Craig Bergez counsels private companies regarding general business matters, and provides tax advice in connection with planning transactions.
Craig’s practice principally involves advising middle market private companies (including family-owned businesses), and their owners, management teams, and investors, regarding acquisition, divestiture, and joint venture transactions, general organizational and operational matters (including choice of entity considerations), capital investment transactions, and executive compensation matters. Craig also has a specialty in transactional tax planning matters (including for tax-exempt organizations), and provides counsel regarding family office matters.
Craig’s industry experience includes oil field and downstream services and products, construction, consumer products and services, real estate, financial services, business services, and industrial services and technologies.
Practice Areas
Credentials
Education
LL.M., New York University School of Law, Taxation, 1990
J.D., University of California, Hastings College of the Law, 1989
B.A., University of California at Berkeley, Biology, 1986
Admissions
Texas
California
District of Columbia
Experience
Craig's experience includes advising:
- Buyers and sellers in connection with structuring the acquisition and disposition of middle market and lower-middle market companies.
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Developers and investors regarding organizing and structuring investments in joint venture and other companies holding arrangements for acquiring, developing, managing and disposing of, real estate assets.
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Founders, owners, and investors regarding organizing and structuring investments in new, growing, and mature companies in numerous industries reflecting the general economy.
- Operating companies, private equity funds, and other investors engaged in conducting or investing in a variety of industries reflecting the greater Houston, Texas economy.
- Founders, promoters, and investors regarding organizing, structuring and financing investments in new, growing, and mature private companies.
- Companies and their owners in connection with structuring relationships with key employees, and planning for succession.
- Companies and their owners regarding business divorces.
- European Latin American and other non-U.S. companies on making investments in the U.S.
- Professional service firms, including law firms, accounting firms, and medical practices, regarding general organizational and operational matters.
- Executives regarding entering into employment arrangements, and with respect to major transactions involving employers (including sale transactions).
- Private companies as general counsel to their owners regarding day-to-day operational and other recurring matters.
- Nonprofit and tax-exempt organizations – including public charities, private foundations, and trade associations – on organizational and operational matters.
- Founders and investors regarding structuring early stage, growth, and other investments in operating companies.
- Promoters and investors regarding organizing and structuring investments in private equity, venture capital, and hedge funds.
- Companies and investors in connection with structuring US cross-border transactions.
Newsroom
News
Media Mentions
Publications
Speaking Engagements
Blog Posts
Affiliations
Adjunct Professor, University of Houston Law Center, Partnership Taxation (2011-Present), Business Planning (2004 - 2006).
Houston Bar Association, Tax Section, Member; Council (2009-Present); Chair (2013-2014); Chair-Elect (2012-2013); Secretary (2011-2012); Treasurer (2010-2011)
Houston Bar Association, Mergers & Acquisitions Section, Member
American Bar Association, Member
Houston Tax Roundtable, Member, President (2010-2011)
Wednesday Tax Forum, Member
The Center Foundation, Board of Trustees (2004-2009)
The Center Houston (f/k/a The Center Serving Persons with Mental Retardation), Board of Directors (1999-2004)