Joshua Friedman advises clients ranging from startups to multinational public companies to private investment funds on their most complex equity and incentive compensation matters.

Josh counsels clients with respect to executive compensation, employee benefits, tax structuring, employee integration, and ERISA aspects of corporate transactions, including mergers and acquisitions, debt and equity financings, spin-offs, and restructurings. His clients include public and private company clients and their investors, venture capital, private equity, real estate funds, and investment managers.

Josh’s work includes:

  • Structuring, implementing and administering equity and incentive compensation arrangements, profits interests, phantom equity arrangements, and change in control arrangements
  • Advising on employment and severance agreements
  • Navigating the related tax, corporate, and securities law, as well as commercial concerns that arise in connection with such plans and arrangements
  • Advising on ERISA issues, including the investment of ERISA “plan assets,” and the establishment and operation of venture capital operating companies and real estate operating companies

Complementing his transactional work, Josh also serves as ongoing compensation counsel, providing clients day-to-day advice on benefits and compensation issues.

Josh’s experience includes advising:

  • Aircall on its US$120 million Series D financing*
  • Baylis Medical on its agreement to sell its cardiology business to Boston Scientific for an upfront payment of US$1.75 billion*
  • Biote on its definitive business combination agreement with special purpose acquisition company (SPAC) Haymaker Acquisition Corp III*
  • Carpe Data on its strategic growth investment from private equity firm Thomas H. Lee Partner*
  • Cedar Cares on its US$425 million acquisition of OODA Health*
  • Concurrent Real-Time on its US$166.7 million sale to Spectris from Battery Ventures*
  • DailyPay on its US$175 million Series D financing round*
  • DataRobot on its US$300 million Series G financing*
  • H Code Media on its investment from private equity firm Falfurrias Capital Partners*
  • Nutrafol on its agreement to sell a majority stake in the company to Unilever*
  • Pan Pacific International Holdings on its acquisition of Gelson’s
  • Shamrock Capital Advisors on its strategic investment in Learn on Demand Systems*
  • Shamrock Capital on its acquisition of Bayard Advertising
  • SmartAsset on its US$110 million Series D financing*
  • Sol de Janeiro on its sale of a majority stake to The L’Occitane Group*
  • Thirty Madison on its agreement to merge with Nurx*
  • ZOLL Medical on its US$538 million acquisition of Itamar Medical*

*Matter handled prior to joining the firm

Bar Qualification

  • California
  • Massachusetts
  • New York

Education

  • LLM, New York University School of Law, 2005
  • JD, Boston University School of Law, 2002
    cum laude
  • BA, University of Pennsylvania, 1999
    cum laude