Formed in 1890, Pepper Hamilton LLP is a multi-practice law firm with more than 450 lawyers nationally. The firm provides corporate, litigation and regulatory legal services to leading businesses, governmental entities, nonprofit organizations and individuals throughout the nation and the world.
The Corporate and Securities Practice Group of Pepper is committed to providing its clients with clear, imaginative, and practical advice in connection with all types of transactions including mergers and acquisitions, joint ventures and partnering arrangements, restructurings and reorganizations, and public and private securities offerings, venture capital and other financing transactions.
The firm also is experienced in advising corporations, boards of directors, board committees, individual directors, corporate officers and directors about corporate governance issues and related matters. In many instances, the group calls upon the members of other practice groups within the firm such as tax, real estate, labor, and employee benefits. The group also works closely with the intellectual property and antitrust practice groups in advising clients with respect to licensing and other transactions.
Crystal & Company is a leading strategic risk and insurance advisor, addressing clients’ risk management, insurance brokerage, and employee benefits consulting needs. The firm is comprised of more than 400 professionals, each distinguished by their technical expertise and industry-specific knowledge, and driven by their passion for client service. Crystal & Company is headquartered in New York with 10 regional offices throughout the country, placing over $1 billion in premiums annually in the global insurance marketplace. Established in 1933, the company has sustained its independence through 83 years and three generations of Crystal family ownership and management.
Crystal & Company is a member of Brokerslink, a global alliance of leading independent insurance brokerages spanning more than 80 countries and 300 cities across the world.
Euclid Transactional is a managing general agency specializing in the underwriting of representations & warranties, tax liability, contingent liability and other transitional insurance coverages. Euclid Transactional is owned and operated by a seasoned team of underwriters dedicated to providing best-in-class service, deal execution and claims handling. The team collectively has over 30 years of M&A and transactional insurance experience and has been involved in the underwriting of hundreds of transactional insurance policies and billions of dollars of transactional risk.
James D. Rosener is a partner in the Commercial Department of Pepper Hamilton LLP. Mr. Rosener heads the firm's International Practice Group, is managing partner of the New York office and has served as a member of the firm’s Executive Committee. His practice is devoted primarily to international transactions, private equity, mergers and acquisitions and corporate financing.
Mr. Rosener has represented domestic and foreign private equity funds in transactions in more than 70 countries throughout the world, including platform and follow-on acquisitions; distressed buyouts, including in bankruptcy; corporate carve-outs and restructurings. Within the corporate financing practice area, Mr. Rosener has represented domestic and foreign issuers in public offerings (both U.S. and foreign listings), venture and mezzanine capital raising and traditional bank financing transactions. Mr. Rosener regularly acts as international legal counsel to issuers and underwriters on off-shore public offerings in India, the United Kingdom and Europe.
Mr. Rosener also has extensive experience negotiating transactions with representation and warranty insurance and experience making claims under representation and warranty policies from a buyers perspective.
Jonathan Gilbert is a Senior Managing Director in Crystal & Company’s Commercial Insurance Services unit, specializing in Private Equity. Jon has over 13 years of Mergers & Acquisitions insurance experience and leads Crystal & Company’s Private Equity/Mergers & Acquisition group. In addition to due diligence expertise, Jon has led insurance procurement initiatives for private equity firms nationwide, with a focus on reducing expense and increasing liquidity. Jon has worked with insurance markets to develop one-off risk transfer solutions to solve deal related issues, including insuring against breaches of representations & warranties and other contingent liabilities.
He brings a wealth of expertise regarding risk management issues and its financial impact to buyers including traditional leverage buyouts; public-to-private sales; debt/equity swap; asset sales out of bankruptcy; and corporate divestitures to name a few. In 2014 Jon was named as one of M&A Advisors’ “40 Under 40” award recipients. And in 2015, Jon was named as of Business Insurance’s “40 under 40” award recipients. Jonathan is a frequent speaker on Representations & Warranty Insurance and was recently featured in Buyouts magazine January 11, 2016 article on emerging trends regarding Representations & Warranty Insurance.
Prior to joining Crystal & Company, Jon was a Senior Vice President in Marsh’s Private Equity Mergers & Acquisitions Group. Prior to Marsh, Jon was a senior Project Manager in Lockton’s Mergers & Acquisitions Group. Jon began his career with multiple insurance carriers, last working for a subsidiary of Travelers Insurance Group, focused on drafting and amending Directors & Officers Liability policy documents. Jonathan also worked for Hartford Insurance Group, in the statutory accounting unit.
Jon received his Bachelor of Arts in Communications and Bachelor of Science in Finance and Economics from University of Hartford.
Jay Rittberg is Managing Principal of Euclid Transactional, LLC, a transactional insurance underwriting and claims handling company. Prior to joining Euclid Transactional in April 2016, Jay was Senior Vice President and Americas M&A Manager at a large international insurance company where he was responsible for managing the development, underwriting and marketing of transactional insurance products. Jay was also previously a corporate attorney at Schulte Roth & Zabel LLP, where he advised clients on a wide range of corporate matters.