Lori Anne Czepiel

Lori Anne Czepiel, Esq., is a seasoned corporate lawyer focused on M&A and private equity transactions in the Firm’s Healthcare and Life Sciences practice groups. Lori Anne advises companies, investors and executives on all types of M&A, private equity, strategic alliance/joint venture and other investment transactions, structuring and handling buy-side and sell-side stock and asset transactions, mergers, auctions, operating agreements, management agreements, shareholder agreements, consulting agreements, financings, governance and outside general counsel matters.

Education

Boston University School of Law, Juris Doctor, cum laude
Northwestern University, Bachelor of Arts, Economics
Kellogg School of Management, Northwestern University – Executive Education, Center for Executive Women

Admissions

  • State of New York
  • Washington, D.C.
  • State of California (inactive)

Publications

  • “Merrill Insight: Secrets of Successful Deal-Making,” Merrill Corporation’s Insights & Analysis Blog
  • “Hedge Funds in the United States: Regulatory Overview,” Thomson Reuters Practical Law Company’s “Global Guide to Hedge Funds”
  • “Lending and Secured Transaction in the United States: Overview,” Thomson Reuters Practical Law Company’s “Global Guide to Finance”
  • Corporate Governance and Compliance Considerations: Summary Checklist of Key Issues for Cyber Risk Oversight and Planning,” for Insurance Information Institute program on “Practical Strategies to Address Cyber Risk in Your Business: What Boards, Business Owners and General Counsel Need to Know Now”
  • SEC Proposes Revisions to Tender Offer, Exchange Offer and Business Combination Rules,” International Bar Association Legal Practice Division newsletter, Capital Markets and Private Equity
  • Bridging the Valuation Gap: Ten Key Issues to Consider When Structuring an Earnout,” Practising Law Institute’s “Acquiring and Selling the Privately Held Company” program and “Lawyer’s Toolbox” e-newsletter
  • Joint Ventures and Strategic Alliances: Issues to Consider,” New York City Bar Center for CLE’s “Representing Clients in the Sale and Purchase of Privately Held Companies” coursebook
  • “Structuring Considerations for Mergers, Acquisitions and Joint Ventures” NY City Bar Center for CLE book
  • Contributor to draft Model Public Company Merger Agreement, published by Public Company Acquisitions task force of ABA’s Mergers and Acquisitions Committee and Business Law Section

Lectures

  • “Alternative Lending – How This Fintech Industry is Changing Access to Capital,” Columbia Business School Alumni of NY
  • Your JV – Joint Venture or Junk Venture?” CLE program
  • Inside Counsel Insider – Securities Law Compliance,” webinar, Daily DAC, LLC (Financial Poise) and West LegalEd
  • Post-Closing Business Integration,” webinar, Daily DAC, LLC (Financial Poise) and West LegalEd
  • Special Issues in M&A Deals,” webinar, Daily DAC, LLC (Financial Poise) and West LegalEd
  • Practical Strategies to Address Cyber Risk in Your Business: What Boards, Business Owners and General Counsel Need to Know Now,” Insurance Information Institute webcast
  • Differences in a Distressed Company Transaction v a Healthy Company Transaction,” Distressed M&A: Buying and Selling Financially Troubled Companies private equity seminar with Houlihan Lokey and Grant Thornton
  • Special Considerations in Complex Cross-Border Transactions,” Executive Enterprises Institute’s Complete Due Diligence conference (co-sponsored by Practising Law Institute)
  • Choice and Formation of Legal Entities and Related Issues,” Corporate College
  • International Acquisitions: Merger Control Issues and Antitrust Risk Allocation Considerations,” Merrill Lynch
  • The Deadly Dozen – Twelve of the Most Common Mistakes Lawyers Make When Dealing with Clients,” Practising Law Institute’s Bridge-the-Gap for Newly Admitted Attorneys program
  • Managing the Private Equity Consortium,” Structuring Private Equity Transactions Conference (sponsored by Incremental Advantage, LLC)
  • Preferred Stock Issues,” GE Commercial Finance
  • Troubleshooting the M&A Deal,” Co-Chair, New York City Bar Center for CLE
  • Fairness Opinions: The Intersection of Fairness Opinions and Fiduciary Duty,” Standard & Poor’s Corporate Value Consulting webcast
  • “Emerging Markets and Globalization,” Northwestern University
  • Acquiring and Selling the Privately Held Company,” Practising Law Institute program
  • Tender Offers and Executive Compensation,” UBS
  • Joint Ventures and Strategic Alliances: Issues to Consider,” New York City Bar Center for CLE program “Representing Clients in the Sale and Purchase of Privately Held Companies”
  • Mergers and Acquisitions in the U.S.,” Delegation on Studying Corporation Restructuring and Capital Operation of Large Enterprise Groups (U. tour hosted by the State Commission for Restructuring the Economic Systems (SCRES) of the People’s Republic of China)
  • Structuring Considerations for Joint Ventures & Strategic Alliances,” New York City Bar Center for CLE program
  • Function and Analysis of an Acquisition Agreement,” American Management Association’s
  • Mergers & Acquisitions Seminar
  • Legal and Regulatory Compliance Issues and Acquisition Agreements,” Mergers &
  • Acquisitions in the Healthcare Industry Seminar (Prentice Hall)
  • Issues in Stock-for-Stock Mergers,” Western Conference on Mergers & Acquisitions (sponsored by Mergers & Acquisitions magazine)
  • From Handshake to Closing Dinner: A Roadmap for Documenting a Deal,” Western Conference on Mergers & Acquisitions (sponsored by Mergers & Acquisitions magazine)