Catherine counsels clients in all aspects of employee benefits and executive compensation, with a focus on mergers and acquisitions.
She regularly advises public and private companies, nonprofit entities, and governmental organizations on the tax implications related to executive compensation and employee benefits matters, including deferred compensation arrangements, equity compensation, and health and welfare benefits.
Prior to joining Eversheds Sutherland, Katie was a tax senior associate at a public accounting firm's Washington National Tax Office where she gained experience advising clients on the technical aspects of qualified and nonqualified retirement plans, fringe benefits, IRC Sections 83, 162(m), 409A, 4960, and the Affordable Care Act. She also conducted IRC Section 280G golden parachute calculations for public and private companies, and reviewed waiver agreements for private companies contemplating a shareholder cleansing vote.
Katie is admitted to the Virginia Bar. She has submitted her application to the District of Columbia Bar. Her work is supervised by District of Columbia Bar members.
- Represented IGM Financial, one of Canada's largest diversified wealth and asset management companies, in its purchase of an approximately 20.5 percent equity interest in Rockefeller Capital Management, for consideration of approximately $622 million.
- Eversheds Sutherland advised T.Y. Lin International in connection with its acquisition of Greeley and Hansen, a leader in developing innovative engineering solutions for a wide array of water, wastewater, water reuse and solid waste challenges.
- Represented India-based supplier of pharmaceutical and nutraceutical products and services in its acquisition of a capsule manufacturing business from a subsidiary of Nestle Health Sciences.
- Represented G&L Holdings, Inc. in the sale of all issued and outstanding equity of Grain Craft, the largest US-based independent flour miller.
- Represented DIAKRIT AB, a leader in global real estate marketing, on its acquisition of Virtuance, LLC, a US-based leading real estate photography provider.
- Virginia
- J.D., Washington and Lee University School of Law
- B.A., University of Alabama
Latest Insights
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Latest News
- NewsRCR Wireless News: Netmore buys Senet to create trans-Atlantic LoRaWAN operator
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- NewsEversheds Sutherland Advises DIAKRIT in Acquisition of Virtuance
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Insights
Small businesses & M&A transactions: Considerations when a company uses a P...
Insights
More time to catch up: IRS announces two year delay of Roth catch-up requir...
Insights
Preparing employee benefit plans for the emergency exit
Insights
Simply the vest: IRS streamlines rules for retirement plan forfeitures
News
RCR Wireless News: Netmore buys Senet to create trans-Atlantic LoRaWAN oper...
News
Eversheds Sutherland Advises IGM Financial Inc. in Acquisition of Stake in ...
News
Eversheds Sutherland Advises DIAKRIT in Acquisition of Virtuance
News
Eversheds Sutherland Advises Element Markets in Merger with Bluesource to F...