DLA Piper LLP (US)’s non-contentious tax group advises on complex corporate and financing transactions, with expertise spanning corporate and private equity M&A, public deals, REITs, tax equity and credits, capital markets, fund formations, and securitizations. In New York, practice lead Gerald Rokoff offers deep experience within financial and insurance products and M&A transactions. Also in New York, Shiukay Hung heads the US REIT tax subgroup, specializing in complex transactions in the REIT sector, and Drew Young and Marc Casale are highly regarded for their work on clean energy transferable tax credits. Chicago’s Thomas Geraghty advises on aspects of restructuring transactions, M&A, and joint ventures. Brian Hamano in Los Angeles has considerable experience in the tax insurance space. ‘Brilliant’ John Wei in Boston advises on a spectrum of structures and asset classes, including real estate and tax risk insurance.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘DLA has an extremely broad network of specialists across areas of tax and across borders. They have local expertise across the globe.’
‘John Wei is brilliant and very attentive to detail.’
‘The team is Gerald Rokoff and John Wei. Between them they combine extensive transactional experience and technical expertise. They are my preferred firm for transactional tax advice across all categories.’
‘Gerald Rokoff has considerable experience and is excellent in handling clients in tense situations. John Wei has very deep technical knowledge. ’
Key clients
- Carlisle Companies Incorporated
- Goldman Sachs Real Estate Income Trust, Inc.
- CDL 1000
- Alimera Sciences, Inc.
- Concord Music Group, Inc. [Alchemy/Concord Music]
- Carlyle Group, LLC
- Coinbase Global, Inc.
- Etain Health
- MiX Telematics Ltd.
- Paylocity Corporation
Work highlights
Advised Pennsylvania Real Estate Investment Trust (now PREIT Realty) in the REIT tax planning aspects of thecompany’s highly complex financial and corporate restructuring.
RepresentedMiX Telematics Ltd.a publicly traded South African vehicle technology company,in its business combination with Powerfleet, Inc.,a provider of wireless IoT solutions for tracking and managing high-value enterprise assets, to form one of the world’s largest mobile asset artificial intelligence-of-things (AioT) Software-as-a-Service (SaaS) provider.
Represented its client in the acquisition from First Solar, Inc. of up to $700M in US federal income tax credits created under the Inflation Reduction Act (IRA).
Lawyers
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Practice head
Alison Maxwell
Other key lawyers
Gerald Rokoff; Thomas Geraghty; Frank Mugabi; Drew Young; Kurtis Weaver; John Wei; Shiukay Hung; Brian Hamano; Marc Casale