Overview
Kathleen O’Brien is of counsel in Montgomery McCracken’s Business Department. Her practice includes general corporate, finance and banking, mergers and acquisitions, and closely held businesses.
Katie counsels financial institutions on commercial lending transactions, and advises individuals and business owners on entity formation, shareholder and partner issues, governance, and acquisitions and divestitures.
In Depth
Kathleen O'Brien serves as of counsel in Montgomery McCracken’s Business Department. Katie’s practice includes general corporate, finance and banking, mergers and acquisitions, and closely-held businesses. She counsels financial institutions on commercial lending transactions and individuals and business owners on a wide range of corporate matters including entity formation, shareholder and partner issues, governance, and acquisition and divestiture.
Katie received her J.D. degree from the University of Pennsylvania Carey Law School. During her law school career, she served as the director of the Government Policy Research Unit, which provided consulting services in law and policy development to nonprofit organizations and government agencies. She also completed an internship at the Center for Law and Social Policy in Washington, D.C.
Katie received her B.S. degree, with honors, in Psychology and Education from the University of Pennsylvania in Philadelphia, Pennsylvania, where she was a member of the General Honors Program. She was elected to the Mortar Board Honor Society and recognized as a Benjamin Franklin Scholar. She earned an M.Ed. degree in Counseling and School Psychology from Boston College in Chestnut Hill, Massachusetts.
How Kathleen Helps
- General corporate counsel
- Commercial lending transactions
- Mergers and acquisitions
- Closely held businesses
- Entity formation and governance
- Shareholder and partner issues
The Record
Credentials
Admitted to Practice
- Pennsylvania
Selected Speaking Engagements
- October 2011 Speaker “Selling Your Business – Develop the 5-Year Plan” First Niagara Bank’s Executive Forum
- Lecturer “Counseling Small Businesses”, Small Business Association Conference for Women Business Owners
- Lecturer American Law Institute’s Televised Seminar Programs
Selected Publications
- November 2021 Mentioned “Women of Distinction Awards Alumni Collections” The Philadelphia Business Journal
- Author Business Law Volume, West Publishing Pennsylvania Practice Series
- As a lecturer for the Pennsylvania Bar Institute on setting up business corporations, Katie has co-authored a book on the subject
Honors & Awards
- Recipient, Philadelphia Bar Association’s Dennis H. Replansky Memorial Award
- Recipient, Advocate for Women’s Business Award from the Philadelphia Chamber of Commerce in recognition of her work with women business owners
- Recipient, National Association of Women Business Owners’ Women to Watch and Public Policy Advocate Awards
- Recipient, Philadelphia Business Journal‘s Women of Distinction Award
- Named one of the Fifty Best Women in Business in Pennsylvania
- Named SBA Champion of the Year for Women in Business by both the Philadelphia District and Region III of the Small Business Administration Award
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Professional Activities
- Member, Philadelphia Bar Association
Community Involvement
- Former President and Member of the Board of Directors, The Forum of Executive Women
- Former Chair of the Board, Child Care Matters
- Former Member, Philadelphia Mayor’s Task Force on Tax Reform and Economic Competitiveness
Education
Law School
- University of Pennsylvania Carey Law School
Undergraduate School
- University of Pennsylvania
Insights
Shared Thinking
Talk With Kathleen
Philadelphia 215-772-7288 kobrien@mmwr.com