Richard Bernstein Partner

New York Roseland
T 646.414.6842 (NY), 973.422.6714 (NJ) | F 973.422.6715



Richard Bernstein, a Partner in the Investment Management Group, provides counsel to leading national and international investment managers, pooled investment vehicles, and other large publicly traded and privately held businesses on matters related to mergers, acquisitions, complex investment transactions, corporate finance, significant strategic initiatives, derivatives, business law and compliance matters.

Prior to his entry into the legal profession, Richard spent 18 years in the real estate development, finance and M&A industries where he led numerous acquisition, financing and disposition transactions, including transactions in the United States, the Caribbean Basin, Europe and the former Soviet Union.

Some of Richard's representative transactions include:

  • Leading a worldwide team of attorneys in providing counsel to Cerberus Capital Management, L.P. in its $1.1 billion acquisition, through a Chapter 11 bankruptcy proceeding, of Tower Automotive, Inc., a global manufacturer of vehicle components.

  • Representing a domestic private company in the disposition of its joint venture interest in a Mexican manufacturer.

  • Representing management in a buyout of a United States manufacturing division from its Taiwanese parent.

  • Representing the family owners of Dynacept, LLC, a manufacturer of rapid prototypes, in the sale of their business to Midwest Plastics Components, Inc., an affiliate of Spell Capital Partners.

  • Negotiating, on behalf of a client, a $1 billion credit line with a major money center bank intended to enable the client to avail itself of unique financial opportunities caused by the volatility in the worldwide debt markets.

  • Counseling an activist hedge fund in a successful consent solicitation that resulted in the complete ouster of a public company's entrenched board of directors. The public company vigorously, but ultimately unsuccessfully, litigated against the consent solicitation.

Richard was a visiting lecturer of law at the University of Novi Sad, in the Republic of Serbia, as a part of the American Bar Association Balkan Law School Initiative funded by the United States Department of State. 

Richard is a Certified Public Accountant.


Other Distinctions

  • Super Lawyers (2013) - Recognized as a "Rising Star."

Publications

The Big Bang: Major Changes in the Governance Provisions for CDS Transactions
Derivatives Financial Products Report, May 2009
Matthew Magidson, Richard Bernstein
THE BIG BANG: Adherence Period Opens for CDS Market Participants to Elect New CDS Governance Provisions
IM/Derivatives Client Alert, March 11, 2009
Richard Bernstein, Matthew Magidson
Limited Time for Holders of Lehman Brothers Credit Default Swaps to Participate in ISDA Settlement Protocol
Investment Management Alert, October 5, 2008
Richard Bernstein, Matthew Magidson
View More...

Press Mentions

In a New York Law Journal article, Lowenstein Sandler's election of Richard Bernstein and Matthew A. Magidson to Members of the Firm is highlighted., New York Law Journal , January 9, 2012
In New Jersey Law Journal, Millburn-Short Hills Patch and Citybizlist.com articles, Lowenstein Sandler's election of Richard Bernstein, Richard J. Horne, Michael T.G. Long and Matthew A. Magidson to Members of the Firm is highlighted., New Jersey Law Journal, Millburn-Short Hills Patch, Citybizlist.com , January 2012

Related Areas

Corporate
Corporate Finance & Securities
Derivatives and Structured Products
Global Financial Crisis Group
Investment Management
Mergers & Acquisitions

Education


Rutgers University School of Law - Newark (J.D., 2005) , with high honors, Order of the Coif; Managing Business Editor, Rutgers Computer and Technology Law Journal
Babson College (B.S., 1985)

Bar Admissions


New York
New Jersey

Court Admissions


2008, U.S. Court of Appeals, Second Circuit
2008, U.S. District Court, Southern District of New York
2008, U.S. District Court, Eastern District of New York
2006, U.S. District Court, District of New Jersey
2006, U.S. Tax Court

Affiliations


  • Certified Public Accountant
  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants
  • American Bar Association
  • Member, New Jersey District Ethics Committee