Cleary Gottlieb Steen & Hamilton advises a diverse global client base on executive compensation and employee benefits matters, including complex cross-border mergers, acquisitions, and restructurings. The firm is highly active in high-profile transactions, recently advising GSK on its $1.4bn acquisition of Aiolos Bio and General Mills on its $2.1bn of its US and Canadian yogurt businesses. The team frequently collaborates with corporate, tax, and regulatory specialists to address issues such as incentive structuring, retention planning, and ERISA compliance. With a proven track record of guiding clients through sensitive compensation negotiations, the firm continues to support major players across industries, including financial services, pharmaceuticals, and consumer goods. Practice leaders Michael Albano and Julia Petty bring deep expertise in complex deal structuring and regulatory compliance, with Albano particularly recognized for his work in private equity compensation.Petty, based in New York, regularly advises on high-stakes corporate transactions and shareholder activism matters.
Employee benefits, executive compensation and retirement plans: transactional in United States
Cleary Gottlieb Steen & Hamilton
Responsables de la pratique:
Michael Albano
Autres avocats clés:
Julia Petty; Elizabeth Dyer; Alan Levine
Les références
‘Great team. Great client base.’
‘Liz Dyer is a total standout.’
Principaux clients
American Express
Amundi S.A.
Ecolab
General Mills
GSK
Keurig Dr Pepper
OpenText
Roquette
RTX Corporation
Sofidel
Surescripts
Suzano
Synopsys
Thales
T-Mobile
Vale
Warburg Pincus
Principaux dossiers
- Representing Synopsys in numerous transactions, including in its pending acquisition of Ansys in a transaction that values Ansys at an enterprise value of approximately $35 billion.
- Representing T-Mobile in its pending $4.4 billion acquisition of UScellular’s wireless operations and select spectrum assets; and its $1.35 billion acquisition of Ka’ena Corporation and its subsidiaries and brands: Mint Mobile, Ultra Mobile, and Plum.
- Representing Warburg Pincus in several important software transactions within a few months of each other requiring significant executive compensation and employee benefits expertise including in its pending acquisition of Redwood Software; in its acquisition of Service Express Inc.; and in its $350 million investment in CData Software.
Cravath, Swaine & Moore LLP
Cravath, Swaine & Moore LLP is a market leader in executive compensation and employee benefits, particularly in high-stakes M&A and private equity transactions. The New York-based team advises on incentive structuring, tax implications, and SEC and ERISA compliance. Recent highlights include advising Paramount’s special committee on its pending $28bn merger with Skydance Media and EchoStar on its $26bn combination with DISH Network. The practice also excels in cross-border deals, such as WestRock’s $20bn merger with Smurfit Kappa, which required navigating jurisdictional complexities. Headed by Eric Hilfers , the firm remains a key adviser on management retention strategies and shareholder approvals, particularly in private equity-backed transactions. Key figures include Jonathan Katz focusing on delivering key advice on employee agreements and incentive programs, Amanda Hines Gold specializes in negotiating severance packages, SEC filings, and the administration of equity incentive plans. Meanwhile Matthew Bobby, who is experienced in structuring compensation packages for high-value deals with strong emphasis on executive employment contracts and SEC disclosure intricacies.
Responsables de la pratique:
Eric W. Hilfers
Autres avocats clés:
Amanda Hines Gold; Matthew Bobby; Jonathon Katz
Les références
‘I worked with Eric Hilfers. Incredibly knowledgeable, empathic, and crystal clear advice. I would put him in the top 1-5% of lawyers that I have worked with. I would recommend him wholeheartedly to anyone.’
‘The best lawyer I’ve ever worked with on problem solving and resolution.’
Principaux clients
Amentum
Aon
Brookfield Renewable
EchoStar (Special Committee)
Endeavor (Special Committee)
Frontier
Paramount (Special Committee)
Viatris
Vista Outdoor
WestRock
Principaux dossiers
- Representing Paramount’s special committee in the pending $28 billion merger with Skydance.
- Represented the special committee of the board of directors of EchoStar in the $26billion combination with DISH Network.
- Represented Endeavor’s special committee in the pending $25 billion take-private acquisition by Silver Lake.
Davis Polk & Wardwell LLP
Davis Polk & Wardwell LLP remains a market leader in executive compensation and employee benefits, advising top-tier financial institutions, public companies, and private equity firms on the full spectrum of transactional matters. The team is regularly engaged in high-profile M&A, IPOs, de-SPAC transactions, and restructurings, with expertise in structuring equity-based incentives, golden parachutes, and Section 280G compliance. Recently, the firm advised ExxonMobil on executive compensation aspects of its $59.5bn acquisition of Pioneer Natural Resources and Novo Nordisk on its $11bn acquisition of Catalent’s fill-finish sites. The firm also provides critical guidance on SEC, IRS, and DOL regulatory matters affecting compensation structures. Jennifer Conway leads the team, offering deep expertise in governance matters and shareholder activism, while Travis Triano, Adam Kaminsky, Kyoko Takahashi Lin, and Veronica Wissel are key figures handling company disclosure, incentive plan structuring, private equity matters, and ERISA-related issues.
Responsables de la pratique:
Jennifer S. Conway
Autres avocats clés:
Travis Triano; Adam Kaminsky; Kyoko Takahashi Lin; Veronica Wissel
Principaux clients
23andMe
Amer Sports
Bausch Health
Big Lots
Campbell Soup Company
Cleveland-Cliffs
Corelle Brands
ExxonMobil
Gilead Sciences
HP
Novo Nordisk
Owens Corning
Roche
PGT Innovations
TPG
Truist
UBS
VF
Principaux dossiers
- Advised ExxonMobil on employee benefits and executive compensation aspects of its acquisition of Pioneer Natural Resources in an all-stock transaction valued at $59.5 billion.
- Advised Truist Financial on the employee benefits and executive compensation aspects of its sale of its remaining stake in Truist Insurance Holdings to an investor group led by private equity firms Stone Point Capital and Clayton, Dubilier & Rice at an implied enterprise value of $15.5 billion.
- Advising Novo Nordisk, a leading global healthcare company, on employee benefits and executive compensation aspects of its $11 billion acquisition of three fill-finish sites from Novo Holdings A/S in connection with the acquisition of Catalent.
Debevoise & Plimpton LLP
Debevoise & Plimpton LLP is a go-to advisor for private equity firms, financial institutions, and Fortune 500 companies navigating complex compensation matters in M&A, IPOs, and fund formations. The firm’s deep integration with its corporate, tax, and regulatory teams ensures seamless advice on governance, tax compliance, and ERISA-related issues. The team regularly counsels major private equity sponsors, including Blackstone, The Carlyle Group, and Clayton, Dubilier & Rice, on structuring incentive programs, deferred compensation, and golden parachute arrangements. Recently, the firm advised Johnson & Johnson on compensation aspects of its spinoff of Kenvue, and Warner Bros. Discovery on executive compensation matters post-merger. Headed by Jonathan Lewis , the firm also plays a key role in developing ESG-aligned compensation structures, ensuring compliance with SEC disclosure requirements, and defending executives in high-stakes disputes. New York-based Franklin Mitchell and Simone Hicks are standouts, advising on cross-border transactions and regulatory mandates.
Responsables de la pratique:
Jonathan F. Lewis
Autres avocats clés:
Franklin Mitchell; Simone S. Hicks; J. Michael Snypes, Jr., Lawrence K. Cagney
Principaux clients
Ascot Group Limited
Blackstone, Inc.
Brookfield Reinsurance
Clayton, Dubilier & Rice LLC
Comerica Bank
Corebridge Financial
DoubleVerify, Inc.
Elliott Management Corporation
EQT Exeter
Everest Group
Fortitude Re (controlled by The Carlyle Group)
The Guardian Life Insurance Company
HarbourVest Partners
HCA Healthcare
International Paper Company
JAB Holding Company
Johnson & Johnson
JP Morgan Asset Management
Kelso & Company
KKR & Co. Inc.
M&T Bank
Morgan Stanley Capital Partners
Oaktree Capital Management
Principal Financial Group
Prosperity Life Insurance Company (controlled by Elliott Management Corporation)
Providence Equity Partners
Prudential Financial, Inc.
Rithm Capital Corp.
Schneider Electric Holdings, Inc.
Spirit Airlines
StanCorp Financial Group
Stone Point Capital LLC
Sun Life Financial Inc.
TA Associates
The Carlyle Group
The George Rawlings Trust
The Walt Disney Company
TPG Capital LLC
Verizon Communications
Warner Bros. Discovery, Inc.
Warner Music Group
Windstream Holdings, Inc.
Principaux dossiers
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Advised Verizon Communications (NYSE, NASDAQ: VZ) in its $20 billion acquisition of Frontier Communications Parent (NASDAQ: FYBR), the largest pure-play fiber internet provider in the United States. This transaction addressed the complex considerations involved in acquiring a large public company, including equity compensation treatment, senior executive legacy arrangements, succession planning, transition issues and integration of benefit plans for synergy realization. The deal underscored Debevoise’s capacity to provide Verizon with a comprehensive, single-source solution through its EBEC practice, effectively managing the diverse HR-related aspects of the transaction.
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Advised Clayton, Dubilier & Rice in its acquisition, together with TowerBrook Capital Partners, of R1 RCM Inc. (NASDAQ: RCM) (“R1”), at an enterprise value of $8.9 billion. R1 is a provider of technology-driven solutions that impact the patient experience and financial performance of healthcare providers. In collaboration with Wachtell who represented TowerBrook Capital Partners, the EBEC team navigated complex benefits and compensation negotiations within the purchase agreement, while also structuring new CEO arrangements and addressing related SEC disclosure requirements for this take-private transaction.
- Advised Prosperity Life Group with respect to its affiliate, S.USA Life Insurance Company, Inc.’s, acquisition of National Western Life Group, Inc. in an all-cash merger valued at approximately $1.9 billion. Prosperity Life Group is an innovative insurance, reinsurance, and asset management company. National Western Life Group, Inc. is the parent organization of National Western Life Insurance Company and Ozark Life Insurance Company. Our EBEC work addressed a range of crucial issues, including structuring equity compensation arrangements, guiding executive transitions, and ensuring a seamless integration of employees and compensation and benefits programs.|
Kirkland & Ellis LLP
Kirkland & Ellis LLP is widely recognized for its expertise in executive compensation and employee benefits, advising Fortune 500 companies, private equity sponsors, and multinational corporations on incentive plans, equity-based compensation, and ERISA compliance in the context of M&A, IPOs, and leveraged buyouts. Highly skilled in navigating regulatory matters involving the Department of Labor and IRS the firm leverages deep transactional expertise and robust regulatory practice, the firm remains a dominant force in high-value corporate transactions, offering comprehensive solutions to compensation committees and clients facing complex compliance challenges. The firm routinely addresses Section 280G golden parachute issues, SEC disclosure requirements, and carried interest structures, working closely with its top-tier private equity and tax teams to ensure seamless execution. With a strong focus on post-merger benefits integration, deferred compensation, and severance agreements, the team is led by New York-based Scott Price , along with Chicago-based Michael Falk and Alexandra Mihalas .
Autres avocats clés:
Scott Price; Michael Falk; Alexandra Mihalas
Principaux dossiers
Latham & Watkins LLP
Latham & Watkins LLP continues to be a dominant force in executive compensation and employee benefits, regularly advising private equity firms, multinational corporations, and financial institutions on high-stakes transactions. The firm is a go-to advisor for structuring management incentive programs, carried interest arrangements, and equity compensation plans across M&A, IPOs, and leveraged buyouts. The team has been particularly active in headline-grabbing deals, including advising Skydance Media on its $28bn merger with Paramount Global. With a deep bench of experienced practitioners across New York, Silicon Valley, Washington DC, and Los Angeles, the firm offers seamless, business-focused counsel on executive pay structuring and strategic workforce planning. Key partners Bradd Williamson, David Della Rocca, Larry Seymour , Austin Ozawa and James Metz are noted for their expertise across the firm's offering, with a strong record in high-value transactions.
Responsables de la pratique:
Larry Seymour
Autres avocats clés:
David T. Della Roca; Bradd Williamson; James Metz; Benjamin Rosemergy; Michelle Carpenter; Julie Crisp; Austin Ozawa; Matthew Conway
Les références
‘Latham is an amazing advisor in the executive compensation/equity compensation arena. They are heads and shoulders above others in their ability to think originally and deeply based on your particular facts. In addition their availability is unparalled.’
Principaux clients
Skydance Media and the Investor Group
The Carlyle Group
Endeavor Operating Company
Stericycle Inc.
Permira Advisors
UL Solutions Inc.
Nippon Life Insurance Company
Consolidated Communications Holdings
Arcline Investment Management LP
Viking Holdings Ltd
EssilorLuxottica
Authentic Brands Group
CenterPoint Energy, Inc.
Reddit, Inc.
Platinum Equity
Leonard Green & Partners L.P.
Grail, Inc.
Rubrik, Inc.
Homology Medicines, Inc
Goldman Sachs
Principaux dossiers
- Advised Permira, a global private equity firm, on the employee benefits and compensation aspects of its US$6.9 billion take-private acquisition of Squarespace.
- Represented Reddit, Inc. in US$748 Million IPO.
- Advised Skydance Media and Investor Group in Definitive Agreements With Paramount Global and National Amusements.
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Paul, Weiss, Rifkind, Wharton & Garrison LLP advises a diverse client base on executive compensation and employee benefits matters, regularly assisting with domestic and cross-border transactions as well as high-profile restructurings. The firm recently advised Chevron on its $60bn stock acquisition of Hess Corporation and WestRock on its $20bn merger with Smurfit Kappa, providing strategic counsel on retention plans, equity structuring, and benefit adjustments. Additionally, the team assisted Carrier Global in its $3bn sale of its fire business and $775m sale of its refrigeration division, developing retention strategies for key employees. The practice is renowned for its expertise in executive compensation and employee benefits, regularly advising on complex, high-value transactions and corporate restructurings. Further demonstrating its strength in restructuring, the team assisted Carrier Global with a series of divestitures, including the $3bn sale of its fire business. The group is co-chaired by Jean McLoughlin and Lawrence Witdorchic , with Andrea Wahlquist Brown and Jarrett Hoffman also key figures. Their expertise spans ERISA compliance, incentive structures, and benefits planning in high-stakes corporate transactions and reorganizations across key industries.
Responsables de la pratique:
Jean McLoughlin; Lawrence Witdorchic
Autres avocats clés:
Andrea Wahlquist Brown; Jarrett Hoffman; Rebecca Coccaro
Les références
‘Practical, actionable advice with the overlay of a deep understanding of the client’s culture and priorities.’
‘Rebecca Coccaro is outstanding. She is responsive, diligent, thoughtful and so easy to work with. She is very collaborative and really understands our business in a way that others do not. ’
‘Elite public company merger experience’
Principaux clients
AbbVie
Amedisys
Angelo Gordon
Apollo Global Management
Aptiv
Carrier Global
Chevron Corporation
Endeavor Energy Resources
Enstar Group
Envestnet
General Atlantic
General Electric
GSK
IBM
Noble Corporation
Party City
Proterra
Roark
WestRock
20 ZT Systems
Principaux dossiers
- Advised General Electric Company in its spin-off of energy company GE Vernova Inc. and launch of GE Aerospace.
Ropes & Gray LLP
Ropes & Gray LLP continues to lead in executive compensation and employee benefits, advising on high-profile M&A, private equity transactions, IPOs, and restructurings. The team is a trusted advisor to major private equity sponsors, asset managers, and Fortune 500 companies, providing seamless integration with the firm’s tax, corporate, and finance practices. The firm recently advised National Financial Partners on compensation and benefits aspects of its $13.4bn sale to Aon, showcasing its expertise in cross-border executive compensation and benefits structures. Additionally, the team advised ImmunoGen on its $10.1bn acquisition by AbbVie, highlighting its deep experience in structuring equity-based incentive plans and senior executive arrangements in the life sciences sector. Key figures in the team include Renata Ferrari , based in Boston, a go-to adviser on complex public company executive compensation issues, and Allie Alperovich , based in New York, who frequently counsels private equity firms on equity-based awards and ERISA matters. Also based in Boston, Jennifer Rikoski Whitney is also highly regarded for her work with asset managers and pension funds on regulatory and compliance matters.
Responsables de la pratique:
Renata Ferrari; Allie Alperovich
Autres avocats clés:
Jennifer Rikoski Whitney; Danna Kivell; Jennifer Cormier
Principaux clients
TPG Capital N
2 Advent International N
3 Bain Capital N
4 Vertex Pharmaceuticals N
TSG Consumer Partners
The TJX Companies
New York University
Berkshire Partners
Silver Lake Partners
Ginkgo Bioworks
Genstar Capital
Paratek Pharmaceuticals
American Industrial Partners
Invesco Ltd.
iCapital Network
Pacific Investment Management Company
New Mountain Capital
BV Investment Partners
HarbourVest Partners
Principaux dossiers
- Advised National Financial Partners (NFP), a provider of benefits, insurance and wealth management services and a Madison Dearborn Partners portfolio company, in its $13.4 billion sale to Aon (NYSE: AON), a global professional services firm.
- Represented ImmunoGen on executive compensation and benefits matters in its $10.1 billion sale to AbbVie, which will acquire ImmunoGen, and its flagship cancer therapy ELAHERE.
- Represented National Amusements in the headline-grabbing proposed sale of control of Paramount Global to affiliates of Skydance Media in connection with a broader transaction in which Paramount Global and Skydance Media propose to merge, forming “New Paramount.”
Simpson Thacher & Bartlett LLP
Simpson Thacher & Bartlett LLP is widely recognized for its sophisticated handling of executive compensation and employee benefits in major corporate transactions. The firm plays a pivotal role in structuring management incentive programs, carried interest arrangements, and equity-based compensation plans, particularly in private equity buyouts, IPOs, and strategic mergers.The team is frequently engaged by leading private equity sponsors and Fortune 500 companies, advising on the design and implementation of executive pay structures, severance protections, and post-merger benefits integration. Recent highlights include advising Blackstone on its $16.1bn acquisition of AirTrunk, and Paramount Global on its $28bn merger with Skydance. The New York-based team includes Gregory Grogan, Brian Robbins, Andrew Blau, and David Rubinsky, all of whom are sought after for their expertise in structuring executive compensation in complex, multi-jurisdictional transactions.
Responsables de la pratique:
Greg Grogan
Autres avocats clés:
Brian Robbins; David Rubinsky; Andrew Blau; Jeannine McSweeney; Jeannine McSweeney; Gary Tashjian
Les références
‘The STB team is solid all the way around. Their counsel is always timely, thorough and well-reasoned. Importantly, they have in depth knowledge of SEC-related executive compensation matter.’
‘Jeannine McSweeney and Gary Tashjian are two stand out attorneys.’
‘Within the firm the group has equal stature with other larger practice groups like M&A and, as a result, the group attracts high quality lawyers.’
Principaux clients
Alight, Inc.
Blackstone
Blackstone Real Estate
Blue Yonder
Brookfield Asset Management
BPEA Private Equity Fund VIII
Bumble
Circana
Goldman Sachs
Hilton Grand Vacations
Hilton Worldwide
Karuna Therapeutics, Inc.
KKR
Microsoft Corporation
New Mountain Capital
Paramount Global
Silver Lake Partners
SiriusXM Holdings Inc.
Software AG
Stone Point Capital LLC
TIH Insurance Aggregator, L.P.
Yahoo
Principaux dossiers
- Representation of Paramount Global in connection with its proposed merger with Skydance Media, LLC.
- Representation of Blackstone and the buyer consortium formed with the Canada Pension Plan Investment Board in connection with the acquisition of AirTrunk, a leading Asian data center operator, for an implied enterprise value of A$24 billion.
- Representation of funds managed by Stone Point Capital LLC in connection with their agreement, together with funds managed by Clayton, Dubilier & Rice, LLC, to purchase Truist Bank’s insurance brokerage business in a transaction valuing the business at $15.5 billion.
Skadden, Arps, Slate, Meagher & Flom LLP
Skadden, Arps, Slate, Meagher & Flom LLP advises a global client base on executive compensation and employee benefits matters, particularly in high-value cross-border M&A. The firm regularly collaborates with its M&A and tax teams to address complex issues such as incentive structuring, Section 280G compliance, and benefits integration planning. The firm’s recent work includes advising Mars, Incorporated on its $35.9 billion acquisition of Kellanova, BlackRock on its $12.5bn acquisition of Global Infrastructure Partners, and Juniper Networks on its $14bn sale to Hewlett Packard Enterprise. The executive compensation and benefits group is led by prominent partners such as Joseph Penko in New York and Page Griffin and Joseph Yaffe in Palo Alto, who are widely recognised for their expertise in incentive design, equity compensation, and regulatory compliance.
Responsables de la pratique:
Erica Schohn
Autres avocats clés:
Joseph Penko; Page Griffin; Joseph Yaffe; Shalom D. Huber; Michael A. Wiseman
Principaux clients
Air Products and Chemicals, Inc.
ANSYS, Inc.
Ball Corporation
BlackRock, Inc.
Catalent Inc.
DESRI Inc.
Dover Corporation
Edwards Lifesciences Corporation
Honeywell International Corporation
International Flavors & Fragrances Inc.
Juniper Networks
Mars, Inc.
New York Community Bancorp, Inc.
NFP Corp.
SP Plus Corporation
Splunk Inc.
Squarespace, Inc.
Viking Holdings Ltd.
WSP Global Inc.
WT Microelectronics Co., Ltd.
Principaux dossiers
- Advising Mars, Incorporated on benefits aspects of its $35.9billion acquisition of Kellanova.
- Advised Splunk Inc. in its $28 billion acquisition by Cisco Systems, Inc.
- Advising Catalent, Inc. in its acquisition by Novo Holdings A/S, the holding and investment company for the Novo Nordisk Foundation, at an enterprise value of $16.5 billion.
Wachtell, Lipton, Rosen & Katz
Wachtell, Lipton, Rosen & Katz advises a prominent client base on executive compensation and employee benefits matters, regularly acting on complex domestic and cross-border transactions, as well as high-profile corporate restructurings. The firm recently led compensation and benefits structuring for Capital One’s $35.3bn acquisition of Discover and Diamondback Energy’s $26bn acquisition of Endeavor, focusing on leadership retention, equity structuring, and compliance with Section 280G of the Internal Revenue Code. The practice also played a key role in the $20bn merger between Smurfit Kappa and WestRock, providing strategic counsel on executive retention, incentive planning, and benefits integration across multiple jurisdictions. Headed by Jeannemarie O’Brien , the team frequently collaborates with the firm’s mergers and acquisitions and tax departments, ensuring comprehensive coverage of regulatory and strategic considerations during deal execution. Adam Shapiro and David Kahan , both based in New York, who are recognized for their expertise in high-value compensation structuring and regulatory compliance. While Michael Schobel focuses on matters advice on designing and implementing compensation arrangements, negotiating executive employment agreements, and handling corporate governance and disclosure issues.
Responsables de la pratique:
Jeannemarie O’Brien
Autres avocats clés:
Adam Shapiro; David Kahan; Michael Schobel; Erica E. Aho
Principaux clients
Capital One
Diamondback Energy
Smurfit Kappa Group
Hewlett Packard Enterprise
The Goldman Sachs Group Inc.
CAA
The J.M. Smucker Co.
T-Mobile
David Rubenstein
Lionsgate
Hess
Principaux dossiers
- Advising Capital One in its $35.3 billion acquisition of Discover.
- Advising Diamondback on its $26 billion acquisition of Endeavor.
- Advised Smurfit Kappa Group in its $20 billion combination with WestRock.
Weil, Gotshal & Manges LLP
Weil, Gotshal & Manges LLP continues to set the standard in executive compensation and employee benefits, advising major corporations, private equity sponsors, and financial institutions on high-profile transactions. The firm is noted for its ability to navigate complex regulatory frameworks, ensuring compliance with ERISA, SEC disclosure requirements, and IRS tax regulations in M&A, IPOs, and restructurings. The firm’s deep bench of attorneys regularly counsels clients on golden parachute arrangements, carried interest structures, and post-merger benefits integration, frequently working alongside boards, compensation committees, and private equity sponsors. The New York team, headed by Paul Wessel, is also a key advisor in high-stakes regulatory investigations and litigation, including DOJ and Department of Labor inquiries into benefits compliance. Key lawyers Amy Rubin, and Jennifer Haydel Britz are widely recognized for their expertise in transactional benefits structuring and executive pay governance.
Responsables de la pratique:
Paul Wessel
Autres avocats clés:
Amy Rubin; Jennifer Haydel Britz; Regina Readling
Principaux clients
Advent International
American Securities LLC
Blackstone
Cedar Fair, L.P.
Centerbridge Partners L.P.
ChampionX Corporation
Citation Capital Management, LLC
Clarience Technologies, LLC
Clayton Dubilier & Rice
Cobham Group Limited
Cove Hill Partners, L.P.
CPP Investments
Cynosure LLC
Eli Lilly & Company
Genstar Capital
Giant Eagle, Inc.
Glencore plc
Goldman Sachs Alternatives
Growthcurve Capital LP
The Home Depot, Inc.
ICG Strategic Equity
KIK Custom Products Inc.
The Kroger Company
Pacific Avenue Capital Partners
Providence Equity Partners
Sanofi S.A.
Sunoco LP
TPG Inc.
Principaux dossiers
- Advising The Kroger Company in its merger with Albertsons Companies, Inc.
- Advised The Home Depot, Inc in its acquisition of SRS Distribution Inc.
- Advising Glencore PLC, Canada Pension Plan Investment Board and British Columbia Investment Management Corporation, as the shareholders of Viterra Ltd., a distributor of agriculture products offering grains, oilseeds, pulses, rice, sugar, and cotton, on its approximately $18 billion ($6.2 billion in stock, $2 billion in cash and $9.8 billion assumption of debt) business combination with Bunge Ltd.
Baker McKenzie LLP
Baker McKenzie LLP ’s team is recognised for its global reach and expertise in cross-border transactions, offering one-stop US and international executive compensation and employee benefits advice. The firm regularly advises on executive compensation, equity plans, and benefits issues in major M&A, spin-offs, and restructuring transactions. The team’s has notably advised on the impact of the FTC’s non-compete ban and California’s new non-compete notice requirements, attracting significant interest from clients. Recent high-profile mandates include advising Cisco on its $28bn acquisition of Splunk, handling the tax, regulatory, and compliance aspects across 34 jurisdictions. The San Francisco-based team is led by Barbara Klementz, an expert in global equity compensation and executive incentives, with Denise Glagau providing extensive experience in tax and regulatory compliance for global share plans.
Responsables de la pratique:
Barbara Klementz
Autres avocats clés:
Denise Glagau; Sinead Kelly; Brian Wydajewski; Thomas Asmar; Aimee Soodan
Principaux clients
Cisco / Splunk
Physician’s Realty Trust
HPE / Juniper
Alteryx
Marel
Olink / Thermo Fisher Scientific
Acuity Brands
LatAm Logistic Properties, S.A.
LiveRamp
Cadence Design Systems
Agiloft
Principaux dossiers
- Advised Cisco and Spluk on their merger, representing approximately USD 28 billion in equity value.
- Advised Physicians Realty Trust in its successful merger with Healthpeak Properties, Inc. in an all-stock merger of equals valued at approximately USD 21 billion.
- Advising both HPE and Juniper Networks on employment and compensation integration issues across 58 countries related to the USD 14 billion anticipated acquisition of Juniper Networks to accelerate HPE’s portfolio of AI-driven innovation solutions.
Freshfields
Freshfields advises on compensation elements of complex global transactions, led by Lori Goodman, Nicole Foster , and Sarah Ghulamhussain. The team has standout expertise in structuring executive pay in transformative M&A deals, IPOs, and corporate governance matters. With a strong focus on cross-border transactions, the firm seamlessly navigates complex compensation frameworks across multiple jurisdictions. Jordan Salzman, based in New York, advises public companies and private equity funds on employee benefit and compensation issues in mergers, acquisitions, spinoffs, IPOs, and other corporate transactions. The practice is also deeply experienced in advising public companies on governance, incentive structures, and regulatory developments.
Responsables de la pratique:
Nicole Foster; Lori Goodman; Sarah Ghulamhussain
Autres avocats clés:
Jordan Salzman
Principaux clients
Johnson & Johnson
AstraZeneca
Zeus Industrial Products Inc.
The Yokohama Rubber Company, Limited
Grunenthal GmbH
Novartis International AG
Sonoco Products Company
JT International SA
JD Sports Fashion Plc
Aristocrat Technologies, Inc.
Zuora, Inc.
CVC Capital Partners
PropertyGuru Group Limited
ABB Ltd
CrowdStrike
ServiceNow
Merz Therapeutics
Principaux dossiers
- Advised Johnson & Johnson (NYSE: JNJ) on its $13.1 billion acquisition of Shockwave Medical, Inc., a leading, first-to-market provider of innovative intravascular lithotripsy technology.
- Represented AstraZeneca on an unprecedented series of major M&A transactions over a series of a few months.
- Advised Zeus Company on its sale to EQT Partners.
Fried, Frank, Harris, Shriver & Jacobson LLP
Fried, Frank, Harris, Shriver & Jacobson LLP is recognised for its deep expertise in executive compensation, employee benefits, and ERISA-related matters, regularly advising on high-value M&A, capital markets, and restructuring transactions. The firm’s compensation team plays a key role in public and private acquisitions, IPOs, and asset management transactions, providing strategic counsel on employment agreements, fiduciary responsibilities, and regulatory compliance. The team is particularly adept at structuring compensation packages in corporate transactions, including governance reviews, early retirement planning, and regulatory filings. The New York-based team is headed by Jeffrey Ross , with Amy Blackman and Andrea Pollak bringing additional strength in investment fund structuring and regulatory compliance, regularly advising on fund financings and asset management transactions.
Responsables de la pratique:
Jeffrey Ross
Autres avocats clés:
Amy Blackman; Andrea Pollak
Les références
‘Trusted legal advice that is sound and commercial. Excellent judgment and strong understanding of business marketplace. Collaborative and solutions oriented. Always reliable and timely with their services.’
‘Jeff Ross is outstanding and an absolute go-to. His team is strong and impressive as well.’
Principaux dossiers
Hogan Lovells US LLP
Hogan Lovells US LLP’s team is distinguished by its global reach, deep industry knowledge, and sophisticated transactional expertise, leveraging its presence in key commercial and emerging markets it to advise on complex cross-border executive compensation issues with a seamless integration of corporate, tax, and securities considerations. The team is particularly active in high-profile corporate transactions, including M&A, IPOs, and private equity investments, regularly handling executive pay structuring, incentive plans, and ERISA fiduciary compliance. Recent standout transactions include advising Fenway Sports Group and Strategic Sports Group on a $3bn investment in PGA TOUR Enterprises, restructuring professional golf equity stakes. The practice is led by Martha Steinman in New York, an expert in corporate governance and executive pay matters, alongside Carin Carithers in Washington DC who focuses on M&A-related retention planning, and Silicon Valley-based Michael Frank, a key figure in executive compensation for high-growth tech transactions.
Responsables de la pratique:
Martha Steinman
Autres avocats clés:
Carin Carithers; Michael Frank
Les références
‘Exceptional client service and subject matter expertise. Have a tremendous amount of confidence when bringing any issues to them and a pleasure to work with them.’
‘Superior both in terms of technical ability and market sense.’
Principaux clients
Fenway Sports Group and Strategic Sports Group
Walmart
Sovos Brands
Michael Arougheti, and Mitchell Goldstein and Michael Smith
Merck
PPG Industries
Major League Pickleball
Alterra Mountain Company
Autodesk
Lockheed Martin Corporation
ASSA Abloy
C2X
PVH
Collegium Pharmaceuticals
3M
Equifax
Papa John’s International, Inc
Principaux dossiers
- Advised Fenway Sports Group and Strategic Sports Group on a groundbreaking multi-billion dollar investment deal between Strategic Sports Group and PGA TOUR Enterprises.
- Advised Walmart Inc. on its US$2.3bn acquisition of publicly traded, tech-focused smart-TV maker VIZIO Holding Corp.
- Advised Sovos Brands on its US$2.7bn acquisition by Campbell Soup Company.
McDermott Will & Emery LLP
McDermott Will & Emery LLP continues to lead in employee benefits and executive compensation, offering a blend of transactional strength and advisory expertise. Led by Andrew Liazos , the firm’s global employee benefits chair, the team provides sophisticated counsel on executive pay, retirement plans, health and welfare benefits, and ESOPs. Other key team members includingJacob Mattinson in Chicago and Allison Wilkerson in Dallas. The firm handles both complex M&A-related benefits issues and standalone advisory work.
Responsables de la pratique:
Andrew Liazos
Autres avocats clés:
Todd Solomon; Allison Wilkerson
Les références
‘Willing to assist with plan questions post-design as needed, training on fiduciary roles and responsibilities has been helpful’
‘Brian is a responsive, detailed lawyer who is always willing to help when issues/questions arise.’
‘Brian Tiemann is beyond critical for his historical knowledge of our plans due to the multitude of M&A activity that has occurred over the past couple decades. When legal opinions/recommendations are requested, his write ups are always comprehensive and provide purposeful explanations. He is also invaluable in providing support with difficult inquiries that myself and my team deal with on a fairly regular basis. ’
Principaux clients
American Staffing Association
BDO
Citibank
Darden Restaurants
Discover Financial Services
Ericsson
ERISA Industry Committee (ERIC)
Kellanova (Kellogg’s)
Lenovo Group
Liberty Mutual
Principaux dossiers
- Represented BDO, a leading accounting and advisory firm, in the formation of its $1.4 billion ESOP.
- Advised Discover in relation to its $35 billion acquisition by Capital One Corporation.
- Advised Aon in the benefits and compensation aspects of its $13.4 billion acquisition of NFP.
Morgan, Lewis & Bockius LLP
Morgan, Lewis & Bockius LLP advises on benefits, executive pay structures, and regulatory compliance. Leveraging a team including former IRS, DOL, and DOJ officials, the firm provides strategic, interdisciplinary advice spanning retirement and health plans, incentive compensation, payroll tax, M&A, and government investigations. Clients include global corporations, startups, tax-exempt entities, and educational institutions. The firm is headed by Craig Bitman based in New York and Amy Pocino Kelly in Philadelphia, with standout Gena Yoo advising on employee benefit plan sponsors and administrators on matters related to executive compensation, fiduciary governance, ERISA prohibited transaction rules, and investment-related agreements for private equity, hedge, and collective investment funds.
Responsables de la pratique:
Craig Bitman; Amy Pocino Kelly
Autres avocats clés:
Gena Yoo
Principaux dossiers
Proskauer Rose LLP
Proskauer Rose LLP’s team combines transactional, regulatory, and litigation expertise to corporations, private equity firms, and financial institutions. The team has been at the forefront of significant transactions, including advising Arkema on its acquisition of Dow’s flexible packaging laminating adhesives business, and Fortress Credit Corp in the Red Lobster restructuring. The firm offers deep understanding of fiduciary regulations, compliance issues, and executive retention planning. Headed by Seth Safra in Washington DC, the team works with clients across a variety of industries, with particular strength in the financial services space. Andrea Rattner in New York specializes in advising clients on equity awards, change-in-control provisions, and post-transaction compensation in corporate transactions.
Responsables de la pratique:
Seth J. Safra
Autres avocats clés:
Andrea Rattner; Ira Bogner; Colleen Hart; David Teigman
Principaux clients
Arkema
Stellex Capital Management
Los Angeles Organizing Committee (LA28) for the Olympic and Paralympic Games 2028
TGL Golf Holdings
Fortress Credit Corp.
KKR Capital
BlackRock Capital
Church & Dwight
Adams Street Funds
Doodles LLC
Outerknown
Morgan Stanley
Ascend Capital Partners
Apollo
Golub Capital
JP Morgan
Bain Capital
Blue Torch
Carlyle Group
Goldman Sachs
MGG Investment Group
Aquarian
Blue Owl
Alexander Proudfoot Company / Management Consulting Group PLC
OpSec Security
MidCap
Principaux dossiers
- Advised Arkema in its agreement to acquire Dow’s flexible packaging laminating adhesives business.
- Advised Fortress Credit Corp. on the executive compensation, employee benefits, and human capital aspects of the restructuring in the chapter 11 bankruptcy of Red Lobster.
- Advised OpSec Security in all aspects related to executive compensation and employee benefits in connection with its to Crane NXT, Co.
A&O Shearman
A&O Shearman has broad expertise across executive compensation, employment, and governance, navigating high-stakes corporate transactions, including executive pay in billion-dollar M&A deals, alongside guiding boards through governance challenges. Brian Jebb and John Cannon, both global co-heads of the practice, bring deep expertise in cross-border transactions, with knowledge of regulatory landscapes and market trends. Known for its ability to handle intricate compensation structures, post-transaction integration, and equity plan design, the firm is a go-to for private equity giants, tech innovators, and multinational corporations.
Responsables de la pratique:
Brian Jebb, John Cannon
Autres avocats clés:
Jai Garg; Melisa Brower; Matthew Behrens; Jason Rothschild
Principaux clients
3E
Apollo Global Management
Atrion Corporation
Boomi
Boston Scientific Corporation
Broadway Technology
Cube Content Governance Global Limited
Dover
Forevision Holdings Limited
Genmab A/S
GlobalLogic Inc.
JDE Peet’s N.V.
Mubadala
Paramount Global
SAP SE
Teradyne, Inc
TPG Inc.
WillScot Mobile Mini Holdings Corp.
Zendesk
Principaux dossiers
Cooley LLP
Cooley LLP is widely recognised for its expertise in executive compensation and employee benefits, advising companies at every stage of their lifecycle. The firm plays a critical role in high-stakes M&A, IPOs, SPAC transactions, and other corporate transitions, ensuring that compensation structures align with strategic business objectives. Led by Barbara Mirza in Los Angeles and a team of top-tier attorneys, including Alessandra Murata in Palo Alto, the practice is known for its ability to navigate complex compensation matters across industries, particularly in technology, life sciences, and artificial intelligence. With a strong presence in key innovation hubs, the firm combines deep industry knowledge with a pragmatic, business-focused approach, positioning itself as a go-to advisor for high-growth companies and market-leading public corporations.
Responsables de la pratique:
Barbara Mirza
Autres avocats clés:
Blake Martell; Nyron J. Persaud; Austin Holt; Alessandra Murata
Principaux clients
Rubrik
Gracell Biotechnologies
RayzeBio
ProfoundBio
Everbridge
Carmot Therapeutics
TempusAI
PetIQ
Alto Neuroscience
Snowflake
Avid Bioservices
Longboard Pharmaceuticals
Principaux dossiers
- Advised Rubrik, the first cybersecurity vendor to successfully complete an IPO in over two years, a Zero Trust Data Security Company delivering data security and operational resilience for enterprises, priced at $752 million.
- Advised AuditBoard, a leading connected risk platform transforming audit, risk, compliance, and environmental, social and governance (ESG) management, on the benefits aspects of its agreement to be acquired for more than $3 billion by Hg.
- Advised Amolyt Pharma, a global clinical-stage biopharmaceutical company based in Lyon, France, which specializes in developing therapeutic peptides for rare endocrine and related diseases, on the compensation and benefits aspects of its acquisition by AstraZeneca for up to $1.05 billion in cash.
Fenwick & West LLP
Fenwick & West LLP stands out for its deep expertise in executive compensation and employee benefits, playing a pivotal role in major M&A and capital markets transactions. Shawn Lampron leads the practice, earning recognition for advising on high-value deals involving complex equity structures, severance agreements, and change of control arrangements. Marshall Mort, Nancy Chen, and Gerald Audant are also key figures, regularly advising on executive employment agreements, compensation-related corporate governance, and due diligence in corporate transactions. The team is known for its ability to navigate sophisticated compensation matters across industries, particularly in the tech and life sciences sectors.
Responsables de la pratique:
Shawn Lampron
Autres avocats clés:
Marshall Mort; Nancy Chen; Gerald Audant
Principaux clients
Aliada Therapeutics
Alpine Immune Sciences
BioAge Labs, Inc.
Cisco Systems, Inc.
CoreWeave
Databricks
DICE Therapeutics, Inc.
DocuSign
GitLab
GoPro, Inc.
Metropolis Technologies
Model N
Morphic Holdings, Inc.
Searchlight
Shockwave Medical
Smartsheet
Squarespace
Stripe
Wiz
Wonder Group
Principaux dossiers
- Represented Morphic Holdings, Inc in its acquisition by Eli Lilly and Company .
- Representing Smartsheet in its pending $8.4 billion acquisition by funds managed by Blackstone and Vista Equity Partners.
- Represented Shockwave Medical, Inc in its acquisition by Johnson & Johnson.
Gibson, Dunn & Crutcher LLP
Gibson, Dunn & Crutcher LLP is highly regarded for its multidisciplinary approach, seamlessly integrating securities, tax, and labor law expertise to provide comprehensive advice on executive compensation, incentive plans, and ERISA compliance. The firm is a trusted advisor on M&A, IPOs, and private equity transactions, frequently assisting Fortune 500 companies and investment funds with benefits structuring, retention strategies, and fiduciary compliance. The team is particularly active in high-profile corporate deals, including advising Pioneer Natural Resources on its $64.5bn merger with ExxonMobil. The practice is co-led by Sean Feller in Century City, who specialises in executive incentives and retention planning and Krista Hanvey in Dallas, an expert in corporate benefits structuring and securities compliance.
Responsables de la pratique:
Sean Feller, Krista Hanvey
Autres avocats clés:
Stephen Fackler; Michael Collins; Gina Hancock
Principaux clients
PAR Technology
Gilead Sciences
The First American Corporation
Matson Navigation Company
Chobani LLC
Merck & Co., Inc.
Algonquin Power and Utilities Corp
Veritas Capital
KKR
MidOcean Partners
OceanSound Partners
VMware, LLC
Celanese Corporation
J.H. Whitney Capital Partners and Alphia
Fiesta Restaurant Group, Inc.
Principaux dossiers
Goodwin
Goodwin has strong expertise in ERISA and executive compensation, offering experience to advising clients on the full spectrum of compensation and benefits matters. Co-chaired by Patrick Menasco in Washington DC, and James Mattus in Boston, the team is known for its deep expertise in M&A, IPOs, private equity, and fiduciary issues under ERISA. The firm is a go-to advisor for financial institutions, investment funds, and emerging growth companies, offering strategic counsel on equity arrangements, golden parachutes, and retirement plan structures.
Responsables de la pratique:
Patrick Menasco, James Mattus
Autres avocats clés:
Lynda Galligan; Natascha George; Monica Patel
Principaux clients
Astera Labs, Inc.
ImmuNext, Inc.
Human Immunology Biosciences (HI-Bio)
Fusion Pharmaceuticals
Century Therapeutics
Deciphera
Charlesbank Capital Partners, LLC
AVROBIO
Marlin Equity Partners
Exabeam, Inc.
Talon Cyber Security, Ltd.
TowerBrook Capital Partners, L.P.
Principaux dossiers
- Advised Astera Labs on the employee benefits and executive compensation aspects of its $774 million initial public offering.
- Advised Human Immunology Biosciences (HI-Bio™) on the employee benefits and executive compensation aspects of its $1.15 billion acquisition by Biogen.
- Advised TowerBrook Capital Partners L.P. on the employee benefits and executive compensation aspects of its majority equity investment inLiftWerx Holdings Inc.
Morrison Foerster
Morrison Foerster’s EBEC team is an integral part of the firm’s transactional practice, advising clients across all stages of corporate growth. With expertise spanning executive compensation, pension plans, and complex regulatory compliance, the group plays a pivotal role in structuring high-profile M&A, IPOs, and cross-border transactions. The practice is widely recognised for its depth of expertise in private equity, financial services, and technology transactions, advising clients such as Autodesk, eBay, and SoftBank Group. The team is particularly adept at navigating ERISA’s fiduciary and prohibited transaction rules, advising on pension plan investments and structuring equity compensation arrangements that align with business strategy. Co-headed by Domnick Bozzetti and Joshua Lerner, the group also provides strategic counsel on governance matters, tax implications, and disclosure requirements in capital markets transactions. Yuan Xia , based in Palo Alto, advises on executive compensation in domestic and cross-border transactions, including mergers, acquisitions, divestitures, and public offerings. Recent work underscores their ability to guide industry leaders through transformative deals.
Responsables de la pratique:
Domnick Bozzetti; Joshua Lerner
Autres avocats clés:
Yuan Xia
Les références
‘Strong across the board with a deep bench, pragmatic and deliver good results.’
‘Josh Lerner is very knowledgeable and user friendly, creative and delivers great results.’
Principaux clients
98point6 Technologies
Aegis Ventures
AgroFresh Solutions
Aliment Capital
Alpine Investors
Aqua Capital
Ascendent Capital Partners
Astellas Pharma
Arm
Ascendent Capital Partners
Autodesk
Bow River Capital
Breedon Group
eBay
Excellere Partners
FLYR
GeoComply
LeafLink
Main Post Partners
Mountaingate Partners
Nikon
North America Sekisui House
Odevo
onsemi
Palladium Equity Partners
Rivian Automotive
SoftBank Group
Southwest Gas
Tendo Systems
Valon Mortgage
Principaux dossiers
- Advised Arm on executive compensation and employee benefits matters ahead of and following its $5.22 billion IPO.
- Advising Rivian Automotive on executive compensation and employee benefits matters related to an electric vehicles joint venture with Volkswagen Group.
- Advised North America Sekisui House on executive compensation and employee benefits matters related to its $4.9 billion acquisition of M.D.C. Holdings.
Orrick, Herrington & Sutcliffe LLP
Orrick, Herrington & Sutcliffe LLP has cemented its reputation in executive compensation and benefits, offering strategic advice on high-stakes M&A, IPOs, and corporate governance matters. Led by Juliano Banuelos, the team is a trusted partner to major multinational corporations and emerging growth companies alike. The firm’s expertise spans equity arrangements, compensation structuring, and global benefits compliance, with a strong focus on cross-border transactions.
Responsables de la pratique:
Juliano Banuelos
Autres avocats clés:
Jason D. Flaherty; Christine McCarthy; Michael Y. Yang; Laura Bagarella
Principaux clients
SAP SE
Workday, Inc.
Turn/River Capital
ProEnergy Holding Co
Trucordia
Egress Software Technologies Limited
Deel, Inc.
Copenhagen Infrastructure Partners P/S
TotalEnergies
Avaya Holdings Corp.
Duetto
Front Row Group
Antin Infrastructure Partners
The Gap, Inc.
Principaux dossiers
- Advised SAP SE on the complex navigation of critical executive compensation and equity treatment issues related to its US$1.5 billion acquisition of WalkMe.
- Advised ProEnergy Holding Company, Inc on a majority sale of its equity (60%) to Energy Capital Partners.
- Advised Gap on its recent CEO hire, the hiring of other executive officers, and all aspects of executive compensation and public compensation disclosure.
Paul Hastings LLP
Paul Hastings LLP’s tax and benefits team, led by Stephen Harris in Los Angeles, Eric Keller in Washington, DC, and Dan Stellenberg in Palo Alto, advises on a broad range of executive compensation and employee benefits matters. The team regularly advises clients in sectors like technology and hedge funds, and are known for their ability to navigate tax-qualified plans, fiduciary obligations, and cross-border benefits structuring. The group is experienced in structuring incentive plans, negotiating employment agreements, and handling benefits issues in major corporate transactions. Recent highlights include advising financial institutions and private equity firms on complex compensation arrangements. The team is recognized for providing strategic solutions in ERISA-related matters, with expertise in high-profile C-suite negotiations.
Responsables de la pratique:
Stephen Harris; Eric Keller; Dan Stellenberg; Jason Ertel; Deidre Kalenderian
Autres avocats clés:
Jeffrey R. Ii
Les références
‘This is unique practice that touches the most important and valuable asset of the company – the equity, the employees and the link between them. Every company struggles with employee compensation and equity comp for employees. The team at Paul Hastings is super professional, knowledgeable, and solves any issue raised.’
Principaux clients
STG Partners
Significant Financial Institution
An ad hoc group of first lien and second lien lenders
Carlyle
MyFitnessPal
EquiLend
LogMeIn
CWT US, LLC
Micronics Engineered Filtration Group
Digital Transformation Opportunities Corp.
Sony Corporation of America
E. & J. Gallo Winery
Ford Motor Company
Principaux dossiers
- Advised STG Partners in its US$1.4 billion take-private of Avid Technology (NASDAQ: AVID), a leading technology provider that powers the media and entertainment industry.
- Advised an ad hoc group of first lien and second lien lenders in connection with the comprehensive restructuring of Pennsylvania Real Estate Investment Trust (“PREIT”).
- Advised Carlyle on a strategic investment into real estate finance solutions leading provider North Bridge ESG LLC.
Vinson & Elkins LLP
Vinson & Elkins LLP works with clients on compensation matters at the intersection of corporate transactions and governance. Led by David D’Alessandro in Houston and David Peck in Dallas, the team advises on equity arrangements, incentive structures, and regulatory compliance in M&A, IPOs, and private equity transactions, including structuring executive packages in billion-dollar mergers or advising on tax-efficient benefit strategies.
Responsables de la pratique:
David D’Alessandro, David Peck
Principaux dossiers
White & Case LLP
White & Case LLP’s team is recognised for its cross-border capabilities, advising multinational corporations and private equity firms on executive compensation, incentive structures, and regulatory compliance in complex transactions. Led by Henrik Patel in New York, the team is well-versed in public company M&A, IPOs, and restructurings, offering strategic guidance on severance arrangements, equity plans, and SEC disclosures. The practice is further strengthened by expertise in employment law and benefits structuring.
Responsables de la pratique:
Henrik Patel
Autres avocats clés:
Tal Marnin; Samantha Rozell
Les références
Screaming Eagle Acquisition Corp
Iberdrola NoIFS
Alstom
Principaux dossiers
- White & Case represented Screaming Eagle Acquisition Corp., a special purpose acquisition company(SPAC), on its agreement to combine with the studio business of Lionsgate, which comprises itsTelevision Studio and Motion Picture Group segments and one of the world’s most valuable film andtelevision libraries, to launch Lionsgate Studios Corp.
- White & Case represented of Iberdrola, S.A., an international electric utility company headquartered inSpain, in its pending acquisition of all shares of Avangrid, Inc., an energy services and delivery publiclytraded company listed on the NYSE (NYSE: AGR), not already beneficially owned by Iberdrola S.A forapproximately $2.6 billion.
- White & Case represented IFS (owned by EQT, Hg and TA) on its CAD$1 billion acquisition ofCopperleaf, a global provider of AI-powered enterprise asset investment management and planningsoftware listed in Canada.
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP ‘s executive compensation and benefits team is recognised for its sophisticated handling of high-stakes transactional matters, seamlessly advising private equity sponsors, asset managers, and corporate clients. The practice is led by Michael Katz and Jordan Messinger, who provide strategic guidance on complex compensation structures, ERISA compliance, and governance considerations. The team has been instrumental in structuring compensation frameworks for major M&A deals and public offerings, including high-profile transactions for private equity firms and multinational corporations. With expertise spanning fund formations, insurance-linked securities, and regulatory matters, the group works closely with the firm’s corporate and finance practices on complex matters, with standout involvements for Insight Partners.
Responsables de la pratique:
Jordan A. Messinger, Michael A. Katz
Autres avocats clés:
Rose Ohanesian; Alexander P. Ryan; Scott D. Thompson; Sarah Haddy
Les références
‘Jordan Messinger is a strong lawyer in this area with a broad set of skills and a commercial approach’
‘The team is incredible. Relative to other firms, they excel is in their responsiveness, problem solving, and approach to advice. They collaborate with their clients and vendors, and help provide all relevant information to their client to make an informed decision. They leave their ego at the door, and only care about the best outcome for their client. Their responsiveness allows them to be efficient with their advice, and yet they are very thorough. ’
‘Jordan sets the tone at the top, he is hands on with his clients, giving outstanding advice, while also knowing when to leverage the rest of his great team. Jordan effortlessly gives practical advice, and delivers work efficiently. He is very pleasant to work with, and is able to describe complex legal matters in a digestible and easy to understand way. Relative to competitors, Jordan does an outstanding job of knowing when to be in the weeds on legal matters, and when to provide the big picture perspective to the client. His team, embodies many of his great traits. ’
Principaux clients
Insight Partners and its portfolio companies
AcronisHamilton Insurance Group
Metropolis Technologies, Inc.
Title Resources Group
Platinum Equity
Cerity Partners
Warburg Pincus
Arch Insurance
North America
HBC
Fusus
Community Brands
Franchise Group
PharmaCord LLC
Resideo Technologies, Inc.
Victory Capital Holdings, Inc.
Cetera Financial Group
Gainline Capital Partners LP
Create Music Group
Hyphenate Media Group
Bending Spoons
ACF Investment Bank
Principaux dossiers
Baker Botts L.L.P.
Baker Botts L.L.P. advises clients on executive compensation and employee benefits, particularly in the face of regulatory scrutiny and evolving disclosure requirements. The firm navigates compensation design, shareholder approval processes, and compliance with SEC and stock exchange regulations. Its expertise extends to M&A, private equity, ERISA compliance, and litigation. Robin Melman , chair of the firmwide practice, counsels boards, committees, and executives on high-stakes compensation issues, particularly during management transitions. Jason Loden, based in Dallas, focuses on plan administration and ERISA compliance, guiding clients through mergers and acquisitions. In Houston, Gail Stewart blends legal expertise with negotiation skills, advising on equity incentives and executive contracts. Dallas-based David Schiller brings deep transactional and litigation experience, covering matters ranging from golden parachutes to pension plans.
Responsables de la pratique:
Robin Melman
Autres avocats clés:
Jason Loden; Gail Stewart; David Schiller
Les références
‘Roin Melman is a string practitioner with good client and technical skills’
‘Baker Botts employee benefits and executive compensation team are excellent. They stay up to date on trends, provide practical advice, and are extremely knowledgeable. I have specifically worked with Robin Melman, Partner in New York. Robin provided extensive legal advice on the Federal Trade Commission’s ban on non-competes, which has been stayed by the federal courts. Robin provided excellent advice on this complex proposed law.’
‘Robin Melman and Gayle Stewart, are two of the best attorneys in employee benefits and executive compensation. They stand out from others in this practice area based on their extensive practice and extensive client base in the energy industry. I really enjoy working with both of them.’
Principaux clients
BKV Corporation
Bristow Group Inc.
Cactus, Inc.
CenterPoint Energy, Inc.
ConocoPhillips
Coterra Energy
CTF Development, Inc.
Dave J. Lesar and Jim Brown
Eagle Materials Inc.
Enlink Midstream, LLC / Enlink Midstream Partners, LP
GCI Liberty, Inc.
Governance Committee of Veritex Holdings
Helix Energy Solutions Group, Inc.
Hines Interests Limited Partnership
IBEW-NECA Southwestern Health & Benefit Fund
Insperity
Jones Energy II, Inc.
Liberty Broadband Corporation
Liberty Latin America
Liberty Media Corporation
Liberty TripAdvisor Holdings
Macquarie Capital Investment Holdings In
Martin Resource Management Corporation
Murphy Exploration & Production Company
Museum of Fine Arts, Houston
Noble Corporation PLC
Occidental Petroleum Corporation
Oceaneering International, Inc.
Qurate Retail, Inc.
RWE Trading Americas Inc.
Schlumberger Limited
Southern Company Gas
Southern Methodist University
Sunnova Energy Corporation
United Employee Benefit Fund
Westlake Chemical Corporation
WW International, Inc
Zix Corporation
Principaux dossiers
- Assisted with the combination of Liberty Media’s SiriusXM tracking stock group with SiriusXM to create a new public company and the reclassification of Liberty Media into three new tracking stock groups.
- Assisted Macquarie Capital in its acquisition of ONYX Insight (ONYX), the leading provider of wind turbine performance analytics and condition-based monitoring to the wind energy industry.
- Advised BKV Corporation to design and implement equity and executive compensation arrangements ahead of the IPO’s September 2024 launch, including a new equity plan and award agreements and a new employee stock purchase plan.
Cadwalader, Wickersham & Taft LLP
Cadwalader, Wickersham & Taft LLP handles pension plan investments, structuring innovative investment vehicles, and regulatory ERISA matters. The firm represents financial services firms, hedge funds, private equity sponsors, and corporate boards, advising on compliance and transactional issues. James Frazier specialises in ERISA fiduciary standards and prohibited transaction provisions, representing clients in complex regulatory matters and before the Department of Labor. Andrew O’Brien focuses on M&A, leveraged buyouts, and executive compensation, advising public and private companies, management teams, and senior executives on employment and separation agreements, incentive compensation structures, and non-qualified retirement programs. All lawyers mentioned are in New York.
Responsables de la pratique:
James Frazier; Andrew O’Brien
Les références
‘James Frazier is an expert in his field and very knowledgeable and responsive and has strong colleagues he can turn to for additional expertise and assistance.’
Principaux clients
BlackRock
Bank of America
JPMorgan
Morgan Stanley
TSD Rental
UBS
Principaux dossiers
- Advising multiple financial services firms and an important financial services firm trade association regarding issues associated with the U.S. Department of Labor’s (DOL) proposed amendments to Prohibited Transaction Class Exemption 84-14 (the so-called “QPAM Exemption”).
- Represented Bank of America in connection with the closing of its purchase of approximately $2.8 billion in multifamily loans from Washington Federal.
- Represented various lenders on a series of financing transactions involving Hartree Partners, LP, Sprague Operating Resources LLC and various subsidiaries and affiliates.
DLA Piper LLP (US)
DLA Piper LLP (US) is recognised for its strength in executive compensation and employee benefits, particularly in high-value M&A. The firm has a strong track record advising on cross-border deals, complex equity arrangements, and post-transaction integration. Led by Rita Patel, Richard Ashley , Julia Kovacs, Michelle Lara, and Keith Ranta, the team is well-positioned to support clients on intricate compensation structures and strategic benefits planning.
Responsables de la pratique:
Rita M. Patel
Autres avocats clés:
Richard Ashley; Julia Kovacs; Michelle Lara; Keith Ranta
Principaux clients
Stripe, Inc.
QUALCOMM Incorporated
Philip Morris Products S.A.
Renesas Electronics Corporation
Forward Air Corporation
Hewlett Packard (HP)
Arlington Capital Partners
Silvaco Group Inc.
Essence Ventures LLC
Berry Holdco LLC
Principaux dossiers
- Representation of Forward Airin its US $2.1B acquisition of Omni Logistics, LLC, leading on all employee benefits and executive compensation-related matters.
- Representation ofHewlett Packard,in the divestiture of a major international division of the business through an asset sale transaction involving operations in 15 countries.
- Representation ofNemetschek Group in the acquisition of GoCanvas Holdings for approximately $770 million and in other pending acquisitions.
Herbert Smith Freehills Kramer
Herbert Smith Freehills Kramer ’s executive compensation and employee benefits team plays a pivotal role in M&A, private equity buyouts, and complex restructurings. The team, based in New York, advises public and private companies, non-profits, senior executives, and compensation committees on incentive plans, deferred compensation agreements, severance packages, and compliance matters. Cases also includes transactional due diligence and ERISA-related counsel. Marissa J. Holob , chair of the practice, specializes in retirement plans, incentive structures, and compliance matters, particularly in M&A and restructuring contexts. Robert N. Holtzman , co-chair of the practice, advises on executive contracts, employment disputes, restrictive covenants, and equity-based compensation, representing clients in high-stakes litigation and strategic corporate transactions. Sumaya Ullah Restagno advises clients in corporate transactions, including retirement and welfare plans, deferred compensation, golden parachutes, and post-closing benefits, while also assisting with the design and administration of retirement plans, welfare plans, employment agreements, and regulatory compliance.
Responsables de la pratique:
Marissa J. Holob; Robert N. Holtzman
Autres avocats clés:
Avram J. Cahn; Sumaya Ullah Restagno
Principaux clients
The special committee of the Board of Directors of Thoughtworks
Del Monte Foods Inc.
Stone Point Capital and SunFireMatrix Inc.
Vensure Employer Services Inc.
Strategic Management Solutions LLC
Tree Line Capital Partners
Prima Capital Advisors
BlackRock
Revolt Media & TV Holdings LLC
Waterfall Asset Management
Atlantic Street Capital Partners
Sentinel Capital Partners
Knighthead Capital Management LLC
Principaux dossiers
- Advised the special committee of the Board of Directors of Thoughtworks in connection with its definitive merger agreement pursuant to which an affiliate of funds advised by Apax Partners LLP will complete a take-private of Thoughtworks.
- Represented Del Monte Foods Inc. in an innovative refinancing transaction that closed in August 2024.
- Advised Stone Point Capital (“Stone Point”) and SunFireMatrix Inc. (“SunFire”), a leading software and tech-enabled services platform serving the insurance distribution and health plan markets, on SunFire’s acquisition by funds managed by KKR.
Linklaters LLP
Linklaters LLP ’s practice focuses on executive compensation, employee benefits, and ERISA fiduciary matters, particularly in the context of M&A transactions. The team advises clients across various industries on structuring executive compensation arrangements, disclosure considerations, and regulatory compliance. It also provides guidance on private equity fund formation, high-value cross-border acquisitions, capital markets transactions, and financing arrangements. The practice supports multinational corporations in designing and implementing executive compensation and share plans across jurisdictions. Andrew L. Gaines leads the team in New York and advises employers on compensation structures in corporate transactions and bankruptcy. Also New York-based, Janet Lee’s expertise extends to executive compensation matters in M&A and financing transactions, while Maddy Hayes focuses primarily on compensation and benefits issues in both public and private deals.
Responsables de la pratique:
Andrew Gaines
Autres avocats clés:
Maddy Hayes; Janet Lee
Les références
‘Excellent mix of experience across the team — including long-time partners, in-house experience and exec comp as well as ERISA. Recent expansion of team by bringing on Janet Lee strengthens their expertise especially for financial services clients.’
Principaux clients
Rio Tinto
Volkswagen AG
Tate and Lyle
Aperam S.A.
Brookfield Corporation
Mastercard
Spirent Communications
Emirates Telecommunications Group/e& and Careem Technologies
bPost
Assicurazioni Generali SpA
Getir
Q-Energy Asset Management
Executive compensation and incentive plan design counsel to numerous clients (including AXA and Barclays)
Investment Funds Counsel
Capital Markets and Complex Financing Transactions
Securities and SEC clawbacks counsel to numerous U.S.- and dual-listed companies (including National Grid, Barclays, WPP and Diageo)
Principaux dossiers
- Advised Rio Tinto on the U.S. executive compensation and employee benefits aspects of its US$6.7bn all-cash acquisition of NYSE-listed Arcadium Lithium.
- Advised Volkswagen on the U.S. executive compensation and employee benefits aspects of its U.S.$5.8bn vehicle software technology JV and investment transaction with Rivian.
- Advised Tate & Lyle on the U.S. executive compensation and employee benefits aspects of its U.S.$1.8bn acquisition of CP Kelco from J.M. Huber Corporation.
Mayer Brown
Mayer Brown International LLP advises U.S. and multinational corporations on employee benefits, executive compensation, and pension investments. Headed by Maureen Gorman , the firm works with investment managers, banks, and institutional fiduciaries and represents clients before regulatory agencies, including the IRS and the Department of Labor. Its practice covers compliance, transactions, and disputes related to compensation and benefits. Debra Hoffman focuses on employee benefit plans and executive compensation, advising public and private clients on compliance and regulatory matters. Ryan Liebl designs and administers compensation plans, including nonqualified deferred compensation and equity-based agreements, with experience in cross-border transactions. Stephanie Vasconcellos drafts and negotiates employment and severance agreements, incentive plans, and retention agreements, assisting clients with regulatory compliance and corrections, including Section 409A.
Responsables de la pratique:
Maureen Gorman
Autres avocats clés:
Debra Hoffman; Ryan Liebl; Stephanie Vasconcellos
Principaux clients
Assured Guaranty
Canadian Imperial Bank of Commerce
Cummins
HSBC
Nestlé
Northern Trust
State Farm
Tenneco
The Jordan Company
Yum! Brands, Inc.
Principaux dossiers
- Represented HCL Technologies Limited in the $225 million acquisition of the Communications Technology Group business, a global telecommunications business, from Hewlett Packard Enterprise Company.
- Represented Kayne Anderson Capital Advisors, L.P. in the sale of DYMA Brands, Inc., a leading manufacturer of liquid portion control, bulk condiments, seasonings, and dry blend mixes, to Ventura Foods, LLC.
- Represented Proficient Auto Logistics, Inc. in the acquisition of five existing automotive freight businesses followed immediately by its $215 million initial public offering on the Nasdaq stock exchange as one publicly traded entity.
McGuireWoods LLP
McGuireWoods LLP maintains a growing employee benefits and executive compensation practice, handling a broad range of matters for a diverse client base across industries. Led by Taylor Wedge French in Charlotte and Gerald Thomas in Atlanta, the team regularly advises on incentive compensation structures, ERISA compliance, and executive agreements. The firm’s experience spans complex benefits-related transactions, including mergers, acquisitions, and restructuring mandates. Clients include major financial institutions, energy providers, and multinational corporations, with the firm frequently engaged for its ability to navigate intricate benefits programs. The practice continues to expand its national footprint, with figures such as Robert Wynne and Allison Tanner playing a key role.
Responsables de la pratique:
Gerald V. Thomas II, Taylor Wedge French
Autres avocats clés:
Robert Wynne; Allison Tanner
Principaux clients
Dominion Energy Services, Inc.
L3 Harris Technologies, Inc.
Perspecta, Inc.
Direct Energy (Centrica US Holdings, Inc.) – NRG Energy
Latticework Capital Management, LLC
Trinity Private Equity Group
eLearning Brothers, LLC
Navient Solutions, LLC
Rising Point Capital
Carolina Foods, Inc.
ExlService Holdings, Inc.
Principaux dossiers
WilmerHale
WilmerHale ’s executive compensation and employee benefits practice, led by Kim Wethly in Boston, advises employers, executives, and benefits providers on a range of compensation and benefits matters. The team handles equity and nonqualified compensation plans, ERISA and 401(k) issues, and compliance with SEC and IRS regulations. The firm’s expertise extends to advising multinational clients on cross-border compensation strategies and structuring employee benefits in corporate transactions. Wethly is noted for her experience in advising corporate boards and executives on compensation committees and incentive plans. Clients span various industries, including technology, financial services, and life sciences.
Responsables de la pratique:
Kim Wethly
Les références
‘Kimberly Wethly leads a team with deep and broad experience in advising public companies on compensation matters. Compensation at public companies has become increasingly complex and every public company needs sophisticated counsel like the team at WilmerHale.’
‘Kimberly Wethly is both extraordinarily well versed in executive compensation matters and adept at communicating complex topics.’
Principaux clients
General Catalyst
TechTarget Inc.
Alcresta Therapeutics
Sierra Space Corporation
Eliem Therapeutics, Inc.
Blue Apron Holdings, Inc.
Decibel Therapeutics
Seaport Therapeutics
Principaux dossiers
- Represented TechTarget in its $1.6 Billion combination agreement with Informa Tech’s digital businesses.
- Represented Sierra Space in its $290 million Series B funding round.
- Represented Eliem Therapeutics, Inc. in its definitive merger agreement to acquire Tenet Medicines, Inc.
Winston & Strawn LLP
Winston & Strawn LLP ’s employee benefits and executive compensation team is well-versed in handling transactional and regulatory matters for a diverse client base, including Fortune 500 companies, private equity firms, and financial institutions. Led by Joseph Adams in Chicago and Scott Landau in New York, the team provides strategic counsel on ERISA, incentive equity, and executive compensation issues in complex M&A and restructuring deals. The team offers expertise in compensation arrangements, severance plans, and compliance matters. The firm has been engaged in significant transactions, assisting clients with high-value deals and navigating evolving regulatory frameworks. Maria Kenny , based in New York, advises public and private companies, private equity clients, while also assisting with executive employment agreements, severance plans, equity arrangements, non-qualified retirement plans, and welfare benefit plans.
Responsables de la pratique:
Scott Landau, Joseph S. Adams
Autres avocats clés:
Maria Kenny; Jennifer Stadler; Jessica Diedrich
Principaux clients
Argand Partners
Brookfield Asset Management
Century Park Capital Partners
Court Square Capital Partners
Crowe LLP
Danfoss
Eos Partners
Gartner
GenNx360 Capital Partners
Hudson Hill Capital
Lear Corporation
PwC
Revelstoke Capital Partners
ShelterPoint Insurance Group
TJC, LP
The Vistria Group
Water Street Healthcare Partners
Principaux dossiers
- Advoised ShelterPoint Group on its sale to Protective Life Corporation.
- Represented Crowe LLP in all employment, labor, executive compensation, incentive equity, and employee benefit matters throughout the sale of Crowe Healthcare Consulting to TPG.
- Advised TPG Global, LLC in connection with all employee benefit aspects relating to its acquisition of Angelo Gordon.
ArentFox Schiff
ArentFox Schiff ’s practice focuses on compensation arrangements and employee benefits, particularly in the context of mergers and acquisitions. The team supports deal negotiations by advising on benefits representations and warranties in transaction documents and conducting due diligence on executive compensation and benefits plans for both buyers and sellers. The practice also provides strategic counsel on regulatory compliance and benefits matters. Led by experienced partners across multiple offices, the team offers broad expertise and serves clients across a diverse range of sectors, including manufacturing, hospitality, sports, and food and beverage. Washington DC-based Quana Jew ’s expertise includes advising clients on retirement plans, executive compensation, and health and welfare benefits. Mamta Shah, based in the New York office, focuses on employee benefit plans and benefits issues in business transactions. Brian Friederich in Chicago counsels companies and executives primarily on equity incentive plans, employment agreements, and compensation packages.
Responsables de la pratique:
Quana Jew; Mamta Shah; Brian Friederich
Les références
‘They are approachable, available and knowledgeable about the issues we tackle. Their guidance is honest and practical.’
‘Quana Jew is amazing. She is an expert in her field, knows our plans and provides analytical and practical guidance.’
Principaux clients
Monsanto Company/Bayer Corporation
Carl Zeiss, Inc.
Choice Hotels International
Cresset
Popp Hutcheson
Providence
Wintrust
Fantasy Life
Sutil Group
Principaux dossiers
- Represented Cresset Partners in its acquisition of CH Investment Partners, a Dallas-based investment advisory and family office firm.
- Advised Providence, in its sale of Acclara, a leading technology-driven revenue cycle management company, to R1 RCM Inc.
- Advised leading fantasy sports company Fantasy Life in the acquisition of Guillotine Leagues, a growing fantasy platform that offers a new take on fantasy football.
Bracewell LLP
Bracewell LLP ’s practice focuses on executive compensation and employee benefits. Led by team partner Matthew Grunert , who oversees the department from Houston, the practice advises public and private companies, as well as private equity funds and portfolio companies, primarily in the energy sector. The team provides counsel on structuring executive compensation packages, negotiating employment transfer terms, and ensuring compliance with corporate governance and securities regulations.
Responsables de la pratique:
Matthew B. Grunert
Principaux clients
BofA Securities, Truist Securities, US Bancorp and Wells Fargo Securities
Apache Corporation
PSC Group
Cornerstone Building Brands
NRG, Inc.
Avista Corporation
Carbon capture and storage technology and infrastructure company
Phillips 66
Drilling Tools International Holdings, Inc.
Principaux dossiers
- Represented the underwriters, led by BofA Securities, Truist Securities, US Bancorp and WellsFargo Securities – with the employee benefits consideration – in connection with DardenRestaurants, Inc.’s recent public offering of $400,000,000 of 4.350% Senior Notes due 2027and $350,000,000 of 4.550% Senior Notes due 2029
- Advised Apache Corporation and certain affiliates with respect to all benefits considerations inthe sale of non-core properties non-core properties in the Permian Basin for $950 million.
- Advised Cornerstone Building Brands on numerous compensation and benefits issues –including all aspects of compensation and benefits-related diligence – related to thecompany’s assets purchase related to a window-production manufacturing business
Milbank
Milbank advises on executive compensation and employee benefits, particularly in corporate restructurings, bankruptcies, and M&A. The firm’s ECEB group is well-versed in structuring compensation arrangements in public company deals, private equity transactions, spin-offs, and IPOs. Manan Shah, based in New York, counsels boards and compensation committees on executive compensation matters, including employment, separation, and change-of-control agreements. He regularly advises on compensation structures in corporate restructurings and M&A. Also in New York, Joel Krasnow specializes in ERISA fiduciary rules and provides guidance on compensation and benefits issues in financial restructurings and mergers.
Responsables de la pratique:
Manan “Mike” Shah
Autres avocats clés:
Joel Krasnow
Principaux clients
EQT X Fund
SEACOR Holdings, Inc.
Nexus Capital Management
One Equity Partners
Special Transaction Committee of the Carrols Restaurant Group Board of Directors
United States Steel Corporation
Veritas Capital
Aurous Resources
Frontier Communications Parent, Inc.
Principaux dossiers
- Advised Nippon Steel on its acquisition of United States Steel.
- Represented One Equity Partners in connection with the sale of Computer Design and Integration LLC to AHEAD.
- Advised EQT X fund (“EQT”) on its investment in Acronis AG, pursuant to which EQT acquire a majority stake in Acronis.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. provides counsel on executive compensation and employee benefits, representing companies, private equity firms, hedge funds, and executives. Headed by Michael Arnold , the firm advises on compensation structures in M&A, private equity transactions, and venture capital investments across industries such as healthcare, technology, and retail. Andrew Bernstein , based in New York, focuses on executive compensation negotiations for senior executives and management teams. In Boston, Benjamin Ferrucci advises on ERISA- related corporate matters and designs retention and incentive plans. New York-based David Lagasse structures and implements deferred compensation and equity arrangements in transactional contexts.
Responsables de la pratique:
Michael S. Arnold
Autres avocats clés:
Andrew Bernstein; Benjamin Ferrucci; David Lagasse
Principaux clients
Artemis Capital Partners
Berenson Capital
Butterfly Network
Charlesbank
Clarion Capital Partners LLC
Coppermine Capital
DermTech, Inc.
Elicio Therapeutics
Eyenovia, Inc.
Gradiant Corporation
Hartree Partners LP
HouseWorks Holdings, LLC
Immunome
Monomoy Capital Partners
Myriad Genetics
NET Power, LLC
QIAGEN
Sandy Alexander, Inc.
Sera Prognostics
Solstice Power Technologies, Inc.
Spero Therapeutics
Spero Therapeutics
Syncona Ltd.
Third Wave Recovery Systems LLC
Principaux dossiers
- Represented the members of the SVB Capital Operating Committee during the sale of SVB Capital from SVB Financial Group to Pinegrove Capital Partners, a new entity backed by Brookfield and Sequoia Heritage.
- Represented Monomoy Capital Partners in its acquisition of Southern Exteriors, a leading installer of exterior building products serving residential homebuilders in the southeastern United States.
- Advised in a private equity buy-side closing: a bolt-on for McDanel Advanced Materials Technologies, a portfolio company of Artemis Capital Partners.
Pillsbury Winthrop Shaw Pittman LLP
Pillsbury Winthrop Shaw Pittman LLP advises public and private clients on executive compensation, employee benefits, and ERISA fiduciary matters in both transactional and regulatory contexts. Headed by Nora Burke , the team counsels on domestic and international benefits, equity compensation, ERISA compliance, contract negotiations, and governmental audits, with a strong focus on M&A. Key partners lead the practice across multiple offices. In New York, Peter Hunt specializes in pension and 401(k) plans, deferred compensation, and ERISA fiduciary matters. Austin-based Jessica Lutrin focuses on compensation structures in transactional and advisory settings. In San Francisco, Christine Richardson guides clients on employee benefits, particularly in the retail, e-commerce, and consumer brands sectors.
Responsables de la pratique:
Nora Burke, Jessica Lutrin
Autres avocats clés:
Peter Hunt; Christine Richardson; Mark Jones
Les références
‘I have worked with Pillsbury team for various comp&ben projects and some of them are related to transactions. The partners are very strong, knowledgeable and helpful. I have always appreciated their advice. ’
‘Mark Jones is one of the best comp&ben attorneys whom I have worked with. I have deep trust in his expertise, his work ethic, and professionalism. He is also very commercial and provides practical advice.’
‘Christy Richardson is an outstanding lawyer – she knows her craft well and knows how to explain difficult concepts to her clients. She understands transactions and how employee benefits fits into the larger picture. She is a wiz at finding solutions when it comes to the hiccups that can potentially derail a transaction. ’
Principaux clients
AT&T
Clearwater Paper
Everi Holdings Inc.
Invitae Corporation
IQVIA
JUUL
MSCI Inc.
Pacific Gas & Electric Company
Southern California Permanente Medical Group
TD Synnex
Victaulic
Wilbur-Ellis Holdings, Inc.
Principaux dossiers
- Advised a Fortune 50 Energy company and worked with local counsel in 47 foreign jurisdictions on worldwide employee offering of stock options, performance shares and RSUs, including securities registration, foreign exchange, tax, data privacy and employment laws.
- Advised Victaulic ond Code Section 409A compliance and correction advice, compliance and plan design advice for Victaulic’s salaried and union pension and 401(k) plans, and preparing plan amendments and restatements for Victaulic’s pension plans, 401(k) plans, deferred compensation plan and supplemental executive retirement plan.
- Advising Clearwater Paper on all employee benefit and executive compensation matters, as well as on corporate transactions.
Schulte Roth & Zabel LLP
Schulte Roth & Zabel LLP is recognized for its expertise in advising private equity firms, hedge funds, and asset managers on the executive compensation and employee benefits aspects of complex transactions. The team is well-versed in structuring equity compensation arrangements, deferred compensation plans, and ERISA compliance matters. Ronald Richman and Mark Brossman are key figures in the practice, regularly advising clients on incentive compensation structures and regulatory considerations. The group is also noted for its experience handling compensation issues in fund formations and investment transactions. With a client base spanning major financial institutions and investment firms, the team continues to provide strategic counsel on sophisticated compensation and benefits matters.
Responsables de la pratique:
Ronald Richman; Mark Brossman
Autres avocats clés:
Jason Kaplan; David Efron
Principaux clients
Amalgamated National Health Fund
Cerberus Capital Management, L.P.
Construction Laborers Pension Trust for Southern California
LCN Capital Partners, L.P.
Mill Point Capital LLC
National Retirement Fund
Obion Capital Management LP
Science & Technology Partners, L.P.
TCI Real Estate Partner Funds
Westport Capital Partners LLC
Principaux dossiers
- Schulte advised Albertsons and the UFCW Union & Participating Food Industry Employers Tri-State Pension Fund with respect to advice to avert insolvency and reduction of pension benefits for its financially troubled multiemployer pension plan that is expected to become insolvent through the receipt of special financial assistance. Schulte counseled the Plan Sponsor with respect to a rehabilitation plan; freezing benefit accruals, and application to the Pension Benefit Guaranty Corporation for Special Financial Assistance.
- Schulte’s Employment & Employee Benefits Group provides advice on many of Mill PointCapital’s acquisitions and dispositions. Recently, Schulte represented Mill Point Capital inconnection with entering into a definitive agreement to acquire the commercial refrigerationand foodservice equipment businesses (Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX). Our group advised Mill Point regarding employee benefit issues, including cross-borderemployment issues.
- Our team advised Science & Technology Partners, L.P., led by Erika Klauer (ex-JennisonAssociates), in connection with the launch of her technology-focused equity hedge fund. Inconnection with the launch, we handled all parent and fund level formation, regulatory,employee and real estate work, and simultaneously negotiated a significant strategicinvestment in the new fund by a well-known Silicon Valley investor. Our EBEC team advisedScience & Technology Partners on structuring their funds to be ERISA-compliant or to avoidERISA by limiting benefit plan investments.