James D. Epstein

Jim is a fellow of The Pepper Center for Public Service. The Pepper Center draws on the talents of the firm’s retired partners and senior attorneys to wrestle with tough problems facing our communities. Through the Center, these attorneys study, analyze, and work to resolve problems that affect the lives of people in our communities.

Jim advised clients with respect to mergers and acquisitions and other transactions, with a focus on representing private equity sponsors and their portfolio companies, as well as other institutional investors and corporate clients. He assisted clients with the full spectrum of M&A transactions, including corporate carve-outs, cross-border M&A, joint ventures, restructurings and reorganizations, as well as related capital markets, equity investments, and other financing transactions. Jim has deep experience in multiple industry sectors, including health care, energy services, business services, technology (including software), manufacturing and industrial (including automotive assembly and supply), financial services, and distribution.

An active speaker and writer, Jim has served as a panelist at the New York M&A/Private Equity Forum, the Wharton Private Equity Conference (leveraged buyout strategies and deal structures), 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), and the Financial Executives Institute (going-private transactions). He has also lectured on mergers and acquisitions for the Pennsylvania Bar Association’s Continuing Legal Education Program and the National Business Institute, and is currently a lecturer in law at the University of Pennsylvania Law School, where he teaches upper level law students on the negotiation and drafting of merger and acquisition documentation.

Jim served as pro bono counsel for the Elton John AIDS Foundation for more than a decade, and has long been active in firm management, serving on a number of committees.