Our tax group is fully integrated into the firm’s corporate, investment management, and debt finance practices, informing our work in those areas—and benefitting our clients—from the earliest possible stages.
We frequently advise private investment funds and portfolio companies on tax aspects of mergers and acquisitions. In addition to structuring deals to maximize their tax efficiency, we counsel acquiring entities on the management of tax risks identified in the diligence process. Our tax attorneys are influential in the M&A area, having written and presented extensively on complex structuring issues.
We also advise on a wealth of transactions beyond M&A deals, including growth equity investments, debt financings, and debt restructurings.
Our work for private equity firms, venture capital funds, and other private investment firms outside the transactional context centers on:
- Structuring private investment funds.
- Structuring and implementing equity compensation arrangements.
- Structuring arrangements among principals of fund sponsors.
- Advising funds and fund sponsors on partnership allocations.
FDH IN THE NEWS
Michael Spiro was quoted in a recent article in Bloomberg exploring possible benefits for private investment fund managers of the new Connecticut Applicable Business Entity Tax. The article can be found here (subscription required). Read more
The article explores ambiguities and traps for the unwary that are introduced in leveraged partnership freezes, and is available upon request. Read more
On January 11, 2022, Michael Spiro presented on proposed changes to US cross-border taxation at the annual Taxation of Financial Instruments Conference of the New York State Society of CPAs. Read more