I get great satisfaction knowing we’re helping the little guy. Our resources and know-how mean David can face Goliath armed with more than a slingshot.

Kathleen M. Donovan-Maher
Partner

The touchstone of a successful litigation is client engagement and satisfaction. We pride ourselves on our ability to work effectively with clients—to communicate and take on as much as possible so that they don’t have to.

Daniel E. Barenbaum
Partner

I am proud of the skilled and talented team that we’ve assembled to ensure that fiduciaries carry out their responsibilities.

Norman Berman
Partner

Our work is about trust—trust we earn by acting in our clients’ interests and getting the results they demand. That’s how we built our reputation: client by client, case by case.

Nicole Lavallee
Partner

In our practice, the word ‘selective’ comes up again and again. We are as selective about our case recommendations as our clients are about choosing a law firm.

Leslie R. Stern
Partner

We fight the good fight every day and we do it against the nation’s best defense lawyers. If that doesn’t keep you at the top of your game, nothing will.

Joseph J. Tabacco, Jr.
Partner

Advisory Services

Consistency
Delivered

Advisory Services

Consistency
Delivered

Berman Tabacco prides itself on its client-centric focus, providing recommendations that are in the best interest of its clients. We believe this client focus has served our clients well based on clients routinely turning to the firm for second opinions and requesting services beyond traditional securities litigation matters.

For example, institutional investor clients have retained the firm to advise on a variety of general business and litigation matters, such as: (i) assisting in responding to complex document and deposition discovery of them as third parties in litigation; (ii) representing them in their capacity as defendants in constructive fraudulent transfer cases; (iii) providing guidance relating to custodial matters and settlement claims; (iv) investigating and negotiating disputes with money managers, consultants, and custodians; (v) evaluating potential claims arising from private equity and venture capital deals; and (vi) negotiating resolution of non-litigated claims in matters involving the sale of unregistered securities.

Berman Tabacco is regularly retained by some of its largest institutional investor clients to solve and resolve discovery and multiparty disputes. The clients can be imposed upon due to their size and impact on the market, as well as due to their quasi-governmental nature. They often stand to collect millions of dollars in these matters as large absent class members or potential beneficiaries of certain governmental investigations or civil actions, which often uses the funds’ facts as the bases for their claims and lawsuits. Thus, while the funds are not parties to these actions, they are often the focus of the discovery as if they were bringing the matters themselves.

Advisory Services

Consistency
Delivered

Berman Tabacco prides itself on its client-centric focus, providing recommendations that are in the best interest of its clients. We believe this client focus has served our clients well based on clients routinely turning to the firm for second opinions and requesting services beyond traditional securities litigation matters.

For example, institutional investor clients have retained the firm to advise on a variety of general business and litigation matters, such as: (i) assisting in responding to complex document and deposition discovery of them as third parties in litigation; (ii) representing them in their capacity as defendants in constructive fraudulent transfer cases; (iii) providing guidance relating to custodial matters and settlement claims; (iv) investigating and negotiating disputes with money managers, consultants, and custodians; (v) evaluating potential claims arising from private equity and venture capital deals; and (vi) negotiating resolution of non-litigated claims in matters involving the sale of unregistered securities.

Berman Tabacco is regularly retained by some of its largest institutional investor clients to solve and resolve discovery and multiparty disputes. The clients can be imposed upon due to their size and impact on the market, as well as due to their quasi-governmental nature. They often stand to collect millions of dollars in these matters as large absent class members or potential beneficiaries of certain governmental investigations or civil actions, which often uses the funds’ facts as the bases for their claims and lawsuits. Thus, while the funds are not parties to these actions, they are often the focus of the discovery as if they were bringing the matters themselves.