#DANIEL SCHWARTZ PRO#
#DANIEL SCHWARTZ SOFTWARE#

#DANIEL SCHWARTZ SOFTWARE#

in the carve-out and sale of its productivity software business to an affiliate of private equity partner Symphony Technology Group. Represented Electronics for Imaging, Inc.

Represented GIC in connection with its agreement to acquire an indirect 19.9% equity interest in Duke Energy Indiana, a subsidiary of Duke Energy, for a total purchase price of US$2.05 billion.

#DANIEL SCHWARTZ PRO#

Represented Athene Holding in its proposed merger with Apollo Global Management, in an all-stock transaction creating a pro forma US$29 billion market cap company.Represented Brand Velocity Partners and its portfolio company BBQGuys in connection with the merger of BBQGuys with Velocity Acquisition Corp., a special purpose acquisition vehicle, for a total purchase price of US$963 million.

Represented private equity firm Stone Point Capital in its sale of national title insurance and settlement agency Kensington Vanguard National Land Services, LLC to insurance broker Truist Insurance Holdings, Inc.

After graduating from Cornells College of Agriculture.

Represented Swedish software company inRiver in connection with a majority investment by private equity firm Thomas H. Daniel Schwartz was named CEO in 2013 at the age of 32 with no prior experience in the F&B industry.

Eighth Circuit affirms district court order disqualifying QDRO. 1994) Breach of fiduciary duty under ERISA 2000) Case claiming attorney/client privilege

Designed and implemented defined benefit plan for major publicly traded company.

Designed and implemented deferred compensation for a large health care entity.

Designed and implemented ESOP transactions for major national construction companies.

The case resulted in a unanimous June 5, 2017, decision in favor of Advocate and two other religiously affiliated hospitals. Stapleton et al., a high-profile case involving the interpretation of ERISA’s “church plan” definition. Supreme Court in Advocate Health Care Network et al.

Represented Advocate Health Care Network before the U.S.

The committee includes stakeholders in the areas of tax-exempt organizations, employee retirement plans, tax-exempt bonds and federal, state, local and Indian tribal governments.Ī former member of the firm’s Board of Directors and Executive Committee, Dan has practiced primarily in the employee benefits area since 1977. Department of Treasury’s IRS Advisory Committee on Tax Exempt and Government Entities. Dan Schwartz was appointed as Physician in Residence of the Merkin Institute for Translational Research on July 1, 2020. Schwartzs main clinical and training interests are: neuropsychological assessment of children with chronic illness (e.g. Dan also authored a chapter in Fundamentals of Health Law, Fourth Edition, published by the American Health Lawyers Association.ĭan is a former member of the U.S. He is the author of the BNA Tax Management Portfolio Employee Benefits for Tax-Exempt Organizations which has been in continuous print for over 20 years. He has written and lectured on topics in the benefits field including ESOPs, the exclusive benefit rule and employee welfare benefit plans and church plans. In 2017, he represented Advocate Health Care Network in a landmark ERISA case before the U.S. He has also served as primary counsel in a number of ERISA lawsuits. He has significant experience drafting and implementing defined benefit plans, defined contribution plans, deferred compensation plans, ESOPs, health and welfare programs and executive compensation programs. Dan Schwartz advises clients on all facets of employee benefits.

Daniel schwartz