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A&O Shearman

A&O Shearman

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United States • Tax

3

US taxes: non-contentious

With a deep bench in New York, Silicon Valley, and Dallas, A&O Shearman’s non-contentious tax offering can provide strategic tax planning advice to domestic and multinational corporations. They frequently represent multinational companies in complex cross-border M&A transactions, joint ventures, day-to-day tax planning, and restructurings. The team also works with various financial institutions and private equity fund sponsors on fund formation and tax aspects of direct lending and private credit matters. Larry Crouch, based in New York, heads the tax group and covers virtually all aspects of tax planning in transactions for domestic and international clients. He also represents private equity and state-owned buyers. Dave Levis) Ryan Bray in Dallas features in numerous highly complex cross-border transactions for clients such as Mizuho Financial Group and Ajinomoto Co. Inc. John Hibbard in New York advises public and private companies on transactional matters and also has expertise with respect to structured finance and covered bond transactions. Matthew Brown in Washington DC handles international tax advisory and planning for financial institutions and multinational corporations.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘A&O (Ryan Bray) was always super collaborative and helpful when explaining the assessed risk and best ways to draft language to alleviate my team’s concerns. Ryan always made me and my team feel like every question was a valuable one, drawing out all relevant matters that needed to be addressed and adding other pertinent points that might impact our decision-making. This approach requires a lot of effort on his part, but he managed without ever making us feel like a burden. The specific matter we needed to navigate was very sensitive, and each communication was drafted to draw out a favorable outcome. In the end, we succeeded in the desired outcome in spades. I wasn’t surprised because we were always on the same page about how to navigate a difficult technical and tactical matter with great precision. ’

  • ‘Ryan Bray understands that his clients’ inputs, feedback, and collaboration are the secret to a successful engagement. He takes the time required to fully understand any nuance that might lead to the most favorable outcome. In our engagement, that’s exactly what happened. Together, we carefully crafted a strategy, tight language, and tactical communication to reach our desired outcome. ’

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Key clients

  • Coherent Corp
  • CSW Industrials, Inc.
  • Sanmina
  • Fairfax Financial Holdings Limited
  • GE HealthCare
  • Greif Inc.
  • Igneo Infrastructure Partners
  • Intercontinental Exchange
  • LPL Financial Holdings Inc.
  • MAI Capital Management
  • Nevada Copper
  • Mubadala Investment Group

Work highlights

 

Advised Intercontinental Exchange on USD2 billion investment in Polymarket.
 

Advised LPL Financial Holdings Inc. in its USD2.7bn acquisition of Commonwealth Financial Network, the largest privately held independent U.S. wealth management firm.
 

Advised Sanmina in its USD3 billion acquisition of ZT Systems’ data center business.
Practice head

Larry Crouch

Other key lawyers

Dave Lewis; Derek Kershaw; Ryan Bray; Lorenz Haselberger; Jack Heinberg; Caroline Ladipus; Matthew Brown