Brian M Katz

Career

Public and private companies turn to Brian for guidance through every phase of their businesses - from formation and funding to acquisitions and disposition. He applies an in-depth understanding of their priorities to help them navigate the legal challenges that impact their business.

Brian is a corporate and securities attorney and leads the firm’s Insurance Brokerage M&A practice. His clients include domestic and international early-stage, public and private companies, and funds of all sizes in a variety of industries such as insurance, life sciences, semiconductor, and education.

Clients depend on Brian to document, negotiate, and execute their most important transactions, including strategic mergers and acquisitions, venture capital deals, and corporate finance and securities. He handles all aspects of debt and equity offerings for public companies, including initial and secondary public and bond offerings. Brian is also experienced with the dispositions of public companies and assists them with ’34 Act, federal and state reporting, and other disclosure requirements.

Brian has a long track record of representing clients in their acquisitions and dispositions of highly regulated businesses. He has guided some of the largest national insurance brokerages as they execute their expansion strategies and represents brokers in their exit transactions. Many of these deals involve registered investment advisors and broker-dealers.

Brian serves as outside general counsel to private and public companies. He is a go-to resource for operational and day-to-day issues such as contracting and reporting. These areas include corporate governance, the registration of stock option plans, noncompete agreements, compensation issues, and joint venture relationships. Brian also helps clients navigate the complexities associated with international expansion and operation.

Brian is the immediate past chair of the firm’s Corporate Practice Group and a past member of the firm’s Executive Committee.

Additionally, Brian spent one year as a staff consultant with a multinational management consulting company, prior to enrolling in Temple University School of Law.

Personal

Member, Alumni Class Leadership Council, University of Pennsylvania