Jointly led by Larry Crouch and Jack Heinberg, the team at A&O Shearman provides a comprehensive tax advisory service advising on the U.S. federal income tax aspects of domestic and cross-border financial and corporate transactions. The firm’s client roster is comprised of governments, financial institutions, insurance companies, and funds. Crouch holds extensive experience in advising clients on tax planning issues for domestic and international transactions, including mergers and acquisitions, capital markets and joint ventures, while Heinberg focuses his broad practice primarily on the taxation of financial instruments and derivatives, cross-border financing, CLOs, and securitizations. Caroline Lapidus is based in Silicon Valley and represents clients in matters concerning project finance, asset management and REIT investments. Lorenz Haselberger, who is based in New York, routinely advises banks, broker dealers, digital asset intermediaries and family offices on the tax aspects of financial products, transactions, and inbound investments.
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Kernmandanten

  • Société Générale
  • Neuberger Berman
  • Sound Point Capital Management
  • CQS
  • Monroe Capital Management LLC
  • PIMCO
  • TD Bank
  • CIBC
  • Toyota Motor Credit Corporation
  • Abu Dhabi National Oil Company

Highlight-Mandate

Acting as an advisor in the global covered bond market to both issuers and underwriters in an established covered bond programs.|
Advised on approximately 120 CLO transactions, totalling over U.S.$49 billion, for clients such as Neuberger Berman, Sound Point Capital Management, Elmwood Asset Management, CIFC Asset Management, Jefferies, and other various investment and asset management firms.
Developing a leading practice in structuring and implementing significant risk transfer transactions and investment platforms.

Anwält*innen

Führende Partner*innen

Die stärksten Partner*innen ihres Praxisbereichs, die eine führende Rolle in signifikanten Mandaten einnehmen und weitreichende Anerkennung unter Wettbewerbern und Mandanten genießen.

Partner*innen der nächsten Generation

Juniorpartner*innen, die im Markt von Mandanten und Wettbewerbern anerkannt werden und in einigen Mandaten eine Schlüsselrolle einnehmen.

Praxisleitung

Larry Crouch; Jack Heinberg

Weitere Kernanwält*innen

Caroline Lapidus; Lorenz Haselberger