Kevin M. Sarro
Kevin Sarro represents private equity funds, portfolio companies, and financial institutions in crafting pragmatic solutions to their complex U.S., international, and state and local tax issues. He advises on various tax matters, including the structuring and negotiation of private equity investments, growth equity investments, international (cross-border) activities, fund formations, reorganizations, financing transactions, debt restructurings, medical practice investments, and other general corporate and partnership matters. Kevin’s focus is always on the issues with the highest economic impact, a practical approach that clients appreciate as it keeps the team from getting bogged down with immaterial ancillary matters.
Recognition
- Harry J. Rudnick Memorial Award for distinction in the LLM Tax Program at NYU
Representative Engagements
- Represented BV Investment Partners as the financial sponsor supporting the merger of Novigo and Krypt.
- Represented Sunstone Partners, and its portfolio company Meeting Play, in the merger of Meeting Play and Aventri, a cloud-based event management company.
- Represented New Heritage Capital in connection with its acquisition of Icelandirect, a contract manufacturer and private label supplement company.
- Represented Riverside Partners in its platform investment in Sequoia Consulting Group, a life sciences consulting group that serves many of the largest biotech companies in the world.
- Represented M/C Partners in its investment in Edafio Technology Partners, the largest IT managed services provider (MSP) in Arkansas.
- Represented Mainsail Partners and its portfolio company Aspire, a leading provider of business management software for commercial landscaping companies, in ServiceTitan’s acquisition of Aspire.
- Represented Spectrum Equity in its growth investment in PWNHealth, a leading provider of healthcare diagnostic testing enablement solutions.
- Represented Sverica Capital Management in its strategic investment in Stream Companies, LLC, a marketing solutions provider to the automotive industry.
- Represented Boston IVF Ventures in acquiring a majority interest in Delaware Institute for Reproductive Medicine, a physician-owned IVF clinic.
- Represented Copley Equity Partners as investor in Cartessa Aesthetics, a leading North American aesthetic device supplier.
- Represented Pathlight Capital in connection with a $150M secured term loan credit facility for Hudson's Bay Company, a Canadian retail company which owns and operates Saks Fifth Avenue.
- Represented Bank of America as administrative agent in the refinancing of Vertex Pharmaceuticals existing revolving credit facility with a new, $500M unsecured, cross-border revolving credit facility.
Education & Credentials
- New York University School of Law
- LLM, 2016
- Taxation
- Harry J. Rudick Memorial Award for distinction in LLM Taxation Program
- Boston College Law School
- JD, 2015
- Cornell University
- BS, 2006
Admissions
Massachusetts
New York
Focus Area
Kevin's Insights
Announcements 04.10.2024
BV Investment Partners Announces Investment in Balance Partners
Choate represented BV Investment Partners in its investment in Balance Partners, a specialty insurance managing general agency.