Firms To Watch: US taxes: non-contentious

Led by Gerald Thomas, McGuireWoods LLP has particular expertise in renewable energy transactions and tax-exempt energy efficiency financings, as well as a notable presence in the healthcare sector.

US taxes: non-contentious in United States

Cleary Gottlieb Steen & Hamilton

Cleary Gottlieb Steen & Hamilton provides integrated local and multi-jurisdictional tax advice, with leading assignments including M&A, joint ventures and start-ups, capital markets transactions, restructurings and bankruptcies, and real estate transactions. Clients comprise market-leading multinational corporates, financial institutions, investment funds, governments and individuals; new additions include Finsbury Glover Hering and Pacific Woodtech. The team is led by Jason Factor and Diana Wollman, whose combined expertise further covers private equity and hedge fund taxation, and tax controversies, respectively. Another key individual is senior counsel James Peaslee, who specializes in structured finance, financial products and financial institutions. William McRae is the go-to name for private equity funds, real estate funds and other investment vehicles, while Meyer Fedida‘s expertise can be seen in federal tax matters with an emphasis on cross-border transactions. Elsewhere, as part of its drive to expand into the Bay Area region, the firm hired Maureen Linch from Morrison Foerster in May 2022. Promoted to partner in January 2023, Susanna Parker is also recommended, having advised leading global investment firms such as TPG, The Raine Group and Angelo, Gordon & Co. All named individuals are based in New York unless noted otherwise.

Practice head(s):

Jason Factor; Diana Wollman

Other key lawyers:

James Peaslee; William McRae; Meyer Fedida; Maureen Linch; Susanna Parker


‘A very collaborative team.’

‘Exceptional intelligence, speed of work, and depth of knowledge makes this firm a very efficient tax advisor.’

‘Special mention of Jason Factor.’

Key clients

American Tower Corporation



Brookfield Asset Management

Finsbury Glover Hering



International Flavors & Fragrances


Lowe’s Companies Inc.

Pacific Woodtech

Post Holdings Inc.

Sequoia Capital


Sixth Street


Sony Interactive Entertainment


Viking Global

Voya Financial

Warburg Pincus

Westlake Chemical Corporation

Work highlights

  • Advising Summit Health-CityMD, a Warburg Pincus portfolio company, on an $8.9bn sale to VillageMD.
  • Advising GSK on the US aspects of the spin-off of its consumer healthcare business into a standalone business held by Haleon.
  • Advising Brookfield on its $5.8bn acquisition of Scientific Games Corporation’s global lottery services and technology business.

Cravath, Swaine & Moore LLP

Cravath, Swaine & Moore LLP designs tax-efficient structures across a broad range of domestic and cross-border transactions, including M&A, spin-offs, joint ventures, private equity fund formations, and restructurings. The group is the first port of call for a number of multinational giants, such as Amazon, Unilever and IBM. Recent work involves clients operating in the healthcare, life sciences, aviation, energy, fintech and financial services sectors; fresh additions include Global Blood Therapeutics and Texas Capital. In a notable highlight, Stephen Gordon and Christopher Fargo were involved in the advice to AerCap Holdings N.V. on its $30bn acquisition of GE Capital Aviation Services from General Electric. The practice is led by Lauren Angelilli, whose further expertise covers SPACs, IRS audits, securities offerings and other financing transactions. Among other key individuals are Ronald Creamer and Leonard Teti, both of whom are noted for their cross-border capabilities and dealings with the IRS. Andrew Davis and Arvind Ravichandran are also key names in the team. All named individuals are based in New York.

Practice head(s):

Lauren Angelilli

Other key lawyers:

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

Key clients



Atlas Air


Global Blood Therapeutics


Johnson & Johnson

Texas Capital

Thermo Fisher



Vista Outdoor

The Walt Disney Company

Work highlights

  • Assisting Johnson & Johnson with the pending separation of its Consumer Health business, in addition to its pending $16.6bn acquisition of Abiomed.
  • Advised Global Blood Therapeutics on its $5.4bn acquisition by Pfizer.

Davis Polk & Wardwell LLP

Both domestically and internationally, Davis Polk & Wardwell LLP’s tax practice has played a determinative role in high-profile transactions across disciplines. The New-York based team is active in capital markets and financial products transactions, advising clients on IPOs (including up-c IPOs) and debt offerings, as well as M&A, including inversions, spinoffs, Reverse Morris Trust transactions, and joint ventures. The group also advises borrowers, sponsors, banks and other lenders on tax-related issues associated with leveraged buyouts, investment-grade financings, and structured financings. Other areas of expertise include insolvencies, restructurings, private equity, group planning, and real estate. Practice head David Schnabel is highly experienced in the full gamut of tax matters, managing partner Neil Barr has a wide-ranging commercial practice advising companies, senior executives and boards, while Po Sit concentrates on the tax aspects of financial products, derivatives and M&A, often handling matters in Hong Kong, Taiwan and the PRC. William Curran specializes in federal income taxation, an area in which Ethan Goldman and Patrick Sigmon further excel, while Lucy Farr and Michael Farber are noted for their combined expertise in financial instruments, capital markets and corporate governance. Among other key individuals are Michael Mollerus, Corey Goodman and Kara Mungovan.

Practice head(s):

David Schnabel

Other key lawyers:

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

Key clients

Acutus Medical


Allen & Company LLC

Alliance Data Systems



Ankura Consulting Group

Antara Capital


Applied Therapeutics


Ares Capital

Arcos Dorados

Arog Pharmaceuticals



Atairos Management, L.P.

Auna S.A.A.

Bain Capital

Baker Hughes

Banco de Crédito del Perú

Bansk Group

BDT Capital

The Brink’s Company

Bristol Myers Squibb

Kosmos Energy

Learfield Communications

Lightyear Capital



Marathon Digital Holdings

McCormick & Company Inc.

McKesson Corporation





Mobile Mini

Morgan Stanley


Murphy USA


Napier Park

Natus Medical

NBCUniversal Media, LLC

Neovia Logistics

The New York Mets

Nuvei Corp.

Ocado Group

Olam Foods

On Running


BRP Group




The Carlyle Group

CenterState Bank



Cerity Partners

Chaparral Energy, Inc.

Charles Schwab

China Investment Corporation




Cobalt International Energy

Cogna Educação


Con Agra


Cornell Capital


Credo Technology

Crestview Partners





Dean Foods

Delphi Automotive

Orogen Group

Pactiv Evergreen




PPL Capital




Ranpak Holdings




Reliance Industries Limited

Relo Group

Renkotil Initial plc

Republic Services



Royalty Pharma

RSA Security

RTL Group


San Juan Offshore LLC


Scotia Capital (USA) Inc.

SG Americas Securities, LLC

Shockwave Medical

Signify Health

Sirio Pharma

Sitio Royalties



ECI Telecom

El Ad Group

Emerson Electric



The Ferrero Group

Fiera Capital


Ford Motor

Freeline Therapeutics


FSEP Investments

FTS International

Galaxy Digital



Goldman Sachs

Graham Packaging


Grupo Aval

Grupo Aeroméxico, S.A.B. de C.V

Harvest Partners



IHS Markit


Ingram Micro

Industrial Media

SkyBridge Capital


Square Mile Capital


SSW Partners

Sterling Equities

Stewart Information Services

StoneCo Ltd



Sycamore Partners

Symphony Technology Group



Tailwind Capital

Technip Energies

Telefónica Móviles


Texas Instruments




TruArc Partners

Tyson Foods

Ultra Clean


Varagon Capital

Verisk Analytics


Jefferies LLC

J M Smith Corporation



Kontoor Brands

VF Corp

XP Inc

Xponential Fitness

XTO Energy



Williams Companies

Work highlights

Debevoise & Plimpton LLP

The New York-based tax group at Debevoise & Plimpton LLP is noted for its capabilities in domestic and cross-border transactions, working with a diverse range of clients operating in the technology, healthcare, financial services, and real estate sectors, among others. The team’s work encompasses M&A, spin-offs, joint ventures, private equity and hedge fund formations, restructurings, and financings (including equipment leasing and project finance). Recent high-profile highlights include billion-dollar acquisitions for Spirit Airlines, Covéa Mutual Insurance Group, and Verizon Communications. Practice head Peter Schuur focuses on corporate transactions in the insurance sector alongside Daniel Priest, while presiding partner Peter Furci is a specialist in private investment funds – where Rafael Kariyev is also recommended. Gary Friedman is praised for his cross-border M&A and financing work, whereas Michael Bolotin handles REIT formations, real estate joint ventures, and equipment finance matters. Investment management expert Erin Cleary further handles US and international private equity fund formations.

Practice head(s):

Peter Schuur

Other key lawyers:

Peter Furci; Gary Friedman; Michael Bolotin; Erin Cleary; Rafael Kariyev; Daniel Priest

Key clients

Spirit Airlines, Inc

Discovery Communications Inc.

Global Atlantic Financial Group

Covéa Mutual Insurance Group

Verizon Communications Inc.

Schneider Electric

American International Group, Inc.

Morgan Stanley Capital Partners

TA Associates

Breakthrough Properties


Kohlberg Kravis Roberts & Co.

Resolution Life

Prudential Financial, Inc.

Clayton, Dubilier & Rice

Carlyle Group

Qatar Investment Authority

International Paper Company

Work highlights

  • Advised Spirit Airlines, Inc. on its sale to JetBlue Airways Corporation for $3.8bn, for a combined enterprise value of $7.6bn.
  • Advised Discovery, Inc. on the offering of $30bn of senior unsecured notes by Spinco, a wholly owned subsidiary of AT&T Inc.
  • Advised Global Atlantic Financial Group on its $10bn annuity reinsurance transaction with Equitable Financial Life Insurance Company to reinsure a portion of its group retirement annuities.

Fried, Frank, Harris, Shriver & Jacobson LLP

Fried, Frank, Harris, Shriver & Jacobson LLP is the first port of call for leading asset management firms, private equity houses and their portfolio companies, public and private corporations, and REITs. The tax practice encompasses all forms of corporate transactions, including M&A, spin-offs and joint ventures, as well as the tax issues associated with financings, including borrower, lender and capital markets representations. Elsewhere, the team participates in real estate transactions, restructurings and insolvencies, international and individual tax planning matters, and tax controversies. Recent high-profile highlights include acting for Permira in its $14bn acquisition of McAfee Corporation, as well as its $5.8bn agreement to take NASDAQ-listed Mimecast private. The group is jointly led by Washington DC-based Alan Kaden, an experienced transactional tax specialist, and New York-based David Shapiro, an expert in the areas of fund formation and M&A. Also in DC are seasoned transactional tax lawyer Michael Alter and federal income tax specialist Michelle Gold. Christopher Roman is noted for his knowledge of alternative investment funds and funds-related M&A, including REITs. Among other key individuals are Robert Cassanos, Joseph Fox, Colin Kelly, Libin Zhang and DC-based partners Jason Schwartz and Shane Hoffmann. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Alan Kaden; David Shapiro

Other key lawyers:

Michael Alter; Robert Cassanos; Michelle Gold; Christopher Roman; Joseph Fox; Jason Schwartz; Colin Kelly; Libin Zhang; Shane Hoffmann; Rebecca Freeland


‘Tremendous expertise in all areas of corporate tax, providing clear and concise advice. They are thorough, responsive, and strong at guiding through difficult transactions.’

‘Alan Kaden, Michelle Gold, and Shane Hoffman are excellent at what they do. They are experienced and able to work independently, leading clients through challenging issues.’

‘Technically gifted yet can easily speak in layman’s terms.’

Key clients

AEA Investors

Angelo Gordon

Apollo Global Management LP

Bain Capital

Becton, Dickinson & Company



Brookfield Asset Management

Catalent, Inc.

Coinbase Group, Inc.

Dyal Capital

EQT Exeter

Fortress Investment Group

Goldman Sachs

HPS Investment Partners

Humana, Inc.

Index Coop

Jacobs Engineering Group

Navios Maritime Partners

Neuberger Berman


Pretium Partners

RedBird Capital Partners

Standard General LP

StepStone Group LP

Work highlights

  • Advised Permira on its $5.8bn definitive agreement to take private Mimecast Limited, a NASDAQ-listed company that specializes in email security and cyber resilience.
  • Advised AEA Investors LP on the $1.6bn purchase by AEA Investors LP and its co-investor, ADIA, of AmeriVet Veterinary Partners.
  • Advised Brookfield Asset Management on its $3.8bn acquisition of Watermark Lodging Trust, Inc.

Kirkland & Ellis LLP

Kirkland & Ellis LLP‘s tax practice is consistently sought out by a myriad of industry leaders for its capabilities in big-ticket M&A, investment fund formations, and restructurings. Chicago-based co-head Todd Maynes focuses on debt restructurings and tax litigation, while fellow co-head Dean Shulman handles the formation and operation of partnerships, limited liability companies, joint ventures, and REITs. Also in Chicago are Gregory Gallagher and Mike Carew, noted for their respective strengths in domestic and international deal structuring, and William Levy, who maintains a robust presence in the real estate space, an area in which Mark Schwed and Adam Kool further excel. Also recommended for their exceptional transactional acumen are Sara Zablotney and Los Angeles-based Anne Kim. Joseph Tootle advises private equity clients on the tax aspects of investment fund formations. The firm’s hiring streak has continued as of late, with headline additions including investment fund expert Christopher Odell, who joined the Chicago office from Mayer Brown in April 2022, and the REIT-focused Adam Arikat, based in Dallas. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Todd Maynes; Dean Shulman

Other key lawyers:

William Levy; Sara Zablotney; Mike Carew; Anthony Sexton; David Grenker; Adam Kool; Anne Kim; David Wheat; David Kung; Douglas Gessner; Mark Schwed; Gregory Gallagher; Joseph Tootle


‘The team manages to distill complex topics into understandable, practical guidance. They are excellent communicators with a terrific understanding of our business.’

‘Knowledgeable, hard-working and creative.’

‘David Wheat is extremely knowledgeable and experienced, able to solve issues creatively and explain a client’s options in a unique fashion. He has a very strong team of other partners and associates backing him up.’

‘The team has extraordinary depth and expertise in virtually all areas of tax, especially private equity transactions and bankruptcies.’

‘Anne Kim is an outstanding tax attorney. She is smart, knowledgeable and practical.’

‘Deep, commercial and knowledgeable team.’

David Kung and Douglas Gessner keep everything working smoothly. I can’t imagine working with anyone else.’

Key clients

Bain Capital

Blue Owl

Brookfield Infrastructure

Clayton, Dubilier & Rice

Clearlake Capital

Colgate Energy Partners

Apax, CPP, OTPP, Warburg Pincus-backed Inmarsat



Madison Dearborn Partners

Navitas Midstream Partners Holdings, LLC

Polestar Performance AB


Thomas H. Lee Partners, L.P.

Thoma Bravo

Vector Capital

Vista Equity Partners


Work highlights

Latham & Watkins LLP

Latham & Watkins LLP is experienced across a diverse range of key sectors, including financial services, energy, retail, life sciences, and natural resources, among others. The group is noted for its expertise in bankruptcy and insolvency restructurings, international tax planning, investment funds, M&A, REITs, securities and financial products. Practice co-head Jiyeon Lee-Lim's recent activity involves big ticket SPACs that concern both IPOs and business combinations, while in Chicago, fellow co-head Joseph Kronsnoble specializes in bankruptcies - an area in which David Raab and San Francisco-based Kirt Switzer further excel. Washington DC-based Andrea Ramezan-Jackson advises public and private companies on complex tax-structured M&A and IPOs. In Los Angeles, Samuel Weiner and Pardis Zomorodi are noted for their respective strengths in loss preservation and debt cancellation, and REITs. Also recommended are Matthew Dewitz, a seasoned transactional tax attorney, and Houston-based Bryant Lee, who focuses on partnership taxation. All named individuals are based in New York unless noted otherwise.

Practice head(s):

Jiyeon Lee-Lim; Joseph Kronsnoble

Other key lawyers:

Kirt Switzer; Samuel Weiner; Pardis Zomorodi; David Raab; Andrea Ramezan-Jackson; Matthew Dewitz; Bryant Lee

Key clients

Authentic Brands Group

Nestle USA, Inc.

Amgen Inc.

Endeavor Operating Company

P3 Health Partners

Ortho Clinical Diagnostics Holdings PLC

Mallinckrodt Pharmaceuticals

Falcon Minerals Corporation

GoldenTree Asset Management

Innovid, Inc.



Sendero Midstream Partners, LP

JP Morgan

Bioventus Inc.

Peninsula Pacific Entertainment Intermediate Holdings LLC

10X Capital Venture Acquisition Corp II

Nexters Global Ltd

Energy Transfer LP

SRS Distribution

Leonard Green & Partners L.P.


Work highlights

  • Advised Authentic Brands Group on the tax aspects of its agreement to purchase Reebok from Adidas.
  • Advised Nestlé Health Science on the tax aspects of the purchase of a majority stake in Orgain.
  • Advised Amgen Inc. on the tax aspects of its $3bn senior unsecured notes offering.

McDermott Will & Emery LLP

Praised for its broad capabilities across transactional and advisory mandates, McDermott Will & Emery LLP solidifies its reputation with a steady stream of big-ticket instructions for Fortune 100 companies, as well as various public and private corporations. Washington DC-based co-head Tim Shuman focuses on cross-border acquisitions, dispositions, restructurings and liquidations, handling a significant number of internal spin-offs and tax-free reorganizations. Fellow co-head Jane Wells May anchors the firm’s state and local tax offering. Also in DC, Caroline Ngo‘s expertise further spans foreign tax credit planning and bilateral income tax treaties – an area in which David Noren excels. Lowell Yoder and Damon Lyon are noted for their cross-border M&A and global tax planning acumen, while the New York-based John Lutz specializes in structured finance, derivatives, and hedge funds. Other recommended individuals include the tech-focused Dominika Korytek in San Francisco, and international tax expert Jeffrey Maydew. All named lawyers are based in Chicago unless noted otherwise.

Practice head(s):

Jane Wells May ; Tim Shuman

Key clients


Illinois Tool Works Inc.

Bank of America

MKS Instruments

JAB Holding Company’s Pet Insurance Business

Work highlights

Paul, Weiss, Rifkind, Wharton & Garrison LLP

Paul, Weiss, Rifkind, Wharton & Garrison LLP handles blockbuster public M&A, private equity matters for large alternative asset managers, SPACs, securitizations, IPOs, and restructurings on behalf of debtors, linchpin creditor groups and asset acquirers. Recent notable highlights include advising on Qualcomm’s $4.6bn acquisition of Veoneer, and a slew of multi-billion dollar deals for private equity firms like Apollo Global Management, Clearlake Capital and General Atlantic. Brad Okun focuses his practice on the complex tax aspects of M&A, restructurings, and corporate finance, while Scott Sontag’s expertise further spans the formation and acquisition of REITs. Okun and Sontag head the group alongside Jeffrey Samuels, renowned for his public company tax practice, and Lindsay Parks, who regularly counsels investment funds and strategic clients. Among other key individuals are Brian Grieve, Robert Holo, Brian Krause and David Mayo. All named lawyers are based in New York.

Practice head(s):

Brad Okun; Scott Sontag; Jeffrey Samuels; Lindsay Parks

Other key lawyers:

Brian Grieve; Robert Holo; Matthew Jordan; Robert Killip; Brian Krause; David Mayo

Key clients

Apollo Global Management



Baker Hughes

Brooks Automation

Carrier Global Corporation

Continental Grain Company

Clearlake Capital Group

Golden Gate Capital

General Atlantic

Global Infrastructure Partners


Jet Edge


Oak Hill Advisors


Restaurant Brands International


Roark Capital Group

Rocket Companies

Work highlights

Simpson Thacher & Bartlett LLP

Simpson Thacher & Bartlett LLP is called upon by multinational corporations, banks, investment funds and other businesses for advice on their largest and most complex transactions, offering the full spectrum of deal and fund capabilities. The group has a leading M&A and private equity tax offering, exemplified by its recent involvement in Microsoft Corporation’s $75bn acquisition of Activision Blizzard. The team is also engaged on fund formations, matters relating to real estate investments by fund sponsors, and complex IPOs in the capital markets space. Based in New York unless stated otherwise, the team is spearheaded by seasoned corporate tax lawyers Nancy Mehlman and Marcy Geller, whose combined expertise spans M&A, real estate (including REITs), fund formations, joint ventures, and financings. Jonathan Goldstein specializes in private investment fund formations, while Russell Light is experienced in debt restructurings and big-ticket SPACs. Andrew Purcell is the first port of call for clients operating in the tech sector; recent highlights include multi-billion dollar acquisitions for DigitalBridge, New Mountain Capital and Silver Lake. Also noted for their strengths are up-and-coming Sophie Staples and Washington DC-based Benjamin Rippeon.

Practice head(s):

Nancy Mehlman; Marcy Geller

Other key lawyers:

Jonathan Goldstein; Sophie Staples; Russell Light; Andrew Purcell; Benjamin Rippeon; William Smolinski


‘Nancy Mehlman and William Smolinski are of the highest quality. They have great intel on the European fund market.’

‘Responsive, practical and quick to deliver results.’

Key clients

Apax Partners

Apollo Global Management



Canada Pension Plan Investment Board



DigitalBridge Group, Inc.


The Fresh Market Holdings, Inc.

Global Infrastructure Partners

Hellman & Friedman

IFM Investors

KKR & Co. Inc.

McKesson Corporation

Microsoft Corporation

New Mountain Capital, LLC

The NPD Group

Silver Lake

Stone Point Capital

Stonepeak Infrastructure Partners

The Toronto-Dominion Bank

U.S. Bancorp

Work highlights

  • Advised Microsoft on its $75bn acquisition of Activision Blizzard, Inc.
  • Advised DigitalBridge Group, Inc. and IFM Investors on the $11bn acquisition of Switch, Inc.

Skadden, Arps, Slate, Meagher & Flom LLP

Fielding a team with extensive national coverage, Skadden, Arps, Slate, Meagher & Flom LLP is highly capable in the full range of tax concerns, including major transactions, internal restructurings, and an increasing number of domestic and international tax planning matters; clients include multinational corporations, particularly in the financial services, technology, and healthcare sectors. Based in Washington DC, global tax head Eric Sensenbrenner‘s extensive expertise spans M&A, spin-offs, cross-border investments, and capital markets transactions. Chicago tax head David Polster’s experience further covers IPOs, REITs, and financial products, while the New York-based David Rievman – global head of the firm’s regulatory practices – represents public corporations, private businesses, investment banks, and private equity entities. Also based in New York is Steven Matays, whose areas of specialization include M&A, spin-offs, and debt and equity offerings. Palo-Alto based Nathan Giesselman is a regular point of contact for private equity and entertainment sector clients. Thomas Wood, Moshe Spinowitz and Nickolas Gianou, located in DC, Boston and Chicago, respectively, are among other tax specialists at the firm.

Practice head(s):

Eric Sensenbrenner

Other key lawyers:

David Polster; David Rievman; Steven Matays; Nathan Giesselman; Thomas Wood; Moshe Spinowitz; Nickolas Gianou

Work highlights

Weil, Gotshal & Manges LLP

Under the leadership of federal income tax expert Joseph Pari, who splits his time between New York and Washington DC, the tax practice at Weil, Gotshal & Manges LLP is well-placed to handle complex and high-profile international transactions. In addition to its M&A expertise, the group works closely with the firm’s private funds group, advising multiple significant entrants to the funds and private equity market, including sovereign wealth funds, pension funds, DFIs, and family offices. The team is also regarded for its capabilities in bankruptcies, with experience representing debtors, creditors and other investors in all phases of a restructuring; Stuart Goldring is a key contact for financially troubled companies. Other significant drivers of work include securitizations, real estate transactions and REITs, capital markets and other financing matters. Chayim Neubort is noted for his internal tax planning and reorganization capabilities, while Noah Beck’s practice focuses on transactional tax issues for private equity sponsors and their portfolio companies, as well as SPACs. Andrew Morris and DC-based Graham Magill are also recommended. All named individuals are based in New York unless noted otherwise. Eric Behl-Remijan in New York departed in June 2023.

Practice head(s):

Joseph Pari

Other key lawyers:

Stuart Goldring; Chayim Neubort; Noah Beck; Graham Magill; Andrew Morris


Exceptional technical and practical expertise, extremely respectful relationships built with the key IRS leadership, able to think creatively outside the box.

Key clients

22C Capital

Advent International

Allego Holding B.V.

American Securities

Amherst Holdings, LLC


Basic Energy Services

Berkshire Partners

Black Knight, Inc.


Brookfield Asset Management

CBL & Associates Properties

Chevron U.S.A. Inc.

Covetrus, Inc.

CPP Investments

Crow Holdings Capital Partners

CVC Capital Partners

Dyal Capital

EQT Partners

Fieldwood Energy

Genstar Capital

Getty Images

Goldman Sachs

Halozyme Therapeutics, Inc.

ICG Strategic Equity

Iron Mountain

Leafly Holdings

Lendlease Americas Inc.

Magellan Health, Inc.

MGM Resorts International

MSP Recovery, LLC

NEOGEN Corporation


PSP Investments



SoftBank Vision Fund

The Gores Group

The Kroger Company


Trebia Acquisition Corp.

Trive Capital

TruArc Partners

Vonage Holdings Corp.

Wejo Limited

Work highlights

  • Advised MSP Recovery LLC on the tax aspects of its $32.6bn business combination with Lionheart Acquisition Corp. II.
  • Advising The Kroger Company on the tax aspects of its $24.6bn merger with Albertsons Companies, Inc.
  • Advised SPAC Gores Guggenheim, Inc. on its $20bn business combination with Polestar Performance AB.

Eversheds Sutherland

Eversheds Sutherland‘s practice oversees multi-billion dollar transactions for a diverse range of blue-chip corporations, including a number of Fortune 100 companies. Drawing on its vast national presence, the team advises on the full spectrum of tax matters, with a particular focus on the TMT, retail, financial services, and energy industries. It is also noted for its strong manufacturing and technology sector credentials – where practice head Robert Chase is an essential contact. In Atlanta, Daniel McKeithen anchors the firm’s REIT offering, while Wes Sheumaker handles domestic and international federal income tax mandates; Reginald Clark focuses on corporate acquisitions, restructurings and spin-offs. Also recommended are Jeffrey Friedman and Michele Borens, both of whom are a regular port of call on SALT issues for digital economy clients. Brad Seltzer represents Fortune 100 utility, energy and telecoms players. Xenia Garofalo is a key name in the team, while Jason Dexter joined from an in-house role in August 2022. All named individuals are based in Washington DC unless stated otherwise.

Practice head(s):

Robert Chase

Other key lawyers:

Daniel McKeithen; Xenia Garofalo; Wes Sheumaker; Jeffrey Friedman; Michele Borens; Brad Seltzer; Reginald Clark

Key clients

Empower Retirement

Allianz SE

Cox Communications

Gray Television

Blue Source Sustainable Forests Company

MDH Partners

G&L Holdings



Lion Global Craft Beverages

Advisor Group


Work highlights

  • Assisted Empower Retirement with closing its $3.55bn acquisition of Prudential’s retirement plan business.
  • Advised Gray Television on its $2.7bn acquisition of the local media group of Meredith Corporation, which owns 17 television stations across 12 local markets.
  • Advised Blue Source Sustainable Forests Company in a $1.8bn private forest carbon investment.

Gibson, Dunn & Crutcher LLP

Gibson, Dunn & Crutcher LLP works with a broad spectrum of leading corporations and financial institutions on the full range of tax matters, including public M&A and private equity transactions, fund formations, and capital markets deals. The group has a notable reputation in oil and gas M&A for midstream and upstream clients, as well as energy-related MLP deal structuring. Practice head Eric Sloan is a recognized expert on the use of partnerships and limited liability companies in domestic and cross-border acquisitions, financings, and restructurings, with substantial experience handling spin-offs and IPOs. Edward Wei‘s far-reaching practice encompasses public company spin-offs, split-offs and Reverse Morris Trusts, as well as debt and equity capital markets (including issuances involving SPAC and UP-C structures) and real estate transactions. In California, Dora Arash concentrates on federal income tax planning for corporations and partnerships, tax-free reorganizations, and debt offerings. In addition to his expertise in renewable energy transactions, Dallas-based Michael Cannon represents investment fund sponsors on tax structuring mandates, with a focus on oil and gas, real estate, and infrastructure funds. Seasoned transactional tax specialist Pamela Lawrence Endreny is also recommended. All named individuals are based in New York unless noted otherwise.

Practice head(s):

Eric Sloan

Other key lawyers:

Dora Arash; Michael Cannon; Matt Donnelly; Pamela Lawrence Endreny; Kathryn Kelly; Brian Kniesly; Jeffrey Trinklein; Edward Wei

Key clients


Evergreen Coast Capital

Wells Fargo

Quidel Corporation

Motive Partners


Aurora Capital Partners

Platinum Equity



Work highlights

Hogan Lovells US LLP

Praised for its cross-border transactional acumen, Hogan Lovells US LLP‘s tax practice underlines its formidable reputation in the REIT space with instructions for leading global entities. Other significant drivers of work involve clients operating in the TMT, life sciences, sports, media and entertainment sectors. Capital markets transactions and M&A involving REITs, real estate funds and joint ventures are notable strengths for Cristina Arumi and Prentiss Feagles; San Francisco-based Josh Scala is also an expert in this field, in addition to his private equity knowledge. Elsewhere, practice head Siobhan Rausch focuses on the complex area of tax-exempt organizations, where she advises charitable, educational, health and scientific research organizations, as well as private foundations and trade associations. Jasper Howard is a regular port of call for multi-billion dollar companies in tax-free spin-offs and restructurings, while Scott Lilienthal is an essential contact in public finance matters. New York-based Jessica Millett, who specializes in qualified opportunity zones, joined from Duval & Stachenfeld LLP in July 2022. All named individuals are based in Washington DC unless noted otherwise.

Practice head(s):

Siobhan Rausch

Other key lawyers:

Cristina Arumi; Jasper Howard; Scott Lilienthal; Josh Scala; Prentiss Feagles; Jessica Millett; Christine Lane


‘The practice is extremely strong in the REIT space.’

‘Prentiss Feagles is a prominent lawyer in this area. His knowledge and judgement sets him apart.’

Key clients

Duke Realty

VICI Properties



Mills College

PS Business Parks

New Terminal One

Kingdom Holding Company



Central America Bottling Corporation


Walton-Penner Family

Sojitz Corporation

Next ERa


Work highlights

  • Advised Duke Realty Corporation on its $23bn combination with Prologis Inc.
  • Advised VICI on its $17.2bn strategic acquisition of MGM Growth Properties LLC.
  • Advised Oracle Corporation on its $28.3bn acquisition of Cerner Corporation.

Mayer Brown

Mayer Brown maintains a nationwide presence, working with a diverse range of multinational corporations, financial institutions, funds, trade associations and other clients on high-value transactional and advisory mandates. An area of renowned strength continues to be securitization and structured finance, although other significant drivers of work include M&A, tax planning, investment funds, tax credits, transfer pricing, and SALT matters. The team works closely with the firm’s tax controversy practice, which further allows for the consideration of potential audit risks – where Brian Kittle is a key contact. Jason Bazar’s wide-ranging expertise covers the tax aspects of financings and business combinations; his recent work spans the energy, life sciences, TMT, and infrastructure sectors. Elsewhere, Chicago-based James Barry is the first port of call for individuals and US corporations on domestic and international tax planning matters, while Remmelt Reigersman in San Francisco focuses on financings for issuers, investment banks, and investors. Also recommended are global tax and transfer pricing co-head Lucas Giardelli, and federal income tax expert Michelle Jewett, whose expertise includes private investment funds and REITs. Bazar and Kittle co-head the practice with Chicago-based Tom Kittle-Kamp. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Jason Bazar; Brian Kittle; Tom Kittle-Kamp

Other key lawyers:

James Barry; Remmelt Reigersman; Lucas Giardelli; Michelle Jewett


‘Mayer Brown is always very responsive and able to explain issues in a very clear manner to those without tax knowledge.’

‘Michelle Jewett is kind, incredibly sharp, and a pleasure to work with.’

‘The funds tax team is particularly impressive.’

‘Michelle Jewett is a true star in the fund formation tax space. She has a deep understanding of Subchapter K and is a leader in the taxation of carried interests.’

‘Michelle Jewett is great with clients and business minded.’

‘Michelle Jewett’s tax expertise is undoubtedly above her competitors. She is able to relay it to clients in a manner they can understand.’

Key clients

Altice USA Inc.

ArcelorMittal SA


Cummins Inc.

Goldman Sachs

Macquarie Group Limited

Nestlé SA

Société Générale

Sotheby’s Inc.

TC Energy Corporation

Work highlights

  • Advised Elkay Manufacturing Company on its $1.56bn combination with Zurn Water Solutions Corporation (NYSE: ZWS) in a tax-free all-stock transaction.
  • Advised Cummins on its $3.7bn acquisition of Meritor, Inc.
  • Advised TriState Capital Holdings, Inc. on its $1.1bn sale to Raymond James Financial, Inc.

Proskauer Rose LLP

Proskauer Rose LLP is experienced in all areas of corporate and financial taxation, including demanding national stand-alone matters as well as major transactions. Blue-chip entities turn to the firm for its reputation in fund formation tax structuring, where it is sought out on complex, high-value ventures. Beyond formation across the fund lifecycle, the team is also well-placed to handle debt finance transactions related to leveraged buyouts, distressed debt acquisitions and recapitalizations, including hedge funds, credit and opportunity funds, and alternative finance lenders. Practice head Amanda Nussbaum’s expertise spans M&A, real estate and capital markets, often working in close conjunction with the firm’s sports law group. David Miller’s practice focuses on financial instruments and derivatives, with deep experience across the banking, pharmaceutical, life sciences, real estate, technology, and energy sectors. Martin Hamilton handles corporate, partnership, and international tax matters, while Boston-based partners Scott Jones and Arnold May oversee tax planning mandates for private equity fund managers. Other recommended individuals include Jeremy Naylor and Jamiel Poindexter, both of whom are also based in Boston. All named individuals are located in New York unless stated otherwise.

Practice head(s):

Amanda Nussbaum

Other key lawyers:

Scott Jones; Martin Hamilton; Arnold May; Jeremy Naylor; Jamiel Poindexter; Janicelynn Asamoto Park; David Miller


Proskauer gives practical advice and understands the business and commercial considerations of the particular transaction and takes this into account when recommending solutions.

Key clients




Denver Broncos


Church & Dwight

Neuberger Berman


Arch Ventures

17 Capital


Digital Colony


Lexington Partners

Adams Street

Atlas Holdings

Atlas Venture

New Enterprise Associates

Ridgemont Equity Partners


American Finance Trust

Westmed Medical Group, P.C.


Work highlights

  • Advised the Patrick D. Bowlen Trust and related entities on the sale of the Denver Broncos to the Walton-Penner family.
  • Advised Ares Management Corporation on its $3.8bn acquisition of Capital Automotive LLC from a Brookfield private real estate fund.
  • Advised Doodles, LLC on its initial funding round and partnership with musician and producer Pharrell Williams.

Ropes & Gray LLP

Ropes & Gray LLP is highly experienced in private equity transactions, SPACs and de-SPACs, and the cross-border tax implications of licensing and collaboration agreements for life sciences companies. The team is also routinely instructed by global asset managers, where New York-based Jim Brown is one of several key contacts; he advises leading private equity sponsors and investment companies and is further active in credit fund tax matters in the fintech space. Practice head Elaine Murphy focuses on cross-border acquisitions, dispositions and financing arrangements, in addition to leading the firm’s tax, employment and benefits department. David Saltzman concentrates on international tax matters, while Amanda Holt handles corporate and partnership mandates. Kendi Ozmon is a regular port of call for non-profit organizations. Among other recommended individuals are Pamela Glazier and New York-based partners Kristen Winckler and Adam Greenwood. Dan Zuckerman was promoted to partnership in November 2022. All named lawyers are based in Boston unless noted otherwise. Eric Behl-Remijan arrived at the New York office in June 2023.

Practice head(s):

Elaine Murphy

Other key lawyers:

Jim Brown; David Saltzman; Amanda Holt; Kendi Ozmon; Kristen Winckler; Scott Pinarchick; Jay Milkes; Adam Greenwood; Pamela Glazier; Alyssa Kollmeyer; Eric Behl-Remijan

Key clients

University of Southern California

Bain Capital

Advent International

Harvard University


E-mart Inc.

Baring Private Equity Asia

GHO Capital

Harvard Pilgrim Health Care

The Blackstone Group

ACORE Capital

Ares Management

Audax Group

Sculptor Capital Management


Harvest Partners

TSG Consumer Partners

TPG Capital

Work highlights

  • Advised Pfizer on a number of acquisitions, including its $11.6bn acquisition of Biohaven, $6.7bn acquisition of Arena Pharmaceuticals, and $2.26bn acquisition of Trillium Pharmaceuticals.

Shearman & Sterling LLP

Shearman & Sterling LLP is noted for its representation of multinational companies in cross-border M&A and financial offerings, as well as private equity and sovereign wealth fund clients on formation and investment issues. Practice head Larry Crouch – who splits his time between New York and Menlo Park – is a seasoned transactional tax expert with experience in matters involving M&A, capital markets, and joint ventures. Crouch is also co-head of the firm’s REIT group, an area in which New York-based Derek Kershaw is also excels. Washington DC-based Jay Singer is praised for his strengths in spin-offs and internal restructurings, while in Dallas, Ryan Bray is a regular port of call for emerging growth companies and their founders on various tax-related issues. Also recommended is Todd Lowther in Houston, whose focus is on the taxation of natural resources and other transactions common in the petroleum sector. Recent team changes include New York-based Lorenz Haselberger‘s promotion to partnership in July 2022, and Michael Shulman‘s departure in October 2022.

Practice head(s):

Larry Crouch

Other key lawyers:

Kristen Garry; Jay Singer; Ryan Bray; Lorenz Haselberger; Derek Kershaw; Todd Lowther

Key clients

JetBlue Airways Corporation

Celanese Corporation

Boston Scientific Corporation

Fairfax Financial Holdings Limited

Kroll Bond Rating Agency LLC

Sumitomo Mitsui Banking Corporation

DT Midstream, Inc.

Volumetric Biotechnologies, Inc.

Tire Rack Holdings, Inc.

Flatrock Energy Advisors, LLC

General Electric Company

J.F. Lehman & Company LLC

OMERS Infrastructure Management Inc.

eGroup Enabling Technologies, LLC

Work highlights

  • Advising JetBlue Airways on its a definitive merger agreement to acquire Spirit Airlines.
  • Advised Celanese on its $11bn acquisition of the majority of Mobility & Materials of DuPont de Nemours, Inc.
  • Advised Boston Scientific Corporation (NYSE: BSX) on its definitive agreement to acquire Baylis Medical Company for a purchase price of $1.75bn.

White & Case LLP

Drawing on the firm’s broad geographic coverage, White & Case LLP is a go-to advisor for multinational corporations, financial institutions, investment funds, sovereign wealth funds, governments and individuals across the globe. Based in New York, the team works across a number of major industries, including healthcare, life sciences, technology, metals and mining, consumer goods, and real estate, while Houston-based Chad McCormick‘s work further encompasses the energy sector. Global tax head Sang Ji leads the group, specializing in M&A, securities offerings, and IP-related tax planning – an area in which Steven Gee is an expert. David Dreier concentrates on bank financing and securitization transactions, while Scott Fryman has considerable experience advising on SPACs and business combinations. All named individuals are based in New York unless stated otherwise. Andrew Kreisberg left the firm in September 2023.

Practice head(s):

Sang Ji

Other key lawyers:

David Dreier; Steven Gee; Scott Fryman; Chad McCormick


‘Extremely responsive team that is always acutely aware of our tax sensitivities as a client.’

Key clients

Macquarie Infrastructure Partners

CVC Capital Partners

Sempra Energy

Continental Resources, Inc.

Marathon Oil Company

dMY Technology Group, Inc. IV

Saudi Arabian Oil Company (Saudi Aramco)

Zanite Acquisition Corp.

AMCI Acquisition Corp. II

Golden Nugget Online Gaming, Inc. (NASDAQ: GNOG)

Zimmer Biomet Holdings, Inc. (NYSE: ZBH)

Dominus Capital, L.P.

Vox Media Holdings, Inc.


TIER Mobility SE

Riverbed Technology, Inc.

Cincinnati Fan & Ventilator Company, Inc.

Artemis Strategic Investment Corporation

Colonnade Acquisition II Corp.

Work highlights

  • Advised Macquarie Infrastructure Partners on its $4.475bn sale of its Atlantic Aviation business, one of the largest portfolios of fixed base operations in the world.
  • Advised CVC Capital Partners on its investment of a 22.55% stake in Authentic Brands Group LLC, valuing the company at $12.7bn in enterprise value.
  • Advised Sempra Energy on its $3.37bn sale to KKR of a 20% interest in Sempra Energy’s new business platform, Sempra Infrastructure Partners.

Cadwalader, Wickersham & Taft LLP

Cadwalader, Wickersham & Taft LLP is well regarded for its tax-efficient M&A structuring capabilities, which have been used across a range of complex, high-value domestic and international transactions. Other significant drivers of work include restructuring and reorganization mandates involving troubled and insolvent corporations, as well as asset-backed securitizations – an area in which Gary Silverstein is an essential contact. Practice head Linda Swartz has a notable reputation in M&A, spin-offs, and joint ventures, in addition to foreign tax planning, fund formations, financings, and derivative transactions. Mark Howe – who splits his time between New York and Washington DC – is also recommended for his expertise in domestic and offshore investment funds. Recent team developments include Jon Brose‘s arrival from Seward & Kissel LLP in July 2022. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Linda Swartz

Other key lawyers:

Jon Brose; Gary Silverstein; Mark Howe

Key clients


Assured Guaranty Corp. and Assured Guaranty Municipal Corp.

Forbes Global Holdings

Hemen Holding, Ltd.

Kingsland Holdings Limited

MBIA, Inc. Noone

Pershing Square Tontine Holdings, Ltd.

Portico Capital Advisors

Underline Infrastructure Inc.

Work highlights

  • Assisted the Federal Reserve’s Alternative Reference Rates Committee with the drafting of recommended contractual fallback language for US dollar LIBOR denominated bilateral business loans and securitizations.
  • Assisted Assured Guaranty Corp. and Assured Guaranty Municipal Corp with the Commonwealth of Puerto Rico’s restructuring of outstanding bond debt valued at $73bn.
  • Assisted Underline Infrastructure Inc. with a strategic investment in shares and a joint venture arrangement that was led by a fund managed by Ares Management’s Infrastructure Opportunities strategy.

Clifford Chance

With seasoned international tax expert David Moldenhauer at the helm, Clifford Chance’s tax practice handles a myriad of financial and business transactions, including REITs, fund formations and investments, securitizations and mortgage-backed securities. Michael Seaton heads up the firm’s renowned REIT offering; he is routinely engaged by public REITs on complex matters involving capital markets, M&A, and restructurings. Jim Gouwar is the first port of call for hedge funds and private equity funds, regulated investment companies and other vehicles on MBS transactions, while Paul Seraganian handles inbound and outbound tax planning projects. Philip Wagman and Avrohom Gelber are noted for their respective strengths in cross-border M&A and capital markets deals. Counsel Rebecca Pereira is further recommended for her cross-border financing acumen. All named individuals are located in New York.

Practice head(s):

David Moldenhauer

Other key lawyers:

Philip Wagman; Michael Seaton; Avrohom Gelber; James Gouwar; Paul Seraganian; Rebecca Pereira

Key clients

Capital Dynamics

DREAM Asset Management Corporation

Mercer Alternatives AG

Corporate Property Associates 18 Incorporated (CPA:18 – Global)


Iconiq Capital

BofA Securities Inc.

Cenovus Energy Inc.

DigitalBridge Group, Inc

Aberdeen Standard Investments

Tikehau Capital North America


Oxford Finance

Work highlights

  • Advising Capital Dynamics on high profile fund mandates.
  • Represented Dream Asset Management on the structuring and IPO launch of Dream Residential REIT.
  • Advised Mercer on a number of investment management projects, providing coordinated funds, tax and regulatory advice in the U.S. and abroad.

Dechert LLP

Regarded for its involvement in the funds space, Dechert LLP underscores its reputation with instructions for leading global asset management firms and investment funds, as well as small and mid-sized complexes. Global tax chair Joshua Milgrim heads the practice, known for advising private equity firms and their portfolio companies on a broad range of corporate transactions, with a focus on the life sciences sector. Also sought out as lead counsel on various transactions are Elizabeth Guidi and David Passey. Philadelphia-based federal tax specialist Edward Lemanowicz handles international restructurings, while in Boston, Adrienne Baker focuses on partnership taxation, as well as private and regulated investment companies, including hedge funds and private equity funds. Among other key members are investment fund experts Joseph Riley and Ari Zak, whose combined expertise encompasses digital currencies and insurance. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Joshua Milgrim

Other key lawyers:

Edward Lemanowicz; Adrienne Baker; Joseph Riley; Elizabeth Guidi; David Passey; Ari Zak

Key clients


T. Rowe Price

JP Morgan Chase & Co.

GQG Partners

Court Square Capital Partners

Griffon Corp.


Stifel Financial Corp.

One Equity Partners


Work highlights

  • Advised GIC as part of an investor group including Blackstone, Carlyle and Hellman & Friedman, on the $34bn acquisition of a majority stake in Medline.
  • Advising T. Rowe Price Group on its definitive agreement to purchase Oak Hill Advisors, acquiring 100% of the equity of OHA and other entities that have common ownership for a purchase price of up to $4.2bn.
  • Advised Griffon Corporation on its $845m acquisition, through its subsidiary The AMES Companies, Inc., of the Hunter Fan Company from MidOcean Partners.

DLA Piper LLP (US)

DLA Piper LLP (US)‘s wide-ranging transactional capabilities span M&A, private equity, SPACs, restructurings, fund formations, capital markets, and financings. Recently, the team has been active in a number of emerging industries, including crypto, insurance, media, sports and entertainment. Silicon Valley-based practice head Stacy Paz is known for handling a significant number of the firm’s M&A mandates, while Gerald Rokoff  is dedicated to the tax structuring of asset management and financial product transactions. Chicago-based Tom Geraghty, who advises fund sponsors and investment advisors, is an established authority on investments in digital currencies. Frank Mugabi shifts his focus between international tax planning and transactional tax, with a particular focus on the oil and gas sector. Other recommended individuals include Drew Young and Boston-based associate Kurtis Weaver. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Stacy Paz

Other key lawyers:

Gerald Rokoff; Tom Geraghty; Frank Mugabi; Drew Young; Kurtis Weaver; John Wei; Naftali Dembitzer


‘Drew Young’s knowledge, creativity, patience and diligence has been crucial.’

‘Every time we get on the phone with tax counsel from other firms, they all look to Drew Young.’

‘The team at DLA Piper are technically strong, responsive, experienced and practical in their conclusions.’

‘Gerald Rokoff, John Wei, and Naftali Dembitzer are experienced, technically strong, and provide clear advice.’

‘The team consistently provide thorough tax support in the private credit space.’

‘I work with Gerald Rokoff and John Wei, both of whom are knowledgeable, creative, and on the forefront of deal developments.’

‘John Wei is incredibly smart and accessible. I can always rely on him with last minute requests. He knows how to explain complicated tax concepts in a simple manner.’

‘Gerald Rokoff is deeply connected within the tax space. He understands the commercial drivers for transactions and knows how to right-size the response to the particular issue or question.’

Key clients

Pico Quantitative Trading Holdings

Sound Point Capital Management

Carlyle Group

Concord Music

Oxford Properties

Armada Acquisition Corp.


Etain Health

BioTE Holdings

Atrium Sports, Inc.

Airtower Networks

Lionheart Acquisition Corporation II

Longfellow Real Estate Partners

JAFRA cosmetics




Mirae Asset Global Investments

MadCap Software

SolarWinds Corporation

Loral Space & Communications Inc

MDC Partners Inc.

Columbus McKinnon Corporation

Haymaker Acquisition Corp II

Athena Tech Acquisitions

Exelon Corporation

Opportunity Financial

Parasol Renewable Energy LLC

CareMax Medical Group


Fast Radius

GPS Insight

Baird Partners

Columbia Capital


LLR Partners


RV Share



Work highlights

  • Advised Pico Quantitative Trading Holdings on the tax aspects of its $57.5m acquisition of Redline Trading Solutions, as well as tax planning for non-US employees.
  • Assisted Carlyle Group with tax guidance on multiple transactions, including Digital Agency Subholding’s (a Carlyle Group portfolio company) add-on acquisition of 3Q.
  • Advised Lionheart Acquisition Corp. II on its $32.6bn agreement to merge with MSP Recovery LLC.

Freshfields Bruckhaus Deringer LLP

Regarded for its tax advice on bulge-bracket M&A and capital markets transactions, Freshfields Bruckhaus Deringer LLP underscores its reputation with a stream of instructions for corporations, investment funds and other financial institutions, including several global technology leaders. Washington DC-based practice head Claude Stansbury is a regular port of call for large multinationals and private equity funds on acquisitions, financings, and restructurings; his cross-border experience includes structuring joint ventures and operating arrangements in developing economies. Joseph Soltis, who joined from Cadwalader, Wickersham & Taft LLP in June 2022, works across a number of industries and focus areas, including bankruptcy reorganizations, securities issuances, and real estate matters. Also recommended for his transactional expertise is Robert Scarborough, whose far-reaching skillset spans financial instruments and derivatives. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Claude Stansbury

Other key lawyers:

Joseph Soltis; Robert Scarborough


‘Technically capable, collaborative, and responsive.’

‘Claude Stansbury delivers excellent tax-related results. He is clear in his guidance, responsive, and always helpful.’

Key clients

LME Ericsson


ServiceNow, Inc.

América Móvil



London Stock Exchange Group and Refinitiv US

Alpha Dhabi



Flint Group

Siemens Corporation

Sitel Group



Stanley Black & Decker


Japan Tobacco

Aquila Acquisition Corporation

Work highlights


Goodwin maintains a strong reputation in the life sciences arena, with the tax team assisting both start-ups and mature public companies with structuring equity, acquisition, and divestiture transactions. Real estate is another area of expertise; practice head Neal Sandford focuses on the organization and operation of REITs, where Karen Turk is also an expert, while Edward Glazer anchors the firm’s real estate capital markets offering. Howard Cubell and chair of the firm’s New York office Janet Andolina are essential contacts for private equity sponsors. Also based in New York are Romina Weiss and William Weiss, both of whom have broad experience in corporate and partnership tax matters, and George Davis. Other recommended individuals include Daniel Karelitz and the San Francisco-based Kelsey LeMaster. All named lawyers are located in Boston unless noted otherwise.

Practice head(s):

Neal Sandford

Other key lawyers:

Howard Cubell; Edward Glazer; Karen Turk; Janet Andolina; Romina Weiss; William Weiss; Kelsey Lemaster; Daniel Karelitz


‘Responsive and practical team with a strong depth of knowledge.’

‘Kelsey Lemaster is the strongest tax attorney I work with.’

‘Always responsive and available to help, providing creative and practical tax support.’

‘Smart, responsive and innovative.’

Key clients



Iconiq Capital

Blueprint Medicines

Boston Properties Limited Partnership

Drawbridge Realty

First Eagle Investments

Level Equity Management, LLC



PTK Acquisition Corp.

Serena Ventures

Work highlights

  • Advised Serena Ventures on the formation of its inaugural fund, which closed with $111m in commitments.

Jones Day

Jones Day handles a mixture of transactions, financings and restructurings, working on complex M&A, spin-offs and securitizations, as well as investment partnerships and issues related to tax-exempt organizations, sovereign wealth funds and other foreign investors. The practice is led by Joseph Goldman and New York-based Edward Kennedy, who together anchor the firm’s post-merger integration and IP licensing offering; it is particularly renowned for its international tax planning advice in the life sciences sector. Elsewhere, Boston head Colleen Laduzinski leads the group’s bankruptcy and financing work alongside New York-based Richard Nugent, representing both debtors and creditors in Chapter 11 proceedings, debt workouts and restructurings. Andrew Eisenberg and Christopher Hanfling concentrate on M&A taxation, while Dallas-based Kelly Rubin is noted for her expertise in financial products. Promoted to partner in January 2023, Benjamin Jacobs is also recommended from the New York office. All named individuals are based in Washington DC unless noted otherwise.

Practice head(s):

Joseph Goldman; Edward Kennedy

Other key lawyers:

Andrew Eisenberg; Richard Nugent; Colleen Laduzinski; Christopher Hanfling; Kelly Rubin; Benjamin Jacobs; John Allan


‘The state & local tax team at Jones Day is highly experienced in multi-state taxation issues, nationally and in Georgia.’

‘John Allan is one of the most widely regarded and experienced lawyers in this practice area.’

‘High-caliber team of problem solvers.’

‘Richard Nugent is technical, practical, creative, responsive, and a skilled problem solver.’

‘Jones Day has invested the time to understand our business and appetite for risk.’

‘Richard Nugent has a deep knowledge of our business model and uses that to secure the best possible contract terms for us.’

Key clients

Wabtec Corporation

Cleveland Cliffs



Arc Holdings S.A.S.

Verint Systems

Lowe’s Companies

Laureate Education

MassMutual Financial Group

Bally’s Corporation

Cardinal Health

FactSet Research Systems


Work highlights

  • Advised MassMutual on its debt and equity investment in Low Carbon, a subsidiary of Low Carbon Limited, an established pan-European renewable energy developer and fund manager.
  • Advised the creditors on the Chapter 11 filing of Intelsat Jackson SA and its US and non-US affiliates.

Morrison Foerster

Morrison Foerster is routinely engaged by leading global companies and emerging start-ups, as well as financial and strategic institutional investors. Practice head Anthony Carbone is well-versed in all manner of tax issues, ranging from M&A, reorganizations, fund formations, and leveraged buyouts. In San Francisco, Bernie Pistillo primarily handles transactions with a strong cross-border element. San Diego-based Shane Shelley‘s far-reaching skillset spans REITs, renewable energy, and financial products. Also experienced in REITs is Jay Blaivas, whose expertise further covers the tax aspects of real estate-related funds, joint ventures, and opportunity zone funds. Other recommended individuals include federal tax specialist Dave Sturgeon, and Brian Radigan, who joined from an in-house position in September 2022. Maureen Linch has left the practice, and Babak Nikravesh left to join Greenberg Traurig LLP in September 2023. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Anthony Carbone

Other key lawyers:

Bernie Pistillo; Shane Shelley; Jay Blaivas; Dave Sturgeon; Brian Radigan

Key clients

Alexandria Real Estate Equities, Inc.

Alpine Investors LP

Antarctica Capital LLC


Caisse de dépôt et placement du Québec



Investment Management Corporation of Ontario

New Zealand Superannuation Fund


Prime Movers Lab LLC

RH (formerly known as Restoration Hardware)

Sjätte AP-Fonden

SoftBank Group Corp

Special New Fruit Licensing Ltd

Temasek Holdings Pte Ltd

UDR, Inc.

Unity Technologies

Work highlights

  • Assisted Unity Software Inc. with the definitive agreement under which IronSource will merge into the corporation via an all-stock deal valued at $4.4bn.

Norton Rose Fulbright

Complemented by its global footprint, Norton Rose Fulbright is renowned for advising on large, cross-border transactions, including M&A and securities offerings. Practice co-head William Cavanagh specializes in corporate, partnership, and international tax matters, while fellow co-head Robert Morris anchors the firm’s tax controversy offering from the Houston office. Also based in Texas are Bill Bowers, who focuses his practice on partnerships and REITs with a profound knowledge of Up C structures, and Stephen Kuntz, whose experience further spans SALT matters. Asset and wealth management head Michael Flamenbaum is recognized for his capabilities in private equity and hedge fund formations, while David Burton is sought out for his expertise in renewable energy fund structuring and traditional energy transactions. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Robert Morris; William Cavanagh

Other key lawyers:

Bill Bowers; Stephen Kuntz; David Burton; Michael Flamenbaum; Todd Schroeder; Kevin Prokup; Les Schreyer; Lauren Kelly; Benjamin Roth


‘What makes this practice unique is its familiarity with the clients and ability to forecast how decisions will play out in the real world.’

‘Les Schreyer, Lauren Kelly and William Cavanagh have deep knowledge and understanding of tax laws.’

‘Ben Roth and Kevin Prokup are very responsive and helpful.’

‘NRF has an elite tax controversy practice, which undoubtedly boosts their performance in the non-contentious space.’

‘Todd Schroeder has very broad expertise.’

‘Rob Morris is a commercial tax expert.’

Key clients

Macquarie Capital Inc.

Residential Logistics Solutions, LLC

Republic Services, Inc.

Sterling Investment Partners, L.P.

Savion, LLC

Enerflex Ltd.

IAS Claims Services

Celerant Capital



Work highlights

  • Represented Macquarie Capital on the sale of subsidiary Savion, including an 18 GW solar and energy storage development pipeline, to Shell New Energies.
  • Represented Residential Logistics Solutions, a leading provider of premier moving and storage services in its sale to Golden Gate Capital, a private equity firm.
  • Advised Enerflex Ltd on its stock-for-stock business combination with Exterran Corporation, creating a combined entity with an implied combined enterprise value of approximately $1.5bn.

Steptoe LLP

Aside from its transactional acumen, Steptoe LLP is noted for its involvement in areas such as tax policy, qualified opportunity zones, blockchain and cryptocurrency, income tax, transfer pricing, and various other corporate endeavors. New York-based co-head Beth Tractenberg anchors the firm’s private client offering and is a regular port of call for high-net-worth individuals and families, with a particular focus on international estate planning, while fellow co-head Philip West handles federal and cross-border transactional tax issues. Tax policy head Lisa Zarlenga advises clients in emerging areas such as crypto opportunity zones and energy tax incentives. Other key team members include Amanda Pedvin Varma, Lauren Azebu and recent arrival Eli Akhavan, who joined the firm’s New York office from Norton Rose Fulbright in June 2022. All named individuals are based in Washington DC unless noted otherwise.

Practice head(s):

Phil West; Beth Tractenberg

Other key lawyers:

Lisa Zarlenga; Amanda Pedvin Varma; Lauren Azebu; Eli Akhavan

Key clients

American Astronomical Society

Council on Foundations

Work highlights

  • Advised several clients on tax policy issues in front of Congress and the Treasury Department, including the impacts of legislative and regulatory developments as well as advocating changes to administrative guidance.
  • Advised American Astronomical Society on various issues, including corporate governance, fiduciary duties, employment law, qualified and non-qualified deferred compensation plans, corporate transactions, leasing, EU data privacy and IP matters.
  • Advised the Council on Foundations regarding exempt organization and foundation tax policy, more specifically on the guidance and legislation affecting private foundations, community foundations and donor advised funds.

Vinson & Elkins LLP

Vinson & Elkins LLP has a strong reputation in renewable and conventional energy taxation; the team acts for a steady stream of upstream, midstream and downstream companies, as well as drillers, service companies and energy-focused private equity funds. Clients also turn to the firm for its expertise in MLP transactions, where practice co-head Ryan Carney is an essential contact; fellow co-head David Peck frequently handles domestic and offshore fund formations. Elsewhere, de-SPAC transactions and REITs are other significant drivers of work. Working out of the Washington DC office, Chris Mangin is an REIT expert, while Gary Huffman focuses on partnerships, financial products, and natural resources. In New York, Ron Nardini advises on investment funds, with a particular focus on those involving credit, healthcare, and entertainment. Federal income tax specialist John Lynch is also recommended. All named individuals are based in Texas unless noted otherwise.

Practice head(s):

Ryan Carney; David Peck

Other key lawyers:

Gary Huffman; Ron Nardini; John Lynch; Chris Mangin; Sean Moran; Lauren Collins


‘Deep industry knowledge and an unparalleled amount of experience in the area of taxation.’

‘Ron Nardini has a delightful manner and works well with a wide variety of potential industry partners, all of whom appreciate his expertise.’

‘Ron Nardini is highly recommended.’

‘Ron Nardini is knowledgeable, accessible, responsive, and provides useful and practical advice. I would highly recommend him.’

‘Ron Nardini is an exceptional lawyer. He is creative and an effective problem solver.’

‘This is the best tax team in the renewable energy space, with a particular mention to Sean Moran.’

‘Sean Moran has excellent tax and commercial judgement, while Lauren Collins is extremely knowledgeable in the tax equity space.’

Key clients

Swiss Life GIO III Holding S.à r.l.

Woodside Energy, Ltd.

Chord Energy Corporation

Independence Energy LLC

BCP Raptor Holdco, LP

Bluerock Residential Growth REIT, Inc.

Preferred Apartment Communities, Inc.

Enbridge Inc.

Queen’s Gambit Growth Capital

New York Mortgage Trust Inc.

Energy Transfer LP

Enviva Holdings, LP

Apollo Global Management, Inc.

MN8 Energy LLC

REH Company

Chevron Phillips Chemical Company LLC

Carlyle Investment Management LLC

Work highlights

  • Advised Swiss Life Asset Management AG on the acquisition of a large minority interest in DataBank, a portfolio company of DigitalBridge Group, Inc.
  • Represented Woodside on its $43bn merger with BHP Petroleum.

Baker Botts L.L.P.

While regarded for its expertise in tax planning mandates, Baker Botts L.L.P. is also frequently engaged on large M&A and capital markets transactions, including project investments, joint ventures, spin-offs, restructurings, and debt and equity financings. In Dallas, practice co-head Stephen Marcus’ experience extends to all facets of federal income taxation, with a focus on private equity, MLPs, REITs, and qualified opportunity zones. Marcus has a notable reputation in the real estate and energy sectors, where fellow co-head Derek Green is also recommended for his tax planning and structuring expertise. Energy capital markets tax head Michael Bresson concentrates on renewable energy transactions and publicly traded partnerships, while Washington DC-based Tamar Stanley is noted for her involvement in corporate endeavors and financings. Other key individuals include Jon Lobb and recent arrival Elias Hinckley, who joined the DC office from K&L Gates in September 2022. All named lawyers are based in Houston unless noted otherwise.

Practice head(s):

Stephen Marcus; Derek Green

Other key lawyers:

Michael Bresson; Tamar Stanley; Jon Lobb; Elias Hinkley


‘Great technical knowledge and quick to respond to any issues.’

Key clients

Koch Industries, Inc.

Sunnova Energy Corporation

TPC Group, Inc.

CenterPoint Energy, Inc.

TPC Group, Inc.

Liberty Media Corporation

Schlumberger Limited

Coterra Energy Inc.

MGM Growth Properties LLC

Liberty Latin America

BKV Corporation

Schlumberger Ltd.

Chesapeake Energy Corporation

GCI Liberty

Avellino Lab USA, Inc.

Work highlights

  • Advised MGM Growth Properties on the $17.2bn acquisition by VICI Properties Inc.

Baker McKenzie LLP

Baker McKenzie LLP’s practice spans domestic and international tax planning, M&A, post-acquisition integrations, restructurings, financial products, and transfer pricing. The team is led by three partners spread across the US: Salim Rahim, a transfer pricing specialist based in Washington DC, Reza Nader in New York, whose expertise further encompasses digital taxation and bankruptcies, and Chicago-based Julia Skubis Weber. In Houston, Kai Kramer represents both issuers and underwriters in debt and equity offerings, while Maria Eberle anchors the firm’s SALT offering from New York – an area in which Lindsay LaCava is also an expert. DC-based Alexandra Minkovich is a regular port of call for clients operating in the life sciences, healthcare, retail, and manufacturing sectors.

Practice head(s):

Salim Rahim; Reza Nader; Julia Skubis Weber

Other key lawyers:

Kai Kramer; Maria Eberle; Lindsay LaCava; Alexandra Minkovich


‘The team’s technical tax advisors are business-savvy, practical and efficient.’

Key clients


AZZ, Inc.

BNP Paribas, BofA Securities, HSBC and J.P. Morgan


Brunswick Corporation


E. Stanley Kroenke

Work highlights

  • Advised Ecolab on its $3.7bn acquisition of Purolite, a provider of high-end ion exchange resins for separation and purification solutions.
  • Represented Regeneron in state and local tax matters across several states on various corporate income and sales matters.
  • Advised Instacart on its $350m acquisition of Caper AI, a leading AI powered shopping cart and checkout technology platform.

Holland & Knight LLP

Noted for its representation of multinational corporations in large transactions, Holland & Knight LLP also frequently advises high-net-worth individuals, family offices, entrepreneurs, foundations and other private clients in domestic and cross-border tax matters, working closely with the firm’s private wealth services group. Florida-based William Sherman‘s wide-ranging expertise spans a number of areas, including healthcare, real estate, transportation, and telecommunications. Sherman co-heads the practice with Dallas-based Todd Keator and Philadelphia-based John Martini. Also in Dallas is Mark Melton, who concentrates on investment fund formations, while Houston-based Roger Aksamit focuses on energy-related transactional tax matters. Washington DC-based Joshua Odintz is also recommended for his involvement in tax policy mandates.

Practice head(s):

William Sherman; Todd Keator; John Martini

Other key lawyers:

Mark Melton; Roger Aksamit; Joshua Odintz; Nicole Elliott


‘Practical, business-oriented, experienced, and easy to reach.’

‘They are involved in every step of the transaction, paying attention to minor details, resulting in comprehensive and complete advice.’

The team shows a great combination of modern tools, but with an exceptional good personal touch.’

Outstanding reputation for dealing with complex trust and estate matters from a US tax perspective.

Key clients

Takeda Pharmaceuticals USA

Global Business Alliance

Work highlights

  • Advised Takeda Pharmaceuticals USA on tax policy matters.
  • Represented Global Business Alliance before the US Department of the Treasury and Internal Revenue Service regarding changes to various tax regulations that are key to GBA members.

Hunton Andrews Kurth LLP

Hunton Andrews Kurth LLP maintains a solid presence in the renewable energy space, handling a significant volume of transactional tax matters due in large part to the specialization of Houston-based co-head Robert McNamara. The team is also noted for handling tax-driven entities such as MLPs and REITs, as well as structured finance and securitization matters, an area in which fellow co-head Cecelia Philipps Horner is an essential contact from the Richmond office. Also in Richmond, Kendal Sibley concentrates on public and private REITs and private investment funds. Other recommended individuals include Leslie Okinaka in New York and Houston-based partners Thomas Ford and Allison Mantor. Dallas-based William Freeman joined the firm in October 2022, bolstering the firm’s energy-related tax work.

Practice head(s):

Cecelia Philipps Horner; Robert McNamara

Other key lawyers:

Kendal Sibley; Thomas Ford; Allison Mantor; William Freeman; Leslie Okinaka; George Howell


They have an amazing team and have been leaders in their area. They are practical and very solutions oriented and have an extremely good understanding of the asset class.

Extremely knowledgeable across a number of tax practices, including partnership and REIT matters.

Cecilia Horner who runs the Hunton tax practice is amazing. I have worked with her for over 14 years in terms of fund structuring, deal structuring, financing and work-outs. Cecillla is smart, practical and an advocate for her clients. George Howell who was the former head of tax has also been a go to for us, operating in a similar manner to Cecilla. They are two of the best tax lawyers in the industry.’

Key clients


Ellington Financial

Lone Star/Caliber

Angelo Gordon

Chimera Investment Corporation


MFA Financial

Annaly Capital Management, Inc.

Wells Fargo

Ginnie Mae

Angel Oak

Entergy Louisiana, LLC


Nextera Energy Capital Holdings, Inc.

Duke Energy Corporation

Pacific Gas and Electric Company

Southern Company

Florida Power & Light Company

Healthcare Realty Trust Incorporated

Smithfield Foods, Inc.

Arlington Asset Investment Corp.

Work highlights

  • Assisted a syndicate of lenders with residential mortgage-backed securitizations as well as a number of debt financing arrangements.
  • Represented underwriters on a near $3.2bn securitization and private offering of asset-backed securities, secured by Louisiana Local Government Environmental Facilities and Community Development Authority.
  • Advised Healthcare Realty Trust Inc on its $7.75bn combination with Healthcare Trust of America, creating one of the nation’s largest owners of medical office buildings.

Linklaters LLP

Noted for its representation of leading private equity funds, Linklaters LLP‘s broad tax expertise covers funds, capital raising transactions, asset acquisition and disposition deals, and financing arrangements. M&A, capital markets, and internal restructurings are also core workflows for the group. Washington DC-based David Brockway is at the forefront of the firm’s tax planning offering, placing particular emphasis on matters with a cross-border element, while Max Levine in New York has experience in the taxation of partnerships, REITs, domestic and offshore companies, sovereign wealth funds, and tax-exempt investors. Notable arrivals include New York-based tech expert Gabriel Grossman from Goodwin, and Omer Harel from Davis Polk & Wardwell LLP in August 2022, who focuses on the European and Asian markets from the London office.

Practice head(s):

David Brockway; Max Levine

Other key lawyers:

Gabriel Grossman; Michelle Lo; Omer Harel

Key clients

Kohlberg Kravis Roberts & Co. L.P.



Ameriprise Financial, Inc.

Aermont Capital LLP

DRA Advisors LLC

Work highlights

Miller & Chevalier Chartered

Miller & Chevalier Chartered‘s federal tax practice in Washington DC possesses broad technical experience, spanning business transactions, reorganizations, tax accounting, financial products, and transfer pricing. Practice head Layla Asali handles international M&A and financings, with a particular focus on those concerning intellectual property. Rocco Femia is also noted for his cross-border acumen, representing large corporate clients in tax policy and transfer pricing mandates, an area in which Loren Ponds further excels. While Marc Gerson is sought out by clients in proceedings before Congress, the Treasury and the IRS, Stephen Gertzman represents federal agencies on matters of tax accounting. Corporate tax planning expert David Zimmerman and tax controversy specialist Alexander Zakupowsky are also names to note.

Practice head(s):

Layla Asali

Other key lawyers:

Rocco Femia; Marc Gerson; Stephen Gertzman; Loren Ponds; Alexander Zakupowsky; David Zimmerman

Key clients

American Fidelity Assurance Company

Garmin Ltd.

Nokia of America Corporation

Semiconductor Industry Association

Work highlights

Schulte Roth & Zabel LLP

Schulte Roth & Zabel LLP‘s strong reputation in private investment fund matters ensures that the firm is frequently engaged by leading hedge funds, private equity firms, and alternative asset managers. M&A, blockchain technology and digital assets, shareholder activism, and real estate are areas of particular expertise for the New York-based team. Practice co-head Alan Waldenberg specializes in investment funds, an area where David Wermuth is also instructed, while fellow co-head Shlomo Twerski handles hedge fund and management company structures. Also recommended are Philippe Benedict, who advises on transactions involving sales or spin-offs, securitizations and funds, and Elie Zolty, whose expertise further spans partnerships and REITs.

Practice head(s):

Alan Waldenberg; Shlomo Twerski

Other key lawyers:

Philippe Benedict; David Wermuth; Elie Zolty

Key clients

Cerberus Capital Management, L.P.

Pantera Capital

Pagaya Technologies

Kinetic Partners Management, LP

Anchorage Capital Group, L.L.C.

British Columbia Investment Management Corporation

Newlands Management Operations LLC

ITE Management L.P.

Investors Diversified Realty, LLC

Westport Capital Partners LLC

Work highlights

  • Advised Cerberus Capital Management, L.P. on the formation and operation of Cerberus SFR Opportunistic Partners, L.P. and Cerberus SFR Opportunistic QF Partners, L.P.
  • Advised Pantera Capital with the launch of Pantera Blockchain Fund LP, an innovative investment fund that pursues investments in venture capital in blockchain assets and liquid digital assets.
  • Represented Westport Capital Partners LLC on several fundraisings, including WCP SCP III, the Westport Industrial Real Estate Pledge Club, WCP Homebuilder Inventory Solutions, L.P. and WCP SFR Fund, L.P.

Sullivan & Worcester LLP

Sullivan & Worcester LLP maintains a robust presence in the REIT space, having handled a significant volume of M&A, spin-offs, and C-corporation conversions, an area in which practice co-head Ameek Ashok Ponda is a notable figure. Elsewhere, the team combines with the firm’s real estate, affordable housing, and corporate practices to provide advice in relation to opportunity zones. Fellow co-head Richard Jones concentrates on SALT litigation, while international tax head Douglas Stransky is regarded for his capabilities in US-based foreign investments and fintech-related ventures. REIT co-head Brian Hammell is also recommended. All named individuals are based in Boston.

Practice head(s):

Ameek Ashok Ponda; Richard Jones

Other key lawyers:

David Nagle; Christopher Curtis; Douglas Stransky; Brian Hammell; Marc Stern


‘Highly knowledgeable with an incredible work ethic.’

‘Douglas Stransky and Marc Stern are both excellent tax lawyers, with an admirable devotion to the legal practice.’

‘Knowledgeable, theoretical and practical group with especially strong REIT tax advice.’

Key clients

American Tower Corporation

Broadstone Group LLC

Equinix, Inc.

Tremont Mortgage Trust

Seven Hills Realty Trust

Industrial Logistics Properties Trust

OneTen Coalition, Inc.

Work highlights

  • Advised American Tower Corporation on its $10.1bn acquisition of CoreSite Realty Corporation.
  • Advised Broadstone Group and its principals, Doug Arnot and Mike Loynd, on several international tax issues, including those in connection with the 2028 Summer Olympic Games in Los Angeles.
  • Assisted One Ten Coalition, Inc. with their goal to hire and advance one million black individuals in America into family-sustaining jobs over the next ten years.

Willkie Farr & Gallagher LLP

Drawing on its close collaboration with the firm’s corporate, financial, real estate, and asset management groups, Willkie Farr & Gallagher LLP‘s sizeable tax practice handles all manner of domestic and international transactions. With Christopher Peters leading the practice, a seasoned advisor to private equity funds and insurance companies, the team is well-placed to tackle mergers, acquisitions, spin-offs, joint ventures, and capital markets deals – where Arthur Lynch is also an essential contact. Vadim Mahmoudov‘s expertise further spans bankruptcies and debt workouts, while Guy Inbar is experienced in the formation of REITs. Among other recommended individuals are Russell PinilisIsaac Silverstein, and the Houston-based Robert Jacobson.

Practice head(s):

Christopher Peters

Other key lawyers:

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


‘Christopher Peters and his team have always proactively provided practical and understandable tax advice.’

‘We worked with Christopher Peters and Isaac Silverstein on a complex divestiture transaction. They are knowledgeable, experienced, and willing to break down complex tax issues in a way that is understandable.’

‘The team, and in particular Arthur Lynch, has maintained exceptional relationships with the IRS that has helped clients to make strategic tax-related decisions. They remain highly ethical about how they utilize that access for the benefit of the client, without creating collateral risks for either the client or the IRS.’

‘Arthur Lynch is pragmatic and always provides an extensive list of options when helping the client to make a decision.’

‘The tax team works hand-in-glove with the firm’s M&A and structuring groups to make sure that all opportunities and concerns are considered.’

‘Yaniv Maman is incredibly responsive and thinks deeply about our business. He provides new ways of structuring deals with more tax efficiency.’

Key clients

Take-Two Interactive Software

Alleghany Corporation


Franklin Templeton

Insight Partners

PAI Partners

FFL Partners

Analytic Partners

First American Financial Corporation

Official committee of unsecured creditors of Avianca Holdings S.A. and its 38 affiliated debtors in their chapter 11 cases


Choice Hotels International, Inc.

Brookfield Asset Management

Fidelis Insurance Holdings Limited

Sixth Street

CM Group

Volante Global

Work highlights


Certified public accountant William Caporizzo co-heads the tax practice at WilmerHale, which counsels public and private companies on the tax implications of acquisitions, dispositions, and international restructurings. The team advises a strong mix of emerging and established entities, particularly those in the life sciences and tech sectors, as well as tax-exempt organizations, such as universities, museums, private foundations and charities. Julie Hogan Rodgers‘ sector-specific expertise further spans financial services, energy, and manufacturing. Matthew Schnall‘s wide-ranging knowledge encompasses partnership taxation and SALT issues, while Palo Alto-based Fred Adam handles fund formations, investment transactions, and financings. Clients also highly praise counsel Meghan Walsh. All named individuals are based in Boston unless noted otherwise.

Practice head(s):

William Caporizzo

Other key lawyers:

Julie Hogan Rodgers; Matthew Schnall; Fred Adam; Meghan Walsh


‘The experienced and concise tax team often outsmart their counterparts. What sets them apart is their pragmatism.’

‘William Caporizzo and Meghan Walsh are experienced and pragmatic, supporting us on numerous deals.’

Key clients



Analog Devices

Thermo Fisher Scientific

Houghton Mifflin Harcourt Publishing Company

Akamai Technologies

Fortive Corporation

Danaher Corporation

Altiostar Networks, Inc.

Tecan Group Ltd.

Wellington Management Company LLP

TechTarget, Inc.

Kala Pharmaceuticals

Work highlights

  • Advised PerkinElmer on its $5.25bn acquisition of BioLegend, a leading provider of life science antibodies and reagents.
  • Assisted Kinnevik, a leading European growth investor, with Walgreens Boots Alliance additional $5.2bn investment in VillageMD, a portfolio company of Kinnevik.
  • Advised Analog Devices, Inc. on various securities offerings, including $500m of floating rate senior notes, $750m of 1.700% sustainability-linked senior notes, $1bn of 2.100% senior notes, $750m of 2.800% senior notes, and $1bn of 2.950% senior notes.


With New York-based partners Patrick Fenn and Stuart Leblang at the helm, Akin has an established reputation in financial products matters, especially in the hedge and private equity fund space. The group in New York, which also includes Joshua Williams and Olivier De Moor, provides further advice on M&A and capital markets deals, international restructurings, and financings. Elsewhere, Houston-based Alison Chen anchors the firm’s MLP offering, with a particular focus on the energy sector – where seasoned corporate tax lawyer Julia Pashin is a key name, working from Dallas.

Practice head(s):

Patrick Fenn; Stuart Leblang

Other key lawyers:

Joshua Williams: Olivier De Moor; Alison Chen; Julia Pashin


‘We highlight Patrick Fenn as the head of the team, but there are several other members who work extremely well together in meeting our goals.’

‘Patrick Fenn understands the nuances of our complicated structure and he is able to simplify the flow for whatever transaction we may be contemplating. He has exceptional historical knowledge.’

Key clients

Official Committee of Opioid Related Claimants of Mallinckrodt

Blackstone Alternative Asset Management

Kennedy Lewis Investment Management LLC

Intelsat Jackson S.A. Ad Hoc Creditor Committee

ProKidney LP

Terran Orbital Corporation

Lyric Capital Group

Apollo Global Management

Diamondback Energy, Inc.

Vitol Green Gas LLC

Tapstone Energy Holdings, LLC

Genesis Energy, L.P.

Trinity Industries, Inc.

Frontera Generation’s First Lien Lenders

Talos Energy Inc.

CNX Resources

Cardinal Midstream Partners

HighPeak Energy, Inc.

Dorchester Minerals, L.P.

Renovo Resources LLC

Double Eagle Energy

Monarch Alternative Capital LP

Work highlights

  • Advised ProKidney LP on its $2.64bn business combination with an asset management firm.
  • Advised Terran Orbital on its $1.6bn business combination with Tailwind Two.
  • Advised Double Eagle on a $1.7bn deal with EnCap Investments L.P. This strategic partnership formed Double Eagle Energy Holdings IV, LLC and Tumbleweed Royalty IV, LLC.

Arnold & Porter

Arnold & Porter advises on federal, state, local, and international taxation concerns for a diverse roster of businesses, individuals, foundations, and governments. New York-based co-head Laurie Abramowitz, who is also a member of the firm’s life sciences and financial services groups, handles the tax aspects of M&A for private equity funds and public companies, in addition to her financing and restructuring expertise. Fellow co-head James Joseph focuses his practice on tax-exempt organizations, working with a mix of public charities, private foundations, international NGOs, and trade associations on various business ventures – an area in which Bridget Weiss further excels. Other recommended individuals include the REIT-focused Joseph Howe and estate planning expert Thomas Richardson. All named lawyers are based in Washington DC unless noted otherwise.

Practice head(s):

James Joseph; Laurie Abramowitz

Other key lawyers:

Bridget Weiss; Joseph Howe; Thomas Richardson; Cara Koss

Key clients

Sheryl Sandberg & Dave Goldberg Family Foundation

Mark Foundation for Cancer Research

American Clean Power Association

Gilbert Family Foundation

Joyce Foundation


Independent Living Association

Novartis US Foundation

James Beard Foundation

Markle Foundation

Work highlights

Bracewell LLP

Drawing on its broad national presence, Bracewell LLP continues to field a team with highly specialized tax knowledge pertaining to transactions and advisory issues in the energy sector. In New York, tax chair Elizabeth McGinley advises major public corporations and funds on carbon capture projects, such as federal tax credit matters, while Houston-based managing partner Gregory Bopp‘s MLP expertise attracts upstream and midstream companies in North America, as well as investment banks. Also in Houston, Todd Greenwalt and Brian Teaff specialize in tax-exempt financings, whereas Austin-based Victoria Ozimek concentrates on state and local government financings, including single and multifamily housing, school, and airport ventures. Another recommended individual is New York-based Steven Lorch, whose recent work involves energy storage, carbon sequestration, and biomass projects.

Practice head(s):

Elizabeth McGinley; Gregory Bopp

Other key lawyers:

Todd Greenwalt; Victoria Ozimek; Brian Teaff; Steven Lorch

Key clients

Navigator CO2 Ventures LLC

City of Houston, Texas Airport System

Cedar Bayou Navigation District

Altus Midstream Company

Apache Corporation

Competitive Power Ventures, Inc.

Allegiance Bancshares, Inc.

Baylor University

Texas Department of Housing and Community Affairs

Work highlights

  • Representing Navigator CO2 Ventures LLC, a portfolio company of BlackRock Global Energy & Power Infrastructure Fund III, to develop an industrial scale carbon capture system.
  • Advised City of Houston, Texas Airport System in four transactions totalling over $1.36bn for the Houston Airport System.
  • Represented Apache Corporation in its $805m divestiture of primarily non-operated properties across west Texas and southeast New Mexico in the Delaware Basin.

Choate, Hall & Stewart

Choate, Hall & Stewart‘s Boston-based tax practice specializes in complex middle-market transactions, with a focus on advising leading private equity funds, venture capital funds, and their portfolio companies. M&A involving both strategic and financial buyers, international tax planning, and investment fund formations are all core workflows for the group. Practice head Louis Marett is a key point of contact for the firm’s extensive private equity fund clientele, while Judith Fiorini‘s expertise further spans matters involving partnerships, foreign tax credits, and cryptocurrencies. Olivier Léger advises private equity fund sponsors at all stages of their operations, with a dual focus on fund formations and portfolio company acquisitions and divestitures.

Practice head(s):

Louis Marett

Other key lawyers:

Judith Fiorini; Olivier Léger


‘Excellent combination of technical expertise and creativity. The team makes every effort to solve issues in an efficient and timely manner. They communicate effectively and provide quality insight into the risks associated with different courses of action.’

‘Olivier Leger articulates technical tax issues in a way that all parties can understand, outlining the risks associated with different alternatives.’

Key clients

Riverside Partners

Serent Capital

TrueBridge Capital Partners

Ecobee, Inc.

Cove Hill Partners

Mathnasium Holdings LLC

Creation Technologies International Inc.

Spectrum Equity

Great Hill Partners

Sverica Capital

Cooley LLP

Cooley LLP‘s experienced bench of tax practitioners is well-versed in M&A, SPACs, and initial public offerings. In San Diego, practice head Todd Gluth handles multi-billion-dollar deals for clients operating in the technology, healthcare, and retail sectors. Los Angeles-based Alexander Lee specializes in SPACs, with further sector-specific expertise in media, biotech, and fintech. In addition to her solid M&A acumen, Washington DC-based Eileen Marshall is the go-to advisor for convertible note offerings.

Practice head(s):

Todd Gluth

Other key lawyers:

Alexander Lee; Eileen Marshall


‘Todd Gluth provides an outstanding service. What is unique about Gluth is his desire to accumulate all the information needed to achieve our goals.’

‘This team is practical, responsive, and mindful of dynamics.’

‘Eileen Marshall is highly recommended.’

‘Technically exceptional, concise, and extremely responsive.’

‘Cooley’s level of expertise coupled with a genuine interest in their clients’ businesses make the firm stand out from the rest.’

‘Alexander Lee is a wise counselor with deep expertise.’

Key clients


Honest Company

Meredith Corporation


JP Morgan Securities

Morgan Stanley & Co. LLC

Bank of America Securities


Charles River Laboratories

Snap, Inc.


Dutch Bros


Horizon Therapeutics


Pure Storage




Andreessen Horowitz

Work highlights

  • Represented Meredith Corporation in the sale of its National Media Group to IAC’s Dotdash for $2.7bn.

Curtis, Mallet-Prevost, Colt & Mosle LLP

Curtis, Mallet-Prevost, Colt & Mosle LLP is well-regarded for its record in both middle-market and billion-dollar transactions, with work spanning M&A, joint ventures, restructurings, fund formations and investments, and financings. Practice co-head Marco Blanco, who splits his time between New York, Paris and Geneva, represents a diverse international clientele comprising investment fund managers, sovereign wealth funds, and family offices. Fellow co-head Klas Holm advises both corporations and partnerships on big-ticket transactions. Olga Beloded is highly recommended for her capabilities in the oil and gas space. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Marco Blanco; Klas Holm

Other key lawyers:

Olga Beloded


‘Particularly strong in transactions with a cross-border element.’

‘Marco Blanco always looks for practical solutions to complex problems.’

‘Olga Beloded has a great eye for detail and leaves no stone unturned in addressing complex tax issues.’

Key clients


Brevet Capital Management


Burgan Bank

United Gulf Bank


Crowdstreet Advisors, LLC

Work highlights

  • Advising Evonik Industries AG on a $600m post-acquisition restructuring.
  • Assisting United Gulf Bank, part of Kuwait Project Company (Holding) with their private equity fund investment program.
  • Advised Brevet, a large global investment fund manager, on a broad range of transactions and other matters relating to investments and funds.

Hughes Hubbard & Reed LLP

Hughes Hubbard & Reed LLP‘s New York-based tax group continues to handle a significant volume of transactions in the area of equipment and aviation finance, where Alan Kravitz has deep experience advising various underwriters, issuers and lenders. Practice head Andrew Braiterman focuses on domestic and international M&A, equipment leasing, financial products, and hedge and private equity funds. Spencer Harrison is the main point of contact for the firm’s not-for-profit clientele, while Charles Wachsstock handles tax issues arising from employment and separation agreements, as well as compensation programs – where counsel Erin DeCecchis further excels.

Practice head(s):

Andrew Braiterman

Other key lawyers:

Spencer Harrison; Charles Wachsstock; Alan Kravitz; Erin DeCecchis; Justin Cohen


‘Andrew Braiterman is practical, commercial, intellectual, and knowledgeable. He has an exceptional ability to identify effective solutions to complex transactions.’

‘Alan Kravitz is a bright, diligent lawyer with a strong ability to communicate complex concepts clearly.’

‘Andrew Braiterman is experienced, skilled and possesses broad knowledge across multiple industries. His excellent work is aided by the strong team he has supporting him.’

‘Andrew Braiterman is a leader in the tax space.’

Key clients

CF Acquisition Corp. VI

Kensington Capital Acquisition Corp. IV

Wipro Limited

Santander Consumer Holdings

Wipro Limited

ANI Pharmaceuticals

Griffin Global Asset Management

BNP Paribas

CF Finance Acquisition Corp. VIII

Wafra Capital Partners

Greenbriar Equity Group

The Republic of Paraguay



Work highlights

  • Advised CF Acquisition Corp. VI on its $2.1bn merger with Rumble Inc, which took the Canadian neutral video platform public.
  • Advised the arrangers, lenders and agents (including Citibank, Goldman Sachs, BofA Securities, Deutsche Bank, Morgan Stanley and RBC Capital Markets) on a $2bn senior secured credit facility to Setanta Aircraft Leasing DAC.
  • Advised Santander Consumer USA Holdings Inc’s $2.5bn sale to parent company and majority shareholder Santander Holdings USA Inc, which took the Dallas-based auto lending and consumer finance company private.

Morris, Manning & Martin, LLP

As a result of its expertise in partnership taxation, Morris, Manning & Martin, LLP provides effective tax planning for complex corporate alliances and investment funds. Limited liability companies, S corporations and other flow-through entities are also core areas of strength for the group. Practice head Aresh Homayoun concentrates on federal income tax issues, with a particular focus on REITs, while Matt Wochok‘s practice covers capital markets offerings and financial products, in addition to his core transactional expertise. Atlanta-based Anthony Boggs is also recommended for his cross-border transactional acumen. All named individuals are based in Washington DC unless noted otherwise.

Practice head(s):

Aresh Homayoun

Other key lawyers:

Matt Wochok; Anthony Boggs


‘In-house expertise helps with a variety of corporate challenges. I have been impressed with their responsiveness from the beginning.’

‘Matt Wochok has a wealth of knowledge and is always responsive, steady and confident.’

Key clients

CIM Real Estate Finance Trust

K1 Capital Advisors, LLC

American Healthcare REIT, Inc.

Modiv, Inc.


Village Marketing


Parker, Smith & Feek

Work highlights

  • Represented CIM Real Estate Finance Trust in its $6.1bn merger with CIM Income NAV.
  • Represented a client on the merger of two related REITs and the acquisition of the affiliated management company, as well as all related federal income tax matters.
  • Represented SchoolInfoApp in its sale to Edlio.

Pillsbury Winthrop Shaw Pittman, LLP

Drawing on its expansive national presence, Pillsbury Winthrop Shaw Pittman LLP regularly advises on the full range of transactional tax matters. San Francisco-based Julie Divola handles domestic and cross-border M&A, with a particular focus on the technology sector, while in Los Angeles, Jorge Medina anchors the firm’s tax equity and credit finance offering. Also in Los Angeles, Brett Willis is highly experienced in the area of private equity. On the East Coast, private wealth co-head Michael Kosnitzky advises high-net-worth individuals, families, and privately held businesses from Miami. Counsel and cryptocurrency expert Joshua Becker, splits his time between New York and Miami.

Practice head(s):

Michael Kosnitzky; Julie Divola

Other key lawyers:

Jorge Medina; Brett Willis; Joshua Becker


‘High quality tax lawyers with exceptional accessibility.’

‘Julie Divola is an exceptional tax lawyer. She is knowledgeable, diligent, and always forms special relationships with her clients.’

Key clients



Archaea Energy


Caban Systems

Chanel, Inc.

CMS Energy

Digital Currency Group

Eagle Four Partners

Fiume Capital Enterprises

Joblio, Inc

JSR Corporation

Kirei USA, LLC


Material Bank

Mitsubishi Hitachi Power North America

MSUITE Corporation

NextEra Transmission, LLC

O’Shaughnessy Holding Company, LLC

Poses Family Foundation

Sentynl Therapeutics, Inc.

Shikun and Binui America



Work highlights

  • Assisted a multi-billion-dollar foundation in structuring an incubator fund to help start-ups with charitable purposes.
  • Represented Amazon on its restructuring of recently acquired entities.


BakerHostetler‘s nationwide practice works on the full-scope of tax-based mandates. Practice head and managing partner of the firm’s Washington DC office Jeffrey Paravano navigates complex tax issues relating to acquisitions, dispositions, restructurings and tax planning. In Cleveland, Michelle Hervey advises on the full scope of federal tax issues, while Alexander Szilvas focuses on tax credit finance matters for real estate projects, an area in which Nathan Ware is also an expert. John Lehrer is a regular port of call for clients operating in the media and hospitality sectors. Other recommended individuals include Alexander Reid and Matthew Elkin. All named lawyers are based in DC unless noted otherwise.

Practice head(s):

Jeffrey Paravano

Other key lawyers:

John Lehrer; Michelle Hervey; Alexander Szilvas; Nathan Ware; Alexander Reid; Matthew Elkin

Key clients

Charles G. and Kathleen F. Moore

Pacific Gas & Electric

The Sherwin-Williams Company

Progressive Insurance Company

51 Maple Street LLC

901 South Broadway

310 Retail LLC

Harbor Lofts

The E.W. Scripps Company

Battery Council International and Association of Battery Recyclers

US Chamber of Commerce

American Red Cross

Fanatics, Inc.


John F. Kennedy Center for the Performing Arts

Work highlights

Cahill Gordon & Reindel LLP

Cahill Gordon & Reindel LLP advises public and private companies, including leading global financial institutions, on the tax aspects of M&A and capital markets transactions, private equity and mezzanine investments, and restructurings. The group is led by Craig Horowitz, whose expertise further spans international tax planning and REITs, while Ann Creed routinely advises on debt and equity financing matters, particularly those with a strong cross-border element. Aliza Levine is a regular port of call for investment banks and insurance companies. All named individuals are based in New York unless noted otherwise.

Practice head(s):

Craig Horowitz

Other key lawyers:

Aliza Levine; Ann Creed


‘The team possess deep industry knowledge and are responsiveness to any queries.’

‘Craig Horowitz is the best in the business.’

Key clients


Arch Capital Group

Audax Mezzanine

Bank of Montreal

BNP Paribas

Broadridge Financial Solutions

Cable One


Credit Suisse

Deutsche Bank

Healthcare Royalty Partners

Houlihan Lokey

ICON plc



Morgan Stanley




S&P Global


Trans World Entertainment/Kaspien


Wells Fargo

Work highlights

  • Advised Shutterstock, Inc. on its $210m acquisition of Pond5.
  • Advised S&P Global’s Sustainable1 business on its acquisition of The Climate Service, Inc.
  • Advised Shutterstock, Inc. on its acquisition of Splash News.

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered is highly experienced in corporate and partnership taxation, executive compensation, and financial products. The group is also noted for its private client offering, advising individuals and families on domestic and cross-border tax and estate planning issues, an area in which practice co-head Beth Kaufman, Anne O’Brien, and Megan Wernke are essential contacts. In New York, fellow co-head Jonathan Brenner steers a number of deals for hedge funds and high-net-worth individuals. Elizabeth Stevens‘ broad expertise encompasses partnerships, limited liability companies, and S corporations. All named individuals are based in Washington DC unless stated otherwise.

Practice head(s):

Jonathan Brenner; Beth Kaufman

Other key lawyers:

Anne O’Brien; Elizabeth Stevens; Megan Wernke


‘Smart, hands-on and accessible tax team with an understanding of what is important to the client.’

‘Jonathan Brenner thinks about our business holistically without being asked to do so. He retains knowledge of the entire structure and is able to point out potential pressure points in transactions before being asked for his opinion.’

Work highlights


Drawing on its sizeable national reach, Dentons‘ practice encompasses corporate taxation, partnerships, real estate, tax credits, and restructurings. Kansas City-based Bruce Davison is experienced in M&A and private equity financings, while in St Louis, Nick Kappas specializes in federal tax credit transactions and tax-exempt bond financing at the state and local level. Salt Lake City-based Mark Astling focuses on the tax considerations for limited liability companies. Other recommended individuals include Louisville-based Ross Cohen and Kansas City-based Kelli Wikoff. Former co-head Ron Aulbach left the firm in January 2023.

Practice head(s):

Bruce Davison; Nick Kappas; Mark Astling

Other key lawyers:

Ross Cohen; Kelli Wikoff

Key clients

US Bancorp Community Development Corporation

St. Louis Development Corporation

Midwest Renewable Capital, LLC

Southern Bancorp Bank

Advantage Capital Partners

Antectic Inc.

Taglich Private Entity

Action Rental Equipment

Great Range Capital

Nutrition 101, Inc.

Work highlights

  • Advising US Bancorp Community Development Corporation on transactions crossing the its entire tax credit portfolio, including renewable energy and low-income housing tax credit financings.
  • Represented Great Range Capital on its acquisition of Repairs Unlimited, LLC.
  • Advised Nutrition 101 and a related entity, Nutrition 101 Transport, on their sale to a portfolio company of Altamont Capital Partners.

Greenberg Traurig LLP

Greenberg Traurig LLP is recommended for its capabilities in domestic and international M&A, capital markets and financial products, real estate investments, and SALT planning. Tampa-based James Lang handles a significant volume of tax-related matters; his practice encompasses tax incentive programs, qualified opportunity zones and related financings, tax credits, and state and federal incentive programs. Babak Nikravesh joined the firm's Silicon Valley office in September 2023 coming from Morrison Foerster.

Other key lawyers:

James Lang; Babak Nikravesh

Key clients

Bridge Investment Group, LLC

PTM Partners, Fund I and Fund II

CapZone Analytics

Pinnacle Partners

The 4R Foundation, Inc.

Bridge Investment Group, LLC

Work highlights

  • Acted as fund formation counsel and Qualified Opportunity Zone tax counsel to Bridge Investment Group, LLC.
  • Acted as Qualified Opportunity Zone tax counsel to CapZone Impact Investments.

K&L Gates

K&L Gates‘ corporate tax practice works with a broad range of clients, including both Fortune 500 companies and start-ups, as well as individuals and tax-exempt entities. New York-based co-head Adam Tejeda is a key port of call for private equity, credit and real estate funds across the full gamut of tax matters, while in Charlotte, fellow co-head Jared Mobley advises on the tax and business aspects of limited liability companies, S corporations, and other flow-through entities, in addition to his estate planning expertise. Dallas-based Sam Megally is noted for his specialization in SALT matters across the technology, aviation, and healthcare sectors.

Practice head(s):

Adam Tejeda; Jared Mobley

Other key lawyers:

Jared Mobley; Sam Megally; Randy Clark; Kevin Stichter; Mitch Weiss


‘I have observed the intellect and tax planning abilities of Mitch Weiss over the last ten years. He is superior and the person to whom I have directed all referrals when in need of a tax practitioner.’

‘The team has a positive and collaborative attitude and is a pleasure to work with.’

‘Adam Tejeda is a star performer.’

‘The tax team are always willing to collaborate, making them a pleasure to work with.’

‘The team are happy to jump onto a call, even at the busiest of times or if it is unclear that it will lead to an engagement. There has never been any pushback and I know that I will always get an initial answer.’

‘I have thoroughly enjoyed working with Adam Tejeda.’

‘Proactive and knowledgeable in Texas-related franchise tax.’

‘I was impressed by the knowledge and practical experience of the attorneys at K&L Gates.’

Key clients

Hexagon AB

Carousel Capital Partners VI, L.P.

Caisse de depot et placement du Quebec and Fonds de solidarite FTQ

W.A. Kendall & Company, LLC

Falfurrias Capital Partners, L.P.

Burke Porter Group

Partners Group

Work highlights

  • Represented Hexagon AB on its $2.8bn acquisition of Infor LLC and its affiliates.
  • Advised Carousel Capital Partners VI on the purchase of a majority investment in Reliance Partners, with a tax focus on pre-closing restructuring for rollover investors and purchase price allocation issues.
  • Assisted Burke Porter Group with its sale to AEA Investors for over $1bn.


Under the leadership of transactional tax chair Saul Rudo, Katten is well-placed to handle the tax aspects of M&A, private equity and venture capital transactions, management compensation arrangements, and fund formations. Rudo is further experienced in the establishment and operation of family offices. Federal income tax expert Valentina Famparska often works in close collaboration with the firm’s healthcare, sports, financial services, and trusts and estates groups on various tax matters. All named individuals are based in Chicago.

Practice head(s):

Saul Rudo

Other key lawyers:

Valentina Famparska

Key clients

Netrix, LLC

North Branch Capital

PSP Capital Partners, L.L.C.

Sterling Partners

West Monroe Partners, LLC

Breakout Funding, LLC

Work highlights

  • Assisted Sterling Partners with the merger of its portfolio company Platinum Dermatology Partners, a network of high-quality dermatology practices, with West Dermatology, a portfolio company of leading health care services investor Sun Capital Partners.
  • Advised PSP Capital Partners LLC on its acquisition of StormTrap LLC.
  • Advised an affiliate of PSP Capital Partners LLC on its acquisition of Ntiva, Inc.

Kramer Levin Naftalis & Frankel LLP

Known for its presence in the entertainment and sports sectors, Kramer Levin Naftalis & Frankel LLP is regularly engaged on middle-market M&A, real estate transactions, bankruptcies, and capital asset planning. Practice head Barry Herzog, whose expertise further spans debt and equity offerings and executive compensation, is often instructed by corporations, partnerships and limited liability companies in the M&A arena. Federal, state and local tax specialist Pamela Capps is a key contact for the firm’s real estate clientele, while Abraham Reshtick focuses on private equity funds. All named individuals are based in New York.

Practice head(s):

Barry Herzog

Other key lawyers:

Pamela Capps; Abraham Reshtick


‘The tax team were clear and focused on the issues that mattered. They clearly knew the tax law, both nationally and internationally.’

Key clients

Stone Point Capital LLC

Sabal Capital Partners LLC


Mitsui Fudosan America

New Valley Realty

Broadview Real Estate Partners

BlackRock, Inc.

Sentinel Capital Partners

Rialto Capital

The NPD Group

Focus Financial Partners Inc.

VICI Properties Inc.

Capstar Special Purpose Acquisition Corp.

Institutional Shareholder Services Inc.

Euclid Transactional LLC

Camtek Ltd.

Work highlights

  • Advised Stone Point Capital LLC on a number of transactions, including the $425m sale of its portfolio company Finxera Holdings Inc. to Priority Technology Holdings Inc.
  • Acted as lead bankruptcy counsel to a large group of funds holding over $5.5bn in face amount of unsecured claims against LATAM Airlines.
  • Advised Rialto Capital on a strategic minority investment by CNO Financial Group Inc.

Reed Smith LLP

Reed Smith LLP‘s core areas of expertise include domestic and international transactional tax, executive compensation, private client planning, and state and local taxation. Practice co-head James Tandler advises on the tax aspects of cross-border M&A, with a particular focus on the music sector, while fellow co-head Angelo Ciavarella‘s transactional capabilities further span the healthcare and life sciences arenas. Chicago-based Arnold Grant is renowned for his understanding of renewable energy incentives and transactions. Other names to note include IP licensing specialist Simon Kliegman and Houston-based federal tax expert Ron Scharnberg. All named individuals are based in New York unless stated otherwise.

Practice head(s):

James Tandler; Angelo Ciavarella

Other key lawyers:

Arnold Grant; Simon Kliegman; Ron Scharnberg

Work highlights

Seyfarth Shaw LLP

In addition to its formidable reputation in real estate capital markets and M&A, Seyfarth Shaw LLP is noted for its involvement in the tax-exempt organization space, having advised domestic hospitals, universities, and other charitable entities. Chicago-based co-head and corporate department chair Steven Meier specializes in alternative investment programs, including Qualified Opportunity Funds and other similar exchanges, while fellow co-head John Napoli focuses on real estate fund formations, such as REITs and UPREITs. Rotem Bar-Kokhva's transactional acumen attracts a number of private equity funds and hedge funds. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Steve Meier; John Napoli

Other key lawyers:

Rotem Bar-Kokhva; Douglas Mancino; Ofer Lion


‘The team offers a mix of substantive knowledge and practical deal-making expertise. They are technical, but their approach is always practical, which makes them extremely pleasurable to work with.’

‘John Napoli is a senior member of the real estate tax bar and a very well-respected deal maker.’

‘Rotem Bar-Kokhva is a rising star within the real estate tax bar and is an extremely talented lawyer.’

Work highlights

Brown Rudnick LLP

Brown Rudnick LLP has a strong reputation in restructurings, debt workouts, and bankruptcy reorganizations, with recent highlights including a series of high-stakes Chapter 11 cases. With Nicole Bouchard at the helm, the firm’s capabilities extend to domestic and international corporate transactions, many of which involve private equity funds, hedge funds, and other ownership structures. In addition to his transactional and restructuring acumen, Vincent Guglielmotti specializes in executive compensation, an area in which Boston-based Barbara Klepper is also an expert. Barbara Kelly is also recommended for her deep experience in bankruptcies and restructurings. Boston-based Rodney Bedow joined the practice from Burns & Levinson, LLP in October 2022. All named individuals are based in New York unless stated otherwise.

Practice head(s):

Nicole Bouchard


Other key lawyers:

Vincent Guglielmotti; Barbara Kelly; Barbara Klepper; Rodney Bedow


‘Collaborative, communicative, and always up to date on the ever-changing tax law.’

‘I have always had an excellent experience with Barbara Kelly. She is focused, diligent, and always incredibly responsive.’

Key clients

The Official Committee of Unsecured Creditors: Revlon, Inc.

Governmental Plaintiffs Ad Hoc Committee: Mallinckrodt Pharmaceuticals

Governmental Plaintiffs Ad Hoc Committee: Purdue Pharma

Official Committee of Talc Claimants: LTL Management LLC

Coalition of Abused Scouts for Justice: Boy Scouts of America

Justice John K. Trotter, trustee of the PG&E Fire Victim Trust, and his successor Cathy Yanni

Official Committee of Equity Security Holders: Washington Prime Group, Inc.

Ad Hoc Committee of Unsecured Noteholders: Alpha LATAM

Official Committee of Unsecured Creditors: Basic Energy Services

Eric D. Green, Special Master and Trustee of Restitution Funds

SSCP Asset Management d/b/a Snapbox Self Storage

NextPoint Acquisition Corp


Special Committee of the Board of Directors (Electric Last Mile Solutions)

HWM Group


Work highlights

  • Advising committees on a range of tax issues in Chapter 11 cases, including Revlon, LTL Management LLC (Johnson & Johnson), and Mallinckrodt and Purdue Pharmaceutical.
  • Advised ProFrac on its $93m stock-for-stock acquisition of U.S. Well Services, including the implications of its up-C structure and debt considerations.
  • Advised BioGaia on the $30m acquisition of its St Louis-based distributor.

Duane Morris LLP

Duane Morris LLP‘s federal, state, and local tax expertise attracts a broad range of business entities, including corporations, partnerships and limited liability companies, as well as private clients and tax-exempt organizations. Chicago-based Adam Beckerink heads up the firm’s SALT offering – an area in which public accountant Stanley Kaminski is also an expert. In Philadelphia, practice co-head Stephen DiBonaventura has experience in M&A, spin-offs, and restructurings for financially troubled businesses, while Hope Krebs is noted for her international planning expertise. Newark-based David Sussman specializes in private investment funds and capital markets.

Practice head(s):

Stephen DiBonaventura; Brian Kerwin

Other key lawyers:

Adam Beckerink; Stanley Kaminski; Hope Krebs; Thomas Ostrander; David Sussman; Jon Grouf; Thomas Schmuhl; Reshma Shah


‘The internal communication between partners and senior associates is excellent. The team is responsive and always willing to assist, with an exceptional understanding of the challenges that face inbound individuals, US businesses, and Americans abroad.’

‘Technically excellent, commercially minded, and empathetic.’

‘Hope Krebs has successfully steered a number of deals for us.’

Key clients

StateHouse Holdings, Inc./Patients Mutual Assistance Collective Corporation

Life Insurance Corporation of India / President of India

Four Springs Capital Trust

ICICI Securities

American Racing and Entertainment, LLC

Sterling National Bank


Valley Republic Bancorp

Southern California Bancorp

Catalent, Inc.

Better Collective A/S

XTAL BioStructures, Inc


Insight Direct USA, Inc.


Kelly Cutrone

Millennium Parking Garages LLC

Patrick BMW

PCM Sales

Jitender Singh

Work highlights

Jones Walker LLP

Leveraging its sizeable presence in the Gulf South region, Jones Walker LLP is routinely sought after for its expertise in state and local taxation, particularly across the energy, manufacturing, healthcare, transportation, and retail sectors – areas in which Jesse Adams is a specialist. Elsewhere, New York-based Alysse McLoughlin focuses her SALT planning on issues facing financial services companies. Kelly Rushin Lewis anchors the firm’s tax credit finance offering from Birmingham, and Jonathan Katz specializes in historic rehabilitation tax credit and opportunity zone programs. William Backstrom‘s extensive experience spans the full range of entities with Louisiana-based operations. Andre Burvant is also recommended. All named individuals are based in New Orleans unless stated otherwise.

Practice head(s):

William Backstrom; Jonathan Katz; Kelly Rushin Lewis; Jesse Adams

Other key lawyers:

Drew Marlar; John Fletcher; Aileen Thomas

Work highlights

Neal, Gerber & Eisenberg LLP

Neal, Gerber & Eisenberg LLP‘s Chicago-based practice is most active in matters pertaining to domestic and international tax and business planning, SALT, and unclaimed property compliance. Practice head and certified accountant Jeffrey Shamberg‘s wide-ranging national clientele comprises REITs, hedge funds, start-ups, partnerships and LLCs, public and private corporations, and high-net-worth individuals. John Biek is highly experienced in the emerging field of unclaimed property. Eric McLimore works with a number of for-profit and tax-exempt clients. Former co-head Scott Bakal left the firm in March 2022.

Practice head(s):

Jeffrey Shamberg

Other key lawyers:

John Biek; Eric McLimore

Key clients

Omeda Inc.

Work highlights