Attorneys With Indiana Roots Bring National Wealth Management, Corporate Finance Practices to Barnes & Thornburg

INDIANAPOLIS – Barnes & Thornburg is bolstering its national corporate law practice in the areas of complex wealth management, private client services and corporate finance by adding John Olivieri and Patrick Sullivan as partners in its Indianapolis office.

“We are very excited to welcome John and Patrick, two very experienced and successful lawyers, back home to Indiana to practice,” said Brian L. Burdick, managing partner of the firm’s Indianapolis office. “John brings a unique sophistication to wealth management that is unrivaled and Patrick brings a depth and breadth of sophisticated deal experience to this market that traditionally only resides in money center cities. We are proud to have a reputation of excellence that attracts these talented lawyers.”

Both lawyers return to a state where they spent significant time. A Wabash College graduate, Olivieri previously was a partner in the New York office of international law firm White & Case LLP. A Purdue University graduate, Sullivan previously was a partner in the Chicago office of international law firm Kirkland & Ellis LLP.

John Olivieri is key addition to Barnes & Thornburg’s national private client services practice; brings 20-plus years of complex wealth management experience

Known for employing a solutions-based approach when developing sophisticated wealth management tools and structures, Olivieri advises high net worth individuals and families on complex estate and wealth management planning. Prior to joining the firm, he spent more than 20 years with law firms in New York, helping clients create and manage wealth management vehicles in many other states, such as Delaware and South Dakota.

Olivieri works closely with clients to develop plans for securing and protecting their assets in various jurisdictions throughout the country and around the world. These plans involve the use of appropriate structures, such as limited partnerships, limited liability companies and so-called “asset protection” and “spendthrift” trusts. He regularly counsels foreign individuals making investments in the United States. A frequent commentator on estate and tax planning, Olivieri is active in various professional associations and is a fellow of the American College of Trust and Estate Counsel. He earned his J.D. from Columbia Law School.

Olivieri joins a team of 30 private client services lawyers located across the U.S. who advise high net worth individuals and families using a comprehensive approach to managing current and future wealth, as well as the transfer of assets and family businesses from one generation to the next. The team’s deep knowledge combines the important disciplines of asset protection, transfer tax planning and income tax planning to design client-specific comprehensive solutions.

Experienced deal-maker Patrick Sullivan brings national corporate finance practice to Indianapolis

Sullivan brings nearly a decade of corporate and finance-focused experience advising borrowers, financial sponsors, agents and lenders on crafting financing agreements designed to account for the company- and industry-specific needs of clients over the life of the financing facility. With experience at two major international law firms headquartered in Chicago, he developed a deep knowledge and understanding of the debt financial markets, while advising a diverse group of clients ranging from bulge bracket private equity sponsors and Fortune 500 companies to startup funds and entities accessing debt financial markets for the first time.

As part of his national practice, he has negotiated and closed transactions and advised clients from a diverse group of industries, including oil and natural gas, restaurant, energy, industrials, pharmaceutical, retail, technology/software, defense and healthcare, including issues related to the corporate practice of medicine.

Sullivan represents financial institutions, private equity sponsors, debt funds and other non-traditional lenders and public and private companies in connection with leveraged financings, syndicated loans, second lien financings, unitranche financings, mezzanine financings, secured and unsecured credit facilities, asset based financing, working capital facilities, acquisition financing, bridge facilities, debt recapitalizations, workouts, debt restructurings, and other financing related matters. He earned his J.D., summa cum laude, from the University of Miami School of Law.

“Today, more than ever, high net worth families and public and private corporate entities rely on legal counsel to help protect their positions and set them up for future success,” said David Gotlieb, chair of the firm’s Corporate Department. “John and Patrick’s experience working in large money centers, such as Chicago and New York, brings Barnes & Thornburg’s corporate practice a diversity of experience as we continue to grow our national footprint.” 

Olivieri is pending admission to practice in the local courts of Indiana and Sullivan is not regularly admitted to practice in the local courts of Indiana.

With more than 600 attorneys and other legal professionals, Barnes & Thornburg is one of the largest law firms in the country. The firm serves clients worldwide from 14 offices in Atlanta, California, Chicago, Delaware, Indiana, Michigan, Minneapolis, Ohio, Texas and Washington, D.C. For more information, visit us online at www.btlaw.com or on Twitter @BTLawNews.