Jointly led by Larry Crouch and Jack Heinberg, the team at A&O Shearman provides a comprehensive tax advisory service advising on the U.S. federal income tax aspects of domestic and cross-border financial and corporate transactions. The firm’s client roster is comprised of governments, financial institutions, insurance companies, and funds. Crouch holds extensive experience in advising clients on tax planning issues for domestic and international transactions, including mergers and acquisitions, capital markets and joint ventures, while Heinberg focuses his broad practice primarily on the taxation of financial instruments and derivatives, cross-border financing, CLOs, and securitizations. Caroline Lapidus is based in Silicon Valley and represents clients in matters concerning project finance, asset management and REIT investments. Lorenz Haselberger, who is based in New York, routinely advises banks, broker dealers, digital asset intermediaries and family offices on the tax aspects of financial products, transactions, and inbound investments.
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Key clients

  • Société Générale
  • Neuberger Berman
  • Sound Point Capital Management
  • CQS
  • Monroe Capital Management LLC
  • PIMCO
  • TD Bank
  • CIBC
  • Toyota Motor Credit Corporation
  • Abu Dhabi National Oil Company

Work highlights

  • Acting as an advisor in the global covered bond market to both issuers and underwriters in an established covered bond programs.|
  • Advised on approximately 120 CLO transactions, totalling over U.S.$49 billion, for clients such as Neuberger Berman, Sound Point Capital Management, Elmwood Asset Management, CIFC Asset Management, Jefferies, and other various investment and asset management firms.
  • Developing a leading practice in structuring and implementing significant risk transfer transactions and investment platforms.

Lawyers

Leading partners

The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.

Next generation partners

Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

Larry Crouch; Jack Heinberg

Other key lawyers

Caroline Lapidus; Lorenz Haselberger