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).
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.
13 March 2024 Deals and Wins

Foley Advises mdf commerce in Agreement to be Acquired by KKR

Foley & Lardner LLP served as U.S. legal advisor to mdf commerce, a SaaS leader in digital commerce technologies, in its definitive agreement to be acquired by funds managed by KKR.
08 March 2024 Deals and Wins

Foley Advises Dellwood in Its Launch as New E&S Insurance Holding Company, With Over $250 Million in Capital

Foley & Lardner LLP served as legal advisor to Dellwood Insurance Group in its formation and launch as a new nationwide excess and surplus lines insurance holding company dedicated exclusively to wholesale brokers, with an emphasis on small and middle enterprise risks.
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.