ESOP's Fable—Or How An ERISA Star Came Home to McDermott
Big Law can feel like a small space. The niche employee stock ownership practice is a prime example.
October 22, 2018 at 06:00 AM
4 minute read
Theodore Becker happened upon his first case involving the then-nascent concept of employee stock ownership plans while he was working at his own law firm that until that time had mostly handled criminal defense work.
“A friend said, 'Do you know anything about ESOPs?'” Becker said. “I said, 'No.' He said, 'It doesn't matter. I don't know anything either.'”
The friend was Henry Seyfarth, the late founder of Seyfarth Shaw. It was the late 1980s, and ESOPs had been created just a few years earlier as part of the 1984 Tax Reform Act. ESOPs, which allow companies to spread ownership among their employees, are now part of the broader Employee Retirement Income Security Act (ERISA) practices at many large firms.
Becker has spent the intervening years becoming one of the country's foremost practitioners in the niche ESOP space. On Monday, McDermott Will & Emery is set to announce that it has hired the Chicago-based Becker, who most recently served as chair of the national employee benefits and ERISA litigation team at Drinker Biddle & Reath, which he joined in 2013 from Morgan, Lewis & Bockius. McDermott is also hiring Drinker Biddle counsel Richard Pearl, who previously worked at Morgan Lewis before joining his now former firm in 2016.
The growth of ESOPs has led Becker to a slew of Big Law firms. He first joined Jenkens & Gilchrist in 2000—only a few years after that now-defunct firm hired Paul Daugerdas, who is currently serving a 15-year prison sentence for his involvement in a tax shelter scam. At Jenkens & Gilchrist, Becker worked with Erin Turley, now a member of the managing committee at McDermott and who recruited Becker to the firm over a coffee on the sidelines of an ESOP conference in Washington, D.C.
McDermott's former ESOP chair, William Merten, was part of a group of employee benefits partners who left the firm last year to join Winston & Strawn.
When Jenkens & Gilchrist dissolved in 2007, Becker landed at Morgan Lewis, where he worked alongside David Ackerman—a man he referred to as “the dean of employee stock-ownership plans.” Ackerman died in 2016. The bulk of McDermott's ESOP team today was also once at Morgan Lewis, including partners Turley and Allison Wilkerson.
“I just concluded a case where Erin and I [defended] an ESOP transaction litigation against the Department of Labor together. We've always kept in touch and worked together,” Becker said. “So now, it's like a homecoming again.”
Becker's practice often involves defending ESOP transactions against challenges from the Labor Department or individuals involved in the deals who often argue about valuation. The Labor Department regulates ESOPs alongside the Internal Revenue Service.
Becker said he has come to believe that companies owned by their employees often perform better than other ownership structures. They are often more collegial, he said, and are more likely to weather financial storms without large layoffs.
“Most of the ESOP companies are great places to work—I frankly wish law firms could have ESOPs,” Becker joked. “I just think generally that when people have a stake in the company that they approach things differently. True law firm partnerships are a good example of that. McDermott is a good example of that, and it's one of the reasons I'm going there. You see a lot of cooperation.”
As for the original case that got Becker involved in ESOPs, it involved a former Chicago-based corporate raider, Clyde Engle, who had sued a regional bank's board of directors over its ESOP plan. Becker represented the board of directors and later an ESOP trustee in one of the first ESOP-based litigation cases. He said it's an example of how a career can take unexpected turns.
“Sometimes associates ask me, 'How do I plan my career path?'” Becker said. “And I say, 'There are some things you can plan and some you can't. And some things happen by serendipity.' And that's how I got into the ERISA and more particularly the ESOP practice.”
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllSquire Patton Boggs Associate Among Those Killed in String of Methanol Poisonings
1 minute readMore Big Law Firms Rush to Match Associate Bonuses, While Some Offer Potential for Even More
Holland & Knight, Akin, Crowell, Barnes and Day Pitney Add to DC Practices
3 minute read'There Is No Time to Waste': Matt Gaetz Withdraws From AG Nomination
3 minute readTrending Stories
- 1How I Made Practice Group Chair: 'Think About Why You Want the Role, Because It Is Not an Easy Job,' Says Aaron Rubin of Morrison Foerster
- 2People in the News—Nov. 22, 2024—Marshall Dennehey, Buchanan Ingersoll
- 3$83M Verdict After $100K Demand Rejected in Henry County
- 4Samsung Flooded With Galaxy Product Patent Lawsuits in Texas Federal Court
- 5How Marsh McLennan's Small But Mighty Legal Innovation Team Builds Solutions That Bring Joy
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250