Wachtell, Lipton, Rosen & Katz‘s transactional tax team in New York ably services the firm’s M&A practice, advising on the tax aspects of M&A, spin-offs, joint ventures, financings, and restructurings. The group has considerable experience handling major mandates, recently assisting Adobe with its $20bn acquisition of venture-backed product design company Figma as well as Michael Jordan in relation to the sale of his majority stake in NBA team the Charlotte Hornets to a group led by private equity executives. Jodi Schwartz’s broad expertise covers M&A transactions, joint ventures, spin-offs, and financial instruments. Deborah Paul has notable experience in strategic acquisitions and private equity buyouts, while T Eiko Stange advises clients in the telecoms, tech, pharma, banking and financial services, media, real estate, and retail sectors, among others. Joshua Holmes, Tijana Dvornic, and Rachel Reisberg also play key roles in the team.

Legal 500 Editorial commentary

Key clients

  • Adobe
  • Special Transaction Committee of the Board of DISH Network
  • PENN Entertainment
  • Capri Holdings
  • Regency Centers
  • Michael Jordan
  • Pfizer
  • LKQ/Uni-Select
  • Rockefeller Capital Management
  • American International Group
  • RTX
  • Stratasys Ltd.
  • Regeneron Pharmaceuticals
  • FIS
  • Global Payments Inc.
  • Apollo
  • MDU
  • Sealed Air
  • Public Storage
  • Nasdaq
  • An affiliate of Cigna
  • Stone Point Capital, Warburg Pincus, Reverence Capital Partners, Sixth Street and Bayview Asset Management

Lawyers

Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.

Other key lawyers

Jodi Schwartz, Deborah Paul, T Eiko Stange, Joshua Holmes, Tijana Dvornic, Rachel Reisberg