SADIS - Key Persons
Alex Gelinas is a Senior Counsel in the firm's tax group. Alex focuses his practice on providing tax advice to investment managers of hedge funds, private equity funds and other investment funds on all aspects of their businesses, including management entity and fund formation, partnership taxation issues, compensation arrangements and ongoing investment activities and transactions. Alex also provides tax advice to U.S. pension funds, sovereign wealth funds and other U.S. and foreign institutional investors in connection with their investments in private equity funds, hedge funds and U.S. joint ventures. He also has extensive experience in providing tax planning advice to high-net-worth individuals and families.
In addition, Alex has extensive experience with respect to the "plan assets" and other ERISA regulatory issues applicable to sponsors of, and institutional investors in, onshore and offshore hedge funds, private equity funds and other pooled investment vehicles, including funds-of-funds. He has published many articles and lectured on various tax and ERISA regulatory subjects applicable to the investment management industry. Alex has practiced tax law with major law firms in New York City for several decades.
Prior to joining Sadis & Goldberg, he was a partner at Sidley Austin LLP for many years and a partner at Brown & Wood LLP.
PRACTICE AREAS
Tax & ERISA
Jeffrey C. Goldberg is a member of the firm's Executive Committee. Jeffrey concentrates his practice in real estate, finance and corporate, with a special focus on family offices and entrepreneurs.
In his real estate practice, he represents a range of clients including owners, investors, tenants and lenders in a variety of commercial, financial and real estate transactions. His experience included advising on contracts, partnerships and project dispositions as well as representation in real-estate-secured financing.
In his finance and corporate law practice, he represents a wide variety of corporations and financial investors as well as entrepreneurs and owners of small- and medium-size businesses. He provides legal assistance in corporate finance transactions, both domestic and international, including acquisitions, private placements, joint ventures, employment and financing.
Jeffrey's business and corporate background allows him to serve as general counsel to numerous family offices. He provides advice regarding business and real estate acquisitions and divestitures, private equity investments, venture capital investments and other transactions involving the family enterprise.
Prior to joining Sadis & Goldberg, Jeffrey was an associate at Milbank, Tweed, and Hadley & McCloy LLP.
PRACTICE AREAS
Corporate
Job Titles:
- Partner
- Partner in the Financial Services
Jonathan Bernstein is a Partner in the Financial Services and Corporate groups. Jonathan focuses his practice in matters concerning mergers & acquisitions, corporate law and general corporate counseling. He serves as a trusted advisor to private equity sponsors, family offices and middle-market and family-owned businesses across industries. Jonathan has experience representing clients across the fashion, apparel, distribution, consumer products, media, manufacturing, healthcare, technology and hospitality industries, among others. He assists our clients in connection with acquisitions, divestures, sales and financing. Our clients benefit from Mr. Bernstein's knowledge of their businesses to execute transactions, along with his extensive experience executing complex transactions. As an outgrowth of the close relationships he develops with our clients, Jonathan routinely works with our clients to craft business strategies which meet their business priorities while managing risk. He also serves as an outside general counsel, advising on the full gamut of day-to-day legal issues. He takes a practical approach to deal-making that puts a premium on big-picture issues that matter to his clients.
PRACTICE AREAS
Corporate
Job Titles:
- Partner
- Partner in the Firm 's Financial Services and Corporate
Paul D. Fasciano is a partner in the firm's Financial Services and Corporate groups. Paul began his career as a general corporate attorney, and now focuses his practice on representing private fund managers, both in the formation phase and also in ongoing corporate and transactional matters, including mergers and acquisitions, activist investor representation, securities law compliance and derivatives.
Paul regularly counsels clients on structuring and forming U.S. and non-U.S. private investment funds, including hedge funds, private equity funds and custom "hybrid" funds incorporating features of both. Funds advised by Paul cover a wide variety of strategies and asset classes, with varying liquidity characteristics, including more typical asset classes such as publicly traded equities, as well as less typical asset classes such as loans, consumer receivables and renewable energy credits. He also has extensive experience in drafting and negotiating agreements memorializing the relationship between the principals of a fund.
Paul has advised participants in a variety of public and private merger and acquisition transactions in diverse industries (e.g., marketing research, defense, energy, cosmetics, apparel and steel), and has brought this practice to focus on transactions involving investment advisers, broker-dealers and other players in the financial services industry.
Paul has a broad range of experience in the activist investor arena, having represented both activist investors as well as public companies that have been the targets of activist investors. His representation has covered a wide range of activities, from low level agitation such as letters to the board, to full blown proxy contests and/or tender offers in an effort to take control of the company.
In the securities area, Paul is an expert in filings under Sections 13 and 16 of the Securities Exchange Act, and has represented numerous public companies in connection with their reporting obligations under the Securities Exchange Act. In the derivatives area, he has deep experience with negotiating the standard International Swaps and Derivatives Association (ISDA) documentation with all major banks, and has also been involved in the creation of complex custom derivatives products. Prior to joining Sadis and Goldberg, Paul was an associate in the Corporate Department at Weil, Gotshal & Manges LLP and a civil engineer and local area network (LAN) administrator with Keyspan Energy (now part of National Grid).
PRACTICE AREAS
Corporate
Job Titles:
- Partner
- Partner in the Financial Services
Paul Marino is a partner in the Financial Services and Corporate Groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
PRACTICE AREAS
Corporate
Job Titles:
- Partner
- Partner in the Firm 's Financial Services and Corporate
Robert Cromwell is a partner in the firm's Financial Services and Corporate groups. Robert's practice is focused on purchases, sales and recapitalizations of private companies, venture capital start-ups and related financings, private investments funds, SPVs and joint ventures, and representing founders, managers and boards of operating businesses and investment funds.
Robert's transactional experience includes: corporate and LLC startups, restructurings and exits; registered and private securities offerings; secured loan facilities; formation and investment activities of venture capital funds, private equity funds and hedge funds; preparation of corporate and partnership governing documents, registration statements and periodic financial reports; structuring equity incentive plans, bonus plans and employment agreements; counseling boards of directors and committees of operating businesses and investment funds.
Robert's experience prior to joining Sadis & Goldberg includes serving as the chief legal officer to registered investment adviser subsidiaries of multi-national public companies, Nomura and KBW, and as legal counsel to a registered investment adviser subsidiary and a trust company subsidiary of General Motors. He commenced his legal career as an associate with the law firms Shearman & Sterling and Brown & Wood.
PRACTICE AREAS
Corporate
EDUCATION
J.D., Fordham University School of Law, 1987, Law Review
B.A., Emory University, 1982