James D. Epstein is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP. He counsels clients with respect to the full spectrum of business transactions, including mergers and acquisitions, capital markets and other financing transactions, corporate carve-outs, joint ventures, restructurings and reorganizations. He has a particular emphasis on representing private equity sponsors and their portfolio companies, and is a seasoned leader of teams of lawyers and other professionals in cross-border transactions involving multiple foreign jurisdictions.
Mr. Epstein focuses on the following industry sectors: business and financial services; healthcare services; industrials; distribution; and automotive assembly and supply.
Mr. Epstein is an adjunct professor of law at the University of Pennsylvania Law School teaching upper-level students how to negotiate and document merger and acquisition transactions. He also has served as a panelist on several occasions, including most recently at the New York M&A/Private Equity forum, as well as at conferences sponsored by American Lawyer Media (cross-border acquisitions), The Deal (middle market mergers and acquisitions), The Capital Roundtable (trends and techniques for investing in health care services companies), the Wharton Private Equity Conference (Leveraged Buy Out Strategies and Deal Structures) and the Financial Executive’s Institute (Going Private Transactions). He also has lectured on mergers and acquisitions for the Pennsylvania Bar Association’s Continuing Legal Education Program and the National Business Institute.
Mr. Epstein is the co-author of “Considerations for Investing in Troubled Leveraged Buy Outs,” published by Business One Irwin in Workouts & Turnarounds, The Handbook of Restructuring and Investing in Distressed Companies, and has authored several articles, including an analysis of the Delaware Chancery Court opinion in Hexion v. Huntsman, a perspective on “Fraud” in transactions involving private equity sponsors, and an analysis of the difference between contractual approaches used in US-based merger and acquisition transactions as compared to UK or European-based merger and acquisition transactions.
Mr. Epstein currently serves on the firm’s Finance Committee and Diversity Committee. He previously served on the firm’s Partner Compensation Committee, its Hiring Committee and its Associate Development Committee.