Strong client relationships sit at the core of law firm Sadis & Goldberg. Founded in 1997, the firm is comprised of senior attorneys who demonstrate vast levels of training and proven track records of professionalism, skill and diligence.
Partner Ron Geffner (pictured) says a key element of the firm’s success is the team’s ability to listen to their clients and understand their needs. “Our greatest triumph is investing in our client relationships by listening to each individual and taking a holistic approach,” he says. In a world where cost cutting continues to bite at the heels of many financial institutions, Sadis & Goldberg has sought to provide exceptional services at a fair price. “The greatest challenge in doing so is understanding the client’s expectations and determining their assumptions,” Geffner explains.
The firm’s clients include various types of domestic and international entities – financial institutions, hedge funds, private equity funds, venture capital funds, buyout funds, commodity pools, and numerous corporate and business entities operating in a variety of industries around the world.
Fiscal year 2018 saw Sadis & Goldberg attracting a number of institutional clients. “We represent a unique value proposition. We are one of the few US-based law firms which has maintained its independence with Europe. As a result, some of our competitors are struggling to compete against firms with whom they used to work both in England, Ireland and Luxembourg.”
The firm has been instrumental in helping managers launch investment vehicles in a very difficult market. Sadis & Goldberg has been able to help guide clients located in different parts of the world, particularly when the laws of different jurisdictions conflict with one another.
Further, Geffner says that the most significant growth area for the firm has been in the launch of close-end funds – primarily relating to real estate, cannabis and alternative finance sectors investing and trading. On the open-end fund side, Sadis & Goldberg has been handling a mixed range of investment strategies including equities, debt foreign currency and crypto-currencies.
“In 2018 we surpassed our goals to build and maintain a highly responsive, caring team. We increased our number of clients and the number and experience level of lawyers servicing our clients and had our best year ever,” he says. Sadis & Goldberg’s main goal for the coming year is to continue to build on its success. “We aim to understand what drives the client decisions and protect our clients and take steps to foster their growth and success – it’s a simple formula,” Geffner concludes.
The firm has assembled a strong transactional team and, early in 2018 expanded its Private Equity, Investment Funds and Corporate practices with the addition of Partner Paul J. Marino. Robert Cromwell and Nick Federici also joined Sadis & Goldberg to focus on a number of different services including purchases, sales and recapitalisations of registered and unregistered investment companies as well as private fund formation and related transactions.
The firm also expanded its Regulatory and Compliance group with the addition of Eliott Frank as Partner. With extensive experience with US and global securities and regulatory matters related to asset management, Frank advises clients on the implementation, management and enforcement of internal compliance programmes.
Following the foregoing appointments, Geffner commented: “Their collective experience and breadth of knowledge of investment funds and corporate transactions will help us continue to expand and adapt these practice areas to serve our clients in the constantly evolving financial market environment.”
On winning this year’s award, Geffner comments: “It makes us feel validated and we appreciate the support of the community.” n
