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Dan Li joined Ropes & Gray in 2017 as an associate in the tax practice. Dan regularly advises private fund managers and institutional investors on tax issues relating to the formation and operation of private equity funds, hedge funds, credit funds and real estate funds, and investments therein. Dan also advises private equity and other clients on the federal income tax aspects of mergers, acquisitions, dispositions and other transactional tax matters, including initial public offerings.
Experience
- Represented H.I.G. Capital in the acquisition of CHA Consulting, Inc., a full-service engineering, design, consulting, and program management firm.
- Represented Access Information Management (Access) in the acquisition of Triyam, a rapidly-growing software business that provides expert data management solutions for healthcare organizations.
- Represented HP Inc. in its acquisition of Vyopta, an Austin-based provider of collaboration management solutions, offering analytics and monitoring for large, unified communications and collaboration (UC) networks.
- Represented Varsity Healthcare Partners in a strategic growth investment in VetEvolve, a veterinary care platform employing over 100 veterinarians across 32 clinics throughout the Mid-Atlantic region of the United States.
- Represented New Mountain Capital and its portfolio company, Pearce Services, on Pearce's acquisition of Unified Power, a provider of preventative maintenance and repair services for power systems.
- Represented New Mountain Capital and Beeline, a provider of cloud solutions for sourcing and managing contingent labor, in the sale of a majority position in Beeline to funds managed by Stone Point Capital, a leading private equity firm.
- Represented Xerox Holdings Corporation in its agreement to acquire Lexmark International, Inc., from Ninestar Corporation, PAG Asia Capital, and Shanghai Shouda Investment Centre in a deal valued at $1.5 billion.
- Represented GHO Capital in its investment in Sapio Sciences, an integrated lab informatics platform company.
- Represented global medical technology company BD (Becton, Dickinson and Company) in the acquisition of medical device company Venclose Inc., a provider of an innovative Radio Frequency ablation technology treatment for chronic venous insufficiency, a disease that is the result of malfunctioning valves and can lead to varicose veins.
- Represented Bain Capital in a definitive agreement to acquire Envestnet for $4.5 billion. Envestnet is a leading provider of integrated technology, intelligent data and wealth solutions.
- Represented Golden Gate Capital in its recapitalization of All My Sons Moving & Storage.
- Represented Osmotica Pharmaceuticals in its pending sale to Alora Pharmaceuticals of Osmotica’s portfolio of legacy products and related operations and Osmotica’s Marietta, Georgia manufacturing facility for up to $170 million.
- Represented Shanghai-based biotechnology LianBio as issuer counsel in a $325 million initial public offering, one of the largest biotech IPOs in 2021.
- Represents/Represented the following clients in fund formation, operation, investment and/or secondary transaction matters:
- PIMCO
- BlackRock
- Freeman Spogli
- SVPGlobal
- Monomoy Capital
- Stone Ridge
- UBS