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North America - United States • Finance

Morgan, Lewis & Bockius LLP

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Morgan, Lewis & Bockius LLP advises financial institutions, lenders, private equity sponsors and corporate borrowers. The team regularly handles syndicated lending, investment-grade financings, leveraged financings and asset-based lending. Jonathan Bernstein leads the team from the Boston office, with the assistance of sports financing and restructuring expert Matthew Furlong and Marjorie Crider, who is a key contact for ABL’s in the context of the retail industry. In the Hartford office, Daniel Papermaster handles syndicated bank financings for hedge funds, while Steven Miller handles a range of leveraged acquisitions from the Orange County office. Andrew Budreika is a notable mention from the Philadelphia office and is regularly tasked with handling private equity transactions, leveraged recapitalizations, management rollovers and equity restructurings and reorganizations.  

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Key clients

  • Rue Gilt Group
  • MSD Partners
  • Brookwood Financial Partners
  • Linx Partners
  • The Reinvestment Fund
  • Walker & Dunlop, Inc.
  • Armstrong World Industries
  • Armstrong Flooring, Inc.
  • Cimpress N.V.
  • AmerisourceBergen Corporation [Cencora, Inc.]
  • Independence Blue Cross LLC
  • Guardian Capital Partners
  • LLR Partners
  • Obagi Cosmeceuticals
  • Lovell Minnick Partners LLC
  • Denny’s Inc.
  • ATN International, Inc.
  • FMC Corporation
  • Livent Corporation
  • StoneCalibre LLC
  • OpenGate Capital Management LLC
  • Solar Capital Ltd.
  • Corridor Capital LLC
  • HCT Packaging, Inc.
  • Boot Barn Holdings, Inc.
  • Freeman Spogli
  • Spindrift
  • Greystone Select
  • Vesta Holdings LLC
  • Basalt Infrastructure
  • SpotOn Transact, LLC
  • TouchPoint, Inc.
  • Carvana
  • ADMA Biologics

Work highlights

  • Represented AmerisourceBergen Corp. (AB) in four transactions with its largest stockholder, Walgreens Boots Alliance.
  • Represented Essential Utilities in completing a sustainability-linked senior revolving credit facility of up to $1bn with PNC Bank as the administrative agent.
  • Represented ARMM Asset Company 2 LLC, a joint venture between Mass Mutual and Amherst Residential, as borrower to obtain revolving loan from Morgan Stanley Bank, N.A. in an amount up to $5m.

Practice head

The lawyer(s) leading their teams.

Jonathan K. Bernstein, Matthew F. Furlong, Steven L. Miller, Andrew T. Budreika, Marjorie Crider, Daniel Papermaster