Representation of Management Team Interests in Rollover Transactions

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In a rollover transaction involving a portfolio company, its management team plays a unique, but critical role. With equity stakes, tax treatment, and alignment of interests on the line, the guidance of experienced counsel can be pivotal to a successful transaction.

Practice-Areas---Corporate---Mergers-Acquisitions---Content---Let's-call-it-a-deal

McLane Middleton’s team of experienced transaction attorneys has extensive experience representing management interests in rollover transactions. We have represented many management teams through the initial transaction process and subsequent follow-on transactions.

We understand the dynamics and pace involved in these transactions and have the resources and experience needed to assist management teams regarding:

  • Negotiation of new executive employment agreements
  • Design/review of equity incentive plans (e.g., profits interest plans) and phantom equity plans
  • Governance rights and related special incentive deals
  • Management’s equity rollover to new company

Our collaborative approach leverages the experience of our corporate, employment, tax, and employee benefits attorneys to develop practical strategies that keep the management team’s best interests in mind.

Tule Mike 600 x 600

For additional information, contact Michael Tule, chair of the firm's Corporate Department.

Contact McLane Middleton about our Management Interests Practice