Morgan, Lewis & Bockius LLP excels in advising both buyers and sellers on the complexities of benefits and executive compensation during M&A, from initial due diligence to post-deal integration. The firm is also proficient in representing senior executives in negotiations related to compensation or termination agreements in the context of corporate transactions. The group is under the leadership of Amy Pocino Kelly, based in Philadelphia, and Craig Bitman, operating from the New York office. Gary Rothstein, also in New York, has a strong background in assisting executive teams during private equity buyouts and IPOs. Austin Lilling, another New York team member, brings ERISA expertise to financial restructuring and private equity deals. In Washington DC, Patrick Rehfield focuses on executive compensation, employee benefits, and payroll tax issues related to M&A and IPOs. Meanwhile, Philadelphia’s Robert Lichtenstein represents a range of clients, including companies, executives, and management groups, in joint ventures and spin-offs. Gena Yoo, an associate in Philadelphia, is noted for her advice on fiduciary governance and compliance with ERISA’s prohibited transaction rules.
Key clients
- Ares Management
- Ayala Pharmaceuticals
- Diamond Communications
- Spire Orthopedic Partners
- Rue Gilt Groupe
- Infinity Biologix d/b/a Sampled
- GSV Acquisitions
- Hostess Brands LLC
- Radian Group
Work highlights
- Assisted Spire Orthopedic Partners, a healthcare company, with various add-on M&A transactions, including post-closing employee benefit plan transition matters, plan terminations, rollovers, and mergers.
- Represented the management of Tabula Rasa HealthCare Inc. (TRHC) in its sale to Nautic Partners LLC for $570 million.
- Represented David Reed in his agreement to join Vedanta Ltd., an India public company, as chief executive officer of its semiconductor business.
Lawyers
Practice head
The lawyer(s) leading their teams.
Craig Bitman, Amy Pocino Kelly