Having worked at both the largest private equity legal practice in the world and a major U.S. multinational company, I have substantial experience advising on the tax aspects and structuring of mergers and acquisitions, real estate transactions, bankruptcy and out-of-court restructurings, and other complex business transactions. I have worked extensively with both strategic and financial sponsor clients and have substantial experience with both domestic and international transactions and structuring.
Most recently, my practice has focused on advising private investment fund sponsors and investors on all federal income tax matters critical to their business, including fund formation and structuring, sponsor liquidity transactions, and tax considerations at both the fund and sponsor levels arising from underlying portfolio investments. Additionally, I assist clients with internal economic and tax planning including strategic and tax-optimized structuring and succession planning.
I have experience advising asset managers and investors on the tax considerations relevant to a wide variety of asset strategies, including private equity, venture capital, hedge funds, secondaries, real estate, energy, credit, distressed and special situations. I have advised asset managers of all sizes (<$100 million AUM to $350+ billion AUM) with operations and investments in more than a dozen countries.
Prior to returning to live and work full-time in Minnesota, I was the lead tax lawyer for the largest private investment funds practice on the west coast.