Overview
Partner in M&A and Securities Group and Employment & Employee Benefits Group. Advises on a broad range of executive compensation and employee benefits matters, including the associated tax, securities, corporate, employment and labor issues.
Ian routinely:
- Advises private and public companies, in particular private equity sponsors, regarding executive compensation and employee benefits issues arising in mergers and acquisitions, initial public offerings, joint ventures and other transactions
- Represents executives and management teams in negotiating employment and incentive compensation, particularly in connection with corporate transactions
- Advises clients as to the design and establishment of virtually all types of executive compensation, equity, deferred compensation and other benefit arrangements
- Advises companies and their boards regarding governance and disclosure requirements
- Represents lenders and borrowers in various corporate financing transactions
- Structures private equity and hedge funds and other investments in compliance with ERISA
Ian is recognized as a leading employee benefits lawyer by Chambers USA, The Legal 500 US, New York Super Lawyers and Best Lawyers.
Chambers USA describes Ian as “highly experienced in advising clients on the benefit and executive compensation issues associated with various business transactions” and noted that clients regard Ian as “very proactive” and “an excellent lawyer with strong technical knowledge.”
The Legal 500 US has noted that he “operates at a very high level across many areas, but brings a particularly unique set of skills to ERISA Title I matters in his representation of private investment funds.”
Ian serves as chair of the Advisory Board and as a member and former chair of the Center for Transactional Law and Practice Advisory Board at the Emory University School of Law. He also serves as an adjunct professor at New York Law School and Emory University School of Law.
Results
- Mill Point Capital in its acquisition of the commercial refrigeration and foodservice equipment businesses of Fomento Económico Mexicano, S.A.B. de C.V. (NYSE: FMX)
- MGG Investment Group in the sale of a majority stake in MGG and its affiliates to Conning & Company, a subsidiary of Generali Investments, for $320M
- Mill Point Capital in its partnership with Proficium, Inc., a leading manufacturer of innovative products for commercial artificial intelligence infrastructures, hyperscale data centers and enterprise companies
- Soros Fund Management in a consortium’s $82.5M acquisition of BuzzFeed’s First We Feast, the production company behind the popular interview show “Hot Ones”
- Mill Point Capital in its acquisition of Seviroli Foods, Inc., a leading manufacturer of frozen pasta and other food products, and Vertullo Imports LLC, a leading specialty food importer
- Mill Point Capital and Seviroli Foods in their carve-out acquisition of the Italian food products portfolio of Ajinomoto Foods North America, Inc.
- Mill Point Capital in its carve-out acquisition of CrashPlan Group, a leading provider of cloud-based endpoint data backup and recovery software, from Code42 Software
- AS Birch Grove in its sale to Third Point LLC
- Velocity Clearing, a technology-driven, self-clearing broker/dealer, and its investors in an acquisition of a 75% stake by Hanwha Life Co., Ltd
- Lovell Minnick Partners in growth investment in S&S Health
- Lovell Minnick Partners in sale of National Auto Care to APCO Holdings, LLC, a portfolio company of Ontario Teachers’ Pension Plan
- WindAcre Partnership in investment in Nielsen Acquisition
- Czech Asset Management, L.P. in connection with Voya Financial’s acquisition of Czech Asset Management
- Associated Materials in its acquisition by funds managed by SVPGLOBAL
- XS Acquisition Portfolio LLC, an affiliate of Axar Capital Management LP, in a definitive arrangement agreement to acquire and take private XS Financial Inc.
- Executives of large publicly-traded private equity firm in connection with the negotiation of new employment arrangements and grant of equity awards
- CEO of a private company relating to a new employment agreement and equity rollover in connection with the sale of the company
- CEO-founder and other senior leadership team members of a Silicon Valley healthcare-focused company relating to new employment agreements on the acquisition of a majority stake by a private equity firm
- COO of NYSE-listed REIT on possible golden parachute issues arising from the REIT’s merger and new role at NYSE-listed spin-off
- Management team of a private equity portfolio company on the negotiation of a new equity incentive plan
- CarVal Investors L.P. in connection with AllianceBernstein’s acquisition of CarVal
- Veritas Capital in connection with its acquisition of Northrop Grumman’s Federal IT and Mission Support Services Business
- Veritas Capital in connection with its acquisition of Campus Management and Edcentric
- Cerberus and its portfolio company DynCorp International in connection with the sale of DynCorp to Amentum Holdings
- Veritas Capital in connection with its acquisition of DXC Technology’s US State and Local Health and Human Services Business
- Veritas Capital and its portfolio company Cambium Learning Group in connection with Cambium’s acquisition of Rosetta Stone
- Oak Hill Advisors in connection with the recapitalization of Associated Materials
- Albertsons Companies in connection with its initial public offering
- Senior Secured Noteholders in connection with a financial restructuring plan for Pace Industries
- Albertsons Companies in connection with Apollo Global Management, Inc.’s preferred equity investment in Albertsons
- Keane Group in connection with its merger with C&J Energy Services
- Cerberus in connection with its acquisition of Closure Systems from Reynolds Group
- Cerberus in connection with its acquisition of Off Lease Only
- Veritas Capital and its portfolio company Guidehouse in connection with Guidehouse’s acquisition of Navigant Consulting
- Veritas Capital and its portfolio company Cambium Learning Group in connection with Cambium’s acquisition of the AIR Assessment Division of the American Institutes for Research
- WMLP Secured Lenders in connection with its acquisition of Kemmerer coal mine and certain other assets in Westmoreland Bankruptcy Cases
- Veritas Capital and its portfolio company API Healthcare in connection with the sale of API Healthcare to Symplr
- Murray Energy Corporation joint venture in its acquisition of Mission Coal’s Oak Grove, Seminole Alabama and Maple Eagle mining complexes
- GCP Capital Partners and Transfast in connection with the sale of Transfast to Mastercard
- Veritas Capital and its portfolio company Virence Health in connection with Virence’s acquisition of athenahealth
- Marlin Equity Partners and its portfolio company Tangoe in connection with Tangoe’s acquisition of MOBI Wireless Management
- Veritas Capital in its acquisition of Cambium Learning Group
- Pamplona Capital Management in its sale of its portfolio company BBB Industries to Genstar Capital
- Priority Holdings LLC in connection with its combination with M I Acquisitions Inc., a special-purpose acquisition company
- Cerberus and TCW in connection with their acquisition of Patriot Service (now known as Carrier & Technology Solutions) through a Chapter 11 plan of reorganization
- Veritas Capital and affiliates in a “Reverse Morris Trust” transaction and merger with DXC Technology’s US Public Sector Business to form Perspecta, Inc.
- Veritas Capital in connection with its acquisition of GE Healthcare’s Enterprise Financial Management (Revenue-Cycle, Centricity Business), Ambulatory Care Management (Centricity Practice Solution) and Workforce Management (formerly API Healthcare) assets
- Veritas Capital in connection with its acquisition of PricewaterhouseCoopers’ US public sector business
- Marlin Equity Partners in connection with its acquisition of Bazaarvoice Inc.
- Cerberus in connection with its acquisition of certain assets of Club Exploria LLC and Club Exploria Resorts
- Marlin Equity Partners in its sale of OnX Enterprise Solutions to Cincinnati Bell Inc.
- Keane Group in connection with its acquisition of RockPile Energy Services
- Marlin Equity Partners in connection with its acquisition of Tangoe
- Keane Group in connection with its initial public offering
- Albert Fried & Company in connection with its acquisition by TD Securities
- Cerberus in connection with its acquisition of ABC Group Inc.
- Albertsons Companies in connection with its acquisition of 29 Haggen’s Grocery Stores
- Castle Harlan in connection with its sale of its portfolio company Baker & Taylor to Follett Corporation
- Veritas Capital in connection with the sale of its portfolio company Truven Health Analytics to IBM Watson Health
- Liberty Hall Capital Partners in connection with its acquisition of Bromford Industries
- Liberty Hall Capital Partners in connection with its acquisition of AIM Aerospace
- Home Meridian International in its sale to Hooker Furniture Corporation
- Keane Group in connection with its acquisition of a majority of the US assets of Trican Well Service Ltd.
- Veritas Capital in connection with its acquisition of Alion Science and Technology Corporation
- Liberty Hall Capital Partners in connection with its acquisition of La Croix Industries
- Orchard Brands Corporation in connection with its acquisition by Bluestem Group Inc.
- Tiptree Financial in connection with its acquisition of Reliance First Capital
- Marlin Equity Partners in connection with its acquisition of Fidelis Cybersecurity Solutions
- Albertsons Companies in connection with its acquisition of Safeway Inc.
Recognitions
- Chambers USA
- The Legal 500 US
- New York Super Lawyers
- The Best Lawyers in America
Community
- Chair, Emory Law Advisory Board
- Chair, Emory Law School’s Center for Transactional Law and Practice Advisory Board
Credentials
Education
New York University School of Law, LLM
Emory University School of Law, JD
Union College, BA
Admissions
New York
Connecticut
Georgia