WilmerHale’s non-contentious tax practice, primarily operating from the firm’s Boston office, handles the tax aspects of transactions in a broad range of sectors, with particular strength advising emerging companies in the tech and life sciences spaces. William Caporizzo, extensive experience handling the tax aspects of mergers, dispositions, and international restructurings, leads the team alongside executive compensation specialist Kimberly Wethly. Julie Rogers has considerable experience in taxable and tax-free mergers, spin-offs, bankruptcies, financing transactions, and state taxation. She has advised clients in the tech, life sciences, financial services, energy, and manufacturing industries, among others. Fred Adam in Palo Alto represents multinational corporations, growth-stage companies, investment funds, and fund portfolio companies on a broad range of tax issues. Meghan Walsh, promoted to partner in January 2024, plays a key role in the team, advising corporations, asset managers, and tax-exempt organizations. Matthew Schnall left the firm in July 2023.

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Testimonials

Collated independently by Legal 500 research team.

  • 'Happily working with them over the last years. Very strong subject knowledge with good memory of our past projects with them which is important.'

Key clients

  • State Street Corporation
  • Thermo Fisher Scientific, Inc.
  • Adore Me, Inc.
  • XL Fleet, Inc.
  • Eastman Chemical Company
  • McCormick & Company Inc.
  • Gemini Therapeutics
  • Verde Bioresins, Inc.
  • Analog Devices, Inc.
  • Wellington Management Company LLP
  • Orna Therapeutics
  • CARISMA Therapeutics Inc.
  • TMX Group Limited
  • Blue Apron Holdings, Inc.
  • Merchants Fleet
  • Lookout, Inc.
  • Barton & Associates, Inc.
  • SDC Capital Partners
  • Miracle Mile Advisors

Work highlights

  • Represented Thermo Fisher Scientific, Inc. in the tax components of a series of public offerings of senior notes.
  • Represented Adore Me, Inc. in the tax elements of its acquisition by Victoria’s Secret & Co.
  • Advised Gemini Therapeutics in the tax elements of its all-stock reverse merger with Disc Medicine.

Practice head

The lawyer(s) leading their teams.

Bill Caporizzo, Kimberly Wethly

Other key lawyers

Julie Rodgers, Fred Adam, Meghan Walsh