Eric Robertson

Representative Experience

• Nonprofit Entities Plus

  • Counseled nonprofits of varying sizes on mergers and acquisitions with peer organizations to advance charitable missions and expand programmatic offerings and geographic reach.

  • Guided nonprofits through dissolution and wind-down processes, including the transfer of complex assets and restricted funds.

  • Represented a nonprofit in an investigation by the Oregon Department of Justice Charitable Activities Section, resulting in no findings against the organization or its directors.

  • Partnered with nonprofits, school districts, private K–12 schools, and higher education institutions to structure, draft, and negotiate executive employment agreements for presidents, heads of school, executive directors, and other senior leaders.

  • Designed and implemented deferred compensation arrangements for executives in compliance with Internal Revenue Code Sections 409A and 457.

  • Structured and negotiated fiscal sponsorship, grant, endowment, and gift agreements to support and strengthen nonprofit funding strategies.

• Executive Compensation Plus

  • Drafted a variety of equity compensation plans, which award incentive stock options, nonqualified stock options, restricted stock, restricted stock units, and synthetic or phantom equity.

  • Drafted numerous bonus agreements, phantom equity agreements, and other deferred compensation plans within the limitations of Code Section 409A of the Internal Revenue Code.

  • Performed due diligence on executive compensation plans of target financial services entity and advised client on the legal risks associated with such plans, and options related to the assumption, termination, or modification of the target’s plans as part of broader acquisition transaction.

• Mergers & Acquisitions Plus

  • Advised a private university on the acquisition of another private university’s assets, including complex endowments and real estate holdings.

  • Represented a manufacturing company in the sale of assets to a private equity buyer.

  • Counseled a manufacturing business on a stock sale to a regional manufacturer, navigating complex corporate governance, environmental, and labor considerations.

  • Represented dissolving nonprofits in negotiating the transfer of complex assets to aligned nonprofit organizations.