Jeffrey R. Katz

Experience

• Advised Silver Point Capital in connection with multiple special situations investments.
• Represented Fidelity Investments in collaboration with Vanguard, Alight Solutions and Retirement Clearinghouse (RCH) in creating a consortium of workplace retirement plan recordkeepers, Portability Services Network, LLC, to accelerate the nationwide adoption of auto portability to help America’s under-served and under-saved workers improve their retirement outcomes.
• Represented Radius Health in connection with its proxy contest against Velan Capital and Repetoire Partners and subsequent $890 million sale to a consortium of investors consisting of Gurnet Point Capital and Patient Square Capital.
• Represented a private investment fund in connection with its investment in a joint-venture vehicle for the purpose of sourcing, acquiring, and recovering bundles of certain consumer-based claims.
• Advised Cathexis Investment Management across various private investments.
• Advised a public consumer service company in connection with an activist shareholder and lender, including on the company’s strategy for engaging with the investor.
• Represented HG Vora in connection with its debt and equity investment in a joint-venture vehicle with investments in real estate.
• Advised a significant shareholder, director, and founder of a technology company in connection with board governance matters and a de-SPAC transaction.
• Advised a significant shareholder, director, and founder of a clean technology company in connection with board governance matters.
• Represented Ironwood Pharmaceuticals in its engagement with activist shareholder Sarissa Capital Management.
• Represented a private investment fund in the evaluation and purchase of business interruption insurance claims against various insurance companies.
• Represented a private investment fund in connection with its evaluation and purchase of California wildfire subrogation claims against PG&E.
• Represented a private investment fund in its purchase of assets in connection with the bankruptcy of Westinghouse Electric Company, the U.S.-based nuclear unit of Toshiba.
• Advised TDM Growth Partners, an Australian fund, in connection with its investment in Allbirds, a consumer product and lifestyle company.
• Represented a private investment fund in providing emergency capital to RobinHood, an operator of a financial services app-based cloud platform.
• Advised a university endowment fund with respect to management, acquisitions, and dispositions of assets in a global natural resource portfolio.
• Represented a private investment fund in its investment in a private company serving businesses operating in the cannabis industry.
• Represented HG Vora in connection with its cooperation agreement with Tivity Health (NASDAQ: TVTY), a provider of fitness, nutrition, and social connection solutions.
• Advised HG Vora in connection with its engagement with public REIT LaSalle Hotel Properties on board governance matters.
• Represented OTK Associates, LLC in connection with its proxy contest and board takeover of public company Morgans Hotel Group.
• Represented HG Vora in connection with its engagement with public company Town Sports International on board governance matters.