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Mergers & Acquisitions 2016: Trends and Developments

Speaker(s): A. Thompson Bayliss, Barbara L. Becker, David A. Katz, David E. Brown, David M. Schwartzbaum, Elizabeth A. Cooper, Greg Weinberger, Gregory V. Varallo, James Q. Walker, James R. Griffin, Jason Mulvihill, Joel Friedlander, Joel I. Greenberg, John K. Hughes, Karen L Valihura, Kevin Miller, Mark A. Morton, Master Abigail LeGrow, Michael Macakanja, Michele M. Anderson, Patricia O. Vella, Paul J. Shim, Stephen M. Kotran, Steven M. Haas, William D. Regner
Recorded on: Jan. 14, 2016
PLI Program #: 148834

David M. Schwartzbaum is a partner in the mergers and acquisitions practice of Covington & Burling, resident in New York.  He focuses his practice on mergers and acquisitions, including the representation of principals and financial advisors in public and private M&A transactions, and his areas of concentration include negotiated and unsolicited transactions, cash and stock-for-stock mergers, tender and exchange offers, cross-border transactions, special committee representations, going-private transactions, takeover defense assignments and corporate governance matters.  He has been recognized as a leader in the field in the Guide to the World’s Leading Banking Finance and Transactional Lawyers, Chambers Global, Chambers USA Guide, and Legal 500 United States.  Mr. Schwartzbaum was named as a BTI Client Service All-Star by the BTI Consulting Group in its 2015 Client Service All-Stars Report.  Mr. Schwartzbaum received a B.A. summa cum laude and M.A. in political science from Yale University in 1984, where he was elected to Phi Beta Kappa, and a J.D. cum laude from Harvard Law School in 1987, where he was an Olin Fellow in Law and Economics.

Greg Varallo heads BLB&G's Delaware office. Greg focuses his practice on protecting investor rights, trying cases in Delaware and around the US. Greg's cases, while primarily derivative and class actions, also include plaintiffs’ side business-to-business disputes, fiduciary litigation in Bankruptcy Court, and, where appropriate, ADR.

Prior to joining the firm, Greg spent a distinguished 36-year career with elite corporate defense firm Richards, Layton & Finger, capped by a three-year term as its President, where he represented top U.S. and global corporations on various Delaware business matters. He has litigated hundreds of complex business disputes in state and federal courts throughout the United States, including Delaware, and has earned a reputation as one of the country’s leading corporate governance experts and trial lawyers.

Greg brings a unique and varied background to his practice. As an active director of both for-profit and not-for-profit companies, and the past CEO of a large defense firm who has also prosecuted cases from the plaintiffs’ side, his experience crosses traditional boundaries. That unusually wide perspective helps shape BLB&G's creative approach to problem solving for its clients.

Greg is widely recognized by the industry for his many accomplishments. He is hailed as one of the nation’s leading business litigators by Chambers USA, Legal 500 USABest Lawyers®, Thomson Reuters’ Super Lawyers and Lawdragon. Greg was also named a “Top Lawyer” by Delaware Today, a "500 Leading Plaintiff Financial Lawyer" by Lawdragon, and a "Litigation Star" by Benchmark Litigation.

A frequent speaker and author on a wide range of corporate governance and securities related issues, Greg was involved in the drafting and passage of the 2018 Delaware Certification of Adoption of Transparency and Sustainability Standards Act and the 2015 Delaware Rapid Arbitration Act. He has been published in The Business Lawyer, The Securities Regulation Law Journal, M&A Lawyer, Corporate Governance Advisor, Insights, and Business Law Today. He is co-author of several publications, including The Practitioner's Guide to the Delaware Rapid Arbitration Act, Special Committees: Law and Practice, and Fundamentals of Corporate Governance.

Greg is an active member in various respected legal organizations. He is the Founding Trustee, Vice President and Secretary of the American College of Governance Counsel, and a fellow of the American College of Trial Lawyers, the Litigation Counsel of America and the Salzburg Global Seminar, Corporate Governance. Greg also served as a past Chair and Co-Chair on several committees and forums with the American Bar Association and previously served on the Delaware Supreme Court Rules Committee. Among his charitable and volunteer works, Greg is the immediate past chair (President) of the Board of Directors for the Ministry of Caring, Inc., and recently completed his term as a Trustee for The American University of Rome.

Barbara L. Becker is a corporate partner in the New York office of Gibson, Dunn & Crutcher and Co-Chair of Gibson Dunn’s Mergers and Acquisitions Practice Group.  Ms. Becker served as a member of the firm-wide Executive Committee, and she is the New York Hiring Partner and the Chair of the firm-wide Diversity Committee.

Ms. Becker acts as the relationship partner for global companies on high profile complex matters and transactions involving multiple jurisdictions and practice areas.  Ms. Becker advises companies on all significant business and legal issues, including mergers and acquisitions (including domestic and cross-border), spin-offs, joint ventures and general corporate matters.  Ms. Becker also advises boards of directors and special committees of public companies.  She represents corporations and investment banks based in and outside of the United States.  Ms. Becker focuses on clients in the consumer/retail, technology, healthcare and industrial industries. 

Highly regarded as one of the elite M&A lawyers in New York, Ms. Becker was named to The National Law Journal’s 2015 list of “Outstanding Women Lawyers” and to Law360’s 2011 list of “Top Female Deal Makers,” which features the 10 leading female attorneys in the field of mergers and acquisitions.  She is ranked as a top M&A lawyer by Chambers Global: The World’s Leading Lawyers for Business and Chambers USA: America’s Leading Lawyers for BusinessChambers USA describes Ms. Becker as an “extraordinarily smart, hardworking and exceedingly practical attorney who has an incredibly good business sense.”  In addition, she has been ranked in Best Lawyers in America and International Financial Law Review.  For Ms. Becker’s representation of Kraft Foods, Inc. in its $19 billion acquisition of Cadbury, she was named The AmLaw Daily’s “Dealmaker of the Week” in January 2010.  In 1996, Ms. Becker was named by Crain’s New York Business as one of its “Forty under Forty:  New York’s New Generation of Leaders.”  She is a former member of the Coro Foundation’s Leadership New York.

Ms. Becker’s corporate clients include, AOL, Avnet, EMC, Iconix Brands, Infor/Lawson Software, News Corp, PepsiCo, Publicis Groupe and Tenet Healthcare, among others.

Ms. Becker’s investment bank clients include Barclays, Centerview, Citigroup, Evercore, Goldman Sachs, Lazard Frères, Perella Weinberg and UBS, among others.

Ms. Becker earned her Juris Doctor in 1988 from New York University School of Law.  She received her undergraduate degree in 1985 from Wesleyan University, where she was elected to Phi Beta Kappa.  Ms. Becker is a member of the Board of Trustees of New York University School of Law.

David A. Katz is a partner at Wachtell, Lipton, Rosen & Katz in New York City, an adjunct professor at New York University School of Law, and co-chair of the Board of Advisors of the NYU Law Institute for Corporate Governance and Finance.  Previously, he was an adjunct professor at Vanderbilt University Law School and at the Owen Graduate School of Management.  Mr. Katz is a corporate attorney focusing on mergers and acquisitions, corporate governance, shareholder activism and complex securities transactions, has been involved in many major domestic and international merger, acquisition and buyout transactions, strategic defense assignments and proxy contests, and has been involved in a number of complex public and private offerings and corporate restructurings.  He frequently counsels boards of directors and board committees on corporate governance matters and crisis management.

Mr. Katz taught Mergers and Acquisitions at New York University School of Law for over 15 years and previously co-taught a joint law and business short course on mergers and acquisitions at Vanderbilt University Law School with Delaware Chief Justice Leo Strine.  He is co-chair of the Tulane Corporate Law Institute.

In 2004, he was chosen by The American Lawyer as one of the 45 highest performing members of the private bar under the age of 45; in 2005, 2012 and 2015, he was selected by The American Lawyer as a Dealmaker of the Year; in 2016, he was named by NACD Directorship as one of the 100 most influential players in corporate governance for the seventh time; in 2013 he was named Lawyer of the Year by Global M&A Network; in 2014 and each of the five prior years he was named Who’s Who Legal’s Mergers and Acquisitions Lawyer of the Year, in 2014 was also named Who’s Who Legal’s Corporate Governance Lawyer of the Year and in 2015 and 2016 was named Who’s Who Legal’s Corporate Governance and M&A Lawyer of the Year; and in 2015 he was elected by The American College of Governance Counsel as an Inaugural Class Fellow.

Mr. Katz is a member of the American Bar Association, Section on Business Law, where he founded the Committee on Mergers and Acquisitions Task Force on the Dictionary of M&A Terms and a member of the Committee on Mergers and Acquisitions Subcommittee for Acquisitions of Public Companies.  Mr. Katz is also a member of the Federal Securities Laws Committee, the New York State Bar Association and the Association of the Bar of the City of New York.  Mr. Katz is a member of the Society for Corporate Governance and the National Association of Corporate Directors.  Mr. Katz serves as a member of the Board of Trustees at New York University and at New York University School of Law.  He sits on the Board of Directors of The Partnership for Drug-Free Kids and is a member of the Advisory Board at the John L. Weinberg Center for Corporate Governance at the University of Delaware. He writes a bi-monthly column on corporate governance for the New York Law Journal with his colleague Laura McIntosh.

Mr. Katz is a graduate of Brandeis University and New York University School of Law.

David Brown is co-chair of Alston & Bird’s Corporate practice area, which includes its corporate, energy, finance, health care, real estate and public policy groups, and a partner in its Financial Services & Products Group, which he previously led. His practice focuses on mergers and acquisitions, corporate governance, securities disclosure, and payment system and other technology transactions, with an emphasis on the financial services, real estate, technology and telecommunications industries. David has extensive experience in complex mergers and acquisitions, particularly transactions coupled with strategic relationships between the parties, and also represents issuers and underwriters in public and private offerings of equity, debt and hybrid securities.  He has advised clients on hundreds of M&A transactions with an aggregate deal value of nearly $80 billion and securities transactions with a value in excess of $57 billion.

Recent examples of his experience include:

  • Counsel to a publicly traded telecommunications services provider in connection with its $1.0 billion sale to a private equity sponsor.
  • Counsel to a public retail center REIT in connection with its $2.5 billion merger with a NYSE-listed retail center REIT.
  • Counsel to a major wireless telecommunications provider in connection with the formation of an industry joint venture to provide payments-related services utilizing smartphone and near-field communication (NFC) technology.
  • Counsel to a regional bank holding company in connection with its $1.8 billion merger with a competitor to form one of the 25 largest banking organizations in the United States.
  • Counsel to an NYSE-listed health care REIT in connection with its $760 million sale to a competitor.
  • Counsel to a publicly traded telecommunications services provider in connection with its $2.6 billion sale to a major private equity sponsor.
  • Counsel to a mortgage REIT in connection with its acquisition of a mortgage originator and servicer.
  • Special securities counsel to a privately held media company in connection with its $3.5 billion sale of certain assets to another media company and two major private equity sponsors, and a simultaneous spin-off of unrelated businesses to its existing security holders.
  • Counsel to a major defense contractor in connection with multiple acquisitions of privately held engineering and technology companies.
  • Counsel to a major agricultural company in the defense of a hostile offer and proxy contest from, and eventual $1.1 billion negotiated sale to, a competitor.
  • Counsel to a major captive finance company in connection with its $25 billion U.S. medium term note program and $11 billion Euro medium term note programme.
  • Counsel to an NYSE-listed Swedish company in simultaneous public offerings of $235 million of common stock and $165 million of mandatory convertible equity units.
  • Counsel to numerous issuers in offerings of over $1.2 billion of optionally convertible debt securities, including forced conversions upon redemption, standby underwritings and related derivatives hedging arrangements.


University of Kentucky College of Law, J.D. (Order of the Coif), 1986

Princeton University, A.B., 1983

Bar Admissions/Qualifications


Washington, D.C.

Elizabeth A. Cooper is a Partner in the Firm’s Corporate Department. Elizabeth’s diverse practice focuses on mergers and acquisitions, joint ventures, investments, recapitalizations and other corporate transactions. 

Select M&A transactions on behalf of private equity sponsors include:

  • Blackstone in its $20 billion partnership with Thomson Reuters for Refinitiv, Thomson’s Financial and Risk Business, its acquisitions of Harvest Fund Advisors and Clarus (a life sciences investment firm), its recapitalization of SERVPRO, in which Blackstone’s Core Private Equity strategy acquired a majority stake in SERVPRO, its acquisition of PSAV, its acquisition and sale of Allied Barton, its sale of Optiv and its acquisitions of BioMed Realty Trust, Service King and Tradesmen International
  • Oaktree Capital Management in its sale of 62% of Oaktree business to Brookfield Asset Management and its transaction to assume the management of Fifth Street Finance Corp. and Fifth Street Senior Floating Rate Corp.
  • KKR in its acquisition of Avoca Capital and investments in Focus Financial, PURE Insurance and Santander Consumer USA, as well as KKR and Caisse de dépôt et placement du Québec in their joint acquisition of USI Insurance Services
  • Sedgwick in its $6.7 billion sale to funds affiliated with Carlyle and Stone Point Capital and Caisse de dépôt et placement du Québec
  • The Carlyle Group in its acquisition and partial divestiture of The TCW Group and its investment in Sandler O’Neill + Partners

Recent strategic M&A transactions on which Elizabeth has advised include:

  • Refinitiv in its announced sale to the London Stock Exchange
  • First Data in its $22 billion merger with Fiserv to create one of the world’s leading payments and financial technology providers
  • Tyco International in its merger with Johnson Controls and Johnson Controls in the sale of its Power Solutions business to Brookfield
  • MassMutual in its $5.7 billion sale of OppenheimerFunds to Invesco
  • Fifth Third Bancorp in its $4.7 billion merger with MB Financial
  • Synovus in its $2.9 billion acquisition of FCB Financial Holdings
  • People’s United Financial in its acquisitions of First Connecticut Bancorp, Gerstein Fisher, Suffolk Bancorp, Danvers Bancorp, Smithtown Bancorp, River Bank and Financial Federal Corporation
  • KeyCorp in its $4.1 billion acquisition of First Niagara Financial Group
  • SunGard in its $9.1 billion sale to Fidelity National Information Services

In addition, Elizabeth represented the U.S. Treasury in connection with structuring and documenting its $250 billion program for purchasing equity in U.S. financial institutions under TARP and in connection with its equity investments in Citigroup and Bank of America. 

Named a 2019 “Dealmaker of the Year” by The American Lawyer, Elizabeth was recognized for her work on Blackstone’s $20 billion partnership with Thomson Reuters for Refinitiv. Elizabeth was also recently named “Best in M&A” by Euromoney’s Women in Business Law Americas Awards 2020, included on The Deal’s inaugural “Women in M&A: The Powerhouse 20” list, recognized by Crain’s as a “Notable Woman in Law” for 2019, named an “MVP” in Private Equity for 2019 by Law360 and named “Private Equity Lawyer of the Year” at The Deal Awards in 2018. She has been recognized by Chambers USA: America’s Leading Lawyers for Business since 2011 where she is described as an “exceptional talent” and a “very competent, responsive and very hard-working” lawyer. 

Elizabeth joined Simpson Thacher following her graduation in 2001 from Columbia Law School, where she was a James Kent Scholar. She received her A.B., cum laude, in 1997 from Harvard University. She is admitted to practice in New York and is a member of the Association of the Bar of New York City.

James R. Griffin is a partner in Weil’s Mergers & Acquisitions practice and is based in Dallas. Mr. Griffin represents both private and publicly held companies from a broad range of industries in mergers and acquisitions and related transactions, including public and private company mergers, stock acquisitions, asset acquisitions, tender offers, divestitures, auction transactions, defensive strategies and going-private transactions. He also advises boards and special committees on fiduciary duties in the M&A context.


  • A consortium led by Mubadala Investment Company in the pending sale of its approximately 60% equity interest in EMI Music Publishing to Sony Corporation of America, in a transaction valued at approximately $4.75 billion
  • The Dow Chemical Company in its $130 billion all-stock merger of equals with E. I. du Pont de Nemours and Company
  • Applied Materials, Inc. in its proposed $29 billion combination with Tokyo Electron Limited and its $4.9 billion acquisition of Varian Semiconductor Equipment Associates
  • Oracle Corporation in its $9.3 billion acquisition of NetSuite, $5.3 billion acquisition of MICROS Systems, $663 million acquisition of Textura Corporation and $532 million acquisition of Opower, Inc.
  • SoftBank Group Corp. in its $3.3 billion acquisition of Fortress Investment Group LLC
  • SoftBank Vision Fund in its $2.25 billion minority investment in GM Cruise Holdings LLC (Cruise) alongside a $1.1 billion investment in Cruise by GM
  • WPX Energy, Inc. in its $2.75 billion acquisition of RKI Exploration & Production, LLC
  • LIN Media in its combination with Media General Inc. in a transaction valued at $2.6 billion
  • Gores Holdings II, a SPAC sponsored by an affiliate of The Gores Group, in its transaction with Verra Mobility Corporation, with an initial enterprise value of approximately $2.4 billion
  • zulily, inc. in its $2.4 billion sale to Liberty Interactive
  • Gores Holdings, Inc. in its acquisition of Hostess Brands, LLC, in a transaction valued at approximately $2.3 billion
  • Pace Holdings Corp. in its business combination with Playa Hotels & Resorts B.V., in a transaction valued at approximately $1.75 billion
  • Tidewater Inc. in its pending $1.25 billion combination with GulfMark Offshore, Inc.
  • Perella Weinberg Partners in its combination with Tudor, Pickering, Holt & Co.
  • Jazz Pharmaceuticals in its $1 billion acquisition of Gentium S.p.A.
  • Merz Pharma Group in its topping bid to acquire Obagi Medical Products
  • Reid Hoffman, a co-founder and the executive chairman of LinkedIn Corporation, in his capacity as a shareholder of LinkedIn, in LinkedIn’s $26.2 billion sale to Microsoft Corporation
  • Riverbed Technology in its $1 billion acquisition of OPNET Technologies
  • Synopsys, Inc. in its $500 million acquisition of Magma Design Automation and acquisitions of the assets of Goanna Software Pty Ltd (d/b/a Red Lizard Software) and the low power Bluetooth wireless IP and related assets from Silicon Vision Technologies Ltd and Silicon Vision LLC Egypt
  • Blackboard Inc. in its $1.8 billion sale to Providence Equity Partners
  • Brink’s Home Security in its $2 billion sale to Tyco International
  • ORIX USA Corporation (a subsidiary of ORIX Corporation) in its acquisition of Lancaster Pollard Holdings, LLC
  • Primoris Services Corporation in its acquisition of Willbros Group, Inc.
  • Koshidaka Holdings Co., Ltd. in the U.S. aspects of its acquisition of Curves and of Curves for Women II, L.C.

Mr. Griffin has been recognized as a leading lawyer in Corporate/M&A by Chambers USA and as one of the leading lawyers in mergers and acquisitions and corporate governance by The International Who’s Who of Mergers and Acquisitions Lawyers and The International Who’s Who of Corporate Governance Lawyers. He has also been listed in Best Lawyers in America for mergers and acquisitions and corporate governance since 2008; is recommended for M&A for Mega-Deals ($1bn+) by Legal 500 US; and is recognized as a “Highly Regarded” lawyer for M&A in Texas by IFLR1000. Mr. Griffin has been recognized by D CEO Magazine as one of the Dallas area’s most powerful and influential business leaders and among the Top 100 Law Influencers in the U.S. by The Business Journals.

Mr. Griffin is immediate past Vice Chair of the American Bar Association’s Mergers and Acquisitions Committee, which comprises more than 4,000 M&A specialists from all over the world. Mr. Griffin previously served as Chair of the Committee’s Subcommittee on Public Company Acquisitions and M&A Market Trends Subcommittee.

James Walker is a partner in the New York office of Perkins Coie LLP, where he also serves as that office’s Loss Prevention Partner.  He concentrates in government investigations and professional liability. Mr. Walker represents companies and senior executives in government investigations, civil litigation, and employment matters, and defends law firms and lawyers in malpractice claims, disqualification motions and professional conduct advice. Mr. Walker Chairs the New York County Lawyer’s Association Committee on Professional Ethics, is on the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct and Law360’s Legal Ethics Editorial Advisory Board, and is a member of the New York State Bar Association’s Committee on Standards of Attorney Conduct (COSAC) and Committee on Professional Ethics. He also serves on the New York City Bar’s Diversity, Equity & Inclusion Committee. Mr. Walker frequently lectures and publishes on topics that include internal investigations, technology and legal practice, and professional liability. He received his J.D. from Yale Law School in 1990 and B.S. in Applied Math from Yale College in 1985. 

Joel I. Greenberg is a Senior Corporate Partner at Arnold & Porter Kaye Scholer LLP and practices in the firm’s New York City office. He concentrates in US and cross-border mergers and acquisitions of public and private companies, representation of financial sponsors, and securities transactions. He also advises publicly held and private companies on a wide variety of corporate governance and day-to-day corporate as well as transactional matters. Joel is an active member and former Chair of the M&A Committee (an international committee of the ABA's Section of Business Law with more than 5,000 members) and is currently serving as a member of the Committee's Executive Council.

Among the matters that Joel has handled recently are the representation of:

  • Celestica, Inc. in its acquisition of Atrenne Integrated Solutions, Inc. for $143 million.
  • Celestica, Inc. in its acquisition of Impakt Holdings, LLC for approximately $329 million.
  • Carestream Health, Inc., in the sale of its dental digital business to Clayton, Dubilier & Rice and Hillhouse Capital Management.
  • Onex Corporation in the sale of USI Insurance Services to an affiliate of KKR & Co. L.P. and Caisse de dépôt et placement du Québec.
  • Onex Corporation and Schumacher Clinical Partners in the acquisitions of ECI Healthcare Partners and Hospital Physician Partners.
  • Onex Corporation in its investment in Schumacher Clinical Partners.
  • Skilled Healthcare Group in its combination with Genesis Healthcare
  • Valley Crest Companies  in its merger with Brickman Group (now known as BrightView)

Joel is a frequent lecturer on mergers and acquisitions topics, and has spoken at programs sponsored by the American Bar Association, the Association of the Bar of the City of New York, the Association of Corporate Counsel, the Center for International Legal Studies, Columbia Law School, Cornell Law School, Harvard Law School, the Inter-Pacific Bar Association, International Financial Law Review, Law Journal Seminars, Penn State Dickinson School of Law, Stanford Law School, UCLA School of Law, University of Chicago Graduate School of Business, University of Miami School of Law and University of Texas School of Law. He co-chairs the ABA’s annual National M&A Institute.

Joel is included in Chambers Global; Chambers USA: America’s Leading Lawyers for Business; Legal 500 U.S.; The Best Lawyers in America; Who's Who Legal (Mergers & Acquisitions); Practical Law Company’s Mergers and Acquisitions Guidebook; Experts Guides’ Banking Finance and Transactional Law Guide; and EuroMoney’s Guides to the World’s Leading Mergers and Acquisitions Lawyers and Corporate Governance Lawyers. He is a graduate of Yale Law School.

John K. Hughes is a partner in the Mergers and Acquisitions group and Private Equity group. He practices out of the Washington, D.C. office. For 25 years, he has been involved in representing clients in merger and acquisition and private equity transactions, including acquisitions, divestitures, take-privates, recapitalizations and restructurings, strategic investments (minority and majority), cross-border transactions, joint ventures, debt and equity financings, and commercial lending. In these transactions, he has represented the full range of deal participants, including bidders (U.S. and non-U.S.), targets, private equity sponsors, hedge funds (as private equity investors, financing sources, and investors), private investors, management teams, public companies and private companies, joint venture partners, boards of directors and special committees, investment banking firms and financing sources, arbitrageurs, and others involved in the transactional process. He also has represented governmental agencies (Federal and State) engaged in M&A transactions, and is familiar with associated public policy considerations involved in those settings. He has been involved in and provides advice on all phases of the transaction process, ranging from initial planning and strategic assessment, to deal structuring and negotiation, to execution and to post-acquisition advice to portfolio companies. He represents investment banking firms in their role providing M&A financial advisory services to clients on transactional matters, and as providers of fairness and solvency opinions. He counsels clients on general corporate and strategic business-related matters, including directors’ fiduciary duties and responsibilities and other aspects of corporate governance and disclosure matters, and he has experience working on transactions in bankruptcy and other distressed settings.

Mr. Hughes has worked across industries, including manufacturing, financial institutions, technology, gaming, media and telecommunications, consumer products, retail, airlines, aerospace and defense, healthcare and pharmaceutical, real estate and REITs, energy and other regulated businesses. He often works in tandem with members of the firm’s industry practice groups, where industry-specific regulatory and other matters are involved.

Mr. Hughes is actively involved in the American Bar Association’s Mergers & Acquisitions Committee, comprised of more than 4,000 M&A specialists from across the United States, Canada, and more than 20 other countries. He currently serves as Vice Chair of the M&A Committee. In 2006 he co-founded, and from 2006-2015 served successively as Vice Chair, Co-Chair, and Chair of, the M&A Committee’s Subcommittee on Private Equity M&A (1,500 members), organizing presentations and speakers (practitioners, bankers, academics, industry participants, judges) on current topics in Private Equity and M&A. The Subcommittee also participated in development of the ABA’s initial Private Equity Buyer/Public Target Mergers & Acquisitions Deal Points Study. He is a member of the M&A Committee’s other Subcommittees and Task Forces (Market Trends; Public Company M&A; International M&A; Dictionary of M&A Terms, Financial Advisors; Governance Issues in Business Combinations). He graduated from Syracuse University College of Law and from Boston College, and attended St. John’s College, University of Durham (England) and The Fletcher School of Law and Diplomacy. He was Editor of the Syracuse Law Review, and received the "Anderson Publication Award" for his student Note (The Constitutionality of the Bankruptcy Court and the Ongoing Search for a Principled Distinction Between Article I and Article III Courts: A Re-evaluation After Northern Pipeline v. Marathon).

Earlier, Mr. Hughes held positions on the staff of the Secretary of Health, Education and Welfare in the Carter Administration. He subsequently assisted that Cabinet Secretary on a book (Governing America: An Insider’s Report from the White House and the Cabinet) (Simon & Schuster) that addressed domestic public policy topics. He served as Special Assistant to the Special Counsel, Committee on Standards of Official Conduct, U.S. House of Representatives (investigation into alleged wrongdoing by Members of Congress and Congressional Pages).

Kevin Miller is a frequent author and speaker on M&A topics, including fairness opinions, the role of investment bankers and legal and regulatory developments relating to mergers and acquisitions. Kevin is a graduate of Rutgers University (JD) and the University of Michigan (MA Economics and AB).


Michele M. Anderson is an Associate Director in the Division of Corporation Finance at the U.S. Securities and Exchange Commission.  As a member of the Division’s senior leadership team, Ms. Anderson is responsible for oversight of the disclosure review program for public companies and the work of the Division’s Specialized Policy and Disclosure offices, including Mergers and Acquisitions, International Corporate Finance, and Structured Finance.  She also oversees rulemaking initiatives and interpretive positions taken by the Division on domestic and cross-border M&A transactions, the federal proxy rules, and the registration, disclosure, and reporting requirements that apply to foreign issuers and issuers of asset-backed securities. 

Ms. Anderson has been a member of the staff at the SEC since 1998.  From 2008 to 2015, she served as Chief of the Division of Corporation Finance’s Office of Mergers and Acquisitions, overseeing the regulation of M&A transactions as well as the interpretive functions of the SEC as they relate to tender offers, mergers, contested and other non-routine proxy solicitations, going private transactions, reorganizations, debt restructurings and beneficial ownership reporting.  Prior to that, she served in a variety of positions in the Division, including branch chief of the group responsible for the review of the federal securities law filings made by telecommunication companies and service providers. 

In addition to her duties at the SEC, Ms. Anderson served as an Adjunct Professor of Law at the Georgetown University Law Center, where she taught the course “Takeovers, Mergers and Acquisitions.”  She received her B.A., magna cum laudePhi Beta Kappa, from the University of Colorado at Boulder and her Juris Doctorate from the University of Colorado Law School.

Paul Shim is a partner in the New York, NY office of Cleary Gottlieb Steen &  Hamilton LLP.  His practice focuses on public and private merger and acquisition transactions.

He also provides advice regarding governance matters and the fiduciary duties of officers and directors to corporations and their boards.

He repeatedly has been recognized by the business and legal press for his work on behalf of clients, including twice being named a “Dealmaker of the Year” by The American Lawyer.

Stephen M.  Kotran is a partner in the Mergers and Acquisitions and Financial Institutions Groups at Sullivan & Cromwell LLP and a member of the firm’s Managing Partners Committee.   He represents buyers, sellers, special committees of independent directors and financial advisors in connection with mergers and acquisitions transactions, including negotiated and hostile acquisitions of public companies, negotiated sales of private companies, subsidiaries and divisions, private equity transactions, leveraged buy-outs, formation of joint ventures and asset sales.  In recent transactions, his clients have included Acosta, Inc., ADP, Inc., Bank of America Merrill Lynch, Barclays, China Oceanwide, Cytec Industries, Inc., Eastman Kodak Company, Evercore Partners, Goldman, Sachs & Co., ING Groep N.V., Ipsen, S.A., Orix, Inc., Platinum Underwriters Holdings, Ltd., Rothschild, Inc., Sprout Pharmaceuticals, Swiss Reinsurance Company Ltd., Wells Fargo Securities LLC and Western World Insurance Group.

Mr. Kotran graduated from Harvard College (A.B., 1985) and the University of Virginia Law School (J.D., 1990) where he was an Editor of the Virginia Law Review and a member of the Order of the Coif.  From 1985-1986, Mr. Kotran served as a legislative assistant to U.S. Senator Daniel P. Moynihan (D-NY) and from 1990-1991 he served as a judicial clerk to the Hon. Edward R. Becker (U.S. Court of Appeals, Third Circuit).  He has been consistently recognized as a leading M&A, private equity and insurance transactional lawyer by many widely referenced legal guides, including The Best Lawyers in America, Chambers, IFLR, Lawdragon, New York Super Lawyers, PLC and The US Legal 500.  Mr. Kotran is a frequent faculty member on M&A panels for the American Bar Association, the Practising Law Institute, the New York City Bar Association and various other professional organizations.  He is a lecturer in Law at Columbia Law School where he teaches a course on M&A transactions and also has guest lectured at numerous other law schools including Fordham, NYU, Stanford, U.Penn and UVa.  He is a former co-chair of the Financial Advisors Task Force of the M&A Committee of the Business Law Section of the American Bar Association.  He also serves on the M&A Advisory Board of the Practical Law Company.

Steven Haas is a partner at Hunton Andrews Kurth LLP and co-head of the firm’s M&A practice.  In 2015, he was named as an M&A “Rising Star” by Law360.  In 2013, he was named to the “40 under 40” list of legal counsel by The M&A Advisor.  He was also named a “Rising Star of Corporate Governance” by the Millstein Center for Global Markets and Corporate Ownership at Columbia Law School.  In addition, he is a fellow and member of the board of trustees at the American College of Governance Counsel.  Prior to joining Hunton Andrews Kurth, Steven worked at Abrams & Laster LLP in Wilmington, Delaware.

Steven is an appointed member of the Committee on Corporate Laws of the Business Law Section of the American Bar Association. This committee has jurisdiction over the Model Business Corporation Act, which is followed in whole or in part by a majority of states.

Steven is the co-editor and contributing author of Corporate Governance: Law and Practice (LexisNexis), which is a two-volume/16-chapter treatise. He also is a frequent author and contributes to the blogs Deal Lawyers and Harvard Law School Forum on Corporate Governance and Financial Regulation.

Steven previously served as chairman of the ABA Corporate Governance Subcommittee on Current Developments and Emerging Issues. In addition, he is an adjunct professor of law at the University of Richmond School of Law, where he has taught a course on mergers and acquisitions, and has lectured at the University of Virginia School of Law.

Steven is a graduate of the University of Virginia School of Law, where he served as notes editor on the Virginia Law Review.  He is a member of the Virginia and Delaware bars.

The Honorable Karen Valihura was sworn in as Justice of the Supreme Court of Delaware on Friday, July 25, 2014.

Justice Valihura, as a practicing lawyer, was consistently selected for inclusion in Chambers USA:  America’s Leading Lawyers for Business and The Best Lawyers in America.  Recently, she was selected by the National Association of Corporate Directors to the NACD Directorship 100, honoring the most influential people in corporate governance.  She is also a member of the American Law Institute.  Her corporate litigation practice included complex commercial and corporate governance issues, federal and state securities matters, as well as mergers and acquisitions and other transactional litigation.  Prior to her appointment to the Supreme Court, Justice Valihura was a partner at Skadden, Arps, Slate, Meagher & Flom, LLP, where she practiced law from 1989 until her appointment to the Court in 2014.

Justice Valihura served on the Advisory Board of the John L. Weinberg Center for Corporate Governance and served as Chair of the Delaware Supreme Court’s Board on Professional Responsibility and as Chair of the Delaware Supreme Court’s Permanent Ethics Advisory Committee on the Delaware Rules for Professional Conduct.    Justice Valihura served for eight years on the Corporation Law Council of the Corporation Law Section of the Delaware State Bar Association.  Additionally, Justice Valihura served her community as a member of the Board of Directors for the Delaware Special Olympics for eighteen years, including service as that Board’s President, and as a member of the Delaware Bar Foundation for eight years, including service as that Board’s President.

Justice Valihura received her undergraduate degree from Washington and Jefferson College in 1985 where she was valedictorian, and her law degree from the University of Pennsylvania Law School where she was a member of the Law Review.  She served as a law clerk to Judge Robert E. Cowen of the U.S. Court of Appeals for the Third Circuit.

William Regner is Deputy Chair of the firm’s Corporate Department and a member of the firm’s Mergers & Acquisitions, Technology, Media & Telecommunications, Financial Institutions and Corporate Governance Groups. He focuses on public company transactions and corporate governance matters and advises boards, special committees and senior management on governance issues, including activist challenges and risk management. He has experience across many industries but is particularly active in the TMT and asset management sectors. He also regularly represents investment banking firms in their roles as financial advisors in major transactions. Mr. Regner was recognized as a “Client Service All-Star” by BTI Consulting in 2018.

Mr. Regner is ranked as a leading M&A lawyer by Chambers USA (2020), where he receives praise for his “great perspective and judgment,” and where clients note his “command of details and balanced view.” Sources have also said he “has the knowledge and experience, but his approach is pragmatic, commercial and practical” and that he has “outstanding technical knowledge and commercial awareness” and “comes up with creative solutions.” Clients have highlighted his “excellent commercial judgment and good commercial sense” and have said that he “really commands a room but is also a very good listener,” and he is also praised for his “superb negotiating and drafting” skills. Clients have described his approach as “commercial and practical” and note that he has “outstanding technical knowledge and commercial awareness.” He is recommended by The Legal 500 US (2020), where one client declares that he is “the best attorney of all I have used in 50 years of business.” Other sources have described him as “thoughtful, smart and savvy” and lauded his delivery of “high-value and to-the-point advice.” He is also recognized by IFLR1000 (2020) as a leading M&A lawyer.

Mr. Regner is a frequent speaker on legal developments affecting mergers and acquisitions. Recent engagements include “Advising a Special Committee in Mergers & Acquisitions” (2020) at the Practising Law Institute’s Mergers & Acquisitions 2020: Advanced Trends and Developments conference; “Advising the Board of Directors in an M&A Transaction: An Overview of the Board’s Responsibilities” (2018 & 2019) at the Practising Law Institute’s Mergers & Acquisitions 2018 & 2019: Advanced Trends and Developments conferences; “Bank M&A Mechanics and Regulatory Issues” at FIRMA’s Current Risk Issues seminar (2017); and “The Deal: A View of Delaware Law Developments from M&A Practitioners” at the Practising Law Institute’s Delaware Law Developments 2017: What All Business Lawyers Need to Know seminar (2017). Mr. Regner also moderated a discussion on “Disclosure Matters and Other SEC Considerations in M&A” for the Practising Law Institute’s Mergers & Acquisitions 2017: Advanced Trends and Developments event (2017).

Mr. Regner is the co-author of Takeovers: A Strategic Guide to Mergers & Acquisitions (Wolters Kluwer Law & Business 2019) and is a contributor to Corporate Governance: Law and Practice (Matthew Bender 2013). His published articles include “Back to Work: Protect Directors Too,” Harvard Law School Forum on Corporate Governance (June, 2020); “What the FRB Non-Control Proposal Means for Activist Investment in Banks,” Bloomberg Law (May, 2019); “Delaware M&A Appraisal After DFC, Dell and Aruba,” Harvard Law School Forum on Corporate Governance and Financial Regulation (May, 2019); “Debevoise Discusses Delaware Chancery Ruling on a Material Adverse Event,” The CLS Blue Sky Blog (October, 2018); “Appraisal Rights: Navigating the Maze After DFC Global, Dell, and Aruba” for the Harvard Law School Forum on Corporate Governance and Financial Regulation (April, 2018); “US And UK Share Purchase Agreements: Comparing Approaches,” Practical Law (January, 2015) and “How Sell-Side Advisors Can Reduce Litigation Risk in Light of Delaware’s Rural/Metro Decision,” Journal of Investment Compliance, Volume 15 Issue 2 (August, 2014). He is also a contributing author of The Private Equity Primer: The Best of the Debevoise & Plimpton Private Equity Report and the Debevoise & Plimpton Private Equity Report.

Mr. Regner joined Debevoise as an associate in 1994 and became a partner in 2002. Mr. Regner received his A.B. from Colgate University in 1988 and his J.D. summa cum laude from the Benjamin N. Cardozo School of Law in 1994, where he was articles editor of the Cardozo Law Review.

Mr. Bayliss is a partner at Abrams & Bayliss LLP, a corporate and business law boutique based in Wilmington, Delaware that focuses on (a) high stakes litigation involving Delaware corporations and other business entities and (b) transactional matters carrying a significant risk of litigation or involving novel or complex issues of Delaware law. Mr. Bayliss represents a broad array of clients in both defensive and offensive roles, including contingent fee litigation.   

Mr. Bayliss is lead counsel for an investor class challenging the acquisition of the minority units of Boardwalk Pipeline Partners, LP by an affiliate of Loews Corporation. Mr. Bayliss and an Abrams & Bayliss team tried the case against multiple leading New York and Delaware law firms in February 2021. In November 2021, the Court of Chancery awarded Mr. Bayliss’s clients the largest post-trial class action judgment in the Court’s history ($690 million plus interest). The case is now on appeal. Mr. Bayliss is also Delaware counsel to AbbVie Endocrine Inc. in Court of Chancery litigation that secured a post-trial finding that Takeda Pharmaceutical Company Limited had breached a license and supply agreement with AbbVie. The Court has scheduled a damages trial for October 2022. Mr. Bayliss is also Delaware counsel to T-Mobile US, Inc. in expedited litigation that resulted in a deal-blocking injunction against Cox Communications, Inc. in October 2021.  Mr. Bayliss also represents a special litigation committee of Baker Hughes Co. in derivative litigation pending in the Court of Chancery.  

Mr. Bayliss’s recent engagements include his representation of a special litigation committee of Alphabet Inc. in derivative litigation arising out of alleged misconduct by corporate executives. He also represented FrontFour Capital Group LLC in an expedited trial that secured a deal-blocking injunction and an opinion declaring that the challenged three-way business combination failed both entire fairness review and enhanced scrutiny under Delaware law. Mr. Bayliss also represented the Bolivarian Republic of Venezuela as amicus curiae in expedited Section 225 litigation in Chancery challenging regime control over Citgo Petroleum Corporation.  

Mr. Bayliss’s accomplishments as counsel for defendants include successfully arguing before the Delaware Court of Chancery and the Delaware Supreme Court for dismissal of a consolidated class action challenging Valeant Corporation’s $15.8 billion acquisition of Salix Pharmaceuticals, Inc. Mr. Bayliss’s accomplishments for plaintiffs include seeking and obtaining an order blocking a $230 million recapitalization transaction in Kalisman v. Friedman, C.A. No. 8447-VCL (Del. Ch. 2013).  

Mr. Bayliss received his B.A. from Yale University and his J.D. from the University of Virginia School of Law, where he received the Kingdon Prize for winning the William Minor Lile Moot Court Competition. Mr. Bayliss has been selected for inclusion in Chambers USA as a leading litigator in the Delaware Court of Chancery and recognized as a “Top Rated Business Litigation Attorney” in Delaware by Super Lawyers 

Before joining Abrams & Bayliss LLP, Mr. Bayliss worked for Skadden, Arps, Slate, Meagher & Flom LLP in Wilmington, Delaware.

Mr. Friedlander is a founding partner of Friedlander & Gorris, P.A., a litigation boutique recognized by Benchmark Litigation as “Delaware Firm of the Year” for 2015 and 2017. The 2017 and 2020 editions of The Best Lawyers in America recognized Mr. Friedlander as “Lawyer of the Year” for Litigation – Mergers and Acquisitions in Wilmington, Delaware, and the 2022 edition recognizes him as “Lawyer of the Year” for Bet-the-Company Litigation in Wilmington, Delaware. He has been profiled in The Wall Street Journal and named “Litigator of the Week” in The Am Law Litigation Daily. The current edition of Chambers USA states: “He’s a legend in the plaintiff Chancery Bar.

Mr. Friedlander is a lecturer at University of Michigan Law School and University of Pennsylvania Carey Law School. He is an Adviser to the American Law Institute, Restatement of the Law, Corporate Governance, and a member of the Board of Advisors of the University of Pennsylvania Institute of Law and Economics. He is the author of nine law review articles, including:

“Performances of Equity: Why Court of Chancery Transcript Rulings Are Law,”

77(1) Bus. Law. 1 (Winter 2021-2022)

“Confronting the Problem of Fraud on the Board,”

75(1) Bus. Law. 1441 (Winter 2019-2020)

“Vindicating the Duty of Loyalty: Using Data Points of Successful Stockholder

Litigation As a Tool for Reform,”

72(3) Bus. Law 623 (Summer 2017)

Mr. Macakanja is an Investment Banking Managing Director in the Chicago office of J.P. Morgan.  Mr. Macakanja has led the execution of numerous M&A assignments and corporate restructurings.  M&A assignments include both buy-side and sell-side engagements for large public and private companies as well as a wide range of cross-border transactions.  Prior to joining J.P. Morgan, Mr. Macakanja worked at Lazard in the investment banking group.

Mr. Macakanja received a M.B.A. with high honors and concentrations in Finance and Accounting from the University of Chicago and a B.S. in Industrial Engineering from Purdue University.

Selected transactions:

  • Modine’s acquisition of Luvata HTS from Nordic Capital $422mm (2016)
  • Dana's acquisition of Brevini €325mm (2016)
  • American Axle's acquisition of Metaldyne Performance Group $3.4bn (2016)
  • USG's sale of L&W Supply to ABC Supply $670mm (2016)
  • KPS Capital Partners' sale of Anchor Glass to CVC Capital Partners and BA Glass $1bn (2016)
  • Navistar's strategic investment from VW Truck & Bus $256mm (2016)
  • ITOCHU's sale of PrimeSource Building Products to Platinum Equity (2015)
  • Diebold's acquisition of Wincor Nixdorf €1.7bn (2015)
  • KPS Capital Partners’ sale of MCI to New Flyer $455mm (2015)
  • Masco's spin-off of its Installation & Other Services business (2015)
  • Lear's acquisition of Eagle Ottawa from Everett Smith Group $850mm (2014)
  • Dealer Tire's sale to Lindsay Goldberg (2014)
  • ITW's sale of Industrial Packaging to The Carlyle Group $3.2bn (2014)
  • xpedx's merger with Unisource Worldwide (2014)
  • JCI's sale of its Automotive Electronics business to Visteon $265mm (2014)
  • USG Corporation and Boral Limited's joint venture $1.6bn (2013)
  • Boise's sale to PCA $2bn (2013)
  • Johnson Controls' sale of HomeLink business to Gentex Corp. $700mm (2013)
  • Daimler Buses North America's sale of Transit Bus Aftermarket Parts Division to New Flyer (2013)
  • Mueller Industries negotiated share repurchase from minority shareholder Leucadia National Corporation $427mm (2012)
  • Daimler AG's sale of Setra North American Coach operations to Motor Coach Industries International (2012)
  • Safeguard Properties' acquisition of Bank of America Field Services (2012)
  • Anixter's sale of Fastening Systems business to Greenbriar (2011)
  • United Technologies’ acquisition of Goodrich $18.4bn (2011)
  • Illinois Tool Works’ sale of Finishing Systems business to Graco $650mm (2011)
  • Blackstone's sale of Graham Packaging to Reynolds Group $4.5bn (2011)
  • TI Automotive’s restructuring and scheme of arrangement (2010)
  • Cooper-Standard’s Chapter 11 restructuring (2010)
  • Dura Automotive Systems’ sale to Patriarch Partners (2009)
  • Hayes Lemmerz International’s Chapter 11 restructuring (2009)
  • Metaldyne Corporation's sale to The Carlyle Group and Solus (2009)
  • RayTech's sale to Schaeffler Group and Sun Capital Partners (2008)
  • GST Autoleather's sale to Advantage Partners (2008)
  • Plastech Engineered Products’ sale of asset stake to Johnson Controls (2008)
  • Tenneco's acquisition of Marzocchi (2008)
  • GDX Automotive's sale to Wynnchurch (2007)
  • Tower Automotive's sale to Cerberus (2007)
  • TK Aluminum's sale to Nemak, Bavaria Industriekapital, and Fiat (2007)
  • Collins & Aikman’s Chapter 11 restructuring and asset sales (2007)
  • Metaldyne's sale to Asahi-Tec (2006)
  • Meridian Automotive Systems’ Chapter 11 restructuring (2006)
  • The UAW’s OPEB negotiations with GM, Ford, and Chrysler (2006)
  • Aftermarket Technology Corp’s secondary equity offering (2006)
  • Tupperware's acquisition of Direct Selling operations from Sara Lee (2005)
  • ITT Industries’ sale of Fluid Handling Systems to Cooper-Standard Automotive (2005)
  • Intermet Corporation’s Chapter 11 restructuring (2005)
  • Cooper Tire & Rubber's sale of Cooper-Standard Automotive (2004)
  • Tech Lighting's sale to Harbour Group (2004)
  • Methode Electronics’ hostile defense (2003)
  • Aspen Technologies' strategic investment in Optimum Logistics (2001)
  • Stevens Communications’ sale of certain assets to Nice Systems (2000)
  • Sonic Foundry's acquisition of STV Communications (2000)
  • Dura Automotive Systems’ acquisition of Excel Industries (1999)
  • Venture Holdings Trust's acquisition of Peguform (1999)

Patricia regularly provides advice on corporate governance matters and a variety of corporate transactions for publicly traded and privately held corporations. She is often called upon to advise on mergers and acquisitions, financings, asset sales and other significant transactions. Her work includes structuring complex transactions and often involves counseling boards of directors and board committees on their fiduciary duties and the technical aspects of Delaware corporate law. She also provides formal legal opinions on issues involving Delaware corporate law.

Patricia is actively involved with the American Bar Association’s Mergers & Acquisitions Committee. She is Co-Chair of the Subcommittee on Acquisitions of Public Companies of the M&A Committee. She was a member of the Corporate Laws Committee (2014-2020) and served as Co-Chair of the MBCA Implementation and Outreach Subcommittee of the Corporate Laws Committee. She also served as Co-Chair of the Joint Task Force on Governance Issues in Business Combinations (2011-2018). As part of her role as Task Force Co-Chair, she served as an editor of The Role of Directors in M&A Transactions: A Governance Handbook for Directors, Management and Advisors.

Patricia is a member of the Council of the Corporation Law Section of the Delaware State Bar Association and, in that capacity, participates in the annual review of, and preparation of amendments to, the Delaware General Corporation Law. She was appointed by the Delaware Supreme Court to serve as a member of the court’s Board on Professional Responsibility (2012-2018). In 2018, she became a fellow of the American College of Governance Counsel, and in 2019 was named to the Board of Trustees and Secretary.

Patricia frequently speaks on Delaware corporate law issues at corporate law seminars and symposia around the country, including the Tulane Corporate Law Institute, the University of Texas Mergers & Acquisitions Institute, the Ray Garrett Jr. Corporate and Securities Law Institute, the Northwestern Law Securities Regulation Institute and the ABA National M&A Institute. She also serves as Co-Chair of Practising Law Institute’s Mergers & Acquisitions conference.

Prior to joining Morris Nichols, Patricia served as law clerk to The Honorable Randy J. Holland of the Supreme Court of the State of Delaware. She received her JD, magna cum laude, from Villanova University School of Law in 1996, where she served as Executive Editor of the Villanova Law Review. She completed her undergraduate education at University of Delaware, receiving a BS, magna cum laude, in 1992.

Abigail LeGrow serves as a Master in Chancery on the Delaware Court of Chancery, a position she has held since October 2011.  Before joining the Court, Mrs. LeGrow worked in the corporate group at Potter Anderson & Corroon LLP and was a judicial clerk to the Honorable Jack B. Jacobs of the Delaware Supreme Court.  Mrs. LeGrow graduated summa cum laude from the Penn State Dickinson School of Law.

Greg Weinberger is the Co-Head of Global M&A at Credit Suisse. He is also a member of the Bank's Investment Banking Advisory Committee, which oversees the rendering of fairness opinions. Prior to his current role, Greg Weinberger was Co-Head of Americas M&A and prior to that he served as Head of Oil & Gas Americas. Greg has spent most of his career in Credit Suisse’s M&A group, focusing on advising energy companies on strategic transactions. He previously was responsible for Credit Suisse's hostile takeover defense practice. Greg joined Credit Suisse First Boston in 1996 from Cravath, Swaine & Moore.

Jason Mulvihill currently serves as General Counsel for the Private Equity Growth Capital Council (“PEGCC”).  As General Counsel, Mulvihill has primary responsibility for regulatory matters and international matters considered by the PEGCC.  He oversees the PEGCC’s General Counsels’ Committee and the Chief Compliance Officers’ Working Group.  He also plays an active leadership role on legislative issues important to private equity.    

Before joining the PEGCC, Mulvihill served as Legislative Director and Chief Counsel for Senator John Ensign (R-NV).  In this capacity, Mulvihill was responsible for tax and trade issues before the Senate Finance Committee.  He was one of the principal Republican staff who crafted the bipartisan renewable energy tax credit legislation that was signed into law in 2008.  In early 2009, he developed and secured enactment of cancellation of debt income legislation.  Mulvihill also helped to prevent changes in the tax treatment of carried interest, publicly traded partnerships, and deferral.

Mulvihill joined Senator Ensign’s staff after serving as Senior Counsel for the Senate Committee on Commerce, Science, and Transportation.  Before working on Capitol Hill, Mulvihill was an Associate at Skadden, Arps, Slate, Meagher & Flom in Washington, D.C., practicing antitrust law.

Mulvihill graduated summa cum laude and Phi Beta Kappa from Georgetown University, and received his law degree from Columbia University Law School.  He is a member of the New York State and District of Columbia Bars.  

The Private Equity Growth Capital Council

The Private Equity Growth Capital Council, based in Washington, DC, is an advocacy, communications, and research organization and resource center established to develop, analyze, and distribute information about the private equity and growth capital investment industry and its contributions to the national and global economy. The PEGCC opened its doors in February 2007.

The PEGCC’s mission includes educating opinion leaders on the positive role that private equity investment plays in the U.S. and global economies; conducting research projects to support the PEGCC’s education and policy agenda; advocating public policy initiatives that advance and defend the industry’s interests and credibly communicating the benefits of private equity investment to a broad range of audiences, including the news media.

The PEGCC’s members are the world’s leading private equity and growth capital firms united by their commitment to growing and strengthening the businesses in which they invest.

Mr. Morton's practice involves corporate counseling, governance and opinion work.  Mark regularly advises clients regarding all aspects of the Delaware General Corporation Law, governance of Delaware corporations, and fiduciary obligations, both in the context of daily business affairs and with respect to mergers, acquisitions and other corporate transactions.  Mark also authors opinion letters on a wide range of matters of Delaware corporation law.  In addition, Mark frequently is engaged to serve as counsel to Special Committees in connection with various conflict transactions, including M&A transactions.

Mr. Morton is a frequent speaker at corporate law seminars and symposia around the country, including The Harvard School of Law, the Northwestern Law Securities Regulation Institute, the University of Texas Securities Regulation Institute, the University of Texas Mergers & Acquisitions Institute, the Ray Garrett Jr. Corporate and Securities Law Institute, the ABA National Institute on Negotiating Business Acquisitions.  In addition, he has participated in a number of programs sponsored by the American Bar Association, the Delaware State Bar Association and a host of other state and city bar associations.  In addition, Mark has been a speaker for a myriad of programs sponsored by the Mergers & Acquisitions Committee of the ABA, and he has served as a speaker on Delaware corporate law issues for a number of international and national law firms as part of their internal continuing education programs.

Mr. Morton is a member of the Council of the Corporation Law Section of the Delaware State Bar Association and, in that capacity, participates in the annual review of, and preparation of amendments to, the Delaware General Corporation Law.  Mr. Morton is the immediate past Chair of the M&A Committee, a committee that, with more than 5000 members, is one of the largest in the Business Law Section of the ABA. Mr. Morton also is a past Co-Chair of the Delaware Business Law Forum, an invitation only event sponsored by the ABA for leading corporate law practitioners.

Mr. Morton has been named by Chambers USA:  America's Leading Lawyers for Business as a leading Delaware Corporate/M&A practitioner, by the International Who's Who of Merger & Acquisition Lawyers as one of the leading M&A lawyers, and by Lawdragon as one of the 500 leading lawyers in America.   Mr. Morton is an Adjunct Lecturer at the University of Pennsylvania Law School (2009 - 2013) and the University of Virginia Law School (2010 - Current).