Overview
Lisa focuses her practice on tax, compliance and fiduciary issues relating to qualified and nonqualified retirement plans, executive compensation and deferred compensation plans, transactional work involving transition of benefits and plan mergers and transfers, and dispute resolution including Internal Revenue Service (IRS) and Department of Labor (DOL) controversies.
Lisa has more than 25 years of experience as a dedicated employee benefits attorney and has been with Benesch for over 20 years. Her experience includes serving as the first in-house ERISA counsel to a Fortune 200 company headquartered in the northeastern Ohio area, as well as a tax consultant with a big four accounting firm in the Los Angeles office.
In the transactional part of her practice, Lisa has advised clients on benefits matters on hundreds of transactions, including negotiating complex defined benefit plan asset transfers, transition of self funded medical plans and retiree medical benefits, spin offs, and mergers and consolidations of qualified retirement plans.
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Experience
Represented GarageCo Holdings, Inc. in its add-on acquisition of Omaha Door & Window, expanding the GarageCo platform.
Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition of Linda Rogers & Associates, a specialized advisory, program management, and engineering firm with differentiated capabilities in information technology, regulatory compliance, and cybersecurity, in support of critical power infrastructure and network resiliency and reliability.
Represented Trivest in the platform acquisition of Province, a leading and nationally recognized restructuring and advisory firm.
Represented Loar Holdings Inc., a diversified manufacturer and supplier of niche aerospace and defense components, in its acquisition of Applied Avionics, Inc., a manufacturer of highly engineered avionics interface solutions catering to the aviation industry, valued at $385 million.
Represented the Buyer in its acquisition of a company engaged in the sale and servicing of first responder vehicles.
Represented IntegriChain, a portfolio company of Nordic Capital, in its acquisition of BridgeView Data Solutions, a commercial data warehouse and data aggregation business.
Represented LeadsOnline, LLC, a portfolio company of TA Associates, in its acquisition of Nighthawk.cloud, LLC, a provider of data analytics software to law enforcement and investigative agencies.
Represented private equity sponsor in its simultaneous acquisitions of an oncology practice service provider and a group purchasing organization.
Represented the buyer in its acquisition of the majority interest in a plumbing and HVAC repair and contracting company located in Tennessee.
Represented the buyer in its acquisition of a pet treat manufacturing company, a transaction which included a rollover of equity interests.
Represented a private equity-back manufacturer of machine tools in its acquisition of a manufacturer of plastic injection molding & precision machined components for telecom equipment.
Represented a global leader in the formulation, development and manufacture of performance polymer solutions in its acquisition of a developer of premium thermoplastic elastomer (TPE) materials for manufacturers across a diverse range of industries throughout North America, Asia and Europe.
Represented a public, world-leading polymers group in its acquisition of a provider of high-quality thermoplastic elastomers for all size orders across the United States.
Represented Human Arc Corporation in its acquisition of the stock of L&S Associates, Inc.
Represented Altus Capital Partners II, L.P. in the acquisition of Nichols Portland, a division of Parker Hannifin Corporation. Team handled all aspects of the acquisition – the acquisition itself and the equity and debt financing of the acquisition.
Represented ACU-Serve received a majority growth investment from a private equity firm specializing in investments in financial services, business services and financial technology companies.
Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition via merger of GridBright, a leading power industry technology solutions firm.
Represented a national vehicle dealership chain in the negotiation of a mortgage loan to be used as indirect financing for the future expansion of the client’s business and related acquisition of other assets.
Represented Wilderness Trail Distillery, a premium artisan bourbon distillery, in the sale of 70% of its membership interests to Campari, a Milan-based Italian Spirits group, for $600 million in enterprise value.
Represented vascular surgeon and his physician practice in sale to national private equity backed platform of vein clinics.
Represented a health-insurance advisor in the sale of its business to a strategic acquirer.
Represented springbig, the largest loyalty and marketing automation platform to serve the cannabis Industry, in entering into a definitive agreement for a $500 million de-SPAC transaction resulting in springbig being listed on Nasdaq through a merger with Tuatara Capital Acquisition Corporation. The merger accelerated springbig’s visions to serve cannabis brands by consolidating a highly fragmented cannabis technology ecosystem across loyalty, data analytics, advertising, and other areas influencing consumer experience and marketing effectiveness.
Represented Orbital Health in a $600,000 pre-seed venture capital investment leb by Comeback Capital and including Right Side Capital Management, EV Private Investments and GAM Investments.
Represented Signet Jewelers SIG (NYSE) in its acquisition of a jewelry subscription and retail business, Rocksbox.
Represented Kaulig Capital, in partnership with management, in its acquisition of Phillips Syrups & Sauces, a maker of food items largely used in coffee and ice cream shops.
Represented Gridiron Capital Partners in its initial platform acquisition of Jacent Strategic Merchandising, a provider of strategic impulse, in-line and check stand, merchandising products and solutions to retailers.
Represented a private equity sponsor in its acquisition of the assets of a domestic and international intermodal drayage and transportation logistics company.
Represented a manufacturer and distributor in its exchange of business division assets with a third party.
Represented the buyer in its acquisition of a manufacturer and distributor of piston sealing, retaining and snap rings.
Represented Watkins Associated Industries, Inc. in its acquisition of Nova Engineering and Environmental, LLC, a provider of environmental consulting and engineering and construction testing and inspections services.
Represented Loar Group in its asset acquisition of a designer and manufacturer of high-quality de-icing systems for corporate and general aviation aircraft, flexible couplings and surge boots used in airborne refueling technology, and hovercraft skirts for use by the United States Armed Forces.
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Credentials
Education
Clerkships and Bar Admissions
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- AV® Rated, Martindale-Hubbell Peer Review
- Listed, Best Lawyers® “Best Lawyer®”, Employee Benefits (ERISA) Law, 2024, 2025, 2026
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