Investment Management & Transactional Tax

Economic and political uncertainty, shifting tax schemes globally and the increased pace of technological disruption are rapidly reconfiguring how sophisticated business transactions take place. Successful deals require forward-thinking investment strategies and a tax-efficient approach.

Our investment management and transactional tax team handles transactional tax matters across a range of disciplines—investment management, mergers and acquisitions (M&A), project finance, financial restructuring and health care—drawing support from our investment management lawyers to help with tax advantaged structuring in fund formation.

Our team combines a multidisciplinary approach with the resources of a full-service global law firm to handle every aspect of our clients’ investment management and transactional tax matters.

  • M&A
  • Internal corporate restructuring
  • Employee Retirement Income Security Act (ERISA) matters
  • Bankruptcy reorganizations
  • Capital markets
  • Regulatory matters
  • Project financings for major energy and infrastructure projects
  • Complex tax controversies faced by companies and high-net-worth individuals.

Our team regularly advises clients that include:

  • Leading developers
  • Utilities
  • Commercial and investment banks
  • Private equity funds
  • Manufacturers
  • Technology companies
  • Contractors
  • Tribal governments
  • Sovereign nations.

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