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Julie Hogan Rodgers

Partner

Rodgers, Julie Hogan

Julie Hogan Rodgers has extensive experience in the practice of tax law, focusing on taxable and tax-free mergers and acquisitions, spin-offs, bankruptcies and restructurings, lending and financing transactions, and state taxation. She advises on all sorts of taxable matters for a variety of industries, including financial services, energy, clean technology and manufacturing, among others. In addition, Ms. Rodgers has successfully handled complex tax issues before the Internal Revenue Service and state taxing authorities.

Practice

Ms. Rodgers' corporate tax practice focuses on taxable and tax-free mergers and acquisitions, spin-offs, bankruptcies and restructurings, and lending and financing transactions. She is a member of the firm's State and Local Tax Group and has extensive experience in state income taxation and state sales and use taxes. As a member of the firm's Energy and Cleantech Group, she provides clients with advice on structuring their projects in a tax-efficient manner and assistance with federal and state tax incentives and credits, including the Section 1603 grant program and production and investment tax credits. Ms. Rodgers' practice also includes representing clients in federal and state tax controversies.

Learn more about Ms. Rodgers' practice and how she can support your startup at WilmerHaleLaunch.com.

Honors & Awards

  • Recognized as "Up and Coming" in the Massachusetts tax market in the 2014, 2015 and 2016 editions of Chambers USA: America's Leading Lawyers for Business
  • Recommended in the 2016 edition of the The Legal 500 United States for her Tax: US taxes non-contentious practice
  • Selected by peers for inclusion in the 2013-2017 editions of the Best Lawyers in America in the area of tax law
  • Named a "Massachusetts Super Lawyers' Rising Star" in the area of tax law in the May 2005, 2006, 2007, 2008 and 2011 issues of Boston Magazine

Publications & News

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May 5, 2017

WilmerHale Reps Tangoe in Acquisition by Marlin Equity Partners

WilmerHale client Tangoe, Inc., a global leader in telecom expense management solutions, and Marlin Equity Partners, a global investment firm, entered into a definitive agreement for Marlin to acquire all outstanding shares of Tangoe not already owned by Marlin for $6.50 per share in cash.

April 28, 2017

2017 Venture Capital Report

The 2017 Venture Capital Report offers an in-depth US venture capital market review and outlook, including industry and regional breakdowns, as well as a look at the following issues: steps startups should take now if they plan to secure a Series A round in 2017; common structures for management carve-out plans; best practices for private companies setting option exercise prices; the benefits of investing in qualified small business stock; and trends in venture capital financing terms, convertible debt terms and VC-backed company M&A deal terms.

April 26, 2017

WilmerHale Represents Medtronic in Senior Notes Offering

On March 28, 2017, Medtronic plc's wholly owned subsidiaries, Medtronic, Inc. and Medtronic Global Holdings S.C.A., issued an aggregate principal amount of $2 billion of senior notes in concurrent SEC-registered underwritten public offerings.

April 24, 2017

Eaton Vance Corp. Completes Senior Notes Offering

Eaton Vance Corp. closed a public offering of $300 million aggregate principal amount of its 3.500% notes due April 6, 2027. The public offering was made pursuant to an effective registration statement on file with the US Securities and Exchange Commission.

April 4, 2017

Progress Buys DataRPM for $30M to Build Business Apps

Progress Software, the leading provider of application development and deployment technologies, announced it has completed a $30 million acquisition of DataRPM, a privately held company and leader in cognitive predictive maintenance for the industrial IoT market.

February 14, 2017

WilmerHale Counsels Cynosure in $1.65B Acquisition by Hologic

The WilmerHale team on the transaction was led by Hal Leibowitz and Jason Kropp and included Andrew Bonnes, Kim Wethly, Leon Greenfield, Bruce Manheim, Steve Barrett, Laura Schneider, Amy Null, Julie Hogan Rodgers, Ciara Baker, Davis Sluis, Caroline Dotolo and Alex Civetta.

February 2, 2017

PAREXEL Announces Definitive Agreement to Acquire The Medical Affairs Company

WilmerHale is serving as legal counsel for PAREXEL in this transaction, with Jeff Hermanson leading the team that includes Julie Fogarty, Scott Kilgore and Julie Hogan Rodgers.

January 18, 2017

REDI Holdings Acquired by Thomson Reuters

Thomson Reuters has completed its acquisition of REDI Holdings, allowing Thomson Reuters to incorporate an advanced, cross-asset execution management system (EMS) into its buy-side trading capabilities.

November 9, 2016

WilmerHale Reps Hilton Special Committee in $6.5B Investment by HNA Group

The WilmerHale deal team was led by Partner Mark Borden and included Partners Jay Bothwick, Julie Hogan Rodgers, Bill Caporizzo, Erika Robinson, Jonathan Wolfman, Hartmut Schneider, Ben Powell, Jason Chipman; Counsel Eric Hanson; and Associate Cynthia Moon.

September 13, 2016

WilmerHale Advises Thermo Fisher Scientific in €1.6B Eurobond Public Offering

Thermo Fisher Scientific Inc. announced the completion of its public offering of €1 billion aggregate principal amount of 0.750% Senior Notes due 2024 and €600 million aggregate principal amount of 1.375% Senior Notes due 2028 at the issue prices of 99.122% of the principal amount and 99.748% of the principal amount, respectively.

Recent Highlights

  • Tax counsel to SS&C Technologies, BAE Systems, and Danaher Corporation in several private company acquisitions
  • Tax counsel to various companies, including State Street Corporation, Staples and Bottomline Technologies in debt and equity offerings and the establishment of credit facilities
  • Tax counsel to Dean Foods Company in its spin-off of TreeHouse Foods and spin-off of The WhiteWave Foods Company
  • Tax counsel to the debtors in the Constar International, Arch Wireless, Mattress Discounters, and KB Toys Chapter 11 proceedings
  • Tax counsel to developer in connection with a tax-advantaged, sale-leaseback financing facility to be provided by Key Equipment Finance in the amount of up to $75 million to finance solar photovoltaic projects
  • Tax counsel to developer forming a joint venture with an established energy company to develop solar power plants
  • Tax counsel to individuals and companies in Massachusetts tax controversies, including issues from domicile to transfer pricing

Professional Activities

Ms. Rodgers has been a guest lecturer at the Boston University School of Law, Graduate Tax Program, on tax issues related to bankruptcies and workouts. She is a member of the Tax Sections of the American Bar Association and the Boston Bar Association and the Boston Tax Forum. She is a former co-chair of the Boston Bar Association’s Federal Tax and Business Transactions Committee and current chair of the American Bar Association’s Corporate Tax Committee.

Practices

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Education

JD, cum laude, Harvard Law School, 2000

BChE, summa cum laude, Villanova University, 1997, Phi Kappa Phi, Tau Beta Pi

Bar Admissions

Massachusetts

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