Mark Schwed is a tax partner in the New York office of Kirkland & Ellis LLP. Mark advises public companies and private equity sponsors and their portfolio companies on their domestic and international acquisitions, investments, divestitures, joint ventures, financings and restructurings. He also has significant experience advising on SPAC initial public offerings, financings and business combinations. Additionally, Mark regularly advises on the structuring and negotiating of complex real estate transactions, including the formation of REITs. Mark is a member of the executive committee of the New York State Bar Association Tax section. He is recognized as a leading lawyer for Tax in New York by Chambers USA, where clients note “he's super practical, very commercial and has the industry experience to advise across a broad range of matters.” Mark is also recognized as a “Next Generation Partner” for both US Taxes: Non-Contentious and International Tax by The Legal 500 United States and as a “Bankruptcy Tax Specialist” by Turnarounds & Workouts magazine.
North America - United States • Tax
Kirkland & Ellis LLP
Kirkland & Ellis LLP advises on tax planning in connection with domestic and foreign M&A, buyouts, fund formations, restructurings, bankruptcy reorganizations, financings, and executive compensation arrangements. Practice head Dean Shulman, who is based in New York, has significant experience advising on and structuring transactions, including partnership workouts and restructurings, like-kind exchanges, and transactions involving the formation and operation of partnerships. In Chicago, Rachel Cantor‘s practice is focused on the tax aspects of complex business transactions, with particular experience handling private equity, LBO, and merger and acquisition transactions. New York-based Sara Zablotney advises on the full spectrum of transactions, including M&A, divestitures, joint ventures, and spin-offs. In Chicago, Mike Carew has expertise in the tax aspects of M&A, buyouts, and private equity investing and Lee Morlock advises Fortune 500 and Global 500 companies on the structuring of cross-border operations. In New York, Mark Schwed supports public companies and private equity sponsors and their portfolio companies on their domestic and international acquisitions, investments, divestitures, joint ventures, financings, and restructurings. Restructuring transaction specialist Anthony Sexton and Polina Liberman are both based in Chicago, and Adam Kool, who handle the full breadth of business transactions, practices from New York. In 2023, the team welcomed the expertise of David Foster from Skadden, Arps, Slate, Meagher & Flom LLP and Sam Kamyans from Allen & Overy LLP, both based in Washington DC.
Legal 500 Editorial commentary
Key clients
- AE Industrial Partners
- Alpine Investors
- Bain Capital
- BC Partners
- Blackstone
- BlockFi Inc.
- Blue Owl Capital
- Brookfield Asset Management
- Cineworld Group plc
- Energy Capital Partners
- Fortress Investment Group (Senior Management)
- GTCR
- I Squared Capital (ISQ)
- Sycamore Partners
- TA Associates
- THL
- Thoma Bravo
- Veritas Capital
- ZC Group
Lawyers
Leading lawyers
Sara Zablotney advises clients on the U.S. and cross-border tax aspects of a wide range of complex transactions, including mergers, acquisitions, divestitures, joint ventures and spin-offs. Sara also advises clients on the tax aspects of securities issuances (including debt offerings and IPOs), as well as with respect to bankruptcy and restructuring matters.
Next Generation Partners
Mike focuses his practice on the tax aspects of mergers, acquisitions, buyouts and private equity investing, with a special emphasis on cross-border and international transactions. He also advises clients on the tax aspects of securities issuances, recapitalizations, joint ventures, and debt and equity restructurings. Mike has worked on numerous private equity and M&A transactions for clients including: Ares Capital, Bain Capital, CVC Credit, Huntsman Corporation, the Softbank Vision Fund and Summit Partners. He is an adjunct professor of law at Northwestern Pritzker School of Law where he teaches a class on the tax aspects of private equity transactions. Mike is also a lecturer at the University of Chicago Law School, where he teaches “Structuring Venture Capital, Private Equity, and Entrepreneurial Transactions.”
Lee Morlock focuses his practice on tax planning and transactional matters. He regularly represents private equity firms and U.S. and non-U.S. corporations in acquisitions, divestitures and other M&A transactions. He has significant experience representing fund sponsors and investors in structuring cross-border funds, including infrastructure, real estate and other private equity investments, and in implementing strategic transactions for fund sponsors. Lee also advises Fortune 500 and Global 500 companies on the structuring of cross-border operations, including implementing strategic restructuring transactions and post-acquisition integration, and cross-border financing activities. Lee regularly advises family offices and private investors on structuring management and investment vehicles.
Practice head
The lawyer(s) leading their teams.
Dean Shulman