Company: Holland & Knight LLP
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David G. O'Leary is senior counsel in Holland & Knight's Chicago office and serves as co-chair of the ESOP (Employee Stock Ownership Plans) Practice Group. His practice is concentrated primarily in the areas of ESOPs, employee benefits law, executive compensation, estate planning and related taxation. A member of the Private Wealth Services Group, he has considerable experience advising clients in these matters.
Loyola University Chicago School of Law, J.D.
University of Illinois, B.S., Finance
Mr. O'Leary advises companies and shareholders regarding the use of ESOPs in succession planning, leveraged buyouts, corporate reorganizations and corporate financial strategies. He represents the company and the shareholders in the corporate transactions necessary to implement such strategies. He also advises corporate and individual ESOP trustees and corporate officers and board members on fiduciary matters, including breach of fiduciary duties, prohibited transactions and delegation of responsibilities. He represents ESOP trustees in both sale and purchase transactions. He also represents lenders in transactions to finance the ESOP purchase of stock from selling shareholders, or to finance the acquisition of a new business. Mr. O'Leary has been involved in all facets of the ESOP cycle, including feasibility studies, plan design and implementation, leveraged financing and refinancing, sale of securities and plan terminations. He has considerable experience with plan audits and investigations by the Internal Revenue Service and Department of Labor.