The Impact of Tax Reform on Leveraged Lending Transactions

The Impact of Tax Reform on Leveraged Lending Transactions
By Frederick C. Fisher, Esq. & Barbara M. Goodstein, Esq. & Michael K. Marion, Esq. & Adam C. Wolk, Esq. & Christopher M. Chubb, Esq. & Lucas Giardelli, Esq.

This paper presents a condensed overview of provisions of the “Tax Cut and Jobs Act” (“Tax Act”), approved by Congress on December 22, 2017, applicable to leveraged lending transactions, their documentation and structuring.  

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Considerations of a taxable stock purchase M&A structure

Considerations of a Taxable Stock Purchase M&A Structure
By Mr. Robert Reilly, CPA

While most acquisitions of larger companies are structured as nontaxable stock acquisitions, this article summarizes some of the tax benefits—and the tax complexities—associated with an acquisition structure comprising a taxable stock purchase.

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A global perspective on the merger review process

The stories merger documents tell—the US, EU, Asia, Brazil, Mexico, and South Africa perspectives
By Craig Y. Lee, Esq. & Creighton Macy, Esq. & Paul Johnson, Esq. & Stephen Crosswell, Esq. & Tom Jenkins, Esq. & Lerisha Naidu, Esq. & Raymundo E. Enriquez, Esq. & Gerardo Calderon-Villegas, Esq. & Adriana Giannini, Esq. & Isabella Giorgi, Esq.

This article provides a global perspective on a provocative issue arising from today’s exhaustive official review process for mergers & acquisitions: What if the review reveals issues that are not specific to the transaction at hand? The result can be criminal charges or fines.

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Flight risk in M&A | M&A Conference at Wharton San Francisco

By Mr. Jeff Cox & Mr. Todd Manley & Ms. Natalia Carvajal & Mr. James Harris

This session from Transaction Advisors San Francisco M&A Conference reviewed strategies that may be employed to retain the acquired team including the structure of financial incentives and retention agreements for key executives.  

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Negotiating M&A deal terms | M&A Conference at Wharton San Francisco

By Mr. Laurance Shapiro & Dena Acevedo, Esq. & Rachel Masory, Esq. & Nathaniel D. McKitterick, Esq.

This session at Transaction Advisors San Francisco M&A Conference covered the give-and-take between buyers and sellers in negotiating key provisions as East Corporation moved to complete the acquisition of West Corporation.  

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