Simpson Thacher & Bartlett LLP’s transactional tax team regularly assists clients in the corporate, banking, private equity and real estate spaces on the tax aspects of major transactions. Marcy Geller, advising on private investment fund formation, M&A, REIT and real estate transactions, joint ventures, and corporate restructurings, leads the team alongside Nancy Mehlman, who offers broad expertise covering tax-free spin-offs, real estate transactions, fund formations, partnerships, and joint ventures, among other matters. Jonathan Goldstein advises major clients, including global investment firm Blackstone, on private investment fund formation, renewable energy transactions, and corporate restructurings. Russell Light has notable experience advising major private investment fund sponsors, including Apollo Global Management, Blackrock and The Carlyle Group. Benjamin Rippeon in Washington DC counts corporations, investment funds, sovereign wealth funds, partnerships, and SPACs among his client base. Andrew Purcell and Sophie Staples also stand out for their work, particularly in relation to M&A and private equity matters, respectively. Caroline Phillips and Jacqueline Clinton became partners in January 2024. Unless otherwise noted, all lawyers mentioned are based in New York.

Legal 500 Editorial commentary

Key clients

  • Apollo Global Management
  • BlackRock
  • Blackstone Inc.
  • Bridgepoint Group plc
  • Calera Capital
  • Corsair Infrastructure
  • EQT Active Core Infrastructure
  • FS Investments
  • Global Infrastructure Partners
  • Hellman & Friedman
  • Hub International Limited
  • KKR
  • KSL Capital Partners
  • Mattress Firm Group Inc.
  • New Mountain Capital
  • Silver Lake
  • Stonepeak
  • Stone Point Capital

Work highlights

  • Represented Blackstone in multiple funds matters, including the establishment of its tenth global opportunistic real estate fund, Blackstone Real Estate Partners X, which closed with a record $30.4 billion in capital commitments.
  • Represented Hub International Limited and Hellman & Friedman in relation to its $23 billion minority investment in HUB by Leonard Green & Partners, L.P.
  • Represented Bridgepoint in relation to its agreement to add Energy Capital Partners to platform to create a €57 billion global private markets asset manager.

Lawyers

Leading partners
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

Other key lawyers

Russell Light, Benjamin Rippeon, Andrew Purcell, Sophie Staples, Caroline Phillips, Jacqueline Clinton, Jonathan Goldstein