Mr Jason Factor > Cleary Gottlieb Steen & Hamilton LLP > San Francisco, United States > Lawyer Profile

The tax practice at Cleary Gottlieb Steen & Hamilton advises on a wide range of financial products, specializing in advising on the taxation of cryptocurrencies, derivatives, and hedge funds, thus supporting global corporations, financial institutions and sovereign wealth funds. New York-based Meyer Fedida leads the team, which comprises of Jason Factor , known for advising on M&A, fundraisings, and private funds liquidity, William McRae , whose broad practice encompasses sovereign wealth funds and complex bankruptcy matters, and James Peaslee whose broad portfolio encompasses structured finance, financial products, and financial institutions. Susanna Parker, is well regarded for her work with private equity sponsors while, Maureen Linch, who is based in the Bay Area, advises on cross-border tax planning and renewable energy tax credits.

Cleary Gottlieb Steen & Hamilton LLP’s New York office advises a diverse array of clients comprised of multinationals, financial institutions, and investment funds, on a range of transactions requiring tax structuring and planning in areas such as cryptocurrency, acquisitions, and fund formations. Handling multijurisdictional mandates, the team collaborates with non-tax departments across the firm’s international offices, as showcased in the firm’s representation of Synopsys in its $35bn acquisition of Anysys, and the securing of the $16bn financing for the transaction. The team is recognized for their uncanny ability to navigate and harmonize joint ventures across jurisdictions with vastly different regulatory and practical tax conceptions, with tax department head Meyer Fedida , leading a robust practice concerned with the tax aspects of large multijurisdictional M&A matters across private equity, media, and technology. Leslie Samuels advises on a vast array of transactions, most notably, mergers and acquisitions and foreign direct investment. On the other hand, Jason Factor  handles complex tax planning, particularly within the energy space while Susanna Parker provides advice on cross-border planning to key private equity players.

Cleary Gottlieb Steen & Hamilton fields a team which operates across the US and worldwide, advising on a broad range of non-contentious tax issues, including prestige M&A, investment fund structuring, and bankruptcies. The department has broad sector expertise, acting for multinational companies, private equity firms, and governments across the tech, industrial, and retail sectors, among others. Practice head Meyer Fedida is particularly adept in multijurisdictional M&A and private equity issues. Fedida is based in New York, where other key team members include Jason Factor, who is a key name for M&A and private funds liquidity, William McRae, a contact of multiple sovereign wealth funds, and Susanna Parker, whose particular specialism is the private equity sector. Maureen Linch, of the San Francisco office, covers transactional, structuring, and advisory tax matters, and has recent experience in the cryptocurrency sector. Swift Edgar joined the New York office in January 2024 from Wachtell, Lipton, Rosen & Katz, bringing further expertise in tax matters relating to corporate and capital markets transactions. Victoria Ju in New York is a name to note.