Navigating Tax-Deferred Equity Rollovers
Presented By: Kreischer Miller / Stradley Ronon Stevens & Young
Dive into the complexities of tax-deferred equity rollovers in M&A transactions, especially with PE-backed buyers. This panel will cover legal, business, and tax considerations, highlighting key strategies for sellers to maximize benefits while minimizing risks. Gain insights on structuring deals, negotiating terms, and ensuring a smooth transition during the sale process.
Moderator:
Partner
Stradley Ronon Stevens & Young
Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.
Panelists:
Founder & President; Former CEO & Founder
Catemer Inc.; Gelest Inc.
Dr. Arkles has a record of accomplishment in applied materials science, surface chemistry and biotechnology both from the innovation and managerial perspective that can be noted in contributions to a variety of applications including thermoplastic composites, the NASA Space Shuttle, Contact Lenses, interlayer dielectrics and metallization used in integrated semiconductor devices, and Gene Chips for DNA array analysis. Today the companies that he founded or co-founded generate nearly $1 billion in annual revenue.
President & CEO
Mini Melts Ice Cream
Dan Kilcoyne is the President/CEO of Mini Melts Ice Cream. A business that traces its roots to a his families garage in Northeast Philly. Kilcoyne started the business in 2004 and has grown the brand to thousands of locations nationally. The company has its manufacturing facility located in New England and has 25 company operated distribution centers throughout the US. Kilcoyne has been named most trusted CEOs in the Philadelphia area and the company has been awarded Bain and Co. Insurgent Brands Award for 2023 and 2024.
Tax Director
Kreischer Miller
Brian has a wide range of experience providing domestic and international tax planning and compliance services to a variety of middle market companies and entrepreneurial businesses in a number of industries, including manufacturing, distribution, media, real estate, financial, and professional services. He has also assisted companies with business transactions, including mergers, acquisitions and transition planning.
Partner
Stradley Ronon Stevens & Young LLP
Kenneth Wang is a partner in the tax department of Stradley Ronon Stevens & Young. Kenneth uses his many years of experience in both private practice and in-house tax departments for Fortune 200 companies to counsel clients on all aspects of U.S. tax law, including mergers and acquisitions, partnerships and joint ventures, fund formation, financing transactions, real estate transactions, business restructurings and reorganizations and international tax.