Julie & Holleman

What Julie & Holleman does

Julie & Holleman LLP is a boutique law firm headquartered in New York City that practices exclusively in shareholder litigation. The firm represents public-company shareholders in derivative actions, mergers-and-acquisitions challenges, securities-fraud class actions, and corporate investigations, litigating in state and federal courts across the United States. Three named attorneys lead the firm: founding partners Douglas E. Julie (previously at Kelley Drye & Warren) and W. Scott Holleman (a Super Lawyers Rising Star), together with attorney Garam Choe. The firm has secured cash and stock recoveries worth hundreds of millions of dollars for shareholders, including precedent-setting matters such as In re Google Class C ($552M+), In re Investors Bancorp ($50M+), Freudenberg v. E*TRADE ($79M), and KBC Asset Management v. Marsh/SCANA ($63M).

The firm's service offering is structured around four interconnected practice areas: Shareholder Derivative Litigation, Mergers and Acquisitions Litigation, Securities Fraud Litigation, and Corporate Investigations. There is no proprietary technology platform; the offering is delivered entirely through attorney-led legal representation. Revenue is generated through professional-service fees consistent with plaintiff-side shareholder litigation norms, typically contingency arrangements where fees are recovered as a percentage of settlements or judgments obtained for clients. Pricing is not publicly disclosed and contract values are not standardized.

Julie & Holleman goes to market through a sales-led motion: direct outreach to shareholders who may have been harmed by corporate misconduct, channeled via the firm's website contact form, email ([email protected]), and direct partner phone lines. The firm supplements this with press releases distributed via GlobeNewsWire announcing new investigations (e.g., the $1.9B insider-led buyout of Kennedy-Wilson Holdings, NYSE: KW, in February 2026). The firm operates as a limited liability partnership owned by its practicing partners, with no private equity, venture capital, or parent-company ownership structure disclosed.

Name

Julie & Holleman

Legal name

Julie & Holleman LLP

Website

https://julieholleman.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Julie & Holleman LLP is a New York-based boutique law firm that represents public-company shareholders in derivative actions, M&A litigation, securities-fraud class actions, and corporate investigations in U.S. state and federal courts.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Mergers & Acquisitions (M&A) & Securities Law (BPAHAAAI)

Keywords

• Shareholder litigation
• Derivative actions
• Securities fraud
• Mergers acquisitions
• Corporate investigations

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Shareholder Litigation Services: The firm represents shareholders in corporate and securities matters, including derivative actions, mergers and acquisitions cases, securities fraud class actions, and corporate investigations. Revenue is generated through legal fees, likely on a contingency fee basis typical for shareholder litigation, where attorneys' fees are recovered as a percentage of settlements or judgments obtained for clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Julie & Holleman LLP is a boutique law firm that represents public company shareholders in high-stakes corporate and securities disputes. The firm concentrates on shareholder derivative litigation, M&A-related litigation, securities fraud class actions, and internal corporate investigations on behalf of both individual and institutional shareholders in state and federal courts across the United States.

Product overview

Julie & Holleman is a boutique law firm offering a unified suite of shareholder litigation services. The firm provides four interconnected core practice areas: Shareholder Derivative Litigation (enforcing corporate rights against management misconduct), Mergers and Acquisitions Litigation (challenging conflicted buyout and merger transactions), Securities Fraud Litigation (pursuing claims for deficient disclosures in public offerings and ongoing communications), and Corporate Investigations (investigating M&A transactions, shareholder votes, and SEC reporting issues). These services work together to represent shareholders in corporate and securities matters, from pre-litigation investigation through trial and appellate proceedings in state and federal courts across the country.

Differentiator

Problem solved

Functional benefit

Products and services

• Shareholder Derivative Litigation
• M&A Litigation
• Securities Fraud Litigation
• Corporate Investigations

Quantifiable outcome

• Hundreds of millions of dollars in cash and stock recoveries for shareholders
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Robbins Geller Rudman & Dowd: Robbins Geller is one of the largest and most prominent securities class action and shareholder litigation firms in the U.S., regularly serving as lead counsel in major securities fraud and M&A cases — directly comparable to Julie & Holleman's core practice areas.
• Kessler Topaz Meltzer & Check: Kessler Topaz is a leading shareholder rights and securities litigation boutique focused on securities class actions, derivative suits, and M&A litigation — substantially overlapping with Julie & Holleman's four core practice areas and target client base.
• Bernstein Litowitz Berger & Grossmann: BLBG is a premier institutional investor-focused securities litigation boutique representing public pension funds and shareholders in class actions, derivative suits, and M&A challenges — directly comparable in mandate and client type to Julie & Holleman.
• Pomerantz LLP: Pomerantz is a long-established shareholder rights and securities class action firm, frequently lead counsel in major securities fraud and corporate governance cases — a close functional peer in the same litigation niche.
• Labaton Sucharow: Labaton Sucharow is a recognized shareholder rights and securities class action boutique representing individual and institutional investors in derivative suits and securities fraud cases — directly comparable in scope and client focus.
• Grant & Eisenhofer: Grant & Eisenhofer is a leading shareholder litigation boutique specializing in securities class actions, derivative suits, and M&A litigation, particularly for institutional investors — directly comparable to Julie & Holleman's boutique model and case mix.
• Scott+Scott Attorneys at Law: Scott+Scott is a shareholder rights and securities litigation boutique handling securities class actions and corporate governance matters — comparable to Julie & Holleman in scale and practice focus.
• Saxena White P.A. Saxena White is a securities class action boutique specializing in representing investors in fraud cases and derivative actions — overlapping directly with Julie & Holleman's securities fraud and derivative practice areas.
• Cohen Milstein Sellers & Toll: Cohen Milstein is a prominent plaintiffs' firm with deep practices in securities, antitrust, and corporate governance litigation — comparable in representing shareholders in complex litigation and class actions.
• Glancy Prongay & Murray: Glancy Prongay & Murray is a securities class action boutique focused on shareholder litigation — directly comparable to Julie & Holleman in core practice areas, client type, and contingency-fee business model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/about

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Julie & Holleman