M&A Tax Structuring Issues in the Current Deal Environment

Mr. Strong is a tax partner with extensive experience advising clients on domestic and cross-border mergers and acquisitions, spin-offs and restructurings, partnerships and joint ventures, and private equity and venture capital investments. He also has substantial experience advising clients on the tax aspects of a wide variety of capital markets transactions, including syndicated credit facilities, mezzanine and bridge loans, early-stage venture financings, and initial public equity offerings and convertible debt offerings(including tax-integrated hedges). Mr. Strong is a former adjunct professor and current advisory member to the faculty at The University of Denver Law School’s Graduate Tax Program. He is also a former chair of the Corporate Tax Committee of the Tax Section of the ABA, a fellow of the American College of Tax Counsel, and a frequent speaker on corporate and other tax matters at local, regional, and national seminars and continuing legal education programs.

Mr. Warnke is the Principal in Charge of KPMG’s Complex Transactions Group and Co-Principal in Charge of WNT M&A Tax group. His primary areas of concentration are U.S. federal income tax considerations relating to domestic and cross-border mergers, acquisitions, spin-offs, divestitures, joint ventures, restructurings, bankruptcy and non-bankruptcy workouts, consolidated returns, and foreign tax credit, basis, earnings and profits and other tax attribute matters. He also has significant experience in the taxation of private equity funds and other collective investment vehicles as well as the taxation of complex financial arrangements and products.

Mr. Schwartz is a business attorney in Holland & Knight's New York office and a member of the firm's Corporate, M&A and Securities Group. He counsels clients on tax matters relating to mergers, acquisitions, joint ventures and other business formations, combinations and divestitures. Mr. Schwartz represents investment funds in connection with fund formation tax matters and investors in connection with tax considerations and due diligence matters. He also provides tax advice in connection with capital markets transactions, U.S. and cross-border debt and equity securities issuances, and structured financial products.