Morgan Lewis

Morgan Lewis is a global law firm, established in Philadelphia in 1873 by Charles Eldridge Morgan, Jr. and Francis Draper Lewis. The firm has grown significantly from its regional roots, now operating with over 2,200 lawyers and legal professionals across more than 30 offices in North America, Asia, Europe, and the Middle East. It provides comprehensive corporate, transactional, litigation, and regulatory services to a diverse clientele, ranging from Fortune 100 companies to emerging startups. The firm is recognized for its collaborative work environment and its ability to craft innovative legal solutions for its clients across various industries.

While not an investment firm itself, Morgan Lewis boasts one of the largest and most diverse investment management legal teams globally, comprising over 150 lawyers. This team advises funds, managers, financial services firms, and institutional investors on a full spectrum of legal matters, including fund formation, investment transactions, regulatory compliance, and litigation. They serve a wide array of industry participants, with extensive experience in both registered funds (such as mutual funds, ETFs, and closed-end funds) and private funds (including hedge, private equity, and venture capital funds). The firm's clients collectively manage trillions of dollars in assets, highlighting Morgan Lewis's significant role in the investment ecosystem.

The firm's expertise spans numerous sectors, including financial services, technology, healthcare, life sciences, energy, retail, and manufacturing. They are actively involved in advising on cutting-edge areas such as artificial intelligence, energy transition, and cross-border transactions. Recent notable engagements include advising White Mountain Partners on the acquisition of BaseSix Systems and representing Molpus Woodlands Group in a strategic combination with Gresham House, an alternative asset manager. These engagements demonstrate their deep involvement in complex corporate and investment-related legal matters.

Morgan Lewis's leadership includes David A. McManus, who is set to become the next Chair of the firm in October 2026, succeeding Jami McKeon. Key professionals like Kevin S. Shmelzer co-lead the global private equity practice, bringing extensive experience in corporate and securities matters. The firm's professional team also includes leaders such as Anthony A. Licata (Chief Operating Officer), Karen K. LoDico (Chief Financial Officer), and Colleen F. Nihill (Chief AI & Knowledge Officer), underscoring their commitment to operational excellence and forward-thinking legal services.