• Examples of the types of matters on which Mr. Milgrim has advised include:

    • Engineering domestic and cross-border acquisition and disposition structures for numerous private equity groups.
    • Advising on restructurings and bankruptcies for lenders, partnerships, and corporate debtors.
    • Representing various multinational corporations in cross-border acquisitions and international operating and holding structures.
    • Structuring various investment funds (e.g., distressed debt, private equity, real estate) marketed to global investors.
    • Forming and restructuring numerous operating joint ventures and investment funds for partners/investors in multiple jurisdictions, which were designed to operate in and invest in multiple tax jurisdictions.
    • Advising high net worth individuals on income tax planning strategies.

    Examples of matters Mr. Milgrim has recently provided tax advice on include representing:

    • Lexmark International, Inc., a global imaging leader, in the sale of its Enterprise Software business to Thoma Bravo.
    • Public Pension Capital (PPC) in connection with its acquisition of Viteos Fund Services, a leading provider of middle- and back-office technology and services for the investment management industry.
    • Triumph Capital Advisors, LLC in its acquisition by Pine Brook, an investment firm focused on building businesses in the financial services and energy sectors.
    • Grupo Mexico SAB de CV’s transportation business unit, GMéxico Transportes S.A. de C.V, in its acquisition of the Florida East Coast Railway Holdings Corp, a freight transportation business headquartered in Coral Gables, Florida.
    • Ipsen S.A. (Euronext: IPN; ADR: IPSEY) in connection with its cross-border acquisition of global oncology assets from Merrimack Pharmaceuticals (NASDAQ: MACK) for up to US$1 billion.
    • Children’s Dental Group, in its acquisition of eight of its offices across California by Western Dental, a portfolio company of New Mountain Capital and one of the nation’s largest dental providers.
    • Bruckmann, Rosser, Sherrill & Co. in its investment in Eos Fitness LLC.
    • Graham Partners in its acquisitions of OptConnect, LLC, EasyPak, LLC, Tray-Pak Corporation, BrightPet Nutrition Group, Mitten Inc., Henry Company, Hemasource Holdings, LLC, Tidel Engineering, L.P., and the assets of Universal Cold Storage, LLC and Universal Pasteurization Company, LLC.
    • Line-X Holdings, a portfolio company of Graham Partners, in connection with its acquisitions of Ground Effects Ltd. and American Aftermarket Group LLC.
    • The Atlas Group, a portfolio company of Graham Partners, in connection with its acquisition of Brenner Aerostructures, LLC.
    • Eberle Design, Inc., a portfolio company of Graham Partners, in connection with its acquisition of substantially all of the assets of Reno Agriculture & Electronics and certain real estate owned by its affiliate.
    • Henry Company LLC, a portfolio company of Graham Partners, in connection with its acquisition of substantially all the assets of West Development Group, LLC.
    • B&B Electronics Manufacturing Company, a portfolio company of Graham Partners, in connection with its acquisition of substantially all of the assets of IMC Networks Corp. and its acquisition of Conel, s.r.o.
    • Mitten Inc., a portfolio company of Graham Partners, in connection with the sale of its to Ply Gem Industries, Inc.
    • Eberle Design, Inc., a portfolio company of Graham Partners, and its wholly-owned subsidiary Reno A&E, LLC in its sale to Brazos Private Equity Partners, LLC.
    • Strata Products Worldwide, LLC and Strata Proximity Systems, LLC, portfolio companies of Graham Partners, in the sale to Wingate Partners.
    • Innovative XCessories & Services LLC, the parent of Line-X and Ground Effects and a portfolio company of Graham Partners, in its sale to Olympus Partners.
    • The special committee of independent directors of Steiner Leisure Limited (NASDAQ: STNR), in connection with the sale of Steiner Leisure to an affiliate of Catterton, a private equity sponsor, for US$65 per share.
    • Egalet Corporation (NASDAQ: EGLT), in connection with its public offerings and financings.
    • Johnson & Johnson Innovation in various biotech investments.
    • Poxel SA (ticker symbol: POXEL), an independent French biopharmaceutical company, in the listing of its shares on the regulated market of Euronext in Paris.
    • Shermen WSC Acquisition Corp., a special-purpose acquisition company (SPAC), in its US$268 million acquisition of the Westway bulk liquid storage and liquid animal supplement businesses of ED&F Man Holdings Limited.
    • Affiliates of Versa Capital Management, Inc. in the acquisition of Canada-based Allen-Vanguard Corporation (TSX: VRS) and the acquisitions of Ohio Community Media, Freedom Central and Heartland and the formation of Civitas Media, LLC.
    • Affiliates of Versa Capital Management, Inc. in connection with the sale of one of its portfolio companies, Brite-Line Technologies, LLC.
    • Kofax Limited (NASDAQ: KFX), in its incorporation in Bermuda and listing on the London Stock Exchange and a listing on the NASDAQ Global Select Market.
    • Kofax Limited (NASDAQ: KFX) in its sale to Lexmark, for US$11.00 per share.
    • Kofax plc in connection with its acquisitions of Kapow Technologies Holdings, Inc., Altosoft Corporation, and SoftPro GmbH.
    • Centre Partners Management LLC, in the sale of its portfolio company Monte Nido Holdings LLC to Levine Leichtman Capital Partners.
    • Centre Partners Management LLC and its related funds in the sale of their portfolio company, Ross Aviation, LLC to Landmark Aviation, a portfolio company of the Carlyle Group.
    • Connors Bros., L.P., a portfolio company of Centre Partners Management, in its US$980 million sale to affiliates of Lion Capital, of its operating subsidiaries comprising the largest branded seafood company in North America, including leading brands such as Bumble Bee® and Clover Leaf®, and affiliates of Centre Partners in the prior US$600 million acquisition of Connors Bros. Income Fund.
    • Gray Energy Investors, LLC, a portfolio company of Centre Partners Management, in connection with the US$157.5 million sale of Gray Wireline, a Texas-based energy services company, to Seawell Limited (OSE: SEAW), a Norwegian publicly traded company.

     

    • Brandeis University, B.A., 2000
    • Fordham University School of Law, J.D., 2003, member of the Fordham Law Review
    • New York University School of Law, LL.M., 2007
    • New York
    • Effective Tax and Accounting Practices for Hedge Funds and Private Equity Funds — Financial Research Associates, New York, NY (November 10, 2017)
    • President Trump's Potential Impact on Business — ACC GNY Signature CLE Program, New York, NY (March 21, 2017)
    • Trump Administration’s Potential Impact on M&A — Practising Law Institute, New York, NY (February 28, 2017)