Tax

The Tax Department works seamlessly with Willkie’s other premier practices, including the Corporate & Financial Services, Asset Management, Real Estate, and Business Reorganization & Restructuring groups, to provide comprehensive counsel that includes appropriate tax structure and risk allocation advice for our client’s business transactions, both domestic and international.

Our tax lawyers are known for their careful, thorough and practical tax advice conveyed in an easy-to-understand manner. Chambers USA 2022 ranks our practice in both the New York and Nationwide categories, and notes that our “respected” team has “notable strength in high-value corporate transactions, including M&A, the creation of joint ventures and investments.” Chambers also highlights the team’s experience “handling issues with cross-border elements” and its “significant expertise in real estate, private equity and insurance-related matters, among others,” further noting our ability “to call on the firm's wider capabilities in dispute resolution.”

Willkie’s tax lawyers are at the forefront of the field, and are active in both the American Bar Association and the influential New York State Bar Association Tax Section.

We recently advised on the tax aspects of the following notable matters:

Take-Two Interactive Software, Inc./Zynga
We represented Take-Two on the approximately $12.7 billion acquisition of Zynga, a global leader in interactive entertainment. (2022)

Warburg Pincus/The Fortegra Group, LLC
We represented Warburg Pincus in its investment in Tiptree Inc.’s insurance subsidiary, The Fortegra Group, LLC. (2021)

PAI Partners/PepsiCo
We represented PAI Partners in its $3.3 billion pending acquisition of Tropicana, Naked and other select juice brands across North America from PepsiCo, Inc. (2021)

Hertz Corporation
We represent an ad hoc group of Hertz Corporation Senior Noteholders in the chapter 11 case of Hertz Corporation in the U.S. Bankruptcy Court for the District of Delaware. (2021)

Insight Partners
We represented Insight Partners in the fund raising of Fund XII and its dedicated co-investment fund, with aggregate commitments in excess of $20 billion. (2022)

Kaseya/Datto
We represented Kaseya in its $6.2 billion acquisition of Datto, a global provider of security and cloud-based software solutions for managed service providers. (2022)

Alleghany Corporation/Berkshire Hathaway
We represented Alleghany Corporation its proposed $11.6 billion acquisition by Berkshire Hathaway. (2022)

Franklin Templeton/Legg Mason
We represented Franklin Templeton in its $4.5 billion acquisition of asset manager Legg Mason and its $1.75 billion acquisition of Lexington Partners, a manager of secondary private equity and co-investment funds. (2020; 2021)

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