Fried, Frank, Harris, Shriver & Jacobson LLP offers a comprehensive transactional tax service to leading asset management firms, private equity funds, corporations, real estate investment trusts, and investment banks, among other clients, with a particularly strong reputation for handling multibillion-dollar fund mandates. Alan Kaden in Washington DC, with broad experience handling taxable and tax-free corporate acquisitions, reorganizations, spin-offs, joint ventures, and investment fund structuring, chairs the practice alongside New York-based David Shapiro, well known for advising fund sponsors on fund formation and M&A. Michael Alter, co-managing partner of the DC office, represents both public and private companies as well as private equity in firms in connection with mergers, dispositions, leveraged buyouts, and securities offerings. Robert Cassanos in New York advises private equity and hedge funds operating in the fixed income and real estate spaces, while DC’s Michelle Gold specializes in federal income taxation, focusing on partnership transactions involving investment fund sponsors. New York-based Joseph Fox’s practice encompasses the tax issues in capital markets, financing, and derivatives transactions, as well as asset management matters. Shane Hoffmann in Washington DC focuses on taxable and tax-free acquisitions, reorganizations, spin-offs, and dispositions of ongoing enterprises. Rodney Hill in DC was promoted to partner in March 2023.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘The Fried Frank tax team is the best in the business. They are up to speed on all current and upcoming laws. They are incredibly knowledgeable and they know how to help our position. They are on top of every detail and make sure execution is flawless. Their advice, hard work, deliverables, and responsiveness are the best in the market.’
‘Colin Kelly is always available and always provides meaningful advice.’
‘We try to use Fried Frank for the tax work for all of our funds. Fried Frank is one of the best firms for private funds matters, particularly in the credit fund space.'
‘We work primarily with Jason Schwartz. He is our most trusted tax advisor. He has broad knowledge, particularly with respect to the types of issues that funds and fund managers face. He is smart, practical and responsive. A superb attorney and all that we look for in an external advisor.'
‘Simply the best: industry leading expertise, top-tier technical skills, immaculate client service. No one compares to Fried Frank.’
‘Jason Schwartz is among the finest tax advisors in the world. He is extraordinarily intelligent and insightful, endlessly creative, has an incredibly broad and deep base of technical and business knowledge, and surpasses all the competition in client service.’
‘The firm has been proactive in providing advice and suggestions related to investment structures, procedures, and technology to minimize risk and maximize value when investing in the United States. Cohesive team with wide experience and relevant networks.’
‘Chris Roman is very responsive and willing to engage in consultations. He consistently strategizes ways to enhance our standing and leverage opportunities.'
Key clients
- Aerie Pharmaceuticals, Inc.
- AEA Investors LP
- Arcmont Asset Management
- Brookfield Asset Management
- COMBE, Inc.
- CVS Health
- Fortress Investment Group
- Goldman Sachs Asset Management
- Grindrod Shipping Holdings
- Humana Inc.
- KKR
- Kimco Realty Corporation
- Knight-Swift Transportation Holdings Inc.
- Neuberger Berman
- Permira
- RedBird Capital Partners
- T-Mobile
- Wells Fargo Securities
Work highlights
- Acted as counsel to AEA Investors in its $1.75 billion sale of Spectrum Plastics Group to DuPont.
- Acted as counsel to Brookfield Asset Management in connection with the formation of Brookfield Strategic Real Estate Partners IV, Brookfield's latest flagship opportunistic real estate fund.
- Acted as counsel to Humana Inc. in its entry, as an equity partner, into the Delaware Valley Accountable Care Organization.
Lawyers
Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Shane Hoffmann
Fried, Frank, Harris, Shriver & Jacobson LLPNext Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Joseph Fox
Fried, Frank, Harris, Shriver & Jacobson LLPPractice head
The lawyer(s) leading their teams.
Alan Kaden, David Shapiro