Structuring M&A and Private Equity Transactions Involving ESOPs

Mr. Johanson assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, ESOPs, ESOP transactions, mergers and acquisitions and related tax planning, and business succession and estate planning. He defends ERISA fiduciaries, plan sponsors, selling shareholders, and investment advisers in ERISA litigation matters involving ESOPs and business transactions in federal and state courts throughout the country in a wide range of controversies covering ERISA fiduciary responsibilities, ESOP valuation disputes, disclosure obligations, investment issues, and tax matters. He has extensive experience in negotiating ESOP, ERISA, and other issues with government regulatory agencies and in representing ERISA fiduciaries in litigation. Recognized nationally for his experience and expertise in the ESOP and executive compensation field, he is a past chair of the legislative and regulatory advisory committee of The ESOP Association. 

Mr. Jacob is engaged in general corporate practice, including various aspects of private merger, acquisition, divestiture and employee benefit matters. His practice also includes secured and unsecured lending transactions, asset securitization and structured finance, ESOP loans, initial debt and equity offerings, primary and secondary debt offerings, corporate reorganizations and restructuring, joint ventures and syndicated commercial financing transactions.

Ms. Mayer represents traditional and non-traditional lenders in structuring complex financing arrangements and concentrates her corporate practice on mergers, acquisitions, and general corporate matters. As trusted counsel, she helps clients navigate a variety of business, lending, and commercial transactions. Ms. Mayer represents commercial lending institutions and entities of all sizes, forming connections with each client to learn how to serve their individual needs. Armed with diverse experience and knowledge, whether it is a merger, acquisition, corporate governance issue, lending question, or matter related to Employee Stock Ownership Plans (ESOP), she is equipped to assist.