Mr Alan Waldenberg > Schulte Roth & Zabel LLP > New York, United States > Lawyer Profile

Mr Alan Waldenberg

+1 212.756.2501 alan.waldenberg@srz.com

Work Department

Tax, Distressed Investing, Energy, Mergers & Acquisitions, Private Equity, Real Estate Capital Markets & REITs

Position

Alan S. Waldenberg is co-head of the firm’s Tax Group. His practice focuses on income tax and international tax, including tax considerations in mergers & acquisitions, restructurings and workouts, and international investments with a particular emphasis on transactions involving investment funds. Representative engagements and transactions include serving as primary tax counsel to Albertsons Companies and an investor group led by one of the world’s leading private equity firms in the $9.2-billion acquisition of Safeway Inc., which won “Deal of the Year – Retail” at the 2015 ACG New York Champion’s Awards. He has also served as primary international tax counsel in connection with substantial investments by investment funds in distressed debt and real estate located in the United Kingdom, Ireland, Germany, Italy, Spain and Japan. He was also involved in the recapitalization and subsequent IPO of BAWAG, the second-largest bank in Austria; and the $1.05-billion sale of LNR Property, a leading diversified real estate investment, finance, management and development firm. This transaction was named “Real Estate Deal of the Year” at the 2014 M&A Atlas Awards: Global Major Markets.

Other significant transactions include serving as primary tax counsel for a group of investment funds in connection with the acquisition of a majority of GMAC from General Motors and the subsequent restructuring of that investment, including GMAC’s conversion to a bank and its receipt of an infusion of capital from the U.S. Treasury; the acquisition of a controlling interest in Chrysler from DaimlerChrysler; and the sale of Chrysler Financial for cash consideration of approximately $6.3 billion, a transaction named the biggest deal of 2010 by The Globe and Mail, the “Financial Services Deal of the Year” at the 2012 M&A Atlas Awards and the “Cross Border Deal of the Year over $100M” at the 2012 ACG New York Champion’s Awards. Alan’s other award-winning deals include the acquisition of AT&T’s Yellow Pages – Advertising Solutions and Interactive Businesses, named the “North America Large Private Equity Deal of the Year” at the 2012 Americas M&A Atlas Awards and the “M&A Deal of the Year (Over $500mm)” at the 2013 New York Champion’s Awards; and the acquisition of Boston-based Caritas Christi Health Care, selected as Investment Dealers’ Digest magazine’s 2010 “Deal of the Year” award in the health care category and the “North America Private Equity Deal of the Year” at the 2011 Americas M&A Atlas Awards. In addition, Alan has worked on numerous other domestic and international private equity investments, including acquisitions of international banks, international finance companies, retail companies, manufacturing businesses and industrial operations, and has served as primary tax counsel in connection with the structuring of private equity funds and hedge funds, including funds investing primarily in domestic and international private equity, funds investing primarily in Asia and Europe, real estate funds, funds investing primarily in debt, and distressed opportunity funds. After earning his B.A., magna cum laude, in 1974 from the University of Maryland, Alan became a certified public accountant in the State of Maryland. In 1978, he was awarded a J.D., cum laude, by Harvard Law School. Alan is a member of the Taxation Sections of the American Bar Association and the New York State Bar Association, and is a Fellow of The New York Bar Foundation.

Memberships

American Bar Association, Taxation Section; New York State Bar Association, Taxation Section; Fellow, The New York Bar Foundation.

Education

Harvard Law School, JD, cum laude; University of Maryland, BA, magna cum laude.