Joshua Milgrim

Joshua Milgrim, chair of the global tax group, focuses his practice on the tax aspects of complex public and private mergers and acquisitions, both domestic and cross-border. He also advises clients on joint ventures, business structuring, securities offerings, financing transactions, and debt restructurings and workouts. In addition, Mr. Milgrim represents private investment funds and sponsors in the formation of investment management companies.

Mr. Milgrim advises both U.S. and non-U.S. investors and businesses regarding the U.S. tax consequences of their investments and business activities. He works closely with our corporate, finance, and restructuring teams, representing private equity firms and their portfolio companies, investment management companies, private investment funds, as well as advising both public and closely held companies.

Mr. Milgrim is ranked as a leading tax lawyer in New York in the 2022 edition of Chambers USA. He is also a recommended lawyer for International tax and US: non-contentious tax in The Legal 500 US. Mr. Milgrim has also been ranked as a New York Metro “Rising Star” by Super Lawyers in its 2011 – 2018 editions, and was recognized in the 2014 Tax Director's Handbook in the United States - Leading tax law firms: International tax category.

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.

Joshua Milgrim

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