Steve Hlavach Email & Phone Number

Charlotte, Nc, Us

Minneapolis, Minnesota, United States

Leading life safety and specialty construction services company with facilities in over 15 countries. Publicly traded since 2019 (NYSE: APG), APi’s 2023 revenues were $7B, with approximately 40% of these revenues generated outside the U.S.Led all global tax functions including the global ETR, tax planning, transfer pricing, audits, tax accounting, tax compliance, financial reporting, and staff development; reported to CFO.• Served as lead tax advisor on all M&A deals (12+ from 2022–2024)• Doubled size of team from four to eight to support the company’s international growth• Repatriation strategies brought over $100M in cash to the U.S.• Established a finance company that generated at least $7M in tax savings annually• Formed a captive insurance company that generated at least $4M in tax savings annually

Greater Milwaukee Area

Leading global manufacturer of cranes and lift solutions with manufacturing, distribution, and service facilities in more than 20 countries. Publicly traded (NYSE: MTW), revenues are approximately $2B over half of which are generated outside the U.S.Led all global tax functions including global ETR, tax accounting, financial statement reporting, global tax planning, transfer pricing, global audits, global tax compliance, and staff development; reported to CFO. • Cut tax department costs by 40% via outsourcing tax return compliance, re-prioritizing projects, and leveraging technology• Successfully negotiated IRS audit, generating approximately $25M in cash • Repatriation strategies brought over $200M in cash to the United States• Led global entity rationalization project, reduced total number of entities by over 10% in the first year• Developed strategies to mitigate the impact of U.S. tax reform provisions related to deemed repatriation (saved $75M), BEAT (saved $1M annually), GILTI (saved $100M), FDII, interest expense limitation, and executive compensation deduction limits• Modeled the tax impact of alternative business structures and collaborated with a cross-functional team to develop recommendations for management and the board of directors.

Milwaukee, Wi

A publicly traded (NYSE: APAM) mutual fund company with over $100B in assets under management and offices in the U.S., UK, Singapore, and Australia.Recruited to advise a privately held partnership preparing to go public on IPO-related tax issues and to build a proactive public company tax department. As the first tax executive in company history, led and optimized the global tax function including strategic tax planning, tax accounting and reporting, tax audit support. • Led tax functions through IPO in March 2013, utilizing an UP-C structure• Created $1.5B of future cash tax savings at IPO via a tax receivable agreement (TRA), with $700M of deferred tax assets (DTA) booked (March 2015)• Transformed a tax department with two part-time employees into a lean, high-functioning team of six professionals efficiently performing all tax functions and related financial reporting for the partnership and public company• Achieved $1M in cost savings by insourcing the Artisan tax accounting and tax compliance functions

Chicago Metropolitan Area, Illinois, United States

Lead tax representative to Boeing’s business development group related to domestic and international acquisitions, divestitures, spin-offs, as well as domestic and international joint ventures.• Led the Boeing tax team in the tax planning, tax due diligence, purchase agreement negotiation, and post-purchase integration of acquisitions and joint ventures.• Closed multiple deals ranging from $25M to $1B.

Chicago, Il

Consulted Fortune 500 companies in the Manufacturing, Aerospace and Defense, Technology, and Consumer Products sectors on a variety of state and local income tax issues including mergers and acquisitions, multi-state corporate tax planning, tax controversies, protests, and appeals, the restructuring of organizations for maximum tax advantage and the establishment of intangible holding companies.

Llm, Taxation

J.D.

B.S., Accountancy