Morgan, Lewis & Bockius LLP advises financial institutions, lenders, private equity sponsors and corporate borrowers. The team regularly handles syndicated lending, investment-grade financings, leveraged financings and asset-based lending. Jonathan Bernstein leads the team from the Boston office, with the assistance of sports financing and restructuring expert Matthew Furlong and Marjorie Crider, who is a key contact for ABL’s in the context of the retail industry. In the Hartford office, Daniel Papermaster handles syndicated bank financings for hedge funds, while Steven Miller handles a range of leveraged acquisitions from the Orange County office. Andrew Budreika is a notable mention from the Philadelphia office and is regularly tasked with handling private equity transactions, leveraged recapitalizations, management rollovers and equity restructurings and reorganizations.
Key clients
- Rue Gilt Group
- MSD Partners
- Brookwood Financial Partners
- Linx Partners
- The Reinvestment Fund
- Walker & Dunlop, Inc.
- Armstrong World Industries
- Armstrong Flooring, Inc.
- Cimpress N.V.
- AmerisourceBergen Corporation [Cencora, Inc.]
- Independence Blue Cross LLC
- Guardian Capital Partners
- LLR Partners
- Obagi Cosmeceuticals
- Lovell Minnick Partners LLC
- Denny’s Inc.
- ATN International, Inc.
- FMC Corporation
- Livent Corporation
- StoneCalibre LLC
- OpenGate Capital Management LLC
- Solar Capital Ltd.
- Corridor Capital LLC
- HCT Packaging, Inc.
- Boot Barn Holdings, Inc.
- Freeman Spogli
- Spindrift
- Greystone Select
- Vesta Holdings LLC
- Basalt Infrastructure
- SpotOn Transact, LLC
- TouchPoint, Inc.
- Carvana
- ADMA Biologics
Work highlights
- Represented AmerisourceBergen Corp. (AB) in four transactions with its largest stockholder, Walgreens Boots Alliance.
- Represented Essential Utilities in completing a sustainability-linked senior revolving credit facility of up to $1bn with PNC Bank as the administrative agent.
- Represented ARMM Asset Company 2 LLC, a joint venture between Mass Mutual and Amherst Residential, as borrower to obtain revolving loan from Morgan Stanley Bank, N.A. in an amount up to $5m.
Practice head
The lawyer(s) leading their teams.
Jonathan K. Bernstein, Matthew F. Furlong, Steven L. Miller, Andrew T. Budreika, Marjorie Crider, Daniel Papermaster