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).
30 November 2023 Deals and Wins

Foley Advises VIVE Collision in Growth Recapitalization

Foley & Lardner LLP served as legal advisor to VIVE Collision, a leading multi-site collision repair operator, as funds managed by middle market private equity firm Greenbriar Equity Group L.P. completed the company’s growth recapitalization.
19 October 2023 Deals and Wins

Foley Represents Jelly Belly Candy Company in its Sale to Ferrara Candy Company

Foley & Lardner LLP advised Jelly Belly Candy Company in its agreement to be sold to Ferrara Candy Company.
21 September 2023 Deals and Wins

Foley Advises Knowles Corporation in Acquisition of Cornell Dubilier

Foley & Lardner LLP served as legal adviser to Knowles Corporation, a leading global supplier of high performance components and solutions, including ceramic capacitors and radio frequency filters, advanced medtech microphones, balanced armature speakers, and audio solutions, in entering a definitive agreement to acquire Cornell Dubilier.
17 August 2023 Honors and Awards

Foley Attorneys Recognized in 2024 Best Lawyers in America

Foley & Lardner LLP proudly announced today that 236 of the firm’s attorneys across 20 U.S. offices have received recognition in the 2024 edition of The Best Lawyers in America©.
28 July 2023 Deals and Wins

Foley Represents PaceMate in Strategic Investment from Lead Edge Capital

Foley & Lardner LLP served as legal counsel to PaceMate, a market-leading cardiac data management platform, in its strategic growth investment from Lead Edge Capital, a technology-focused investment fund that has invested in leading companies such as Duo Security, Toast, Spotify, Wise, Alibaba Group, and Grafana.
14 July 2023 Deals and Wins

Foley Represents ControlByWeb in Sale to North Branch Capital

Foley & Lardner LLP represented ControlByWeb (CBW) in its sale to North Branch Capital.