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

Testimonials

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.'

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Key clients

  • Apollo Global Management
  • BlackRock
  • Blackstone
  • Bridgepoint Group
  • Braskem
  • Carlyle
  • COPEC
  • DigitalBridge
  • Global Infrastructure Partners
  • KKR
  • Microsoft Corporation
  • Monex Group
  • Silver Lake
  • Stonepeak Infrastructure Partners
  • The Toronto-Dominion Bank

Work highlights

  • Representating of affiliates of DigitalBridge Group, Inc. and IFM Investors in connection with their acquisition of Switch, Inc. (“Switch”) in a transaction valued at $11 billion.
  • Representating of CVC in the establishment of its ninth buyout fund, CVC Capital Partners IX (“Fund IX”).
  • Representation of TD Bank Group in its acquisition of Cowen Inc. in an all-cash transaction valued at $1.3 billion.

Lawyers

Leading lawyers
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

The lawyer(s) leading their teams.

Nancy Mehlman, Marcy Geller