Julie-Anne M. Lutfi

Partner

Julie-Anne Lutfi is a partner and business lawyer with Foley & Lardner LLP, where she is a member of the firm’s Private Equity & Venture Capital Practice and the Life Sciences and Technology Industry Teams. Her global practice focuses on domestic and international business transactions, including equity financings for corporate, venture capital, and private equity clients; research and development collaborations and corporate partnering transactions; strategic investments; restructurings; mergers and acquisitions; and other exit transactions. Julie also regularly acts as general outside counsel for an array of private and venture-backed companies in the life sciences, technology, and financial services fields, as well as U.S. and European venture and private equity firms who invest in such companies.

Prior to joining Foley, Julie was tax/corporate counsel for Credit Suisse AG in Zurich, Switzerland where she advised clients on complex international technical tax matters and estate planning solutions for high and ultra-high net worth individuals using trusts, foundations, and other wealth planning structures. She focused her practice on the U.S., Canada, Brazil, Israel and APAC markets.

Julie was also a tax associate for KPMG LLP in Boston where she provided clients with tax consulting services in the areas of R&D, medical devices, and energy sustainability. Before entering law school, Julie was a securities paralegal at Skadden, Arps, Slate, Meagher & Flom in Boston, and a project manager for INTERPOL Headquarters in Lyon, France in the Anti-Money Laundering Unit.

Representative Experience

  • Represented MedTech Acquisition Corporation in its SPAC business combination with Memic Innovative Surgery Ltd., a robotic surgery company based in Israel
  • Represented Sverica Capital in the acquisition and divestiture of various portfolio companies, including:
    • RND Group
    • Automated Control Concepts (Process Control)
    • Gryphon Networks (Sales Performance Software)
    • Gener8 (Design/Development Services)
    • Resonetics (Laser Micromachining)
    • Dexmet (Specialty Materials)
    • Women’s Health USA, Inc. (Women’s Health Practice Management)
    • Med First (Primary Care and Urgent Care Clinics)
    • RestorixHealth (Wound Care Centers)
    • Bartech Group (Workforce Management)
  • Represented Century Equity Partners in the acquisition and divestiture of various portfolio companies, including:
    • DirectPath, LLC
    • Flores & Associates, LLC
    • McBee Associates, Inc.
    • Enrollment Advisors, LLC
  • Represented TKL Research, Inc. in the sale of its clinical trials business to QuintilesIMS
  • Represented Mayo Clinic in its strategic investment in Medically Home Group, Inc.
  • Represented Digital Guardian, a SaaS provider of data loss prevention (DLP) solutions, in its sale to HelpSystems
  • Represented ConcertAI, an oncology-focused real-world data and SaaS startup, in a 150M Series C financing from Sixth Street Partners with a 1.9B valuation
  • Represented Stage 1 Ventures in in a 52M preferred stock investment in Witricity, a wireless charging company, with co-investments from Air Waves Wireless Electricity and Mitsubishi Corporation (Americas)
  • Represented AXA Investment Managers in its investments in the following companies:
    • Eyenuk, Inc.
    • Maternal Newborn Health Innovations, Inc.
    • CXL Ophthalmics, Inc.
    • Ophirex, Inc.
    • Biolinq, Inc.
    • Z Optics, Inc.
    • Sanergy, Inc.
    • Revelation Biosciences, Inc.
    • Alydia, Inc.

Awards and Recognition

  • Received, Best Lawyers: Ones to Watch recognition for Corporate Law (2023-2024)

Affiliations

  • Boston Bar Association
  • Women’s Bar Association
  • American Bar Association

Languages

  • French (native)
  • Spanish and Arabic (proficient)
  • English/French Certified Court Interpreter
15 December 2023 Blogs

Key Takeaways: The Current State of Venture Transactions Webinar with 4thly

In a livestream webinar hosted by 4thly Accelerator’s Bret Waters, Foley partners Louis Lehot and Julie-Anne Lutfi shared data and war stories about the state of the venture capital market in the fourth quarter of 2023.
13 December 2023 Events

The Current State of Venture Transactions Webinar with 4thly

Join us for this special livestream as a panel of experts discuss the current state of venture transactions.
17 August 2023 Deals and Wins

Foley Advises MedTech in Merger with TriSalus Life Sciences

Foley & Lardner LLP served as legal adviser to MedTech Acquisition Corporation (MedTech), a special purpose acquisition company, in its recently completed merger with TriSalus Life Sciences, Inc. (TriSalus).
17 August 2023 Honors and Awards

Foley Attorneys Recognized in 2024 Best Lawyers in America

Foley & Lardner LLP proudly announced today that 236 of the firm’s attorneys across 20 U.S. offices have received recognition in the 2024 edition of The Best Lawyers in America©.
03 August 2023 Deals and Wins

Foley Advises Bluestone Equity Partners in PMY Group Investment

Foley & Lardner LLP served as legal adviser to Bluestone Equity Partners, the global sports, media, and entertainment private equity firm, in its investment into PMY Group, a premier international venue, events, and infrastructure technology solutions firm.
15 June 2023 Blogs

Allocation of Equity to Founders, Directors, and Advisors

Allocation of equity is one of the first and most significant topics that arises when forming a company.