Representative Experience
    • Represented an ESOP trustee in the purchase of 100% of the stock of an Alabama-based government contractor following a corporate redemption at an aggregate transaction price of $130 million.

      Represented the nation's largest producer of construction aggregates in acquisitions involving defined benefit and defined contribution plans.

      Represented the trustee of an ESOP in the sale of a $60 million manufacturing facility.

      Represented a telecommunications company in a $70 million ESOP transaction.

      Represented the trustee of an ESOP in the purchase of a minority interest in a technology advisory firm.

      Represented the trustee of an ESOP in the sale of a minority interest in an insurance brokerage firm as part of a $189 million transaction.

      Represented a government contractor in a second-stage ESOP transaction involving a later transfer of funds from a 401(k) plan.

      Represented an agricultural products company in a sale to an ESOP for $160 million.

      Represented other government contractors in ESOP transactions ranging from $20 million to $100 million.

      Represented multi-state hospital companies regarding employee benefits issues in mergers and acquisitions.

      Represented lenders in various ESOP transactions, including an engineering company, an oil and gas company, and a physician group.

      Represented an aviation company in connection with a stock sale and issues regarding multi-employer plans.

      Represented a publicly traded poultry processing company in maintenance of defined contribution plan and an ESOP.

      Represented a publicly traded manufacturing company regarding transfer and assumption of defined benefit plan obligations.

      Represented small and large employers in Department of Labor and Internal Revenue Service investigations and audits.

      Design and restatements of multiple deferred compensation arrangements for both publicly traded and privately held companies.

      Represented administrative committee of one of the largest U.S. public retirement systems.