Primary Office
Tax Law Advice for Mergers & Acquisitions, Dispositions, Combinations & Joint Ventures
Robert has advised:
- A Paris-based technology outsourcing and consulting firm in its $4.8 billion combination with a technology company specializing in customer engagement and business performance.
- A global investment firm in the formation of a joint venture between its broker/dealer business and a European financial services group.
- A global private investment firm in its acquisition of the crystals business of a French multinational corporation that designs, manufactures and distributes materials and solutions.
- An American news website in its sale to an American, privately held global communications conglomerate for $525 million.
- An energy technology company in its merger with an American manufacturer of heavy-duty commercial battery-electric vehicles at an equity valuation of approximately $144 million.
- A drug manufacturer and distributor in its $1.9 billion acquisition by a global biopharmaceutical company.
- A global provider of construction products in its $2.3 billion cross-border acquisition by a French multinational corporation that designs, manufactures and distributes materials and solutions.
- An artificial intelligence (AI) company in its $1 billion business combination with a ground transportation management platform and ride-hailing app.
- A Singaporean multinational technology and engineering group in its $2.68 billion acquisition of a wholly owned subsidiary of a technology company in the engineered products industry.
- A financial technology services organization in creating, together with two investment management companies and a cloud-based digital service firm, a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability for moving retirement account balances.
- A multinational client involved in global company restructurings and M&A transactions on the application of the U.S. tax-free reorganization provisions under Code Section 368, including structuring of spin-offs, and the U.S. anti-inversion rules under Code Section 7874.
- A client involved in a $1 billion de-SPAC acquisition transaction on key U.S. federal tax issues and relevant analysis regarding a two-step “type A reorganization” in conjunction with a Code Section 351 contribution in a "double-dummy" structure.
Tax Law Advice for Investments and Stock Offerings
Robert has advised:
- A food service, facilities and uniform service company in its secondary offering of common stock.
- An AI-powered buyer engagement platform in its strategic investment from a private equity firm based on an equity valuation of over $1 billion.
General Tax Law Advice
Robert has:
- Assisted with an IRS tax audit involving the deductibility of certain SEC disgorgement payments, including preparation of a draft summary write-up on the implicated U.S. international tax issues as well as a draft protest outline and draft sections for inclusion in the protest draft.
- Prepared draft template IP license and distribution agreements and corresponding updates to existing distribution agreements for use by a multinational sports equipment company client's non-U.S. subsidiaries and advised on related U.S. domestic and international tax considerations.