Employee Benefits M&A

Lawyers in our Employee Benefits and Executive Compensation practice work on mergers and acquisitions transactions in two different capacities: we serve in conjunction with our corporate group when Haynes and Boone is primary M&A counsel, and we partner with other firms to advise on employee benefits issues when we are not primary M&A counsel. Whatever our role, we take a team approach and work seamlessly with in-house counsel, human resources departments and outside counsel to quickly spot potential employee benefits-related risks, liabilities and problems before closing, thereby helping clients save time, expense and resources. Our group also serves companies that do not have an in-house benefits group as well as private equity firms and their portfolio companies.

We provide day-to-day and comprehensive employee benefit plan support throughout the entire M&A process, including:

  • Due diligence
  • Negotiating purchase agreements, employee transition services agreements and employee matters agreements
  • Merging and spinning off employee benefit plans 
  • Identifying material issues with 401(k) and other retirement and welfare benefit plans, as well as nonqualified deferred compensation arrangements, and recommending solutions
  • Advising on 280G calculations and the documents required to obtain employee waiver and shareholder vote exceptions 
  • Structuring employee benefit plans and advising on transition issues post-closing
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Press Release
Haynes Boone Advises Private Equity Firm Valesco in Multiple Successful Transactions in 2024
April 09, 2024

Lawyers from Haynes and Boone, LLP’s Business Transactions and Finance Departments have advised Valesco Industries on a third 2024 transaction, as the private equity firm continues to seek opportunities to invest in growth-oriented manufacturing businesses and value-add distribution enterprises. On March 26, Valesco closed its second transaction out of Valesco Fund III – an investment in American [...]