North America - United States • Tax
Simpson Thacher & Bartlett LLP advises banks, multinational corporations, investment funds, and other sophisticated businesses active in various industry sectors, including energy, video gaming, telecommunications, and transportation, on the tax aspects of complex transactions including M&A, banking, capital markets, private funds, and real estate. The New York-based team is co-headed by Nancy Mehlman, who has considerable expertise advising on high-profile M&A including tax-free spin-offs, partnerships, and fund formations, and Marcy Geller, whose broad practice covers tax advice for REIT, joint ventures, and corporate restructurings. Jonathan Goldstein advises clients on tax matters regarding financial institutions, renewable energy transactions, and private investment fund formation, among other transactions. Russell Light advises on the tax aspects of M&A, private equity investments and fund formation matters, debt restructurings, and credit investments. Drew Purcell advises on the full spectrum of tax matters including financing, credit, and spin-offs. Sophie Staples advises clients on tax matters in a variety of transactions, including M&A, dispositions, joint ventures, financing transactions, and securities offerings. Benjamin Rippeon supports corporations, investment funds, sovereign wealth funds, joint ventures, partnerships, limited liability companies and special purpose acquisition companies with tax issues relating to complex, cross-border transactions.
Legal 500 Editorial commentary
Collated independently by Legal 500 research team.
‘STB's tax team is one if not the best I have worked with. They are able to work through very complex structures and issues. They work very well with clients, investors and parties on the other side. They are very innovative and solution oriented, while being conservative at the same time. They are always up to speed on current tax law changes and many times have been involved with the process.’
‘Marcy Geller is our main tax contact at STB. She is fantastic. She is extremely intelligent, has amazing tax knowledge and a pleasure to work with. She has the ability to explain complex tax issues to non-tax persons like me. The best tax attorney I have ever worked with and believe me I have worked with many over my career.'
Leading lawyers
Co-Head of Simpson Thacher’s Tax Practice concentrating on a wide range complex tax structuring, including private investment fund formation, mergers and acquisitions, REITs and real estate transactions, and joint ventures. Advises private equity clients on tax matters related to formation of funds, including real estate opportunity and credit funds, and the structuring of investments by those funds.
Tax partner concentrating on private investment fund formation, tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding restructurings and bankruptcies, renewable energy, cross-border tax matters and partnerships and other joint ventures. In addition, he was named one of Mergerlinks’ Top Tax Lawyers in North America in each of the past five years, with a #1 ranking in 2021.
Co-Head of Simpson Thacher’s Tax Practice, Nancy Mehlman concentrates on fund formation, mergers and acquisitions, real estate transactions (including the use of REITs), energy and infrastructure investments, partnerships, joint ventures and related financing transactions in the credit and capital markets. She advises on tax matters for, among others, Blackstone, KKR, Carlyle and Morgan Stanley.
Next Generation Partners
A Partner in the Firm’s Tax Practice, Sophie Staples advises clients on tax matters in a variety of transactions, including mergers, acquisitions, dispositions, joint ventures, financing transactions and securities offerings. She has advised private equity sponsors, as well as their portfolio companies and other strategic clients, on the tax aspects of numerous investments, acquisitions and divestitures. Her clients have included, among others, Blackstone, Apax Partners, KKR, Centerbridge and BC Partners.
The lawyer(s) leading their teams.
Nancy Mehlman, Marcy Geller