About

Provided by Schulte Roth & Zabel LLP

Tax:
SRZ provides tax planning for mergers, sales and other dispositions, and acquisitions and leveraged buyout arrangements, including analysis of cross-border financing and transfer-pricing issues. SRZ structures sophisticated financing transactions and advises on special tax issues confronting foreign investors making corporate, portfolio securities and real estate investments in the US. Tax advice is also provided to managers of domestic and foreign hedge, private equity and mutual funds.

Chambers Review

Provided by Chambers

Tax - New York

4
Band 4

What the Team is Known For

Schulte Roth & Zabel LLP is a popular choice for cogent tax advice in the context of investment funds. It offers support in tax matters involving M&A, reorganizations, buyouts and carve-out transactions. The firm has notable strength in relation to distressed debt and equity investments. It also takes on real estate tax matters.

Work Highlights

  • Schulte Roth & Zabel represented Dellora Investments LP in connection with its formation and launch of its new long-only fund structure.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Philippe Benedict
3
Philippe Benedict
3
Band 3
Philippe Benedict often represents companies in the investment space in tax-related issues. He regularly handles divestitures and spin-outs.

He is a true star in the tax space.

He does a good job of both the technical and commercial sides.

Shlomo C Twerski
3
Shlomo C Twerski
Head of Tax
3
Band 3
Shlomo Twerski is noted among interviewees for his knowledge of the tax aspects of structured finance matters. His roster of clients includes major names in the private equity sector.

Shlomo is brilliant, patient and deeply committed to his clients and the industry.

Alan S Waldenberg
5
Alan S Waldenberg
Head of Tax
5
Band 5
Alan Waldenberg is co-head of the tax team at the firm. He acts on the tax aspects of a wide range of corporate transactions, including mergers and reorganizations.

He is pragmatic, practical, creative, and really understands our risk tolerance. He can help us navigate the market to reach the right outcome.

Ranked Lawyers at
Schulte Roth & Zabel LLP

Provided by Chambers
Filter by
Band

New York

Tax

Philippe Benedict
3
Philippe Benedict
3
Band 3
Shlomo C Twerski
3
Shlomo C Twerski
Head of Tax
3
Band 3
Alan S Waldenberg
5
Alan S Waldenberg
Head of Tax
5
Band 5

Members

Provided by Schulte Roth & Zabel LLP

Alan S Waldenberg

Alan S Waldenberg

Head of Department

Shlomo C Twerski

Shlomo C Twerski

Head of Department