Firms To Watch: US taxes: non-contentious

Jointly led by the Los Angeles-based Michael Chan and the Del Mar-based Amy Tranckino , Sheppard, Mullin, Richter & Hampton LLP offers good coverage across California, advising a diverse array of high-profile productions studios, distributors, and security companies on the full gamut of transactional and tax planning issues.

US taxes: non-contentious in United States

Cleary Gottlieb Steen & Hamilton

Cleary Gottlieb Steen & Hamilton is routinely sought out by a litany of market-leading corporates and sovereign wealth funds for its expertise in big-ticket transactional work. Over the past year, the team has continued to concentrate its position as an advisor in the continuation funds space, while also continuing to assist clients with the tax aspects of major M&A deals and Chapter 11 restructurings, often working in tandem with the firm’s Latin American offices. Spearheading the practice from New York are Jason Factor , a specialist in private equity and hedge fund taxation, and Diana Wollman, who is noted for her expertise in audits and investigations. James Peaslee‘s wide-ranging financial tax practice encompasses structured finance, financial products, and financial institutions, while he is especially noted for the depth of his expertise in securitization transactions.  William McRae is a key contact for many of the firm’s sovereign wealth fund clientele, while the ‘outstandingMeyer Fedida focuses on cross-border transactions. Corey Goodman  has left the practice. All named lawyers are based in New York.

Practice head(s):

Jason Factor; Diana Wollman

Other key lawyers:

William Mcrae; James Peaslee; Meyer Fedida

Testimonials

‘Meyer Fedida is outstanding to work with, both for his technical expertise and his excellent client service. He is responsive, clear, and very good at understanding our particular needs and sensitivities as a client. He has also done an excellent job of bringing strong associates into the relationship.’

‘Meyer Fedida is a very talented tax lawyer who always makes himself available when needed.’

Key clients

Warburg Pincus

Astound Broadband

SoftBank Group International

Artius Acquisition Inc.

ArcelorMittal

Brookfield Asset Management

American Express

Global Healthcare Exchange

ITOCHU International Inc.

International Seaways

Vivendi

TPG

KKR

Sixth Street

The Carlyle Group

Work highlights

  • Assisting Allied Universal in its £3.8bn acquisition of G4S.
  • Assisting Cascade Investment in the acquisition of Signature Aviation, as part of a consortium with Blackstone and Global Infrastructure Partners.
  • Assisting Brookfield Asset Management in the chapter 11 restructuring of a major publicly traded hospitality REIT and its operating partnership.

Cravath, Swaine & Moore LLP

A formidable roster of blue-chip entities turn to Cravath, Swaine & Moore LLP for its capabilities in domestic and multinational tax structuring, spanning mergers, spin-offs, joint ventures, SPACs and private equity fund formations at the highest echelons of the market. The practice is led by the ‘brilliant’ Lauren Angelilli , whose recent highlights include multi-billion dollar acquisitions in the healthcare and life sciences arenas. Stephen Gordon is noted for his expertise in corporate finance and joint ventures, while Leonard Teti’s broad skillset encompasses both transactions and IRS audits. Ronald Creamer, who joined from Sullivan & Cromwell LLP in September 2021, is recognized especially for his cross-border acumen. Newly promoted partners Andrew Davis and Arvind Ravichandran are noted for their strengths in M&A tax and private equity investments, respectively. Kara Mungovan  has left the practice, while Andrew Needham and Michael Schler have retired. All named lawyers are based in New York.

Practice head(s):

Lauren Angelilli

Other key lawyers:

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

Testimonials

‘In our view, Lauren is the rarest of individuals in the tax legal landscape — she is not only a brilliant tax lawyer but but also possesses the unique ability to distill complex tax matters into digestible nuggets and communicate them clearly and logically to the client.’

 

Key clients

Amazon

Ashland

GreenSky

IBM

Johnson & Johnson

Northrop Grumman

Quibi

Robinhood

Scientific Games

SPANX

Thermo Fisher Scientific

Viatris

 

Work highlights

  • Advising Johnson & Johnson in the planned separation of its Consumer Health business, which will create two global leaders.
  • Advising Thermo Fisher Scientific in connection with its pending $20.9 billion acquisition of PPD.
  • Advising Amazon in connection with its pending $8.45bn acquisition of MGM.

Davis Polk & Wardwell LLP

Davis Polk & Wardwell LLP’s renowned practice consistently works with an array of top-tier investment banks and premier multinationals from the worlds of consumer goods, energy, media, and technology. The team is jointly led by managing partner Neil Barr and tax head David Schnabel, both of whom routinely advise on some of the largest corporate transactions in the market. Po Sit is sought out by various financial institutions for his broad capabilities and multi-jurisdictional knowledge, working on M&A deals, derivative products, and partnerships, often involving Hong Kong, Taiwan and the PRC. Michael Farber is noted for his expertise regarding financial instruments and capital markets activity, while Lucy Farr concentrates chiefly on corporate finance taxation matters. Corey Goodman works with corporation and private equity houses on the full range of federal income tax issues, while William Curran is a key contact for MNCs on account of his capabilities in cross-border internal group restructurings. All named lawyers are based in New York.

Practice head(s):

Neil Barr; David Schnabel

Other key lawyers:

Po Sit; Michael Farber; Lucy Farr; Corey Goodman; William Curran

Debevoise & Plimpton LLP

Debevoise & Plimpton LLP is well regarded by a diverse blue-chip clientele for its significant capabilities in a range of corporate and commercial tax matters, ranging from fund formations to bankruptcy proceedings and public and private financings. Recent highlights for the team include major, multinational acquisitions for market-leading players in the media and industrial sectors. The practice is jointly led by Peter Furci , a specialist in private investment funds, and Peter Schuur , who concentrates on corporate transactions in the insurance sector – where Daniel Priest is also a key contact. Gary Friedman is noted for his fluency in multi-jurisdictional M&A and financings, while the ‘practical and commercialMichael Bolotin is a regular port of call for REIT formation, real estate joint ventures, and equipment finance matters. Erin Cleary handles both US and international private equity fund formations. All named lawyers are based in New York.

Practice head(s):

Peter Furci; Peter Schuur

Other key lawyers:

Daniel Priest; Gary Friedman; Michael Bolotin; Erin Cleary

Testimonials

‘The Debevoise tax team is one of the most commercial and user-friendly groups in the industry. They can distil thorny concepts and issues with grace and clarity, and that advice helps guide our business team in reaching their objectives. They are always available and work efficiently through any topic we bring to their attention.’

‘Peter Furci is a brilliant mind and our go-to resource for the most challenging questions we face in tax areas.’

‘Michael Bolotin is practical, commercial, and understands our business — offering thoughtful solutions to complex issues.’

Key clients

American International Group

Assurant, Inc.

The Blackstone Group

Clayton, Dubilier & Rice

Core & Main

Discovery Communications Inc.

Domtar Corporation

Huntsworth

International Paper

JP Morgan Investment

Massachusetts Mutual Life

Metropolitan Life Insurance Company

Mobilux Acquisition

Prudential Financial

Prudential PLC

Schneider Electric Holdings, Inc.

Solenis LLC

Fried, Frank, Harris, Shriver & Jacobson LLP

Instructed by numerous leading corporations and financial institutions, Fried, Frank, Harris, Shriver & Jacobson LLP is highly capable in the full gamut of tax matters, including real estate transaction structuring, capital markets deals, and multi-billion dollar fund formations in both the private equity and hedge fund arenas. The team is jointly led by the Washington DC-based Alan Kaden, a renowned corporate transactional tax expert, and New York-based David Shapiro, who routinely assists both private equity and mezzanine funds in both financing and deal-based matters. DC-based Michael Alter‘s broad federal income tax practice spans acquisitions, reorganizations, as well as debt and equity securities offerings, while Michelle Gold concentrates on fund sponsors in private equity and hedge fund formations. Christopher Roman is recommended for his knowledge of alternative investment funds and funds-related M&A, including REITs. Joseph Fox routinely advises on capital markets, financings, and derivatives transactions, while Libin Zhang largely focuses on REITs and sovereign wealth funds. DC-based Shane Hoffmann has a wide-ranging practice that notably includes partnership taxation and international tax planning. All named lawyers are based in New York unless stated otherwise. Washington DC-based Jason Schwartz, who routinely advises various financial services players, including banks and insurers, on the tax considerations regarding CLOs, REMICs, and private equity funds, joined from Cadwalader, Wickersham & Taft LLP in March 2022.

Practice head(s):

Alan Kaden; David Shapiro

Other key lawyers:

Michael Alter; Michelle Gold; Christopher Roman; Joseph Fox; Libin Zhang; Shane Hoffmann; Jason Schwartz

Testimonials

‘Excellent problem solving skills and super abilities to explain tax concepts and issues to the uninitiated.’

‘Eli Weiss is my hero.’

‘The tax team is excellent. They are knowledgeable and up to date all the the tax law changes. They are also very responsive, wonderful communicators, and problem solvers. They look to do the work in the most efficient matter possible, while getting their clients the best results.’

‘We work closely with Alan Kaden and Shane Hoffman. What makes them great to work with is they are comfortable and knowledgeable about all tax subject matter. Also, a lot of other firms know them them, so they bring instant credibility.’

‘Technically proficient, well resourced, proactive, and dedicated.’

‘Mike Alter is humble and collaborative.’

‘Very creative, down-to-earth, reliable, and tenacious in their client representation.’

‘We really enjoy working with Mike Alter and Alan Kaden. They have such a deep knowledge of tax and our industry.’

Key clients

AEA Investors

Apollo Management LP

Bain Capital

BlackRock

Blackstone

Blue Yonder

Brookfield Asset Management

Dyal Capital / Blue Owl Capital

Extended Stay America

Goldman Sachs & Co.

Humana Inc.

Lockheed Martin Corporation

LumiraDx

Morgan Stanley

Neuberger Berman

Permira

ProQuest

RedBird Capital Partners

Sinclair Broadcast Group, Inc.

T-Mobile

Tradeweb Markets Inc.

Work highlights

  • Advising ProQuest in its pending acquisition by Clarivate plc from a sellers group led by Cambridge Information Group and two large private equity firms with a transaction value of $5.3bn.
  • Advised Blue Yonder and selling shareholders New Mountain Capital and Blackstone in the $8.5bn sale of Blue Yonder to Panasonic Corporation.
  • Advised RedBird Capital Partners on several engagements, including its investment into Fenway Sports Group alongside LeBron James and Maverick Carter.

Kirkland & Ellis LLP

The internationally renowned team at Kirkland & Ellis LLP works with a broad spectrum of industry leaders on the full gamut of tax matters. The team is especially known for its prolific Chapter 11 restructuring capabilities, as well as its involvement in numerous big-ticket M&A transactions and investment fund formations. The practice is jointly headed up by Chicago-based Todd Maynes, a debt restructuring and tax litigation specialist, and New York-based Dean Shulman, a highly experienced advisor in all manner of transaction structuring mandates. Also in New York, Sara Zablotney is recognized for her capabilities in big-ticket transactions, with recent highlights including a series of high-value acquisitions for some of the country’s leading private equity firms. Gregory Gallagher and Mike Carew are noted for their respective strengths in domestic and cross-border deal structuring, while New York-based David Grenker focuses on restructurings, and public and private debt issuances. The Chicago-based William Levy possesses decades of experience in real estate transactions, restructurings and corporate reorganizations. In recent months, the firm has been on a significant hiring streak, with notable recent additions including the REIT-focused Mark Schwed from Weil, Gotshal & Manges LLP in April 2021 and the renewable energy tax specialist Sophia Han from Orrick, Herrington & Sutcliffe in May 2021. All named lawyers are based in Chicago unless noted otherwise.

Practice head(s):

Todd Maynes; Dean Shulman

Other key lawyers:

William Levy; Sara Zablotney; Gregory Gallagher; Mike Carew; David Grenker; Mark Schwed; Sophia Han

Testimonials

‘Their level of experience in dealing with complex tax issues is unmatched.’

‘Our two lead tax lawyers are David Wheat and Todd Maynes, and in our opinion they are the best in the country in guiding us through the thorniest of tax issues and finding a way to explain the very complicated issues in a manner that we can understand.’

 

Key clients

Abry Partners

Advent International

Alight Solutions

Bain Capital

Celanese

Cerberus Capital Management

Danaher

Frontier Communications

Grubhub

Hellman & Friedman

Intelsat S.A.

Koninklijke Ahold Delhaize

Neiman Marcus Group (NMG)

Nordic Capital

Owl Rock Capital Group

Pamplona Capital Management-backed Parexel

Starwood Capital

Verizon

WPX Energy

Latham & Watkins LLP

Widely regarded for its formidable transactional tax focus, Latham & Watkins LLP underscores its reputation with steady stream of big-ticket instructions for some of the largest corporates and financial institutions on the planet. The team routinely works on multi-billion dollar transactions, IPOs, and restructuring proceedings for high-profile clients from the worlds of tech, consumer goods, aviation, and life sciences. Chicago-based transactional tax chair Joseph M. Kronsnoble handles the full spectrum of tax matters, and is particularly renowned for his expertise in bankruptcy reorganizations and debt restructurings. New York-based global tax chair Jiyeon Lee-Lim is most active in matters pertaining to financial products, capital markets transactions, securitization transactions, and cross-border tax planning, with recent highlights including the NASDAQ listing of cryptocurrency platform Coinbase Global Inc. Also in New York, Lisa Watts regularly works with  private equity firms, publicly-traded companies, and REITs on a host of corporate and partnership taxation issues. On the west coast, San Francisco-based Grace Lee is a key contact for US federal income tax matters, while the Los Angeles-based Samuel Weiner is regularly sought out for his deep expertise in loss preservation and cancellation of debt. San Francisco-based Kirt Switzer is recommended for his expertise in bankruptcy and insolvency restructurings, while Pardis Zomordi - who splits her time between LA and Century City - regularly advises REITs on a broad spectrum of transactional matters. The DC-based Andrea Ramezan-Jackson is also recommended.  

Practice head(s):

Joseph M. Kronsnoble; Jiyeon Lee-Lim

Other key lawyers:

Lisa Watts; Grace Lee; Samuel Weiner; Kirt Switzer; Pardis Zomordi; Andrea Ramezan-Jackson

Key clients

CoinBase Global

Blackstone Energy

Oatly Group AB

American Airlines

Nestle

AirBnB

Spotify

Endeavor Group

Energy Transfer

Occidental Petroleum

Chevron Corporation

Authentic Brands

Hyatt Hotels

Leonard Green

Mallinckrodt Pharmaceuticals

Advanced Micro Devices

Callaway Golf Company

Hippo Insurance

Slack Technologies

Work highlights

  • Advised Oatly on the tax aspects associated with its $1.6bn initial public offering.
  • Advised Mallinckrodt Pharmaceuticals on the tax aspects associated with its Chapter 11 cases, which includes over $5bn in funded debt and contingent liabilities.
  • Advised Slack Technologies on the tax aspects of their $27.7bn acquisition by Salesforce.

Mayer Brown

Working collaboratively across multiple offices, Mayer Brown is well versed in the full gamut of high-value tax matters, working with an array of well-known clients from the worlds of telecoms, consumer goods, industrial commodities, shipping, financial services, and investment banking. The team is particularly regarded for its capabilities in securitization and structured finance, while in recent months renewables, fund work, and real estate investments have all proven to be vibrant work streams. Chicago-based James Barry works with both high-net-worth individuals and US corporations on domestic and international tax planning matters, while New York-based Jason Bazar ‘s broad expertise encompasses both financings and business combinations. Mark Leeds is a capital markets expert with key experience in over-the-counter derivative transactions and swaps, while Lucas Giardelli focuses on international tax planning for a diverse cross-section of multinationals. Palo Alto-based Remmelt Reigersman assists various issuers and institutional investors in financing transactions and regarding structured products. New arrivals in Summer 2021 include global tax energy co-chair Greg Matlock, who has joined the Houston office from EY, and Amanda Rosenberg, a renewable energy investment specialist who joined the Los Angeles office from Norton Rose Fulbright. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

James Barry; Jason Bazar

Other key lawyers:

Mark Leeds; Lucas Giardelli; Remmelt Reigersman

Key clients

Altice N.V. & Altice USA Inc.

The Dow Chemical Company

Hartford Financial Services Group

Macquarie Group Limited

Nestlé SA

Caterpillar

Société Générale

World Shipping Council

The Jordan Company

Sotheby’s Inc.

Work highlights

  • Represented Square, Inc. in its acquisition of Credit Karma Tax.
  • Represented CDK Global, Inc. in the $1.45bn sale of its CDK international segment to Francisco Partners Management, L.P.
  • Represented Lone Star Funds in the $1.68bn sale of its portfolio company, Caliber Home Loans, Inc., to New Residential Investment Corp., combining two leading non-bank originators and servicers of mortgage loans.

McDermott Will & Emery LLP

Highly rated by clients for their broad capabilities, the ‘indispensable' team at McDermott Will & Emery LLP assists a myriad of clue-chip corporates on high-value transactions and tax planning mandates. Jointly led by Jane Wells May  and Washington DC-based Tim Shuman, the team is also noted for its robust restructuring practice, most recently working with major Fortune 500 companies in online retail and consumer goods. Wells May specializes in state and local tax matters, while Shuman is especially well versed in domestic and cross-border deals, restructurings and liquidations. Damon Lyon is noted for his knowledge of multi-jurisdictional business structures, while the DC-based Caroline Ngo ‘s broad practice encompasses tax-efficient structuring and the application of bilateral income tax treaties. Lowell Yoder handles cross-border transactions for a range of clients from the worlds of tech, pharmaceuticals, e-commerce, and financial services. New York-based John Lutz specializes in structured finance, derivatives, and hedge funds. Meaghan Wolfe, who joined from Baker McKenzie LLP in July 2021, focuses on US federal income tax issues for numerous MNCs. All named lawyers are based in Chicago unless stated otherwise.

Practice head(s):

Jane Wells May; Tim Shuman

Other key lawyers:

Damon Lyon; Caroline Ngo; Lowell Yoder; John Lutz; Meaghan Wolfe

Testimonials

‘Practical, efficient, honest, responsive, knowledgeable.’

‘I have worked with the tax group at McDermott Washington and McDermott Chicago. They are the indispensable go-to firm on serious tax issues involving internal and external reorganizations, Tax Treaty issues, US taxation of foreign income (GILTI and Subpart F), and cross-border payments potentially exposed to BEAT. The Washington office has unmatched intellectual capacity and expertise in these areas.’

‘Michael Wilder has an encyclopedic knowledge of how 368 transactions have evolved in the era of cross border global capital flows; good judgment about when to worry and when not to worry.’

‘David Noren has deep experience in the process that led to the modern treaty network (limitation of benefits, zero withholding on dividends) and first rate analytic capacity.’

‘Caroline Ngo delivers keen insights on how to make sense of the regulatory minefield developed by the Treasury to rewrite the statutory provisions.’

Key clients

Coty

Chevron

Panera Bread (JAB Holding Company)

Illinois Tool Works Inc. (ITW)

Bank of America Securities, Inc.

Procter & Gamble

Paul, Weiss, Rifkind, Wharton & Garrison LLP

Paul, Weiss, Rifkind, Wharton & Garrison LLP‘s eminent tax practice advises on both major transactions and restructurings, working on big-ticket M&A, multi-jurisdictional spin-offs, and take-privates for MNCs and financial institutions alike. Brad Okun is a regular port of call for the firm’s investment management clientele, routinely advising on multi-billion dollar acquisitions with targets operating across multiple sectors. Scott M. Sontag is a highly experienced advisor to public companies and private equity funds, most notably in REIT-related transactions. Jeffrey Samuels‘ renowned public company tax practice sees him advising on some of the most consequential deals in the market place, with recent highlights including twelve-figure transactions in the media sector. In addition to his active M&A tax practice, Robert Holo anchors the group’s bankruptcy offering, working with a number of creditor groups on Chapter 11 and restructuring proceedings. David W. Mayo ‘s most recent instructions include a number of high-value private equity transactions, while Lindsay Parks is a trusted advisor to the firm’s investment management and REIT clientele. Cross-border specialist Brian Krause joined the team from Skadden, Arps, Slate, Meagher & Flom LLP in April 2021.

Practice head(s):

Brad Okun, Scott Sontag, Jeffrey Samuels, Lindsay Parks

Other key lawyers:

David W. Mayo; Brian Krause; Robert Holo

Key clients

Advanced Publications

Apollo Global Management

Brooks Automation

Cenovus Energy

Chevron Corporation

Conair Corporation

General Atlantic

General Electric

The Goodyear Tire & Rubber Company

IBM Corporation

IG Group

Kohlberg & Company

KPS

Lehigh Hanson

MGM

Nuance Communications

PRA Health Sciences

QTS Realty Trust

 

Simpson Thacher & Bartlett LLP

Simpson Thacher & Bartlett LLP is consistently sought out by a myriad of household name corporates, private equity houses, and banks for its capabilities in major corporate transactions and financings. The team is especially renowned for its fund formation practice, handling many of the largest fundraisings in recent years for some of the biggest names in the space. Jointly spearheading the practice from New York are Nancy Mehlman, a seasoned corporate tax lawyer with significant experience acting for private equity houses, and Marcy Geller, whose broad practice encompasses M&A, REITs, and corporate restructurings. Jonathan Goldstein specializes in private investment fund formations and financial institution tax advisory, while Russell Light‘s recent highlights include big-ticket SPACs and investments in the healthcare and technology sectors. Andrew Purcell handles multi-billion dollar spin-offs for some of the largest global players in the tech sector, while Washington DC-based Benjamin Rippeon, who joined from Gibson, Dunn & Crutcher LLP in March 2021, is noted for his fluency in REIT and sovereign wealth fund matters. Clients praise Sophie Staples for her ‘attentive, focused, and knowledgeable’ approach to a broad spectrum of transactions, including joint ventures and securities offerings. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Nancy Mehlman; Marcy Geller

Other key lawyers:

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

Testimonials

‘Great familiarity with private equity structures, implications during IPO process, and ability to work well with our attest firm tax advisors.’

‘Sophie Staples was attentive, focused, knowledgeable, and always provided practical solutions as we worked through legal entity based restructuring to achieve our IPO goals. Sophie was always prepared for meetings and provided context and non-US investor implications I was unaware of.’

 

Key clients

Alibaba Group

Apax Partners

Apollo Global Management

The Blackstone Group L.P.

The Carlyle Group

Centerbridge Partners

Dell Technologies Inc.

Digital Colony

EQT

GFL Environmental

Hellman & Friedman

Hilton Worldwide

Ingersoll Rand

Johnson Controls

J.P. Morgan

Kohlberg Kravis Roberts & Co., L.P.

Lightyear Capital

Macquarie Capital

Microsoft Corporation

New Mountain Capital

People’s United Bank

Rockpoint Group

Silver Lake

The Toronto-Dominion Bank

Versum Materials

ZoomInfo Technologies

Work highlights

  • Represented Dell Technologies in connection with the spin-off its 81% equity ownership interest in VMware, Inc.
  • Represented Blackstone, Carlyle and Hellman & Friedman in connection with their majority investment in Medline Industries, Inc.
  • Represented Hellman & Friedman in connection with its latest flagship fund, Hellman & Friedman Capital Partners X, which closed at $24.4bn.

Skadden, Arps, Slate, Meagher & Flom LLP

Skadden, Arps, Slate, Meagher & Flom LLP is noted for its capabilities in big-ticket transactions and corporate restructuring mandates, working with a spectrum of blue-chip clients from the worlds of real estate, energy, chemicals, healthcare tech, and private equity. Washington DC-based global tax head Eric Sensenbrenner is especially renowned for his transactional tax planning credentials, especially in deals with a distinct cross-border element. The New York-based Steven Matays routinely advises on mergers and acquisitions, spin-offs and debt and equity offerings, with recent highlights including big-ticket de-SPACs in the financial services sector. On the West Coast, Palo-Alto based Nathan Giesselman is regularly sought out by the firm’s private equity and entertainment sector clientele for his tax planning abilities, while Chicago group head David Polster is recommended for partnership transactions, IPOs, and REITs. 

Practice head(s):

Eric Sensenbrenner

Other key lawyers:

Steven Matays; Nathan Giesselman; David Polster

Weil, Gotshal & Manges LLP

Widely praised by its high-profile clientele, the ‘brilliant and incredibly creative’ Weil, Gotshal & Manges LLP draws on its close interdisciplinary ties with the firm’s private funds group, advising on numerous capital raisings for established market players and up-and-comers alike. Led by the highly experienced federal income tax specialist Joseph Pari, who splits his time between the firm’s New York and Washington DC offices, the team regularly handles multi-billion dollar corporate and capital markets transactions, and bankruptcies for some of the biggest entities in the world. Stuart Goldring is widely recognized as one of the preeminent advisors for financially troubled companies, working with debtors, creditors, and investors on the full range of proceedings. Chayim Neubort assists various MNCs active in a range of sectors with internal tax planning and reorganization matters, while Noah Beck works chiefly with private equity sponsors and their portfolio companies on transactional tax issues. DC-based Graham Magill‘s federal income tax practice encompasses both high-value deals and restructurings, with recent highlights including major acquisitions in the pharmaceutical sector. Prominent recent hires include private investment fund expert Andrew Morris, who joined from Linklaters LLP in November 2021. Stanley Ramsay and Mark Schwed  have left the practice. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Joseph Pari

Other key lawyers:

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

Testimonials

‘All of Weil’s tax lawyers are smart and creative, but the bankruptcy team, led by Stuart Goldring, is light years ahead of any other firm’s.’

‘Stuart Goldring – he’s the bankruptcy tax god who literally wrote the book on bankruptcy tax. He’s also a delight to work with and speak with.’

‘The team I work with understands tax issues faced by corporations utilizing the U.S. Bankruptcy code to restructure its debt. The Weil team is an expert in this area with years of exceptional experience.’

‘Same comments as above – the individuals I work with understands tax issues faced by corporations utilizing the U.S. Bankruptcy code to retructure its debt. The Weil team is an expert in this area with years of exceptional experience.’

‘Brilliant team and incredibly creative.’

 

Key clients

Advent International

AltC Acquisition Corp.

American Securities

Amherst Holdings, LLC

ATI Physical Therapy Holdings, LLC

Basic Energy Services, Inc.

Berkshire Partners

Blackstone

Brookfield Asset Management

Brooks Brothers

CBL & Associates Properties, Inc.

CEC Entertainment Inc.

ChargePoint, Inc.

Churchill Capital Corp

Core-Mark Holding Company, Inc.

Definitive Healthcare Corp.

EQT Partners

First Light Acquisition Group, Inc.

First Watch Restaurants, Inc.

Foley Trasimene Acquisition Corp.

Fortistar Sustainable Solutions Corp.

Fortress Value Acquisition Corp.

Front Yard Residential Corporation

Genstar Capital

The Gores Group

GI Partners

Healogics, Inc.

ICG Strategic Equity

Leafly Holdings, Inc.

LTS (Jorge Paulo Lemann Fund)

Magellan Health, Inc.

Micron Technology, Inc.

MSP Recovery, LLC

Maxim Integrated Products, Inc.

MGM Resorts International

Providence Equity Partners

PSG

QuickChek Corporation

Restaurant Brands International

Sears Holdings Corporation

Sanofi

SiriusXM

Speedcast

TPG

Vonage Holdings

 

Work highlights

  • Advising MSP Recovery, LLC on the tax aspects its pending $32.6bn business combination with Lionheart Acquisition Corp. II, a SPAC sponsored by Lionheart Equities and Nomura Securities International.
  • Advising Maxim Integrated Products, Inc. on the tax aspects its pending $21bn sale to Analog Devices, Inc.
  • Advising MGM Resorts International on the tax aspects of the pending acquisition of MGM Growth Properties LLC in a transaction with a total enterprise value of approximately $17.2bn.

Gibson, Dunn & Crutcher LLP

While especially regarded for its expertise in oil and gas M&A and MLP energy deal structuring, the team at Gibson, Dunn & Crutcher LLP is also frequently engaged on private equity transactions, fund formations, and capital markets work by a number of well-known corporations and financial institutions. Practice head Eric Sloan, who works between the firm’s New York and Washington DC offices, specializes in the use of partnerships and limited liability companies in a broad spectrum of transactions, including Up-C IPOs. In California, Dora Arash advises both corporations and partnerships on big-ticket transactions, tax-free reorganizations, and debt offerings. Edward Wei‘s wide-ranging practice encompasses public company spin-offs, split-offs, and Reverse Morris Trusts for clients in the consumer goods, media, and pharma sectors. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Eric Sloan

Other key lawyers:

Dora Arash; Edward Wei

Key clients

Special Committee of the Board of Directors of VMWare

Platinum Equity

Pioneer Natural Resources Company

Stone Canyon Industries

Amazon.com, Inc.

Contango Oil & Gas Company

Rockpoint Group, L.L.C.

Welltower Inc.

Crestone Peak Resources, LP

Magnite, Inc.

Morgan, Lewis & Bockius LLP

Fielding a sizeable team with broad national coverage, Morgan, Lewis & Bockius LLP is highly rated for its energy sector credentials and global capital formation practice, advising on major deals and investments for a number of the world’s leading sovereign wealth funds. Partnership taxation, REITs, and private equity fund structuring issues are also core workflows for the group. In Boston, co-practice head Daniel Nelson regularly works with global institutional investors on various inbound real estate and infrastructure investments, an area in which Meghan McCarthy is also an essential contact. Washington DC-based Peter Daub and Scott Farmer are recommended for their deep knowledge of tax considerations for US-based multinationals, while Kathryn Hambrick works with sponsors and global investors on cross-border investments in the Americas. Philadelphia-based Paul Gordon is noted for his niche expertise in energy project financings and life science technology transfer transactions.

Practice head(s):

Daniel Nelson

Other key lawyers:

Meghan McCarthy; Kathryn Hambrick; Richard Zarin; Paul Gordon

Key clients

FinTech Acquisition Corp.

MSP Sports Capital

Iron Mountain Inc.

HollyFrontier

10X Capital Venture Acquisition Corp.

Rexnord Corp.

Verizon Communications Inc.

Apollo Global Management, LLC

NextEra Energy

Fanatics

Work highlights

  • Representing Rexnord Corp., which has entered into a definitive agreement with Regal Beloit Corp. under which Rexnord will separate its Process & Motion Control (PMC) segment by way of a tax-free spin-off to Rexnord shareholders and then combine it with Regal in a Reverse Morris Trust (RMT) transaction.
  • Representing 10X Capital Venture Acquisition Corp., a publicly traded special-purpose acquisition company, in its merger with REE Automotive.
  • Represented FinTech Acquisition Corp. IV, a publicly traded special-purpose acquisition company, in its entry into definitive agreements to effect a business combination with entities comprising the advisory management business of Perella Weinberg Partners.

Paul Hastings LLP

Paul Hastings LLP maintains a robust nationwide presence, working with a diverse roster of corporations, banks, and financial services companies on high-value transactional and advisory mandates. New York-based practice head Joseph Opich is well-versed in all manner of tax issues, ranging from securitizations to fund formations. David Makso is especially experienced in leveraged finance, securities and capital markets, with recent highlights including complex REIT structure investments for real estate investment partnerships. Orange County-based Douglas Schaaf specializes in the issuance of financial instruments, while Palo Alto office head Thomas Wisialowski  is highly experienced in the structuring of corporate venture capital and real estate transactions. Greg Nelson ‘s Houston-based practice revolves around master limited partnerships and tax-efficient transaction structuring in the energy sector. In Chicago, Ziemowit Smulkowski focuses on the taxation of private equity-backed investments and M&A for privately held companies. California and New York-qualified Lucas Rachuba joined the San Francisco office from Ernst & Young LLP in early 2021.

Practice head(s):

Joseph Opich

Other key lawyers:

David Masko; Douglas Schaaf; Thomas Wisialowski; Greg Nelson; Ziemowit Smulkowski; Lucas Rachuba

Testimonials

‘The Paul Hastings Tax team is top-notch and business-oriented. They provide great advice on “deal time”.’

‘They are the most responsive lawyers I have ever worked with and always have insightful advice, from both a technical and practical perspective. They also tailor their advice for my industry, which is extremely helpful.’

‘Paul Hastings’ tax group is outstanding and expert in conveying highly complex rules in an easy to understand manner coupled with a deep insight to tax planning optimization.’

‘The lawyers in Paul Hastings’ tax group, and especially Joseph Opich, are subject matter experts and bring years of experience to bear on the tax problems/challenges/opportunities of their clients.’

‘Paul Hastings are our sole tax attorneys. They take the lead in solving diverse and complex problems, work extremely hard, are always available and their billing is eminently fair. The intellectual breadth of the team is impressive as is their collegiality and work ethic, even under difficult circumstances. The quality of their advice is first rate in every respect.’

‘David Makso is our main counterpart at Paul Hastings. He stands out as a thought leader and team worker, is a good listener and explainer, understands complex questions instantly and is creative with his solutions without being reckless. He is always available, even at odd times or time zones and is even keeled and steady in all situations. He is by far the best tax attorney we have worked with in 25 years.’

‘One stop, best of the best.’

‘Tom Wisialowski is my go-to tax expert.’

Key clients

Intel Corporation

GI Partners

CrossAmerica Partners, LP

Francisco Partners

IFM

STG Partners

Compass Diversified Holdings

White Oak Global Advisors

Ashton Woods USA

Moody’s Corporation

TierPoint

Lexington Realty Trust

Jasper Therapeutics

Seaport Global Acquisition Corp.

Inverness Graham Investments

ODX, LLC (an indirect subsidiary of Enova International, Inc)

Madison Industries

NGL Energy Partners

Cred, Inc.

Work highlights

  • Advising CrossAmerica Partners on ensuring that the income it derived satisfied the 90% qualifying income test and thereby retained its partnership status.
  • Represented Moody’s Corporation on the tax aspects of its $2bn agreement to acquire RMS.
  • Assisted Jasper Therapeutics on a $100m go-public transaction via a reverse SPAC merger and $100m PIPE financing transaction with Amplitude Healthcare Acquisition Corp.

Proskauer Rose LLP

Proskauer Rose LLP is highly regarded for its capabilities in fund formation tax structuring, routinely advising on complex, high-value ventures for a myriad of blue-chip entities. Practice head Ira Bogner leads the team on a host of big-ticket acquisitions, divestitures, and investments for clients from the worlds of media, healthcare, logistics, private equity, banking, and financial services. David Miller is recommended for his diverse sector focus and a far-reaching skillset that spans financial instruments and derivatives, corporate partnerships, and private foundations. In addition to her expertise in private investment funds, Amanda Nussbaum maintains a robust sports law focus, working with various teams and leagues on the full gamut of tax issues. In Boston, Arnold May and Jeremy Naylor‘s private equity-focused practice sees the pair advising institutional investors, governmental investors, and pension trusts on investments, joint ventures, and  internal organization matters. Promoted to partner in November 2021, Janicelynn Park assists clients with secondary transactions and investment partnerships across various asset classes. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Ira Bogner

Other key lawyers:

David Miller; Amanda Nussbaum; Arnold May; Jeremy Naylor; Janicelynn Park

Key clients

Atlas Holdings

Bessemer Venture Partners

CapRock Partners

Church & Dwight

Ethos Veterinary Health

Flagship Pioneering

Goldman Sachs

Greenspring Associates

iHeartMedia

Lendlease Development, Inc.

MidCap Financial Trust

Morgan Stanley Capital Partners

Murray Metallurgical Coal Holdings, LLC

Redfin

Shamrock Capital Advisors

Stamps.com

Tax Credit Co. LLC

Watermill Group

Work highlights

  • Represented Stamps.com in its definitive agreement to be acquired by Thoma Bravo for $6.6bn.
  • Represented Atlas Holdings LLC on the first and final close of its fourth private equity investment fund, Atlas Capital Resources IV LP. Atlas closed ACR IV at its hard cap of $3.1bn.
  • Represented Church & Dwight Co. in its acquisition of Matrixx Initiatives, Inc. for $530m.

Ropes & Gray LLP

Ropes & Gray LLP‘s sizeable practice handles the full range of transactional and advisory tax matters. Led by Elaine Murphy , recent highlights for the team include multi-billion dollar NASDAQ listings, acquisitions, and take-privates, as well as a steady stream of deals for clients in the healthcare and life sciences sector.  Amanda Holt focuses on real estate investment structuring, while Kendi Ozmon is routinely sought out by a number of non-profit organizations operating across a variety of industries. Pamela Glazier works with an array of private equity firms on transaction structures and financings, while New York-based Jim Brown is highly experienced in asset management and credit fund tax matters, with particular expertise in crypto and other digital currencies. All named lawyers are based in Boston unless stated otherwise.

Practice head(s):

Elaine Murphy

Other key lawyers:

Amanda Holt; Kendi Ozmon; Pamela Glazier; Jim Brown

Key clients

University of Southern California

Bain Capital

BrightSphere Investment Group

Harvard University

Ironwood Pharmaceuticals

E-mart Inc.

The Michael’s Companies

Astra Space

Harvard Pilgrim Health Care

Aquiline Capital Partners

Advent International

Ares Management

Audax Group

Sculptor Capital Management

CBRE

Harvest Partners

TSG Consumer Partners

TPG Capital

Work highlights

  • Represented TPG Capital on tax matters in connection with a simultaneous carve-out acquisition of AT&T’s television business including AT&T TV and DirecTV and purchase of 30% stake in the newly carved out business for $1.8bn.
  • Advised Harvard Pilgrim Health Care in its $8bn combination with Health Plan Holdings.
  • Represented Astra Space on tax matters with respect to its $2.1bn business combination with Holicity, a special purpose acquisition company.

Shearman & Sterling LLP

Jointly led from New York by Michael Shulman and Larry Crouch, Shearman & Sterling LLP is highly rated for its eminent public M&A tax practice, handling a number of financings and transactions with a strong cross-border element. The team also regularly advises a number of private equity and sovereign wealth funds on both formation and investment matters. Shulman is recommended for his expertise in onshore and offshore investment funds, while Crouch – who splits his time between New York and Menlo Park – is a key contact for REIT issues. In Washington DC, Kristen Garry and Jay Singer are noted for their respective strengths in securitizations and spin-offs. Dallas-based Ryan Bray is a key port of call for emerging growth companies seeking assistance with choice-of-entity decisions, financings, and other corporate deals. Julia Pashin left the firm in early 2022.

Practice head(s):

Michael Shulman; Larry Crouch

Other key lawyers:

Kristen Garry; Jay Singer; Ryan Bray

Key clients

Hitachi, Ltd.

SAP SE and Qualtrics International Inc.

Fenway Sports Group, LLC

Ardagh Group S.A.

Lanxess Corporation

TELUS International

Microvast, Inc.

Bakkt Holdings, LLC

MDH Acquisition Corporation

CSW Industrials

ViacomCBS Inc.

Boston Scientific Corporation

Intapp, Inc.

Citibank, N.A.

DBAG Fund VI and Deutsche Beteiligungs AG

EnCap Flatrock Midstream, Tall Oak Midstream II and Tall Oak Midstream III

Bunge Limited

NIC Inc.

HalioDx

Fantasy Sports Shark, LLC

Mubadala Investment Company

Next Insurance Inc.

Abertis Infraestructuras, S.A. and Manulife Investment Management

Intercontinental Exchange, Inc.

Texas Instruments Incorporated

Celanese Corporation

Glatfelter Corporation

salesforce.com

Hitachi, Ltd.

SAP SE and Qualtrics International Inc.

Fenway Sports Group, LLC

Ardagh Group S.A.

Lanxess Corporation

TELUS International

Microvast, Inc.

Bakkt Holdings, LLC

MDH Acquisition Corporation

CSW Industrials

ViacomCBS Inc.

Boston Scientific Corporation

Intapp, Inc.

Citibank, N.A.

DBAG Fund VI and Deutsche Beteiligungs AG

EnCap Flatrock Midstream, Tall Oak Midstream II and Tall Oak Midstream III

Bunge Limited

NIC Inc.

HalioDx

Fantasy Sports Shark, LLC

Mubadala Investment Company

Next Insurance Inc.

Abertis Infraestructuras, S.A. and Manulife Investment Management

Intercontinental Exchange, Inc.

Texas Instruments Incorporated

Celanese Corporation

Glatfelter Corporation

salesforce.com

Work highlights

  • Advised Qualtrics International Inc. in its carve out of Qualtrics from SAP, and Qualtrics’ initial public offering and its acquisition of Clarabridge, Inc.
  • Advised Lanxess on its acquisition of Emerald Kalama Chemical from American Securities.
  • Advised Fenway Sports Group in a significant investment by RedBird Capital Partners LLC.

White & Case LLP

White & Case LLP‘s New York-based practice is consistently engaged on big-ticket transactions, restructurings, and other advisory mandates for a range of blue-chip clients from the worlds of private equity, shipping, energy, pharmaceuticals, and real estate. Global tax head and IP and securities specialist Sang Ji leads the team, overseeing numerous multi-billion dollar M&A structuring and tax planning matters. David Dreier focuses on bank financing and securitization transactions, while Steven Gee is recommended for his expertise in intellectual property. In Los Angeles, Andrew Kreisberg regularly advises clients on fund formations, joint ventures, and REITs. IPO and business combination specialist Scott Fryman joined the practice from Kirkland & Ellis LLP in June 2021. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Sang Ji

Other key lawyers:

David Dreier; Steven Gee; Andrew Kreisberg; Scott Fryman

Testimonials

‘Very experienced with a deep bench strength that can handle all aspects of a transaction.’

‘Understand the commercial needs and provide practical recommendations.’

Key clients

Hertz Global Holdings, Inc.

Roivant Sciences Ltd

Soaring Eagle Acquisition Corp.

Panasonic Corporation

Sempra Energy

Macquarie Infrastructure Corporation

Anthem, Inc.

Flying Eagle Acquisition Corp.

Falcon Capital Acquisition Corp.

REE Automotive Ltd.

SES Holdings Pte. Ltd.

Ascendant Digital Acquisition Corp.

Landcadia Holdings II, Inc.

InterPrivate III Financial Partners Inc.

Diamond S Shipping, Inc.

Golden Nugget Online Gaming, Inc.

DP World PLC

CVC Capital Partners

Quad-C Management, Inc.

NTT Data, Inc.

Work highlights

  • Represented Hertz Global Holdings, Inc. and certain affiliates during their Chapter 11 cases and restructuring, which resulted from the catastrophic impact of COVID-19 on businesses in US, Europe, Australasia and Asia-Pacific.
  • Advised Roivant Sciences Ltd. on a business combination transaction with Montes Archimedes Acquisition Corp, a SPAC sponsored by Patient Square Capital.
  • Represented Soaring Eagle Acquisition Corp in its $15bn business combination with Ginkgo Bioworks, Inc.

Cadwalader, Wickersham & Taft LLP

Cadwalader, Wickersham & Taft LLP is highly experienced in tax efficient M&A structuring and asset-backed securitizations, as well as a range of restructuring and reorganization mandates for numerous blue-chip clients. Clients regard Linda Swartz as the ‘gold standard‘ for transactional tax lawyers, citing her ‘meticulous planning‘ in M&A, joint ventures, financings, and derivative transactions. Gary Silverstein focuses on the tax aspects of mortgage-backed and asset-backed securities, while Mark Howe , who splits his time between the firm’s New York and DC offices, specializes in domestic and offshore investment funds. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Linda Swartz

Other key lawyers:

Gary Silverstein; Mark Howe

Testimonials

‘Cadwalader applies their unmatched federal income expertise to help lead their clients through complex structured transactions.’

‘Linda Swartz is the gold standard for structured M&A transactions. Once a transaction is completed, Tax VPs and CFOs rest easy knowing that Linda’s meticulous planning details have minimized their risks.’

Key clients

Assured Guaranty Corp. and Assured Guaranty Municipal Corp.

MBIA, Inc.

Pershing Square Tontine Holdings

Kingsland Holdings Limited

Alternative Reference Rates Committee

Bank of America

one

Forbes Global Holdings

J. Aron & Company LLC

Thoma Bravo Advantage

Sachem Head Capital Management

Hudson Executive Capital

Monocle Acquisition Corporation

Morgan Stanley

EquiLend

Mason Industrial Technology

Work highlights

  • Representing Assured Guaranty Corp. and Assured Guaranty Municipal Corp in connection with the Commonwealth of Puerto Rico’s restructuring of approximately $73bn of outstanding bond debt.
  • Represented MBIA Insurance Corp. and MBIA Inc. in multiple capacities relating to two of three collateral loan obligation investment funds referred to collectively as the “Zohar Funds”.
  • Representing Kingsland Holdings in the Chapter 11 cases for Avianca Holdings.

Clifford Chance

Praised by clients for their ‘unparalleled’ expertise in the full range of tax concerns, Clifford Chance routinely advises on fund investments and formations, securitizations, and mortgage-backed securities for a host of private equity houses and other institutional investors. The team is especially active in REIT transactions, where Mike Seaton is a key driving force. Practice head David Moldenhauer is recommended for his wide-ranging financial products expertise, while the ‘outstanding‘ Philip Wagman focuses on the tax aspects of various transactions, equipment leasing, and securities offerings. Jim Gouwar anchors the team’s MBS offering, advising hedge funds, regulated investment companies, and other pooled investment vehicles on all manner of securitization structures. Counsel Rebecca Pereira specializes in transaction structuring for private equity and real estate funds. All named lawyers are based in New York.

Practice head(s):

David Moldenhauer

Other key lawyers:

Mike Seaton; Philip Wagman; Jim Gouwar; Rebecca Pereira

Testimonials

‘This team has been incredibly helpful with our review of M&A tax insurance submissions and tax policy underwriting. They’re top specialists in the field and are both very technical and commercial, which makes a difference in the context of M&A transactions especially.’

‘The Clifford Chance tax team’s breadth of expertise on transactional tax matters is unparalleled. They’ve helped us to quickly make informed business decisions on tax issues relating to M&A, restructurings, flow-through entities, financial products, tax equity investments, and compensation and benefits.’

‘Philip Wagman is an outstanding lawyer, a true technician who is able to quickly provide thoughtful and digestible advice on highly complex tax issues. He is brilliant and an excellent writer, but he is also modest, approachable and kind, which makes working with Philip a real pleasure.’

Key clients

Almanac Realty Investors

Stockbridge Capital Group, LLC

DigitalBridge (f/k/a Colony Capital)

Ardian

American Landmark

Huntsman Corporation

Capital Dynamics

Ready Capital Corporation

Mercer Alternatives AG

Cantor Fitzgerald

Work highlights

  • Represented Almanac Realty Investors in connection with the tax aspects of the structuring and formation of a joint venture real estate platform with Davlyn Investments.
  • Represented Stockbridge Capital Group LLC on the tax aspects of its joint venture with the National Pension Service of Korea and two other investors to acquire a follow-on portfolio of 23 logistics properties in the US.
  • Advised Ardian on the tax aspects of the strategic acquisition by its investee company, The Dedalus Group, of DXC Technology’s healthcare software provider business.

Dechert LLP

Dechert LLP enjoys a stellar reputation in the funds space, routinely acting for many of the world’s largest asset management firms, mutual fund groups, and investment banks. Structured finance transactions and life sciences-sector M&A deals are also key workflows for the team. Global tax chair Joshua Milgrim assists numerous private equity firms and their portfolio companies with big-ticket acquisitions, divestitures, and IPOs, while Philadelphia-based Edward Lemanowicz is noted for his expertise in federal taxation and international restructuring mandates. Boston-based Adrienne M Baker‘s investment broad company-focused practice encompasses partnership taxation and hedge fund products. Joseph A. Riley and Ari M. Zak are regularly sought out by various financial services companies for assistance in high-value structuring and permanent capital issues. M&A tax specialist David Passey joined the team from Schulte Roth & Zabel LLP in November 2021. Steven E Clemens has left the practice. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Joshua Milgrim

Other key lawyers:

Edward Lemanowicz; David Passey; Joseph A. Riley; Ari M. Zak; Adrienne M Baker

Key clients

B&G Foods

Harvest Capital Credit

Court Square Capital Partners

Crown Holdings

Fannie Mae

FS/KKR Advisor

GIC

JP Morgan

One Equity Partners

Quest Diagnostics

Work highlights

  • Represented GIC in connection with the merging of the business of benefits administration company Alight Solutions LLC with a special purpose acquisition company, Foley Trasimene Acquisition Corp.
  • Represented J.P. Morgan in connection with the acquisitions of both Campbell Global and OpenInvest, adding to the company’s ESG offerings.
  • Represented GIC as part of an investor group in connection with the $34bn acquisition of a majority stake in medical supply company Medline, the largest buyout of 2021 to date, and one of the most significant leveraged buyouts since the Global Financial Crisis.

DLA Piper LLP (US)

Drawing on its sizeable national presence, DLA Piper LLP (US)’s transactional tax team regularly advises on consequential deals for a diverse mix of corporate entities, middle-market private equity firms, and real estate investors. Silicon Valley-based practice co-head Stacy Paz handles a significant volume of M&A transactions, SPACs, and emergent company investments for clients in tech, media, and financial services while in New York, practice co-head Gerald Rokoff is noted for his expertise in financial and insurance products, and is sought out by both asset managers and entertainment industry players for his tax advisory capabilities. Chicago-based Tom Geraghty focuses on fund sponsors and investment advisors. Boston-based associates John Wei and Kurtis Weaver are also recommended.  Afshin Beyzaee  has left the practice, while David Plewa has retired.

Practice head(s):

Gerald Rokoff; Stacy Paz

Other key lawyers:

Tom Geraghty; Eileen O’Pray; John Wei; Kurtis Weaver

Testimonials

‘Breadth and depth of experience, and expertise to be able to effectively understand and advise on very particular and complex issues.’

‘John Wei is highly responsive. Very knowledgeable. Helpfully thorough, particularly in written communications. Notably clear thinker and communicator.’

‘Gerald Rokoff is broadly and deeply experienced. Highly committed to and supportive of clients, including being notably encouraging and empathetic. Considers the big picture beyond the tax component. Approaches the client relationship as a true relationship, not just a transactional project.’

‘They worked hard to highlight new opportunities with tax laws and helped work with us to explain the complexities’

‘This team has been incredible helpful with our review of M&A tax insurance submissions and tax policy underwriting. They’re top specialists in the field and are both very technical and commercial, which makes a difference in the context of M&A transactions especially.’

‘Gerald Rockoff is our go to, he has no peer. When we have him I know everything is covered. He is a brilliant lateral thinker seasoned by years of experience. Literally available around the clock and always on point.’

‘The DLA US Tax Team understands our business which really helps them target their advice specifically to our needs. Along similar lines, they have always been familiar with the transaction structures and tax questions we have posed which gives the process a big head start. Overall the team is prompt, thoughtful, intelligent and responsive.’

‘We work primarily with Rishi Sodhi in a lead capacity and he has an excellent ability to understand our questions, concerns and needs and also very quickly gather any necessary additional expertise or specialist colleagues, even beyond strictly tax matters, to get us the right advice on tight timelines.’

Key clients

San Diego Chargers

Ares

Sound Point Capital Management

Fast Radius

RV Share

Atrium Sports, Inc.

LLR Partners, Inc.

SolarWinds Corporation

Loral Space & Communications Inc

Parasol Renewable Energy LLC

MDC Partners Inc.

Columbus McKinnon Corporation

Haymaker Acquisition Corp II

Athena Tech Acquisitions

Exelon Corporation

Opportunity Financial

Mirae Asset Global Investments

CareMax Medical Group

Katapult

Pico Quantitative Trading Holdings

GPS Insight

Centroid

Generali

Carlyle Group

TCW

Cimpress

AXA

Work highlights

  • Represented Radius Payment Solutions in its business combination with ECP Environmental Growth Opportunities Corp, a publicly listed special purpose acquisition company (SPAC).
  • Represented Exelon Corporation and its subsidiary Exelon Generation Company in the sale of Exelon Generation’s solar business to Brookfield Renewable Partners for $810m.
  • Advised SolarWinds Corporation on the tax implications in their spin-off of a unit that provides cloud-based software solutions and is a subsidiary of SolarWinds into new a standalone, separately traded public company is named N-able, Inc.

Eversheds Sutherland

With a sizeable tax practice working collaboratively across multiple offices, Eversheds Sutherland advises a diverse roster of blue-chip corporates on a host of high-value transactions. Led by the Washington DC-based Robert Chase, the team routinely handles strategic tax considerations for clients in the consumer goods, telecoms, energy, retail, and financial services sectors. Brad Seltzer‘s broad tax practice is concentrated chiefly in work for Fortune 100 utility providers, including energy, natural resources, and telecoms companies. Jeffrey Friedman is recommended for his deep knowledge of state and local tax planning, while Michele Borens handles the full range of SALT issues for digital economy clients. California head Timothy Gustafson is a key contact for franchise tax matters and work in the healthcare and biotechnology sectors. In Atlanta, Reginald Clark focuses on major corporate acquisitions, restructurings, and spin-offs, while Daniel McKeithen concentrates of public and private REITs. All named lawyers are based in DC unless stated otherwise.

Practice head(s):

Robert Chase

Other key lawyers:

Brad Seltzer; Jeffrey Friedman; Michele Borens; Timothy Gustafson; Reginald Clark; Daniel McKeithen

Key clients

Empower Retirement.

Cox Communications, Inc.

Empower Retirement.

WEC Energy Group.

Horace Mann Educators Corporation.

Element Markets, LLC

Castleton Commodities International.

Work highlights

  • Represented Empower Retirement in entering into a definitive agreement for it to acquire the full-service retirement business of Prudential Financial Inc. for $3.55bn and in entering into a definitive agreement to acquire the retirement services business from Massachusetts Mutual Life Insurance Company for $2.3bn.
  • Represented Cox Communications on entering into a definitive agreement to acquire Segra.
  • Represented WEC Energy Group in its acquisition of a 90% ownership interest in the Jayhawk Wind Farm.

Goodwin

Goodwin is well regarded for its capabilities in life sciences representation, working with both fast-growth companies and market stalwarts on acquisitions, sales, and equity structuring matters. Private investment fund formations are also a core competency for the team. Practice chair Neal Sandford advises on the full scope of REIT work, while the highly experienced Howard Cubell focuses on the recapitalizing of portfolio assets by private equity sponsors. Edward Glazer leverages his expertise in real estate capital markets, handling securitization and collective investment vehicle structuring. Karen Turk focuses on REITs, while San Francisco-based Kelsey LeMaster is recommended for experience with private equity and venture capital funds. All named lawyers are based in Boston unless stated otherwise.

Practice head(s):

Neal Sandford

Other key lawyers:

Howard Cubell; Edward Glazer; Karen Turk; Kelsey LeMaster

Key clients

Boston Properties

Cole Credit Property Trust V, Inc.

Noria

OEMiQ

PointClickCare Technologies

RPT Realty

Slate Asset Management LP

TA Associates

Thrive Earlier Detection

Valo Health

Work highlights

  • Advised Thrive Earlier Detection Corp. on its definitive agreement under which Exact Sciences Corp. will acquire Thrive for cash and stock consideration of up to $2.15bn.
  • Advised Massachusetts-based Valo Health in its definitive merger agreement with Khosla Ventures Acquisition Co., a special purpose acquisition company founded by affiliates of Khosla Ventures.
  • Representing RPT Realty in investing in a joint venture with Singapore sovereign wealth fund GIC and two other US-based partners, targeting the acquisition of over $1.2bn in strategic assets.

Hogan Lovells US LLP

With multiple offices on both coasts, Hogan Lovells US LLP handles a myriad of big-ticket transactions and advisory mandates for a formidable roster of blue-chip entities from the worlds of tech, pharmaceuticals, consumer goods, financial services, and sovereign wealth funds. The team is highly rated by clients for its capabilities in REIT transactions, where Cristina Arumi and Prentiss Feagles routinely structure various complex investments – often with a significant cross-border element. Practice head Siobhan Rausch focuses her practice on tax-exempt organizations, working with a mix of private foundations, impact investors, and research institutions. Jasper Howard handles the full spectrum of transactions, including tax-free spin-offs and restructurings, while Scott Lilienthal is recommended for public finance matters. In San Francisco, Josh Scala regularly advises on joint ventures and  partnerships for real estate investors and private equity firms. All named lawyers are based in Washington DC unless noted otherwise.

Practice head(s):

Siobhan Rausch

Other key lawyers:

Cristina Arumi; Prentiss Feagles; Jasper Howard; Scott Lilienthal; Josh Scala

Testimonials

‘Very strong depth in the REIT sector.’

‘They know their stuff. Prentiss Feagles is truly at the top of the class. Cristina Arumi is also quite good.’

Key clients

VICI Properties

QTS Realty Trust

Kite Realty Group

Marvell Technology Group

Dell Technologies

FLIR Systems

Arm Limited

Transurban

Melody Capital Partners

Tyson Foods

Ventas

Bell Partners

GP Strategies

Maximus

Ivanhoé Cambridge

WMATA

Syncreon

Griffin Realty Trust

Roku

WSP Global

Walmart

Arcturus UAV

Mills College

Bristol-Myers Squibb

Welltower

Work highlights

  • Advised VICI Properties Inc., on its $17.2bn strategic acquisition of MGM Growth Properties LLC.
  • Advised QTS Realty Trust on the proposed acquisition by affiliates of private equity giant Blackstone in an all-cash transaction with transaction value of approximately $10bn.
  • Advised Marvell Technology Group on its approximately $9.4bn acquisition of publicly traded Inphi Corp.

Jones Day

Jones Day handles a host of transactions, financings, and restructurings for clients in healthcare, rail, steel, and asset management. Washington DC-based co-head Joseph Goldman is highly experienced in financial transactions, variously advising on post-acquisition integrations, restructurings and IP licensing issues. Fellow co-head Edward Kennedy works with both US-based MNCs and hedge funds on business combinations and investment structuring matters. Andrew Eisenberg specializes in M&A taxation, while Richard Nugent and Colleen Laduzinski, based in New York and Boston respectively, represent both creditors and debtors in debt workouts and Chapter 11 proceedings. Dallas-based Kelly Rubin is also noted. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Joseph Goldman; Edward Kennedy

Other key lawyers:

Andrew Eisenberg; Richard Nugent; Colleen Laduzinski; Kelly Rubin

Testimonials

‘The Jones Day tax team is exceptional and very well organized. Their ability to set out complex US tax matters in comprehensible paragraphs is much appreciated by their clients.’

‘Ed Kennedy is a true leader cutting right through the core of the matter and spot on. Richard Nugent is a hands on solutions focussed lawyer.’

‘Highly collaborative and they avoid speaking in overly technical terms – plain english explanations and highly commercial approach. Cost effective and creative. Communication skills set them apart – they dont try to baffle with overly technical prose. A joy to work with, as well as a very intelligent team great at what they do. My “go to” team and firm for all tax matters.’

‘Kelly Rubin is a reliable, creative thinker, GREAT communicator, works well with deal team, thinks ahead so no last minute otherwise avoidable crisis, works well with other subject matter experts from other firms, delightful personality. Can’t say enough compliments! My go-to for transaction tax expertise

‘Colleen Laduzinski is a very heavy hitter in the transaction tax space. Other firms sit down and listen when she speaks. Commercial, creative and thoughtful. Great communicator – doesn’t bother the client unless there is a real issue, and conversely, thinks ahead and communicates so the client is ready for what is coming and has thought through the right approach. My go to for transaction tax expertise. I work exclusively in distressed situations and have not worked with a more effective tax practitioner in the space.’

‘The depth of knowledge (including not-for-profit and international tax matters) is incredible. Responsiveness is virtually instantaneous. Great ability to explain difficult (and to the generalist, obtuse) tax concepts in ways that business clients can understand enough to make meaningful business judgments.’

‘I have had the pleasure of advising on deals for several common clients with Richard Nugent and the Jones Day team. They consistently deliver thoughtful and innovative advice and solutions. They put the client first and they help ensure a smooth, collaborative and collegial transaction process.’

‘Richard Nugent consistently delivers thoughtful and innovative advice and solutions. Richard puts the client first and he helps ensure a smooth, collaborative and collegial transaction process.’

Key clients

STERIS P.L.C.

Wabtec Corporation

Cleveland Cliffs

EagleTree

Arc Holdings S.A.S.

Verint Systems

Montauk Renewables

Laureate Education

Bespoke Capital

Bally’s Corporation

Cardinal Health

FactSet Research Systems

Truist Community Capital

Morrison & Foerster LLP

Led by seasoned tax chair Anthony Carbone, Morrison Foerster is frequently sought out by a diverse range of high-profile clients operating in technology, healthcare, banking, real estate, private equity, and financial services. The team is also noted for its sovereign investor acumen, where Babak Nikravesh - who joined the practice in July 2021 from Hogan Lovells US LLP - works with wealth funds, public sector pension plans, and central banks on transactional and advisory mandates. Jay Blavias is a cornerstone of the firm’s real estate-related funds, advising on all manner of REIT and UPREIT tax considerations. On the West Coast, San Diego-based Shane Shelley maintains a broad focus encompassing REITs, renewable energy, and financial products, while San Francisco-based Maureen Linch assists start-up companies with debt and equity financing issues. All named lawyers are based in New York unless noted otherwise.

Practice head(s):

Anthony Carbone

Other key lawyers:

Babak Nikravesh; Jay Blavias; Shane Shelley; Maureen Linch; Bernie Pistillo

Testimonials

‘We work with Babak Nikravesh and followed him when he moved to Morrison & Foerster. He is great to work with, makes himself available, explains US tax in clear and simple terms, is patient and has been a great advocate for our business. He is also very personable and interested in what we do and the world around us.’

‘Excellent technical understanding and negotiating capabilities and ability to communicate well to the executive team.’

‘Bernie Pistillo and Tony Carbone are superb.’

Key clients

Alexandria Real Estate Equities

Alpine Investors

Anzu Partners

Black Creek

Cambridge Quantum Computing Ltd

Divvy

GLP

MAP Energy

MGG Investment/Pivotal

Paine Schwartz Partners

Restoration Hardware

SoftBank Group Corp.

The Chemours Company

UDR

Unity Technologies

Norton Rose Fulbright

With major offices in New York and Texas, Norton Rose Fulbright US LLP handles a spectrum of transactional and restructuring mandates. The tax group is especially well regarded by clients in the energy and infrastructure sectors, where David Burton  works closely with the firm’s prominent projects practice on a host of tax matters. Practice co-head William Cavanagh ‘s broad practice also encompasses cross-border M&A and financing transactions, while David Burton is noted for his niche expertise in renewable energy fund structuring. Asset management co-head Michael P Flamenbaum is a seasoned advisor regarding hedge fund formations, and routinely represents both issuers and underwriters in debt and equity offerings. In Texas, Houston-based practice co-head Robert Morris is chiefly known for his tax controversy acumen, while the Dallas-based Bill Bowers specializes in partnerships, REITs and Up C structures. All named lawyers are based in New York unless noted otherwise.  

Practice head(s):

Robert Morris; William Cavanagh

Other key lawyers:

Michael P Flamenbaum; Robert Morris; Bill Bowers

Key clients

C2 Energy Capital

Access Industries, Inc.

Ullico Inc.

AustralianSuper

BMO Financial Group

The Sackler family

Work highlights

  • Advising the shareholder families in the bankruptcy cases of Purdue Pharma, with respect to tax matters affecting the settlement framework among Purdue and its shareholders and the creditors for a proposed consensual plan in bankruptcy.
  • Advised an Australian state investment company and consortium partner in its $4.1bn acquisition of a 100 percent interest in Enwave Energy’s US Business from Brookfield Infrastructure.
  • Advised a financial organization in its merger with Macquarie Asset Management, a division of Macquarie Group.

O'Melveny & Myers LLP

Leveraging both its bicoastal presence and depth of expertise within California, O’Melveny & Myers LLP handles a diverse cross-section of work for an equally varied clientele. Led from Newport by executive compensation and benefits specialist Jeffrey Walbridge , the team is routinely engaged by blue-chip entities from the worlds of tech, consumer goods, retail, and financial services. In the Century City office, Robert Blashek is equally fluent in middle-market private equity and entertainment matters, advising some of the biggest names in the industry on acquisitions, financings, and restructurings. The Los Angeles-based Luc Moritz is highly regarded for his capabilities in cross-border investments and financings, especially those related to inbound investments from Asia. Silicon Valley-based Robert Fisher works with public and private tech companies at every stage, ranging from venture capital financings to big-ticket cross-border deals. In New York, Alexander Roberts works with a broad spectrum of clients on structuring and financing matters in the energy sector, including wind, solar, and other clean energy projects and assets. Also in New York, Alexander Anderson is a key port of call for various banks, investment funds, and high-profile corporations, while Arthur Hazlitt is recommended for his capabilities in energy transaction tax structuring.

Practice head(s):

Jeffrey Walbridge

Other key lawyers:

Luc Moritz; Robert Blashek; Robert Fisher; Alexander Anderson; Arthur Hazlitt; Alexander Roberts

Testimonials

‘A very strong tax practice with broad scope. Very good partnership and transactional work in particular.’

‘Alex Anderson is my key contact at OMM and does absolutely top notch work. He is intelligent, highly responsive and practical. I value his advice highly.’

Key clients

Air Lease Corporation

American Honda Finance Corporation

Apollo Management, L.P.

Citicorp North America

Coso Geothermal Power Holdings, LLC

Edwards Lifesciences Corporation

First State Investments

Franklin Advisers

Glaukos Corporation

Healthcare Trust of America, Inc.

Kayne Partners

Lions Gate Entertainment Corporation

Monitor Power Systems AS

Ontario Teachers’ Pension Plan Board

Puerto Rico Fiscal Agency & Financial Advisory Authority

TTM Technologies, Inc.

Warner Bros.

Wells Fargo Bank, N.A.

Work highlights

  • Represented a major mobile phone company in the $5bn conversion of preferred shares of Corning, Inc.
  • Advised a London-based sports company on its $200m acquisition of Second Spectrum.
  • Represented the ad hoc group of term lenders in the Chapter 11 case of Belk, Inc. in a deal supported by all major lender groups to consensually restructure through a one-day prepackaged Chapter 11 filing—pursuant to which holders of Belk’s existing $1bn term loan will receive new debt and equity from the reorganized company and the ability to participate in a new $225m capital raise pursuant to the prepackaged plan.

Orrick, Herrington & Sutcliffe LLP

Orrick, Herrington & Sutcliffe‘s full-service tax practice maintains an especially robust presence in the renewable energy space, handling a host of transactional structuring mandates for a diverse roster of green power suppliers. The team is also noted for its capabilities as an advisor to various tech and financial services entities, working on corporate transactions, securitizations, and infrastructure financing deals. New York-based John Narducci and San Francisco-based Wolfram Pohl routinely handle the tax aspects of energy sector transactions and project financings. Also on the West Coast, Eric Wall is noted for his expertise in executive compensation, REITs, and pass-through entity taxation. The Washington DC-based Scott Cockerham, who joined from Kirkland & Ellis LLP in June 2021, works with multiple clean energy companies on acquisitions, divestitures, and financings. 

Practice head(s):

Eric Wall

Other key lawyers:

John Narducci; Wolfram Pohl; Scott Cockerham

Key clients

Credit Suisse

Veolia

Superior Plus

General Electric

Macquarie Group

Clearway Energy

Calbee

US Wind

ANI Pharmaceuticals

Shopify Inc.

Total Energy

Open Road Alliance

Rocket Pharmaceuticals, Inc.

WGL Midstream, EIF Vega Midstream, Cabot Oil & Gas Corp and

Vega Energy

MP Group LLC

Vostok New Ventures

Aflac

Basin Electric

Toyota Motor Company

8minute

Nassau County New York

Waimana Hydrogen

Apex Clean Energy Holdings LLC

Morgan Stanley

Bank of America

JPMorgan Chase

Steptoe & Johnson LLP

Noted for its capabilities regarding federal tax policy and regulatory frameworks, Steptoe & Johnson LLP also possesses niche expertise in blockchain and crypto exchange tax treatments, transfer pricing, and qualified opportunity zones. The practice is jointly led by three partners working between the firm’s two key sites: Beth Tractenberg , a key contact for the firm’s high-net-worth clientele, based in New York, and Philip West and Robert Rizzi , regular advisors on the full gamut of federal and international transactional tax matters, who work out of the Washington DC office. Lisa Zarlenga spearheads the tax policy offering, working with clients on legislative issues and Treasury guidance. All named lawyers are based in DC unless noted otherwise.

Practice head(s):

Phil West; Beth Tractenberg; Robert Rizzi

Other key lawyers:

Lisa Zarlenga

Work highlights

  • Advised a high-net-worth individual in connection with the tax aspects of a cross-border multibillion-dollar sale, merger and IPO of his business.
  • Representing the special committee of a broadband company in connection with tax aspects of its acquisition by Liberty Broadband.
  • Advising an energy business on potential tax structures for certain joint ventures, including one involving cryptocurrency mining.

Vinson & Elkins LLP

Based across multiple offices on the East Coast and throughout Texas, Vinson & Elkins LLP is especially strong in the fields of renewable and conventional energy taxation, working with a number of public and private corporations, funds, and other institutional investors. Partnerships, SPACs, and REITs are also core workflows for the interdisciplinary team. Houston-based practice co-head George Gerachis is highly experienced in both transactional and contentious matters, while Dallas-based practice co-head David Peck is regularly sought out by private equity houses for his expertise in fund formations and investment partnerships. Also in Houston, Ryan Carney is a prolific advisor with respect to Master Limited Partnerships, while John Lynch ‘s energy and infrastructure-focused practice encompasses company formations, asset sales, and restructurings. In Washington DC, Chris Mangin and Gary Huffman are noted for their respective strengths in REITs and partnership tax planning.  The ‘incredibly bright and creativeRon Nardini, who joined in June 2021 from Akin Gump Strauss Hauer & Feld LLP,  focuses on credit, health care, and entertainment sector matters, working from the firm’s New York office.

Practice head(s):

George Gerachis; David Peck

Other key lawyers:

Ryan Carney; Chris Mangin; Gary Huffman; Ron Nardini; John Lynch

Testimonials

‘Very experienced, highly regarded team’

‘Sean Moran, who is nationally recognized in the field of tax equity financings, leads the relationship. He has fielded a talented team of lawyers across practice groups for us while maintaining a guiding hand.’

‘Ron Nardini has a very creative approach, thorough analysis, and clear guidance on potential strategic transactions. He has a great ability to work through difficult issues with the other side’s counsel.’

‘Ron Nardini is incredibly bright and creative. He has the ability to explain complex issues and see creative ways in structuring transactions.’

Key clients

Multiple SPAC Clients

Enable Midstream Partners, LP

Stronghold Digital Mining, Inc.

The Sinclair Companies

The Blackstone Group, L.P.

Independence Energy LLC

WPT Industrial Real Estate Investment Trust

Work highlights

  • Advised on 17 de-SPAC transactions with a combined deal value of over $41bn, since November 2020.
  • Advised Enable Midstream in its $7.2bn tax free partnership merger with Energy Transfer, and in the sale of the general partner of Enable to Energy Transfer by OGE Energy Corp. and CenterPoint Energy, Inc.
  • Advised Stronghold Digital Mining, Inc. and its affiliates in its formation and structuring as an Up-C and two separate private placements, raising $105mn and valuing the initial company at $325m.

Winston & Strawn LLP

Winston & Strawn LLP works with a diverse roster of public and private companies and asset management funds on the full spectrum of transactional and tax structuring mandates. The team is especially well known for its capabilities in middle-market private equity tax planning, while SPAC and REIT transactions have increasingly emerged as key workflows. Robert Heller and Olga Loy jointly head up the team from New York and Chicago, respectively. Loy is praised by clients for her ‘exceptional‘ abilities in the SBIC space, handling a formidable volume of fund formations, while Heller is noted for his expertise in M&A, joint ventures, and internal restructuring transactions, most recently for clients in private equity and consumer goods. New York-based David Gillespie is recommended for power, infrastructure, and transport sector matters, while in Dallas, Dean Hinderliter – who joined the team from now-defunct Thompson & Knight –  is noted for his experience in energy transactions and S corporation issues. Chicago-based Angela Russo joined the practice from Kirkland & Ellis LLP in March 2021. Edmund Cohen has retired.

Practice head(s):

Robert Heller; Olga Loy

Other key lawyers:

David Gillespie; Dean Hinderliter; Angela Russo

Testimonials

‘The Winston tax team is able to make complicated tax issues understandable to non-tax oriented minds. In addition, they have a keen ability to focus their client on the issues that have a value or operational impact; whereas other tax teams try to win every point which can slow down the pace of a deal.’

‘Great project management and follow up. Great technical depth of knowledge with practical solutions.’

‘Olga Loy is an exceptional partner. Great technical knowledge, value for fees and ensures timely receipt of deliverables.’

Key clients

Boxwood Merger Corp.

Brooklyn Navy Yard Cogeneration Partners, L.P.

Canadian National Railroad

Column Group LLC

DraftKings Inc. (formerly Diamond Eagle Acquisition Corp.)

FAGE International

Federal-Mogul Corporation (Icahn Enterprises)

Hunter Douglas

LendLease Americas

Morningstar, Inc.

Nicolas Berggruen Charitable Trust

PetIQ

Renaissance Technologies/Medallion Fund

Reyes Holdings, L.L.C.

Revelstoke Capital Partners

Riverglade Capital Partners

SBIC Funds

VMG Partners

Water Street Healthcare Partners

Work highlights

  • Represented an oil industry client in a restructuring of its 9.125% Senior Secured Second Priority Notes due 2021 pursuant to a registered exchange offer and a concurrent rights offering. The Company received approximately $14m in net proceeds from the transactions.
  • Represented joint placement agents and capital markets advisors in an announced business combination with Altimar Acquisition Corp. II, a SPAC sponsored by an affiliate of HPS Investment Partners, LLC.
  • Represented a private equity investor in connection with its acquisition and merger of Raymond O’Neill & Son Fisheries Ltd and Suncoast Seafood Inc.

Baker Botts L.L.P.

Baker Botts L.L.P. regularly handles the tax aspects of big-ticket transactions and restructurings for a range of blue-chip clients from the worlds of energy and TMT. Recently, the team has been engaged on more and more renewable energy investment transactions, energy retailer restructurings, and mixed-use developments backed by sovereign wealth funds and various other REITs. Dallas-based Stephen Marcus ‘ broad practice encompasses S corporations, publicly-traded partnerships, and tax-free spin-offs, while Houston-based Michael Bresson heads up the firm’s energy capital markets-focused offering. Also in Houston, Derek Green is a key contact for the firm’s oil and gas clients, including field services and offshore drilling companies. Tamar Stanley , who works between Washington DC and New York, specializes in capital markets transactions. Richard Husseini has left the firm.

Practice head(s):

Stephen Marcus; Derek Green

Other key lawyers:

Michael Bresson; Tamar Stanley

Key clients

Liberty Media Corporation

Liberty Media Acquisition Corporation

Qurate Retail, Inc.

Liberty Broadband Corporation

Liberty Tripadvisor Holdings, Inc.

Liberty Latin America Ltd.

Sunnova Energy Corporation

Centerpoint Energy, Inc.

Midcoast Energy, Llc

Hines Interests Limited Partnership

Noble Corporation

Schlumberger Limited

Koch Industries, Inc.

Cabot Oil & Gas Corporation

Nrg Energy, Inc.

Samsung Austin Semiconductor, Llc

Sunrun Inc.

Moody National Bank

Dream Finders Holdings Llc

Work highlights

  • Advising Cabot Oil & Gas Corporation in the $17bn tax-free merger with Cimarex Energy Co.
  • Advised GCI Liberty, Inc. in its $8.7bn acquisition by Liberty Broadband Corporation.
  • Advised a growth property investor in the $17.2bn tax-free disposition of 100% of its outstanding class A shares.

Baker McKenzie LLP

Baker McKenzie LLP‘s sizeable practice is a strong choice for a wealth of blue-chip financial services companies and MNCs from the worlds of energy, infrastructure, manufacturing, and real estate. The practice is jointly led by Salim Rahim, a highly experienced transfer pricing specialist, and Rafic Barrage, who oversees the team’s planning and transactional tax offering. Houston-based Kai Kramer‘s diverse transactional tax focus spans the energy, banking, insurance, pharmaceutical, and high-tech sectors. Alexandra Minkovich advises on federal tax considerations for clients in life sciences, retail, and manufacturing. Jeffrey Maydew has left the practice. All named lawyers are based in DC unless noted otherwise.

Practice head(s):

Salim Rahim; Rafic Barrage

Other key lawyers:

Kai Kramer; Alexandra Minkovich; Thomas May

Testimonials

‘Good quality of technical expertise. Good interpersonal skills. Good client interaction.’

‘Kai Kramer is excellent in M&A matters.’

‘Tom May is an excellent general transactions practitioner.’

Key clients

Aurora Acquisition Corp.

Bayer AG

LaFargeHolcim

E. Stanley Kroenke

Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE: HASI)

John Hancock Life Insurance Company (U.S.A.) (“Hancock”) and Manulife Investment Management Private Markets (US) LLC (“Manulife”)

Resource Real Estate, LLC (“RRE”) and C-III Capital Partners LLC (“C-III”).

OpCo Hatfield Medical Group, LLC (“Hatfield Medical Group”)

Mitsubishi Heavy Industries America, Inc. (“MHIA”)

FedEx Corporation (NYSE: FDX) (“FedEx”)

Koch Industries

Servier

Brunswick Corporation

Unilever

Affirm Holdings, Inc.

Work highlights

  • Advising Aurora Acquisition Corp. on its $6.9bn de-SPAC transaction to transform Better into a publicly traded company. Also advised on IPO of Aurora Acquisition Corp.
  • Advised HASI, the first U.S. public company solely dedicated to investments in climate solutions, in connection with its joint investment with Clearway Energy, Inc. (“CWEN”), one of the largest renewable energy owners in the U.S., in an approximately 1.6 gigawatt portfolio of onshore wind and utility-scale solar projects developed by CWEN’s affiliate, Clearway Energy Group, LLC.
  • Advised Hancock and Manulife in connection with their investment in CleanCapital LLC.

Holland & Knight LLP

Bolstered by its recent acquisition of Thompson & Knight, Holland & Knight LLP works with various well-known corporations, utilities companies, real estate developers, and high-net-worth individuals on the full gamut of tax matters. The group is especially renowned for its private wealth offering, working with a strong mix of family offices, entrepreneurs, and charitable organizations. Florida-based practice head William Sherman works with a broad cross-section of clients on the full scope of transactional matters, while Bill Sharp – who works between Atlanta and San Francisco – routinely advises a number of US-based family offices. In Dallas, Mark Melton concentrates on investment fund formations, including REITs and hedge funds. Washington DC-based Nicole Elliott is recommended for public policy advisory.

Practice head(s):

William Sherman

Other key lawyers:

Bill Sharp; Mark Melton; Nicole Elliott; Andrea Darling Cortes; Sean Tevel

Testimonials

‘The biggest aspect that has helped our firm is the ability of the partners at Holland & Knight to think outside the box and come up with really creative tax strategies to accomplish our goals. They have never limited themselves to merely traditional transaction structuring.’

‘Great tax specialists and fantastic with client relationships. Specialists in US tax matters with core focus on new developments (giving lectures in Europe!)’

‘Bill Sharp is superb with clients. He has a very broad scope and is an example of the trusted advisor coordinating all relevant matters of his clients. Also worth mentioning is Alan Granwell who knows everything about new tax policy.’

‘The Holland & Knight team based out of Tampa is a fantastic offering for ultra high net worth clients and family offices. They have the depth and resources to deal with any matter no matter how complex, provide all US related advice and coordinate all international advice through their international network and contacts.’

‘Bill Sharp is an extremely experienced and capable private client lawyer, is on top of all the many moving parts that any HNW client matter will involve. Extremely personable and very focussed.’

‘Andrea Darling Cortes is a fantastic private client lawyer, very easy to deal with and always on top of all the details, excellent technical tax expertise that underpins her wonderful manner with private clients.’

‘I have been working with HK for two years and it has been a great experience. My main contact in tax is Sean Tevel. He is one of the most responsive US lawyers that I have known. Very proactive. Very business orient and a great commercial sense. The matters that we have worked together might be not the largest but his response and care make you feel each client is the most important for him.’

‘Sean Tevel is a great tax lawyer. Very good at explaining complex matters. He helps clients to understand every detail and improves the risk and business assessment.’

Key clients

Takeda Pharmaceuticals USA

Siemens US

Global Business Alliance

Partnership for Conservation

Global Business Alliance (GBA)

Dow Chemical

Celanese

MasterCard

Work highlights

  • Advising Takeda Pharmaceuticals on tax policy matters.
  • Represented GBA before the U.S. Department of the Treasury and Internal Revenue Service in a case regarding changes to various tax regulations that are key to GBA members

Hunton Andrews Kurth LLP

Renowned by clients for its market-leading capabilities in REIT transactions, Hunton Andrews Kurth LLP is regularly sought out by some of the leading institutional investors, insurers, and utilities companies for assistance in a host of matters. Richmond-based practice co-head Cecelia Philipps Horner  anchors the firm’s securitization and REIT offering, most recently handling a growing volume of triple-net lease and crop-loan securitizations. Also in Richmond, Kendal Sibley represents public and private REITs in all manner of qualification and structuring issues. Houston-based co-head Robert McNamara focuses his practice on renewable energy tax, including carbon capture incentives, transactions, and MLPs. Washington DC-based Hilary Lefko is recommended for renewable energy projects and tax credit matters.

Practice head(s):

Cecelia Philipps Horner; Robert McNamara

Other key lawyers:

Kendal Sibley; George Howell; Hilary Lefko

Testimonials

‘The leading tax practice in the mortgage REIT sector. They provide excellent value.’

‘George Howell and Kendal Sibley are excellent tax lawyers, and the best in class REIT tax lawyers in country.’

Key clients

Wells Fargo Bank, N.A.

Duke Energy Corporation

MFA Financial

Annaly Capital Management

Ellington Management Group

Pacific Gas and Electric Company

Crestwood Equity Partners LP

Insight Equity I LP

Pebblebrook Hotel Trust

Pretium Partners, LLC

Work highlights

  • Represented various issuers in a continuing program of QM and non-QM REMIC securitizations as well as a number of debt for tax financing transactions of performing, re-performing and non-performing mortgage loans.
  • Advised PG&E Corporation and its utility subsidiary Pacific Gas and Electric Company in connection with various debt issuances and bank financings in connection with PG&E’s and the Utility’s exit from Chapter 11.
  • Advised an investment corporation in a public follow-on offering of 7.00% Convertible Senior Notes, due in 2023.

Linklaters LLP

Linklaters LLP is highly experienced in the tax aspects of M&A, financings, and fund formations. The team is especially strong in the private equity space, advising a number of industry-leading funds on high-value capital raising transactions, asset acquisitions and dispositions, and financing arrangements. Washington DC-based David Brockway is a seasoned international tax planning lawyer with significant experienced in asset-based finance transactions. In New York, Max Levine’s far-reaching practice makes him a key port of call for some of the largest asset mangers in the market. Former practice co-head Andrew Morris has left the practice.

Practice head(s):

David Brockway

Other key lawyers:

Max Levine

Key clients

Kohlberg Kravis Roberts & Co. L.P.

Barings

SoftBank

Ameriprise Financial, Inc.

 

Work highlights

  • Regularly representing KKR with respect to its investment activities.
  • Representing Barings on the structuring and fundraising for the latest generation of its global lending fund and special situations fund (among other funds).
  • Representing SoftBank as a borrower on financing transactions and fund structurings.

Miller & Chevalier Chartered

Based in Washington DC, Miller & Chevalier Chartered‘s strong reputation for policy and legislative-based federal tax advice ensures that the firm is consistently sought out by an eclectic clientele seeking assistance on highly technical matters. Transactional tax lead Layla Asali is highly regarded for her expertise in cross-border deals and financings, most notably in intellectual property-based work. Rocco Femia is equally noted for his international planning expertise, ranging from transfer pricing to policy analysis. Tax chair Marc Gerson regularly represents clients in proceedings before Congress, The Treasury Department, and the IRS. Stephen Gertzman is noted for his deep tax accounting acumen, while David Zimmerman specializes in corporate tax planning and consolidated return matters.  

Practice head(s):

Layla Asali

Other key lawyers:

Rocco Femia; Marc Gerson; Stephen Gertzman; David Zimmerman

Key clients

Freeport McMoRan Inc.

Semiconductor Industry Association

Work highlights

  • Representing one of the largest privately owned insurance companies before Congress and presidential administrations.
  • Representing the world’s leading financial guaranty insurer in securing legislation to address an unintended consequence of modifications to the passive foreign investment company (PFIC) insurance exception enacted as part of the Tax Cuts and Jobs Act (2017).
  • Advising the Semiconductor Industry Association on ax-related legislative and policy matters.

Schulte Roth & Zabel LLP

Schulte Roth & Zabel LLP fields a highly experienced fund-focused tax team, working with a deep roster of private equity firms, hedge funds, and other asset managers. Securitizations, structured finance transactions, and real estate driven deals are also core workflows for the group. Joint practice heads Alan Waldenberg and Shlomo Twerski are highly experienced in the full gamut of federal and international tax matters, specializing in investment fund transactions and hedge fund and management company structures, respectively. Philippe Benedict ‘s recent engagements include billion-dollar mergers and capital fund raisings, while David Wermuth is noted for his knowledge of onshore and offshore investment funds, and private equity partnerships. All named lawyers are based in New York.

Practice head(s):

Alan Waldenberg; Shlomo Twerski

Other key lawyers:

Philippe Benedict; David Wermuth

Testimonials

‘The team possesses a wealth of knowledge about the international tax aspects of the investments made by hedge and other alternative investment funds out of the US.’

‘Alan Waldenberg makes a clear difference when it comes to analyse the international tax issues affecting US funds when investing abroad.’

 

Key clients

Birch Grove Capital

CarVal Investors

Cerberus Capital Management

Iconiq Capital

JANA Partners

LCN Capital Partners

MGG

Pantera Capital Management

Piney Lake

Westport Capital Partners

Sullivan & Worcester LLP

Sullivan & Worcester LLP is routinely engaged by a number of high-profile public and private REITs seeking advice on big-ticket transactions, joint ventures, and other advisory issues. Working in close collaboration with the firm’s corporate, real estate, and affordable housing groups, the team also possesses expertise in opportunity zones and multi-jurisdictional taxation rules. Tax department head Ameek Ashok Ponda ‘s broad REIT practice sees him advising on a diverse mix of commercial ventures, ranging from retail sites to power plants. Practice co-chair Richard Jones is experienced in both state tax litigation and transactional tax planning involving corporate, franchise, and personal income matters.  Christopher Curtis and Joseph Darby  are also recommended. All named lawyers are based in Boston.

Practice head(s):

Ameek Ashok Ponda; Richard Jones

Other key lawyers:

Christopher Curtis; Joseph Darby

Key clients

American Tower Corporation

Broadstone Group LLC

Equinix, Inc.

Halo2Cloud

Service Properties Trust

Industrial Logistics Properties Trust

Iron Mountain Incorporated

Manulife US REIT

Office Properties Income Trust

Diversified Healthcare Trust

WPT Industrial REIT

Zayo Group Holdings, Inc.

E Ink Corporation

Work highlights

  • Represented EQIX as U.S. tax counsel in connection with its $161m acquisition of the India operations of GPX Global Systems, Inc.
  • Representing Broadstone in connection with the 2028 Summer Olympic Games in Los Angeles.
  • Advising AMT in various securities offerings, including nearly $8.3bn of senior notes (including two euro-denominated senior note offerings of €2.4bn in aggregate) and an At-The-Market program of $1bn.

Willkie Farr & Gallagher LLP

Willkie Farr & Gallagher LLP works collaboratively with the firm’s corporate, financial, and real estate groups on a host of transactional tax structuring mandates. Practice head Christopher Peters  advises clients on capital markets transactions and private equity fund related matters, while Henry Cohn centers his practice on the tax treatment of partnerships, REITs, and US insurance companies. Arthur Lynch is well regarded by clients for his ‘astute‘ approach to insurance and capital markets taxation. In Washington DC, Roger Wise specializes in the structuring of mutual and hedge funds. Vadim Mahmoudov, an M&A tax and US debt restructuring specialist with significant experience in private equity and insurance, joined the New York office from PwC Legal in August 2021. Hillel Jacobson has left the practice. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Christopher Peters

Other key lawyers:

Henry Cohn; Arthur Lynch; Roger Wise; Vadim Mahmoudov

Testimonials

‘The Willkie Farr tax team has deep relationships with key players in the IRS. They know where to go, and whom to talk with, to get prompt and efficient answers and guidance.’

‘Arthur Lynch is not only substantively astute, he is proactive and keeps his clients “top of mind” as jurisprudence develops, always keeping you well informed.’

Key clients

Appriss Inc.

Sixth Street

Insight Partners

E2open

AdaptHealth

Institutional Shareholder Services (ISS)

Genstar

PAI Partners

NL1 AcquireCo Inc.,

Franchise Group

BrightSpire Capital, Inc.

Sphera

Truist Insurance Holdings, Inc.

Fenergo

Ascensus

WilmerHale

WilmerHale‘s Boston-led tax practice is routinely engaged by a strong mix of startups and established entities from the tech, life sciences, investment fund, and non-profit sectors. Practice co-head and certified accountant William Caporizzo advises on the tax aspects of high-value transactions, international restructurings, partnerships, and investment ventures by limited liability companies. Julie Hogan Rodgers steers a number of deals for clients in financial services, tech, healthcare, and manufacturing, while Matthew Schnall is noted for his capabilities in tax regulatory compliance and administrative rulings. In Palo Alto, Fred Adam works with companies on fund formations, investment transactions, and public offerings. Meghan Walsh is also noted. All named lawyers are based in Boston unless stated otherwise.  

Practice head(s):

Bill Caporizzo

Other key lawyers:

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

Testimonials

‘We engaged them for a large stock acquisition and given that they had lawyers specialized in a lot of different areas, we felt as if we were being served by a one-stop-shop.’

‘The team we work with at WilmerHale is rock solid. They, often earlier than we ourselves, know what is coming and prepare for that accordingly. They balance advise vs. strong advise very well. They are pragmatic and result driven and will never fight because of the fight. They very much have a human touch to things making them great to work with.’

Key clients

Acquco

Amplitude Healthcare

Cloud9 Technologies

Danaher Corporation

Eaton Vance

Lookout, Inc.

Medtronic

MicroStrategy

MineralTree, Inc.

RA Capital Management, L.P

The Tecan Group

Thermo Fisher Scientific Inc

WEX Inc.

ZebiAI Therapeutics

Work highlights

  • Represented Eaton Vance Corp., in its acquisition by Morgan Stanley for cash and stock, valued at approximately $7bn, pursuant to a tax-free reorganization.
  • Advised the buyer in its $5.25bn acquisition of BioLegend.
  • Represented MicroStrategy Incorporated in two offerings of convertible senior notes totalling $1.7bn, the proceeds of which were used to purchase bitcoin.

Akin Gump Strauss Hauer & Feld LLP

Fielding teams across several major regional hubs, Akin Gump Strauss Hauer & Feld LLP is widely praised by clients for its capabilities in big-ticket corporate deals and restructurings, working with a diverse array of entities from the worlds of asset management, energy, entertainment, and consumer goods. In New York, practice co-heads Stuart E Leblang  and Patrick B Fenn are recommended for their respective expertise in regulatory frameworks and acquisition structuring, while Olivier De Moor is noted for his investment fund capabilities.  In Texas, Houston-based Alison Chen  anchors the firm’s MLP tax offering, working with various energy sector players on transactions and restructurings. Shariff Barakat, a domestic infrastructure and renewable energy tax specialist, joined the Washington DC office from Nixon Peabody LLP in September 2021, and Julia Pashin the Dallas office from Shearman & Sterling LLP in early 2022. Ron Nardini and Stuart Sinclaire have left the practice.

Practice head(s):

Patrick B. Fenn; Stuart E. Leblang

Other key lawyers:

Olivier De Moor; Shariff Bakarat; Alison Chen

Testimonials

‘Dan Micciche is a great attorney, controlled skilled and thorough. He knows his stuff and holds the line.’

‘I am in the biosciences sector. I have been a leader in my career in complex tax transactions involving global cash flows. My ability to be a leader in complex global tax driven taxations is entirely based on Akin Gump. This goes far beyond knowledge of the multi-faceted legal issues. They are the most creative partner in thinking through different approaches I have ever worked with. I deal with tax departments of most of the major global firms, Akin Gump is the best from many different perspectives.’

‘Stuart Leblang is not only genius has the most amazing infectious energy that gets whole teams thinking differently. In other words, he encourages and manages multiple viewpoints which always results in better structures and team buy in. I find that these are incredibly valuable in complex transactions. In addition, complex transactions are generally multi-party which require multi-firm collaboration. Stuart has immense respect from senior partners at the major firms which is incredibly important in developing large multi-party complex international financial transactions. He is a global standout (and, important!).’

‘The tax team works cohesively with an amazing leader, Patrick Fenn. We bring up numerous complicated tax situations and they step up each and every time. Each team member seems to understand the magnitude, complexity as well as simplicity of how the layers of tax rules/regulations/laws work and we are confident with Akin Gump’s conclusions every time.’

‘Patrick Fenn is the brain behind Akin Gump’s tax team. He is able to artistically solve the complex topics so that it not only works today, but for multiple future scenarios. There is nothing more wonderful than having a lawyer who not only understands the law but knows how to apply it to a real world situation and make it all work.’

Key clients

Official Committee of Unsecured Creditors of Purdue Pharma, L.P.

Blackstone Alternative Asset Management LP

Blackstone Credit (f/k/a GSO Capital Partners)

Ad Hoc Group of Secured Noteholders of Pacific Drilling S.A.

Ad Hoc Group of First Lien Lenders of Frontera Holdings LLC

Diamondback Energy, Inc.

Laredo Petroleum, Inc.

Conflicts Committee of the Board of Directors of Golar LNG Partners

Genesis Energy, L.P.

Schlumberger Limited

7-Eleven, Inc.

Ad Hoc Group of Holdco Facility Lenders of Salt Creek Midstream

Centerpoint Energy, Inc.

Conflicts Committee of the Board of Directors of Summit Midstream GP

Cinemark Holdings, Inc.

CEC Entertainment, LLC

Mannatech, Incorporated

ApiJect Systems, Corp.

Arnold & Porter

Arnold & Porter is regularly instructed by a number of not-for-profits, family offices, data infrastructure providers, and institutional investors for its wide-ranging transactional tax capabilities. New York-based practice co-chair Laurie Abramowitz works across sectors, handling the tax aspects of M&A transactions for both private equity funds and public companies. Practice co-chair James Joseph is a key port of call for the firm’s tax-exempt organization clientele, ranging from public charities and international NGOs to private foundations and trade associations. Bridget Weiss‘ recent non-profit engagements include reorganizations and master collaboration agreements for renowned medical research institutions, while Joseph Howe is best known for his expertise in public and private REIT formations. Cara Koss works with high-net-worth individuals on estate planning and succession matters. Ed Bintz and Stuart Lipton have retired. All named lawyers are based in Washington DC unless stated otherwise.

Practice head(s):

James Joseph; Laurie Abramowitz

Other key lawyers:

Bridget Weiss; Joseph Howe; Cara Koss

Key clients

Sheryl Sandberg & Dave Goldberg Family Foundation

Mark Foundation for Cancer Research

American Clean Power Association

Gilbert Family Foundation

Joyce Foundation

In-Q-Tel

Independent Living Association

Novartis US Foundation

James Beard Foundation

Markle Foundation

Bracewell LLP

Working across multiple US sites, the Houston-headquartered Bracewell LLP is a strong choice for a number of high profile energy sector players seeking assistance in transactions and on complex advisory issues. Carbon capture ventures, solar and wind transactions, and renewable incentives such as federal tax credits are all key strengths for the ‘knowledgable and commercially oriented‘ team. Managing partner Gregory Bopp handles capital markets deals for midstream and upstream energy clients, including master limited partnerships, while Todd Greenwalt’s practice focuses on governmental bodies and tax-exempt organizations. In New York, tax chair Elizabeth McGinley ’s broad conventional and renewable energy sector experience is complemented by niche expertise in carbon capture projects. Austin-based Victoria Ozimek specializes in state and local government financings, including bond issuances for multifamily housing ventures. All named lawyers are based in Houston unless stated otherwise.

Practice head(s):

Elizabeth McGinley; Gregory Bopp

Other key lawyers:

Todd Greenwalt; Victoria Ozimek

Testimonials

‘Very knowledgeable about energy and corporate tax law and structuring, but also very commercially-oriented.’

Key clients

Kinder Morgan, Inc.

Philips 66

Matlin & Partners Acquisition Corporation

Pilot Water Solutions LLC, an affiliate of Pilot Company

Sol Systems, LLC

Upper Bay Infrastructure Partners

City of Houston, Texas Airport System

USA BioEnergy

City of Arlington, Texas

Houston Endowment

Texas Department of Housing and Community Affairs

Alamito Public Facilities Corporation

Work highlights

  • Represented Kinder Morgan, Inc. in its $1.225bn acquisition of 100 percent of the equity of Stagecoach Gas Services LLC, a natural gas pipeline and storage joint venture between Consolidated Edison, Inc. and Crestwood Equity Partners LP.

Choate, Hall & Stewart

Helmed by the seasoned private equity fund advisor Louis Marett , Choate, Hall & Stewart‘s boutique tax practice is regularly engaged on all manner of middle-market deals, ranging from M&A and fund formations to convertible notes issuances. Olivier Léger‘s recent highlights include high-value fund closures and private equity-backed portfolio acquisitions. Financial taxation expert Judith Fiorini and the fund sponsor focused Ed Saad have recently joined the practice, arriving in September 2021 from Sheppard, Mullin, Richter & Hampton LLP and PwC LLP, respectively. All named lawyers are based in Boston unless noted otherwise.

Practice head(s):

Louis Marett

Other key lawyers:

Olivier Léger; Judith Fiorini; Ed Saad; Tim Becker

Testimonials

‘Great team that integrates legal and tax work in relation to investment funds, tech companies and cross-border work, along with responsiveness and practical advice.’

‘Tim Becker does a great job with pragmatic, swift and thorough tax advice. He is also active on international tax aspects.’

‘Also special mention must go to Olivier Léger, who is great with clients.’

 

Key clients

Mainsail Partners

Spectrum Equity

Sverica Capital

Riverside Partners

Long Ridge Equity Partners

ENT Partners

New Heritage Capital

BV Investment Partners

Sunstone Partners

Serent Capital

Cooley LLP

Cooley LLP’s sizeable tax group is noted for its significant national coverage and capabilities in big-ticket transactions, ranging from M&A deals to SPACs and public offerings. San Diego based-practice head Todd Gluth routinely works with a number of tech and life sciences companies on the tax aspects of multi-billion dollar deals, while in Los Angeles, Alexander Lee continues to develop his position as a SPAC specialist across the media, sports, consumer goods, healthcare arenas. In addition to her strong core transactional acumen, Washington DC-based Eileen Marshall is praised by clients for her niche expertise in convertible note offerings and tax integrated call spreads.

Practice head(s):

Todd Gluth

Other key lawyers:

Alexander Lee; Eileen Marshall

Testimonials

‘I feel like there’s no matter too complex for them to handle well. They are strong technically and practically, and extremely responsive. Importantly, they are just nice people to work with, and this should not be understated. For as much as we all have to work – long hours on complicated matters – that human element not only makes it more pleasant but I believe contributes to a stronger work product and end result. Cooley compares extremely well with other firms – I’d have no hesitation working with them on anything, and look forward to working together on many matters with them in the future.’

‘I’ve worked with Eileen Marshall on a number of deals – great experiences on all of them. Eileen is very strong technically, thoughtful, practical and business-oriented.’

Key clients

AppHarvest

Canoo

Core Scientific, Inc.

Cornerstone OnDemand

FinAccel

Gray Television, Inc.

The Honest Company

Ionis Pharmaceuticals, Inc.

LegalZoom

Meredith Corporation

Sazerac

Shake Shack Inc.

Shamrock Capital Advisors LLC

Super Group

Thayer Ventures Acquisition Corporation

Vividion Therapeutics

WM Holding Co. LLC

Xos Trucks

Zoom Video Communications

Work highlights

  • Represented LegalZoom in its IPO, providing pre-IPO tax structuring advice as well as tax advice for the $700m IPO process.
  • Represented Ionis Pharmaceuticals, Inc. in a $632.5m convertible note issuance, purchase of call options to hedge the conversion feature, and sale of warrants over Ionis Pharmaceuticals’ stock.
  • Advised Indonesian digital credit platform FinAccel on its merger with VPC Impact Acquisition Holdings II (a SPAC), which required complex review of various tax consequences across numerous jurisdictions (Indonesia, Malaysia and Vietnam in particular) and application of U.S. tax planning.

Hughes Hubbard & Reed LLP

Hughes Hubbard & Reed LLP is recommended for its capabilities in the equipment and aviation finance space, where Alan Kravitz routinely works with high-profile clients on high-value mergers, asset sales, securitizations, and IPOs. The team also possesses sector-specific expertise in life sciences, technology, media, and financial services. Practice head Andrew Braiterman is noted for his experience in financial products and equipment leasing matters, while Spencer Harrison is a key port of call for the firm’s not-for-profit clientele. Executive compensation specialist Charles Wachsstock joined the practice from Arnold & Porter in May 2021, while Erin DeCecchis and Justin Cohen are also noted. All named lawyers are based in New York.

Practice head(s):

Andrew Braiterman

Other key lawyers:

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

Key clients

United Airlines, Inc.

Kensington Capital Acquisition Corp. (KCAC)

ViacomCBS Inc.

Isos Acquisition Corp.

CF Finance Acquisition Corp. II

Hawaiian Airlines Inc.

Genesis Holdings Inc. (a U.S. subsidiary of JD Sports Fashion plc)

Greenbriar Equity Group, L.P.

SEKO Worldwide, LLC

GB Auto Service Inc. (a portfolio company of Greenbriar Equity Group, L.P.)

ANI Pharmaceuticals, Inc.

Spireon, Inc.

Griffin Global Asset Management LLC

Work highlights

  • Advised Kensington Acquisition Corp. (KCAC) on its merger with QuantumScape.
  • Advising Isos Acquisition Corp. in its $2.6bn proposed merger with Bowlero Corp.
  • Advised Greenbriar Equity Group on tax and structuring advise and handled the relation negotiations in connection with its $400m sale of its portfolio company Nordco to Wabtec Corp., a global railroad equipment manufacturer.

Morris, Manning & Martin, LLP

Morris, Manning & Martin, LLP’s Washington DC-based practice handles a steady stream of REIT matters and big-ticket transactions for clients from the worlds of healthcare, property, private equity, and insurance. Practice head Aresh Homayoun is a highly experienced advisor who regularly represents REITs and regulated investment companies in the full gamut of tax issues. In addition to his core transactional tax practice, Matt Wochok is noted for his expertise in capital markets offerings and financial products.

Practice head(s):

Aresh Homayoun

Other key lawyers:

Matt Wochok

Key clients

Resource Real Estate Opportunity REIT, Inc.

CIM Real Estate Finance Trust

Griffin-American Healthcare REIT IV, Inc.

K1 Capital Advisors, LLC

Serent Capital

Tanner, Ballew & Maloof, Inc.

Armfield, Harrison & Thomas, Inc.

Lipscomb & Pitts Insurance

Regal Software Technologies, Inc.

Pillsbury Winthrop Shaw Pittman, LLP

Widely praised by clients for their ‘outstanding‘ knowledge, Pillsbury Winthrop Shaw Pittman LLP fields strong tax teams across multiple offices throughout the nation. In New York, Harsha Reddy‘s broad focus encompasses securities transactions and aviation finance, while Nora Burke is the go-to contact within the group for FACTA-related matters. San Francisco-based Julia Divola helms the firm’s California transactional tax practice, with recent highlights including high-value acquisitions in the tech and energy sectors. The ‘tremendousMichael Kosnitzky works with a number of high-net-worth individuals, family offices, and privately held businesses from Miami. 

Practice head(s):

Harsha Reddy; Julie Divola; Jorge Medina; Michael Kosnitzky

Other key lawyers:

Nora Burke

Testimonials

‘Pillsbury takes the time to learn their client and their institution, allowing more effective and efficient solutions. Pillsbury’s people are good at leveraging each other’s expertise and providing cohesive solutions without requiring the client to do the legwork.’

‘Michael Kosnitzky is a tremendous advocate. Michael brings unparalleled foresight into the equation, ensuring his clients are proactively protected from future adversities.’

‘The personal service, attention and responsiveness is exceptional. I have been a practicing CPA for nearly 30 years and have not seen a large firm with this level of service, attention and responsiveness. Needless to say the knowledge of the people I worked with at the firm is outstanding. Not only is their knowledge in their specific area outstanding, each of them have good general tax knowledge even outside their specific area.’

‘Michael Kosnitzky is a top level tax attorney. His knowledge and “out of the box” thinking is better than any tax attorney I’ve worked with, and I’ve worked with many over the course of my career.’

Key clients

IndraSoft Inc.

AT&T

MUFG Union Bank

NextEra Energy Transmission

Brown & Toland Physicians

Amazon.com, Inc.

Nextera

CMS Energy

Shikun and Binui America

Chanel, Inc.

Archaea Energy

Shikun and Binui America

Sunrun, Inc.

Mitsubishi Hitachi Power North America

Work highlights

  • Represented Brown & Toland Physicians in its collaboration with Altais.
  • Represented CMS Energy in the acquisition of a majority stake in the Aviator Wind project, the largest single-phase and one-site onshore wind development in the United States.
  • Assisted a hotel chain in the corporate restructuring of its various real estate and hotel properties.

Stroock & Stroock & Lavan LLP

Stroock & Stroock & Lavan LLP works with some of the foremost asset management funds, private equity firms, and real estate investors on a host of transactional matters. Fund structuring in the infrastructure and energy sectors, REITs, and Qualified Opportunity Zone funds (QOFs) are all core areas of expertise for the group. Practice head Jeffrey Uffner works across a number of industries and focus areas, and is experienced acting for debtors and creditors in various financial restructurings. Mitchell Snow is praised for his capabilities as a REIT advisor. Steven Schneider, a specialist in QOFs and bioscience transactions, joined the Washington DC office from Baker McKenzie LLP in October 2021. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Jeffrey Uffner

Other key lawyers:

Mitchell Snow; Steven Schneider

Testimonials

‘The Stroock tax team is determined to understand the business of its clients and, as applicable, investment strategies sponsored by those clients, which results in it becoming a valued partner to its clients.’

‘Jeffrey Uffner and Mitchell Snow are particularly attentive, thoughtful and collaborative with members of our internal teams, as well as our other professional service providers.’

‘They are very thorough and easy to work with.’

Key clients

J.P. Morgan Asset Management

Morgan Stanley Wealth Management

Carr Properties

OCC of Aceto Corp.

Axar Capital Management

BakerHostetler

Working collaboratively between departments and across offices, Baker & Hostetler LLP consistently works on the full scope of tax-based mandates for clients in the real estate, energy, manufacturing, insurance, and financial services sectors. Practice head Jeffrey Paravano is highly experienced in both transactional and planning instructions, ranging from venture capital transactions to federal policy analyses. Chairman Paul Schmidt is recommended for his knowledge of international taxation, while John Lehrer is a key contact for the firm’s hospitality and media clientele. Cleveland practice head Michelle Hervey‘s broad focus encompasses debt and equity issuances, and private equity investments, while Alexander Szilvas and Nathan Ware are recommended for tax credit finance matters in the property sector. All named lawyers are based in Washington DC unless stated otherwise.

Practice head(s):

Jeffrey Paravano

Other key lawyers:

Paul Schmidt; John Lehrer; Michelle Hervey; Alexander Szilvas; Nathan Ware

Key clients

The E.W. Scripps Company

Pacific Gas & Electric (PG&E)

The Sherwin-Williams Company

Progressive Insurance Company

51 Maple Street LLC

901 South Broadway

310 Retail LLC

Harbor Lofts

Work highlights

  • Represented a private equity investor in connection with its investment in Amuze Products II, Inc.
  • Represented The E.W. Scripps Company in its acquisition of ION Media from Black Diamond Capital Management LLC.
  • Representing Pacific Gas & Electric (PG&E) in bankruptcy cases relating to California wildfires, with an aggregate settlement value of $13bn.

Cahill Gordon & Reindel LLP

Helmed by ‘outstanding’ transactional tax partner Craig Horowitz , Cahill Gordon & Reindel LLP is frequently engaged by a broad roster of blue-chip public companies and financial institutions for assistance in M&A deals, capital markets transactions, mezzanine investments, and restructurings. Aliza Levine concentrates on the federal aspects of big-ticket deals for an array of market-leading investment banks and financial institutions. Ann Creed is noted for her capabilities in leveraged finance and private equity, often in transactions with a strong cross-border element. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Craig Horowitz

Other key lawyers:

Aliza Levine; Ann Creed; Jim Clark

Testimonials

‘Access to partners is great. Advice given is always on point and current. Lawyers are resourceful and will find the appropriate contact for you if you are asking questions outside of specific lawyers specialty. Firm resources are excellent.’

‘Jim Clark is extremely knowledgeable and on point with his advice. Tries to help find solutions within the guidelines of the law rather than create obstacles.’

‘Craig Horowitz is always available and helpful. Provides great advice and has an excellent professional persona with clients.’

‘Craig Horowitz is outstanding. A true professional.’

‘Very responsive, pragmatic and solutions focused.’

Key clients

1-800-Flowers

Arch Capital Group

Audax Mezzanine

Bank of Montreal

BNP Paribas

Broadridge Financial Solutions

Cable One

Citigroup

Credit Suisse

Deutsche Bank

Healthcare Royalty Partners

ICON plc

Jefferies

JPMorgan

Morgan Stanley

Nomura

PNC

S&P Global

Trans World Entertainment/Kaspien

UBS

Wells Fargo

Work highlights

  • Advised ICON plc with respect to the $12bn acquisition of PRA Health Sciences, Inc. (and the related financing).
  • Advised an acquisition vehicle formed by Arch, Warburg and Kelso with respect to its $700m acquisition of Watford Holdings.

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered handles the full range of tax work for a mix of private clients and corporate entities from the worlds of manufacturing, fund management, insurance and financial services. New York-based practice co-head Jonathan Brenner regularly counsels hedge funds and high-net-worth individuals on domestic and cross-border transactions, including relocations and de-SPACs. In Washington DC, co-head Beth Kaufman and Anne O’Brien are highly experienced in estate planning matters, ranging from transfer taxes to gift tax audits. Michael Goon is also recommended. All named lawyers are based in DC unless stated otherwise.

Practice head(s):

Jonathan Brenner; Beth Kaufman

Other key lawyers:

Anne O’Brien; Michael Goon

Testimonials

‘Caplin practices tax at a high level, and integrates very well with our internal and external teams. While it may be easier in some ways to work with transactional and tax counsel from a single firm, Caplin brings enough to the table on the tax side to forestall us from using someone else for tax.’

‘Extremely responsive and highly knowledgeable.’

‘Jonathan Brenner and Michael Goon have been outstanding advisors. Jonathan makes himself very reachable, far outpacing the standard for partners in big law in this regard.’

‘Caplin and Drysdale has a great team of dedicated attorneys who are extremely knowledgeable, creative, thoughtful, well balanced and commercial. They bring talented experienced professionals who are not afraid to take a fresh look at new industries and opportunities. They have been cutting edge and conservative at the same time.’

‘Jonathan Brenner is a well rounded and experienced premier tax attorney who has the ability to balance commercial and practical considerations with cutting edge industry participation in a unique and thoughtful manner.’

Curtis, Mallet-Prevost, Colt & Mosle LLP

Curtis, Mallet-Prevost, Colt & Mosle LLP is regularly engaged by MNCs, financial institutions, and sovereign wealth funds on a wealth of middle-market transactions and investment structuring mandates. The team is led by New York-based Klas Holm  and Marco A Blanco , who splits his time between New York, Paris and Geneva. Also in New York, Olga Beloded is noted for her expertise in treaty planning and tax-efficient charitable giving. Eduardo Cukier  has left the firm.

Practice head(s):

Klas Holm

Other key lawyers:

Olga Beloded

Testimonials

‘Strong international practice’

‘Practical, well thought out international tax advice.

‘Olga Beloded offers intelligent, thorough and well reasoned international tax advice.’

Marco Blanco is a master of practical, well thought out international tax advice.

 

Key clients

Unipharm

Brevet Capital Management

E.ON SE

Burgan Bank

United Gulf Bank

Work highlights

  • Advising Brevet Capital Management on a broad range of matters relating to transactions, the structuring of investments, and cross-border tax issues.
  • Representing E.ON SE on a broad range of matters, including a recent $20bn global restructuring involving asset and business swaps across multiple jurisdictions.

Dentons

Leveraging its robust national footprint, Dentons works with a mix of individuals, corporates, and institutional investors on a range of matters, including REMIC and pass-through entity taxation. St. Louis-based co-head Nick Kappas is highly experienced in federal tax credit transactions and tax-exempt bond financing at the state and local level. In Kansas City, co-head Bruce Davison is noted for his wide-ranging capabilities in M&A and private equity transactions, while Kelli Wikoff focuses on tax considerations for limited liability companies and S corporations.

Practice head(s):

Nick Kappas; Bruce Davison

Other key lawyers:

Kelli Wikoff

Key clients

Midwest Renewable Capital, LLC

US Bancorp Community Development Corporation

St. Louis Development Corporation

Advantage Capital Partners

Southern Bancorp Bank

McFarlane Aviation, Inc

High Bluff Capital Partners

Energy Distribution Partners

Big Cypress Acquisition Corp

Heartland Home Services

The Jordan Company, L.P.

DiversiTech Corporation

Katten

Katten maintains an active presence in the middle-market M&A and DCM arenas, advising a diverse array of clients on the tax aspects of various deals, restructurings, and insolvency proceedings. Practice head Saul Rudo is praised by clients for his extensive experience in venture capital and start-up transactions, executive compensation, and fund formations. Valentina Famparska ’s recent transactional tax work include leveraged buyouts and private equity investments. All named lawyers are based in Chicago.

Practice head(s):

Saul Rudo

Other key lawyers:

Valentina Famparska

Testimonials

‘Katten strikes the perfect balance of top tier talent and execution with personal touch and reasonable fees.’

‘Our lead partner, Saul Rudo, is a true national expert on tax and transaction work. Saul is responsive and available around the clock which is critical in executing a successful deal.’

‘Saul Rudo is unsurpassed as an advisor on M&A and tax structuring transactions, possesses technical depth and is a superior listener. You will never be underserved in a difficult negotiation with Saul on your team.’

Key clients

Larry H. Miller Companies

Keypath Education

Sterling Partners

Netrix, LLC

Monroe Capital

Breakout Capital

Work highlights

  • Assisted Keypath Educatobs with corporate restructuring, tax structuring and securities law matters related to Keypath’s Initial Public Offering (IPO) to be listed on the Australian Securities Exchange.
  • Representing Larry H. Miller Companies in the sale of the Utah Jazz, Vivint Smart Home Arena and related assets.
  • Represented Netrix, LLC in a sale transaction to OceanSound Partners, a private equity firm investing in technology and technology-enabled businesses.

Kramer Levin Naftalis & Frankel LLP

Kramer Levin Naftalis & Frankel LLP is well regarded for its work on behalf of a range of high-net-worth individuals and entities in the fields of sports, entertainment, real estate, and insurance, particularly its capabilities in middle-market transaction structuring and capital asset planning.  Tax chair Barry Herzog ‘s wide-ranging expertise includes debt and equity offerings, alongside executive compensation. Pamela Capps works with public and private companies on the federal, state, and local tax aspects of M&A and joint venture transactions. Abraham Reshtick, who joined the practice from Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. in June 2021, is noted for his capabilities in financings, private equity and restructurings. All named lawyers are based in New York unless stated otherwise.

Practice head(s):

Barry Herzog

Other key lawyers:

Pamela Capps; Abraham Reshtick

Key clients

Stone Point Capital

Mitsui Fudosan America

Mitchell Group

BlackRock

PIMCO

Cornell Capital Partners

The Lombardy Hotel

Elysium Real Estate Partners

Quad Partners

Broadview Real Estate Partners Fund, LP

SitusAMC

Alliant Insurance Services

Sentinel Capital Partners

Atlantic Street Capital

Stone Point Capital

Mitsui Fudosan America

Mitchell Group

BlackRock

PIMCO

Cornell Capital Partners

The Lombardy Hotel

Elysium Real Estate Partners

Quad Partners

Broadview Real Estate Partners Fund, LP

SitusAMC

Alliant Insurance Services

Sentinel Capital Partners

Atlantic Street Capital

Work highlights

  • Represented Stone Point Capital on the tax aspects of numerous transactions.
  • Represented Mitsui Fudosan America Inc. in connection with advising, structuring and negotiating real estate development transactions across the United States.
  • Advised Mitchell on the tax aspects of its acquisition of QualCare from Cigna Corp.

Neal, Gerber & Eisenberg LLP

Neal, Gerber & Eisenberg LLP is particularly noted for its capabilities in state and local tax considerations, unclaimed property compliance, and transactios, acting for a diverse clientele. The team is also well versed in real estate and REIT matters, where practice head Jeffrey Shamberg is often instructed. John Biek is a seasoned advisor and leading figure in state unclaimed property field, who regularly handles a mix of transactional and planning mandates. Eric McLimore is also recommended. All named lawyers are based in Chicago.

Practice head(s):

Jeffrey Shamberg

Other key lawyers:

Eric McLimore; John Biek

Testimonials

‘The team effectively and efficiently resolve complex tax and business challenges, working with us to develop customized strategies and innovative methods of implementing those strategies.’

‘Jeffrey Shamberg provides clear and concise communications of arcane tax code without being pedantic or didactic. He consistently provides guidance and solutions on corporate, partnerships, real estate and REIT tax matters critical to our short- and long-term business objectives.’

Seyfarth Shaw LLP

Seyfarth Shaw LLP enjoys an especially strong reputation in the real estate capital markets space, working with a mix of REITs and other institutional investors on a range of acquisitions, dispositions, and financings. The team is also noted for its capabilities as an advisor to tax-exempt organizations and life sciences entities. Chicago-based tax practice co-head and corporate department chair Steven Meier is highly experienced in various alternative investment ventures, including Qualified Opportunity Funds and like-kind exchange programs. New York-based practice co-head John Napoli routinely advises on real estate fund formations, including REITs and UPREITs, while on the West Coast, Los Angeles-based Douglas Mancino focuses on healthcare activities. Ofer Lion is recommended for his non-profit expertise.

Practice head(s):

Steven Meier; John Napoli

Other key lawyers:

Douglas Mancino; Ofer Lion

Testimonials

‘Steve Meier is the main Partner that we work with at Seyfarth on various real estate securities transactions. His entire team is great.’

‘Steve has a deep understand in complex real estate tax matters which is willing and able to communicate in a comprehensible and actionable manner. He comes up with solutions and provides sound advice. While busy, he is responsive and a great overall communicator.’

‘John Napoli continues to lead this practice’s strength – real estate and REIT related matters. John has the ability to blend his knowledge of corporate and tax law with a practical perspective that is unique in the industry. Seyfarth also is at the forefront of diversity efforts, technology, and billing efforts.’

‘John Napoli continues to stand out within this practice. John continues his hands on role on each matter he is involved with and responds rapidly to client needs. John has the ability to quickly bring the full breadth of Seyfarth’s team to any mater.’

‘The team is extremely thoughtful. In my mind they are technically correct in their analysis and work well with my firm to provide us the best execution. Their billing is more than fair.’

Key clients

Mack Cali

AnGes Inc.

Workspace Property Trust

Brown Rudnick LLP

Brown Rudnick LLP is well regarded for its record in corporate restructurings, debt workouts, and bankruptcy reorganizations, working on behalf of ad hoc committees on high-profile Chapter 11 cases. Team head Nicole Bouchard maintains a diverse practice, most recently working with blue-chip retailers, SPACs unsecured creditors on the full gamut of tax matters. Vincent Guglielmotti variously advises REITs, REMICs and corporations on acquisitions and bankruptcies, while the ‘exceptionally smartBarbara Kelly focuses on income tax concerns for large business organizations. Barbara Klepper joined the practice from McAfee & Taft in October 2021. All named lawyers are based in New York.

Practice head(s):

Nicole Bouchard

Other key lawyers:

Vincent Guglielmotti; Barbara Kelly; Barbara Klepper

Testimonials

‘Strong team, filled with experienced practitioners who give thoughtful counsel. Exceptionally responsive with quick turnarounds.’

‘Barbara Kelly is exceptionally smart. She asks great questions that quickly allow her to get to the heart of issues and delivers both practical and thoughtful counsel.’

Key clients

Governmental Plaintiffs Ad Hoc Committee in the Chapter 11 case of Mallinckrodt Pharmaceuticals

Ad Hoc Committee of Consenting Governmental & Other Contingent Litigation Claimants in the Chapter 11 case of Purdue Pharmaceuticals

Justice John K. Trotter, in his capacity as Trustee of the PG&E Fire Victim Trust; and Cathy Yanni, in her capacity as Claims Administrator of the PG&E Fire Victim Trust in the Chapter 11 case of PG&E

Coalition of Abused Scouts for Justice in the Chapter 11 case of the Boy Scouts of America

The Official Committee of Unsecured Creditors in the Chapter 11 case of Ultra Petroleum Corp.

The Official Committee of Unsecured Creditors in the Chapter 11 case of Chesapeake Energy Corporation

Ad Hoc Group of Term Loan Lenders and the Term Loan Agent in the Chapter 11 case of Pier 1 Imports, Inc.

Envision Unsecured Noteholders in the Chapter 11 case of Intelsat

Dean & Deluca New York Inc.

The Official Committee of Unsecured Creditors in the Chapter 11 case of Libbey Glass, Inc.

The Official Committee of Unsecured Creditors in the Chapter 11 case of Briggs & Stratton

The Official Committee of Unsecured Creditors of Ravn Air Group, Inc.

SSCP Asset Management

NextPoint Acquisition Corp. (now NextPoint Financial, Inc.)

Official Committee of Equity Security Holders of Washington Prime Group

Ad Hoc Committee of Unsecured Noteholders in the Chapter 11 case of Alpha LATAM

Official Committee of Unsecured Creditors in the Chapter 11 case of Basic Energy Services

Work highlights

  • Representing the Ad Hoc Committee of Consenting Governmental & Other Contingent Litigation Claimants in the Chapter 11 case of Purdue Pharmaceuticals.
  • Represented the Official Committee of Unsecured Creditors as bankruptcy counsel in the Chapter 11 case of Ultra Petroleum.
  • Advised NextPoint Acquisition Corp., a special purpose acquisition company (SPAC), in its acquisition of Liberty Tax, a leading tax return preparation service provider, and LoanMe, an established consumer and small business lender ($643m total enterprise value), and in a related PIPE and debt financing arrangement.

Jones Walker LLP

Working with a broad roster of oil and gas companies, infrastructure providers, and not-for-profits throughout the Gulf South, Jones Walker LLP handles a strong mix of of state and local tax matters, corporate transactions, and tax credit financings. William Backstrom is a highly experienced advisor to all manner of entities with Louisiana-based operations. Jonathan Katz specializes in historic rehabilitation tax credit and opportunity zone programs, while Jesse Adams’ SALT expertise spans the energy, manufacturing, healthcare, and transport sectors. New York-based Alysse McLoughlin, who joined from McDermott Will & Emery LLP in August 2021, works chiefly with financial services companies on state tax matters. The ‘outstandingRudolph Ramelli is rated for his transactional acumen. All named lawyers are based in New Orleans unless stated otherwise.

Practice head(s):

William Backstrom; Jesse Adams; Jonathan Katz

Other key lawyers:

Alysse McLoughlin; Rudolph Ramelli

Testimonials

‘Rudolph Ramelli is outstanding. Extremely knowledgeable, hard working, and client focused.’

‘My work is extensively with Alysse McLoughlin; SALT partner connected with the New Orleans office. We worked together on various matter for many years. In addition to being very intelligent, creative and a strong communicator, Alysse is an outstanding partner/team player.’

Reed Smith LLP

Praised by its high-profile clientele for its technical acuity in transactional matters, Reed Smith LLP continues to expand its national presence with the opening of a new office in Houston, where former Baker Botts L.L.P. partners Robert Phillpott and Ron Scharnberg are key new additions, joining in March 2021. New York-based practice heads Angelo Ciavarella and James Tandler are routinely sought out by clients from the worlds of music, healthcare and life sciences for their expertise in M&A structuring and advisory mandates. In Chicago, Arnold Grant is noted for his knowledge of renewable energy incentives and transactions. David Hryck has left the firm.

Practice head(s):

James Tandler; Angelo Ciavarella

Other key lawyers:

Robert Phillpott; Ron Scharnberg; Arnold Grant; Gerald DiFiore

Testimonials

‘The team I have engaged with has extensive skills complement and can seamlessly interact to bring full expertise to an issue. They collaborate and interact until they are prepared to quickly bring several thoughts to the table on the disposition of an issue.’

‘I find Angelo Ciavarella and Gerard DiFiore to be exceptional business people who happen to practice law. This comes across in their ability to empathize with any situation I am solving for as well as provide meaningful input’

‘Reed Smith’s tax group is technically expert at advising on complex tax matters and advising clients in an easy to understand manner. While cliche, they make the complex easy!’

‘Reed Smith’s tax lawyers, and especially Robert Phillpott, are technical experts adept at conveying the complex in an understandable manner who bring deep experience to bear on their client’s behalf.’

‘The RS Tax Team was actively engaged throughout the entire transaction process from beginning to end, often when it was not obvious that a tax matter would arise. This allowed them to anticipate issues as they evolved!’

‘James Tandler was involved in those many discussions (virtual meetings) where it was not obvious that a tax matter would come to fruition. His Team supporting him was technically competent and proactive in solving problems ! They also were good “communicators” of technical matters.’

‘The team were very helpful – worked under very tight deadlines and the advice they gave was clear and relevant – they were not afraid of committing to their recommendations and they also provided the logic behind the guidance they gave.’