Cases
Representative Matters: Represented iAnthus Capital Holdings, Inc. (CSE: IAN
OTCQX: ITHUF) in its acquisition of CBD For Life, a top-ranked producer of innovative CBD-infused wellness, self-care,
beauty products.
Provide ongoing counsel to the largest telecommunications provider (NYSE-traded) in the U.S. with respect to defined-benefit pension plan administration (single-employer plans
multi-employer plans), including participant communications related to employee benefit plans,
an entire redraft of defined-benefit pension plans
subsequent submission to IRS for favorable determination letter rulings.
Represent the largest software-solutions company (NYSE-traded) with respect to all aspects of executive compensation agreements, 401(k) plan compliance
health
welfare plan compliance. Provide support with respect to all areas
issues arising out of hiring
termination of executives, including, but not limited to, the interaction with the individual executive incentive plans. Assisted in the redesign, amendment
restatement of all executive compensation programs
plans. Provide day-to-day assistance with respect to the ongoing qualification of the 401(k) plan. Provide day-to-day assistance with all aspects of the plan, including but not limited to COBRA, plan-document compliance
regulatory compliance.
Represent one of the largest U.S. investment banking firms (NYSE-traded) with respect to the bank's provision of trust
fiduciary services to employee benefit plans
employee benefits-related insurance products.
Represented Unilife Corp. (NASDAQ: UNIS / ASX: UNS) in connection with its announced effort to seek strategic alternatives, culminating in a strategic collaboration with Amgen Inc. (NASDAQ: AMGN) for Unilife's wearable injectable drug delivery systems to use with Amgen's biologics
other medicines. The deal provides Unilife with investments of up to $90 million from Amgen
restructures Unilife's existing debt with OrbiMed.
Counsel to publicly-traded pharmaceutical company in connection with acquisition by international biopharmaceutical company
associated parachute payment issues under Code Section 280G.
Represents large family
ESOP-owned company with respect to day-to-day ESOP plan compliance.
Represents large family
ESOP-owned company with respect to termination of ESOP
redemption of company stock from ESOP.
Represent an ESOP-owned information-technology
consulting solutions
services company with respect to day-to-day ESOP plan compliance. Provide day-to-day assistance with respect to the ongoing qualification of the ESOP.
Represented Clarion Capital Partners
its portfolio company, HR Outsourcing Holdings, Inc., a professional employer organization based in Atlanta, Georgia, in the acquisition of the outst
ing capital stock of Fortune Financial, Inc., another professional employer organization based in Tampa, Florida, as well as the related financing transaction.
Counsel to a large manufacturing company (NYSE-traded) with respect to all aspects of employee benefits, including multiple defined-benefit pension plans, 401(k) plan, employer stock issues related to 401(k) plan, self-funded health
welfare plans, assisted on the redesign of pension plans including multiple plan freezes
plan mergers, recently amended
restated plans for design changes
IRS submission.
Counsel to a large medical device company (NASDAQ-traded) with respect to all aspects of executive compensation
employee benefits, including multiple pension plans, 401(k) plan, employer stock issues related to 401(k) plan, self-funded health
welfare plans, restructuring of executive deferral
supplemental retirement programs
related rabbi trusts for compliance with Internal Revenue Code Section 409A, management of QDRO outsourcing, executive employment
severance agreements, stock-option-plan compliance, recently amended
restated plans for design changes
IRS submission.
