Clifford Chance‘s New York-based team advises on the tax aspects and planning of a wide range of financial product-related matters, including REITs, CLOs, derivatives, insurance, and mortgage-backed securities, to name a few. Paul Seraganian, who heads the team, routinely supports Canadian and other non-US pension funds with investments in hedge funds, private equity funds, real estate funds and other private investment vehicles, including designing structures for co-investments general partner investments and continuation structures. Philip Wagman concentrates his practice on the tax aspects of corporate transactions, both domestic and internationally, as well as structured finance and securitization transactions, equipment leasing, securities offerings, and other financing transactions. Michael Seaton has substantial expertise advising on public and private REITs, investment funds, cross-border investment structuring, and insurance and reinsurance companies. Avrohom Gelber’s practice covers cross-border finance and capital markets transactions, including CLO securitization transactions. Jim Gouwar advises on structured finance transactions such as mortgage- and asset-backed transactions, collateralized loan and debt obligations, and REMICs. Rebecca Pereira has significant experience providing tax advice for a wide variety of financial and business transactions, with an emphasis on private equity and real estate funds. Hannah Richard advises on the US federal tax aspects of a variety of transactions, including real estate transactions, investment funds, and private equity investments.

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Key clients

  • Nuveen Green Capital
  • OGCI Climate Investments, LLP
  • iStar inc.
  • National Storage Affliates
  • Admiral Group plc

Work highlights

  • Advised Nuveen and its affiliate Nuveen Green Capital on the formation and close of Nuveen CPACE Lending Fund.
  • Advised OGCI CI on its inaugural US$1.5 billion Decarbonization Fund focused on energy transition investments (including growth equity and infrastructure projects) in North America.
  • Represented iStar Inc. in its merger with Safehold Inc.

Lawyers

Leading lawyers
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Clifford Chance
Jim Gouwar's practice concentrates on the tax aspects of structured finance transactions such as mortgage- and asset-backed transactions, collateralized loan and debt obligations (cash and synthetic) and real estate mortgage investment conduits (REMICs). Jim has been involved in the development of a number of innovative securitization structures and has worked with a broad range of financial assets. Jim has experience with private equity funds, hedge funds, regulated investment companies, and other pooled investment vehicles.
Clifford Chance
Philip Wagman advises clients on a range of domestic and international tax matters, including mergers and acquisitions, restructurings, joint ventures and leveraged buyouts, as well as structured finance and securitization transactions, equipment leasing, securities offerings and other financing transactions.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Clifford Chance
Rebecca Pereira is a counsel in the Tax, Pensions & Employment Group of Clifford Chance, based in New York. Her practice focuses on partnership and corporation taxation with an emphasis on investment funds, real estate, and REITs. Rebecca has experience providing tax and structuring advice for a wide variety of international financial and business transactions, including private equity investments, investment funds, cross-border real estate transactions, cross-border financings, mergers and acquisitions and capital markets transactions. Rebecca also regularly advises on REIT compliance and structuring issues.

Practice head

The lawyer(s) leading their teams.

Paul Seraganian