The New York based team at Cadwalader, Wickersham & Taft LLP is prominent for its transactional work, focused on tax-free and tax-efficient M&A structures, which the firm has employed to international mergers and acquisitions, spin-offs, inversions, and Reverse Morris Trusts. The team is also well-regarded for its restructuring practice which assists debtors and creditors, as well as investors, committees, and other creditor groups, in cross-border restructurings, bankruptcy proceedings, workouts, and other distressed situations. The team is capable in handling the restructuring of foreign debt or new money investments by foreign entities, as well as ERISA issues and REMIC tax issues. Linda Swartz leads the practice and focuses her practice on structuring global mergers and acquisitions, spin-offs, joint ventures, and restructurings. Jon Brose assists managers, underwriters, issuers, and placement agents on tax issues relating to CLOs, CRTs, SRTs, and other structured finance and securitization vehicles. William Walsh is also a key contact.
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Key clients

  • BNP Paribas
  • AlTi Tiedemann Global (“AlTi”)
  • A number of regional banks and Global Systemically Important Banks (GSIBs)
  • A leading global alternative investment manager
  • Integrated Whale Media Investments (“IWM”)
  • Multinational drink and brewing company
  • Barings
  • ATLAS SP Partners
  • Assured Guaranty Corp. and Assured Guaranty Municipal Corp.
  • AXA Investment Managers

Work highlights

Represented AlTi Tiedemann Global, a publicly traded international wealth management and alternative investments corporation with approximately $68 billion in assets, in securing a strategic investment of up to $450 million in growth capital from Allianz X and Constellation Wealth Capital.
Assisted BNP Paribas in its $5 billion strategic financing and capital markets collaboration with ATLAS SP Partners.
Integrated Whale Media Investments on both the proposed $800 million sale of majority ownership in Forbes Global Media Holdings to an investor group led by Austin Russell.

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; William Walsh