Baker McKenzie > Luxembourg, Luxembourg > Firm Profile

Baker McKenzie
10-12 BOULEVARD ROOSEVELT
2450 LUXEMBOURG
Luxembourg

Luxembourg > Tax Tier 1

Combining local expertise with global best practice, the 'knowledgeable and experienced' team at Baker McKenzie acts on its own as well as frequently alongside international firmwide offices to provide 'pragmatic and solutions-oriented advice' on tax structuring associated with corporate and finance transactions, as well as advising on standalone compliance/advisory and litigation mandates. The team is best-known for its international tax structuring expertise, an area where the 'highly experienced and sophisticated' Diogo Duarte de Oliveira  excels and is always able to advise on the most appropriate structure to facilitate fundraising and large-scale cross-border M&A transactions. Amar Hamouche  also provides 'pragmatic and solutions-oriented advice' on corporate and international tax structuring for funds on their downstream investments (as well as on management incentive arrangements), in addition to a considerable volume of tax structuring associated with structured capital markets transactions. Antonio Weffer heads up the firm's transfer pricing sub group and often handles applicable work for funds, multinational corporates and financial services firms. As well as his flow of tax structuring for corporates, funds and financial institutions, Olivier Dal Farra, who rounds out the team at a partner level, is also noted for his 'comprehensive knowledge of wealth structuring solutions for private clients'.

Practice head(s):

Diogo Duarte de Oliveira; Amar Hamouche; Antonio Weffer; Olivier Dal Farra

Other key lawyers:

Andrea Addamiano; Miguel Pinto de Almeida; Nicolas Jeangeorges; Antonio Merino; Georgios Merkouriou; Margherita Hausbrandt; Delfina Ascoli; Lazaros Teneketzis; Elisa Ortuno; Teresa Rodriguez; Matteo Barchi; Elise Boscher; Evangelia Nazou

Testimonials

‘The tax practice at Baker McKenzie Luxembourg is premium in international tax matters and delivers significant value for money.’

‘The knowledgeable and experienced tax team provides pragmatic and solutions-oriented advice.’

‘The team possesses a deep understanding of complex challenges across various sectors, consistently delivering tailored solutions that reflect their extensive industry knowledge.’

‘Diogo Duarte de Oliveira can explain the most complicated tax issue in plain English, and will set up the best structure for you.’

‘Diogo Duarte de Oliveira is a highly experienced and very sophisticated tax lawyer in Luxembourg. He is very reliable, precise and knows our company very well.’

‘Amar Hamouche is very reliable, pragmatic and solutions-oriented.’

‘Olivier Dal Farra is very knowledgeable in Luxembourg and international taxation. He is clear and solutions oriented, his approach to tax matters is robust and innovative at the same time.’

‘Olivier Dal Farra is engaged and responsive with a comprehensive knowledge of wealth structuring solutions for private clients.’

Work highlights

Luxembourg > Commercial, corporate and M&A Tier 2

Although it handles some purely domestic work - including on day-to-day operational corporate compliance/governance matters for multinational and local companies doing business in Luxembourg - Baker McKenzie is best-known for its skill at handling the necessary Luxembourg structuring pursuant to large-scale cross-border M&A mandates. Here, the team, which is led by the 'outstanding' Jean-François Findling and Elodie Duchêne, can provide a one-stop-shop approach to corporates and funds on the buy and sell-side working in close co-operation with lawyers from throughout the firm's vast global network. Another strength is the team's ability to handle large-scale restructuring mandates.

Practice head(s):

Jean-François Findling; Elodie Duchêne

Other key lawyers:

Nicolas Clément; Gilles Heckel; Teolina Tentchev; Nastasia Dumitru

Testimonials

‘The firm’s international dimension, with a presence in almost every country, is a real plus in transnational transactions. The services provided are excellent.’

‘The outstanding Jean-François Findling is highly committed and responsive.’

Key clients

Sika

Work highlights

  • Advised Sika, a Swiss multinational specialty chemical company, on the €5.3bn acquisition of the MBCC Group from LoneStar, subject to the divestment of MBCC’s concrete admixtures business to Cinven for c. €700m, in compliance with the merger control of the European competition authority.

Luxembourg > Dispute resolution Tier 2

Under the expert guidance of 'very well respected litigator' Annie Elfassi, Baker McKenzie continues to gain market traction among funds, financial institutions and corporates, which are appreciative not only of the team's growing domestic capability but also its ability to leverage broader firmwide international resources on cross-border matters. The team is well-versed in handling conventional litigation and arbitration and also benefits from access to lawyers within the firm's well-respected cross-office investigations, compliance and ethics team.

Practice head(s):

Annie Elfassi

Other key lawyers:

Valérie Kopéra; Merona Gehbrhiwet; Johann Bensimon

Testimonials

‘Annie Elfassi is a very well-respected litigator.’

Work highlights

Luxembourg > Employment Tier 2

Under the guidance of Annie Elfassi, Baker McKenzie continues to gain market traction and bolstered by a number of high-profile strategic hires over the last few years, increasingly has the critical mass to handle a significant range and volume of work for an employer-focused client base. Sabrina Bodson displays  'strong attention to detail' and is a popular choice among employers seeking guidance across the full life-cycle of their activities, from hiring through to firing. Elfassi is also skilled at handling some advisory work, often working with Bodson on remuneration policies and general employment contract drafting, as well as leveraging her broader litigation smarts to good effect across a range of contentious employment matters.

Practice head(s):

Annie Elfassi

Other key lawyers:

Sabrina Bodson; Lisa Renard

Testimonials

‘Sabrina Bodson is reactive, pragmatic and displays strong attention to detail without losing the overall picture and strategy.’

Work highlights

Luxembourg > Investment funds Tier 2

With 'deep industry knowledge' and a strong 'insight of the regulator's viewpoint', Baker McKenzie is well-placed to provide 'pragmatic and effective advice' to managers in the private fund space. As well as being abreast of the increased use of debt funds in the market, the team has longstanding expertise advising fund managers on real estate strategies, with clients also benefiting from the firm's broader international network on cross-border matters. Laurent Fessmann provides 'solutions-oriented advice' and is central to much of the fund formation and ongoing operational mandates, including on ESG-focused funds. Catherine Martougin  co-heads the team alongside Fessmann.

Practice head(s):

Laurent Fessmann; Catherine Martougin

Other key lawyers:

Ali Bouhrara; Amélie Woltrager

Testimonials

‘The team provides pragmatic and effective advice.’

‘The team has deep industry knowledge and insight of the regulator’s viewpoint.’

‘Laurent Fessmann has a deep understanding of the industry, legal framework and applicable regulations and provides solutions-oriented advice.’

Key clients

Invesco Real Estate – European Fund (IREEF)

Catella Residential Investment Management GmbH

Keppel Fund Management

Credit Value Investments Sp. zo.o. (CVI Dom Maklerski sp. zo.o.)

Terrano Capital Partners

INVEL Real Estate Advisors LLP

Work highlights

Luxembourg > Private equity Tier 2

Baker McKenzie's cross-disciplinary private equity group, which draws from the office's corporate, tax and investment funds practice areas, handles work for sponsors throughout their investment life-cycle. On the downstream investment front, the team regularly works alongside other offices from the firm's expansive international network to provide a one-stop-shop service on cross-border mandates. Jean-François Findling is key to the firm's M&A in the sector, including for private equity funds acquiring assets in the financial services sector and for infrastructure funds on their transactional work. Elodie Duchêne also handles a considerable amount of private equity-related investment work, as well as regularly providing advice on management incentive plans.

Practice head(s):

Jean-François Findling; Elodie Duchêne; Diogo Duarte de Oliveira; Amar Hamouche; Laurent Fessmann

Other key lawyers:

Olivier Dal Farra

Work highlights

Luxembourg > Real estate and construction Tier 2

Working on its own as well as being able to leverage vast resources throughout its global network, Baker McKenzie is well-positioned to advise on domestic and cross-border real estate work for developers, investors and end-users. Team head Jean-François Trapp has excellent standing in the industry both through his fee-earning work, which includes corporate real estate work for fund clients, as well as through his continued role as President of the Advisory Board of the LuxReal association.

Practice head(s):

Jean-François Trapp

Work highlights

Luxembourg > Banking, finance and capital markets Tier 3

Baker McKenzie provides 'pragmatic and cost-effective advice' to creditors and debtors seeking or providing finance to facilitate a range of aims, invariably in a cross-border setting. As well as regularly handling leverage finance matters, the 'highly technical' Jean-François Trapp is also very skilled at advising on real estate-related new money and refinancing mandates, often working alongside key firmwide European offices including Paris. Laurent Fessmann co-heads the team alongside Trapp and is noted, in particular, for for his bridge and fund finance work for asset managers.

Practice head(s):

Laurent Fessmann; Jean-François Trapp

Other key lawyers:

Ana Vazquez; Alexis Bouvet; Corina Morosanu; Aline Koenig

Testimonials

‘They provide pragmatic and cost-effective advice.’

‘The excellent Jean-François Trapp is highly technical.’

‘Jean-Francois Trapp provides pragmatic solutions.’

 

Key clients

Aurelius Group

Banque Internationale à Luxembourg (Goldenpeaks)

Mizuho Bank, Ltd

Work highlights

  • Advised private equity group Aurelius on the financing to facilitate the acquisition of the LSG Group from Deutsche Lufthansa.
  • Represented Banque Internationale à Luxembourg (Suisse) in the issuance of €31.5m notes issued by GoldenPeaks Green Bond I acting in respect of its compartment 3 and the issuance of EUR 49.125 million issued by GoldenPeaks Green Bond I acting in respect of its compartment 4.
  • Advised Mizuho Bank in relation to the £78m facilities agreements to refinance the acquisition costs of certain landmark properties in the UK (e.g., Attercliffe Common Trading Centre, Berkley Business Park, Braintree Trading Centre, etc.).

Please visit https://www.bakermckenzie.com/en/ to know more about our Firm.

Photo Name Position Profile
Sabrina Bodson photo Sabrina Bodson Sabrina Bodson is a counsel in the Employment Practice Group of Baker…
Olivier Dal Farra photo Mr Olivier Dal Farra Olivier dal Farra is a Partner in the Tax Group of Baker…
Diogo Duarte de Oliveira photo Diogo Duarte de Oliveira Diogo Duarte de Oliveira is a tax lawyer and partner in the…
Elodie Duchêne photo Ms Elodie Duchêne Elodie Duchêne is a partner in the M&A and Corporate practice groups…
Annie Elfassi photo Annie Elfassi Annie Elfassi is the Partner in charge of the Litigation and Employment…
Laurent Fessmann photo Mr Laurent Fessmann Laurent Fessmann is a Banking & Finance partner specializing in the formation…
Jean-François Findling photo Mr Jean-François Findling Jean-François Findling is a founder and the managing partner of the Firm’s…
Amar Hamouche photo Mr Amar Hamouche Amar Hamouche is a Principal within the Tax practice group of Baker…
Catherine Martougin photo Ms Catherine Martougin Catherine Martougin is a partner in the Funds & Asset Management team…
Jean-François Trapp photo Mr Jean-François Trapp Jean-François Trapp is a partner in the Real Estate team of the…
Antonio Weffer photo Mr Antonio Weffer Antonio A. Weffer is a tax principal in Baker McKenzie’s Tax Practice…


  • Tax