Sam is an associate in Calfee’s M&A and Corporate practice groups. He is also a member of Calfee’s Tax practice group and regularly advises both public and privately-owned companies on tax matters, including federal, state and local tax issues in corporate transactions. Sam is also a member of Calfee’s Public Law and Finance group and regularly counsels governmental issuers, 501(c)(3) entities and underwriters with respect to tax issues related to the issuance of tax-exempt bonds, including the arbitrage and rebate rules and private business use.
Sam’s corporate and M&A practice focuses on counseling public and privately-owned companies with respect to transactional matters, including mergers and acquisitions and a wide range of general corporate and business matters such as equity offerings and commercial contracts. Sam serves all types of clients, whether start-ups, closely-held family businesses, private equity firms or multinational public companies, in a broad range of industries, including healthcare, energy, chemicals and consumer products. His tax practice is primarily devoted to assisting clients in structuring tax-efficient transactions from formation through dissolution. Additionally, Sam has significant experience with counseling nonprofit organizations with respect to all manners of issues, including those related to formation and ongoing operations.
Sam has worked on a wide variety of merger and acquisition transactions, representing both buyers and sellers, including numerous privately-owned companies and public companies such as RPM International Inc., Chart Industries, Inc., Invacare Corporation, Linsalata Capital Partners, Ferro Corporation and The Lincoln Electric Company. For a list of representative transactions, please click here.
Sam is a member of the Board of Directors of COAR Peace Mission, an organization dedicated to supporting a children’s village for disadvantaged youth in El Salvador. He is also a member of Calfee’s Hiring Committee and is a regular presenter at the annual Cleveland Tax Institute, as well as a member of the Tax Club of Cleveland.
He received a B.S.B.A. (summa cum laude), Master of Accounting and J.D. (summa cum laude) from The Ohio State University.
Sam began his tenure at Calfee in 2012.