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Jodi Schwartz

Wachtell, Lipton, Rosen & Katz

Work Department

Tax.

Position

Jodi J. Schwartz focuses on the tax aspects of corporate transactions, including mergers and acquisitions, joint ventures, spin-offs and financial instruments. Ms. Schwartz has been the principal tax lawyer on numerous domestic and cross-border transactions in a wide range of industries. She was elected partner in 1990.

Career

Ms. Schwartz is recognized as one of the world's leading lawyers in the field of taxation, including being selected by Chambers Global Guide to the World’s Leading Lawyers, Chambers USA Guide to America’s Leading Lawyers for Business, International Who's Who of Business Lawyers and as a tax expert by Euromoney Institutional Investor Expert Guides. In addition, she is a member of the Executive Committee and past chair of the Tax Section of the New York State Bar Association and also is a member of the American College of Tax Counsel.

Member

Ms. Schwartz serves on the board of the American Jewish Joint Distribution Committee, the Foundation for Jewish Camp, the Jewish Community Project of Lower Manhattan and serves on the Board of Overseers of the University of Pennsylvania Law School.

Education

Ms. Schwartz received her B.S. in economics magna cum laude from the University of Pennsylvania in 1981, her M.B.A. from the University of Pennsylvania (Wharton School) in 1984, her J.D. magna cum laude from the University of Pennsylvania Law School in 1984 and her LL.M. in taxation from the New York University Law School in 1987.


United States: Tax

International tax

Within: International tax

New York-based Wachtell, Lipton, Rosen & Katz works with large international businesses on the tax aspects of corporate reorganizations, acquisitions, dispositions, financings, restructurings and joint ventures. Jodi Schwartz assisted Ireland-based Medtronic with its $6.1bn sale of a portion of its patient monitoring and recovery division to Cardinal Health, while Eiko Stange handled Tesla Motors’ acquisition of German machine industry company Grohmann Engineering. Joshua Holmes is another name to note, as is Tijana Dvornic, who assisted Canada-based multinational Valeant Pharmaceuticals with the $1.3bn sale of its CeraVe, Ambi and AcneFree brands and related assets to L'Oréal USA.

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US taxes: non-contentious

Within: Leading lawyers

Jodi Schwartz - Wachtell, Lipton, Rosen & Katz

Within: US taxes: non-contentious

New York-based Wachtell, Lipton, Rosen & Katz’s team comprises 11 lawyers and handles both corporate and real estate transactions, as well as reorganizations and financial matters. Practice lead Jodi Schwartz provided advice to CenturyLink during its acquisition of Level 3 Communications for $34bn, and also represented CBS in the Reverse Morris Trust sale of CBS Radio to Entercom Communications. Deborah Paul assisted Apollo Global Management’s affiliated funds with the $5.1bn purchase of West Corporation. Eiko Stange, who acted for United Technologies during the $30.3 acquisition of Rockwell Collins, is another name to note.

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