North America - United States • Tax
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.
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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.
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
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.
A Partner in the Firm’s Tax Practice, Drew Purcell advises clients on an array of tax matters, including financing, credit, M&A, spin off, private equity transactions and fund formations. Drew’s clients have included Blackstone, DigitalBridge, New Mountain and Ingersoll Rand.
The lawyer(s) leading their teams.
Nancy Mehlman, Marcy Geller