Primarily based in New York, the tax team at Hogan Lovells Cadwalader is well-versed in tax-free and tax-efficient structures for M&A transactions, spin-offs, divestitures and joint ventures. It combines the strength of the former Hogan Lovells Cadwalader and Hogan Lovells Cadwalader, merged in July 2026. Linda Swartz oversees a range of transaction tax structures and derivative products, she also designs foreign tax planning strategies. Jon Brose lends his expertise to issues concerning collateralized loan obligations (CLOs) and related structured finance and securitization vehicles, while Gary Silverstein focuses on commercial and residential mortgage-backed securitizations and securitizations. William Walsh advises on capital markets transactions and is another key member of the team. In Washington DC, Mark Howe has extensive experience in the tax structuring of both domestic and offshore investment funds as well as an array of financial products and transactions. Josh Scala primarily represents real estate investment trusts (REITs) in a broad a ray of transactions and is based in San Francisco. In Washington DC, Cristina Arumi has also has extensive experience advising on REITs as well as capital markets and M&A transactions. Jasper Howard is a key contact for particularly complex transactional matters, including spin-offs, restructurings and both private and public M&A deals, while Scott Lilienthal specializes in public finance. New York-based Mark Weinstein uses his expertise in game theory to advise on complex multi-jurisdictional tax planning matters on behalf of sports, media and entertainment companies. Lauren Clarke in New York and Caitlin Piper in Washington DC are also key members of the team and advise on real estate transactions.
Legal 500 Editorial commentary

Accolades

Client satisfaction: Lawyer & team quality
Client satisfaction: Sector knowledge
Client satisfaction: NPS ®

Key clients

  • AlTi Tiedemann Global (“AlTi”)
  • Assured Guaranty Corp. and Assured Guaranty Municipal Corp.
  • BNP Paribas
  • Mason Capital Management equity consortium
  • Advantage Capital Holdings LLC
  • A private equity-backed digital infrastructure company
  • A number of regional banks and Global Systemically Important Banks (GSIBs)
  • AlTi Tiedemann Global (“AlTi”)
  • 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.
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

Leading partners

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

Cristina Arumi
Cristina Arumi
Next Generation Partners

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

Caitlin Piper
Caitlin Piper
Practice head

Linda Swartz; Josh Scala

Other key lawyers

Jon Brose; Gary Silverstein; William Walsh; Mark Howe; Cristina Arumi; Jasper Howard; Scott Lilienthal; Mark Weinstein; Lauren Clarke; Caitlin Piper