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Cool Compensation Considerations for the Private Company 2020: Pay, Performance and Perspectives


Speaker(s): Alexandra Alperovich, Alicia C. McCarthy, Andrew L. Oringer, Arthur H. Kohn, Courtney H. Benenson, David Lewin, Ph.D., Erin Bass-Goldberg, Gregory T. Grogan, Heather L. Coleman, Henrik Patel, Jonathan F. Lewis, Kyoko Takahashi Lin, Laurence Wagman, Marissa J. Holob, Martha N. Steinman, Paul J. Wessel, Rohit A. Nafday, Steve Rimmer, Steven W. Rabitz
Recorded on: Jan. 14, 2020
PLI Program #: 278906

Alicia C. McCarthy is Counsel in the Executive Compensation and Benefits Department at Wachtell Lipton.  Ms. McCarthy advises clients with respect to executive compensation and employee benefit matters involving mergers and acquisitions, spin-offs, joint ventures, financings, litigation as well as plan compliance.  Her experience includes ERISA’s fiduciary rules and the investment of plan assets with an extensive background representing financial institutions, fund sponsors and ERISA investors.  She also advises on executive compensation matters including performance-based compensation plans, nonqualified pension plans, and employment, severance and change in control agreements.

Ms. McCarthy chairs the Committee of Employee Benefits and Executive Compensation of the Association of the Bar of the City of New York.  She speaks frequently on executive compensation and ERISA topics for the Practicing Law Institute where she co-chairs the ERISA Investment Fiduciary Basics program.  She is the recipient of the Pro Bono Publico Award (2010, 2011 and 2014) for her services to The Legal Aid Society.  She is also recognized in Best Lawyers of America (2012-2021) in Employee Benefits (ERISA) law and New York Super Lawyers (2013-2020).  She recently co-authored the articles “DOL Proposes New Rules Regulating ESG,” The Harvard Law School Forum on Corporate Governance and Financial Regulation (July 7, 2020) and “Sun Capital Redux:  Private Equity and Pension Liability,” The Harvard Law School Forum on Corporate Governance and Financial Regulation (April 5, 2016).

Ms. McCarthy received her B.A. in 1981 from Georgetown University and her J.D. cum laude in 1984 from Brooklyn Law School, where she was a member of the Journal of International Law.


Allie Alperovich advises companies, investors, fund sponsors and executives on complex executive compensation, benefits and ERISA issues. Her practice focuses on the benefits and executive compensation aspects of mergers and acquisitions, as well as ongoing executive compensation matters for both companies and executives.

Allie’s experience spans a wide range of industries, with particular emphasis on the health care and industrial sectors.

Allie also advises companies on all aspects of the design, compliance and administration of their executive compensation and employee benefits arrangements, drawing on her extensive experience with respect to qualified and nonqualified benefits plans, ERISA fiduciary issues, and other benefits matters.


Andrew L. Oringer is a partner and the co-chair of the Employee Benefits and Executive Compensation Group at Dechert LLP.  He is the co-chair of the Employee Benefits Committee of the American Bar Association’s Business Section, Emerging Issues Coordinator of the Employee Benefits Committee of the American Bar Association’s Section of Taxation and chair of the New York State Bar Association Committee on Attorney Professionalism.  Mr. Oringer is a charter member of the Practical Law Employee Benefits and Executive Compensation Advisory Board and was a long-standing member of the Advisory Board for the Bloomberg BNA Benefits Resource Practice Center and for the Tax Management Compensation Planning Journal.  He is a Fellow of the American College of Employee Benefits Counsel, a Senior Fellow from Practice for the Regulatory Compliance Association and an adjunct professor at the Maurice A. Deane Law School at Hofstra University.  He is co-editor of a leading treatise on ERISA fiduciary law and has authored two of its chapters, and has authored a chapter in a leading treatise on the taxation of nonqualified deferred compensation and.  Mr. Oringer is highly rated by a number of key ranking organizations, has been repeatedly included in a widely disseminated list of the Top 100 lawyers in New York City across all practice areas and is a member of The Legal 500 Hall of Fame.


Arthur Kohn is General Counsel – ERISA, Compensation and Benefits at Citigroup.  Prior to joining Citigroup, Arthur was a partner at Cleary Gottlieb Steen and Hamilton LLP. His practice focused on compensation and benefits matters, including executive compensation, pension compliance and investment, employment law and related matters.

He repeatedly has been recognized for his work on behalf of clients by the business and legal press, including Best Lawyers, which named him its 2014 New York Employee Benefits (ERISA) Lawyer of the Year. He has also been recognized for his work in employee benefits and executive compensation law by Chambers USA, The Legal 500, Super Lawyers of New York and others.

He is frequently invited to speak about executive compensation, taxation and corporate governance matters across the United States. Arthur is an adjunct professor at New York University School of Law and a regular guest lecturer at Columbia Law School.

Arthur received a B.A. from Columbia University and a J.D. from Columbia Law School, where he was admitted into the Accelerated Interdisciplinary Legal Education program, was appointed a Harlan Fiske Scholar and received Phi Beta Kappa honors.


Courtney H. Benenson is a Managing Director of LB&Co.  Prior to joining the firm in early 2011, Ms. Benenson was a marketing and strategy executive, most recently with American Express and earlier with the Women’s National Basketball Association and Madison Square Garden.  Her professional experience has extended to all aspects of marketing, customer experience and strategy development and implementation.  She has worked with clients and strategic partners across multiple industries, including financial services, sports, entertainment, insurance, food and beverage, digital strategy, and wireless industries, among others.

Since joining LB&Co., Ms. Benenson has served several clients including Alcoholics Anonymous World Services, Inc., Advanced Emissions Solutions, Inc., American Optical Services, American Tire Distributors, Inc., Arch Coal, Inc., Bluestem Brands, Inc., Broadview Networks, C&D Technologies, Inc., Cardiovascular Systems, Inc., CareCore National, LLC, Contech Engineered Solutions LLC, Eastman Kodak Company, FairPoint Communications, Inc., Flowserve Corporation, Freedom Innovations, LLC., Grizzly Energy, LLC, Integra Telecom, Inc., International Seaways, Inc., MoneyGram International, Inc., NYSE Blue, PHI, Inc., POOL Corporation, Prolacta Bioscience, SEACOR Marine, LLC, SPARTA Insurance Holdings, Spectrum Brands Holdings, Inc., Tembec Inc., Tronox Limited, Vantage Drilling Company, Vibrant Media, Inc, Warrior Met Coal, Inc., WIND Hellas Telecommunications S.A., and Woodbine Acquisition Corporation.  Her work focuses on establishing links between incentive compensation plans and our clients’ strategic and operating plans. As a Summer Associate during her undergraduate years, Ms. Benenson assisted in the development of compensation plans and programs for such clients as ACTV, Cognitive Arts Corporation, and Schieffelin & Somerset Co., among others.

Ms. Benenson holds both A.B. and M.B.A. degrees from Cornell University and an M.S. degree in financial risk management from NYU Stern School of Business.  She currently serves as the Chairman of the Board of Trustees of the League Education and Treatment Center in New York City, and on the Alumni Campaign Committee for The Chapin School and the Benefit Committee for Young New Yorkers For The Philharmonic.  She has served as the National Chair of Young Alumni Annual Giving for Cornell University, and is currently a member of the Metro New York Regional Campaign Committee for the Cornell Annual Fund.  Ms. Benenson served as a volunteer for the Make-A-Wish Foundation from 1999 to 2012.


David Lewin, Ph.D., is the Neil H. Jacoby Professor Emeritus of Management, Human Resources and Organizational Behavior at the UCLA Anderson School of Management, and a Managing Director and Head of the Labor & Employment and Human Capital Practices at the Berkeley Research Group (BRG). He is a recent past President of the Labor and Employment Relations Association (LERA) and presently chairs the LERA’s Strategic Thinking Committee.

Dr. Lewin is the author of many published works on such topics as human resource strategy, human resource management practices and business performance, workplace and organizational dispute resolution, and compensation and reward systems, including executive compensation and public sector compensation. He serves on the editorial boards of several journals, is a Director and Fellow of the National Academy of Human Resources, and is a founder and faculty member of the Columbia Business School/New York City Police Department Police Management Institute (PMI).

Dr. Lewin consults widely on human resource management issues with business, government and voluntary organizations in the United States and abroad and also serves as an expert witness in employment litigation. Among his current expert retentions are numerous matters involving the reasonableness of executive compensation, especially in privately held companies, alleged gender and racial discrimination in employee compensation, alleged improper practices involving the determination and payment of sales employee commissions, and disputes over independent contractor vs. employee status. In these and related matters, he has often testified at trial in Federal, state and local courts, administrative law courts, U.S. Tax court, and in arbitration proceedings.


Erin Bass-Goldberg is a Managing Director in the New York Office of FW Cook. She joined the firm in 1998 and is located in Philadelphia. Her client assignments have been with both public and private companies in various industries. Erin’s consulting engagements focus on development of executive compensation strategy, design of annual and long-term incentive programs, and transaction-related executive compensation issues.

Erin serves as the independent advisor to Compensation Committees. She is an author and contributor to the firm’s technical papers and studies and is a speaker on executive compensation issues.

Previously, Erin was employed as an executive compensation consultant with The Hay Group and as an auditor and structured finance consultant with Arthur Andersen. She is a graduate of Lafayette College (BA, business and economics) and Columbia Business School (MBA, with concentration in finance and management).

 


Greg Grogan is a Partner in Simpson Thacher’s Executive Compensation and Employee Benefits Practice and focuses his work on executive retention and motivation in M&A transactions and IPOs, with a particular focus on private equity. 

Greg has advised on approximately 100 investments or exits by Blackstone, including: the acquisition and subsequent IPOs of Hilton Hotels, SeaWorld, Invitation Homes, and Gates Global; the acquisitions of Equity Office Properties, Motel 6, Cosmopolitan Las Vegas, Refinitiv, StuyTown, PSAV, Performance Food, and GSO Capital.

Greg also regularly advises BC Partners (PetSmart, MultiPlan) and Centerbridge (Great Wolf Resorts, GSI, American Renal, BankUnited), as well as companies engaging in sales to private equity buyers (such as ADT and Johnson Controls/Tyco).

Greg has assisted on the following private equity transactions:

  • Microsoft in its $28.2 billion acquisition of LinkedIn, its $7.5 billion acquisition of GitHub, its $7.2 billion acquisition of Nokia’s phone business, and in its $8.5 billion acquisition of Skype from Silver Lake Partners
  • Vodafone’s $130 billion sale of its U.S. group to Verizon Communication
  • Invitation Homes in its $20 billion merger of equals with Starwood Waypoint Homes
  • Tyco in its merger of equals with Johnson Controls
  • Spinoffs of Hilton, Tyco, and PPL (and subsequent merger “reverse Morris trust” transactions at Tyco and PPL)
  • SiriusXM's acquisition of Pandora

Greg routinely advises boards of directors with regard to CEO succession matters, including at Hilton, PetSmart, Johnson Controls, Gannett, SeaWorld, Change Healthcare, and Cosmopolitan Las Vegas (and, at the height of the financial crisis, both Wachovia and Washington Mutual).

In 2016, Chambers USA described Greg as “very technically proficient, practical, timely, responsive and just a wonderful lawyer.”

Greg attended Georgetown University Law Center and California State University, Northridge.  He serves on the Board of Visitors at Georgetown University Law Center.


Heather Coleman is a partner in Sullivan & Cromwell’s General Practice Group, focusing her practice on a variety of executive compensation, corporate governance and securities matters. She is also active in the Firm's restructuring practice. Ms. Coleman has broad experience advising public and private companies and individual senior executives on executive compensation and benefits matters in a range of corporate transactions and in a regular advisory role.  She also frequently counsels clients on ongoing public company matters, including their Securities Exchange Act of 1934 reports and corporate governance and disclosure compliance.  

Ms. Coleman is the recipient of an Emerging Leader Award by the M&A Advisor (2016) and is an Empire State Counsel pro bono honoree. She is also a visiting lecturer in law at Yale Law School, where she teaches Corporate Crisis Management.  

Ms. Coleman has recently advised Amgen, Andeavor, Forest City Realty Trust, Rabobank Group and Verifone Systems in matters relating to mergers and acquisitions, as well as Byline Bancorp, Coronado Global Resources and First Hawaiian Bank in connection with their IPOs.

Education

Yale Law School, J.D. 2007
Washington and Lee University, B.A. 2004


Henrik Patel, Global Head of White & Case's Employment, Compensation and Benefits practice, advises clients on the full spectrum of executive compensation and employee benefits issues. His significant experience and knowledge in this area has made him a valued resource for a range of US and international clients, including public and private companies, boards of directors and executives.

Clients look to Henrik for his ability to solve challenging compensation and benefits issues, arising both on a day-to-day basis and in the context of major corporate transactions. Working closely with the Firm's Global Mergers & Acquisitions and Capital Markets Practices, Henrik brings strategic insight to the compensation and benefits aspects of a range of large-scale deals, including public and private M&A and private equity and leveraged buyout transactions, as well as debt and equity financings, divestitures, spinoffs and IPOs. Henrik has extensive experience with all manner of public and private company compensation issues and is a member of the Firm's Public Company Advisory, Private Equity Practice and Tax Practices. Henrik was recognized by M&A Advisor's list of "40 under 40" and has been named a recognized individual by Legal 500 in Employee Benefits & Executive Compensation.

Henrik's advisory practice spans the full spectrum of general compensation and benefits concerns, including corporate governance matters and best practices, executive compensation plan design, efficient tax structuring, employment contracts and equity incentive compensation arrangements.

Companies have come to rely on Henrik's state-of-the-art advice to help them effectively incentivize their employees, while remaining in compliance with their fiduciary and shareholder responsibilities. The regulatory issues on which Henrik provides clarity and guidance include securities, tax, public disclosure and ERISA concerns.

Henrik regularly negotiates and drafts employment, retention, separation, equity, phantom equity, bonus, change of control, non-competition, non-solicitation and other compensation-related agreements, plans and provisions, as well as relevant sections of proxy statements, periodic and current reports and registration statements.

Henrik is a frequent contributor and speaker at Global Equity Organization ("GEO") and National Association of Stock Plan Professional ("NASPP") conferences.


J Paul Wessel is Co-Chair of Weil’s Tax Department and heads the Executive Compensation & Benefits Group. Mr. Wessel focuses his practice on handling employee benefits and executive compensation matters in mergers and acquisitions and financial restructurings, representing corporations, boards of directors, private equity firms and financial institutions.

Mr. Wessel has represented numerous financial institutions, public and privately held companies, boards of directors, employee benefit plan trustees, and individual corporate executives. Mr. Wessel also regularly counsels clients in connection with executive compensation, employee benefits and ERISA matters, as well as pension investments and fiduciary matters. His practice includes advising on equity and incentive compensation plans, nonqualified pension plans, and employment, severance and change in control agreements.

Mr. Wessel also represents clients on the compensation and benefits aspects of bankruptcy and restructuring matters, and advises debtors in possession and creditors’ committees on pension and employee benefits matters in bankruptcy. Additionally, his practice involves regulatory matters with the U.S. Department of Labor, Pension Benefit Guaranty Corporation and the Internal Revenue Service.

Mr. Wessel is a frequent speaker on employee benefits and compensation matters and has been published and quoted in the media on current issues in the area.

Mr. Wessel is consistently recognized by Chambers USA, where clients note he is “absolutely top in his field and very good to work with.” He is also regularly recognized in Legal 500 US and Best Lawyers in America and is listed as a “Bankruptcy Tax Specialist” by Turnarounds & Workouts magazine.


Jonathan F. Lewis is a partner in the firm’s Employee Benefits & Executive Compensation Group in New York. His practice encompasses a broad range of executive compensation, employee benefits and human resources matters. The scope of his practice includes:

  • Public and private mergers and acquisitions, with an emphasis on the private equity, healthcare and insurance sectors.
  • The design, operation and disclosure of executive compensation plans and programs.
  • The formation of private equity funds and the investment in the funds by ERISA pension plans.

Mr. Lewis is recognized by Chambers USA as a leader in Employee Benefits & Executive Compensation, where he is described by clients as “an outstanding lawyer,” and “a superstar” with “incredible knowledge of a complex field, he is very practical and gives advice that is appreciated from a client’s perspective.” The Legal 500 US also recommends Mr. Lewis, with clients praising his “creative and practical approach.”

Mr. Lewis is a frequent writer on legal developments regarding employee benefits and executive compensation. He is the author or co-author of the Russian chapter of “Executive Compensation & Employee Benefits,” Getting The Deal Through, (July, 2015), “Counting To 80,” Private Equity Manager (August, 2013), “Impact of Health Care Reform on Employers: Two Years In,” Westlaw Journal - Health Law (March, 2013), Employee Equity Repurchases Draw SEC Scrutiny,” The M&A Lawyer (March, 2013), “Buyer Beware (Employee Edition): Employee Benefit Covenants Could Have Unintended Consequences On ERISA Plans,” The M&A Lawyer (March, 2012), “Wage and Price Controls in Private Equity?,” The M&A Journal (June, 2011), “To Change or Not to Change: Should Sponsors Modify Management Equity Due to the Market Downturn?,” The M&A Lawyer (February, 2010), “Private Equity and Hedge Fund Arrangements,” a chapter in Section 409AHandbook (BNA Books, 2d ed. 2016) and “Mind the (Funding) Gap: Trouble Ahead for Multiemployer Plans,” Private Equity Manager (January, 2010).Mr. Lewis is also a frequent speaker at seminars and conferences, including Practicing Law Institute’s “Cool Compensation Considerations for the Private Company” (March, 2017).

Mr. Lewis received his B.A. from Harvard College in 1990 and his J.D. with high honors from The George Washington University Law School in 1994, where he was Editor-in-Chief of The George Washington Law Review. Mr. Lewis served as a law clerk to the Hon. Stewart Dalzell in the U.S. District Court for the Eastern District of Pennsylvania from 1994 to 1996.


Laurence Wagman is a Certified Public Accountant and the founding principal of Golden Parachute Tax Solutions LLC.  His expertise is primarily in the area of taxation of executive compensation and is a nationally known resource within the area of golden parachute tax penalties (Internal Revenue Code Sections (“IRC”) 280G and 4999.

Having founded Golden Parachute Tax Solutions in 2010, the firm has become a leader in providing Section 280G advice to both public and private companies undergoing a change-in-control.  Since its founding, the firm has advised on over 500 transactions with an aggregate market cap value approaching $2Trillion.

As a technical resource Laurence has written several articles for both the Journal of Compensation and Benefits and the Taxation of Executive Compensation and Retirement on IRC Section 280G related matters this list includes: Structuring Change in Control Arrangements Within the Current Executive Compensation Environment (Sept 2009), The Golden Parachute Excise Tax; Why it’s about to Become More Expensive, Why a Gross-Up May be Necessary and How to Structure it to be Performance Based (July 2010),  The Golden Parachute Excise Tax – Not Just a Public Company Issue (Sept 2011), and Canadian Employers – Beware the United Stated Golden Parachute Excise Tax as Not Just a U.S. Problem (2012). 

In addition to writing Laurence has also given numerous formal presentations on IRC 280G related topics, including the National Association of Stock Plan Professionals (“NASPP”) and Practicing Law Institute (“PLI”). Laurence has also been invited to give informal presentations on IRC Section 280G for numerous accounting and law firms.

Prior to forming Golden Parachute Tax Solutions, Laurence’s experience includes over ten years of “Big 4” experience – focusing mainly on executive compensation/employee benefits matters, and thereafter, traditional executive compensation consulting with James F. Reda and Associates, an independent executive compensation consulting firm. 

Laurence is a graduate of Lehigh University (1995), received his Master of Science in Taxation at Seton Hall University (2002) and is a licensed Certified Public Accountant in the state of New Jersey.  Laurence can be reached at lwagman@280Gsolutions.com.


Marissa J. Holob advises clients on all aspects of employee benefits and executive compensation. She regularly represents public and private companies, and tax-exempt entities, on the design, negotiation, and ongoing compliance of qualified retirement plans, welfare plans, equity and incentive plans, employment agreements, and deferred compensation arrangements. Marissa also counsels on employee benefits and executive compensation-related issues that arise in the context of mergers and acquisitions, restructurings, and other similar transactions. In addition, her work with hedge funds and private equity funds includes issues relating to the application of ERISA's plan asset regulations. Marissa serves as the co-chair of the firm’s Employee Benefits practice.


Martha Steinman's practice focuses on corporate governance, disclosure, securities, and tax matters, with an emphasis on advising boards of directors, compensation committees, and senior management.

As Co-Chair of the Employee Benefits and Executive Compensation practice, she counsels clients in diverse industries, including luxury brands, to navigate the rough seas they face as they strive to develop sensible and effective compensation programs in the face of potential criticism from shareholders and outside commentators. Martha's goal is to offer her clients pragmatic advice to find solutions that will meet their business needs, reflect evolving best practices, and withstand external scrutiny.

Martha has widespread experience in executive compensation, employee benefits, qualified and non-qualified plans, and welfare plans. She also works with clients to address employee benefit issues in the context of mergers, acquisitions, and divestitures, guides them through the transaction itself, and advises them on post-closing transition issues.

A significant portion of Martha's practice is in the area of equity and incentive compensation. Additionally, she works with clients to negotiate employment and severance agreements, design compensation packages, and determine retirement planning. Martha also advises companies on traditional employee benefit plan matters. She works with her clients to insure the qualified status of their plans under IRS rules and advises retirement plan committees on ERISA fiduciary matters. Where her clients face challenges, she works with them to defend audits and negotiate settlements with the IRS and the Department of Labor.

Martha is a frequent speaker on matters relating to executive compensation, corporate governance, and ethics. She is active in bar association and other industry groups and has held numerous leadership positions.


Ms. Lin is a partner in Davis Polk’s Corporate Department, practicing in the Executive Compensation Group. She advises boards, companies, compensation committees and individual executives on executive compensation, equity-based incentives, deferred compensation, severance plans and other compensatory arrangements, with particular emphasis on issues arising in mergers and acquisitions transactions, initial public offerings and new and joint ventures, as well as for financial institutions. 

She also advises on employment and consulting arrangements, the applicability of securities and tax laws to executives and employers and general employment-related matters. Ms. Lin is co-editor of the "Davis Polk Briefing: Governance" blog, which covers current topics in corporate governance, securities law and executive compensation.

In her pro bono practice, Ms. Lin has represented individuals seeking asylum in the United States and has advised not-for-profit organizations, including Grameen America and International Arts Movement.


Rohit Nafday is a partner in the Executive Compensation Practice Group at Kirkland & Ellis LLP. Rohit’s practice focuses on the executive compensation and benefits aspects of public and private mergers, acquisitions, reorganizations, and other corporate transactions. Rohit also regularly advises clients on the negotiation of executive employment, change in control, retention, and severance agreements, the design and implementation of equity compensation arrangements, and tax, securities, and corporate governance matters related to compensation arrangements.

Rohit received a B.S. in Electrical Engineering & Computer Sciences and B.A. in Molecular & Cell Biology from the University of California, Berkeley in 2005. He completed a J.D., with honors, from the University of Chicago Law School in 2010, where he was an articles editor of The University of Chicago Law Review, a John M. Olin Student Fellow, and a recipient of the Joseph Henry Beale Prize for outstanding legal writing.


Steven W. Rabitz is a Partner at Dechert LLP focusing on executive compensation matters for public and private companies and the fiduciary responsibility, prohibited transaction and funding rules of ERISA.  He is regularly featured in Chambers USA for his work in employee benefits and executive compensation and in Best Lawyers for his ERISA-related practice. He is nationally recommended by The Legal 500 and was named a “Leading Lawyer” in 2017, in addition to being ranked in Super Lawyers.   Mr. Rabitz’s writing on current legal topics and issues has appeared in numerous publications, including, Tax Management Compensation Journal, Pension & Benefits Daily, Derivatives: Financial Products Report, The Hedge Fund Law Report, and he has been quoted in such publications as The Wall Street Journal, Financial Times, Institutional Investor, Barron’s, Bloomberg, Hedge Fund Law Report, International Business Times and Law 360. In 2015, he received the Burton Award for excellence in legal writing.

Prior to private practice, Mr. Rabitz pioneered and led the ERISA, executive compensation and benefits legal function at Lehman Brothers and served in a similar capacity at Barclays Capital. He also worked as part of a dedicated team of ERISA and compensation lawyers at Goldman Sachs earlier in his career. Prior to joining Dechert, Mr. Rabitz was a partner at a national leading law firm.


Steve has 30 years of experience in the human resource consulting field and specializes in coordinating the HR aspects of mergers, acquisitions and spin-offs. Steve is a NY-based principal in our Human Resource Transaction Services practice and works on transactions with a full array of private equity and strategic clients.

Steve has significant experience supporting clients on HR issues in the Technology sector including the following recent projects:

  • Advising a global software and systems company with the spin off of a major subsidiary
  • Assisting a PE firm in the acquisition of the cloud outsourcing division of a major eservices company.
  • Assisting a data storage company with HRIS, payroll, benefits and compensation integration for a major global acquisition.

Steve has been with PwC for 25 years, including 20 years in New York and five years in London. Prior to joining PwC, Steve qualified as an actuary with a leading UK firm of actuaries. Steve is a fellow of the UK Institute of Actuaries, a Certified Compensation Professional and holds an MBA from the University of Manchester.

Recent thought leadership includes chapters in books by PEI on HR due diligence and PE portfolio compensation.