Region Area

Lawyers

Stephen Marcus

Stephen Marcus

Baker Botts L.L.P., United States

Work Department

Tax

Position

Partner

Department Chair - Tax (Firmwide)

Career

Provides tax related structuring and counseling to private equity funds, strategic investors and publicly traded and privately held companies, on complex M&A transactions, joint ventures, spin-offs, and other strategic business transactions, including

Creation of tax-efficient investment, acquisition and disposition, refinancing and restructuring structures for portfolio companies in a wide variety of industries and for distressed companies.

Implementation of complex, multi-tier, partnership and LLC structures that take into account tax needs for variety of different types of JV partners, including foreign sovereigns and other foreign investors and tax-exempt investors.

Formation, structuring and taxation of, and tax law requirements applicable to, REITs, including qualifying income and asset issues and issues arising in connection with REIT M&A transactions.

Structuring of complex equity-based incentive arrangements for management in entities structured as partnerships or LLCs.

Structuring of IRC Section 1031 “like-kind” exchange transactions.

Memberships

State Bar of Texas

Education

Southern Methodist University School of Law, JD, 1986;

The University of Texas, BBA, with honors, 1983