Bob regularly advises private equity clients in all stages of their portfolio company investments, from the structuring and acquisition of the initial investment through the exit. His practice includes advising private equity clients on financing transactions, recapitalizations, management incentive terms and structures, distressed and opportunistic investments, and traditional add-on opportunities.

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• Represented MindPath Care Centers, an outpatient behavioral health services business and portfolio company of RC Capital, in its sale to Community Psychiatry Management

• Represented Arthur J. Gallagher & Co. (NYSE: AJG) in its acquisition of Eastern Insurance Group from Eastern Bank (NASDAQ: EBC)

• Represented Bain Capital in its backing of Emerald Bay Risk Solutions, a new carrier platform for long-term managing general agents’ platform partnerships

• Represented NORCAL Mutual Insurance Company, a California-based national malpractice insurer, in its demutualization and sale to ProAssurance (NYSE: PRA)

• Represented Transverse Insurance Group, a hybrid fronting company, in its sale to Mitsui Sumitomo Insurance Co., a member of MS&AD Insurance Group Holdings

• Represented Atlas General Holdings, a full-service insurance program administrator, in its sale to Arthur J. Gallagher & Co.

• Represented Crouse and Associates Insurance, a wholesale transportation insurance brokerage firm, in its sale to Ryan Specialty Group (NYSE: RYAN)

• Represented Strategic Risk Solutions, the world’s largest independent insurance manager, in its sale to Integrum Holdings

• Represented CHOICE Health Network, a technology-enabled, data-driven platform focusing on Medicare Advantage solutions, in its sale to Alight Solutions

• Represented Prospect Hill Growth Partners in its acquisition of Outward Hound and numerous add-on acquisitions
• Represented New Harbor Capital in its acquisition of Fix-It 24/7 and numerous add-on acquisitions

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Chris leads a task force focused on private credit lending to energy platforms and portfolios. He represents market-leading private credit funds, private equity funds, and institutional investors in portfolio and platform lending and equity transactions and understands the unique challenges and opportunities these clients face.

Chris is recognized nationally for his work in the energy sector. He frequently speaks and writes on topics related to M&A, private equity, and institutional investments in power assets.

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Maintaining an active private client practice, Michael regularly advises families on trusts and private trusts companies and other techniques to transfer wealth and business assets. Michael advises foreign clients on the US income, estate and gift tax consequences of alternative inbound investment structures while utilizing income, estate and gift tax treaties to minimize tax and regulatory burdens. He coordinates the formation of foreign trusts, corporations and advises clients the US reporting requirements imposed on foreign trusts with US beneficiaries. Michael also assists international banks and trustees on dealing with US clients.

Michael represents financial institutions, insurers, broker-dealers, custodians, funds, fund advisers and managers, trust companies and other financial intermediaries in connection with the requisite protocols and procedures to validate compliance with FATCA requirements.

Michael is board-certified by the Florida Bar in Tax Law and in International Law, and is a Certified Public Accountant. Michael previously served as adjunct professor of Law in the University of Miami Law School Graduate Tax Program.

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• Global Directory of Who’s Who
• Florida Super Lawyers
• South Florida 40 Under 40, 2008

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• Hong Kong-Miami Trade Association, member
• Miami Lighthouse for the Blind, Inc., chairman-emeritus of the board of directors
• Florida Bar Association, member
• International Bar Association, member

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Sebastian writes and speaks on cross-border private client planning, pre-immigration and expatriation. Prior to McDermott, he served as a judicial law clerk at the US Tax Court. He earned an LL.M. in Taxation with honors from Georgetown University. 

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Peter also represents companies and institutional investors in secondary market transactions and tender offers involving some of the world’s leading private companies. He advises boards of directors, independent committees, investment banks and fund sponsors in connection with various capital market, M&A and secondary market transactions.

Peter frequently speaks to industry groups, investment banks, boards of directors, fund managers and continuing legal education seminars pertaining to various corporate and securities law matters. He also authors articles and books for various continuing legal education and industry publications.

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Among other areas of the law, Warren has handled disputes involving ERISA, the Sherman Act and its state equivalents, RICO, breach of contract, bankruptcy, and consumer protection statutes.  In addition to representing clients in court proceedings, he regularly advises healthcare companies on compliance with federal and state laws and regulations, including in areas of claims administration, fiduciary duties, and benefits design. He has also advised private equity and other corporate clients on non-compete and non-solicit obligations of partners and employees.

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• Represented a health insurance company in a series of putative class actions alleging ERISA, antitrust, and RICO violations regarding the health insurer’s payment practices for out-of-network benefits based on insurer’s use of a third-party database. District court denied health plan subscribers’ multiple motions for class certification and granted summary judgment to client, and the Third Circuit affirmed*
• Represented a purchaser of waste management company in its defense against an indemnification claim challenging the purchaser’s refusal to cover certain pre-purchase insurance charges. Successfully argued the appeal before the Delaware Supreme Court after the Delaware Court of Chancery ruled in client’s favor, leading to complete victory for the client*
• Represented a health insurance company in defense of antitrust claims brought by North Carolina state chiropractors. After securing dismissal at the trial court level, successfully argued appeal before the North Carolina Supreme Court, leading to complete victory for the client*
• Represented a corporate advisor in defense of a suit arising from a dispute between co-founders of a legal services company. After state trial court dismissed claims against the corporate advisor, successfully argued appeal, leading to complete victory for the client*
• Represented a world-leading textile manufacturer in defense of putative class actions alleging product mislabeling, including successful defense to challenges in multiple courts to class-wide settlement*
• Represented a health insurance company against a hospital claiming tens of millions of dollars in underpayments under ERISA, RICO, and common-law theories. After a two-week trial, district court ruled completely in the client’s favor, and the Fifth Circuit affirmed*
• Represented a technology and consulting corporation in contract and fraud suit related to enterprise resource planning software installation*
• Represented an energy public utility company as majority investor in dispute over its contractual right to drag minority investor in connection with third-party sale*

*Matter handled prior to joining the firm

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Josh’s work regularly involves ERISA, antitrust, RICO, and other regulatory disputes connected to the health insurance industry. He often leads matters involving claims payment, fraudulent billing by healthcare providers, competition among providers, provider contracting issues, and medical necessity coverage determinations, including class action litigation arising from these issues.

He also represents companies in a range of other industries, including technology, telecommunications, manufacturing, and securities, in contract disputes and matters arising under telecommunications, securities, and antitrust laws.

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• Represented a leading health insurer in a series of payment disputes with out-of-network healthcare providers regarding fraudulent billing practices*
• Represented a leading health insurer in a series of putative class actions challenging client’s medical necessity determinations*
• Represented a leading health insurer in series of contract disputes regarding the termination of certain health providers from the insurer’s network*
• Represented a leading telecommunications company in more than a dozen cases in courts across the country regarding the payment of access charges to local phone companies*
• Represented a leading telecommunications company in a putative class action brought by consumers regarding charges for text messages*
• Represented a leading telecommunications company in a putative class action brought by consumers regarding calling plan pricing*
• Represented a leading securities firm in putative class action regarding changes in customer agreements related to sweep accounts*

*Matter handled prior to joining the firm

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