Structuring and Negotiating Roll-over Equity
September 13, 2016

11:30am to 1:30pm (lunch included)
The Conference Center at UBS Tower
2nd floor
One North Wacker Drive

Who Should Attend:

  • Private Equity investors who want to deepen their understanding how to best structure rollover equity to minimize tax issues.

Key Topics

  • Tax consequences of using LLCs v C Corporations (i.e., tax-free rollovers)
  • Negotiating Preferred v. Common Stock & Shareholder or Member Rights and Obligations
  • Employment Agreements and Non-competition Covenants

Member Only event - REGISTER HERE!

Saul E. Rudo of Katten Muchin Rosenman LLP is the national head of Katten's Tax Planning practice.  Saul concentrates his practice in the area of tax and corporate planning for private equity, venture capital, mergers and acquisitions (M&A), and international transactions, and in investment and management compensation arrangements.
Steve Jarmel is the founder of Periscope Equity and oversees the day-to-day activities of the firm. He focuses on sourcing and execution of transactions and collaborating with management teams. Steve has spent his entire career working with tech-enabled business services companies, serving as an investor and board member after working in investment banking and holding operational roles.

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