Jordan J. Bergmann

Senior Counsel

Jordan J. Bergmann

Senior Counsel

Jordan Bergmann is a tax specialist and corporate lawyer, advising clients on a diverse array of domestic matters. A significant part of Jordan’s practice involves advising clients on the tax aspects of mergers and acquisitions. Jordan navigates clients through the intricacies of M&A transactions, from complete company sales to creatively structured deals with retained equity for selling shareholders. He takes a lead role in negotiating equity rollover arrangements, ensuring both tax efficiency and the satisfaction of his clients with all non-tax aspects involved.

One of Jordan’s areas of focus is also counseling clients on the effects of the “Golden Parachute” rules found in Section 280G of the Code. He guides clients through complex calculations and the shareholder vote process, making certain they understand and comply with the requirements.

Aside from his M&A Practice, Jordan’s experience extends to a wide range of tax and corporate considerations for privately held businesses. He assists clients in selecting the optimal entity structure for their ventures, designing equity compensation incentives tailored to partnerships, and structuring tax aspects of new investments. Jordan also works extensively with the Qualified Small Business Stock exclusion under Code Section 1202, providing his clients with insights into its many intricacies.

Representative Experience

  • Facilitated the acquisition of Vive Organic, Inc., a brand of immunity-supporting booster shots created by holistic medical professionals, by Suja Life, LLC, a portfolio company of Paine Schwartz Partners.
  • Negotiated the growth capital partnership for A1 Garage Door Service Holdings, Inc. (A1), a prominent player in the direct-to-consumer residential repair and replacement garage door services industry. The strategic partnership was formed with an affiliated investment group spearheaded by Cortec Group Fund VII, L.P., an investment portfolio managed by Cortec Group.
  • Successfully closed a comprehensive multilevel financing initiative for a multinational company, enabling the establishment and operation of oncology centers in India.
  • Represented a veteran-owned distillery in securing a pivotal investment from a major wine and spirits distributor, positioning the distillery for enhanced growth and market expansion.
  • Provided counsel to nVent Electric plc concerning golden parachute matters pertaining to its landmark $1.1 billion acquisition of ECM Industries, LLC, ensuring compliance with regulatory requirements and optimal shareholder outcomes.

Awards and Recognition

  • Best Lawyers: Ones to Watch recognition for:
    • Corporate Law (2022, 2024)
    • Employee Benefits Law (2022)
    • Tax Law (2022-2024)

Presentations and Publications

  • Co-author, “Tax Law” chapter in the Wisconsin State Bar’s Annual Survey of Wisconsin Law (2015 and 2016).
31 October 2024

Foley Advises NorthGauge HealthCare in Partnership with Coker

Foley & Lardner LLP served as legal advisor to NorthGauge Healthcare, a national provider of medical review and advisory services, in the formation of its strategic partnership with Coker, a leading health care advisory firm.
16 October 2024 Legal News: Employee Benefits Insights

Unlocking the Power of Equity-Based Incentive Compensation: Basics of Profits Interests

This article is the fifth in our series on equity-based compensation intended to assist employers with answering a common question: What type of equity compensation award is best for our company and our employees?
25 June 2024 Deals and Wins

Foley Represents Sharethrough in Merger with Equativ

Foley & Lardner LLP is proud to have served as U.S. legal advisor to Montreal-headquartered Sharethrough in its merger with global
10 April 2024 Video

Ten Minute Interview: Qualified Small Business Stock under Section 1202

Brian Lucareli sits down with Jordan Bergmann, senior counsel and member of our Tax group, for a 10-minute interview to discuss qualified business stock.
26 March 2024 Deals and Wins

Foley Represents Avantus in Investment from KKR to Support Renewable Energy Development

Foley & Lardner LLP served as legal advisor to Avantus in its signing of a definitive agreement by which investment funds and accounts managed by KKR.
14 March 2024 Deals and Wins

Foley Represents SixSibs Capital in Investment in Stevenson Search Partners

Foley & Lardner LLP served as legal advisor to SixSibs Capital in its significant long-term investment in Stevenson Search Partners, a global life sciences executive search firm with offices in the U.S. and the United Kingdom.