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Appreciated for its ‘focus on precision, quality and effectiveness’, the shareholder-side offering at Schulte Roth & Zabel LLP‘s New York office is one of the country’s standout, dedicated departments in the field. Beyond its expertise in core campaigns and filings, the practice includes leading practitioners for campaign strategizing, corporate governance, proxy rules, spin-offs and co-investments involving activists. The team also ensures close collaboration with its securities, litigation, tax, antitrust, and investment funds practices. Per one client, practice co-head Eleazer Klein ’has earned his reputation for being the most thoughtful and able lawyer working for shareholder activists‘. Overseeing the department alongside Klein is Marc Weingarten, whose varied practice encompasses shareholder activism as well as M&A and securities law. Adriana Schwartz is another key contact who is well regarded for her securities-focused advice to activist shareholders. January 2024 partner appointment Sean Brownridge has experience leading associate teams in some of the firm’s highest-profile matters, and Brandon Gold (based in Washington, DC) also stands out.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The most able and knowledgeable team that works for investors, with a focus on precision, quality and effectiveness.’

  • ‘Eleazer Klein has earned his reputation for being the most thoughtful and able lawyer working for shareholder activists. Great instincts and knowledge.’

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Key clients

  • D. E. Shaw & Co.
  • Elliott Investment Management L.P.
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Work highlights

  • Advised Trian Fund Management on its $1bn investment in, and public campaign for change at, The Walt Disney Company.
  • Represented Starboard Value in its engagement with Salesforce, advising on various aspects, including securities law matters and Starboard’s negotiations with the company and its leadership.
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