Julie-Anne M. Lutfi
Partner
Julie-Anne Lutfi, a partner at Foley & Lardner LLP, is a pivotal figure in the Business Law department and has been a key member of the firm’s esteemed Technology and Life Sciences group since 2014. Julie-Anne provides strategic counsel to a wide range of domestic and international public and private entities, investors, and corporations. Her expertise spans mergers and acquisitions, financing deals, divestitures, restructurings, joint ventures, and various other types of corporate transactions across industries such as manufacturing, hospitality, medtech, biotechnology, pharmaceuticals, and other healthcare, life science, and tech-driven sectors.
As a trusted advisor and external legal counsel, Julie-Anne offers comprehensive corporate counsel to executive teams, investment professionals, and boards of directors. She is also instrumental in Foley & Lardner LLP’s ESG & Impact initiatives, dedicating part of her practice to assisting social enterprise firms, impact investors, and nonprofit organizations in navigating complex corporate frameworks, governance issues, sustainability practices and impact measurement strategies.
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. Julie started her legal career a tax associate for KPMG LLP where she provided clients with tax consulting services in the areas of R&D, medical devices, and energy sustainability.
Originally from Lyon, France, Julie-Anne is bilingual in French and English, enhancing her ability to serve clients across diverse cultural and linguistic backgrounds.
Representative Experience
- Represented an award-winning hotel management, ownership and development company in a high-value transaction with top tier private equity firms.
- 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