Allie Alperovich leads the executive compensation and employee benefits practice. Allie advises companies, investors, fund sponsors and executives on the full spectrum of executive and performance-based compensation, benefits and ERISA issues—from equity incentive plans to carried interest arrangements and deferred compensation structures to change-in-control agreements. Her practice focuses on the executive compensation and benefits aspects of mergers, acquisitions and private equity transactions, helping to identify risks early, structure practical solutions, and protect deal value, timing, and post-closing success. She also counsels public and private employers on ongoing executive compensation matters, designing programs that attract and retain top talent and align incentives with business objectives.
Allie’s experience spans a wide range of industries, with particular emphasis on the industrial, health care, life sciences and technology sectors. Over the course of her career, she has advised public and private companies—from Fortune 500 corporations to emerging growth businesses—as well as leading private equity sponsors and management teams on large-scale, complex management equity programs. She is equally sought after for her ongoing advisory work, serving as a trusted resource for both companies and the executives they employ.
Allie also advises companies on all aspects of the design, compliance and administration of their executive compensation and employee benefits arrangements, including incentive, retention, and retirement-focused compensation plans, equity-based compensation (stock options, restricted stock/units, SARs, partnership equity-based plans, and phantom equity arrangements), “golden parachute” and other change-in-control arrangements, and tax compliance under Sections 280G and 409A. She draws on her extensive experience with respect to qualified and nonqualified benefits plans, ERISA fiduciary issues, and related regulatory matters, as well as her ability to deliver forward-looking guidance that keeps them ahead of evolving legal requirements.
Experience
Industrials & Manufacturing
- Represented American Industrial Partners in a variety of matters, including:
- its $1.5 billion sale of portfolio company Molycop, a leading global supplier of grinding media for the mining industry, to Tega Industries in consortium with funds managed by affiliates of alternative asset manager Apollo
- its carve-out acquisition of the Global Cellulose Fibers business of International Paper
- its carve-out acquisition of the U.S. and Canadian architectural coatings business of PPG, a provider of paints, coatings, and specialty materials
- its take-private acquisition of Boart Longyear Group, a manufacturer of drilling products and a supplier of drilling services
- Represented Monomoy Capital Partners in a variety of matters, including:
- its sale of portfolio company Astro Shapes LLC, a leading manufacturer of custom aluminum extrusions, to Wynnchurch Capital
- its sale of Construction Resources Holdings, the market-leading distributor of value-added building products in the U.S. Southeast
- Represented CCMP Capital Advisors and its portfolio companies in a variety of matters, including:
- its investment in Innovative Refrigeration Systems, Inc., a leader in design build engineering and aftermarket services for industrial refrigeration systems
- its investment in Decks & Docks, the largest specialty distributor of marine construction and outdoor living supplies in the Eastern United States
Healthcare & Life Sciences
- Represented Avista Capital Partners in a variety of transactions, including:
- its acquisition of Taconic Biosciences, a provider of genetically engineered research models and related services
- its carve-out acquisition of the EBI Bone Healing division of Highridge Medical
- Represented New Mountain Capital and its portfolio companies in a variety of matters, including:
- its acquisition of Greater Than One, an award-winning agency specializing in healthcare-first media, technology and omnichannel strategy
- its acquisition of Spring & Bond, a health care-focused digital media agency known for its omnichannel-first approach and data-driven solutions
- Real Chemistry and Swoop, in Swoop's spinoff from Real Chemistry and their subsequent acquisition by a $3.1 billion continuation fund vehicle raised by New Mountain, one of the largest single-asset continuation vehicles to date
- Represented Welsh, Carson, Anderson & Stowe and its portfolio companies in a variety of matters, including:
- its $1.37 billion sale of its remaining stake in Shields Health Solutions, an industry leader in integrated, health system-owned specialty pharmacy care, to Walgreens Boots Alliance
- as a leading member of a consortium that agreed to acquire all outstanding shares of Select Medical Holdings Corporation, one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States, for $3.9 billion
- its investment in Constitution Surgery Alliance, an independent developer and operator of ambulatory surgery centers
Technology
- Represented American Industrial Partners in its carve-out acquisition of Honeywell's Warehouse and Workflow Solutions business
- Represented Welsh, Carson, Anderson & Stowe in its majority investment in AIA Contract Documents, the leading contracting, risk management and workflow platform for the architecture, engineering and construction industry
- Represented Cinven in its acquisition of TaxAct, a provider of digital tax filing assistance software and services operating in a fast-growing subset of the U.S. tax preparation services market, for approximately $720 million
- Advised Advent International in its acquisition of PatientPoint, Inc., a leading digital health company, from an investor group led by L Catterton and Littlejohn
- Represented New Mountain Capital and its portfolio companies in a variety of matters, including:
- its acquisition of Machinify, Inc., a leading provider of artificial intelligence-powered software transforming healthcare payments
- its acquisition of Nimble, a leading prescription management platform
Financial Services, Insurance & Wealth Management
- Advised Evoke Advisors in its strategic partnership with MAI Capital Management, a transaction that will create a national registered investment advisor firm with approximately $60 billion in assets under management and advisement
- Advised Osaic, one of the nation's largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, in its acquisition of CW Advisors, a Boston-based registered investment advisor managing $13.5 billion in fee-only client assets
- Represented Harvest Partners and its portfolio companies in a variety of matters, including:
- its majority investment in Galway Insurance Holdings, the holding company for EPIC Brokers & Consultants and JenCap Holdings
- its investment in Integrity Marketing Group, the nation's leading independent distributor of life and health insurance products to the senior market
Consumer and Retail Brands
- Represented health and beauty company OLAPLEX, a portfolio company of Advent International, in the $1.4 billion sale of the company to Henkel
- Represented Hearthside Food Solutions in its completed financial restructuring, eliminating $2 billion of debt
- Represented CCMP Capital Advisors in its purchase of interests in Mammoth Holdings, a premier express car wash platform, aiming to accelerate new store openings and investments in cutting-edge technology
- Represented Harvest Partners in its acquisition of Yellowstone Landscape, the second largest commercial landscaping company in the United States and a leading provider of landscape services to over 5,000 customers throughout the Southern and Southwestern United States
Education
- Advised Partners Group Holding AG and KinderCare Learning Companies in KinderCare's $576 million initial public offering
- Represented Harvest Partners in its acquisition of The Learning Experience, an operator of preschool and daycare centers, from Golden Gate Capital