Cadwalader, Wickersham & Taft LLP offers advice on a comprehensive array of executive compensation and benefits issues, encompassing change in control, retention agreements, and equity-based compensation programs, as well as retirement plans, ERISA matters, and plan terminations. James Frazier, operating from the New York office, specializes in ERISA fiduciary standards and prohibited transaction provisions, serving notable financial services clients such as Morgan Stanley, Barclays, and Wells Fargo. In Washington DC, Michael Bergmann offers expertise to public and private organizations on executive compensation and employee benefit arrangements related to mergers and acquisitions.
Key clients
- AngioDynamics, Inc.
- Barclays
- BlackRock
- Howard Hughes Holdings Inc.
- Integrated Whale Media Investments
- Morgan Stanley
- Politan Capital Management
- Société Générale
- Wellington Management Company
- Wells Fargo
Work highlights
- Advised Hong Kong-based Integrated Whale Media Investments on its pending sale of majority ownership in Forbes Global Media Holdings to an investor group led by Austin Russell.
- Representing multiple large banks in the US and UK in ongoing Fund Finance transactions, including subscription credit facilities involving private equity funds and loans to hedge funds of funds.
- Advised Politan Capital Management, a New York-based investment advisor, on its victory in a proxy contest with Masimo.
Practice head
The lawyer(s) leading their teams.
James Frazier, Michael Bergmann