloopen Group Holding Ltd. (“Cloopen”) and its underwriters in U.S. IPO

Goldman Sachs & Co., LLC, Morgan Stanley & Co., LLC, and eight remaining members of an investment banking syndicate (Oscar Health)

L-5 Healthcare Partners, LLC

Nine underwriters in Farfetch Limited’s initial public offerings

The underwriter group of Casper’s February 7, 2020 IPO

Former SEC Officials and Law Professors (Arkansas Teacher)

Directors and Officer of Spruce Power Holding Corporation f/k/a XL Fleet Corp. f/k/a Pivotal Investment Corporation II

AdaptHealth Corp. and its current and former officers

Underwriters of Vroom Inc.’s June 9, 2020 IPO

SMBC Nikko Securities America Inc

CareDx, Inc. and current and former company executives

Barclays Capital Inc., Credit Suisse Securities USA LLC, Goldman Sachs & Co. LLC, JMP Securities LLC, KeyBlanc Capital Markets Inc., Morgan Stanley & Co. LLC, Piper Sandler & Co., Telsey Advisory Group LLC, Wells Fargo Securities LLC

Board Members of Wells Fargo & Co.

Union Square Ventures

Resideo

Work highlights

  • Successfully resolved a major securities class action brought against CBS and several of its officers and directors, including former CBS CEO Les Moonves, pending before Judge Caproni of the Southern District of New York.
  • Represented the underwriting syndicate of Farfetch Ltd.’s 2018 IPO, led by Goldman Sachs & Co. LLC and J.P. Morgan, in securing a unanimous Second Circuit affirmance of the dismissal of a shareholder class action filed in the wake of a decline of almost 45% in Farfetch’s stock price and a market cap drop of nearly $2 billion.
  • Representing Goldman Sachs & Co., LLC, Morgan Stanley & Co., LLC, and eight remaining members of an investment banking syndicate in a putative securities class action lawsuit arising out of the $1.4 billion March 2021 initial public offering of insurance tech company, Oscar Health.

Finance > Restructuring (including bankruptcy): corporate Tier 2

Willkie Farr & Gallagher LLP‘s business reorganization and restructuring department in New York consists of a group of restructuring experts, including Thomas Mark , who represents debtors and strategic investors. The firm is noted for their company-side practice and can assist distressed companies both in and out-of-court, while also maintaining a creditor side practice, with specialists including Brett Miller that represents tort claimant committees, ad hoc bondholder and lender committees and official committees of unsecured creditors. The team has also advised on cross-border assignments, including involvement in the Cineworld and Imerys Talc America cases. Ana Alfonso  and Shelley Chapman are key names in the team. Andrew Mordkoff and Rachel Strickland have left the firm.

Other key lawyers:

Brett Miller; Ana Alfonso; Shelley Chapman; Thomas Mark; Dennis Jenkins; Melainie Mansfield

Testimonials

‘This team has mastered negotiating deals that on the surface seem unattainable. They’re also experts at generally finding solutions to complicated problems–especially when those solutions require skilled negotiators. To be sure, their advocacy in bankruptcy court is second to none. But what separates Willkie from the rest is their practical approach and skill in getting the outcome the client wants without the mess and risk that comes with more adversarial work.’ 

‘The lawyers I’ve worked with are goal oriented and goal driven. They don’t allow the procedure and adversarial nature of bankruptcy to district them from attaining what the clients want. Just the opposite, they deploy those procedures to attain meet the clients’ goals. That’s easier said than done. It takes not only expertise in bankruptcy law but also foresight, intellect, and skill to wield the bankruptcy process so effectively.’

‘Great firm for the most complicated restructuring cases. Excellent advocates for their clients.’

‘Dennis Jenkins is an exceptional restructuring lawyer in highly complex cases. He is a fierce advocate for his clients. Dennis is strong at the negotiating table and in the courtroom.’

Key clients

Clovis Oncology, Inc.

Independent Directors of the U.S. Entities of Cineworld plc

Official Committee of Unsecured Creditors of Core Scientific

Official Committee of Unsecured Creditors of Western Global Airlines

Official Committee of Unsecured Creditors of SAS AB

SL Green

JPMorgan Chase Bank, NA

Official Committee of Talc Claimants of Imerys Talc America

Future Claimants’ Representative in Whittaker Clark & Daniels

Ad Hoc Group of Secured Senior Noteholders and DIP Lenders of Sanchez Energy

Work highlights

  • Advised Clovis Oncology, Inc. in their highly contested chapter 11 cases, which featured a novel, live auction for parties to provide Clovis’ DIP financing on the most favorable terms.
  • Serving as counsel for the Committee in the chapter 11 restructuring of SAS AB and its affiliated debtors (collectively, the “Debtors” or “SAS”).
  • Negotiated resolutions of significant disputes and claims between and among debtors and their stakeholders in the PROMESA/Title III case of the Puerto Rico Electric Power Authority (PREPA).

Labor and employment > ERISA litigation Tier 2

Comprising a large specialist team, Willkie Farr & Gallagher LLP is well-equipped to take on 401(k) class actions lawsuits, putative ERISA actions and ESOP matters. Other areas of expertise include reimbursement rights, recovery of pension overpayments, ERISA estoppel and ESOP valuations. Craig Martin is a key name in the Chicago-based team, representing many of Chicago’s leading companies and notable families, appearing before courts and tribunals on a whole host of complex and technical litigation trials. Amanda Amert leads the team and brings a diverse portfolio of business litigation, appellate and arbitration experience. Matt D. Basil brings deep experience representing Fortune 500 companies on ERISA litigation, breach of fiduciary duty and internal investigations. Matthew Thomas specializes in high stakes litigation and arbitration, whilst LaRue Robinson brings significant trial experience as a former US Army prosecutor and focuses on class actions, employee benefits litigation and investigations. Laura Norris is another key name to note in the firm.  

Practice head(s):

Amanda Amert

Other key lawyers:

Key clients

Northwestern University

The Northern Trust Company

Olin Corporation

Univar Solutions

Former Directors and Officers of Appvion Corporation

MetLife Group Inc.

Aon Corporation

Work highlights

  • Representing Northwestern University in the U.S. Supreme Court, the Seventh Circuit issued a March 2023 ruling affirming the trial court’s decision.
  • Successfully obtaining a dismissal of a lawsuit brought against a group of former officers and directors of Appvion Corporation.
  • Representing Univar Solution in a putative class action alleging that defendants breached their fiduciary duties under ERISA in managing Univar’s 401(k) plan.

M&A/corporate and commercial > Private equity buyouts: large deals ($500m+) Tier 2

Willkie Farr & Gallagher LLP‘s practice remains prolific in private equity transactions, supervising a large volume of upper middle-market and bulge-bracket deals from its offices across the United States and abroad. Wide geographic breadth and sector expertise enables the team to advise on a diverse array of platform deals, add-on acquisitions, take-private transactions, and portfolio company mergers, including a growing number of transactions in sectors such as energy and healthcare as well as investments in the industrials and tech sectors. Jeffrey Poss is a key contact for the latter and recently advised Cetera on a $1.2bn take-private acquisition of fintech company Avantax. Poss co-leads the practice from New York with Neil Townsend, who is an expert on structuring, negotiating and implementing leveraged buyouts. Key contacts in Houston include energy transactions experts Sarah McLean, who joined from A&O Shearman in January 2024, and Archie Fallon. New York lawyer Matthew Rizzo is a specialist for private equity buyouts in the healthcare sector.

Practice head(s):

Jeffrey Poss; Neil Townsend

Other key lawyers:

Matthew Rizzo; Archie Fallon; Morgan Elwyn; Rosalind Kruse; Aaron Savella; Ray LaSoya

Testimonials

‘They know us incredibly well and have depth across everything we need.’

‘Jeffrey Poss is a long-time partner. Trust him implicitly. Terrific in the trenches but also really sees the big picture.’

‘Organizational capabilities are top-tier. Recent innovations include an online legal database for our portfolio companies to improve efficiency and collaboration. Overall team’s breadth of expertise, efficiency, and ability to be commercial is very strong. The team is able to address the heart of an issue succinctly and efficiently. The team is also incredibly responsive and transparent.’

‘Rosalind Kruse – exceptionally seasoned attorney who manages her teams effectively and gives surgical advice and guidance. Highly trust her commercial acumen and negotiating skills. Aaron Savella is a recently promoted partner who has distinguished himself with responsiveness, transparency, and an evolving business judgement/commercial acumen that we appreciate.’

‘Their business-minded and partnership approach is what stand out. They have a strong ability to find solutions to business problems while also being flexible to come to a compromise when needed. They are great at protecting us from liabilities and risks. They are extremely timely while also being thoughtful in their responses. The Willkie Farr corporate and M&A lawyers work hand-in-hand with great functional experts.’

‘They are smart, hardworking, and experienced. Rosalind Kruse and Aaron Savella are great partners. They roll up their sleeves on complex and sophisticated matters to find the right solution to the problem.’

Key clients

3i Group plc

Aquiline Capital Partners

Aquiline Technology Growth

Atlas Holdings

Avista Capital Partners

Blue Wolf Capital Partners

Calvert Street Capital Partners

The Capstreet Group

CapVest

CIP Capital

Court Square

CVC

FFL Partners

FTV Capital

Genstar Capital

iCON Infrastructure Partners VI, L.P.

Insight Partners

Irenic Capital Management

Platinum Equity

Recognize Partners

Sixth Street

Tenex Capital Management

TowerBrook

Warburg Pincus

Shamrock Capital Advisors

Eden Capital

The Chernin Group

North Road Company

Caliche Development Partners II

Cresta Fund Management LLC

Haddington Ventures

Longbow Capital Inc.

LS Power

OneRock Energy Holdings, LLC

Panamint Capital

Work highlights

  • Represented Franchise Group, Inc.’s CEO in connection with the $2.6bn acquisition of Franchise Group by a senior management team in partnership with an investor consortium.
  • Advised Cetera Financial Group on its approximately $1.2bn take-private acquisition of Avantax, Inc.
  • Advised Blue Wolf Capital Partners LLC on its proposed $1.2bn take-private acquisition of LOGISTEC Corporation, a North American marine terminal operator.

M&A/corporate and commercial > Shareholder activism Tier 2

In its shareholder-side activism practice, Willkie Farr & Gallagher LLP represents investors who regularly engage in activist campaigns and proxy contests. It counts Third Point Capital among its key investor clients, and the practice’s recent slate of matters has included successful proxy contests for investment companies and individual shareholders. Seasoned litigator and litigation department chair Tariq Mundiya is a key contact for proxy contests and advises on both the shareholder and board sides of matters. He co-leads the department with Russell Leaf, a corporate governance and M&A expert who also has experience acting on either side of shareholder activism matters, and Robert Stebbins, whose corporate governance practice is particularly strong in SEC compliance and enforcement issues. Jared Fertman is a further key contact who has recently acted for a number of prominent activist investors in high-profile campaigns. All named lawyers are based in New York.

Practice head(s):

Robert Stebbins; Russell Leaf; Tariq Mundiya

Other key lawyers:

Testimonials

‘Few teams have the experience in shareholder activism that Willkie has. Their teeth have been sharpened through multiple successful shareholder campaigns, which is invaluable.’

‘Russell Leaf and Jared Fertman are bright, engaged and experienced. They have an appreciation for both the details and the big picture which is invaluable.’

Key clients

Elliott Management

Icahn Associates

Innoviva

New Mountain Vantage

Sarissa Capital Management

Third Point LLC

Xerox Holdings Corporation

Work highlights

Media, technology and telecoms > Technology transactions Tier 2

Willkie Farr & Gallagher LLP is a key destination for blue-chip tech providers, social media platforms, and corporations in the life sciences sector. The firm is well-placed to handle cloud services arrangements as well as deals related to software licensing, generative AI projects, and quantum computing technologies. The department is jointly led by the ‘smart and strategic’ Palo Alto-based Matthew Berger and experienced partner Matthew Makover, who is based in New York. Berger focuses on complex tech projects for clients in the alternative energy sector and also handles matters relating to semiconductors and computer hardware, while Makover concentrates on IP matters involving the licensing of patents, data, and software. In Palo Alto, Tiffany Lee counsels clients from the media and entertainment industries on various licensing and IP issues, while New York-based Eugene Chang is noted for his expertise in IP commercialization.

Practice head(s):

Matthew Berger; Mathew Makover

Other key lawyers:

Testimonials

‘The team is extremely responsive and provides sound, commercial advice. It understands our business and our needs and delivers solutions while making sure the company is sufficiently protected.’

‘Very responsive, smart, and strategic, with a focus on both the big picture and small details. Creates value for their clients with superior negotiating skills and strategies.’

‘Matthew Berger has an incredible knowledge of inner workings of supply chain industry players, participants and related deals in Silicon Valley.’

‘Extremely insightful, flexible to the needs of the business, collaborative, and very experienced.’

‘The partners I worked with help take into account the personal nature of the transaction. They help create a framework that works for the company but also for the resultant partnership – which is extremely important!’

‘Matthew Berger has excellent sector knowledge.’

Key clients

Meta Platforms, Inc.

Meta Platforms Technologies, LLC

Salesforce

City of Hope

Dong-A Pharmaceutical

LG Display

LG Innotek Co., Ltd.

Alpine Investors

QuEra Computing

Xponential Fitness, Inc.

AIRNA

Clovis Oncology

TikTok U.S. Data Security Inc.

Intevac Corporation

Neuralink

Pony.ai

Relias

Samsung

Mitsubishi Corporation

Global[X]Digital

Snap, Inc.

Akorn Operating Company LLC

FTV Capital

Accedian

AccessESP

American Financial Exchange

Essent Group Ltd.

Exela Technologies Inc.

Franklin Templeton

iCON Infrastructure

Insight Partners

Kaleyra, Inc.

Numerix

Overtime Elite

Southeastern Grocers

Stone Point Capital

TradePending

Truist Insurance Holdings

Utah Jazz

Xerox

Work highlights

  • Advised Meta on the design, development, manufacture, supply, support, and maintenance of its service and other data centers.
  • Advised AIRNA on all its significant legal matters, including its incorporation, financing, R&D agreements, tech licensing, and university licensing arrangements, governance matters, and tax matters.
  • Advised Xerox Holdings Corporation on the disposition of its Palo Alto Research Center to SRI International.

Dispute resolution > Leading trial lawyers Tier 3

Craig Martin, Midwest chair at Willkie Farr & Gallagher LLP in Chicago, is a well-respected trial lawyer with the ability to act in both civil and criminal trials. Martin represents clients in court at both state and federal level and has a great deal of trial experience. A standout matter in 2023 was an ongoing matter for Northwestern University, a case whose significance lies its impact on retirement plans for corporate America and specifically, individuals in higher education more generally.

Dispute resolution > M&A litigation: defense Tier 3

Willkie Farr & Gallagher LLP in New York has standout litigators in head of litigation Tariq Mundiya, and co-chairs of M&A litigation Sameer Advani and Shaimaa Hussein. Together they handle complex matters for large corporates, controlling shareholders, boards of directors, special committees and financial advisors. The work includes Delaware activism and takeover litigation, contentious going private transactions, and matters concerning alleged conflicts of directors or financial advisors. Hussein led a team that is representing directors of Spruce Power Holding Corporation, formerly known as Pivotal Investment Corporation, in a challenge to a SPAC transaction in which Pivotal bought vehicle electrification company XL Hybrids.

Practice head(s):

Tariq Mundiya; Sameer Advani; Shaimaa Hussein

Key clients

Directors and Officer of Spruce Power Holding Corporation f/k/a XL Fleet Corp. f/k/a Pivotal Investment Corporation II

GenapSys Inc.

Sarissa Capital Management LP and Alexander J. Denner

Dan Caruso

Mesquite Creek Wind LLC (joint venture between Sumitomo Corporation and Duke Energy)

PE Fund LP, Green Health Endeavors LLC, and William Wrigley, Jr.

Work highlights

  • Representing a former officer and directors of Pivotal Investment Corporation II (Pivotal) and in federal and state court litigation challenging a SPAC transaction in which Pivotal purchased XL Hybrids, Inc. (XL), a leading vehicle electrification provider.
  • Represented biotech company GenapSys Inc. in a multi-front battle that featured actions in a California state court, the Delaware Court of Chancery, and the Delaware bankruptcy court, and ultimately prevailed over the former CEO and founder’s repeated attempts to seize control of the DNA-sequencing company.
  • Representing defendants Alexander J. Denner, Sarissa Capital Domestic Fund LP, Sarissa Capital Management GP LLC, Sarissa Capital Management LP, and Sarissa Capital Offshore Master fund LP in litigation arising from the 2018 sale of Bioverativ Inc. to Sanofi S.A.

Energy > Energy regulation: electric power Tier 3

Willkie Farr & Gallagher LLP is praised for its ‘broad and deep experience in the entire energy space’, which the firm leverages to advise a wide range of clients active in the electric power sector, including generation and transmission clients, commodity traders, and utilities. Norman C. Bay, hailed by clients as ‘the strongest FERC lawyer in the country’, has a very active regulatory practice that spans enforcement and compliance as well as transactions and ratemaking, while Paul Pantano complements his know-how of the energy industry with expertise in commodities and derivatives law. All named attorneys are based in Washington DC.

Practice head(s):

Norman C. Bay

Other key lawyers:

Testimonials

‘The Willkie team has broad and deep experience in the entire energy space.’

‘Norman Bay is perhaps the strongest FERC lawyer in the country and leads an exceptional team, particularly in the enforcement space.’

‘WFG’s deep expertise with FERC regulations, practice, litigation, and applicable precedent set this practice apart. Their attorneys collaborate efficiently and professionally with our subject matter experts to produce top-quality legal product.’

‘Norman Bay is a brilliant attorney who has helped our business tremendously. Norman is unmatched in his ability to quickly understand complex rate design, market power, or other energy-related issues, and to provide thoughtful guidance on how to advocate in our company’s best interest.’

Key clients

Citigroup Energy Inc.

EDF Trading North America

EDF Renewables

Futures Industry Association Inc.

Invenergy

Atlantic Shores Offshore Wind

Mitsui Busan Commodities Inc.

NextEra Energy Resources

RWE

United Power

Upstream Clean Energy

Vistra Corp

Wells Fargo Bank, NA

Energy > Energy transactions: oil and gas Tier 3

From its Houston, New York and Washington DC offices, Willkie Farr & Gallagher LLP routinely handles a mixture of energy-related transactions spanning the upstream, midstream and downstream sectors. In addition to advising on the acquisition and divestiture of upstream and midstream assets, joint ventures and drilling partnerships, the team also handles financing and capital markets projects in the energy sector, including syndicated debt restructuring and structured energy commodities.  The ‘exceptionalArchie Fallon leads the team and represents private equity funds and corporate clients in a variety of energy transactions, while Brad Honeycutt is the go-to choice for upstream and midstream North American oil and gas companies. Tan Lu joined the firm from Vinson & Elkins LLP in early 2023, bringing expertise in upstream and midstream acquisitions and divestitures. All mentioned attorneys are based in Houston. Jay Hughes left the team in January 2024.

Practice head(s):

Archie Fallon

Other key lawyers:

Jay Hughes; Brad Honeycutt; Tan Lu

Testimonials

‘Excellent services.’

‘Archie Fallon is an exceptional lawyer.’

Key clients

AccessESP Holdings Limited

Avolta Power, Inc.

Axis Energy Services Holdings, LLC

Caliche Development Partners II

Coterra Energy Inc.

Cresta Energy Fund

Easton Energy

Enstor Gas

Haddington Ventures, LLC

Longbow Capital

Magnum Liquids Holdings

Mitsui

OneNexus Environmental

Sage Butte

Pan Capital

Panamint Capital

Sentinel Midstream LLC

TFH Reliability Group, LLC

Western Midstream Partners, LP

Finance > Commercial lending Tier 3

Leveraged buyouts and dividend recapitalizations are key areas of expertise for Willkie Farr & Gallagher LLP and the team is prominent on the borrower side of high value acquisition financings. Viktor Okasmaa and Andres Mena co-lead the practice from New York; Okasmaa advises an impressive roster of public and private companies on acquisition financings and leveraged buyouts, and Mena focuses his practice on debt financing transactions, particularly private equity matters. Also in New York, Joshua Deason advises on secured and unsecured financings, such as bridge, mezzanine, mutual fund and subscription financings, while Jason Pearl handles loan and capital markets transactions, including first- and second-lien financings and ABL facilities. In Chicago, Jacob Schtevie excels in the negotiation and documentation of credit facility structures. An expert in debt financing, Andrew Thomison advises on working capital credit facilities, asset-based financings, and high-yield debt offerings from Houston. Timothy Landwehr is also highlighted as a standout member of the team.

Practice head(s):

Viktor Okasmaa; Andres Mena

Key clients

B&G Foods

Carrix

Cetera Financial Group

Fidelity National Information Services, Inc. (FIS)

Franchise Group

Franchise Group CEO Brian Kahn

JPMorgan Chase Bank

Marcal Paper

PBF Holding Company

Platinum Equity

Sixth Street and BGH Capital

Solenis

B&G Foods

Carrix

Cetera Financial Group

Fidelity National Information Services, Inc. (FIS)

Franchise Group

Franchise Group CEO Brian Kahn

JPMorgan Chase Bank

Marcal Paper

PBF Holding Company

Platinum Equity

Sixth Street and BGH Capital

Solenis

Work highlights

  • Advised Fidelity National Information Services, Inc. on a $2bn revolving credit facility.
  • Advised Franchise Group CEO Brian Kahn on completing a $2.6bn take-private transaction.
  • Advised PBF Holding Company on an amended and restated $3.5bn revolving credit facility.

Finance > Structured finance: derivatives and structured products Tier 3

Willkie Farr & Gallagher LLP is greatly experienced in listed and OTC derivatives, supporting its clients in transactional, regulatory and enforcement matters. Its clientele includes entities from across the sector, such as dealers, financial institutions, trading houses and commercial end-users of derivatives. Based in New York, John Thomas, who specializes in commodity derivative matters, heads the practice alongside Neal Kumar, who works in Washington DC and is expert in regulatory matters concerning the CFTC and NFA as well as regulations surrounding digital assets. Margo Bailey left the firm in June 2024.

Practice head(s):

John Thomas; Neal Kumar

Testimonials

‘What I like about the team is that you get direct answers, no equivocating unless the issue really has no clear answer. Even then, thoughtful advice is provided to help guide the client.’

‘Depth of knowledge and accessibility.’

‘Neal Kumar is responsive, understands the goals that need to be accomplished and has deep, practical knowledge resulting in useful guidance.’

Key clients

CBOE Digital

Citigroup Energy Inc.

Futures Industry Association Inc.

Managed Funds Association

Mitsui Busan Commodities Ltd.

Nadex

Natixis

NextEra Energy Resources

Viterra

Investment fund formation and management > Alternative/hedge funds Tier 3

Specializing in advising a range of hedge fund and investment managers on the full range of SEC and CFTC related regulatory matters, the hedge funds team at Willkie Farr & Gallagher LLP is led by a six-person team including Phillip Isom, Margery Neale, Lior Ohayon, Joseph Cunningham, Rita Molesworth, and Mark Vandehaar. The team's key strengths include assisting with management structuring, acting as fund counsel in negotiations, and advising on fund manager formations. Gabriel Acri regularly handles related cross-border matters, assisting international investment advisers and other clients on securities and alternative investment vehicles, while Deborah Tuchman advises advising on the distribution of real estate investment trusts. All listed lawyers are based in New York.  

Practice head(s):

Phillip Isom; Margery Neale; Lior Ohayon ; Joseph Cunningham; Rita Molesworth; Mark Vandehaar

Other key lawyers:

Work highlights

Investment fund formation and management > Private equity funds (including venture capital) Tier 3

Willkie Farr & Gallagher LLP is a popular choice for financial institutions and wealth managers, private equity sponsors and managers who praise the ‘highly knowledgeable and responsive team’ for their strong representation across traditional product structures and the evolving product landscape’The practice covers liquidity solutions including LP secondary transactions, GP-led transactions as well as fund formations and restructurings across diverse asset classes. New York based partners Phillip Isom and Lior Ohayon jointly lead the practice, with the former counting spin-out transactions and buyer and seller representation during secondaries transfers to some of his areas of expertise, and the latter focusing on private equity, credit, infrastructure and real estate funds, both on a national and a global level. Further key members of the department also based in New York include Arash Farhadieh who advises private funds across the US, Europe and other emerging markets, Laura Friedrich, who works with private equity, venture capital and hedge funds and Matthew Block, who is well versed in secondaries and liquidity solution focused transactions and joined the practice from Kirkland & Ellis LLP in August 2023. Chicago lawyer Nathaniel Marrs joined the team in April 2024, bringing with him a focus on funds investing in the infrastructure sector from his previous position at DLA Piper LLP (US).

Practice head(s):

Phillip Isom; Lior J. Ohayon

Other key lawyers:

Arash Farhadieh; Laura Friedrich; Brian Greene; David Hong; Kevin Kim; John Knapke; Larissa Marcellino; Mark Proctor; Giovanni Smedley; Nathaniel Marrs

Testimonials

‘We have worked on PE, Credit and Continuation Vehicle funds. The teams are super-smart with a wealth of experience working with top tier firms. They are very helpful, practical guides.’

‘We work with Mark Proctor and Matt Block, and Larissa Marcellino plays a quarterback role. Mark and Matt know their domains deeply and deliver documents and advice on a timely basis. Larissa plays an overarching role, which has proven crucial. We are exceedingly pleased with the performance of our Willkie teams.’

‘Phenomenal partners. Highly knowledgeable and responsive team providing strong representation across traditional product structures and the evolving product landscape.’

‘Lior Ohayon is a consummate professional with excellent ability to reason, problem solve, and manage a high-quality team. I appreciate their knowledge, attention to detail, and dedication to providing strong results.’

‘WFG is always willing to jump on a call with us and/or our fund partners to talk through agreements, comments, feedback, etc. Willkie is always helpful and ready at a moment’s notice.’

‘Brian Greene can always be counted on as a knowledgeable, reliable partner. Brian carries extensive industry knowledge & intellectual capital that gives us comfort going into negotiations. The broad team he works with gives us great support and is very responsive to our requests.’

‘Excellent client service. The team really gets to know their clients and their preferences and objectives. They have added team members and moved people up in responsibility as appropriate.’

‘The team knows us and is able to advise based on our needs and objectives. They don’t waste time working on things they know are not material to us. They are commercial. Arash Farhadieh and Giovanni Smedley are among the members who are very valued by our firm.’

Key clients

Alliance Consumer Growth, LLC

Apogem Capital

Aquiline Capital Partners

Assured Healthcare Partners LLC

Astorg Partners

Banneker Partners

Blue Water Energy

Bridge Growth Partners

Enlightened Hospitality Investments

Evergreen Residential Holdings

First Manhattan Co.

Flexis Capital

Full-In Partners

Gainline Capital Partners LP

Grant Avenue Capital

Harbor International Group

ICV Partners

Insight Partners

International Finance Corporation

LS Power Private Equity

Monarch Alternative Capital

Morgan Stanley

PAI Partners

Paramount Group

Pickering Energy Partners

PJT Capital Partners

Post Oak Energy Capital

Prosperity Asset Management

Redbrick LMD

The Related Companies

Related Fund Management

Second Alpha Partners

Sound Point Capital

Standard Real Estate Investments

STORY3 Capital

Vantage Infrastructure

Warner Music Group

Wellington Asset Management

Labor and employment > Employee benefits, executive compensation and retirement plans: transactional Tier 3

Willkie Farr & Gallagher LLP frequently advises private equity sponsors, investment funds, and boards of directors on employee benefits, executive compensation, and ERISA aspects within corporate transactions. The firm has a notable track record in the insurance sector, exemplified by its role in advising Alleghany on its $11.6 billion acquisition by Berkshire Hathaway. Practice co-head Michael Katz, based in New York, is experienced in equity awards, the tax consequences of golden parachutes, and the liabilities associated with employee benefits in contexts such as leveraged buyouts, spin-offs, and corporate restructurings. Also in New York, fellow practice leader Jordan Messinger counsels public and private entities, boards, and compensation committees on a range of compensation and benefits issues, including those related to tax, securities law, and corporate governance. Rose Ohanesian, another New York-based attorney, deals with Section 280G parachute payment matters, employee tender offers, and the establishment of ongoing equity programs. In Washington DC, Alexander Ryan focuses on ERISA Title I issues, while San Francisco’s Scott Thompson offers expertise in complex equity and incentive compensation agreements.

Practice head(s):

Michael Katz; Jordan Messinger

Testimonials

‘Jordan Messinger is a strong and busy lawyer with a broad range of expertise.’

‘Jordan Messinger’s responsiveness and creativity make him the shining star of the Willkie Employment Law practice.’

‘Jordan Messinger is a gem of a lawyer. He is responsive, efficient, and creative in enabling me to make a proper business decision.’

‘Alexander Ryan is an outstanding Title I attorney. ’

‘They understand our business and our approach, leading to realistic advice in line with our philosophies. Response and turnaround time are timely and highly detailed. Proactive advice on adjacent scenarios has led to valuable actions and decisions.’

‘Absolute measure to work with. Knows the material inside out and how it applies to our environment. Clearly working for the success of our business with recommendations to help us improve even in non-acute situations. Response time is swift.

‘I have complete trust in Willkie, not just for expert legal and commercial counsel but because I know they have my best personal interests at heart.’

‘Scott Thompson is a fabulous partner. I feel like the relationship goes far beyond counsel/client and that makes for a priceless partnership.’

Key clients

Franklin Resources, Inc. (d/b/a Franklin Templeton)

Franchise Group, Inc. CEO Brian Kahn

CommerceHub

Carrix, Inc.

Alleghany Corporation

Warburg Pincus

Fresh Express Incorporated

Insight Partners

CMA CGM

Accedian

EG Acquisition

Fidelis Insurance Holdings Limited (FIHL)

Japan Post Insurance

SCOR

FFL Partners

Standard Real Estate Investments, LP,

Arevia Power

Work highlights

  • Advised Franklin Templeton on the acquisition of Putnam Investments and strategic partnership with Power Corporation of Canada and Great-West Lifeco.
  • Represented Franchise Group CEO Brian Kahn in a $2.6 billion take-private transaction.
  • Represented CommerceHub, a portfolio company of Insight Partners, in its acquisition of ChannelAdvisor Corporation.

Media, technology and telecoms > Telecoms and broadcast: regulatory Tier 3

The communications and media team at Willkie Farr & Gallagher LLP advises key players in the sector, such as Comcast Corporation and the NCTA. With experience before various federal and state regulatory authorities, the group provides compliance advice, represents clients in rulemaking and investigatory proceedings and advises on challenges to regulators. The team’s expertise encompasses Open Internet, set-top boxes, business data services, intercarrier compensation reform and broadband deployment. Michael Hurwitz and Jonathan Friedman lead the team in Washington DC, both bringing extensive experience advising on regulatory compliance matters before the FCC and other agencies. Melanie Medina has a broad wireless spectrum practice that spans spectrum auctions, licenses, secondary-market transactions and representation in rulemakings and other proceedings. David Murray focuses on litigation and arbitration matters within the media and communications industry. Mia Hayes represents clients in FCC rulemakings and enforcement proceedings, while Michael Jones advises on investment in media and telecoms companies, including foreign investment.

Practice head(s):

Jonathan Friedman; Michael Hurwitz

Other key lawyers:

Testimonials

‘This is a strong communications practice in a big full-service law firm, so the communications team is positioned to help clients across a broad array of issues.’

‘They see the big picture and think strategically as well as paying attention to important details.’

Key clients

Comcast Corporation/NBCUniversal

NCTA – The Internet & Television Association

ForgeLight, LLC

Atairos

Work highlights

  • Advising Comcast on the legal and policy implications of a new digital discrimination statute enacted by Congress under the Infrastructure Investment and Jobs Act.
  • Advised Atairos, and its strategic partners Comcast Corporation and NBCUniveral, on the FCC aspects of their joint 30 percent investment stake in Opry Entertainment Group (OEG), among other media and multi-platform assets.
  • Represented affiliates of ForgeLight, LLC and its principal Wade Davis (currently CEO of TelevisaUnivision Inc.) before the FCC in the acquisition of a majority interest in Univision Communications, Inc. (now TelevisaUnivision, Inc.) by an investor group led by ForgeLight.

Real estate Tier 3

Representing a diverse group of buyers and sellers, lenders and borrowers, Willkie Farr & Gallagher LLP’s real estate team advises across the full spectrum of real estate assets and sectors with highlights including sizeable transactions and development mandates in residential, condominiums, and offices along with mandates in the hotel and resort sectors. Negotiations and leasing arrangements are also strengths, as is the firm’s strong track record in financing, including mortgage and mezzanine loan structures, restructuring and workouts. The practice is also noted for its ability to draw on the firm’s bankruptcy, tax, and corporate & financial services groups. Operating out of New York is chair of real estate finance Krystyna Blakeslee as well as co-chairs of the real estate department Carly Glover Saviano, David Drewes, and Thomas Henry. In Los Angeles chair of real estate Misty Sanford is a key contact with expertise covering transactions, workouts, and private-public partnerships.

Practice head(s):

Thomas Henry; David Drewes; Krystyna Blakeslee; Misty Sanford; Carly Glover Saviano

Other key lawyers:

Carly Glover Saviano; Daniel Backer; Melissa Fischetti; Erin O’Loughlin

Testimonials

‘The real estate team at Willkie is top notch. They are extraordinarily detail-oriented, communicative, organized, and responsive. Our experience with them has been second to none.’

‘Carly Glover Saviano and Erin O’Loughlin – They are each extraordinarily detail-oriented, communicative, organized, and responsive. Perhaps most importantly, though, Carly is very sharp. She picks up on issues (in documents and high-level/conceptual) quickly. The teams provide frequent and clear written updates, turn documents quickly, offer recommended solutions and strategies, and are very customer service oriented.’

Key clients

Access Industries Inc.

Adept Development

AGC Equity Partners

Aspen Skiing Company

Breakthrough Properties

The Broad Museum

Brookfield

Cain International

Capital Senior Living Corporation

Caruso Affiliated Holding

Centerbridge Partners

Choice Hotels International

CIM Group & CIM Real Estate Credit

Commerz Real Fund

DigitalBridge Group, Inc. (fka Colony Capital)

Column Financial, Inc. (Credit Suisse)

The Davis Companies

DiamondRock Hospitality, Inc.

Faropoint

GI Partners

Goldman Sachs

Harbor Group International (HGI)

Harel Insurance Investments and Financial Services Ltd.

HIG Realty Partners

Hines Interests Limited Partnership

Hudson’s Bay Company

IO Data Centers LLC

Jiaming Investment (Group) Co., Ltd.

JP Morgan

KKR

Lyric Opera of Chicago

Mack Real Estate Credit Strategies

Meadow Partners

Mesa West

Metropolitan Life Insurance Company

MSD Capital

Natixis

Oaktree Capital Management

Paramount Group, Inc.

Reverance Capital Partners

SL Green Realty

St. John’s University

Sumitomo Mitsui Banking Corporation Group (SMBC)

Tishman Speyer

Trammell Crow Company

Van Barton Group

Washington Prime Group, Inc.

The Witkoff Group

Work highlights

  • Advised SL Green in its acquisition of 245 Park Avenue through a bankruptcy auction.
  • Advised Aspen Skiing Company and the Crown family in connection with a long-term lease at Rockefeller Center in Midtown Manhattan.
  • Advised Choice Hotels International in its proposal to acquire Wyndham Hotels & Resorts, Inc. in a transaction valued at approximately $9.8 billion.

Tax > US taxes: non-contentious Tier 3

Willkie Farr & Gallagher LLP’s non-contentious tax practice in New York works closely with lawyers in the firm’s other departments, especially corporate, finance, real estate and asset management, to advise on a high volume of middle-market and billion-dollar transactions. Practice head Christopher Peters advises domestic and international clients, including private equity funds and insurance companies, on the tax aspects of taxable and tax-free mergers, acquisitions, spin-offs, leveraged buyouts, and joint ventures. Guy Inbar is experienced in the formation of REITs, real estate funds, and joint venture vehicles. Elizabeth Buckley Lewis focuses on advising not-for-profit organizations and asset management clients. Arthur Lynch’s broad expertise extends to matters relating to the convergence of the insurance and capital markets spaces (such as insurance-linked funds, catastrophe bonds, and sidecar investments) as well as public and private offerings of securities of offshore insurance companies. Vadim Mahmoudov offers expertise in M&A, bankruptcy restructurings, and debt workouts.

Practice head(s):

Christopher Peters

Other key lawyers:

Guy Inbar; Arthur Lynch; Vadim Mahmoudov; Russell Pinilis; Isaac Silverstein; Robert Jacobson; Shane Nix; Bryan Kelly; Yaniv Maman; Elizabeth Buckley Lewis

Testimonials

‘Willkie stands out for its exceptional blend of unparalleled professionalism, for showing a deep understanding of the legal field, and for ensuring that all advice and solutions are legally sound and tailored to the client’s unique needs. The team also stands out for its efficiency and understanding of the value of clients’ time and resources, thereby adopting a streamlined approach to legal processes. This efficiency does not compromise the quality of work.’

‘Bryan Kelly is a standout individual whose skills and personal qualities make him a remarkable asset to the firm and me as its client. His project management skills are exceptional. He is adept at overseeing complex legal projects, ensuring they progress smoothly from inception to completion. His ability to foresee potential challenges and strategize accordingly is a testament to his expertise and experience in the field.’

‘We have a team of two experienced tax partners on our account who have significant institutional knowledge as well. They work closely with the corporate and finance teams within the firm which is very beneficial to us as the client.’

‘The team is extremely responsive to clients’ needs and requirements, experienced in the industries we are in and keen on providing pragmatic advices to solve problems at hand. ’

‘WFG’s experience, communication, and commercial nature in deals are competitive strengths. The team is able to zero in on key issues quickly but also fit style of communication to the audience. ’

‘Robert Jacobson has been a stand out. His experience, communication, and commercial nature in deals help us resolve structuring, diligence, and other issues quickly. He can also be strategic in how to position concepts with sophisticated counterparties.’

Key clients

Ferrara Candy Company

Fidelis Insurance Holdings Limited (FIHL)

Japan Post Insurance

Franklin Resources, Inc.

Kaleyra, Inc.

Brian Kahn (Franchise Group’s Chief Executive Officer)

Insight Partners

Tenex Capital

Standard Real Estate Investments

Second Alpha Partners

Stone Point Capital

Delaware Life Insurance Company

The NARCO Asbestos Trust

Truist Insurance Holdings, Inc.

Arevia Power

Work highlights

  • Advised Ferrara Candy Company in relation to tis acquisition of Dori Alimentos.
  • Represented Fidelis Insurance Holdings Limited (FIHL) in connection with its initial public offering on the New York Stock Exchange.
  • Advised Japan Post Insurance on its strategic partnership with KKR and Global Atlantic.

Antitrust > Merger control Tier 4

Willkie Farr & Gallagher LLP is active in domestic and cross-border mergers, with expertise in DOJ and FTC approvals, as well as multijurisdictional capabilities, representing international and US-based clients in merger clearances and investigations. The firm handles work in a wide range of regulated industries, with notable involvements in financial services, tech, and pharma. The team is jointly led by Wesley Powell  and Jeffrey Korn -Korn has been praised as a ‘tremendous litigator.’ Matthew Freimuth boasts significant trial experience, with particular expertise handling matters at the intersection of antitrust and intellectual property law. The team has been bolstered by the arrival of Katrina Robson from O'Melveny & Myers LLP, who has been lauded by clients as a ‘superstar’ and ‘one of the best antitrust litigators in her generation.’ All attorneys mentioned are based in New York. William Rooney  has left the firm.

Practice head(s):

Wesley Powell; Jeffrey Korn

Other key lawyers:

Matthew Freimuth; Katrina Robson; Agathe Richard

Testimonials

‘Wilkie’s merger team is high quality.’

‘Kati Robson is a superstar. She is one of the best antitrust litigators in her generation. She is a hidden gem.’

‘Willkie is our go-to firm for corporate, finance and real estate matters. Willkie’s antitrust practice group benefitted enormously from the addition of Katrina Robson. Robson is exceptionally knowledgeable and has impressed us, particularly with her proactive leadership style that has guided us through challenging merger control matters. Her excellent interpersonal skills are particularly impressive.’

‘Katrina Robson stands out for her ability to provide creative legal solutions and for the ease with which she explains the merger control rules to non-lawyers.

‘Jeff Korn is a tremendous litigator and his sense of advocacy is what makes the difference in interactions with the regulators.’

‘Agathe Richard always spots the right issues.’

‘From the initial consultation to the resolution of our case, the team was professional, knowledgeable, and supportive every step of the way. One of the things that impressed me the most was their attention to detail. They took the time to thoroughly review our case, answer our questions, and provide us with regular updates on developments of relevance for our case. I always felt informed and confident that my case was in good hands. Another thing that stood out to me was their dedication to achieving the best possible outcome. Overall, we received exceptional service.’

Key clients

Arkema Group

Carrix

Choice Hotels International, Inc.

CMA CGM

Cornerstone Healthcare Group

Forum of Firms

Franklin Templeton

HSBC

Kimmeridge

Lakeside Book Company, a portfolio company of Atlas Holdings, LLC

Lagardère Group

Mueller Industries, Inc.

Teva Pharmaceutical Industries Ltd.

Third Point

Truist Insurance Holdings, Inc.

Bending Spoons

Mueller Industries

Ever.Ag LLC

HSBC

Fitness Technologies

Work highlights

  • Advised Carrix on merger clearance for the deal to purchase Ceres Terminals from Macquarie Infrastructure Partners.
  • Representing HSBC in a proposed antitrust class action in the Southern District of New York, in which HSBC and four other banks and affiliates (Deutsche Bank, Citigroup, Royal Bank of Canada, and Morgan Stanley) are alleged to have conspired to fix the price of the British pound sterling denominated U.K. government bonds, known as gilt bonds.

Energy > Renewable/alternative power Tier 4

Willkie Farr & Gallagher LLP‘s power and renewable energy practice represents a range of utilities companies, independent power producers, investors, and developers in a spectrum of transactional and regulatory matters concerning power and renewable generation assets. The team is co-led by Houston lawyer Archie Fallon, renowned for his representation of private equity funds and corporate clients in strategic transactions – primarily within the energy, infrastructure, and technology sectors, alongside New York's Samantha Leavitt. In New York, co-head Eric Pogue chairs the firm’s global power and renewable energy group, while Washington DC’s Jorge Kamine focuses his capabilities on the debt and equity financing of projects, as well as the structuring, acquisition, and divestment of investments in a diverse array of energy and infrastructure projects. Amanda Rosenberg in Los Angeles is distinguished for her expertise in the development, financing, sale, and acquisition of renewable and clean energy assets. Former practice co-head Jay Hughes left the firm in January 2024.

Practice head(s):

Eric Pogue; Samantha Leavitt; Archie Fallon

Other key lawyers:

Testimonials

‘Extraordinary in their breadth of knowledge and ability to execute under pressure. They are invaluable to their clients in helping to get deals done at the best possible terms and conditions. There have been innumerable tight timelines that this team has successfully met.’

‘Eric Pogue has done a masterful job of providing his clients with proper counsel in terms of how to structure and negotiate transactions.’

‘Samantha Leavitt has done an extraordinary job keeping extremely complex deals with a large number of parties on track in a concise and efficient manner. Amanda Rosenberg has assisted her clients in obtaining coverage for new tax risks in a tax insurance policy, tax risks that had never been insured before.’

Key clients

Arevia Power

Available Power

Avolta

Climate Imperative

Cresta Fund Management

EDF Renewables

Eureka Resources

Haddinton Ventures

Invenergy

Lapis Energy, a portfolio company of Cresta Energy

Longbow Capital Inc.

Mitsui

Native State

Neuporter LLC

Panamint Capital

PBF Energy

Rhythm Energy

Work highlights

Environment > Environment: transactional Tier 4

Willkie Farr & Gallagher LLP advises clients, including developers and financiers, on a spectrum of environmental law issues. This encompasses transactions in M&A and real estate developments. The team is also adept at providing guidance on regulatory developments, environmental compliance, and reporting. Washington DC-based William Thomas heads the practice and is recognized for his expertise in international environmental law, as well as for advising on environmental litigation and compliance.

Practice head(s):

William Thomas

Testimonials

‘The firm’s transactional practice is innovative, timely, relevant and cutting-edge. They respond to the firm’s bets and get the job done. I have a very good opinion of them, as I am also part of a competing transactional law firm.’

‘William Thomas is a global leader in this practice. He is truly innovative, calm under pressure and a true client leader.’

‘William Thomas is in many ways the heart and soul of this practice group. He is collaborative and a true friend to other competing firms, does not hesitate to point out work, and is honest about the scope and capabilities of his firm. He is a real star.’

‘Very intelligent and qualified. Great to work with.’

Key clients

AccessESP

Atlas Holdings and Olympus Partners

Avista Capital Partners

Balcones Distilling

Benefit Resource, LLC (BRI)

Blue Wolf Capital Partners

Capstreet Group

Carrix

CMA CGM Group

EG Acquisition Corp.

Essent Group Ltd.

Flagstone Foods

Fresh Express Incorporated

Hub Promotional Group (HPG)

iCON Infrastructure Partners VI, L.P.

JPMorgan Chase Bank, N.A

Marcal Paper

Mitsui Sumitomo Insurance Co., Ltd. (MSI)

Odinsa S.A.

Platinum Equity

Second Nature Brands

Tenex Capital Management

Truist Insurance Holdings, Inc.

Xerox Holdings Corporation

Work highlights

  • Represented CapVest Partners LLP in the acquisition of Recochem, a leading global manufacturer, marketer, and distributor of aftermarket transportation and household fluids, from H.I.G Capital.
  • Represented Southeastern Grocers Inc., parent company of Fresco y Más, Harveys Supermarket and Winn-Dixie grocery stores, in its definitive agreements to sell its business lines to ALDI and Fresco Retail Group, LLC.
  • Represented Haddington Ventures in connection with the sale of its majority stake in ACES Delta, LLC, the developer of what will be the world’s largest green hydrogen production and storage facility, to Chevron USA Inc.

Finance > Capital markets: debt offerings Tier 4

Willkie Farr & Gallagher LLP has an impressive mix of investment grade, high-yield and convertible debt engagements. Healthcare, financial services and insurance are key sectors for the firm. It also advises a number of private equity houses and their portfolio companies, including in note offerings connected to acquisitions. New York partners Cristopher Greer and Gregory Astrachan co-chair the capital markets group. Edward Best  and John Ablan arrived in Chicago from Mayer Brown in August 2024.

Practice head(s):

Gregory Astrachan; Cristopher Greer

Other key lawyers:

Edward Best; John Ablan

Key clients

AdaptHealth Corp.

CenturyLink, Inc.

Clovis Oncology, Inc.

Exela Technologies

Fidelity National Information Services, Inc. (FIS)

Franklin Resources

HealthEquity, Inc.

Interpublic Group

Platinum Equity

Ryerson Holding Corporation

Take-Two Interactive Software, Inc.

The Northwestern Mutual Life Insurance Company

Victory Capital Holdings, Inc.

W. R. Berkley Corporation

Finance > Capital markets: high-yield debt offerings Tier 4

Willkie Farr & Gallagher LLP has a prestigious history in high-yield debt offerings connected to M&A and private equity buyouts. Among other clients, the firm frequently advises Platinum Equity and its portfolio companies on debt offerings to support acquisitions. The capital markets team is best known for issuer-side representation and is notably active in technology and healthcare sector offerings. Cristopher Greer and Gregory Astrachan are key names, based in New York. Edward Best  and John Ablan joined the team in Chicago from Mayer Brown in August 2024.

Practice head(s):

Gregory Astrachan; Cristopher Greer

Other key lawyers:

Edward Best; John Ablan

Key clients

AdaptHealth Corp.

CenturyLink, Inc.

Clovis Oncology, Inc.

Exela Technologies

Fidelity National Information Services, Inc. (FIS)

Franklin Resources

HealthEquity, Inc.

Interpublic Group

Platinum Equity

Ryerson Holding Corporation

Take-Two Interactive Software, Inc.

The Northwestern Mutual Life Insurance Company

Victory Capital Holdings, Inc.

W. R. Berkley Corporation

M&A/corporate and commercial > M&A: large deals ($1bn+) Tier 4

The ‘smart, hardworking, and experienced’ practice at Willkie Farr & Gallagher LLP is comprised of skilled attorneys capable of handling a wide array of transactional issues, ranging from complex leveraged buyouts to minority investments. The focal point of the firm’s expertise revolves around the asset management, finance, and healthcare sectors, with the New York-based leading trio of David Boston, Russell Leaf, and Adam Turteltaub bringing in-depth knowledge on all types of acquisitions and corporate governance matters to the offering. Steven Seidman focuses on securities law issues, Thomas Cerabino is knowledgeable on joint ventures, and the ‘outstanding’ Gregory Astrachan frequently advises on transactions in the insurance and financial services sectors. Rosalind Fahey Kruse and Houston-based Aaron Savella are also noted as key.

Practice head(s):

David Boston; Russell Leaf; Adam Turteltaub

Other key lawyers:

Steven Seidman; Thomas Cerabino; Gregory Astrachan; Laura Delanoy; Rosalind Fahey Kruse; S. Kris Agarwal; Archie Fallon; Ryan Giggs; Aaron Savella

Testimonials

‘Strong practice in the insurance industry.’

‘Greg Astrachan is an outstanding partner. He knows how to oversee and manage a complex transaction and provides excellent advice, understanding the needs and goals of the client.’

‘Their business-minded and partnership approach is what stand out. They have a strong ability to find solutions to business problems while also being flexible to come to a compromise when needed. They are great at protecting us from liabilities and risks. Versus other firms I have worked with, they are extremely timely while also being thoughtful in their responses. The Willkie Farr corporate M&A lawyers work hand-in-hand with great functional experts.’

‘They are smart, hardworking, and experienced. Rosalind Kruse and Aaron Savella are great partners. They roll up their sleeves on complex and sophisticated matters to find the right solution to the problem.’

 

Key clients

AccessESP Holdings Limited

AlixPartners

Alleghany Corporation

Aquiline Capital Partners

Arevia Power

Atlas Holdings

Available Power

Balcones Distilling

BGH Capital

Blue Wolf Capital Partners

Brillstein Entertainment Partners

Caliche Development Partners II

Capstreet

Carrix

Cetera Financial Group

Charah Solutions, Inc.

Choice Hotels International

CMA CGM Group

Cresta Fund Management LLC

Delaware Life Insurance Company

Essent Group, Ltd.

Franchise Group, Inc.

Franklin Templeton Investments

Fresh Express Incorporated

Haddington Ventures

Hub Promotional Group (HPG)

iCON Infrastructure LLP

Insight Partners

Irenic Capital Management

Japan Post Insurance

Kaleyra, Inc.

Lakeside Book Company

Longbow Capital Inc.

LS Power

Marcal Paper

Mitsui Sumitomo Insurance Co. Ltd.

North Road Company

Odinsa S.A.

OneNexus Environmental

OneRock Energy Holdings, LLC

Panamint Capital

PBF Energy Inc.

Resideo Technologies

REV Renewables

Shamrock Capital Advisors

Sixth Street

Southeastern Grocers Inc.

SPIN

Stone Point Capital LLC

Take-Two Interactive Software, Inc.

Truist Insurance Holdings

Western Midstream

Westwood Holdings Group, Inc.

Work highlights

  • Advised Alleghany Corporation in its $11.6bn acquisition by Berkshire Hathaway.
  • Advised Truist Insurance Holdings, Inc. in its approximately $3.4bn acquisition of BankDirect Capital Finance from Texas Capital Bancshares, Inc.
  • Represented Franchise Group, Inc. in the $2.6bn take-private acquisition of Franchise Group by a senior management team in partnership with an investor consortium.

Media, technology and telecoms > Cyber law (including data privacy and data protection) Tier 4

The privacy, cybersecurity and data strategy team at Willkie Farr & Gallagher LLP supports clients in a range of digital innovation, cyber risk, and data breach legal and policy issues, including those involving generative AI. DC-based co-chair Laura Jehl is particularly experienced in AI and emerging technologies matters, combining business and legal expertise. Also in DC, co-chair Daniel Alvarez is noted for his work with innovative data uses along with crisis management experience. Ben Hur  handles data privacy litigation from the firm’s base in San Francisco, litigating both federally and on a state level for technology companies of all sizes. Susan Rohol joined the team in September 2023, bringing in house privacy expertise to her work across the Los Angeles and New York offices.

Practice head(s):

Daniel Alvarez; Laura Jehl

Other key lawyers:

Ben Hur; Simona Agnolucci; Susan Rohol

Key clients

IPG/Acxiom

Match.com

Digital Dollar Project

TikTok

Aon PLC

Ulta Beauty Inc.

Google LLC

Skidata

Comcast Corporation

Cetera Financial Group, a portfolio company of Genstar Capital

Work highlights

  • Advising the Digital Dollar Project on the privacy and cybersecurity implications of the potential development and deployment of a U.S. Central Bank Digital Currency (“CBDC”), including consideration of various technological privacy safeguards and system architecture.
  • Regularly asked to advise TikTok on a variety of privacy, social media, and content moderation matters.
  • Representing Google in five lawsuits filed by State Attorneys General for Arizona, Texas, Washington, Indiana and the District of Columbia, alleging Google used deceptive and unfair practices to obtain users’ location data.

Media, technology and telecoms > Media and entertainment: transactional Tier 4

Willkie Farr & Gallagher LLP‘s entertainment, sports and media practice guides clients such as production companies, A-list actors and publishers through transactions spanning recapitalizations, acquisitions, and strategic investments. The Los Angeles group is overseen by Alan Epstein, who chairs the entertainment transactions practice, Sidney Fohrman, who chairs the music and digital media practice, and Andrew Kramer, who chairs the motion picture, television and entertainment finance practice. Strategic relationships expert Steven Hurdle is described as best in class in terms of corporate counsel in media transactions’.  Shane Nix is a key contact for matters that fall at the nexus between entertainment and technology.

Practice head(s):

Alan Epstein; Sidney Fohrman; Andrew Kramer

Other key lawyers:

Steven Hurdle; Shane Nix; Ray LaSoya

Testimonials

‘Mid-size firm with a solid reputation and dependable partners and associates. Well-known name and well-known clients.’

‘Willkie Farr & Gallagher is an exceptionally good law firm with great industry expertise, deep bench strength and impressive capability in all key areas of law and many specialist areas such as derivatives and complex tax issues. They are very user-friendly with lots of experience of dealing with international clients. ’

‘Steve Hurdle is best in class in terms of corporate counsel in media transactions. He is extremely responsive, very commercial and with an excellent knowledge of media transactions. We use him for all of our corporate dealings and couldn’t be happier.’

‘I work with Andrew Kramer who is an exceptional lawyer and who goes above and beyond to protect myself and my business in all of our transactions. ’

‘Broad expertise across many disciplines. Very responsive to our needs.’

‘Andrew Kramer is a partner to us in every respect. He provides a balanced approach in his legal advice, helping us balance risk mitigation with the practicalities of running a business. He feel like an internal team member.’

‘Counsels inspire confidence and have knowledge across the relevant industries.’

Key clients

Ryan Reynolds

Mint Mobile

Shamrock Capital Advisors

Plan B Entertainment

Estate of Joe Cocker

North Road Company

SPIN

Sister Holdings Limited

Hybe America

BMG

Create Music Group

AmazeVR

TikTok

Brillstein Entertainment Partners

Sister

Work highlights

  • Represented Brillstein Entertainment Partners in its sale to Wasserman Media Group.
  • Represented Ryan Reynolds as part owner of Mint Mobile in connection with T-Mobile’s acquisition of Mint Mobile and one other brand.
  • Advised Plan B Entertainment on its definitive agreement to sell a majority stake to Mediawan.

Real estate > Real estate finance Tier 4

The New York-based real estate finance practice at Willkie Farr & Gallagher LLP is a strong firm for lenders requiring assistance with acquisitions, loan originations, and joint venture financing. Krystyna Blakeslee leads the practice and is an expert in commercial real estate finance and investment. She is key to the practice’s commercial real estate transactions, representing real estate companies, funds, institutional lenders, and banks, and is also well-versed in a wide range of asset classes from data centers and retail to hospitality and construction. Co-heads Carly Glover Saviano, David Drewes, and Thomas Henry are real estate specialists focusing on transactions, acquisitions and dispositions. All aforementioned lawyers are based in New York. Misty Sanford leads the recently established Los Angeles real estate team for the firm.

Practice head(s):

Thomas Henry; David Drewes; Krystyna Blakeslee; Misty Sanford; Carly Glover Saviano

Other key lawyers:

Daniel Backer; Noah Bilenker; Melissa Fischetti; Christine Murphy; Allie Strauss

Key clients

Access Industries Inc.

Adept Development

AGC Equity Partners

Aspen Skiing Company

Breakthrough Properties

The Broad Museum

Brookfield

Cain International

Capital Senior Living Corporation

Caruso Affiliated Holding

Centerbridge Partners

Choice Hotels International

CIM Group & CIM Real Estate Credit

Commerz Real Fund

DigitalBridge Group, Inc. (fka Colony Capital)

Column Financial, Inc. (Credit Suisse)

The Davis Companies

DiamondRock Hospitality, Inc.

Faropoint

GI Partners

Goldman Sachs

Harbor Group International (HGI)

Harel Insurance Investments and Financial Services Ltd.

HIG Realty Partners

Hines Interests Limited Partnership

Hudson’s Bay Company

IO Data Centers LLC

Jiaming Investment (Group) Co., Ltd.

JP Morgan

KKR

Lyric Opera of Chicago

Mack Real Estate Credit Strategies

Meadow Partners

Mesa West

Metropolitan Life Insurance Company

MSD Capital

Natixis

Oaktree Capital Management

Paramount Group, Inc.

Reverance Capital Partners

SL Green Realty

St. John’s University

Sumitomo Mitsui Banking Corporation Group (SMBC)

Tishman Speyer

Trammell Crow Company

Van Barton Group

Washington Prime Group, Inc.

The Witkoff Group

Work highlights

  • Assisting SL Green with its acquisition of 245 Park Avenue through a bankruptcy auction.
  • Advising Choice Hotels International on its acquisition of Radisson Hotel Group Americas for approximately $675 million.
  • Assisting DiamondRock Hospitality Company with the refinancing of its existing $750 million unsecured credit facility, increasing the total credit facility to $1.2 billion.

Intellectual property > Patents: litigation (full coverage) Tier 5

With comprehensive intellectual property capabilities and ‘a deeply technical practice‘, Willkie Farr & Gallagher LLP represents life sciences and tech clients in patent disputes and related IP litigation across a variety of forums. The team is co-chaired by Sara Tonnies Horton in Chicago and Krista Schwartz in San Francisco alongside Washington DC-based trial lawyer Indranil Mukerji, who frequently represents tech companies in disputes relating to electrical hardware, software and networking products. Other notable practitioners in DC include Stephen Marshall, who focuses on patent litigation with an emphasis on software, mobile devices, and Internet of Things technologies, as well as seasoned IP trial expert Aliza Carrano.

Practice head(s):

Sara Tonnies Horton; Krista Schwartz; Indranil Mukerji

Other key lawyers:

Stephen Marshall; Aliza Carrano; Barrington Dyer; Craig C. Martin

Testimonials

‘The Willkie team was a pleasure to have as co-counsel. The team was diligent, collaborative, and trustworthy.’

‘We worked closely with Krista Schwartz and Barrington Dyer. Both were smart, strategic and great to have as co-counsel.’

‘Patent litigation is a deeply technical practice that requires both legal acumen and the ability to understand complex technologies. All great patent litigators are great litigators, but not all great litigators are great patent litigators. They are agile, smart, creative, and communicative.’

‘Indranil Mukerji, Stephen Marshall, Aliza Carrano and Barrington Dyer each played an integral role in a significant patent litigation matter for us. Each of them individually contributed, but I was most impressed at the team’s cohesion and collective ability to tackle complex issues in real time. 

Key clients

Pfizer Legal Alliance Firm

La Jolla

Netflix

Synopsys

LG Electronics

Insulet Corporation

Lupin Limited

Danieli Corporation

Provisur Technologies

Illinois Tool Works, Inc.

Acco Brands Corporation

Univar USA, Inc.

Hospira, Inc.

Lyric Opera of Chicago

CC Industries

Crown Family Philanthropies

Ulta Beauty, Inc.

Great Dane LLC

Work highlights

  • Represented Provisur Technologies in patent litigation with its primary competitor, Weber, Inc., in a worldwide patent infringement dispute litigation in both the United States and in Germany, and in 12 inter partes review petitions filed in response to the district court litigation.
  • Represented Netflix in a case relating to the software architecture of Netflix’s video streaming service homepage.
  • Represented Synopsys, Inc. in a declaratory judgment action Synopsys brought in response to a patent litigation campaign NPE Bell Semiconductor brought against the semiconductor industry.

Industry focus > Sport

Antitrust > Civil litigation/class actions: defense

Latin America: International firms > Corporate and M&A Tier 5

Willkie Farr & Gallagher LLP has been building its Latin America expertise in recent years, with a notable emphasis on private equity investments, strategic M&A deals and transactions linked to energy and infrastructure assets. Insurance is another key sector for the firm. It now has a strong emphasis on Brazil through native Brazilian and New York-based partner Anna Martini Pereira, although she is also active in deals across the region, including transactions in the financial institutions, technology and consumer goods sectors. Washington DC, New York and Houston-based Jorge Kamine provides further senior expertise in energy and infrastructure transactions. Former Latin America department head Maria-Leticia Ossa Daza left the firm in May 2024. Since the conclusion of research, the firm has hired a group of 11 capital markets and M&A specialists from Mayer Brown (effective as of August 2024), including five partners and six associates, to the firm's Chicago office; among them capital markets expert Jennifer Carlson has considerable experience of Latin America.

Key clients

Bending Spoons

Ferrara Candy Company

Mercado Lending

Odinsa

Platinum Equity

Sites del Perú

Zurich Insurance Group

Work highlights

  • Represented Colombian transportation infrastructure company Odinsa in the sale of a 50% stake in certain of its airport concessions to a Macquarie Asset Management (MAM) affiliate as part of the expansion of the infrastructure platform the two partners formed.
  • Advised Zurich Insurance Group on the sale of an annuity portfolio of approximately $2.6bn in reserves held in Chile to Ohio National Seguros de Vida.
  • Advised Ferrara Candy Company on its agreement to acquire Dori Alimentos, one of Brazil’s leading manufacturers and distributors of sweets and snacks.

Willkie provides leading-edge legal solutions on complex, business critical issues spanning markets and industries. From relatively modest beginnings in 1888 in New York with four lawyers, we now have a coast-to-coast U.S. presence and offices in major business centers throughout Europe. Willkie has continuously attracted some of the best legal minds in the world by fostering a collegial culture; cultivating an inclusive and diverse workplace; and seeking to inspire all employees to serve as stewards for each other, our clients and the broader community.

We deliver innovative, pragmatic and sophisticated legal services across approximately 45 practice areas through our international network of the best local market talent in 15 offices worldwide. In addition to the areas of corporate/M&A; private equity; business reorganization and restructuring; complex litigation; investigations and enforcement; antitrust and competition; asset management (including private funds, registered funds and regulatory and enforcement); and insurance, the firm’s approximately 1,200 attorneys collaborate to provide multidisciplinary advice across the areas of accounting litigation and enforcement; AI and emerging technologies; capital markets; class action litigation; commodities and derivatives; communications and media; corporate governance; crisis management; digital works; energy; entertainment, sports and media; environment, health and safety; environmental, social and governance (ESG); ERISA litigation; executive compensation and employee benefits; family office; finance; global trade and investment; intellectual property; international arbitration; IP, technology and commercial transactions; labor and employment; Latin America; M&A litigation; media and first amendment; privacy, cybersecurity and data strategy; private wealth; project finance and investment; real estate and real estate finance; securities litigation and enforcement; special committee; strategic motions and appeals; structured finance and derivatives; tax; white-collar defense; and a wide range of industries.

Main Areas of Practice:

Corporate/M&A:

Working in close cooperation across offices in the US and Europe, Willkie attorneys provide advice on significant domestic M&A matters as well as complex cross-border transactions. The team represents buyers, sellers, special committees of boards, debt and equity investors and financial advisors in matters ranging from contested takeovers and management buyouts to strategic alliances, leveraged recaps and acquisitions from reorganization proceedings. Advising both public and private companies in a broad range of industries, the team finds solutions to meet client objectives and helps clients early on in the process to identify and assess risks in a transaction. The group also regularly advises clients on relevant regulatory and judicial developments in areas such as antitrust, tax, ERISA, corporate governance and securities laws as they affect the M&A environment.

Private Equity:

Willkie represents more than 300 US and international private equity sponsors as well as portfolio companies, management teams, issuers, debt providers and financial advisors. Willkie’s 360° private equity platform provides lifecycle legal counsel to clients: from pre-IPO consideration, planning and launch to other activities including follow-on offerings, M&A and investments. Willkie is committed to building strong relationships with clients, with many retaining the firm’s services beyond the first engagement and through their growth cycle. Willkie is one of the few major law firms to offer deep transactional, fund formation and regulatory compliance experience, combined with sector-specific knowledge and a commercial approach.

Complex Litigation:

Willkie litigators have won several precedent-setting victories across a wide spectrum of legal issues in courts around the US and abroad involving all substantive areas, including securities, M&A litigation, contract, intellectual property, antitrust, trade secrets, ERISA, False Claims Act, employment, RICO, and malpractice, among others. Willkie’s litigators are known for their creativity and practical approach in handling complex matters, tactical acumen, team focus, and for their deep appreciation of clients’ business needs. Willkie’s is a sophisticated and diverse national and international practice representing major corporations, financial services companies, accounting firms, insurance and reinsurance companies and brokers, and individuals such as corporate officers and directors and accountants. Our record underscores Willkie’s trial-ready strengths and demonstrates not only the outstanding advocacy of our litigators but also their ability to strategically achieve their clients’ objectives. Willkie has a distinctive ability to distil complex and contested issues in a compelling way, dissect opponents’ arguments, establish credibility, and execute at trial.

Investigations & Enforcement:

Willkie’s diverse international practice is synonymous with high-profile investigations, complex enforcement actions and high-stakes white collar cases. Our highly experienced team works on many of the largest and closely watched matters across the US, UK and Europe. We represent market-leading companies, institutions and their executives across a wide range of business areas and industries in all aspects of investigations and enforcement.

Asset Management:

Willkie’s preeminent Asset Management Department leverages comprehensive subject matter experience and capabilities across all asset classes to advise virtually all types of participants in the asset management industry, including privately owned sponsors and investment managers, publicly-traded asset management firms, broker-dealers, insurance companies, wealth management platforms, and banks, among others. With more than 120 attorneys across the United States and Europe, Willkie’s Asset Management team advises on the full spectrum of investment management matters, including fund formations, investments, restructurings, fund financings, asset management M&A, secondaries transactions, liquidity and capital solutions, fund adoptions, and operational, compliance and regulatory issues.

Business Reorganization & Restructuring:

Willkie’s business reorganization and restructuring department is an international practice with experience in all aspects of business and financial restructurings and insolvency matters. Integrated US and European restructuring professionals offer the hands-on, results-driven experience that today’s distressed situations demand. Our professionals are held in high regard for their responsiveness and proven experience in complex multilateral cross-border restructurings (both in and out of court). Willkie represents a broad spectrum of clients in the US, UK, France, Germany and other key European jurisdictions.

Antitrust & Competition:

Willkie has a long-standing history of handling high-profile antitrust litigation, mergers and investigations. The team has represented a global client base in national and international merger filings, US and European investigations of all forms of anticompetitive activity, class action and private litigation, and business ventures in multiple jurisdictions. The team includes partners and associates in the US, UK and EU and is known for its collaboration and seamless cross-border work on behalf of clients with international and national needs across a wide spectrum of industries.

* Studio Legale Delfino e Associati, operating in Italy, is affiliated with Willkie Farr & Gallagher LLP.

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Terence Rozier-Byrd photo Mr Terence Rozier-Byrd Terence Rozier-Byrd is a partner at Willkie, where he is a member…
Michael Schachter photo Michael Schachter Please see https://www.willkie.com/professionals/s/schachter-michael-s
John Schwolsky photo John Schwolsky Please see https://www.willkie.com/professionals/s/schwolsky-john-m
Steven Seidman photo Steven Seidman Please see https://www.willkie.com/professionals/s/seidman-steven-a
Jessica Sheridan photo Jessica Sheridan Please see https://www.willkie.com/professionals/s/sheridan-jessica
Spencer Simon photo Spencer Simon Please see https://www.willkie.com/professionals/s/simon-spencer
Jay Spinola photo Jay Spinola Please see https://www.willkie.com/professionals/s/spinola-jay
Michael Stern photo Michael Stern Please see https://www.willkie.com/professionals/s/stern%20michael
Allison Tam photo Allison Tam Please see https://www.willkie.com/professionals/t/tam-allison-j
John Thomas photo John Thomas Please see https://www.willkie.com/professionals/t/thomas%20john
Neil Townsend photo Neil Townsend Please see https://www.willkie.com/professionals/t/townsend-neil-w
Deborah Tuchman photo Deborah Tuchman Please see https://www.willkie.com/professionals/t/tuchman-deborah-a
Adam Turteltaub photo Adam Turteltaub Please see https://www.willkie.com/professionals/t/turteltaub-adam-m
Sarah Wong photo Sarah Wong Please see https://www.willkie.com/professionals/w/wong-sarah
Total number of lawyers : Approx. 1,200
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Willkie Adds Private Funds Partner Terence Rozier-Byrd in New York

Willkie Farr & Gallagher LLP announced today that private funds lawyer Terence Rozier-Byrd has joined the Firm as a partner in the Asset Management Department. He is based in New York.