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North America - United States • Tax

Morrison Foerster

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Morrison Foerster’s transactional tax practice offers considerable combined expertise in the real estate and semiconductor sectors, last year advising the $5.2bn semiconductor IP company Arm Holdings Ltd in relation to its Nasdaq Global Select Market IPO. The group is also notably active in the biotech/pharma and sustainability spaces. New York-based practice chair Anthony Carbone advises clients on M&A, reorganizations, fund formation, and leveraged buyouts, with a client base that includes acquiring and target companies, private equity funds, deal sponsors, investment banks, commercial banks, and venture capital and hedge funds. Shane Shelley in San Diego focuses on federal income tax issues in the real estate, renewable energy, and financial products spaces. San Francisco’s Bernie Pistillo handles the tax aspects of international and domestic mergers, corporate restructurings, and spin-offs. Joy MacIntyre, also in San Francisco, has extensive experience forming partnerships, limited liability companies, Subchapter C and S corporations, real estate investment trusts, mutual funds, and tax-exempt entities. Brian Radigan in New York advises private equity funds, startup entities, REITs, and multinational corporations. Dave Sturgeon and Katherine Erbeznik, both in New York, play key roles in the team. Jay Blaivas departed the firm in September 2023.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The team from Morrison-Forrester were attentive, kind and extremely helpful with the creation of my 501c3. They made the process easy and seamless. All information that they needed from me was presented in a straightforward manner. I thoroughly enjoyed working with everyone on the team. They were genuinely interested in the project and helped to complete the paperwork in a timely fashion.'

  • ‘Katherine Erbeznik is wonderful to work with. She was friendly and engaging and helped to explain the complexities of the process to me in a way that was easy to understand. We had a great rapport and I would recommend her to anyone needing legal help for their non-profit.’

  • 'Tony Carbone has deep specialism in several areas but also an incredible breadth of knowledge. Very rare in that he is a tax lawyer and an accountant.'

Key clients

  • Arm Holdings Ltd.
  • SoftBank Group Corp
  • eBay
  • onsemi
  • McGrath RentCorp
  • Southwest Gas Corporation
  • Veeco Instruments Inc.
  • Odevo AB
  • Anzu Special Acquisition Corp I
  • Vontier Corporation
  • Trilon Group
  • Dosatron International
  • Era Software
  • Nikon Corporation
  • Alpine Investors
  • Rubicon Technology Partners
  • Grant Thornton
  • Alexandria Real Estate Equities, Inc.
  • Antarctica Capital LLC
  • Autodesk
  • RH (formerly known as Restoration Hardware)
  • UDR, Inc.
  • Unity Technologies

Work highlights

  • Advised Arm on tax matters relating to its IPO on the Nasdaq Global Select Market, with a total deal value of approximately $5.22 billion.
  • Advised SoftBank Group Corp. on the tax aspects of its agreement to sell its 90.01% equity in Fortress Investment Group to Mubadala Investment Company, through its wholly owned asset management subsidiary Mubadala Capital.
  • Advised Southwest Gas on the tax implications of several strategic transactions, including the $1.5 billion sale of MountainWest Pipelines Holding Company to Williams Companies.

Practice head

The lawyer(s) leading their teams.

Anthony Carbone

Other key lawyers

Bernie Pistillo, Shane Shelley, Dave Sturgeon, Brian Radigan, Joy MacIntyre, Katherine Erbeznik