Leading Tax Lawyer David J. Passey Joins Schulte Roth & Zabel

Schulte Roth & Zabel (SRZ) announces the addition of David J. Passey as a partner in the Tax Group, resident in the firm’s New York office. Mr. Passey comes to SRZ from Sheppard, Mullin, Richter & Hampton, where he was a partner and co-head of the firm’s REIT practice.

Mr. Passey represents clients in structuring the tax aspects of various complex public and private transactions, including mergers, acquisitions and restructurings, securities offerings, cross-border transactions and other tax planning. His practice includes fund formation, partnership transactions, real estate transactions, tax controversy, capital markets and structured products. In addition, he regularly advises on the formation and ongoing operation of public and private REITs, real estate funds and other REIT transactions.

“We are very pleased to welcome David to the firm. He is a market-leading lawyer with a great depth of practice,” commented Alan S. Waldenberg, chair of SRZ’s Executive Committee and co-head of the firm’s Tax Group. “David is an excellent addition to our robust tax practice, as he brings significant experience working on a wide range of transactions,” said Shlomo C. Twerski, co-head of the Tax Group.

SRZ’s leading tax lawyers advise on high-stakes deals and provide counsel to many of the most active investment funds in the industry. As a critical part of the firm’s transactional practice, the Tax Group is integrally involved in tax-free reorganizations, acquisitions and dispositions of companies, leveraged buy-outs, carve-outs and other forms of strategic acquisitions and dispositions. Working closely with SRZ’s investment management lawyers, the Tax Group provides essential advice on establishing funds, as part of their ongoing investment program and in relation to acquisitions and dispositions involving fund managers. In connection with the real estate practice, the Tax Group structures all forms of real estate acquisitions, dispositions and financings, including complex joint ventures.

“Schulte is highly regarded for its sophisticated tax practice, and I am thrilled to join the firm,” commented Mr. Passey, who holds a J.D. from Cornell Law School and a B.A. from Brigham Young University.

About Schulte Roth & Zabel

Schulte Roth & Zabel LLP (www.srz.com) is a full-service law firm with offices in New York, Washington, D.C. and London. As one of the leading law firms serving the financial services industry, the firm regularly advises clients on corporate and transactional matters and provides counsel on regulatory, compliance, enforcement and investigative issues. The firm’s practices include: bank regulatory; bankruptcy & creditors’ rights litigation; blockchain technology & digital assets; broker-dealer regulatory & enforcement; business reorganization; complex commercial litigation; cybersecurity; distressed debt & claims trading; distressed investing; education law; employment & employee benefits; energy; environmental; finance; financial institutions; hedge funds; individual client services; insurance; intellectual property, sourcing & technology; investment management; litigation; litigation finance; mergers & acquisitions; PIPEs; private equity; real estate; real estate capital markets & REITs; real estate litigation; regulated funds; regulatory & compliance; securities & capital markets; securities enforcement; securities litigation; securitization; shareholder activism; structured finance & derivatives; tax; and white collar defense & government investigations.

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