Lisa Sergi

Lisa Sergi

Business Advisor

Lisa Sergi provides tax and business advice relating to complex business transactions and business operations, including partnership formation and restructuring, mergers and acquisitions, real estate transactions, REIT formation, and the RTO and IPO process. She has more than 30 years of experience in business and tax consulting.

In her most recent role, she served as General Counsel and acting CEO of PAX Labs, where she advised the company on a potential go public transaction and on general tax, business, and regulatory issues. Prior to PAX LD served as General Counsel and a Board Member of MedMen, where she led the legal team, helped take the company public on the Canadian Stock Exchange in 2018, and negotiated M&A agreements. Prior to MedMen, Ms. Trager was a partner at global consulting firms Deloitte and Rothstein Kass, and practiced law at O’Melveny & Myers, an international law firm. She is a legal expert in the investment management field and holds a Juris Doctorate from UCLA School of Law.