
Cadwalader, Wickersham & Taft LLP has substantial experience designing tax-efficient restructurings and reorganizations involving troubled and insolvent corporations and other entities, with a particular focus on preserving net operating losses and other tax attributes, both in and out of bankruptcy. The practice is led from New York by Linda Swartz, who frequently advises on complex global mergers and acquisitions, spin-offs, joint ventures, and restructurings, and on the development of foreign tax planning strategies. In Washington DC, Mark Howe focuses on partnerships, financial products, securitization, the tax aspects of capital markets, and general corporate finance. New York-based Jon Brose advises on tax issues relating to CLOs and other structured finance and securitization vehicles. Also in New York, William Walsh was seen alongside Swartz advising AlTi Tiedemann Global on a $450 million growth capital investment from Allianz X and Constellation Wealth Capital to support the company’s expansion and M&A strategy.
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Key clients
- AlTi Tiedemann Global
- Assured Guaranty Corp. and Assured Guaranty Municipal Corp.
- BNP Paribas
- Mason Capital Management equity consortium
- Advantage Capital Holdings LLC
Work highlights
Advised AlTi Tiedemann Global in a $450 million growth capital investment from Allianz X and Constellation Wealth Capital to support the company’s expansion and M&A strategy.
Representing BNP Paribas in a $5 billion strategic financing and capital markets collaboration with ATLAS SP Partners, supporting asset-backed credit origination and securitizations.
Advised Advantage Capital on tax matters for several strategic transactions, including the sale of an infrastructure services company and the divestiture of a consumer finance technology platform to a global private equity sponsor whose affiliated funds manage Phoenix Aviation Capital.
Lawyers
Hall of Fame
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Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
Linda Swartz
Other key lawyers
Mark Howe; Jon Brose; William Walsh


