Attendees

Welcome

It's great to have you here.

I am thrilled to be hosting our first annual Tax Summit in January 2025. I've had the opportunity to meet many of you one on one, and I firmly believe that there is tremendous value in bringing this group together in person. It is my hope that through this summit, you will be able to build relationships across the portfolio, leverage each others shared experiences and feel aligned and knowledge on our direction.

The strength of the wolf is the pack, and this is an incredible pack.

Cheers,

Dmitry Zelik

Partner, Tax

ADDMAN Group

Chris DuPonte | Tina Chapman

Aker USA

Sander Seeberg

Lahoud Ladho

Aluminium Duffel

Aluminum Dunkerque

Camille Bossart

Pat D'Agostino

Austin Powder

Brock Group

Mike Dear | Mukta Kapoor

Commonwealth
Rolled

Glenn Miller | Ash Ambulgekar

GD Energy

Jerod Stanton

American Industrial

Neil Snyder | Elisabeth Luleich | Lou Tedesco

Attindas

Marcy Lemieux

CSC

Joyce Thomas | Daniel Cole

Entrans International

Danny Torres | Carol Ricketts

Frank Wohletz

Grain and Protein Technologies

Letha Unthank | Jie Liu

Nick McGrath

Ascent Aerospace

Boart Longyear

Robert Titensor

Greg Mitula | Steven Peters | Rudy Wyland

Crestview Aerospace

Enviva

Jim Geraghty | Serim Kakkos

Molycop USA

Jeffrey Riley | Joyce Chen

Nexpera

Elva Villafuerta

Optimas

Teresa Cannon

Reladyne

Matt Green

Strike USA

Martin Fite | Brad Fielding

Veoneer

Darcy Kruitbosch

Presenters

Chris Dupuis

Senior Manager, International Tax Services

Chris has over 18 years of experience in providing international tax services to companies in various industries, including technology, financial services, and industrials. He provides a range of consulting, compliance and global tax provision services including global restructuring, choice of entity planning/formation, foreign tax credit planning, Global Intangible Low Tax Income (GILTI) analysis, and Pillar Two global minimum tax. Chris has extensive experience in leading global tax provision and compliance engagements and has led national and regional internal training on advanced topics such as Accounting for Income Taxes: Accounting for Foreign Entities and U.S. international tax compliance considerations. Prior to joining RSM in 2023, Chris served as tax director at a publicly traded, multinational company in Houston where he focused on global tax provision, U.S. and local country income tax compliance, and global tax planning.

Dan Farrell

Partner, EY

Dan is a partner in our International Tax and Transactions practice with over 30 years of experience working with our private equity clients on capital markets issues and cross-border planning including tax efficient financing and joint venture structures, merger and acquisition planning, post-merger integration and US inbound and outbound tax planning.Dan has extensive experience with fund and management company formation and operational tax issues and has advised many multi-jurisdictional clients on structuring to accommodate investor and owner level considerations, remuneration planning and investment level considerations. He has also worked with portfolio companies of private equity clients to monitor and address tax risks and planning opportunities.

Gary Silacci

Partner, Transaction Advisory Services, EY

Gary is a transaction tax partner in Ernst & Young’s Transaction Tax Advisory services practice. He joined the Firm in July 2002. Prior to joining EY, Gary was a tax partner in a similar practice with another global public accounting firm. Gary has more than 25 years of transaction tax experience and a broad background in federal income tax law. He is well versed in corporate, flow-through, and cross-border transaction tax matters. He has presented on merger and acquisition related topics to various business associations and forums, including the Tax Executive Institute of Boston.

Transaction Specific Experience

He has extensive experience working with both corporate accounts and private equity firms in transaction tax planning, tax due diligence, and post-transaction tax implementation matters.
Gary has also assisted multi-national clients with cross-border transactions, including advising on cross-border financing and capitalization tax considerations and related tax planning.
Gary has worked on transaction in many sectors, including the retail and consumer products, technology and life sciences.

Giovanni DiCenso

Principal, M&A Transaction Services, Deloitte

Giovanni is a tax Principal in the M&A Transaction Services practice. He has over 25 years of experience at Deloitte, 20 plus years as a dedicated M&A specialist and 5 years of international tax and transfer pricing experience. Giovanni advises primarily private equity clients on tax structuring, cash tax modeling, tax due diligence, and transaction documents in connection with mergers, acquisitions, dispositions, IPO’s, debt workouts and restructurings and recapitalizations. Giovanni has led a number of cross-border transactions involving targets located in Europe, North and South America, and Asia, and has advised on numerous transactions across a range of industries including technology, healthcare, infrastructure, financial services, retail consumer and industrial products, manufacturing, and professional services.Giovanni received his BA in Philosophy from the University of Notre Dame, his JD from Ohio Northern University’s Pettit College of Law, and his LLM in International and Comparative Laws from the Georgetown University Law School.

Matt Maggiacomo

Principal, Deloitte

Matt, based in New York, is a principal in our M&A Transaction Services tax practice. Matt has 10 years+ of experience advising private equity clients and multinational companies on both foreign and domestic acquisitions and dispositions, (re)financings, acquisition structures, pre- and post-acquisition restructurings and integration, corporate spin-off transactions, and joint ventures. He has an extensive background in cross-border transactions and the related potential impact of both foreign and US tax rules. Matt has significant experience across various industries with a focus on industrials, infrastructure and technology / SaaS companies, as well as aerospace and defense, consumer, and health care and life sciences businesses.With several years of legal practice before joining Deloitte, Matt previously represented clients throughout the M&A transaction life-cycle, providing legal guidance on the corporate and tax aspects of various transactions and related documentation, including merger agreements, purchase agreements, partnership & joint venture agreements, and tax receivable agreements, etc.

Toni Thereault

Partner, RSM

Justin Gurney