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About Bruce

Bruce Jocz has more than 25 years of experience in the employee benefit and executive compensation arena. This experience allows him to provide clients, with not only a legal perspective, but also a business and risk analysis prospective. He knows and understands the views of the Internal Revenue Service (IRS) and Department of Labor (DOL) on various employee benefit and executive compensation issues and uses that knowledge in assisting clients in making prudent business decisions.

As a former accountant, Bruce understands how business decisions related to employee benefits and executive compensation affects a client’s bottom line or business transactions and always includes such knowledge in his counsel to clients.

Finally, Bruce understands that employee benefits and executive compensation should never be the reason a business transaction fails. He has been on both sides of numerous transactions, buying and selling, which allows him to understand the perspective of both purchasers and sellers. This understanding allows him to negotiate and counsel the side he represents in a manner which keeps the employee benefit and executive compensation issues from being a major hurdle in closing a transaction.

Experience

Recent Notable Matters

Great Plains Energy Inc. — $12.2 billion acquisition of Westar Energy, the largest deal in the U.S. electricity distribution market in 2016 with respect to employee benefit and executive compensation issues

Duke Energy Corporation — $2.8 billion sale of its Midwest merchant generation business to a subsidiary of Dynegy Inc., which includes ownership interests in 11 power plants with a total capacity of approximately 6,100 MW, as well as Duke’s competitive retail electric and gas business with respect to employee benefit and executive compensation matters ; Platts Global Energy Awards, 2015 Strategic Deal of the Year

Phillips 66 — advised regarding the transfer of employees and related employee benefit issues in the exchange of Phillips Specialty Products Inc. to Berkshire Hathaway Inc. for shares of Phillips 66 stock held by Berkshire Hathaway affiliates, valued at approximately $1.4 billion

Apache Corporation — $3.75 billion sale of Gulf of Mexico Shelf operations and assets to Fieldwood Energy LLC, an affiliate of Riverstone Holding with respect to the transfer of employees and employee benefits in the sale

Lufkin Industries, Inc. — $3.3 billion acquisition by General Electric Co. Provided counsel on employee benefit and executive compensation issues.

Alinda Capital Partners — assisted with respect to employee benefit and executive compensation issues in its sale of SourceGas Holdings LLC to Black Hills Corp. for $1.89 billion.

Calpine Corporation — advised regarding the transfer of employees and related benefit issues in Calpine Corporation’s $500 million acquisition of the Granite Ridge Energy Center in New Hampshire.

Pioneer National Resources Company — acquisition of 28,000 acres in the Midland Basin from Devon Energy Corporation for $435 million, including negotiating the employment and employee benefit provisions of the purchase agreement

Major Houston private equity firm — representing in all acquisitions and divestitures with respect to the employee benefits analysis

Fortune 500 companies — providing equity and cost incentive compensation plans

Various companies — provides assistance in the administration and compliance of employee benefit plans, including qualified plans

Employers — provide assistance in the implementation and administration of deferred compensation arrangements, including compliance with code section 409A.

Credentials

Education

J.D.,
South Texas College of Law Houston
1980
Bachelor of Business Administration,
The University of Texas at Austin
1976

Bar Admissions

Texas

Affiliations

State Bar of Texas
Houston Bar Association

News

News

Munger Tolles Helps Buffett End 2013 With One More Deal

December 31, 2013
American Lawyer - Online

Deal of the Week: Power Player

July 29, 2013
Texas Lawyer

GE gets green light for Lufkin deal worth $3.3B

May 7, 2013
Houston Business Journal - Online

Deal of the Week: Lots of Energy

May 3, 2013
Texas Lawyer - Houston Bureau

Noteworthy

Noteworthy

The Legal 500 United States
Employee Benefits & Executive Compensation, 2010 - 2016; Alternative/Hedge Funds, 2015 - 2016; Energy: Transactions, 2014
Thomson Reuters
Texas Super Lawyers
2003 - 2004; 2007
Internet Brands, Inc.
Martindale-Hubbell® AV® Preeminent™ Rating