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Dave Roettgers is a Shareholder focusing his practice on the purchase and sale of businesses, taxation, corporate finance and business law. He is a Certified Public Accountant and uses his prior experience at Arthur Andersen LLP where he provided tax planning and business advice for individual and business clients.

Representative Matters and Experience

  • Representation of families and owners in all types of business planning including the transition of the business to the next generation, financing, and restructuring.
  • Business sales/purchase transactions of all types and sizes, loan agreements, distributor agreements, sales representative agreements, non-compete, joint ventures and employment agreements.
  • Represented a management team’s purchase of a division of a public company.
  • Representation of an ownership group in a partial sale of a $200 million enterprise value company to a private equity firm.
  • Sale of a division of a business that supports heavy manufacturing and a related entity owning real estate. The purchase price was approximately $30 million.
  • Structured joint venture with a partner in Mexico, including ownership and manufacturing agreements.
  • Representation of a master limited partnership in the role-up of several partnerships to a single entity.
  • Structuring limited liability company partnership tax structures.
  • Evaluation and planning of a transaction to minimize tax effects of debt relief at both the corporate and individual levels.
  • Designed business structures to maximize tax benefits and legal protection for multi-state businesses.
  • Tax planning with respect to the purchase and sale of partnership interests and the overall effects on the potential partnership tax dissolution rules.

Location

  • 411 East Wisconsin Avenue, Suite 1000
    Milwaukee, WI 53202-4427

Education

  • Marquette University , J.D.
  • Marquette University, B.S.

Bar Admissions

  • Wisconsin, State Bar of Wisconsin

Affiliations

  • Marquette University Business Administration Alumni Association - Former President
  • Milwaukee Bar Association - Member
  • St. Joan Antida High School - Board of Directors, Finance Committee
  • State Bar of Wisconsin - Member
  • Wisconsin Petroleum Marketers and Convenience Store Association - Former Board of Directors and the Legislative Committee
  • Marquette University High School - Board of Directors, Alumni Committee

Court Admissions

  • U.S. District Court, Eastern and Western Districts of Wisconsin; U.S. Tax Court

Recognized in The Best Lawyers in America® 2023 for work in:

  • Corporate Law

Awards:

  • AV Preeminent® Peer Review Rated by Martindale-Hubbell®

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