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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.
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- Tax (private company acquisitions) Q&A: United States - Thomson Reuters Practical Law (March 31, 2021)
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- 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)
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joshua.milgrim@dechert.com
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+1 212 641 5659
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+1 212 698 3599
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Office
New York
Three Bryant Park, 1095 Avenue of the Americas, New York, NY, United States of America 10036-6797-
+1 212 641 5659
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+1 212 698 3599
Education
- 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
Admission
- New York