Five Years Later, Was Carlton Fields' Merger a Failure?
In 2014, Tampa-based Carlton Fields merged with Jorden Burt. On Wednesday, James Jorden and Frank Burt left to join Drinker Biddle & Reath, raising questions about whether the merger was worthwhile.
March 07, 2019 at 04:58 PM
4 minute read
The original version of this story was published on Daily Business Review
Five years after the merger between Carlton Fields and Jorden Burt took effect, the benefits of the union seem a lot less clear.
On Wednesday, name partners James Jorden and Frank Burt left the firm to join Drinker Biddle & Reath along with 16 other litigators. A week earlier, Carlton Fields dropped Jorden Burt from its name.
Five years ago, one of the stated goals of the merger was growth. Now, it appears that growth was only temporary, as the number of lawyers at Carlton Fields is now back to its pre-merger level.
Carlton Fields had 272 lawyers before the merger five years ago. The merger did boost Carlton Fields' head count to 339 lawyers. But in 2018, before the most recent departures, the firm reported a lawyer head count of 277, only five more lawyers than before the two firms merged.
Also, of the 48 legacy Jorden Burt partners who moved over to the combined firm at the time of the merger, 30 have left, according to data from ALM Intelligence.
Back in 2015, Carlton Fields President and CEO Gary Sasso lauded the synergy between the two firms, which had similar practice areas, as Carlton Fields pushed for geographic expansion.
“The remarkable thing about this merger, which you almost never see, is that the profits per partner numbers were virtually identical,” Sasso said in an interview with The American Lawyer. “It's a tremendous benefit because you don't have one side saying they are stronger than the other side. Partners feel equal, and I think it makes for a stronger merger.”
Carlton Fields posted strong numbers that year. The firm vaulted 20 spots up the Am Law 200 rankings, from No. 156 to No. 136. Gross revenue jumped 23 percent to $233 million. The head count ballooned to 353 from 272. The firm also opened a Los Angeles office in 2014, which Sasso said was a direct result of the merger.
“I don't think Carlton Fields would have opened the office without Jorden Burt. That was the tipping point,” he said in 2015.
But in the years since, there have been signs that the merger wasn't going as planned. Profit margins started slipping, then gross revenue. In 2018, the firm posted revenues of $182 million, a 12 percent drop from its 2015 peak.
Before news that Jorden and others had jumped to Drinker, Carlton Fields announced it would be moving all 150 Miami employees from its current 69,000-square-foot space on the 42nd floor of the Miami Tower in downtown Miami to a 50,000-square-foot office across two-and-a-half floors at 2 MiamiCentral at the Virgin Trains USA station nearby.
Carlton Fields declined to comment for this article. But in a statement, it reiterated what it said earlier regarding Jorden's departure, that it wished the departing group continued success. It also emphasized that its class action and insurance litigation practices remain strong, and that its financial services, regulatory and transactional attorneys have remained with the firm. “We will not miss a beat in terms of our ability to meet the needs of our financial services clients and this industry sector,” it said in the statement.
On Wednesday, Drinker Biddle said it is eyeing an expansion into Miami in order to accommodate Jorden's group. More Carlton Fields attorneys may join the firm, it said.
|Related Stories:
Drinker Biddle Takes 17 Litigators, Led by Jorden, From Carlton Fields
Lizzy McLellan and Lidia Dinkova contributed to this report.
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 AllTrump and Latin America: Industry Braces for Hard-Line Approach to Region
BCLP Exploring Merger Prospects as Profitability Lags, Partnership Shrinks
Trending Stories
- 1Judicial Ethics Opinion 24-68
- 2Friday Newspaper
- 3Judge Denies Sean Combs Third Bail Bid, Citing Community Safety
- 4Republican FTC Commissioner: 'The Time for Rulemaking by the Biden-Harris FTC Is Over'
- 5NY Appellate Panel Cites Student's Disciplinary History While Sending Negligence Claim Against School District to Trial
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