Mr Jonathan Goldstein > Simpson Thacher & Bartlett LLP > New York, United States > Lawyer Profile
Simpson Thacher & Bartlett LLP Offices
425 LEXINGTON AVENUE
NEW YORK, NY 10017-3954
NEW YORK
United States
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Mr Jonathan Goldstein

Work Department
Tax
Position
Tax partner concentrating on private investment fund formation, tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding financial institutions, financing transactions, corporate restructuring and bankruptcies, cross-boarder tax matters and partnerships and other joint ventures. Jonathan also regularly provides advice with respect to the Foreign Account Tax Compliance Act (FATCA) to a diverse group of clients. In addition, he was named the top tax lawyer in North America for 2021 based on deal volume and number of deals and one of the top tax lawyers in 2019 and 2020 by Mergerlinks.
Education
University of Rochester (BA, 2000); George Washington University School of Law (JD, High Honors, Order of the Coif, 2003); New York University School of Law (LLM, Harry J. Rudick Memorial Award for distinction in the LLM Taxation Program, 2005).
Lawyer Rankings
United States > Tax > International tax
(Leading lawyers)Based in New York, Simpson Thacher & Bartlett LLP advises multinationals, investment funds, and banks on tax matters related to major financings, capital markets and M&A transactions, and restructurings. The team also provides tax advice to international real estate investment funds. Co-head of the tax practice Nancy Mehlman is noted for her work in tax matters involving fund formation and investments, and is especially strong advising tax-exempt organizations such as universities and private foundations. Marcy Geller has been promoted to co-head and covers REITs, M&A, and fund formation. She works alongside Russell Light, a specialist in tax matters related to M&A, REITs, and SPACs, as well as Sophie Staples, an expert in M&A, dispositions, and divestitures. Jonathan Goldstein is a key resource for private investment fund formation and tax aspects of M&A. Additionally, international tax planning advisor Benjamin Rippeon joined from Gibson, Dunn & Crutcher LLP in March 2021.
United States > Tax > US taxes: non-contentious
(Next Generation Partners)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.
Lawyer Rankings
- Leading lawyers - United States > Tax > International tax
- Next Generation Partners - United States > Tax > US taxes: non-contentious
- US taxes: non-contentious - United States > Tax
- International tax - United States > Tax
Top Tier Firm Rankings
- Finance > Capital markets: debt offerings
- Finance > Capital markets: equity offerings
- Finance > Capital markets: global offerings
- Finance > Capital markets: high-yield debt offerings
- Labor and employment > Employee benefits, executive compensation and retirement plans: transactional
- Industry focus > Environment: transactional
- Dispute resolution > Financial services litigation
- Dispute resolution > General commercial disputes
- Dispute resolution > Leading trial lawyers
- Industry focus > Insurance: advice to insurers
- Dispute resolution > M&A litigation: defense
- M&A/corporate and commercial > M&A: large deals ($1bn+)
- Tax > Not-for-profit (nonprofit and tax exempt organizations)
- M&A/corporate and commercial > Private equity buyouts
- Investment fund formation and management > Private equity funds (including venture capital)
- Real estate > Real estate
- Dispute resolution > Securities litigation: defense
- Tax > US taxes: non-contentious
Firm Rankings
- Antitrust > Cartel
- Industry focus > Energy transactions: electric power
- Industry focus > Energy transactions: oil and gas
- Industry focus > Energy: renewable/alternative power
- Tax > International tax
- Antitrust > Merger control
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- Real estate > Real estate investment trusts (REITs)
- Finance > Restructuring (including bankruptcy): corporate
- Antitrust > Civil litigation/class actions: defense
- M&A/corporate and commercial > Corporate governance
- Finance > Financial services regulation
- Industry focus > Insurance: non-contentious
- Finance > Structured finance: securitization
- Media, technology and telecoms > Technology transactions
- International Trade > International trade
- Finance > Structured finance: derivatives and structured products
- Dispute resolution > Appellate: courts of appeals / Appellate: supreme courts (states and federal)
- Finance > Commercial lending
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Finance > Project finance