Primarily based in New York, the tax team at Cadwalader, Wickersham & Taft LLP is well-versed in tax-free and tax-efficient structures for M&A transactions, spin-offs, divestitures and joint ventures. Practice head 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.
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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.
Practice head
Linda Swartz
Other key lawyers
Jon Brose; Gary Silverstein; William Walsh; Mark Howe