Rich is a shareholder in our Madison office and a member of our Corporate Practice Group. His practice is focused on corporate and partnership mergers and acquisitions, corporate and partnership reorganizations, advice on tax-optimized debt and equity restructurings, structuring and financing business acquisitions, corporate banking and lending transactions, representation of banks before federal and state banking authorities, corporate governance matters, venture capital, emerging companies, tax law, succession planning for closely-held businesses, and resolving corporate, partnership and limited liability company governance matters including minority equity-holder lawsuits. In addition to his private practice, Rich is a frequent author and lecturer on business law and tax-related topics.
Rich is known for providing value oriented solutions in complex transactions, his commitment to excellent client service and his practical approach focused on resolving issues and reaching closing.
Rich joined our Firm in 2013 as a shareholder. Previously he was a partner in a large Midwestern law firm and, prior to that, associated with international law firms based in New York City and San Francisco. Prior to law school, Rich practiced accounting with Arthur Young & Co. and is a certified public accountant (inactive). He is admitted to practice law in Wisconsin, California and New York.
Representation of buyers and sellers in structuring and financing purchases and sales of companies and businesses in the lines of manufacturing, distribution, banking, financial services and investment management advisory services.
Representation of corporations, limited liability companies, partnerships, and not-for-profit corporations regarding fiduciary duty and corporate governance matters.
Succession planning for corporations, bank holding companies, partnerships and limited liability companies through stock sales, stock right plans, phantom stock plans, stock option plans, incentive stock options, shareholder agreements and equity acquisition plans to achieve succession planning goals.
Restructurings of corporations, bank holding companies, partnerships and limited liability companies to achieve succession planning and estate planning goals.
Representation of private equity and venture capital funded businesses principally related to medical technologies.
Representation of corporations in resolving minority shareholder disputes and litigation in lines of business relating to manufacturing, distribution, real estate development, hotels, insurance and professional services.
Representation of partnerships throughout the United States in resolving minority partner disputes and litigation in lines of business relating to law, timber, commercial real estate, residential real estate and commercial real estate development.
Representation of banks, bank holding companies and members of Boards of Directors in transactions before the federal and Wisconsin bank regulatory authorities.
Representation of trustees regarding interpretation and implementation of trust governing documents.
Representation of partnerships, limited liability companies and corporations in debt workout transactions.
Reverse stock exchange (a/k/a “reverse squeeze-out”) for a privately-held bank to reduce the number of shareholders.
Reverse stock exchange (reverse squeeze-out) for a privately held corporation.
Representation of one of Wisconsin’s largest privately held insurance companies in its sale to a publicly traded insurance company.
Representation of management group in structuring and implementing its management buy-out of an investment advisory manager and affiliated group of mutual funds from a regional bank holding company.
Representation of management group in structuring and implementing its management buy-out of a national commercial real estate developer.
Admitted To Practice
American Institute of Certified Public Accountants
State Bar of California
State Bar of Wisconsin
Wisconsin Institute of Certified Public Accountants
Chair of Executive Committee and Advisory Board, University of Wisconsin Carbone Cancer Center (2007 - present)
President and Board of Directors, Cancer Data Exchange of Wisconsin, Inc. (philantropic longitudinal cancer database for researchers) (2013 - present)
Board of Advisors, technology makers-movement fab lab in Oakland, California of innovation, fabrication and creativity (2013 - 2014)
President and Board of Directors, Friends of Carbone Cancer Center, Inc. (2011 - present)
President and Board of Directors, Dairymen’s Foundation, Inc. (philantropic charity focused on supporting education and environmental activities in Vilas County, Wisconsin) (2009 - present)
Madison Symphony Orchestra, Advisory Board (2015 - present); Member of Board of Directors (2010 - 2015)
Chair, Chapter 183 Wisconsin Limited Liability Law Subcommittee of the State Bar of Wisconsin Business Law Section (2005 - present)
Co-Chair, Arts Ball - Annual Benefit for Madison Museum of Contemporary Art and Madison Symphony Orchestra (2011 - 2015)
Board of Directors, $65 million community bank (2008)
Board of Directors, Business Law Section of the State Bar of Wisconsin (2005 - 2011)
Board of Directors and Secretary, Monona Terrace Community Programs, Inc. (2004 - 2012)
Chairman, Wisconsin Institute of Certified Public Accountants Annual Tax Conference (2001)
Co-Chair, Partnership Workouts Subcommittee of the American Bar Association Section of Taxation (1997 - 2009)
Legal Counsel, $8 million private sector funding initiative for construction of Monona Terrace Community and Convention Center (1994 - 2007)
Board of Directors and Legal Counsel, Wisconsin Manufacturing Extension Partnership (1994 - 2002)
Listed in The Best Lawyers in America (Corporate Governance Law, Corporate Law, 2006 - 2016; Financial Services Regulation Law, Corporate Compliance Law, 2013 - 2016; Business Organizations (including LLCs and Partnerships) 2015 -2016; Banking and Finance Law, 2016; Lawyer of the Year, Corporate, 2013)
Recognized as a Wisconsin Super Lawyer (2014 - 2015)
Listed in Who's Who in America (2006 - 2015 ed.), Who's Who in the World (2009 - 2015) and Who's Who in American Law (2009 - 2011 ed.)
Rated AV Preeminent by Martindale Hubbell
Voted by peers in Madison Magazine as one of Madison's best attorneys (2001, 2003, 2005 and 2007)
Selected by In Business magazine as one of Madison's civic-minded executives in its Annual Executive Register (2006 - 2015)
Juris Doctor, University of Wisconsin Law School, 1986
Master of Laws, New York University School of Law, 1989, Taxation
Bachelor of Business Administration, University of Notre Dame, 1981, Accounting, high honors