Robert Katz regularly represents financial institutions, public companies, and private equity sponsors and their financial advisors in their highest-stakes M&A transactions.

Robert, a nationally recognized corporate lawyer, helps clients navigate both negotiated and unsolicited M&A transactions across geographies and industries, including industrials, healthcare, technology, and media and communications.

Robert's practice includes:

  • Cross-border transactions
  • Governance matters
  • Joint ventures
  • Leveraged buyouts
  • Public and private acquisitions and divestitures
  • Spin-offs
  • Takeover and activist defense strategies
  • Tender and exchange offers

Robert has earned widespread recognition for his transactional work, including by Chambers, IFLR 1000, and The Legal 500.

Robert has represented clients in a range of corporate matters, including:

  • Textron in various corporate and transactional matters, including its acquisition of Pipistrel Aviation, the sale of its Tools & Testing Business, its acquisition of Arctic Cat, and its acquisition of Beechcraft
  • SS&C Technologies Inc. in its acquisition of Globacom Technologies and its acquisition of Eze Software
  • Stepan Company in its acquisition of INVISTA's aromatic polyester polyol business
  • Lemonade Inc. in its acquisition of Metromile Inc.
  • Paper Excellence in its US$3 billion acquisition of Domtar
  • Amphenol in its US$1.7 billion acquisition of MTS Systems and its disposition of the MTS Test & Simulation division
  • The special committee of Athene Holdings’ board in Athene’s US$11 billion stock-for-stock merger with Apollo Global Management
  • Advantage Solutions in its US$5.2 billion merger with Conyers Park II Acquisition Corp.
  • Dassault Systemes in its acquisition of Centric Software Systems and its acquisition of Exa
  • Warner Music Group in various corporate and transactional matters, including its acquisitions of EMP Merchandising, Sodatone, and Song Kick, as well as its investments in Audigent and MixGenius
  • CVS Health in various corporate and transactional matters, including its acquisition of Aetna and its sale of RxCrossroads and Drogaria Onofre
  • Liberty Global in various corporate and transactional matters, including the spin-off of its Latin American cable operation, its acquisition of Cable & Wireless Communications, and its investment in Lions Gate Entertainment, as well as the creation of its tracking stock under English law for operations in Latin America and the Caribbean
  • Bunge in various corporate and transactional matters, including its Cooperative Agreement with affiliates of D.E. Shaw and Continental Grain
  • B/E Aerospace in various corporate and transactional matters, including its acquisition by Rockwell Collins and in connection with the spin-off of its services business, KLX
  • HeartWare International in various corporate and transactional matters, including its acquisition by Medtronic, its settlement with Engaged Capital, its acquisition of Circulite, its acquisition of WorldHeart, its proposed transaction with Thoratec, and its first registered public offering in the United States
  • S&P Global in various corporate and transactional matters, including its sale of J.D. Power to XIO Group, its sale of Dodge Data and Analytics, its acquisition of NADA Services, and its acquisition of Petroleum Research Association
  • Pall in its acquisition by Danaher
  • Merrill Lynch & Co. in its sale to Bank of America
  • Transaction Committee of the Board of Directors of Huntsman in its aborted sale to a portfolio company of Apollo Management
  • The special committee of the board of Sprint Nextel in the acquisition of 78% of Sprint Nextel by Softbank
  • Southeastern Asset Management in connection with Dell’s Go-Private transaction
  • Service Corp. International in its acquisition of Stewart Enterprises
  • LMA International in its initial public offering on the Singapore Stock Exchange and concurrent private placement of common shares in the US pursuant to Rule 144A, its acquisition of Wolfe Tory Medical, and its sale to Teleflex
  • Saudi Basic Industries in its acquisition of GE Plastics
  • BAML Capital Partners in various transactional matters, including its acquisitions of Provo Craft & Novelty, National Powersport Auctions, and Strategic Partners Holdings
  • Merrill Lynch Global Private Equity in various transactional matters, including its sales of Convermex and NPC International
  • North Cove Partners in various corporate and transactional matters, including its spin-off from Bank of America Merrill Lynch
  • Quest Diagnostics in various transactional matters, including its acquisitions of LabOne and Celera
  • John W. Henry and New England Sports Ventures in their acquisition of the Boston Red Sox Baseball Club
  • Siemens in its acquisition of UGS Capital from Silver Lake Partners, Bain Capital, and Warburg Pincus
  • Continental in its acquisition of the automotive electronics business from Motorola
  • Future Medical Systems in its sale to Cilag, a subsidiary of Johnson & Johnson
  • Bank of America, Barclays, Citi, Evercore, Goldman Sachs, JP Morgan, Morgan Stanley, PJT Partners, and UBS Investment Bank when acting as financial advisors

*Certain matters above were handled prior to joining Latham

Bar Qualification

  • New York

Education

  • J.D., Fordham University School of Law, 2001
  • BA, State University of New York, Albany, 1991