Speakers

Mark McTigue is Managing Director, Tax Insurance specialist at Marsh. He has expertise in international taxation, financial services taxation, financial product taxation, general corporate tax, accounting and regulatory capital issues for banks, insurance companies, hedge funds, corporates, etc. Mark has significant experience in Private Equity and M&A transactions. Significant structuring and execution expertise. Expertise in tax mitigation through the use of insurance products.

Justin Pierce Berutich is a Managing Director and Head of Tax at Euclid Transactional, where he is responsible for leading Euclid’s tax insurance practice and developing bespoke, commercial solutions to diverse tax matters.

A former M&A and transactional tax attorney, Justin enhances client value through the promotion and underwriting of tax indemnity insurance solutions. His corporate, tax, and insurance experience allows Justin to bring a unique perspective to each matter. Prior to joining the insurance world, Justin, a licensed attorney in three states and the District of Columbia, facilitated efficient and timely negotiations, planning, and structuring for Fortune 500 companies and high growth businesses, providing tax and business-centric advice to help his clients achieve objectives and avoid costly disputes.

Justin is a frequent speaker at industry events and on tax focused podcasts and has published multiple articles on tax and tax insurance. He holds an LL.M. in taxation from the NYU School of Law, a J.D., magna cum laude, from New York Law School, and a B.A., magna cum laude, in chemistry from Florida Atlantic University.

Before founding Leo Berwick, Nick was the National Leader of Infrastructure M&A and Senior US M&A Tax Partner at a Big 4 firm. Nick has worked extensively with sovereign wealth funds, pension plans, and other institutional investors and understands their unique tax profiles (e.g., FIRPTA and IRC Section 892), commercial, and regulatory issues.

Nick has led several significant infrastructure projects across sectors that include regulated utilities (i.e., water, electricity, gas), toll roads, renewable energy, airports, pipelines, lotteries, and various other public-private partnership projects (P3s).

His infrastructure practice includes advising institutional investors on financing (including P3s), tax, privatization, business strategy, restructurings, mergers and acquisitions, and divestments. His M&A tax practice focuses on domestic and international transactions for private equity and corporate clients. His participation in these transactions has also concentrated on cross-border transactions, inversion transactions, IPOs (including “Up C transactions”), and cross-border financing arrangements.

Rishi Sodhi is a business lawyer who prides himself on solving complex tax issues and structuring transactions to maximize tax benefits and efficiencies while protecting clients from unnecessary risk.

A partner with Foley & Lardner LLP, he is based in the firm’s Los Angeles office and a member of the firm’s Taxation Practice Group.

Rishi’s transactional practice focuses on advising clients on the tax aspects of a wide range of business transactions, including mergers, acquisitions, divestitures, reorganizations, and strategic investments. He represents private equity funds and public multinational corporations on numerous complex domestic and cross-border M&A transactions, serving as the deal lead on all tax-related matters.

Rishi also has significant experience in the tax insurance space, and has worked with some of the world’s leading insurance companies and managing general underwriters assisting in the assessment and underwriting of hundreds of tax risks with collective policy limits in the billions of dollars.

Prior to Foley, Rishi worked as a partner at a large law firm in its office in Los Angeles. He also spent 13 years providing M&A tax advice in the offices of “Big 4” accounting firms in New York and Los Angeles.

Bianca is a partner in the firm's private equity transactions group. With substantial experience in all facets of private equity and corporate finance, Bianca brings a deep understanding and commercial approach to her practice. She has represented buyers, sellers, and private equity firms and their portfolio companies in a variety of transactions, including leveraged buyouts, public and private mergers and acquisitions, SPACs and restructurings. Bianca has guided numerous transactions across a range of industries, including technology, software, healthcare, retail, food and beverage and consumer products.

Prior to joining Ropes & Gray, Bianca served as vice president and associate general counsel of transactions for the San Bernardino, CA-based San Manuel Band of Mission Indians. In that role, she provided legal counsel on private investments and other financial matters for the Tribe and its affiliates including the acquisition of Palms Casino Resort in Las Vegas. She previously served as a partner in the mergers & acquisitions practice of another leading law firm.

Luke Guerra is a partner in Kirkland's corporate group focusing in the areas of private equity, mergers and acquisitions, corporate securities and finance and corporate governance. Luke represents buyers, sellers, and private equity funds in a variety of corporate transactions, including leveraged buyouts, public and private mergers and acquisitions, equity investments, restructurings and recapitalizations.

Luke previously served as in-house counsel to The Walton Group, a privately owned group of real estate and asset management companies with its U.S. headquarters in Scottsdale, Arizona.

Chambers USA recognized Luke in 2016–2018 in California Corporate/M&A: Private Equity, with sources commenting that “he is very responsive, available all the time, knows the market well and can handle a variety of different matters." He is “someone that you can rely on for answers."

Kara joined LGP as an Associate in 2017. Previously, Kara worked at Goldman Sachs in its New York headquarters from 2011 to 2013. She graduated cum laude from Harvard University, where she earned a Bachelor of Arts degree in Sociology and Economics. She also earned an M.B.A. from Stanford Graduate School of Business and a J.D. from Stanford Law School. Kara is a member of the California Bar Association.

Mr. Wilson is a Managing Director in Houlihan Lokey’s Business Services Group and serves as Co-Head of the firm’s Training & Education practice. He is based in the firm’s Los Angeles office.

Mr. Wilson’s recent M&A transactions in the training and education space include Colibri’s acquisition of Becker Professional Education and OnCourse Learning; Ridgemont Equity’s investment in Teachers of Tomorrow; the sale of itslearning, an EQT portfolio company, to Sanoma; the sale of the Assessments Division of the American Institutes for Research to Cambium Learning, a Veritas portfolio company; the sale of Skillsoft to Churchill Capital Corp II; the sale of Corporate Visions to the Riverside Company; and the sale of EducationDynamics to Renovus.

Mr. Wilson previously founded Houlihan Lokey’s Technology Group, where he focused on a wide range of transactions, including the sale of enTouch to RCN and the financial restructuring of Sunguard Availability Services. He is currently leading the multi-billion-dollar restructuring of Project Rural, a leading U.S. telecommunications provider.

Prior to founding the Technology Group, Mr. Wilson was a member of Houlihan Lokey’s Financial Restructuring Group, where he focused on financial restructurings of telecommunications service providers and education service providers. He played a key role in the restructurings of Education Management Corporation, Houghton Mifflin Harcourt, Edmentum, Cengage Learning, Synchronoss Technologies, WorldCom, ICG Communications, Asia Global Crossing, Williams Communications Group, Covad Communications, Adelphia Business Solutions, 360 Americas, and Horizon PCS.

Before joining Houlihan Lokey, Mr. Wilson was with Montgomery Securities (now BAML), specializing in media and telecommunications, M&A, and corporate finance. He was also a member of the Consumer Group of EVEREN Securities and in corporate finance with the Media and Telecommunications Group of Union Bank. He also managed proprietary trading in foreign exchange and derivatives at Drexel Burnham Lambert from 1986 until 1990.