Taxation of Capital Markets and Structured Finance Offerings

We have extensive experience in advising large financial institution clients on a broad range of capital markets transactions, derivatives and financial instruments.

We advise clients in structuring and analyzing innovative tax-efficient financial products and transactions, including deductible hybrid securities, trust preferred securities, hedge fund and commodity-linked derivatives, convertible debt, contingent convertible debt instruments, structured notes, mandatory and optionally convertible instruments, domestic and cross-border notional principal contracts (such as swaps, caps and floors), collars, options, futures and forward contracts, securities lending, repurchase contracts and other hedging transactions, including with respect to foreign currencies, and credit derivatives.

We also advise clients on debt and equity shelf registrations, the original issue discount rules, variable rate debt instrument and contingent debt rules, debt reopenings, debt exchanges and recapitalizations, foreign targeted securities offerings, withholding tax implications, and compliance with reporting rules.

Chambers Global 2017
United States: Capital Markets: Derivatives

Chambers USA 2017
National: Tax Controversy
California: Tax
New York: Tax
National: Capital Markets: Derivatives
National: Capital Markets: Securitization (Individual Partners Ranked)
National: Capital Markets: Structured Products (Individual Partners Ranked)

EQDerivatives Awards 2016
Equity Derivatives Law Firm of the Year

GlobalCapital Americas Derivatives Awards 2015, 2016, 2017
Americas Law Firm of the Year

GlobalCapital Global Derivatives Awards 2016
Global Law Firm of the Year

IFLR1000 2017
United States: Capital Markets: Derivatives
United States: Capital Markets: Structured Finance and Securitisation
United Kingdom: Capital Markets: Derivatives

IFLR Americas Awards
Structured Finance and Securitisation Team of the Year, 2015
Structured Finance and Securitisation Deal of the Year, 2013

2013 Tax Practice Group of the Year

Legal 500 UK 2015
Derivatives and Structured Products Securitisation

Legal 500 US 2017
International: Tax
US Taxes: Financial Products
US Taxes: Contentious
US Taxes: Non-Contentious
Structured Finance

mtn-i Americas Awards 2013
Legal Leader 2012, 2013, 2014, 2015, 2017
Best Law Firm in the Americas

Structured Products magazine 2006, 2007, 2009, 2011, 2012, 2014, 2016
Law Firm of the Year, Americas

U.S. News Best Lawyers® Best Law Firms 2017
National: Litigation – Tax (Tier 1)
National: Tax Law (Tier 1)
New York: Litigation – Tax (Tier 1)
New York: Tax Law (Tier 1)
Sacramento: Litigation – Tax (Tier 1)
San Francisco: Litigation – Tax (Tier 1)
San Francisco: Tax Law (Tier 1)
Washington, D.C: Litigation – Tax (Tier 2)
Washington, D.C: Tax Law – (Tier 1)

U.S. News Best Lawyers® Law Firm of the Year 2016
Litigation – Tax

U.S. News – Best Lawyers® Law Firm of the Year 2016
Litigation – Tax
Law Firm of the Year

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