Jonathan Marks is a partner in the Finance & Acquisitions Group of Davis Graham & Stubbs LLP. He concentrates his practice on the design and administration of all types of employee benefit plans, executive compensation arrangements, and equity compensation plans, as well as on the employee benefits and executive compensation issues arising out of mergers, acquisitions, and public offerings.
Mr. Marks has substantial experience designing, drafting and amending all types of benefit plans and arrangements, including qualified retirement plans (401(k), defined contribution, defined benefit, collectively-bargained, and governmental plans), tax-sheltered annuities, health and welfare plans, and other fringe benefit arrangements. He also counsels clients on the day-to-day administrative, fiduciary, and legal compliance issues that arise under their plans and has assisted clients with the preparation and negotiation of voluntary compliance program submissions and other matters pending before the Internal Revenue Service, Department of Labor, and other governmental regulatory agencies.
Mr. Marks has assisted clients in the drafting, design, and administration of all forms of cash and equity compensation arrangements, including annual and multiyear cash bonus arrangements as well as time and performance-vested stock options, restricted stock, stock appreciation rights, and partnership equity arrangements. He has significant experience in drafting executive employment agreements, nonqualified deferred compensation plans, and supplemental retirement arrangements, and has assisted clients with the preparation of proxies and other compensation-related securities filings.
Mr. Marks is actively involved in the transactional practice of DGS. He has prepared severance, change-in-control and retention plans and agreements, negotiated the benefits provisions in merger and acquisitions agreements, and directed the integration of benefit plans after the closing of transactions. He also has specific expertise in the calculation of golden parachutes and the implementation of strategies to mitigate golden parachute tax issues.
Mr. Marks has worked with clients in a number of sectors, including software/high tech/data storage, mining and minerals, oil and gas production and distribution, recreation and leisure, utilities, agriculture and livestock, private equity, and tax-exempt and governmental, among others.
Mr. Marks was named a Rising Star by Thomson Reuters from 2010 to 2013 and was listed in the 2013 edition of The Best Lawyers in America® for Employee Benefits.
University of Colorado, J.D., 1999
Boston University, B.S.B.A., 1995
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Forty-six Davis Graham & Stubbs LLP attorneys have been recognized as 2013 Colorado Super Lawyers or Rising Stars, which is published by Thomson Reuters. The listing will be featured in The Denver Post on March 31 and in the April issues of 5280 Magazine and Colorado Super Lawyers.
Forty-five DGS attorneys were named Best Lawyers® by publisher Woodward/White, Inc. in its annual guide recognizing legal excellence.
40 Davis Graham & Stubbs LLP attorneys have been recognized as 2012 Colorado Super Lawyers or Rising Stars, which is published by Thomson Reuters. The listing will be featured in the April issues of 5280 Magazine and Colorado Super Lawyers.
The Summary Plan Description (“SPD”) is:
Davis Graham & Stubbs LLP today announced that Jonathan A. Marks, a seasoned tax lawyer who brings sophisticated executive compensation solutions and ERISA advice to businesses and their executives, has become a partner in the firm’s finance and acquisitions practice. Prior to joining DGS, Jonathan was the leader of the Compensation & Benefits practice group at an AmLaw 200 firm.