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M&A Tax - Mergers and Acquisitions Tax
OVERVIEW

Transactional Tax

Barnes & Thornburg’s transactional tax lawyers advise clients on critical tax matters with the goal of minimizing overall tax exposure and mitigating tax expense. Whether a client is considering purchasing or disposing of a business, forming an investment fund, or acquiring financial products or other financial instruments, our firm’s tax attorneys leverage their broad tax knowledge to provide insightful tax guidance.

Our transactional tax team has extensive skill and decades of experience providing tax counsel for the structuring, negotiation, and implementation of a wide range of domestic and international transactions. Our transactional experience includes, among others, taxable and tax-free M&A; restructurings and recapitalizations, including debt restructurings in and outside of bankruptcy, capital markets offerings, real estate and REIT transactions, joint ventures, spinoffs, and dispositions. We are especially familiar with transactions in specialized industry sectors such as financial services and fintech, healthcare and life sciences, music and entertainment, real estate and REITs, and energy, utilities and infrastructure, including renewable energy.  

We advise on the tax ramifications for virtually all forms and sizes of transactions – from family transactions involving the sale of a private, locally owned business to cross-border corporate transactions for our multinational Fortune 500 and other international clients. Our focus is on middle-market transactions with gross values up to $500 million, although we have deep experience in deals valued from $20 million to $250 million and often advise on transactions each year above that range.  

Our tax attorneys’ comprehensive technical know-how and desire to understand our client’s specific needs allow us to analyze material tax implications that result in tax-efficient investment and operating structures. We take pride in our detailed and analytical approach to solving tax problems using our technical skills to provide practical and unique deal and entity structures that align with our client’s explicit goals and objectives, rather than esoteric “solutions” that do not address their concerns or meet their goals.

We advise on the tax challenges associated with cryptocurrency and digital assets, upper-tier tax structuring, planning for new managers and family offices, and credit origination and direct lending endeavors. We are fluent in the tax issues associated with U.S. taxable, U.S. tax-exempt and non-U.S. investors and sponsors. 

In addition to transactional tax matters, our firm’s tax lawyers work with the firm’s Private Funds and Asset Management practice to play a vital role in advising on the tax consequences of private equity and hedge fund development.

Practice Leaders

Michelle Alexander

Michele J. Alexander

Partner
Tax Practice Group Co-Chair

New York

P 646-746-2015

F 646-746-2001

Albert Farr

Albert D. Farr

Associate

New York

P 646-746-2190

F 646-746-2001

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