A founding partner of Kagen & Caspersen, Sam acts as an outsourced general counsel and strategic advisor to clients, including private equity firms, privately held companies, family offices, and trusts. Sam’s engagements focus on guiding clients through strategic challenges that are at least partially of a legal nature.
Sam previously practiced at the law firm Sullivan & Cromwell, which he left to serve as investigative counsel to the 9/11 Commission. After his service on the commission, he joined a consulting firm where he conducted emerging market due diligence on behalf of private equity clients. Sam is a graduate of Harvard Law School, the London School of Economics, and Brown University.
In addition to his legal work, Sam is the principal of a boutique single family office that invests in privately held companies and private equity funds.
Harvard Law School
London School of Economics
Sullivan & Cromwell, Investigative Counsel Gerson Lehrman Group, Senior Vice President 9/11 Commission (National Commission on Terrorist Attacks Upon United States)
Represented a privately held company involved in offensive and defensive litigation against its former president and one of its original sponsors.
Negotiated the dissolution of a private equity firm on behalf of one of its partners.
Counseled a beneficiary of a trust involved in a $100 million fiduciary litigation concerning failed private investments.
Achieved a materially higher buy-out price of a one-third interest of a privately held company with significant corporate governance issues.
Conducted an internal investigation in five countries on behalf of a client involved in an international tax controversy and then negotiating directly with IRS’ Criminal Investigative Division. Ultimately, the client received a refund from IRS.