Primarily based in New York, Simpson Thacher & Bartlett LLP  handles a range of tax matters across M&A, banking, capital markets, real estate investments, and private funds. The team boasts an impressive list of both US and non-US clientele, leveraging its global team to offer the full spectrum of cross-border tax planning and deal matters. The team is particularly known for its funds practice with a stellar list of private equity clients. Practice co-head Marcy Geller advises clients in tax matters ranging from fund formation, M&A, REITs, and restructuring. Practice co-head Nancy Mehlman notably advises on high-profile M&A transactions and tax-free spin-offs, as well as partnerships and joint ventures. Other key names include Jonathan Goldstein, who handles financial institutions, fund formation, and renewables transactions. Andrew Purcell, who advises on private equity transactions and acquisitions. Russell Light, who has expertise in SPACs, REITs, and BDCs, and Sophie Staples, who does tax aspects of investments, acquisitions, and divestitures. All lawyers mentioned are based in New York.
Legal 500 Editorial commentary

Accolades

Client satisfaction: Sector knowledge

Testimonials

Collated independently by Legal 500 research team.

  • Clear, understandable, and practical advice.

Key clients

  • KKR
  • Paramount Global
  • Johnson Controls International
  • Blackstone Real Estate Partners X
  • Global Infrastructure Partners
  • iHeartMedia, Inc.
  • TIH’s McGriff Insurance Services business (“McGriff”)
  • Zayo Group
  • New Mountain
  • Global Blue
  • Stonepeak
  • ODP Corporation

Work highlights

 

Advised KKR in connection with its acquisition, with Canada Pension Plan Investment Board, of a 45% equity interest in Sempra Infrastructure Partners, one of North America’s leading energy infrastructure platforms, valued at $31.7 billion.
 

Represented Paramount Global in connection with its merger with Skydance Media, LLC, creating Paramount Skydance Corporation. The terms of the transaction agreement valued the combined company at an enterprise value of approximately $28 billion.
 

Represented Johnson Controls International in connection with its agreement to sell its Residential and Light Commercial HVAC business to the Bosch Group in an all-cash transaction valued at $8.1 billion.

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

Marcy Geller; Nancy Mehlman

Other key lawyers

Jonathan Goldstein; Andrew Purcell; Russell Light; Benjamin Rippeon; Sophie Staples; Adam Arikat; Ed Grais