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Financial Services

Business combination of Certegy Inc. and Fidelity National Information Services Inc.
Represented Certegy Inc., a major publicly held credit card and check verification company, in its $4.5 billion merger with Fidelity National more
Employee benefit representation for a global leader in information solutions
Represented a global leader in information solutions with regard to the design, implementation and administration of its qualified benefit plans. more

Technology

Business combination of Certegy Inc. and Fidelity National Information Services Inc.
Represented Certegy Inc., a major publicly held credit card and check verification company, in its $4.5 billion merger with Fidelity National more

 

Acquisition of General Electric's Hydro Equipment Business
Represented Andritz AG in the acquisition of the hydro power equipment business of General Electric, including GE’s majority interest in GE Hydro more
Employee benefits for Acuity Brands Inc. subsidiary spin off
Advised Acuity Brands Inc., one of the world's leading providers of lighting fixtures, with respect to executive compensation and employee benefit more Featured
Strategic acquisition for Equifax, Inc.
Represented Equifax, Inc., one of the United States' largest credit reporting agencies, in its $1.4 billion acquisition of publicly held TALX more
IRS examinations of 401(k) and other retirement plans
Represented employers with respect to IRS examinations of 401(k) and other types of retirement plans. more
U.S. Tax Court action on taxation of real estate professional and related businesses
Represented real estate developer and related real estate businesses against IRS challenge of grouping of real estate activities, material more
U.S. Tax Court action on AMT & qualified plans contribution
Represented taxpayers in IRS challenge of contributions to retirement plan by company and assertion of alternative minimum tax liability. IRS fully more
Retirement plan and ERISA advice for numerous employers
Representing numerous employers regarding the design, implementation and administration of all types of qualified retirement plans, including more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Retirement Income Plans

Experience Highlights

Executive compensation and employee benefits matters for a Philadelphia holding company
Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a more
Employee benefits for Acuity Brands Inc. subsidiary spin off
Advised Acuity Brands Inc., one of the world's leading providers of lighting fixtures, with respect to executive compensation and employee benefit more
IRS employee plans compliance audit for a Fortune 500 fast food operator
Represented a Fortune 500 fast food operator regarding the successful IRS employee plans compliance audit of its 401(k) and pension plans. more

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