Firms To Watch: US taxes: non-contentious

Massumi + Consoli LLP focuses on middle-market transactions in the financial services, insurance, and private equity sectors. In New York Ryan Roberts leads the tax practice which is bolstered by the addition of fellow Kirkland & Ellis alumn David Mannion.

US taxes: non-contentious in United States

Cleary Gottlieb Steen & Hamilton

Cleary Gottlieb Steen & Hamilton fields a team which operates across the US and worldwide, advising on a broad range of non-contentious tax issues, including prestige M&A, investment fund structuring, and bankruptcies. The department has broad sector expertise, acting for multinational companies, private equity firms, and governments across the tech, industrial, and retail sectors, among others. Practice head Meyer Fedida is particularly adept in multijurisdictional M&A and private equity issues. Fedida is based in New York, where other key team members include Jason Factor, who is a key name for M&A and private funds liquidity, William McRae, a contact of multiple sovereign wealth funds, and Susanna Parker, whose particular specialism is the private equity sector. Maureen Linch, of the San Francisco office, covers transactional, structuring, and advisory tax matters, and has recent experience in the cryptocurrency sector. Swift Edgar joined the New York office in January 2024 from Wachtell, Lipton, Rosen & Katz, bringing further expertise in tax matters relating to corporate and capital markets transactions. Victoria Ju in New York is a name to note.

Responsables de la pratique:

Meyer Fedida


Autres avocats clés:

James Peaslee; Jason Factor; William McRae; Susanna Parker; Maureen Linch


Principaux clients

Synopsys, Inc.


Genesis


OCI N.V.


American Express


Samarco Mineração S.A.


The Walt Disney Company


Tempur Sealy International Inc.


TPG


KKR


Mexico Infrastructure Partners


T-Mobile US, Inc.


Langan Engineering, Environmental, et al.


Roquette


Ad Hoc Committee of ILAP Bondholders


Goldman Sachs


Amundi


Mubadala


Principaux dossiers


  • Advised Synopsys, Inc. (Synopsys) in its pending $35 billion acquisition of Ansys, related $16 billion financing, and related business sales (of more than $3 billion).
  • Advised Genesis Global Capital LLC and certain of its affiliates in the tax issues related to securing a landmark decision from the U.S. Bankruptcy Court for the Southern District of New York.
  • Advised The Walt Disney Company in the pending $8.5 billion merger of Star India with Viacom18 to form a new joint venture with Reliance.

Cravath, Swaine & Moore LLP

Cravath, Swaine & Moore LLP, based in New York, advises on tax issues relating to a diverse range of matters, including joint ventures, fund formations, restructurings, and M&A. The firm acts for a prestige client base, and during 2024 advised Paramount Global on its high profile merger with Skydance Media, a transaction valued at $28bn. Lauren Angelilli leads the department, and has expertise in M&A, restructurings, and joint ventures, including those involving complex cross-border aspects. Angelilli has strength in the tech, media, and retail industries, and is a key contact for major clients such as Disney, Aon, and Endeavor. Ronald Creamer has particular aptitude in cross-border transactions, including M&A and financing matters. Leonard Teti’s practice extends to M&A and private equity matters, with additional experience advising clients facing audits. Also key are Christopher Fargo, an expert in reorganizations, joint ventures, and securities offerings, with experience in the retail and energy sectors, and Andrew Davis, who contributes strength in the mining, media, and financial industries. Arvind Ravichandran has additional strength in restructuring transactions, financings, and private equity investments.

Responsables de la pratique:

Lauren Angelilli


Autres avocats clés:

Ronald Creamer; Christopher Fargo; Leonard Teti; Andrew Davis; Arvind Ravichandran


Les références

‘Andrew Davis has been my point of contact. He is highly knowledgable, commercial-minded and a pleasure to work with.’

‘Expansive knowledge of tax and interactions with large M&A transactions. Team is readily available and does a fantastic job of managing complex, time-sensitive work. Very pragmatic with strong understanding of business drivers.’

‘Len Teti and Andrew Davis are fantastic at providing technical insights but also possess great business acumen which helps to facilitate discussion with senior executives outside of tax.’

Principaux clients

Amentum


Aon


Brookfield Renewable


EchoStar (Special Committee)


Endeavor (Special Committee)


Frontier


Newcrest


Paramount (Special Committee)


Vista Outdoor


WestRock


Principaux dossiers


  • Advising Paramount’s special committee in the pending $28 billion merger with Skydance.
  • Advising the special committee of the board of directors of EchoStar in the $26billioncombination with DISH Network.
  • Advising Amentumin its Reverse Morris Trust merger with Jacobs’ Critical Mission Solutions and Cyber and Intelligence businesses, creating a combined organization with $13 billion in revenue.

Davis Polk & Wardwell LLP

Davis Polk & Wardwell LLP advises on a broad range of domestic and international transactions, providing expertise on acquisitions, dispositions, joint ventures, spin-offs, and IPOs, among other matters. Beyond its strength in domestic matters, the team has additional experience acting across Europe, Asia, and Latin America, with strength in the energy, tech, and manufacturing sectors, among others. David Schnabel heads the department, and has key expertise on tax aspects of M&A, recently advising ExxonMobil on its $59.5 bn acquisition of oil and gas company Pioneer Natural Resources. Neil Barr, who is the firm’s chairman and managing partner, is a key name. Lucy Farr is highly experienced in tax issues relating to corporate finance and derivatives, while Michael Mollerus advises on IPOs and spinoffs, and is particularly active on behalf of clients in the corporate, real estate, and private equity sectors. Corey Goodman advises on various tax aspects of a wide range of major transactions. Other core team members include private equity expert Ethan Goldman, and Patrick Sigmon, who has recent experience in matters relating to the taxation of cryptocurrency. All practitioners mentioned are based in New York.

Responsables de la pratique:

David Schnabel


Autres avocats clés:

Neil Barr; Lucy Farr; Corey Goodman; William Curran; Michael Mollerus; Kara Mungovan; Ethan Goldman; Patrick Sigmon


Principaux clients

Alcoa


Bain Capital


Cleveland-Cliffs


Corelle Brands


Comcast


Crestview Advisors


Digicel


Emerson


ExxonMobil


Grayscale Investments, LLC


Harvest Partners, LP


Livent (n/k/a Arcadium Lithium)


MSCI


Novo Nordisk


Roche


TPG


UBS


Uniti Group


VF


Weber


Principaux dossiers


  • Advised ExxonMobil on the tax and corporate aspects of its $59.5 billion acquisition of Pioneer Natural Resources.
  • Advised Grayscale on the tax and corporate aspects of the years-long effort to secure SEC approval for the NYSE Arca successful uplisting of Grayscale Bitcoin Trust to an exchange-traded fund (ETF).
  • Advised TPG, with capital, growth, impact, real estate and market solutions platforms, as to tax, corporate and financing matters on its $3.1 billion acquisition of Angelo Gordon.

Debevoise & Plimpton LLP

Debevoise & Plimpton LLP’s non-contentious tax team in New York advises clients from a broad range of sectors, including private equity, tech, healthcare, investment management, and financial services, on areas such as complex M&A, fund formation, international transactions, and joint ventures. Chair of practice Peter Schuur advises on a range of complex tax matters, specializing in public and private cross-border M&A and corporate transactions in insurance. Presiding partner Peter Furci advises on a broad range of corporate transactions alongside M&A and investment fund formation. Michael Bolotin targets both foreign and domestic investors, advising on real estate joint ventures, M&A, and the formation of real estate trusts. Erin Cleary focuses on M&A transactions with clients in private equity and corporate. Stephen Jordan’s practice includes advising on tax aspects of cross-border and public company restructuring deals. Rafael Kariyev focuses on tax planning with private equity fund formation and M&A transactions, and Daniel Priest advises clients in the insurance industry on complex M&A transactions. Lena Smith focuses on complex public and private M&A transactions, joint ventures, and cross-border transactions.

Responsables de la pratique:

Peter Schuur


Autres avocats clés:

Peter Furci; Michael Bolotin; Erin Cleary; Lena Smith; Rafael Kariyev; Daniel Priest; Stephen Jordan; Lena Smith


Principaux clients

Ambac


Blackstone


Brookfield


Clayton, Dubilier & Rice


The Carlyle Group


Global Atlantic


Global Infrastructure Partners


International Paper


Kelso & Co.


KKR


Sawai Group Holdings


Sixth Street


StanCorp Financial Group


Sumitomo Corporation of Americas


TPG


Verizon Communications


Windstream Holdings


Principaux dossiers


Fried, Frank, Harris, Shriver & Jacobson LLP

Offering a comprehensive range of corporate tax matters and a strong reputation for managing multibillion-dollar fund mandates, Fried, Frank, Harris, Shriver & Jacobson LLP represent leading asset management firms, private equity funds, and investment banks in a variety of asset management tax issues, M&A, spin-offs, joint ventures, real estate transactions, and international tax planning matters. Tax law expert Alan Kaden, located in Washington DC, advises public and private corporations and private equity clients on a full range of transactional tax issues. New York-based department chair David Shapiro is well-versed in tax issues and is a recognized leading practitioner in the fund formation sphere. Robert Cassanos in New York has extensive experience in a range of tax-related corporate transactions and advises on private equity and hedge funds in fixed income and real estate. DC’s Michael Alter focuses on complex transactions, including structuring and negotiation of mergers, acquisitions, and dispositions. Michelle Gold, also in DC, is an expert in private equity and hedge fund formations, including in the renewable energy sector. New York-based Joseph Fox advises on domestic and cross-border capital markets tax issues and Shane Hoffmann in DC is involved in federal income tax matters. Christopher Roman has departed the practice as of July 2024.

Responsables de la pratique:

David Shapiro; Alan Kaden


Autres avocats clés:

Michael Alter; Robert Cassanos; Michelle Gold; Joseph Fox; Andrew Penman; Colin Kelly; Libin Zhang; Shane Hoffmann; Michael Alter


Les références

‘Fried Frank’s US tax team is the best in the business. They know the law, they understand market conditions and are excellent communicators. Their work product ensures our deals and business are structured in the best way.’

‘Alan Kaden is Zeus of the tax world. There are other excellent partners there as well, such as Michelle Gold, Michael Alter, and Shane Hoffmann. This team stands out because of the depth of their knowledge, the focus and professionalism they bring, and of course, they’re the team we always want on our side.’

Principaux clients

Goldman Sachs


Ascential Group


BlackRock


Terex Corporation


Tyko Capital


BlackRock


Bain Capital


Sterling Check Corporation


RedBird Capital Partners


Principaux dossiers


  • Advised Goldman Sachs in connection with the formation West Street Loan Partners V, the latest in a series of flagship large-cap senior direct lending vehicles, which closed with USD 13.1 billion of total capital, including equity commitments and asset-based debt commitments.
  • Advised BlackRock’s in its USD 12.5 billion acquisition of independent infrastructure manager Global Infrastructure Partners (GIP).
  • Advised Tyko Capital on forming its USD 6 billion lending platform with Elliott Management, as well as tax and REIT compliance advice for numerous underlying loans.

Kirkland & Ellis LLP

With a strong international reputation, Kirkland & Ellis LLP’s non-contentious tax practice group provides advice on a breadth of foreign tax issues and tax planning regarding domestic and cross-border M&A, fund formations, restructurings, bankruptcy reorganizations, real estate, and executive compensation arrangements. Chicago-based Todd Maynes focuses on tax aspects of debt restructurings, bankruptcy, and insolvency. Leading the New York tax practice group are Sara Zablotney and Dean Shulman, with extensive experience advising on a wide range of US and international tax matters and transactions involving limited liability companies, joint ventures, funds, and REITs. Rachel Cantor  in Chicago specializes in the tax aspects of complex business transactions, including domestic and cross-border M&A. Houston’s David Wheat handles bankruptcy, workout, and restructuring tax matters. New York-based Mark Schwed  advises on the structuring and negotiating of complex real estate transactions, and Joseph Tootle focuses on cross-border and international transactions. In Chicago, Lee Morlock advises on international tax planning and transactional matters, Mike Carew has expertise in cross-border and international transactions, while Anthony Sexton focuses on complex structuring issues. David Levy  and Elie Zolty are also key names.

Autres avocats clés:

Todd Maynes; Dean Shulman; David Wheat; Mark Schwed; Mike Carew; Anthony Sexton; Lee Morlock; Polina Liberman; Sara Zablotney; Rachel Cantor; David Levy; Elie Zolty; Joseph Tootle


Les références

‘Strong technical skills, great knowledge of market practice, experts in the field.’

‘Anne Kim is not only a strong technician but she is also commercial and easy to work with. She explains things in a very clear manner.’

‘Very knowledgeable with a deep and experienced bench.’

Principaux clients

Advent International


Arctos Partners


Ares Management Corporation


Bain Capital


Blackstone


Blue Owl Capital


The Carlyle Group


Castlelake L.P.


Celsius Network LLC


Civitas Resources


EQT Corporation


Global Infrastructure Partners


GTCR


Kellanova


KKR


Madison Dearborn Partners


Silver Lake


Six Flags Entertainment Corporation


Vista Equity Partners


WeWork Inc.


Principaux dossiers


Latham & Watkins LLP

Latham & Watkins LLP advise a wide range of industries, including financial services, energy, life sciences, and natural resources, on the full breadth of transactional tax practices, including cross-border and complex international issues and structures. Global chair Katharine Moir, based in San Francisco, advises leading private equity firms and companies on large and complex multi-billion dollar transactional issues. Chair of practice Jocelyn Noll, based in New York, has extensive experience in federal tax matters such as international M&A, joint ventures, restructurings, and public and private financings. Kirt Switzer in San Francisco represents corporations and investment banks in matters such as M&A, financings, and post-merger integration. Highly regarded Los Angeles-based Pardis Zomorodi advises on complex transactions, including M&A, spin-offs, and joint ventures. In Chicago, expert bankruptcy tax lawyer Joseph Kronsnoble  advises US and foreign debtors and creditors in bankruptcy reorganizations, and David Raab handles a range of tax matters for corporations and private equity firms such as The Carlyle Group and BC Partners. Washington DC’s Andrea Ramezan-Jackson is a sought-after tax advisor for Up-C transactions. Bryant Lee and Matthew Dewitz, chairs of the firm’s tax departments in Houston and New York, respectively, advise on significant tax transactions and high-profile tax matters such as T-Mobile’s multibillion-dollar merger. Scott Cockerham joined the firm from A&O Shearman in September 2024. Jiyeon Lee-Lim  retired from practice in January 2025.

Responsables de la pratique:

Katharine Moir; Jocelyn Noll


Autres avocats clés:

Kirt Switzer; Pardis Zomorodi; Joseph Kronsnoble; Katharine Moir; David Raab; Jocelyn Noll; Andrea Ramezan-Jackson; Bryant Lee; Matthew Dewitz; Scott Cockerham


Les références

‘The tax team provides practical and valuable advice that helps us navigate all our tax issues.’

Principaux clients

Skydance Media


Lineage Logistics


Reddit, Inc.


Airbnb, Inc.


SRS Distribution


Leonard Green & Partners L.P.


Telecom Italia SpA


CyberArk Software Ltd


R.R. Donnelley & Sons Company


Canada Pension Plan Investment Board (CPP Investments)


KKR


Cerevel Therapeutics


CoStar Group, Inc.


Yellow Wood Partners


Schlumberger, Ltd. (SLB)


The Carlyle Group


HPS Investment Partners


Principaux dossiers


  • Advised Skydance Media, along with Paramount Global on its definitive agreement to form “New Paramount” — a next-generation media and technology leader.
  • Advised Airbnb, Inc on tax matters in connection with Airbnb’s acquisition of vFive, Inc., an artificial intelligence start-up.
  • Advised SRS Distribution (“SRS”) on the tax aspects of its sale to The Home Depot. SRS was a portfolio company of Leonard Green & Partners and Berkshire Partners.

McDermott Will & Schulte

Well-versed in high-value deals with expertise in complex tax-specific matters, McDermott Will & Schulte’s practice extends to restructuring and private client work, international comprehensive federal tax advice, and advising high-profile clients, including PepsiCo, Credit Suisse, and Bank of America. Global head Timothy Shuman in Washington DC focuses on corporate and international tax matters, including cross-border deals and tax issues involving private equity funds. Michael Bruno in Florida advises multinational companies and entrepreneurs on domestic and international tax matters. Lowell Yoder, based in Illinois, specialises in international acquisitions and restructurings. Florida’s Steven Hadjilogiou advises on tax planning and structuring alongside Dominika Korytek in California, who also has a specific focus on companies in the tech industry. New-York based John Lutz has expertise in tax aspects of investment funds, structured finance, and corporate mergers. Illinois-based Jeffrey Maydew handles business taxation, M&A, and tax planning in the aerospace, defense, e-commerce, and pharma industries. Washington DC’s Caroline Ngo and David Noren are experts in international tax planning, and head of corporate tax practice, Michael Wilder, advises on post-merger corporate integration and high-profile transactions. Joining the firm during 2024 were Susan Ryba from Baker McKenzie LLP, Mohsen Ghazi from in-house, and Hudson Todd from Ropes & Gray LLP. The team in New York has expanded following the merger with Schulte Roth & Zabel, with key names including David Wermuth, who has recently advised on the formation of a single investment fund for the Kingdom of Saudi Arabia, and Andrea Mandell, who is experienced in advising on the tax aspects of securitization deals. Other key figures include Shlomo Twerski, Philippe Benedict, and Philippe Benedict, who are all particularly adept in advising on tax matters relating to investment funds. James McCann has joined the firm from Kleinberg, Kaplan, Wolff & Cohen, P.C..

Responsables de la pratique:

Timothy Shuman


Autres avocats clés:

Caroline Ngo; Michael Bruno; Lowell Yoder; John Lutz; David Noren; Dominika Korytek; Jeffrey Maydew; Steven Hadjilogiou; Alejandro Ruiz; Michael Wilder; Meaghan Wolfe; Andrew Granek; Susan Ryba; Mohsen Ghazi; Hudson Todd; David Wermuth; Shlomo Twerski; Philippe Benedict; Alan Waldenberg; James McCann


Principaux clients

3M


Aon Plc


Bank of America


BDO USA


Berkshire Hathaway Specialty Insurance


Credit Suisse


Golden State Warriors


Illinois Tool Works Inc. (ITW)


Irving Oil


Keurig Dr Pepper Inc. (KDP)


PepsiCo


PGA TOUR


Principaux dossiers


  • Advised Aon Plc on its $13.4 billion acquisition of NFP.
  • Advised PGA TOUR on the tax aspects of creating PGA TOUR Enterprises, LLC, a joint venture involving up to $3 billion.
  • Advised JAB Holding Company on the tax structuring, acquisition, and integration of Embrace Pet Insurance in a $1.5 billion transaction.

Paul, Weiss, Rifkind, Wharton & Garrison LLP

The transactional tax practice at Paul, Weiss, Rifkind, Wharton & Garrison LLP in New York advises Fortune 500 companies, investment firms and financial institutions on high-profile restructuring matters and multi-billion dollar transactions. The practice is co-led by Jeffrey Samuels, Brad Okun, Scott Sontag, and Lindsay B. Parks. Jeffrey Samuels handles complex domestic and international transactions such as M&A, spin-offs, and partnership and joint venture transactions. Brad Okun has expertise in cross-border investing and experience in advising limited liability companies and partnerships. Scott Sontag is particularly adept in transactions involving the formation and acquisition of REITs as well as real estate acquisitions, dispositions, and workouts. Lindsay B. Parks advises investment funds on the negotiating and structuring of a broad range of international and domestic transactions. Brian S. Grieve, Robert Killip, and Brian Krause advise on a broad range of tax matters such as M&A, structuring, cross-border transactions, and joint ventures. Robert Holo also has expertise in migration, redomiciliation, and expatriation transactions and advises on federal tax matters alongside Matthew Jordan. All lawyers mentioned are in New York.

Responsables de la pratique:

Jeffrey Samuels; Brad Okun; Scott Sontag; Lindsay Parks


Autres avocats clés:

Brian Grieve; Robert Holo; Matthew Jordan; Brian Krause; Jeffrey Samuels; Scott Sontag; Robert Killip; Lindsay Parks


Principaux dossiers


Simpson Thacher & Bartlett LLP

Simpson Thacher & Bartlett LLP advises international and domestic corporations, banks, and investment funds on the full spectrum of deal and fund capabilities, with particular emphasis on private equity, including fund formation and fundraising. Co-head Marcy Geller in New York specializes in a wide range of tax matters and recently represented KKR in various acquisitions. Nancy Mehlman also co-leads with specific expertise in M&A, real estate transactions, and fund formations, recently advising on BlackStone Real Estate’s multi-billion dollar acquisition. Jonathan Goldstein advises on tax matters related to renewable energy transactions, corporate restructurings, and bankruptcies, as well as cross-border matters. Drew Purcell is adept in a broad range of tax matters, including private equity transactions and fund formations. Russell Light is experienced in M&A, joint ventures, financing and real estate transactions, and bankruptcy matters, and Sophie Staples advises private equity sponsors and portfolio companies on tax aspects of investments, acquisitions, and divestitures. In Washington DC, Benjamin Rippeon represents complex and high-profile transactions both domestically and internationally. Joining the practice is Adam Arikat from Kirkland & Ellis LLP.

Responsables de la pratique:

Marcy Geller; Nancy Mehlman


Autres avocats clés:

Jonathan Goldstein; Drew Purcell; Russell Light; Benjamin Rippeon; Sophie Staples; Adam Arikat; Ed Grais


Les références

‘I work across from the STB team on a number of deals. I think they are strong on the private equity side.’

‘Benjamin Rippeon is very commercial and understands what issues are worth focusing on.’

‘STB has the best tax practice I have worked with over my 30+ years of practice specifically in the private fund space. They worked on tax issues for private fund managers for investors in every relevant jurisdiction. Their analysis is quic, thorough, solution oriented and they are able to explain it clearly to non-tax experts. ’

Principaux clients

Advent International Corporation


Alight


Baring Private Equity Asia


Blackstone


Braskem S.A.


Advent International Corporation


Bridgepoint Group plc


Businesssolver


The Carlyle Group


CBRE


Centerbridge Partners


CIM Group


Dorman Products


Drawbridge Realty Partners


EQT


Ferro Corporation


Garda World Security Corporation


Genstar Capital Partners


JPMorgan Chase Bank


KKR


KSL Capital Partners


Moleaer


Neuberger Berman


OneTeam Partners


Rubicon Technology Partners


Stone Point Capital


Stonepeak Infrastructure Partners


Sudamericana, Agencias Aéreas y Marítimas S.A.


TD Bank Group


Wells Fargo Bank


Principaux dossiers


  • Representation of Paramount Global (“Paramount”) in connection with its proposed merger with Skydance Media, LLC (“Skydance”).
  • Representation of funds managed by Stone Point Capital LLC on tax matters in connection with its acquisition, together with funds managed by Clayton, Dubilier & Rice, LLC, of Truist Bank’s insurance brokerage business (“Truist Insurance”) in a transaction valuing the business at $15.5 billion.
  • Representation of New Mountain Capital in the formation and raising of New Mountain Partners VII, L.P. Fund VII closed at its hard cap of $14 billion in third party capital commitments, and at $15.4 billion in aggregate capital commitments, including the capital commitments from New Mountain and its professionals.

Skadden, Arps, Slate, Meagher & Flom LLP

Skadden, Arps, Slate, Meagher & Flom LLP’s non-transactional tax team focuses on a range of large, complex, and cross-border matters, including M&A, restructurings, spin-offs, joint ventures and debt and equity offerings for multinational corporations in industries spanning finance, tech, energy, real estate, and pharma. A recent highlight is the group’s representation of ANSYS, Inc. in its acquisition at a value of $35bn. Palo Alto’s Emily Lam co-heads the group with leading experience in complex audits and appeals, closing agreements, and advising tax-exempt organizations on charitable giving issues. Co-head Victor Hollender in New York advises publicly traded organizations, financial institutions, foreign governments, and funds in real estate and private equity investments. Previous head of team Eric Sensenbrenner in Washington DC has a particular expertise within international transactional tax planning including foreign tax credit, transfer pricing, and subpart F. Moshe Spinowitz, based in Boston, regularly advises multinational companies on cross-border M&A and post-acquisition restructuring and pharma and tech companies on intellectual property holdings structuring. Chicago’s Sarah Beth Rizzo focuses on a wide range of federal income tax planning matters such as REIT transactions, M&A, and matters surrounding the IRS. Steven Matays departed the practice in June 2024.

Responsables de la pratique:

Emily Lam; Victor Hollender


Autres avocats clés:

Eric Sensenbrenner; David Polster; Moshe Spinowitz; Sarah Beth Rizzo; Nathan Giesselman;  Thomas Wood; Moshe Spinowitz; Nickolas Gianou


Principaux dossiers


  • Representing ANSYS, Inc. in its acquisition by Synopsys, Inc. at an enterprise value of $35 billion.
  • Advised Apartment Income REIT Corp. in its $10 billion going-private acquisition by Blackstone Real Estate Partners X.
  • Representing Spirit AeroSystems, Inc. in its acquisition by The Boeing Company at an enterprise value of US$8.3 billion.

Wachtell, Lipton, Rosen & Katz

The New York-based non-contentious tax group at Wachtell, Lipton, Rosen & Katz handles complex and high-value financings and restructurings, M&A, spin-offs, and joint ventures, advising a vast range of major industries.Jodi Schwartz and Deborah Paul have vast experience advising on cross-border corporate transactions such as strategic acquisitions and private equity buyouts, representing a wide range of industries. T Eiko Stange advises on transactions spanning a range of industries including tech, pharma, media and entertainment, real estate, and telecoms. Joshua Holmes, Tijana Dvornic, and Rachel Reisberg advise on tax aspects of spin-offs, leveraged buyouts, joint ventures, and financial instruments.

Autres avocats clés:

Jodi Schwartz; Deborah Paul; T Eiko Stange; Joshua Holmes; Tijana Dvornic; Rachel Reisberg


Principaux dossiers


Weil, Gotshal & Manges LLP

The New York and Washington DC-based team at Weil, Gotshal & Manges LLP has a strong handle on non-contentious tax matters, including those relating to private equity, commercial transactions, financing, and capital markets, advising significant entrants to the funds and private equity market, including family offices and pension funds. Joseph Pari, head of group, and Devon Bodoh have a breadth of experience in advising large household names on multibillion-dollar domestic and cross-border M&A transactions. As a recognized expert in federal income tax matters, Stuart Goldring advises debtors, creditors, acquirers, and investors in financially troubled companies. Robert Frastai and Andrew Morris are skilled in advising fund and asset managers on tax aspects of a wide range of domestic and international funds. Greg Featherman is an expert in the bankruptcy and international tax sphere. Chayim Neubort handles transactions in a wide range of industries such as healthcare, tech, pharma, and media. Noah Beck represents private equity sponsors and portfolio companies on transactional matters, while Graham Magill focuses on federal income taxation regarding cross-border M&A, spin-offs, and restructurings. Steven Lorch has joined the group from Bracewell LLP, while partners Daniel Nicholas and David Levy  have departed the firm.

Responsables de la pratique:

Joseph Pari


Autres avocats clés:

Stuart Goldring; Devon Bodoh; Robert Frastai; Andrew Morris; Greg Featherman; Chayim Neubort; Graham Magill; Noah Beck; Steven Lorch


Principaux clients

Agiliti, Inc.


Algonquin Power & Utilities Corp.


American Securities LLC


Bell Canada


British Columbia Investment Management Corporation


Brookfield Asset Management


Brookfield Business Partners


Canada Pension Plan Investment Board


Cedar Fair, L.P.


ChampionX Corporation


General Atlantic LLC


Glencore PLC


The Home Depot, Inc.


ICG Strategic Equity


J.P. Morgan


The Kroger Company


Liberty (AY Holdings), B.V.


MUFG Securities Americas Inc.


Sanofi S.A.


SMBC Nikko Securities America, Inc.


Steward Health Care Systems LLC


Sunoco LP


Principaux dossiers


  • Advising Brookfield Asset Management on the tax aspects of the final closing of its latest flagship global infrastructure fund, Brookfield Infrastructure Fund V.
  • Advising The Kroger Company on the tax aspects of its pending $24.6 billion merger with Albertsons Companies, Inc.
  • Advised The Home Depot, Inc., the largest home improvement specialty retailer in the United States, on the tax aspects of its $18.25 billion acquisition of SRS Distribution Inc. (a portfolio company of Leonard Green & Partners, L.P.), a residential specialty trade distribution company across several verticals serving the professional roofer, landscaper and pool contractor.

A&O Shearman

A&O Shearman’s non-contentious tax group has combined expertise in strategic tax planning advice, cross-border structuring and restructuring, and tax controversy matters for clients in sectors such as investment banking firms, financial advisors, and multinational companies. Split between New York and Menlo Park, Larry Crouch leads the practice with strong expertise in tax planning for M&A, capital markets, and joint ventures, representing clients including Celanese and CVS Health. In New York, Dave Lewis and Jack Heinberg have significant experience in domestic and international tax planning alongside Caroline Ladipus in San Francisco, and Derek Kershaw focuses on transactional work, including joint ventures, REITs, and private equity. Ryan Bray in Dallas represents clients including Paramount Global and Dycom Industries on corporate and international tax matters.

Responsables de la pratique:

Larry Crouch


Autres avocats clés:

Dave Lewis; Ryan Bray; Lorenz Haselberger; Derek Kershaw; Jack Heinberg; Caroline Ladipus


Principaux clients

Dow, Inc.


Atrion


Genmab A/S


Taro Pharmaceuticals


Mubadala Investment Company PJSC


Neuberger Berman


Intercontinental Exchange, Inc.


Carbon Engineering Ltd.


Celanese Corporation


OCI Global


JDE Peet’s


LPL Financial Holdings


Ajinomoto Co. Inc.


Strategic Sports Group


Liberty Global Ltd.


BioNTech


Principaux dossiers


  • Advised Dow, Inc on tax aspects of the structuring of a joint venture holding infrastructure assets and the sale of a minority stake in this joint venture to Macquarie Asset Management.
  • Advised Genmab A/S, an international biotechnology company based in Copenhagen, Denmark, on its acquisition of ProfoundBio.
  • Advised Celanese Corporation in its agreement to sell 70% of its food ingredients business to Mitsui & Co. for $472.5 million.

Eversheds Sutherland

The non-contentious tax group at Eversheds Sutherland, based in Washington DC and Atlanta, advises on a full range of tax matters, with clients including household names from a wide range of industries spanning tech, manufacturing, automotive, healthcare, real estate, and energy. Robert Chase leads the group with extensive experience in advising large multinational corporations in connection with M&A, internal restructurings, domestic and cross-border financing transactions, and internal tax positions. Mary Monahan is highly regarded in advising on international tax planning for corporate acquisitions and restructurings, interest and employment tax matters, permanent establishment issues, and more. Xenia Garofalo offers guidance to institutional and global investors, multinational corporations, and fund sponsors. Daniel McKeithen in Atlanta advises on REITs, federal tax planning and controversies, fund formations, and corporate tax matters. Wes Sheumaker, Randy Buchanan, and Frank Comparetto also have vast experience in the international tax planning sphere.

Responsables de la pratique:

Robert Chase


Autres avocats clés:

Ellen McElroy; Mary Monahan; Daniel McKeithen; Xenia Garofalo; Wes Sheumaker; Jeffrey Friedman; Michele Borens; Reginald Clark; Randy Buchanan; Frank Comparetto


Principaux clients

Intel Corporation


Philip Morris International, Inc.


Allianz SE


IGM Financial Inc.


WEC Energy Group


G&L Holdings (Grain Craft and Summit Hill Foods)


Element Solutions Inc.


Kodak Alaris Holdings


Sunergy Renewables, LLC


Advanced Medical Solutions


Chicago Atlantic Loan Portfolio


Osaic, Inc.


Principaux dossiers


  • Advised Intel on a definitive agreement under which funds managed by Apollo and affiliates will invest US$11 billion to acquire from Intel a 49% equity interest in a joint venture entity related to Intel’s Fab 34.
  • ## INSERTED START: 20-01-2025 04:49:35
    Represented Philip Morris International in connection with tax considerations related to a wide range of public offerings over the review period with an aggregate total of more than US$14 billion.
  • Represented Allianz in the sale of its U.S. midcorp and entertainment property and casualty insurance businesses to Arch Capital Group Ltd for a transaction value of US$1.4 billion.

Gibson, Dunn & Crutcher LLP

Working across the US and London, Gibson, Dunn & Crutcher LLP’s non-contentious tax group has considerable experience advising multinational corporations, sovereign wealth funds, joint ventures, and investment funds on a variety of tax-related matters, including spin-offs and split-offs, M&A, capital markets offerings, investment fund formation, and real estate acquisition and disposition. Co-head Eric Sloan, based in both New York and Washington DC, has vast experience in transactional and structuring matters, cross-border M&A, tax planning, and spin-offs, including advising on Up-C IPOs. Pamela Endreny in New York advises on the tax aspects of many of the transactions the group handles, as well as joint ventures, spin-offs, and M&A, and Edward Wei advises on tax aspects of public company spin-offs. In Los Angeles, Dora Arash focuses on federal income tax planning and tax controversy matters, and Lorna Wilson has expertise in tax planning for real estate transactions. DC-based Matt Donnelly specializes in reverse Morris Trust transactions, capital markets transactions, spin-offs, and more.

Responsables de la pratique:

Eric Sloan


Autres avocats clés:

Pamela Lawrence Endreny; Michael Cannon; Matt Donnelly; Dora Arash; Edward Wei; Kathryn Kelly; Brian Kniesly; Greg Nelson; Jeffrey Trinklein; Lorna Wilson; Daniel Zygielbaum


Principaux dossiers


Hogan Lovells US LLP

The ‘responsive, technical, and creative’ non-contentious tax group at Hogan Lovells US LLP provides their expertise to a range of sectors, including real estate, automotive, energy, healthcare, tech, and financial institutions. Josh Scala in San Francisco leads the team with extensive experience in advising on the formation of real estate joint ventures and investment trusts. Based in Washington DC, Cristina Arumi is particularly adept in advising on REITs as well as on tax implications on cross-border transactions, Jasper Howard is adept in obtaining PLRs from the IRS and advising on the restructurings of multibillion-dollar companies, and Scott Lilienthal specialises in public finance. Steven Schneider and Jeffrey Uffner have joined the group from Stroock & Stroock & Lavan LLP, as well as Nicola Lemay from Foley Hoag LLP, bringing a wealth of experience in advising on M&A, partnership tax matters, intellectual property transactions, and the financing of renewable energy projects.

Responsables de la pratique:

Josh Scala


Autres avocats clés:

Siobhan Rausch; Jasper Howard; Nicola Lemay; Scott Lilienthal; Jessica Milett; Josh Scala; Steven Schneider; Jeffrey Uffner; Cristina Arumi; Chasse Osborn


Les références

‘The entire Hogan Lovells team (Legal, tax, and support staff) have been working seamlessly and very responsive to our need. They communicate concisely, efficiently, effectively and timely manner. The tax team lead by Nicola Lemay and supported by Chasse Osborn have helped us with complicated tax issues and are able to communicate and explain the issues in a way understandable by management. We have been provided with options and ultimately sound advice. The team also have done a great job in articulating the matters in legal documents and represented us very well with counter party. Overall, we are very pleased with the level of expertise and service provided.’

‘Nicola Lemay and Chasse Osborn who we work closely have demonstrated very exceptional technical tax knowledge as well as great communication skills. Their ability to explain complex tax issues into practical applications and situations to non-tax management and executives is impressive. It is very rare to have tax lawyers who are technically sound but can also give practical and sound advice. We are very pleased with Nicola and Chasse’s tax advice and guidance. They have helped us from start to finish in our tax discussion matters, from identifying issues, providing great and workable options that are suitable to our situations, and drafting the necessary language. A very efficient, seamless and effective service. They have been truly our trusted advisors!’

‘The Hogan tax team does a great job advising us on tax matters related to M&A transactions. They are very responsive, technical and creative when it comes to challenging tax issues. They have a great sense for what terms are « market » and regularly suggest places where we can deviate from « market ». ’

Principaux clients

## INSERTED START: 20-01-2025 04:49:35


Related Fund Management, LLC


Public Storage


Sovos Brands, Inc.


Walmart, Inc.


Michael Arougheti, Mitchell Goldstein, and Michael Smith


NextEra Energy


Fenway Sports Group (FSG) and the Strategic Sports Group (SSG)


Latticework Capital Management, LLC


Canapi Ventures


Collegium Pharmaceutical, Inc.


VICI Properties Inc.


Welltower Inc.


Advance Auto Parts, Inc.


PPG Industries Inc.


Salesforce


Akamai Technologies, Inc.


Intel Corporation


Principaux dossiers


  • Advised Fenway Sports Group (FSG) and a consortium of American Sports team owners – the Strategic Sports Group (SSG), in a major financial and strategic collaboration valued at US$3 billion with PGA TOUR Enterprises, a new subsidiary of the PGA TOUR that includes the assets of the PGA TOUR.
  • Advised publicly traded Sovos Brands, a maker of premium branded foods (including Rao’s sauces, Michael Angelo’s frozen entrees, and noosa yoghurts), in its acquisition by Campbell Soup Company for US$23 per share in cash, representing a total enterprise value of approximately US$2.7 billion.
  • Advised NextEra Energy, a leading United States-based clean energy company, on the sale of its Texas natural gas pipeline to Kinder Morgan, one of the largest energy infrastructure companies in North America, for US$1.815 billion.

Mayer Brown

Mayer Brown’s full-service transactional tax team advises international businesses, asset managers, and large financial institutions such as American Express, Goldman Sachs, and Morgan Stanley on an array of matters such as state and local tax, M&A, and divestitures, as well as specialized areas of tax including public and private debt, bonds, and various tax-advantaged securities. The practice is co-led by New York’s Brian Kittle and Jason Bazar, who advise on financing and business combination transactions, as well as tax expert Thomas Kittle-Kamp in Chicago. Lucas Giardelli in New York advises a wide range of industries on cross-border tax matters such as post-acquisition integration. San Francisco’s Remmelt Reigersman advises on capital markets transactions and financing transactions, while Michelle Jewett in New York focuses on all areas of federal income taxation. JoonBeom Pae manages M&A and renewable energy and infrastructure deals.

Responsables de la pratique:

Jason Bazar; Brian Kittle; Thomas Kittle-Kamp; Benjamin Homo


Autres avocats clés:

Lucas Giardelli; Remmelt Reigersman; Michelle Jewett; JoonBeom Pae


Principaux clients

Altice USA Inc.


American Express


Apollo Global Management Inc.


ArcelorMittal


Atwater Capital LLC


Carvana, LLC


CIBC


Goldman, Sachs & Co.


HSBC


Macquarie


Morgan Stanley


Nestlé S.A.


Prologis, Inc.


Santander Consumer USA Inc


Sotheby’s


The Dow Chemical Company


TC Energy Corporation


Principaux dossiers


  • Advised Sotheby’s, the global leader in fine art and secondary market luxury, on the tax and structuring aspects in connection with a $1 billion investment deal, investment by ADQ, an Abu Dhabi-based investment and holding company.
  • Advised broadband company Altice International on the tax and structuring aspects in the sale of its video advertising platform Teads SA, to US ad company Outbrain Inc. in an approximately $1 billion transaction.
  • Represented Engie in the $1.2 billion acquisition of Broad Reach Power LLC, a company specialized in battery storage, from private equity funds EnCap Energy Transition and Apollo Infrastructure.

Morgan, Lewis & Bockius LLP

The full-service non-contentious tax group at Morgan, Lewis & Bockius LLP advises clients from major industries, including tech, life sciences and healthcare, non-profit organizations, and banking, on tax matters relating to structuring, spin-offs, joint ventures, M&A, and more. The firm also has a strong energy sector focus, advising on renewable energy project finance, large-scale transactions, and unique international tax rules applying to the extraction and importation of fossil fuels. In California, Barton Bassett co-leads the practice, focusing on international tax planning and tax controversy matters, and Rod Donnelly has expertise in Section 199 issues. In Boston, Daniel Nelson co-leads, advising investment funds on tax and commercial matters, and Meghan McCarthy focuses on commercial considerations related to tax matters. In Washington DC, Scott Farmer advises large multinational companies on various international tax planning matters, and in New York, Richard Zarin represents clients in media, aviation, and shipping on M&A, joint ventures, and securities offerings. William Gorrod is also a key name.

Responsables de la pratique:

Barton Bassett; Daniel Nelson


Autres avocats clés:

Scott Farmer; Richard Zarin; Rod Donnelly; Paul Gordon; Gregory Hartker; Meghan McCarthy; Sarah-Jane Morin; Casey August; William Gorrod


Principaux clients

G42


Jefferies Financial Group Inc.


Toyota Motor Credit Corporation


MSP Sports Capital


Verizon Communications, Inc.


Perrigo Company


TruConnect Communications


United Global Foods, Inc.


Dow Inc.


Abu Dhabi Investment Authority (ADIA)


Principaux dossiers


  • Advised BP plc and its affiliates in restructuring its offshore wind venture with Equinor Wind US.
  • Represented NextEra Energy Capital Holdings Inc. and its parent NextEra Energy Inc. (NEE) in a US Securities and Exchange Commission–registered issuance of $1 billion principal amount of its 4.95% debentures series due January 29, 2026; $900 million of its 4.90% debentures series due March 15, 2029; $1.1 billion of its 5.25% debentures series due March 15, 2034; $800 million of its 5.55% debentures series due March 15, 2054; and $600 million of its floating rate debentures series due January 29, 2026.
  • Advised BP plc and its affiliates in restructuring its offshore wind venture with Equinor Wind US.

Paul Hastings LLP

Paul Hastings LLP’s tax practice across the West and East coasts has a strong hold in tax matters relating to international and national capital markets, cross-border M&A, real estate, restructurings, project finance, and renewable energy, advising clients such as Goldman Sachs, Carlyle, and Morgan Stanley. Based in New York, Joseph Opich leads the practice and is an expert in real estate tax and market-leading structured credit practice. In Los Angeles, Michael Haun provides tax advice on cross-border transactions, cryptocurrency, and real estate. Chicago’s Ziemowit Smulkowski specializes in federal income tax issues relating to private equity-backed investments and M&A. Lucas Rachuba in San Francisco and Thomas Wisialowski in Palo Alto focus on private equity, hedge funds, credit, venture capital, and real estate transactions. Gary Silber and Robert Wilson in New York handle a large variety of transactional and tax matters for clients such as pharmaceutical companies, investment managers, and real estate developers. Bringing considerable experience, Alex Farr and Daniel Nicholas joined the firm as partners in August 2024 from McDermott Will & Schulte and Weil, Gotshal & Manges LLP, respectively.

Responsables de la pratique:

Joseph Opich


Autres avocats clés:

Michael Haun; Ziemowit Smulkowski; Lucas Rachuba; Alex Farr; Daniel Nicholas; Thomas Wisialowski; Gary Silber; Robert Wilson


Principaux dossiers


  • Advised Francisco Partners and TPG, in the take-private of New Relic at an equity valuation of approximately US$6.5 billion.
  • Advised Goldman Sachs Group, Inc. in Thoma Bravo LP’s US$5.3 billion all-cash acquisition of UK-based AI cybersecurity company Darktrace plc.
  • Advised Blue Owl Credit Advisors LP, Blackstone Alternative Credit Advisors LLC, and Ares Capital Management LLC in Permira’s US$6.9 billion all-cash acquisition of website design platform Squarespace, Inc.

Proskauer Rose LLP

Offering broad expertise to blue-chip fund formations, Proskauer Rose LLP offers a full range of corporate and financial taxation. The group, based out of New York and Boston, advises on cross-border structuring issues such as asset and business migrations and has particular expertise in employment and executive compensation matters. ‘Truly exceptional’ practice lead Amanda Nussbaum advises sports teams and leagues on various tax matters as well as the structuring of international private investment funds. Tax expert David Miller handles a wide range of areas such as the taxation of financial instruments and derivatives, bankruptcy and workouts, and cross-border private equity and hedge funds. Scott Jones and Arnold May focus on tax planning for private equity fund managers. Jeremy Naylor advises on all aspects of private investment fund matters, and Jamiel Poindexter advises on all types of fund-related transactions. Janicelynn Park represents investors and sponsors in buy-side and sell-side secondary transactions. Daniel Paulos and Ekaterina (Kate) Napalkova have departed the firm.

Responsables de la pratique:

Amanda Nussbaum


Autres avocats clés:

David Miller; Scott Jones; Arnold May; Jeremy Naylor; Jamiel Poindexter; Malcolm Hochenberg; Janicelynn Asamoto Park; Muhyung Lee; Brianna Reed


Les références

‘Deep knowledge and practical approach’

‘Amanda Nussbaum heads the practice is a truly exceptional tax lawyer–knowledgeable, great judgment and practical and efficient advice. when she brings tax colleagues in for specialized areas or when junior research is required, our experience with those lawyers also generally has been very good. ’

‘Amanda Nussbaum is an extraordinary tax lawyer. As a client with tax experience and knowledge base, and also having gotten tax advice on different transactions and issues from a numberof top tax partners at several firms over the years, i can comfortably say that Amanda is a standout. Her advice is tailored to each client’s goals and risk tolerance on each issue; is clear and practical; generally able to advise without fresh research; and is time-tested for quality. Amanda works long hours, and makes time promptly whenever time sensitive advice is required and always is quite timely. Amanda is our go-to for tax advice, and is truly a supoerstar. ’

‘Amanda Nussbaum is by far the top tax lawyer we have ever worked with, across sectors. Her knowledge and ability to communicate and educate tax matters, complex and conventional, is unparalleled. Additionally, Amanda recruits exceptionally well, expanding her firm’s capabilities with diligence and rigor, exhibiting clear humility relating to her or the team’s limitations. Lastly, across groups, the Proskauer team has consistently impressed us with their culture of cost efficiency. Select your favorite superlative, and that would be the word we would best use to describe the Proskauer tax team. We greatly appreciate the opportunity to share our experience in this matter.’

‘The team related narrative above provides detail that is relevant to this section above. The entire team is exceptionally talented. However, Amanda Nussbaum differentiates Proskauer from all other tax groups we have ever worked with.’

Principaux clients

National Football League – 32 Equity


Vantage Data Centers


Fortress Credit Corp.


TGL


Ascend Capital Partners


Invictus Global Management


Thrive Capital


Bedrock Management Services


Atlas Holdings


Blackstone Strategic Partners


Columbia Capital


Ziff Davis


Lexington Partners


StepStone Group Inc.


PineBridge Investments


Sports Content Creation LLC dba X Games


Stellex Capital Management


Continuation Fund Advisory: Apollo S3, Palladium Equity Partners, RockPort Capital Partners, Ridgemont Equity Partners, Hollyport Capital


AR Global Investments, LLC


Benitec Biopharma


Intapp, Inc.


Principaux dossiers


  • Advised 32 Equity, the strategic investment arm of the NFL, as a material investor in the recently announced acquisition of UPshow by EverPass Media, a leading media platform for distribution of premium live sports and entertainment content to commercial businesses.
  • Advised Vantage Data Centers, a leading global provider of hyperscale data center campuses, in the tax structuring of its $9.2 billion equity investment led by investment vehicles managed by DigitalBridge Group, Inc., a leading digital infrastructure-focused asset manager with approximately $75 billion of assets under management, and Silver Lake, a global leader in technology investing with approximately $101 billion in assets under management.
  • Advised Blackstone Strategic Partners in their investment in Alpine Investors’ $3.4 billion single-asset secondary market continuation fund transaction that will continue its partnership with Apex Service Partners, an HVAC, plumping and electrical services leaders.

Ropes & Gray LLP

The non-contentious tax group at Ropes & Gray LLP advises multinational companies, private equity firms, and tax-exempt organizations on tax matters relating to fund formation, real estate, and banking and finance, as well as advising on M&A, restructurings, spin-offs, and joint ventures. The firm also has a strong presence in the pharma industry. Key figures include practice lead Elaine Murphy, advising on cross-border M&A and financing arrangements, international tax compliance matters, and fund formations. David Saltzman has expertise in cross-border capital markets transactions and investments in real estate. Amanda Holt specializes in transactional matters and real estate taxation issues. Kendi Ozmon advises tax-exempt organizations such as universities and healthcare organizations, and Pamela Glazier advises private equity firms on transactions across a variety of industries. Among various promotions to partners, Christopher Roman has joined the firm from Fried, Frank, Harris, Shriver & Jacobson LLP, while Lee Allison has departed the firm. All lawyers mentioned are based in Boston.

Responsables de la pratique:

Elaine Murphy


Autres avocats clés:

Jim Brown; David Saltzman; Amanda Holt; Kendi Ozmon; Kristen Winckler; Scott Pinarchick; Pamela Glazier; Alyssa Kollmeyer; Eric Behl-Remijan; Tristan Evans-Wilent, Samuel Duncan, Franziska Hertel; Brandon Dunn; Christopher Roman


Principaux dossiers


White & Case LLP

The non-contentious tax group at White & Case LLP has expertise in multijurisdictional transactions, advising multinational corporations, investment and sovereign wealth funds, financial institutions, governments, and more in major industries including real estate, tech, pharma, metals and mining, and healthcare. The group also has strong experience in advising on various tax aspects of renewable energy projects. Sang Ji leads the practice with experience extending to stock and asset acquisitions, including tax-free reorganizations as well as cross-border transactions. Focusing on complex business transactions, Scott Fryman has considerable experience advising on SPAC IPOs. David Dreier and Steven Gee advise on tax matters related to M&A, securitization transactions, intellectual property, and restructurings. In Washington DC, Jeffrey Davis is particularly skilled in advising on tax issues related to renewable energy projects, and Eric Urschel advises on partnerships, REITs, and tax treaties. Houston’s Chad McCormick’s expertise lies in the energy and oil and gas sectors. All lawyers are based in New York unless otherwise mentioned.

Responsables de la pratique:

Sang Ji


Autres avocats clés:

David Dreier; Steven Gee; Scott Fryman; Chad McCormick; Jeffrey Davis; Eric Urschel


Principaux clients

Screaming Eagle Acquisition Corp.


Iberdrola, S.A.


Elanco Animal Health Incorporated


Falcon’s Beyond Global, LLC


Pyrophyte Acquisition Corp.


Endava


Japan Petroleum Exploration Co., Ltd.


Vast Renewables Limited


I Squared Capital


HYBE Co., Ltd


Kohler Co.


CVC Capital Partners


Certares Management LLC


Elevance Health, Inc.


Beal Bank USA


Occidental Petroleum Corporation


TotalEnergies E&P USA, Inc.


Sixth Street Partners


Principaux dossiers


  • Represented Screaming Eagle Acquisition Corp., a special purpose acquisition company (SPAC), on its agreement to combine with the studio business of Lionsgate, which comprises its Television Studio and Motion Picture Group segments and one of the world’s most valuable film and television libraries, to launch Lionsgate Studios Corp. (Lionsgate Studios).
  • Represented Iberdrola, S.A., an international electric utility company headquartered in Spain, in its pending acquisition of all shares of Avangrid, Inc., an energy services and delivery publicly traded company listed on the NYSE (NYSE: AGR), not already beneficially owned by Iberdrola S.A. for approximately $2.6 billion.
  • Represented Elanco Animal Health Incorporated (NYSE: ELAN), a U.S. pharmaceutical company and global leader in animal health, in the sale of its aqua business to Merck Animal Health, a division of Merck & Co., Inc. (NYSE: MRK), for approximately $1.3 billion in cash, subject to customary post-closing adjustment.

Cadwalader, Wickersham & Taft LLP

Cadwalader, Wickersham & Taft LLP has a strong financial services focus, advising domestic and multinational corporations, private equity firms, and investment banks on complex transactions, including M&A, spin-offs, and joint ventures. The firm also has vast experience with bankruptcy tax matters, ERISA issues, and REMIC taxation. Practice lead Linda Swartz is ‘knowledgeable, practical, and personable,’ specializing in corporate reorganizations, debt restructurings, and distressed M&A. Andrew Carlon focuses on corporate transactions such as cross-border restructurings and a variety of spin-offs, including pro-rata spin-offs and IPO-spin combinations. Jon Brose advises on commercial transactions and capital market activities and has experience with a variety of investment strategies. William Walsh is also a key figure within the group. All lawyers mentioned are based in New York.

Responsables de la pratique:

Linda Swartz


Autres avocats clés:

Andrew Carlon; Jon Brose; Gary Silverstein; Mark Howe; William Walsh


Les références

‘Linda Swartz — knowledgeable, practical, personable.’

 

Principaux clients

BNP Paribas


AlTi Tiedemann Global (“AlTi”)


AngioDynamics


Assured Guaranty Corp. and Assured Guaranty Municipal Corp.


Integrated Whale Media Investments (“IWM”)


Multinational drink and brewing company


Integrated Whale Media Investments (“IWM”)


A number of regional banks and Global Systemically Important Banks (GSIBs)


A leading global alternative investment manager


Multinational drink and brewing company


AXA Investment Managers


TSD Rental


Bank of America


Principaux dossiers


  • Representing Assured Guaranty Corp. and Assured Guaranty Municipal Corp. (“Assured”) in connection with the Commonwealth of Puerto Rico’s restructuring of approximately $73 billion of outstanding bond debt, the largest-ever U.S. municipal debt restructuring and the first bankruptcy of any U.S. territory.
  • Representing AlTi Tiedemann Global, a publicly traded, international wealth management and alternative investments corporation with approximately $68 billion in assets, in securing a strategic investment of up to $450 million in growth capital from Allianz X and Constellation Wealth Capital (CWC).
  • Representing BNP Paribas in its $5 billion strategic financing and capital markets collaboration with ATLAS SP Partners.

Dechert LLP

Dechert LLP has a strong focus on financial services and asset management, with particular expertise in private equity and innovative fund structuring, including crypto-related work. The firm advises on corporate transactions, restructurings, and fund formation, as well as major global corporate and capital markets deals. The team is well regarded for its work in private equity-led deals and structured finance. Joshua Milgrim in New York leads the practice, advising on high-value transactions for a variety of industries, including tech, life sciences, and financial services. Joseph A. Riley, also New York-based, advises fund managers and investors on a wide range of fund types, including specialized asset classes such as cryptocurrency funds. Washington DC’s William Cejudo specializes in tax matters relating to structured finance transactions and is particularly adept at advising on investment vehicles alongside David Passey in New York.

Responsables de la pratique:

Joshua Milgrim


Autres avocats clés:

Joseph Riley; William Cejudo; Ari Zak; David Passey; Kevin Zaragoza


Les références

‘We use Dechert for our mortgage-backed securitization work and, specifically, we obtain advice and guidance from William Cejudo, a tax partner at the firm. Will has deep experience with mortgage-backed securitizations and REMICs. Moreover, Will is an innovative thinker who drives to find solutions. In short, Will delivers consistently practical tax advice. Finally, Will is extremely responsive, reliable and always accessible. ’

Principaux clients

21Shares


AGL Credit Management LLC


Amber Infrastructure


ARK Invest


Bain Capital


Centerbridge Partners


Concentra Group Holdings Parent, Inc.


Court Square Capital Partners


Estancia Capital Partners


Graham Partners


Grant Thornton


GQG Partners Inc.


Hunt Companies


Marcum, LLP


MiddleGround Capital Management


North Haven Private Income Fund LLC


PingSafe


Select Medical Holdings Corporation


SL Investment Corp.


Superstate Inc.


Principaux dossiers


  • Advised MiddleGround Capital, a private equity firm managing over US$3.5 billion in assets, on a take-private merger with L.S. Starrett Company.
  • Advised GQG Partners Inc. (GQG), a U.S.-based global investment boutique focused on managing active equity portfolios, on an agreement for an affiliate of GQG to acquire equity interests in certain boutiques from Pacific Current Group Limited and certain of its U.S. affiliates (collectively, PAC). PAC is a global multi-boutique asset management business based in Australia.
  • Represented Select Medical before the Internal Revenue Service and was successful in obtaining a private letter ruling that would allow Select Medical to distribute the stock of Concentra to its public stockholders in a tax-free spin-off, and would permit the distribution of almost US$2 billion of cash to Select Medical without any adverse tax consequences.

DLA Piper LLP (US)

DLA Piper LLP (US)’s non-contentious tax group advises on complex corporate and financing transactions, with expertise spanning corporate and private equity M&A, public deals, REITs, tax equity and credits, capital markets, fund formations, and securitizations. In New York, practice lead Gerald Rokoff offers deep experience within financial and insurance products and M&A transactions. Also in New York, Shiukay Hung heads the US REIT tax subgroup, specializing in complex transactions in the REIT sector, and Drew Young and Marc Casale are highly regarded for their work on clean energy transferable tax credits. Brian Hamano in Los Angeles has considerable experience in the tax insurance space. ‘Brilliant’ John Wei in Boston advises on a spectrum of structures and asset classes, including real estate and tax risk insurance. Reza Nader joined the team from Baker McKenzie LLP in January 2026. Tom Geraghty has left the firm.

Responsables de la pratique:

Alison Maxwell


Autres avocats clés:

Gerald Rokoff; Frank Mugabi; Drew Young; Kurtis Weaver; John Wei; Shiukay Hung; Brian Hamano; Marc Casale; Reza Nader


Les références

‘DLA has an extremely broad network of specialists across areas of tax and across borders. They have local expertise across the globe.’

‘John Wei is brilliant and very attentive to detail.’

‘The team is Gerald Rokoff and John Wei. Between them they combine extensive transactional experience and technical expertise. They are my preferred firm for transactional tax advice across all categories.’

Principaux clients

Carlisle Companies Incorporated


Goldman Sachs Real Estate Income Trust, Inc.


CDL 1000


Alimera Sciences, Inc.


Concord Music Group, Inc. [Alchemy/Concord Music]


Carlyle Group, LLC


Coinbase Global, Inc.


Etain Health


MiX Telematics Ltd.


Paylocity Corporation


BioTE Holdings, LLC


Atrium Sports, Inc.


Airtower Networks


Euclid Transactional


SolarWinds Worldwide, LLC


Pennsylvania Real Estate Investment Trust (PREIT)


49ers Enterprises II, LLC


Phoenix Suns


Loral Space & Communications, Inc.


MDC Partners Inc.


Alphasense


Haymaker Acquisition Corp II


Exelon Corporation


Parasol Renewable Energy LLC


EQT Exeter/EQT Exeter Real Estate Income Trust, Inc.


American Gene Technologies Inc.


Baird Capital


Columbia Capital, LLC


Respida


Centroid Investment Partners LC


Globant, LLC


AXA


Principaux dossiers


  • Advised Pennsylvania Real Estate Investment Trust (now PREIT Realty) in the REIT tax planning aspects of thecompany’s highly complex financial and corporate restructuring.
  • RepresentedMiX Telematics Ltd.a publicly traded South African vehicle technology company,in its business combination with Powerfleet, Inc.,a provider of wireless IoT solutions for tracking and managing high-value enterprise assets, to form one of the world’s largest mobile asset artificial intelligence-of-things (AioT) Software-as-a-Service (SaaS) provider.
  • Represented its client in the acquisition from First Solar, Inc. of up to $700M in US federal income tax credits created under the Inflation Reduction Act (IRA).

Freshfields LLP

With strong experience in the life sciences sector, Freshfields LLP advises domestic and international clients such as Johnson & Johnson and AstraZeneca on various transactional tax matters, including acquisitions, divestitures, capital markets transactions, and investment strategies. Steven Matays joined the group’s New York practice from Skadden, Arps, Slate, Meagher & Flom LLP in June 2024, bringing a wealth of experience in cross-border M&A, complex debt and equity offerings, and joint ventures. In Washington DC, Claude Stansbury advises financial institutions and multinational companies on financings, restructurings, and disposals. Joe Soltis in New York advises on multibillion-dollar deals spanning sectors such as life sciences, manufacturing, and software.

Autres avocats clés:

Steven Matays; Claude Stansbury; Joe Soltis; Sarah Katz


Principaux clients

Sanofi


Johnson & Johnson


Patrick Whitesell, the Executive Chairman of Endeavor


Roivant Sciences


AstraZeneca


Special Committee of PowerSchool Holdings


Cinven


Cencora


Sonoco Products Company


Zeus Company


Japan Tobacco


Zuora


Uber Technologies


JD Sports


Special Committee of the Board of Directors of PropertyGuru


Novartis


CVC Capital Partners


Yokohama Rubber Company


TriNet


General Atlantic


Principaux dossiers


  • Advised Sanofi on its exclusive negotiations with CD&R for the potential purchase and sale of a 50% controlling stake in Opella.
  • Advised Johnson & Johnson on the tax aspects of its $13.1bn acquisition of Shockwave Medical.
  • Advised the Executive Chairman of Endeavor, in connection with the Company’s pending sale to Silver Lake.

Goodwin

Goodwin advises a wide range of industries, from private equity to tech. With particular strength in the life sciences and real estate sectors, the group advises on REITs, company formations, M&A, joint ventures, public and private securities offerings, and more. The group is led by Neal Sandford in Boston, who holds particular expertise in structuring tax-sensitive commercial transactions, international tax issues, and workouts. Co-chair Kelsey LeMaster in San Francisco advises on fund formations, investment structuring, REITs, and real estate transactions. New York’s Janet Andolina specializes in general corporate, real estate, and international taxation matters. Other key figures within the practice include tax experts Edward Glazer and Howard Cubell in Boston, and Romina Weiss in New York.

Responsables de la pratique:

H. Neal Sandford; Kelsey LeMaster


Autres avocats clés:

Janet Andolina; Edward Glazer; Howard Cubell; Romina Weiss


Principaux clients

83North, EQT and Iconiq Capital


Blueprint Medicines


Boston Properties Limited Partnership


Drawbridge Realty


First Eagle Investments


Level Equity Management, LLC


Lucid


NewcrestImage


PTK Acquisition Corp.


StepStone Group


Principaux dossiers


  • Advised Peerless Aerospace Fastener Corporation on its Membership Interest Purchase Agreement with Diploma Holdings Inc., pursuant to which Peerless will be acquired by Diploma for a purchase price of 300 million, subject to certain closing adjustments and inclusive of a reinvestment of proceeds by management in the form of promissory notes.
  • Represented StepStone Group with over $4 billion in deal closings for investments into multiple funds,
  • Advised RPT Realty (RPT) in its definitive merger agreement to be acquired by Kimco Realty in an all-stock transaction valued at approximately $2 billion including the assumption of debt and preferred stock

Holland & Knight LLP

Offering tax structuring work for a broad spectrum of clients, the ‘remarkable’ team at Holland & Knight LLP has strong expertise in cross-border M&A, transfer pricing planning, structuring, and federal, state, and foreign tax planning. William Sherman co-heads the group from Florida alongside Stewart Kasner, where he focuses on sophisticated tax planning for a diverse range of clients, including in the petrochemicals, real estate, pharma, and aluminum industries. In Dallas, co-head Mark Melton has considerable experience in the private equity and hedge fund sphere, advising on fund formation, deal acquisitions, and audit representation. Sean Sullivan in Tennessee advises on ESOPs, employee benefits, and pension and retirement plans. Amish Shah in Washington DC and Houston’s Roger Aksamit are particularly active in the energy sector, alongside Ryan Phelps, who joined the firm in June 2024 from Kirkland & Ellis LLP. Christopher Rizek has also joined the group from Caplin & Drysdale, Chartered in March 2024.

Responsables de la pratique:

Mark A. Melton; William “Bill” Sherman; Stewart Kasner


Autres avocats clés:

Sean Sullivan; Amish Shah; Roger Aksamit; Ryan Phelps; Christopher Rizek; Logan Gans; Joshua Husbands; Mark Haranzo


Les références

‘The team is remarkable across a variety of very complex tax related issues. They have assisted my company with everything from an IRS audit to structuring very complex securitizations and acquisitions.’

‘Mark Melton is always available to help and has become a highly integral part of all of our strategic planning. We transact in hundreds of millions if not billions of dollars of transactions annually and the consequences of poor or inefficient tax structuring could be dire.’

‘Logan Gans is impressibe. Always available, very clear, business oriented.’

Principaux clients

## INSERTED START: 20-01-2025 04:49:44


Azure Summit Technology


Software company


Principaux dossiers


  • Advised Azure Summit Technology, an engineering company for national security technology, on tax structuring in a matter worth more than $1.2 billion.
  • Advised on a tax-free restructuring for U.S. and foreign-based shareholders of a foreign software company as it domesticates into the U.S.

Jones Day

Jones Day’s non-contentious tax group offers a wide range of expertise, from bankruptcy and financing advice to international tax planning, particularly in the life sciences, pharma, and private equity sectors. Joseph Goldman and Edward Kennedy co-lead the practice from Washington DC and New York, respectively. Joseph Goldman is an expert in advising on financial and international transactions and practices all aspects of federal and international taxation. Edward Kennedy advises investors, private equity groups, foreign entities, and foreign sovereign wealth funds. DC’s Andrew Eisenberg has significant expertise in federal income tax issues concerning corporate M&A, and Colleen Laduzinski, heading the group’s Boston office, acts in chapter 11 cases, significant debt workouts, and restructurings.

Responsables de la pratique:

Joseph Goldman; Edward Kennedy


Autres avocats clés:

Andrew Eisenberg; Colleen Laduzinski; Christopher Hanfling; Kelly Rubin; Benjamin Jacobs


Principaux clients

Cleveland Cliffs


Diebold Nixdorf


EagleTree


FactSet Research Systems


FirstEnergy


Laureate Education


Newell Brands


Riverside Company


Wabtec Corporation


Principaux dossiers


  • Advised FirstEnergy Corp. in the $3.5 billion sale of an additional 30.0% equity stake in its subsidiary FirstEnergy Transmission.
  • Advising Laureate Education on all of their transactions, including their sales of their U.S., Australian, New Zealand, Malaysian, Honduran, Brazilian and Chilean businesses totalling over $3 billion.
  • Represented BofA Securities, Inc. as representatives of the underwriters, in connection with the public offering by PepsiCo, Inc., a leading global beverage and convenient food company, of $2.25 billion of senior notes, consisting of $850 million of 4.500% Senior Notes due 2029, $650 million of 4.800% Senior Notes due 2034 and $750 million of 5.250% Senior Notes due 2054.

Morrison Foerster

The non-contentious tax group at Morrison Foerster has a wealth of experience in advising multinational companies, investors, non-profit organizations, private equity sponsors, and hedge and real estate funds on the full spectrum of corporate tax matters, complex capital markets work, operational tax planning, and general business and transactional matters. The practice is led by Anthony Carbone in New York, who specializes in high-profile bankruptcy matters, a broad range of securities offerings, and corporate finance transactions. Bernie Pistillo in San Francisco has strong expertise in tax controversies and international M&A and restructurings. In San Diego, Shane Shelley advises REITs and real estate, renewable energy, and financial services clients on sophisticated tax matters. The ‘extremely talented’ David Sturgeon in Los Angeles handles a wide variety of tax work for the tech, real estate, and financial services sectors. Joy MacIntyre and Katherine Erbeznik have departed the firm. Richard Nugent joined the team in April 2025 from Jones Day, and now chairs the global tax practice.

Responsables de la pratique:

Anthony Carbone; Richard Nugent


Autres avocats clés:

Bernie Pistillo; Shane Shelley; Dave Sturgeon; Brian Radigan; Rebecca Balinskas


Les références

‘Deep professionalism and creative thinking’

‘A leading firm across all areas of U.S. tax. They are responsive, collaborative, creative, and technical.’

‘David Sturgeon is a star. He’s extremely talented, has a broad base of knowledge, is profoundly technical, and understands how to serve the needs of his clients. He is a pleasure to work with.’

Principaux clients

ACT


AgroFresh


Alexandria Real Estate Equities


Alpine Investors


ARM Holdings


Autodesk


Cartica Acquisition Corp.


Clean Energy Fuels Corp.


DevvStream Holdings


Elvaston Capital


eBay


IPI Partners


McGrath RentCorp


Metagenomi


Moving & Storage Company


onsemi


Populi


Prado Group


RH


Rivian Automotive


SellerX Germany GmbH


SoftBank Group Corp.


Southwest Gas


Sugar Foods Corp.


U.S. Silica Holdings


Unity Technologies


Principaux dossiers


  • Advised U.S. Silica Holdings on the tax aspects of its $1.85 billion sale to entities affiliated with Apollo Global Management.
  • Advised private equity firm Alpine Investors, and portfolio companies, on the tax implications of multiple transactions to support the growth of its business platforms.
  • Advised Alexandria Real Estate Equities on various REIT tax issues and its USD1 billion public offering.

Orrick, Herrington & Sutcliffe LLP

Orrick, Herrington & Sutcliffe LLP’s transactional tax team offers a broad range of tax advice to clients in the tech, energy, infrastructure, and logistics markets. Eric Wall leads the group from San Francisco and focuses on corporate and partnership taxation. New York’s John Narducci advises on tax aspects of M&A, energy market transactions, financings, and securities offerings. Also in San Francisco, SeoJung Park advises on private equity and venture financings in the tech and life sciences sectors, and Kimberly Loocke specializes in corporate and real estate transactions as well as tax controversy and operational matters.

Responsables de la pratique:

Eric Wall


Autres avocats clés:

John Narducci; SeoJung Park; Kimberly Loocke


Principaux clients

SAP SE


Duetto Research


Workday, Inc.


Turn/River Capital


EPAM Systems, Inc.


Kiewit Development Company, Inc.


The Port Authority of New York and New Jersey


TotalEnergies


Centerline Logistics Corporation


Irradiant Partners


Cisco Systems


Ardian Infrastructure


Copenhagen Infrastructure Partners P/S


Egress Software Technologies Limited


Banneker Partners


Traws Pharma, Inc.


Crossbeam, Inc.


Principaux dossiers


  • Advised SAP, a global leader in enterprise applications and business AI on its agreement to acquire Israel-headquartered WalkMe, a leader in digital adoption platform solutions for approximately $1.5 billion.
  • Advised Turn/River Capital portfolio company Redwood Software, the industry leader in full stack automation, in entering into an agreement to be acquired by Vista Equity Partners and Warburg Pincus. Orrick is advising Turn/River and Redwood on the transaction.
  • Advised EPAM Systems, a leading digital transformation services and product engineering company, in entering into an agreement to acquire NEORIS, a Miami-headquartered global advanced technology consultancy with more than 4,700 professionals in Latin America, Spain, and the U.S.

Vinson & Elkins LLP

The ‘responsive and professional’ team at Vinson & Elkins LLP advises on a variety of tax matters, including those relating to REITs, energy sector work, and funds work, as well as advising public and private corporations, private equity funds, investors, and SPACs on various complex transactions. Leading the group is Ryan Carney in Houston, advising on M&A, joint ventures, divestitures, and public offerings, and David Peck in Dallas, who advises private equity clients on fund formations and investment partnerships. In Washington DC, Gary Huffman focuses on domestic and international tax planning as well as structuring for MLPs. Other key figures within the practice include New York’s ‘impressive’ Ron Nardini, as well as the ‘very knowledgeable’ Sean Moran in Austin and Lauren Collins in Los Angeles. Jorge Medina and Jenny Speck have joined the firm from A&O Shearman and Bracewell LLP, respectively.

Responsables de la pratique:

David Peck; Ryan Carney


Autres avocats clés:

Gary Huffman; Ron Nardini; John Lynch; Christopher Mangin; Sean Moran; Lauren Collins; Allyson Seger; Jorge Medina; Jenny Speck; Josh Heideman


Les références

‘V&E is our trusted firm to handle all our tax advisory work related to each transaction.’

‘Ron Nardini is the best in the business. He is knowledgeable, responsive, and gives commercially appropriate advice. ’

‘This firm’s reputation aligns with the work product and advice that they give – top tier. I have been extremely happy with the level of service they provide with clear communication, full analysis of transaction and subsequent events, and responsiveness. Their advice has made a significant positive monetary impact on the result of various transactions which my company has utilized the firm. ’

Principaux dossiers


Willkie Farr & Gallagher LLP

The non-contentious tax group at Willkie Farr & Gallagher LLP, primarily based in New York, advises on various transactions in a variety of sectors, including financial, insurance, tech, and funds. Christopher Peters leads the group with expertise in advising on capital markets transactions and on fund-related matters. Guy Inbar is particularly experienced in the formation of REITs, spin-offs, real estate, and leveraged buyouts. Elizabeth Buckley Lewis advises non-profit organizations, Arthur Lynch represents clients in the insurance sector, investors, and underwriters, and Vadim Mahmoudov has particular expertise in fund formations and domestic and cross-border M&A. Other key figures within the practice include Russell Pinilis, Isaac Silverstein, and Yaniv Maman in Houston.

Responsables de la pratique:

Christopher Peters


Autres avocats clés:

Guy Inbar; Arthur Lynch; Vadim Mahmoudov; Russell Pinilis; Isaac Silverstein; Robert Jacobson; Shane Nix; Bryan Kelly; Elizabeth Buckley Lewis; Yaniv Maman


Principaux dossiers


Winston & Strawn LLP

Winston & Strawn LLP’s transactional tax practice advises on fund formations, M&A and dispositions, formations, and joint ventures, as well as on securitization and offshore investment transactions. The group has a particular strength within the energy sector, with experience in M&A and tax equity financings in district energy, transmission lines, and more. In Chicago, practice lead Olga Loy is particularly experienced in representing corporations on the tax structuring of IPOs, SPACs, spin-offs, and general tax planning. Dennis Kelly focuses his practice within the real estate and finance sectors. Donald Goff has particular experience with M&A and transactions within the private equity sphere. Dallas’ Louis Jenull is active within the energy sector, advising on oil and gas transactions and the development of renewable energy projects and the subsequent investments. Jennifer Morgan in Los Angeles is also particularly adept in energy-related transactions, and Chicago’s Angela Rohman-Russo is praised as a ‘fantastic tax lawyer’ with extensive M&A and financing experience.

Responsables de la pratique:

Olga Loy


Autres avocats clés:

Dennis Kelly; Donald Goff; Louis Jenull; Jennifer Morgan; Jeffrey Rubinger; Angela Russo


Les références

‘Any firm is only as good as the people assigned to your account. I work with Angela Russo. She is a fantastic tax lawyer. ’

‘Angela Russo is knowledgeable and commercial. I find her a delight to work with given her optimistic attitude.’

‘Winston & Strawn brings together expertise in all areas relevant to our tax planning as a software group. For example, we needed to revise a template for intercompany licenses of copyright rights. The firm had counsel in IP law, corporate law and tax law review the document.’

Principaux clients

Everside Capital Partners


Braiin Limited


Denali Capital Acquisition Corp.


ClearCompany LLC


Integrated Rail and Resources Acquisition Corp.


Wind Point Partners


NexPoint Advisors, L.P.


Madison Capital Funding LLC


Petros PACE Finance, LLC


KeyBank N.A.


Principaux dossiers


  • Represented Integrated Rail and Resources Acquisition Corp., a SPAC, in tax-related matters connected to its merger with Tar Sands Holdings II, LLC. Specifically, we advised on the transaction structure and reviewed the tax-related transaction documents.
  • Representing Petros PACE Finance, LLC in preparing a NIM Loan and Security Agreement in connection with the NIM credit facility provided by Sixth Street to PPF NIM II, LLC (the Borrower entity) that is secured by the Class C Certificates of SUBIs issued by the Petros PACE Finance Titling Trust. Winston’s Tax team advised on the tax aspects of the lending facility.
  • Advised on tax structuring related to the formation of various Everside Capital Partners’ funds, including its small business investment company (SBIC), to closely tailor the structure to the investment portfolio, investor base and US Small Business Administration guidelines and requirements. Additionally, we helped prepared and reviewed the tax provisions in the various funds’ limited partnership agreements, general partner limited liability company agreements, and private placement memoranda.

Akin

Akin has a strong presence in the energy sector as the ‘go-to tax counsel’ for corporations such as Diamondback Energy, Excelsior Energy Capital, and Saxum Energy Partners. The practice, led by Patrick Fenn and Stuart Leblang in New York, advises on a client’s tax obligations in a wide variety of matters including; mergers, acquisitions, restructurings, and joint ventures. Fenn works on fund-related tax matters related to complex multijurisdictional and domestic transactions whilst Leblang possesses valuable regulatory tax expertise built during his time at the US treasury. Alexander Specht, Johnathan Pavlich, and Ryan Dahan bring valuable commercial expertise to the practice.

Responsables de la pratique:

Patrick B. Fenn; Stuart E. Leblang


Autres avocats clés:

Ryan Dahan; Alexander Specht; Johnathan Pavlich


Les références

‘Akin’s tax team is essentially our go-to funds and tax counsel. They have participated in dozens of our workstreams in the past year, ranging from fund formation issues to transaction tax structuring and internal tax strategic initiatives.

‘What makes them unique is the breadth of their understanding of our business, their business-oriented approach, the depth of their technical prowess, and the high-quality deliverables they produce.’

Principaux clients

Innovex


Main Street Capital Corporation


Talos Energy Inc.


7-Eleven, Inc.


Viper Energy Partners LP


Waldorf Production Limited


Vital Energy


Diamondback Energy Inc.


Rattler Midstream Operating LLC


Excelsior Energy Capital


Edge Natural Resources


San Isidro Energy Company II, LLC


Princeton Equity Group


Saxum Energy Partners


Principaux dossiers


  • Advised 7-Eleven, Inc in an agreement to acquire 204 stores from Sunoco LP for approximately $1 billion.
  • Advised Vital Energy, an independent upstream energy company, in its definitive agreements with Henry Energy LP, Henry Resources LLC, Tall City Property Holdings III LLC, and Maple Energy Holdings, LLC to acquire assets that add scale in the Permian Basin.
  • Advised Diamondback Energy Inc. in the formation of a new joint venture entity with Five Point Energy LLC to form Deep Blue Midland Basin LLC.

Baker Botts L.L.P.

Baker Botts L.L.P.  focuses on conventional and renewable energy clients, providing ‘expert analysis’ on the tax implications of debt financings, m&a deals, corporate reorganizations, and restructurings. The practice is spearheaded by Derek Green in Houston, who is very active in the renewable energy industry, and Steve Marcus in Dallas, who excels at tax planning for American and international companies. Another key figure in the practice is Houston’s Michael Bresson who advises public and private companies on tax structuring for REITS, MNP’s, and joint ventures. Renn Neilson in Dallas has a strong record in state and local taxation work.

Responsables de la pratique:

Steve Marcus; Derek Green


Autres avocats clés:

Renn Nielson; Michael Bresson


Les références

 

‘Expert analysis, thorough follow up, outside the box thinking’

 

Principaux clients

Affinius Capital


Cheniere Energy


Hi-Crush Inc.


Intersect Power


Kodiak Gas Services


Lancium LLC


Liberty Latin America


Matador Resources Company


RealPage, Inc


Starboard Value Fund LP


Steel Dynamics, Inc.


Stifel, Nicolaus & Company, Inc.


Sunnova Energy Corporation


Sunrun, Inc


Principaux dossiers


  • Advised Liberty Media Corporation in its acquisition of Dorna Sports, a transaction with an aggregate equity value of approximately €3.502 billion.
  • Advised Sunnova Energy International Inc., one of the leading U.S. residential solar and storage service providers, in multiple tax credit monetization transactions.
  • Advised Affinius Capital during the structuring and restructuring of an investment in a multi-billion-dollar development of a data center complex encompassing 2.3 million square feet over five, two-story buildings and 326 MWs of available power.

Baker McKenzie LLP

Baker McKenzie provides tax assistance to multinational corporations such as Berkshire Hathaway and Intel. The practice is collectively chaired by Salim Rahim and Julia Skubis Weber, which does a lot of federal tax credit work but is also equipped to advise on joint ventures, transaction financing, and securitizations. The team is bolstered by the work of David Goldman in Los Angeles, a reference in the transactional tax space, and Chicago’s Maher Haddad who excels at structuring complex investments. Reza Nader departed the team in January 2026.

Responsables de la pratique:

Salim Rahim; Julia Skubis Weber


Autres avocats clés:

David Goddard; Maher Haddad


Principaux clients

Pacific Gas & Electric (« PG&E »)


Southern California Edison


Nexus Capital Management LP


Botco, Inc.


Intel Corporation


Berkshire Hathaway Inc.


Principaux dossiers


  • Advised PG&E, California’s largest utility, on a multi-billion dollar spinoff transaction with the global investment firm KKR. The spin-off of the power generation arm would give a minority stake of the energy / electricity to KKR.
  • Advised Southern California Edison as counsel for two issuances of trust preference securities totalling USD 900 million.
  • Advised Nexus Capital Management LP, a Los Angeles-based private equity firm (« Nexus ») in the acquisition of MAV Beauty Brands Inc.

Clifford Chance

In New York, the multifaceted tax practice at Clifford Chance is very active in the investment, real estate, and energy sectors, representing companies like Blackrock and Onex. Paul Seraganian forms the bedrock of the practice and works predominantly for sponsors in developing tax structures for acquisitions and joint ventures for domestic and international deals. Other key figures in the team include Phillip Wagman, who works on M&A deals and securitization transactions, Michael Seaton, a REIT specialist, and Avrohom Gelber, who has demonstrated a strong track record in cross-border financing and structuring. Todd Lowther is also a key name.

Responsables de la pratique:

Paul Seraganian


Autres avocats clés:

Michael Seaton; Avrohom Gelber; Todd Lowther; Jason Myers


 


Les références

‘Jason Myers does a great job at giving sound, practical advice to his clients about a whole host of issues.’

‘Clifford Chance is very knowledgeable and provides great advice to clients on proper solutions.’

‘The team’s global footprint is highly valuable.’

Principaux clients

Nord Anglia Education


Arçelik A.Ş.


ICG Strategic Equity


Onex


Informa


Capital Square Partners


Spectris plc


TotalCX


Taconic Capital


Martello Re


Reinsurance Group of America


BlackRock


Principaux dossiers


  • Advised Nord Anglia Education on the acquisition of two prestigious schools to its global network in the fourth quarter of 2023: The Avenues World Schools in New York and São Paulo.
  • Advised Arçelik A.Ş., one of the world’s leading home appliances and consumer durables companies, on the successful completion of the formation of a joint venture between Arçelik’s subsidiary, Beko B.V., and Whirlpool Corporation’s subsidiary, Whirlpool EMEA Holdings LLC, resulting in the establishment of a standalone company, Beko Europe.
  • Advised ICG Strategic Equity as lead investor on the transfer of Multiversity from CVC Capital Partners VII to a CVC-managed continuation fund alongside CVC Capital Partners VIII.

Hunton Andrews Kurth LLP

The tax practice at Hunton Andrews Kurth LLP, jointly chaired by Cecelia Philipps Horner in Richmond and Houston’s Robert McNamara, is noted for its capabilities in energy and transactional tax matters, working on REITS, securitizations, and major commercial deals. Horner leverages a wealth of corporate finance experience in her practice and is very active in the real estate sector, working on several mortgage back securitizations for firms like JP Morgan. Mcnamara has a strong presence in the renewable energy space and has established experience in advising clients on a broad spectrum of work including tax equity investments, joint ventures, and partnerships.

Responsables de la pratique:

Cecillia Phillips Horner; Robert McNamara


Autres avocats clés:

David Lowman; Leslie Okinaka; William Freeman


Principaux clients

Oncor Electric Delivery Company, LLC


American Electric Power, Inc.


Underwriters’ Counsel For Nextera Energy Capital Holdings, Inc.


Underwriters’ Counsel For Centerpoint Energy, Inc.


Underwriters’ Counsel for Emera Incorporated


Underwriters’ Counsel for Energy Transfer LP


Underwriters Counsel for Genesis Energy L.P.


Underwriters Counsel for USA Compression Partners LP


Hilcorp Energy I, L.P.


CoBank, ACB


Underwriters’ Counsel for ONE Gas, Inc.


Underwriters’ Counsel For Rexford Industrial Realty, Inc.


MFA Financial, Inc.


Ellington Management Group, L.L.C.


AG Mortgage Investment Trust, Inc.


Chimera Investment Corporation


NewLake Capital Partners, Inc.


Underwriters’ Counsel for CTO Realty Growth, Inc.


Postal Realty Trust, Inc.


Pebblebrook Hotel Trust


Chatham Lodging Trust


American Electric Power Company, Inc. (AEP)


Bank of America


Nuclear Power Plants Authority of Egypt (NPPA)


Exus NA Holdings LLC


International Finance Corporation (IFC)


GE Vernova No


US Bank


Goldman Sachs


BofA Securities, Inc.


Wells Fargo Bank, N.A.


Government National Mortgage Association (Ginnie Mae)


Atlas SP (former Credit Suisse Securitized Products Group)


Angelo Gordon & Co., L.P.


MFA Financial


Capital One, National Association


Annaly Capital Management


Churchill Finance LLC


A&D Mortgage LLC


Ellington Management Group


Axonic Capital LLC


Pretium REO, LLC


Freedom Mortgage Corporation


Angel Oak


Mizuho Americas LLC


Principaux dossiers


  • Represented the dealers/initial purchasers on each of the Freddie Mac Structured Agency Credit Risk (STACR) Notes transactions since the commencement of the program in 2013. Since 2019, the STACR program has issued notes using a REMIC trust structure which has allowed for increased liquidity and provided access to a broader base of investors.
  • Represented the underwriters in connection with Energy Transfer LP’s concurrent Public Offerings of the $1.0 billion aggregate principal amount of its 5.250% Senior Notes due 2029, $1.25 billion aggregate principal amount of 5.600% Senior Notes due 2034, $1.25 billion aggregate principal amount of 6.050% Senior Notes due 2054 and $400 million aggregate principal amount of 7.125% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2054 at a price to the public of 99.797%, 99.741%, 99.461% and 100.000%, respectively, of their face value.
  • Advised Hersha Hospitality Trust management in its $1.4 billion acquisition by KSL Capital Partners.

Linklaters LLP

Linklaters LLP acts for multinational corporations, investment firms, and sovereign wealth funds in a broad variety of middle market and multi-billion dollar deals. In New York, Max Levine forms the bedrock of a practice, that is well-versed in domestic and international tax law and regularly advises on the creation and structuring of funds. Levine boasts a strong presence in the private equity space, working alongside Michael Rodgers in Washington DC, whose energy specialization has contributed to the firm’s increased market presence in the renewables sector.

Responsables de la pratique:

Max Levine


Autres avocats clés:

Michello Lo; Gabriel Grossman


Les références

‘Working with this team in support of OREC solicitations in the offshore wind industry, we needed tax advice on the everchanging landscape for ITC tax credits. Their tax team was ready to help support our overall effort.’

‘Michael Rodgers was very responsive to our requests on a short term basis and flexible in working with us to anticipate multiple scenarios in a fast changing area. ’

 

Principaux clients

Aermont Capital LLP


Ameriprise Financial


Barings


Centerbridge Partners


Citi


Digital Bridge Group Inc.


DRA Advisors LLC


Elia


Eni


Getir


Goldman Sachs


HODL Capital


Innovation X Advisors


Kohlberg Kravis Roberts & Co. L.P. (KKR)


Macquarie


Ontario Teachers’ Pension Plan


Partners Group


Qualitas Energy


QIC


SMBC


SoftBank


Tate & Lyle PLC


Unilever PLC


Principaux dossiers


  • Advising Unilever on the proposed separation of its Ice Cream business which will allow it to become a simpler, more focused company with respect to the operation of its four remaining business groups – Beauty & Wellbeing, Personal Care, Home Care, and Nutrition.
  • Acted for QIC on the establishment of QIC Infrastructure Debt Fund II.
  • Advising Elia Group on its aquisition, through Elia Group’s wholly owned subsidiary WindGrid USA LLC, of a 35.1% stake in energy Re Giga Projects, a subsidiary of energy Re LLC, the proceeds of which will be used to fund renewable U.S. transmission and energy generation projects.

Miller & Chevalier Chartered

Miller & Chevalier Chartered has longstanding experience providing tax assistance to some of the world’s largest corporations, such as Netflix, T Mobile, and Mcdonalds. The practice, which Layla Asali leads in Washington DC, stands out for its comprehensive understanding of US tax legislation, frequently liaising with federal agencies on behalf of their clients. Asali can handle the full range of tax matters, from M&A deals to restructurings. Rocco Femia and Jorge Castro bolster the team’s regulatory skillset, due to their previous experience at the IRS and the US Treasury respectively.

Responsables de la pratique:

Layla J. Asali


Autres avocats clés:

Rocco Femia; Jorge Castro; James Gadwood; Jeffrey Tebbs


Principaux clients

Netflix, Inc.


T-Mobile US, Inc.


McDonald’s Corporation


Semiconductor Industry Association


Garmin Ltd.


National Foreign Trade Council


Delek US Holdings, Inc.


Valero Energy Corporation


Padre Time LLC


Principaux dossiers


Norton Rose Fulbright

At Norton Rose Fulbright, the practice ‘possesses a comprehensive understanding of US and non-US tax laws’ to advise clients in the energy and investment sectors on transactional tax planning, tax credits, abatement agreements, and restructurings. The practice is jointly led by Robert Morris in Houston, who is well-equipped to advise clients on IRS regulatory compliance alongside William Cavanagh in New York, who is ‘known for his excellent intuition’. He predominantly focuses on corporate tax matters, notably working on the recent multi-billion dollar redevelopment of Terminal 1 at John F Kennedy Airport.

Responsables de la pratique:

Robert C. Morris; William G. Cavanagh


Autres avocats clés:

William Bowers; Michael Flamenbaum; Ben Roth; Lauren Kelly; Les Schreyer


Les références

‘This team possesses a comprehensive understanding of U.S. and non-U.S. tax laws. They provide advice tailored to their clients’ individual characteristics. ’

‘The standout individuals are: • Les Schreyer, with decades of experience in tax and a strong understanding of estate planning. • Lauren Kelly, a highly experienced and helpful tax attorney, who is my go-to person. • Ben Roth, possessing technical knowledge and skill, adept at addressing client concerns. • Bill Cavanagh, known for his excellent intuition and technical expertise. ’

 

Principaux clients

Sackler


C2 Energy Capital LLC (C2)


Greenprint Capital Management


Lightsource bp


Cypress Creek


Republic Services, Inc.


CORE Industrial Partners (CORE)


Sterling Investment Partners


Yuga Labs, Inc.


LongueVue Capital


Aeries Technology Group Business Accelerators Private Limited


SRIVARU Holding Ltd.


Taylor Maritime


Principaux dossiers


Sullivan & Worcester LLP

Sullivan & Worcester LLP is praised for its REIT work but is equipped to handle the full spectrum of tax matters, led by Ameek Ashok Ponda and Richard Jones in Boston. Ponda focuses on public and private REITS in the commercial and residential sector whilst Jones is knowledgeable of state and local tax matters in Massachusetts. The practice remains active in a number of sectors, they have been advising the Broadstone Group on the international tax considerations for the 2028 Los Angeles Olympic Games. Other noteworthy figures in the team include Douglas Stransky and Sarah Wellings.

Responsables de la pratique:

Ameek Ashok Ponda;Richard Jones


Autres avocats clés:

Douglas Stransky; Sarah Wellings


Principaux clients

American Tower Corporation


Broadstone Group LLC


Equinix, Inc.


Iron Mountain Incorporated


Office Properties Income Trust


Seven Hills Realty Trust


Industrial Logistics Properties Trust


OneTen Coalition, Inc.


RMR Group


Service Properties Trust


Diversified Healthcare Trust


Manhattan Bridge Capital, Inc.


Manulife US REIT


Prime US REIT


Principaux dossiers


  • Advising the largest public REITs in the country (viz., American Tower Corporation, Equinix, Inc., Iron Mountain Incorporated) and five other large public equity REITs with aggregate market capitalizations exceeding $229 billion, comprising over 15% of the equity REIT constituents of the FTSE Nareit All REITs Index as of September 30, 2024.
  • Assisting The Broadstone Group and its principals who are consultants for the 2021 Summer Olympic Games in Tokyo, the 2016 Summer Olympic Games in Rio de Janeiro, the 2014 Winter Olympic Games in Sochi, the 2012 Summer Olympic Games in London, and the 2002 Winter Olympic Games in Salt Lake City.
  • Advising One Ten Coalition, Inc., a non-profit coalition of the country’s top employers and their CEOs with a mission of upskilling, hiring and advancing one million Black individuals in America over the next 10 years into family-sustaining jobs with opportunities for advancement.

Arnold & Porter

Arnold & Porter‘s tax team is split into distinct segments which individually focus on tax-exempt organizations, private clients, transactions, and compensation. In Washington DC, practice head James Joseph is particularly active in the philanthropic sector, advising the Chan Zuckerberg Biohub and Open Philanthropy. He is well-regarded for his tax work relating to medical and scientific research. His co-chair Laura Abramowitz has a transactional focus, assisting clients with major deals in private equity, technology, and banking markets, showcasing a strong track record in M&A, bankruptcy, and insolvency work. Bridget Weiss is a key member of the tax-exempt sub-practice, helping clients navigate a fast-changing tax landscape and preparing them for government investigations.

Responsables de la pratique:

James P. Joseph; Laurie Abramowitz


Autres avocats clés:

Bridget Weiss; Cara Koss


Les références

‘Arnold & Porter strikes a balance of knowledge depth and practicality. Despite their nature of being a larger firm, they have an individual approach to each client. In terms of their tax practice, A&P keeps us ahead of every nuance and law. They proactively steer our work rather than waiting for us to make requests. Navigating tax law as a non-profit can be complicated but we always know we are in good hands with A&P.’

‘Standout team members include James Joseph. The A&P team is incredibly responsive, yet thorough and well-researched despite the quick turnaround. James Joseph has been our lead partner for years. He has become an expert in our work and a trusted advisor for all needs.’

Principaux clients

Open Philanthropy


Chan Zuckerberg Biohub


Danjaq LLC


Heath Architecture (d/b/a HYL Architecture)


USI Inc.


Strategic Materials, Inc.


Sandberg Goldberg Bernthal Family Foundation


A. James & Alice B. Clark Foundation


DC Capital Partners


Research Bridge Partners


Principaux dossiers


  • Representing the Chan Zuckerberg Biohub as primary outside counsel in structuring, negotiating and documenting the Chan Zuckerberg Biohub, a network of medical research consortia.
  • Representing Danjaq, LLC, the family office for the Broccoli Family and holding company for the James Bond franchise, on tax and estate planning matters.
  • Advised DC Capital Partners on the tax aspects of its acquisition of C5MI Insight LLC.

Bracewell LLP

Bracewell LLP has a strong presence in the energy markets, particularly in the oil & gas sector, spearheaded by Elizabeth McGinley, who advises on both renewable and conventional energy tax matters alongside Houston’s Gregory Bopp who has a background advising on masters limited partnerships but has a skillset that extends to mergers and joint ventures. The practice boasts Chevron, TC Energy, and Entenergy as clients, advising them on federal tax credits and remaining compliant with IRS regulations. Peter Rogers joined the firm in November 2024 from  Vinson & Elkins LLP while J. Dean Hindeliter joined the team from Winston & Strawn LLP. Jennifer Speck and Steven Lorch  have left the firm.

 

Responsables de la pratique:

Elizabeth L. McGinley; Gregory M. Bopp


Autres avocats clés:

Todd Greenwalt; Brian Teaff; Bucky Brannen


Principaux clients

Tallgrass Energy


Chevron USA Inc.


Navigator CO2 Ventures LLC


US multinational energy company


Entergy Corporation


Subsidiary of a publicly traded midstream company


TC Energy


Pembina Pipeline Corporation


City of Houston, Texas, Airport System


World-class technology leader


Southwestern, investor owned utility


The Brown Foundation, Inc.


Texas Department of Housing and Community Affairs


Rockland Capital, LLC


Apache Corporation


William Marsh Rice University


Texas Children’s Hospital


Major packaging manufacturers and distributors


Greater Texas Foundation


Bexar County Hospital District


Principaux dossiers


  • Represented Chevron in its capacity as the operator of the Bayou Bend carbon capture and sequestration project located along the Texas Gulf Coast. Bayou Bend is a joint venture among Chevron, TotalEnergies and Equinor.
  • Advised Entergy Corporation to negotiate a carbon capture, utilization and storage offtake agreement for Entergy Louisiana’s Lake Charles Power Station, a 994-MW combined-cycle power plant in Westlake, Louisiana.
  • Advised Rice University in approximately 15 debt transactions within the last 15 years, which included both fixed and variable rate interest rate structures, new money construction projects, current refundings and advance refundings, interest rate swaps, bank liquidity and self-liquidity, and both tax-exempt and taxable bonds.

Curtis, Mallet-Prevost, Colt & Mosle LLP

In New York, Marco Blanco and Klas Holm chair the tax practice at Curtis, Mallet-Prevost, Colt & Mosle LLP, which particularly shines in international tax matters, working on Islamic finance matters, foreign investment authorities, and sovereign wealth funds. Blanco is a respected international tax attorney and arbitrator and is well-known in the market for tax work related to portfolio acquisition and financial structuring. The bilingual Holm has experience working with US federal investors, assisting them with debt restructurings and operations structuring. Beth Kerwin and Olga Beloed are important members of the team.

Responsables de la pratique:

Marco A. Blanco; Klas Holm


Autres avocats clés:

Olga Beloed; Beth Kerwin


Principaux clients

Brevet Capital Management


Burgan Bank


Evonik


Unipharm


Islamic Development Bank


Libyan Investment Authority (L.I.A.)


Marymount – Educational Institution


Principaux dossiers


  • Advising Islamic Development Bank in a series of U.S. istisna’a (construction) financing transactions and murabaha property acquisition financings in the United States.
  • Advising Evonik Corporation on a broad range of tax matters, including most recently on a significant post-acquisition restructuring of a US$600 million+ acquisition.
  • Advising Brevet, a large global investment fund manager, on tax issues.

Fenwick & West LLP

Fenwick & West LLP focuses on the life sciences and technology sectors, representing reputable corporations such as Coinbase Global, Morphic Holdings, and Alpine Immune Sciences. The practice is chaired by Larissa Neumann in Mountain View California who focuses on acquisition work and tax structuring. The team has built a solid reputation in the digital assets and cryptocurrency space, bolstered by the work of David Forst in Silicon Valley.

Responsables de la pratique:

Larissa Neumann


Autres avocats clés:

Adam Halpern; William Skinner


Principaux clients

Alpine Immune Sciences, Inc.


Coinbase Global, Inc


DICE Therapeutics, Inc.


J.G. Boswell and Subsidiaries


Model N


Morphic Holdings, Inc.


Shockwave Medical, Inc.


Principaux dossiers


  • Represented Shockwave Medical, Inc. (Nasdaq: SWAV), a leader in the development and commercialization of innovative products that are transforming the treatment of cardiovascular disease, in the tax aspects of its acquisition by Johnson & Johnson (NYSE: JNJ).
  • Represented Alpine Immune Sciences, Inc. (Nasdaq: ALPN), a biotechnology company dedicated to discovering and developing innovative, protein-based immunotherapies, in the tax aspects of its acquisition by Vertex Pharmaceuticals Inc. (Nasdaq: VRTX).
  • Represented Model N (NYSE: MODN), a provider of cloud revenue management solutions for life science and technology companies, in its acquisition by Vista Equity Partners, a global investment firm focused exclusively on enterprise software, data, and technology-enabled businesses.

Hughes Hubbard & Reed LLP

The ‘strong and close-knit’ tax team at Hughes Hubbard & Reed LLP  provides tax assistance to internationally significant corporations like Griffin Global Asset Management, United Airlines, and Bloomsbury Publishing. The practice is led by Andrew H. Braiterman in New York who focuses on M&A deals and transaction structuring whilst Alan Kravitz demonstrates a strong track record in the transport sector, particularly in aviation. Charles Wachsstock focuses on employee-focused tax matters and executive compensation.

Responsables de la pratique:

Andrew (Andy) Braiterman


Autres avocats clés:

Charles Wachsstock; Alan Kravitz; Justin Cohen


Les références

‘The practice features a strong and close-knit team.’

‘Andy Braiterman is fantastic! A unique talent. Brilliant, incisive, creative. Highly experienced and pragmatic. He finds solutions and works tirelessly to execute them.’

 

Principaux clients

United Airlines


Sotheby’s Holdings UK and Bidfair


Rheinmetall AG


Knorr-Bremse AG


Griffin Global Asset Management Holdings


OYO


ANI Pharmaceuticals


AMC Networks


Cantor Fitzgerald


Bloomsbury Publishing


Aurelius Group


Wipro


Principaux dossiers


  • Advised Sotheby’s on a definitive agreement with Abu Dhabi-based investment and holding company ADQ under which ADQ acquired a minority interest in Sotheby’s.
  • Representing Rheinmetall AG, a German technology group for mobility and security, in its pending acquisition of Loc Performance Products for a total purchase price of $950 million.
  • Advised Knorr-Bremse AG, the global market leader for train braking systems and a leading provider of other rail and commercial vehicle systems, in its approximately €630 million acquisition of the North American conventional rail signalling business of Alstom.

Pillsbury Winthrop Shaw Pittman, LLP

New York’s Nora Burke chairs the tax practice at Pillsbury Winthrop Shaw Pittman, LLP  which is adept at handling restructurings post-acquisition, fund creation, and advice on IRS compliance. Julia Divola, out of San Francisco, works primarily on M&A and regularly assists Amazon with its tax work. Michael Kosnitzky splits his time between Miami and New York and is praised for his ‘deep knowledge of the law and business’. He splits his focus between private clients and commercial work. Larry Sannicandro joined the firm from McCarter & English, LLP in July 2024 whilst Keith Blum has left the firm.

Responsables de la pratique:

Nora Burke


Autres avocats clés:

Julie Divola; Michael Kosnitzky; Joshua Becker


Les références

‘Michael Kosnitzky is a tremendous attorney with deep knowledge of law and business. They are a one-stop shop for tax structuring and transactions. ’

‘The people in the firm are creative « out of the box » thinkers and are at the top in regards to tax planning. They are the best law firm that I’ve worked with in my 30+ years in business ’

‘Michael Kosnitzky – smart. excellent at strategy. out of the box thinker. Available. Responsive. Great with client relations.’

Principaux clients

Amazon.com, Inc.


Chad Cascarilla


Clear Water Paper Corporation


Element Electronics / Michael O’Shaughnessy


Everi Holdings


Flow Global Holdings


Luxury Brands Partners


Nazare Capital


NTT Data


Poses Family Foundation / Fred Poses


Stephen A. Wynn Family Office and the Wynn Better Life Foundation, Inc. (previously Wynn Family Foundation, Inc.)


Swan Bitcoin


Principaux dossiers


  • Represented Amazon in connection with most of Amazon’s integration transactions and major restructuring transactions.
  • Assisted a multi-billion-dollar Foundation in structuring and establishing an incubator fund, Planet 9 Studio, to select and groom start-ups with missions aligned with that of its own charitable purpose and mission.|.
  • Represented an operator, developer, and investor into various high-end cosmetic brands and labels relating to (i) the issuance of various employee equity incentive plans and (ii) equity offerings to third party investors, both with an objective of growing existing brands/labels for a profitable exit.

Reed Smith LLP

Reed Smith LLP boasts a team of ‘great transactional tax lawyers’ who advise leading domestic and international corporations across the entertainment, biotechnology, and investment sectors. The practice which also has a strong track record assisting private clients, is jointly led by James Trandler in New York, who leverages decades of transactional expertise to advise on mergers and complex structuring work, alongside Angelo Ciavarella who works on leveraged free buyouts and joint ventures, particularly in emerging technology markets. In Houston, Ron Scharnberg excels at handling federal tax matters whilst Robert Phillpott strengthens the practice with his ability to handle the full spectrum of tax matters.

Responsables de la pratique:

James R. Tandler; Angelo Ciavarella


Autres avocats clés:

Robert Scharnberg; Robert Phillpot


Les références

‘The Reed Smith tax team are great transactional tax lawyers. They have a firm grasp of the US tax code and, at the same time, bring a welcome practical aspect to application of the tax law to client matters.’

‘Angelo Ciavarella is a top-flight transactional lawyer. He has decades of experience working on many complex matters. He understands how to combine technical expertise with practical tax advice. Unfortunately, this combination is fairly rare in transactional tax practice.’

 

Principaux dossiers


Steptoe LLP

Steptoe LLP, led by Beth Tractenberg in New York, provides tax assistance to market-leading firms in the retail, tech, and financial services sectors. The ‘technical, knowledgeable’ team advises on federal regulatory compliance, SPAC transactions, and corporate restructurings. Key lawyers in the practice include Amanda Pedvin Varma, Lisa Zarlenga , and Phil West, all of whom are based in Washington DC.

 

Responsables de la pratique:

Beth Tractenberg


Autres avocats clés:

Lisa Zarlenga; Amanda Pedvin Varma; Phil West


Les références

‘The firm has the strongest people in the field in U.S. Tax. The attorneys’ unique capabilities make the firm an absolute leader. They are technical, knowledgeable, superb communicators, extremely commercial, responsive, and user-friendly.’

‘Lisa Zarlenga is a technical wizard, with a broad base of expertise among many areas of tax. She has a deep understanding of the commercial realities that drive her clients and excels at all aspects of client service.’

 

Principaux clients

 


Multiple confidential clients


Proof Acquisition Corp


Principaux dossiers


  • Advised several clients on tax policy issues in front of Congress and the Treasury Department, including advising on impacts of legislative and regulatory developments as well as advocating for legislation and changes to administrative guidance.

BakerHostetler

BakerHostetler assists several foundations and not-for-profit organizations with their tax work yet still retains the expertise to advise investment funds with cross-border transaction structuring, tax credits, and aquisitional matters. The practice, led by Jeffery Parvano in Washington DC, offers a wealth of federal experience on its bench as evidenced by Parvano’s tenure in the tax policy department in the US Treasury. Matthew Wochok joined the firm from Taft Stettinius & Hollister LLP  in April 2024.

 

Responsables de la pratique:

Jeffrey H. Paravano


Autres avocats clés:

Paul Schmidt; Nathan Ware


Principaux clients

Come and See Foundation


The Sherwin-Williams Company


Progressive Insurance Company


901 South Broadway


The E.W. Scripps Company


Battery Council International and Association of Battery Recyclers


US Chamber of Commerce


American Red Cross


John F. Kennedy Center for the Performing Arts


National Association of College and University Business Officers (NACUBO)


Jane and Daniel Och Family Foundation and Willoughby Capital


Hillspire LLC, Schmidt Futures, Schmidt Family Foundation, Eric and Wendy Schmidt


TransDigm Group Inc.


CBIZ, Inc.


The Levin Group, Inc.


The Millennia Companies


St. Augustine Development Group


Surge Private Equity LLC


The Progressive Corporation


Stingray Pressure Pumping LLC


Alto Partners US, LLC


Regional Industrial Development Corporation of Southwestern Pennsylvania Inc. (RIDC)


Cross Street Partners (CSP)


Capital Repertory Company


Ingevity Corporation


MPE Partners, L.P.


Principaux dossiers


  • Served as lead tax counsel in Moore v. United States.
  • Representing Come and See Foundation, Inc., in a complex three step transaction for the nonprofit client to purchase and provide extensive funding for the television series.
  • Represented CBIZ, Inc. in an acquisition of the nonattest business of Marcum for $2.3 billion.

Brown Rudnick LLP

Nicole Bouchard chairs the tax practice at Brown Rudnick LLP, which is active in various corporate tax and restructuring matters for clients in the technology, financial services, and transportation sectors. In New York, Bouchard excels at handling Chapter 11 proceedings and is involved in the bankruptcy cases of Purdue Pharma, BlockFi, and Coach USA. In Washington DC, Peter Farrell  focuses on federal taxation whilst New York’s Kevin Brown excels at handling M&A deals and matters pertaining to employee benefits and executive compensation.

Responsables de la pratique:

Nicole Bouchard


Autres avocats clés:

Vince Guglielmotti; Peter Farrell; Kevin Brown; Barbara Kelly


Les références

‘I have worked with their tax people on bankruptcy trust and related matters. Their knowledge is awesome, their work product excellent, and I have found them to be user friendly.’

Principaux clients

BlockFi: Official Committee of Unsecured Creditors of Crypto Company


BlockFi: Wind-Down Debtors and Plan Administrator of Crypto Company


Purdue Pharma: Ad Hoc Committee of Governmental and Contingent Litigation Claimants of Major Pharmaceutical Company


Coach USA: Official Committee of Unsecured Creditors of Transportation Company


Invacare: Ad Hoc Noteholders Committee of Home and Medical Care Company


Lordstown Motors: Official Committee of Equity Security Holders for EV truck manufacturer


ProFrac – a Leading Oil & Gas Company


Coalition of Abused Scouts for Justice, Boy Scouts of America


Retired and Former Grant Thornton Partners-  the Accounting Firm


Nogin- Ad Hoc Committee of Senior Noteholders


LS Technologies-  Provider of Technology Services to the Aerospace Industry


Thunder Power Holdings-  Hong Kong-based EV Auto Manufacturer


David Handler – Former Partner at Centerview Partners


Queensgate Investments-  A Real Estate Investor


Pennant Park- An Investment Advisor


SSCP Asset Management d/b/a Snapbox Self Storage


Trustee of the PG&E Fire Victim Trust


Eric D. Green, Special Master and Trustee of Restitution


Funds for the Takata Airbag Tort Compensation Trust Fund


Principaux dossiers


  • Advising on the complex tax aspects of crypto-platform BlockFi’s Chapter 11 case and post-confirmation wind down.
  • Advising on the plan structure and creditor recoveries for the Ad Hoc Committee of consenting Governmental & Other Contingent Litigation Claimants in the bankruptcy cases of Purdue Pharma.
  • Advised Thunder Power Holdings, a Hong Kong-based premium electric vehicle (EV) manufacturer, in complex cross-border tax issues and extensive negotiation with SPAC tax counsel to achieve the desired results in its $400 million merger with Feutune Light Acquisition, a publicly traded SPAC.

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered led by Johnathan Brenner in New York, focuses on both international and domestic funds, assisting with both the formation and management phase. He shares leadership with Anne O’Brien out of Washington DC, who predominantly works with trusts and estates on a wide variety of matters, ranging from assisting private clients with the tax implications of the estate planning process to advising corporations on their fiduciary duties in trusts. Other key lawyers in the team include Josiah Child in New York and Alison Egan in Washington DC.

Responsables de la pratique:

Jonathan Brenner;Anne O’Brien


Autres avocats clés:

Josiah Child; Alison Egan


Principaux dossiers


Choate, Hall & Stewart

Choate, Hall & Stewart, led by private equity specialist Olivier Léger in Boston, focuses on local and international transactional tax matters, showcasing a strong track record in the investment, venture capital, and financial services sectors. Léger equipped to assist private companies throughout the entire lifecycle of their development, assisting in the initial fund formation all the way through to joint ventures and mergers. He primarily acts on the sponsor side. John Chambers is a key cog in the team, working on international and domestic matters and demonstrating a particularly strong aptitude for tax matters in the technology sector. He recently advised PPA Tour on the tax implications of their merger with Major League Pickleball.

Responsables de la pratique:

Olivier Léger


Autres avocats clés:

John Chambers; Kevin Sarro


Principaux clients

Riverside Partners


Serent Capital


TrueBridge Capital Partners


Auvik Networks


Cove Hill Partners


Ecosystem Investment Partners


Creation Technologies International Inc.


Spectrum Equity


Great Hill Partners


Sverica Capital


Principaux dossiers


Cooley LLP

Cooley LLP ’s tax practices represent Uber Technologies, Snowflake, and several other leading firms in the financial services, technology, and life sciences industries. Todd Gluth spearheads the practice in San Diego, which frequently advises clients on the tax implications of large-scale M&A deals, financial restructurings, and joint ventures. Bluth is a technology specialist, involved in some of the industry’s biggest deals including advising Auditboard on their $3bn acquisition by Hg. Other key names in the practice include Eileen Marshall in Washington DC, Rick Jantz,  and Alexander Lee who are both based in Los Angeles.

Responsables de la pratique:

Todd Gluth


Autres avocats clés:

Eileen Marshal; Rick Jantz; Alexander Lee


Principaux clients

Alarm.com


Andreessen Horowitz


AuditBoard


Brii Biosciences


CallTower


Cerberus Capital Management


ChrysCapital


Delphix


Hootsuite


PlayAGS


ProfoundBio


Radionetics Oncology


RayzeBio


Snowflake


Structure Therapeutics


SystImmune


Uber Technologies


Yardi Systems


Principaux dossiers


  • Advised AuditBoard, a leading connected risk platform transforming audit, risk, compliance, and environmental, social and governance (ESG) management, on its agreement to be acquired for more than $3 billion by Hg, an experienced and leading global investor in compliance, risk and accounting software over the last 20 years.
  • Advised Cerberus Capital Management, a premier alternative investment firm, on its strategic investment of up to $315.5 million in Eos Energy, a leading provider of safe, scalable, efficient, and sustainable zinc-based, long-duration energy storage systems.
  • Advised ProfoundBio, a clinical-stage biotechnology company developing novel antibody-drug conjugate therapeutics for patients with cancer, on its definitive agreement to be acquired for $1.8 billion in an all-cash transaction by Genmab, a dual-listed, international biotechnology company that creates and develops differentiated antibody therapeutics to fight against cancer and other serious diseases.

K&L Gates

The tax team at K&L Gates consists of ‘highly skilled professionals who bring a wealth of experience and a diverse range of expertise’, under the stewardship of Randy Clark in Charlotte and Adam Tejeda out of New York. The team displays a strong track record in cross-border and domestic tax planning, private credit fund structuring, and offering IRS guidance. Tejeda is active in the private investment space and is known in the market for his work on pre-sale tax structuring. Clark has a broad skill set and has received praise for his advice on syndicated lending arrangements and matters relating to the healthcare sector.

Responsables de la pratique:

Adam Tejeda; Randy Clark


Autres avocats clés:

Mitchell Weis; William LeDoux; Balazs Danko


Les références

‘The team is composed of highly skilled professionals who bring a wealth of experience and a diverse range of expertise. Their collaborative approach ensures that every client receives personalized and comprehensive solutions tailored to their unique needs.

‘One of the standout features of this practice is its dedication to continuous improvement and staying ahead of industry trends. They have introduced several innovations that set them apart from other firms.’

‘The practice fosters a culture of inclusivity and diversity, ensuring that the team reflects a wide range of perspectives and backgrounds. This diversity enhances their problem-solving capabilities and drives creativity.’

Principaux clients

Washington Corporations


Terramont Infrastructure Fund, LP


Churchill Asset Management


Saltchuk Resources, Inc.


SystImmune Inc.


National Arbitration & Mediation, Inc.


Tyfon Culture Holdings Limited


Principaux dossiers


  • Advised Washington Corporation’s take-private acquisition of Atlas Corp. Provided tax advice and assisted with related post-acquisition restructuring work involvingthe creation of a tax-efficient repatriation structure and mitigating certain adverse tax consequences associated with the Subpart F provisions of the Internal Revenue Code.
  • Represented Terramont Infrastructure Partners on a recapitalization transaction with a significant equity investment in Long Island Waste Services. Adam Tejeda led the tax and restructuring work associated with the transaction which involved a complex tax-free restructuring.
  • Advised SystImmune, a U.S. biopharmaceutical company and wholly owned subsidiary of Biokin Pharmaceuticals (China), on its exclusive license and collaboration agreement with Bristol Myers Squibb to develop its new oncology pharmaceutical. Provided tax advice on the Transaction and assisted with intercompany cost-sharing agreements.

Katten

The team at Katten provides specialist tax advice, representing founders and investors in the structuring of startup businesses and venture capital investments along with work on deal-specific tax planning and advice on business transactions. Saul Rudo heads the Chicago-based practice, noted for his ‘deep understanding of accounting, finance in addition to the tax issues’, combining expertise in mergers and acquisitions with experience supporting family offices with both establishment and operation. Valentina Famparska is also a key name, and focuses her practice on the federal income tax aspects of complex transactions.

Responsables de la pratique:

Saul Rudo


Autres avocats clés:

Valentina Famparska


Les références

‘Tax strategy and planning relative to PE backed, mid-market M&A transactions are a strength due to the depth of talent and experience. Always feel we have the edge in a transaction negotiation due to having Katten on our side.’

‘Saul Rudo has a deep understanding of accounting, finance in addition to the tax issues and opportunities and is a great listener.’

Principaux clients

American Guardian Warranty Services


Charlotte Hornets buyer group


Directional Services Inc.


Element 78 Partners, LLC


Equity Group Investments


GI Alliance


Highlander Partners


High Street Capital


InSite Digestive


Interface Operations LLC Office


Keypath Education International


Monroe Capital


Novant Health


Infinity Home Services


Ntiva Holdings, Inc.


Pinstripes, Inc.


Pirtano Holdings LLC


Rising Point Capital Management, LLC


Spartan Education, LLC


Sterling Partners


Venrex Investment Management


Principaux dossiers


  • Katten advised Interface Operations LLC Office in the acquisition of a controlling interest in the Dallas Mavericks NBA team.
  • Katten represented Highlander Partners, a Dallas-based private investment firm, in the merger of its portfolio company, Benestar Brands, with Palmex, a portfolio company of private equity firm Wind Point Partners. Wind Point became the majority shareholder of the combined business, with Highlander retaining a significant minority position.
  • Katten assisted Pinstripes on a De-SPAC Closing, which saw our client combine with SPAC Banyan Acquisition Corporation.

HSF Kramer

In New York, Barry Herzog chairs HSF Kramer’s tax practice, which advises clients on transaction tax structures, restructuring in the event of bankruptcy, and compliance with local and state regulations. Herzog is particularly active in the real estate, energy, and retail sectors whilst Avi Reshtick has a strong track record in debt financing and restructuring work, evidenced by his involvement in a multi-billion dollar reorganization plan of Purdue Pharmaceuticals after a case that went to the supreme court. Pamela Capps is a key lawyer in the team, demonstrating proficiency in creating tax structures for joint ventures.

Responsables de la pratique:

Barry Herzog


Autres avocats clés:

Avi Reshtick; Pamela Capps


Principaux clients

Ad Hoc Committee (AHC) in connection with Purdue Pharma LP’s bankruptcy


Energy Harbor majority shareholders (Nuveen Asset Management and Avenue Capital)


Mitsui Fudosan America, Inc.


Lenders to Bausch Health Cos.


Stone Point Capital and its Portfolio Companies


Rite Aid Creditors’ Committee


VICI Properties, Inc.


Ad hoc First Lien Group in Diamond Sports Group


bankruptcy


Certain shareholders of LATAM Airlines Group S.A.


Del Monte Foods Inc.


Revolt Media & TV Holdings LLC


Atlantic Street Capital Partners


Sentinel Capital Partners


Verlinvest


Elysium Real Estate Partners


Broadview Real Estate Partners, LLC


Condominium Clients


Ad hoc group of bondholders of AES Puerto Rico, L.P.


Principaux dossiers


  • Represented the Ad Hoc Committee (AHC) of 10 state attorneys general, six municipalities, the Plaintiffs Executive Committee in the multidistrict litigation, and a federally recognized Native American Tribe in the bankruptcy cases of Purdue Pharma.
  • Advised VICI Properties Inc. on a number of major transactions within the experiential and entertainment real estate sector in 2023.
  • Represented the official committee of unsecured creditors of Rite Aid Corporation. Rite Aid filed for Chapter 11 protection in the bankruptcy court in the District of New Jersey on Oct. 15, 2023, burdened by more than $4 billion in funded debt and facing substantial opioid litigation.

Duane Morris LLP

The tax practice at Duane Morris LLP possesses ‘an excellent mix of skill, client focus and commercial acumen’, jointly led by Stephen DiBonaventura in Philadelphia and Chicago’s Brian Kerwin. The practice advises a broad range of companies with tax work related to sale and leaseback transactions, REIT issues, fund structuring, and secondary shelf registrations. DiBonaventura focuses on M&A work as well as corporate restructurings while Anastasios Kastrinakis in New York, has a strong track record in multijurisdictional tax matters.

Responsables de la pratique:

Stephen DiBonaventura; Brian Kerwin


Autres avocats clés:

Anastasios Katrinakis; Hope Kerwin; David Sussman


Les références

‘Duane Morris has an excellent mix of skill, client focus, and commercial acumen. ’

‘Extremely responsive, practical but they also have a deep legal knowledge and experience.’

‘We have worked closely with Duane Morris for a number of years and have had to seek advice on a whole range of legal issues including property transactions, commercial transactions, complicated corporate and personal tax issues and dispute resolution. They are a commercially focused team.’

Principaux clients

American Racing and Entertainment


B. Riley Securities


FULTRA, S.A.P.I. DE C.V.


Rocket Development Partners LLC


Runway Healthcare Management LLC


Evaxion Biotech A/S


Diamond Offshore Drilling Inc.


ICICI Securities, Jefferies, J.P. Morgan and Nuvama Wealth Management


Axis Capital, Edelweiss Financial Services, IIFL Securities and ICICI Securities


Mission OG


Principaux dossiers


  • Represented Rocket Development Partners LLC in connection with a $217.5 million construction project in Huntsville, Alabama (consisting of a $100 million equity investment, $100 million senior construction loan and $15 million mezzanine loan) structured as an opportunity zone investment. Matter involved a OZ investment.
  • Represented American Racing and Entertainment, the owner and operator of Tioga Downs Casino Resort and Vernon Downs Casino Hotel, in its $175 million sale and leaseback of the real estate assets of Tioga Downs to Gaming and Leisure Properties, Inc. (NASDAQ: GLPI), a real estate investment trust focused on owning real estate property that is leased to gaming operators.
  • Represented Fultra, a Mexico-based provider of motor transportation equipment and parts in North America and parent company of Fruehauf, in its acquisition of East Manufacturing, an aluminum trailer maker.

Jones Walker LLP

Jones Walker LLP handles state and local tax, trust and estates, credits, and transactional matters. The practice is jointly led by William M. Backstrom, Jr., Jonathan Katz, Jesse R. Adams, III  and David Edwards in New Orleans, and Kelly Rushin Lewis in Birmingham. The team is particularly active in the financial services sector, advising clients on bond issuances, low-income housing tax credits, and SALT matters relevant to the Gulf South.

Responsables de la pratique:

William M. Backstrom, Jr.; Kelly Rushin Lewis; Jonathan R. Katz; Jesse R. Adams, III; David F. Edwards


Principaux dossiers


McGuireWoods LLP

The ‘extremely responsive’ tax team at McGuireWoods LLP splits its focus between private equity work, M&A, and energy matters, led by Gerald Thomas in Atlanta. Thomason structures transactions and acquisitions in a tax-efficient way for clients predominantly in real estate, private equity, and technology sectors. Durham McCormick advises on tax credits and treasury grants, boasting a strong track record in the renewable energy sector. Other key figures in the practice include Sabrina Conyers in Charlotte and Craig Bell in Richmond.

Responsables de la pratique:

Gerald V. Thomas II


Autres avocats clés:

Sabrina Conyers; Craig Bell; Durham McCormick


Les références

‘The McGuireWoods team is extremely responsive and has expertise in a lot of useful subject matters.’

‘Gerald Thomas is fantastic. He is extremely responsive, knowledgeable in tax matters, and goes above and beyond in serving clients. ’

 

Principaux clients

Novant Health Inc


Cleveland Bio Labs


Dominion Energy


NiSource


Geneva Glen Capital


Central States Dermatology Services, LLC


Teledyne Technologies, Inc.


CEI Vision Partners


Alliance Source Testing, LLC


Pleatco LLC


Five Crowns Capital LLC


Midwest Eye Consultants PC


FPC-Labco, LLC – Analytical Technologies Group


Principaux dossiers


  • Represented NiSource in the extremely complex tax aspects of its $2.4 billion sale of a 19.9% equity interest in NIPSCO, Indiana’s largest vertically integrated electric and gas distribution company, to an affiliate of Blackstone Infrastructure Partners.
  • Representation of Assured Healthcare Partners, an independent healthcare investment management firm, in the sophisticated tax planning aspects of its recapitalization of Pharma Logistics, a full-service reverse distributor of pharmaceutical products with complete pharmaceutical return services.

Sidley Austin LLP

Sidley Austin LLP‘s tax practice is jointly led by Rachel Kleinberg in Palo Alto, Robert Kreitman in New York, and Chicago’s Rachel O’Neill, which frequently handles billion-dollar and middle-market transactions for clients in a number of sectors. Peter Edgerton splits his focus between insurance and financial services matters, assisting with M&A deals as well as joint ventures. O’Neill excels at REIT work whilst Chicago’s Scott Pollock is praised for his knowledge of state and federal tax credits.

Responsables de la pratique:

Rachel D. Kleinberg; Robert M. Kreitman; Bridget R. O’Neill


Autres avocats clés:

Scott Pollock; Peter Edgerton


Principaux clients

Learn CW Investment Corporation


NuStar Energy L.P.


OneAmerica Financial Partners, Inc.


Radiology Partners, Inc.


Rigel Resource Acquisition Corp.


Sentry Mutual Holding Company


Stonepeak Infrastructure Partners


Principaux dossiers


  • Representing Stonepeak Infrastructure Partners through a competitive auction process leading to the US$3.25 billion sale of its portfolio company, WTG Midstream Holdings LLC to Energy Transfer LP,
  • Representing Sentry Insurance in its acquisition of non-standard auto insurer The General® from American Family Insurance for approximately US$1.1 billion in cash consideration.
  • Representing Rigel Resource Acquisition Corp, a blank check company sponsored by a fund managed by Orion Resource Partners, one of the world’s foremost, mining-focused alternative investment firms, in its US$362 million business combination agreement with Aurous, a cash-generating South African gold mining company.