Legal Business

Pivot, pivot: Shearman names new senior partner in wake of failed Hogan Lovells merger talks

Shearman & Sterling has named respected litigator Adam Hakki as the senior partner successor to David Beveridge, as the firm comes to terms with its failure to strike a merger deal with Hogan Lovells.

The move will be cemented in a formal election later in the year, however the firm said in a statement that Beveridge, Shearman’s executive group, and its policy committee are ‘unanimous in their support’ for Hakki.

Beveridge is in the last year of his term as senior partner. He took on the role in 2018, handing his position of global managing partner to Hakki, who has also been global head of litigation at the firm since 2012.

The firm said that Beveridge has started the transition to the firm’s next leader early ‘to ensure a seamless passing of the torch,’ also pointing to ‘improving the firm’s profitability, and running the lateral hiring programme’ as highlights of his leadership tenure.

Beveridge said in a statement: ‘We have made important progress in reshaping our business, and I believe this is the right time to begin a leadership transition to accelerate the pace of the firm’s ongoing transformation and the development of a new strategic vision.

‘We have a clear opportunity to optimise across the business as we work to better focus our efforts on the areas where we are best positioned to succeed and increase revenue growth in the future.’

For his part, Hakki has worked at Shearman for 25 years. He works out of the New York office, where he is highly regarded as a litigator, representing major financial institutions in ‘bet-the-company’ disputes, in particular in securities.

A Wall Street stalwart since its establishment in 1873, Shearman has suffered in the last two decades as a combination of the early 2000s dot-com crash and, more significantly, post-2008 difficulties in the banking sector saw its traditional client base struggle.

Many in the market have pointed to a belated pivot to private equity as one of many missteps for the firm, while the merger talks with Hogan Lovells prompted a partner exodus, from which it will be difficult for the firm to recover. The losses during the early months of this year in London alone included EMEA and Asia M&A head Philip Cheveley, who left for Sidley Austin, and insolvency and restructuring partner Helena Potts going to Paul Hastings. Most recently, Cravath, Swaine & Moore hired leveraged finance specialists Philip Stopford and Korey Fevzi to launch a much-anticipated English law practice for the first time after five decades in the City.

While many in the market were sceptical about Shearman’s merger ambitions, there were certain synergies between the two firms, particularly in the combination of Hogan Lovells’ Washington DC-based regulatory practice with Shearman’s headline finance expertise in New York.

Crucially, in the age of Kirkland & Ellis and the $6bn+ law firm, adding Hogan Lovells’ $2.6bn 2021-22 revenue to Shearman’s $1bn would have pushed a potential combined firm over the $3bn line. Even with Hogan Lovells’ turnover dip to $2.43bn in 2022-23, the proposition remained attractive.

In a joint statement issued last Wednesday (1 March), the two firms noted of the collapsed merger talks: ‘After careful consideration, we have mutually agreed that a combination at this time is not in the best interest of either firm.’

Hakki, meanwhile, said that lawyers at the firm were ‘excited and energised by the opportunity to strengthen the firm in service of our clients around the world.’ He also emphasised the firm’s desire to build on what works. ‘We will maintain a laser focus on our clients and prioritise our core strength as a destination for the most complex and significant transactions and disputes for corporates, financial institutions, and funds.’

This optimism notwithstanding, management at Shearman will surely be searching for alternative routes to growth. And partners, recruiters, and clients alike will be watching the firm’s fortunes with interest.

alex.ryan@legalbusiness.co.uk

Legal Business

Shearman and Hogan Lovells – better the devil you don’t

This comment piece has been updated to reflect an announcement late on Thursday (2 March) that merger talks between Shearman & Sterling and Hogan Lovells have been called off. In a joint statement, the firms said: ‘As has been widely reported, our firms have been in preliminary and exploratory conversations regarding a possible combination. After careful consideration, we have mutually agreed that a combination at this time is not in the best interest of either firm. We have been deeply impressed with each other’s business, practices and people and wish each other continued success.’

It’s funny how the market gets about law firm mergers. Ringing around various senior lawyers for a hot take on what they thought of a Shearman & Sterling and Hogan Lovells tie-up, most were pretty scathing.

‘A merger of losers’ and ‘a combination of mediocre and mediocre’ were just two pejorative remarks being flung around the Square Mile. Few were kind. Now that the dust has settled on the idea, and I hold my hand up to playing devil’s advocate on this one, these initial reactions strike me as a little churlish.

Legal Business

Shearman and Travers hit with losses as recruitment turns to restructuring and leveraged finance

Ongoing talk of a merger with Hogan Lovells has prompted an exodus from Shearman & Sterling, with the departure of EMEA and Asia M&A head Philip Cheveley to Sidley Austin one of the headline moves in the London market in recent weeks.

The blow to Shearman will be even more keenly felt since the move represents a reversal for one of its stated ambitions to focus on corporate, and because Cheveley only joined from Travers Smith less than two years ago, in March 2021.

Legal Business

A not-so-equal footing: rankings data highlights Hogan-Shearman contrasts

An analysis of The Legal 500 rankings underlines some of the key factors driving the Hogan Lovells-Shearman merger talks

From a Legal 500 perspective, Hogan Lovells dwarfs Shearman & Sterling in terms of total rankings, with three times as many spots across the UK, US, EMEA, Asia-Pacific and Latin America – 343 to 113.

Legal Business

Revolving Doors: Travers and Shearman exodus continues as US firms pick up the talent

Once a rare phenomenon, exits from Travers Smith have picked up pace in recent weeks, with the latest departures announced this week being those of Ed Ford and Sacha Gofton-Salmond to Simpson Thacher & Bartlett. Partners at Travers since July 2021 and July 2022, respectively, Ford and Gofton-Salmond will bring to Simpson Thacher with capabilities in the private equity secondaries market.

Jason Glover, managing partner of Simpson Thacher’s London office and head of its European funds team commented: ‘Simpson Thacher has a multifaceted private funds practice in Europe and the addition of Ed and Sacha will further enhance our ability to provide clients with the flexibility needed to meet an evolving market.’

Glover also signalled the firm’s confidence in the continued expansion of the secondaries market, after total transactions reached a new record of $57bn in 2022, according to Jefferies’ global secondary market review. ‘Secondaries have grown in popularity in recent years’, he said, ‘and we expect that their use will continue to grow in a wide variety of private equity strategies.’

The two moves mark another gain for the firm from Travers after Stephanie Biggs came over to co-lead the European financial services and funds regulatory team earlier this month.

At Shearman & Sterling, meanwhile, the absence of any fresh news on the much-speculated upon merger with Hogan Lovells did not stem the outward flow of lawyers, as insolvency and restructuring partner Helena Potts left for Paul Hastings.

Potts is the third partner to join the firm’s London office so far this year, following the hires of former Linklaters infrastructure co-heads Jessamy Gallagher and Stuart Rowson in January. She pointed to this growth as a reason for her move. ‘Paul Hastings has been making a lot of high-profile lateral hires, and has brought over a lot of smart people in the restructuring space, both in London and in the US’, Potts told Legal Business. ‘That makes this an incredible platform for me to continue growing my practice.’

Potts also noted that her hire came amid expectations of a boom in the sector. ‘Restructuring has been quite quiet for the last couple of years. But the market looks set to turn, given the macroeconomic headwinds that we’re facing globally.’

Elsewhere, Dechert announced its hire of four antitrust partners and one counsel from Orrick. Douglas Lahnborg joined the London office with Saira Henry, who was a senior associate at Orrick, while John Jurata joined in Washington DC and Russell Cohen and counsel Howard Ullman joined in San Francisco.

With these hires, Dechert has established a dedicated London-based competition offering for the first time, with Lahnborg and Henry set to work closely with lawyers in the United States and across Europe, as well as with others in London who handle antitrust work arising from areas such as white-collar defence and investigations. ‘We’re meeting a strategic need’, global antitrust and competition group co-chair Mike Cowie explained to Legal Business. ‘Brexit has made UK antitrust enforcement far more important – you need more than just Brussels. You need a strong presence in London, you need depth. And Saira and Douglas bring that.’

Lahnborg and Henry bring particular expertise in the tech sector, including in cutting-edge areas such as cloud computing and AI. Lahnborg highlighted this aspect of his practice in conversation with Legal Business. ‘With this team, we’re particularly focused on technology. A lot of the enforcement activity we see in the US, in Brussels, and increasingly in the UK, is around tech. It just keeps generating market studies and investigations.’

In another departure from Orrick, European syndicated lending and direct lending specialist Anthony Kay moved to Baker McKenzie. Made up to the partnership at Orrick in 2020, Kay brings additional breadth to Baker McKenzie’s leveraged finance offering.

‘We add Anthony to a strong bench of banking and finance partners’, New York and London-based capital markets partner Rob Mathews told Legal Business. ‘His hire plays well into our broader complementary private equity and leveraged finance strategies. He’s perfect for us. He worked at Latham & Watkins and Orrick, so he’s known in the market, and he has both the syndicated lending piece and the direct lending piece. He has client contacts in both of those areas, so he’s kind of a double whammy.’

Away from restructuring and private equity, insurance was a focus for CMS, which expanded its practice with the hire of Anna Walsh. Most recently a partner at Capsticks, Walsh focuses on the healthcare sector. Insurance and reinsurance group head Ed Foss stressed this expertise as a reason for Walsh’s hire. ‘Having Anna come over, who has that experience from a healthcare perspective, really fits our broader strategy to meet complex insurance needs across sectors.’

Walsh expanded on this point, noting ‘huge growth in the private healthcare market in the last few years’, and increasing client demand for advice in growth areas including digital health and AI.

alexander.ryan@legalbusiness.co.uk

Legal Business

Deals Yearbook 2022: Nick Withers, Shearman & Sterling – partner since 2020

What has been the absolute deal highlight of your career so far and why?
The refinancing of Eddie Stobart plc in late 2019 was a real highlight. Being able to navigate a complex situation, working as an integrated team with our financing colleagues, and deliver a great result for our client was very satisfying, doing so to save a company that is a household name even more so. After the transaction closed our client received a letter of thanks from one of Eddie Stobart’s long serving employees for saving the company, which really brought home the real-world significance of what we did.

Legal Business

Shearman & Sterling quiet on London amid muted 1% global revenue growth

Global revenue at Shearman & Sterling barely grew last year as the firm marginally improved its key metrics while not revealing London results.

Turnover hit $968m at the New York-headquartered firm, a 1% increase on last year’s $955.5m. Profit per equity partner (PEP) was up just under 3% to $2.46m from $2.4m while revenue per lawyer was up almost 5% to $1.13m.

‘What we try to do is execute the long-term strategy of consistent growth, and that’s what we’re doing,’ Shearman’s senior partner David Beveridge told Legal Business. ‘We are reshaping the business to focus on corporate and our private client base. That means moving some people along and engaging in a strong lateral recruitment strategy.’

The results are a slowdown on last year, when the firm grew global revenue 4% and PEP 5%, a rebound from a lacklustre 2016 when the firm managed only 1% growth globally. Despite being tight-lipped on the firm’s performance in the City, Beveridge stressed ‘London is a very important part of the firm and the firm is very focused on London and making significant laterals.’

Shearman has seen notable moves in both directions in recent times, with high yield guru Apostolos Gkoutzinis decamping with his team to Milbank in January 2018, while the firm managed to hire back Ward McKimm from Freshfields Bruckhaus Deringer later that year.

Meanwhile, in October of last year the firm made a significant New York play, luring finance partners Alan Rockwell and Michael Chernick from Allen & Overy. Shearman also hired M&A partner Thomas Philippe to its corporate team in Paris that same month.

‘We have been stable and maintained our overall headcount,’ Beveridge added. ‘But we have increased our revenues, revenue per lawyer and profitability which is consistent with our strategy. All our business units performed well.’

thomas.alan@legalease.co.uk

Legal Business

A&O’s transatlantic woes continue as New York leveraged finance pair quit for Shearman

Allen & Overy (A&O) has suffered a fresh blow to its transatlantic aspirations following its failed US merger as two key leveraged finance partners depart for Shearman & Sterling.

Alan Rockwell and Michael Chernick are leaving A&O’s New York office for the US firm just a month after A&O lost well-respected London corporate partners Simon Toms and George Knighton to Skadden, Arps, Slate, Meagher & Flom. That blow came only 10 days after the Magic Circle firm’s long-winded merger talks with O’Melveny & Meyers came to nothing and was widely viewed as collateral damage from the failed tie-up.

A&O broke its lockstep to hire the two partners, with Rockwell joining as part of a four-partner team from White & Case in 2016 and Chernick as part of a three-partner team from Paul Hastings the following year.

Shearman senior partner David Beveridge said: ‘The opportunity to add Alan and Michael to our team is significant for the firm as we look to further cement our position as one of the leading transatlantic leveraged finance firms.’

The New York exits come only a month after A&O’s managing partner Andrew Ballheimer vowed ‘more focus and speed of execution’ in the Magic Circle firm’s US recruitment push as new partners, including US lawyers, had recently been voted in by the partnership.

A spokesperson for A&O said: ‘We thank Alan Rockwell and Michael Chernick for their contributions during their time at A&O and wish them all the best for the future. Our New York leveraged finance practice continues to be a robust and integral part of A&O’s global offering.’

For Shearman, the hires follow high-yield star Ward McKimm famously in July 2018 returning to the firm after a three-year stint at Freshfields Bruckhaus Deringer. The firm had taken the symbolic step to break its much-cherished lockstep to lure him from US rival Kirkland & Ellis in 2015, a move which exercised changes to the partnership ushered in the previous year to attract top US talent.

nathalie.tidman@legalease.co.uk

Legal Business

Revolving doors: Former Quinn white collar head sets up City boutique as Shearman and HFW make Paris corporate plays

Quinn Emanuel Urquhart & Sullivan’s former white-collar crime and corporate investigations head in London Robert Amaee has launched a boutique – Amaee Law – in what has been a muted week for City laterals.

Elsewhere, firms have bolstered their European offices with Shearman & Sterling and HFW hiring corporate partners in Paris and Watson Farley & Williams adding to its employment bench in Munich.

Amaee’s firm specialises in financial crime, government enforcement, international investigations and compliance. It advises on UK financial crime law for companies, senior executives and high net worth individuals on fraud, bribery and money laundering as well as on internal investigations.

Amaee also previously served as head of anti-corruption, proceeds of crime and international assistance at the Serious Fraud Office.

Meanwhile, Shearman has hired M&A partner Thomas Philippe to its corporate team in Paris. Philippe, who joins from US rival Mayer Brown, specialises in private equity, advising financial sponsors on their investments and leveraged buyouts.

Philippe told Legal Business: ‘The firm has already created strong capabilities in private equity in other offices like London, Italy, German, the US and the Middle East. The idea was to complement this with a private equity specialist in Paris to be able to develop the network. I’ll be able to bring my expertise and client portfolio to boost and enhance the Paris activity and the relationship with the other private equity professionals across the network.

Philippe pointed to a growing private equity market in Paris and the emergence of new players as key trends. ‘There are a lot of deals on the Paris market and the higher the value is, the more competition there is. You don’t have that many attractive targets for large value deals, so that makes the competition more intense than the small-cap market,’ he added.

Also in Paris, HFW grew its global transactional offering with the hire of former Paul Hastings corporate partner Aline Poncelet. With 25 years’ experience, Poncelet advises on French corporate, M&A and capital markets, share issues, takeover bids, financial services and corporate governance. She acts for listed and private corporations, insurance companies, financial institutions, fintech and investment funds. She will work closely with HFW’s Paris finance team, including partners Diane de Mouy, Jean-Marc Zampa and Richard Jadot.

HFW said that the hire of Poncelet, the second transactional partner acquisition in the last two weeks after aviation finance lawyer Asheesh Das from Elix Aviation Capital, is part of a broader push in its corporate and finance practices.

HFW Paris office head Guillaume Brajeux told Legal Business: ‘Aline’s extensive experience advising and representing clients in complex M&A and corporate matters is a perfect complement to our existing practices. The strengthening of our transactional offer has been a priority for our Paris office, and Aline’s arrival is an important contribution to its development.’

In Munich, Watson Farley & Williams appointed employment partner Philipp Byers from Lutz Abel where he was head of the employment law practice group, advising on workplace privacy and employment law compliance issues. He brings with him two associates.

Byers said: ‘With its highly-regarded German employment law team and international focus, WFW represents a superb platform from which I can both improve the service I offer my existing clients and expand my practice. I greatly look forward to working closely with all my new colleagues, especially employment partners Nikolaus Krienke and Andreas Wiegreffe.’

muna.abdi@legalease.co.uk

Legal Business

Shearman tight-lipped on City revenue amid reduced headcount and 4% global turnover rise

After rising by less than 1% in 2017, Shearman & Sterling’s global revenue grew at a slightly faster pace last year to hit $955.5m as profit per equity partner increased 5% to $2.4m.

The New York-headquartered firm today (21 February) declined to disclose its London revenue for the second year running, although senior partner David Beveridge told Legal Business the City office grew at a comparable rate to the firm globally. The last time Shearman released London numbers they showed a 14% revenue uptick to $169.7m in 2016.

Last year’s growth in City revenue came despite it reporting a drop of around 10% in lawyer headcount to about 160 from 178 the previous year.

‘This is the normal ebb and flow of the practice,’ said Beveridge. ‘We shifted people back to New York in leveraged finance. We will see the number come back up this year.’

Meanwhile, the 4% rise in firm-wide turnover came amid 3% growth in headcount to 882 from 853, meaning revenue per lawyer rose by just over 1% to $1.08m. The firm’s global revenue was up 27% on 2013.

Beveridge said the financial performance was ‘in line with what we expected and we will see more growth this year’, adding the firm was looking to achieve ‘profitable growth’ and pointed to a 53% increase in profitability over the last five years.

He said the firm was looking to grow in leveraged finance, mid-market private equity and M&A with a focus on energy, tech and life sciences. After concentrating its investment on the States in 2018 with the launch of two Texas offices in Austin and Houston, the firm will now look to ‘grow disproportionately’ in both the US and the City.

London remained the firm’s second largest office after New York, which is home to around 350 lawyers, while the States account for 60% of the firm’s workforce.

There were notable moves on the lateral front in London last year. Its high yield team lost guru Apostolos Gkoutzinis to Milbank Tweed Hadley & McCloy in January but managed to hire back Ward McKimm from Freshfields Bruckhaus Deringer in July. The firm also added Tim Scheddick from Baker McKenzie to its corporate practice.

Key mandates for the office included advising Boston Scientific on its $4.2bn acquisition of BTG.

Beveridge anticipated ‘consistent growth’ of between 5 and 10% year-on-year over the next several years.

A number of US firms have posted strong financials for their City practice so far. Reed Smith hiked London revenue by 18% to $222m and Akin Gump Strauss Hauer & Feld by 28% to $123.5m. White & Case’s London revenue rose 7% to $350m and Milbank Tweed Hadley & McCloy recorded a 25% increase in City turnover to $156m. Elsewhere, revenue for Goodwin Procter’s London office grew 58%, while King & Spalding was up 12% and Cooley added 16% to reach $66.7m.

marco.cillario@legalease.co.uk