Jason Rothschild
Image of Jason Rothschild

Jason Rothschild

Counsel

Email

jason.rothschild@aoshearman.com

Phone

+12126106345

Offices

Austin

V-CARD
Jason advises clients on a range of complex legal, regulatory, and contractual matters related to compensation, employee benefits, employment laws and ERISA.

He routinely counsels clients on pension plan investment and compliance with ERISA's fiduciary obligations and prohibited transaction rules, and advises financial institutions, asset managers, and other retirement plan service providers with respect to the varied services and financial products (including complex structured products and derivatives) they offer to U.S. pension plans.

Jason also advises public and private clients on the design, implementation, and administration of their executive compensation plans and arrangements, including deferred compensation, equity and incentive plans, and severance and change in control agreements. Jason most recently worked as a senior ERISA and client services counsel to a multinational investment management firm, where he led and managed negotiations of billion-dollar contracts with institutional clients.

Expertise

Experience

Representative matters

  • Forevision Holdings Limited, a subsidiary of Foresightresearch Pte. Ltd., in connection with its acquisition of a controlling stake in Block Bond Hold.
  • Blackrock and Grain Management on their joint acquisition of a minority interest in Phoenix Tower International.
  • Greif, a global leader in industrial packaging products and services, on its contemplated acquisition of IPACKCHEM Group SAS, a global leader in premium barrier and non-barrier jerrycans and small plastic containers, from an affiliate of private equity firm SK Capital Partners LP for USD538m.
  • JDE Peet’s on a strategic transaction with Caribou Coffee, a global premium coffeehouse with more than 700 coffeehouses worldwide.
  • OCI Global, a leading global producer and distributor of hydrogen products, on its sale of 100% of its equity interests in its Clean Ammonia project under construction in Beaumont, Texas, to Woodside Energy Group Ltd. for a total consideration of USD 2.35bn. 
  • OCI Global on the USD2.05bn sale of its global methanol business to Methanex Corporation.
  • RHI Magnesita on its USD430m acquisition of Resco Group, a U.S. business that produces heat-resistant materials.
  • SAP SE on the acquisition of LeanIX, a Software-as-a-Service (SaaS) provider for managing enterprise architecture and multi-cloud environments. This is one of the largest venture capital transactions in Germany.
  • WillScot Mobile Mini on its acquisition of McGrath RentCorp.
  • Cube Content Governance Global Limited (CUBE), a global leader in automated regulatory intelligence and a portfolio company of Hg, a leading investor in European and transatlantic software and services businesses, in its acquisition of the regulatory businesses of Thomson Reuters Corporation.

Pro bono

  • Professional Advisory Council and Legal Adviser.
  • Rett Syndrome Research Trust.

Published Work

  • Faculty speaker: ALI-ABA audio seminar, “The 25% Exception Under ERISA’s “Plan Assets” Rules: Withdrawals May Deposit Investment Funds Into ERISA Coverage”, March 12, 2009
  • Co-Author, “Unwitting Violations of ERISA 25 Percent Test”, Law360, Wednesday, Dec 31, 2008
  • Co-Author, “ERISA and Severance Pay Arrangements”, Employee Benefit Plan Review, October 2007
  • Co-Author, “Has the Supreme Court Said “Yea-tes” to Section 414(q): Revisiting Top Hat Plans in Light of Yates”, Tax Management Compensation Planning Journal, January 7, 2005

Qualifications

Admissions

New York, 2001

Academic

JD, Boston University School of Law, 2000

- International Law Journal

BA, Departmental Honors, Political Science, Union College, 1995

Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.