Schulte Roth & Zabel LLP‘s New York-based team combines shareholder activism and private equity expertise and is particularly noted for its ability to handle PIPE transactions and preferred equity investments, guiding a series of LPs as well as middle-market sponsors such as Lovell Minnick and Mill Point through deals in the tech, financial services, and insurance sectors, among others. The team is also very active in traditional buyouts, handling buy- and sell-side deals for both sponsors and portfolio companies, and it maintains an active practice in connection with venture and growth investment transactions. PIPE and shareholder activism expert Eleazer Klein co-heads the team with public and private M&A expert Brian Miner. Benjamin Kozinn is a key contact for take-private acquisitions and growth investments, while Adriana Schwartz is noted especially for her preferred equity work. M&A expert Damian Petrovic joined the team from Weil, Gotshal & Manges LLP in October 2023.
Key clients
- AB CarVal Investors LP
- APCO Holdings
- Acorn Bioventures
- Avoro Capital Advisors
- Blue Torch Finance, LLC
- Caligan Partners LP
- Cerberus Capital Management LP
- Deep Track Capital LP
- Foundry Digital LLC
- Inclusive Capital Partners, L.P.
- LLR Partners
- Laurion Capital Management LP
- Levine Leichtman Capital Partners
- Lovell Minnick Partners LLC
- Mill Point Capital LLC
- Perceptive Advisors LLC
- Staple Street Capital
- Starboard Value LP
- The WindAcre Partnership LLC
- Warner Pacific Insurance Agency
Work highlights
- Advised the WindAcre Partnership on its negotiation and entry into a consortium that took Nielsen Holdings private.
- Advised Lovell Minnick Partners on its majority investment in S&S Health.
- Represented National Auto Care in a series of acquisitions.