Überblick
Global Head of Investment Management Tax. Advises on income tax and international tax, including the formation and operation of Investment Funds, tax considerations in mergers and acquisitions, restructurings and workouts, and international investments with a particular emphasis on transactions involving Investment Funds.
Alan’s representative engagements and transactions include serving as primary tax counsel on:
- Albertsons Companies’ initial public offering of 50 million shares of its common stock on the New York Stock Exchange. The common stock was priced at $16 per share, valuing Albertsons’ equity at $9.5 billion. Albertsons, one of the largest food and drug retailers in the United States, operates stores across 34 states and the District of Columbia. Widely covered by media, the IPO made national headlines and the shares began trading in June 2020.
- The issuance and sale of $1.75 billion in convertible preferred equity of Albertsons Companies to a group of investors led by Apollo Global Management Inc., also in 2020.
- Cerberus Capital Management L.P. in raising approximately $2.8 billion for Cerberus Institutional Real Estate Partners V L.P.
- Cerberus Capital Management LP in raising $5.1 billion for Global NPL-Dedicated Fund and Related Accounts.
He has served as primary international tax counsel in connection with substantial investments by investment funds in distressed debt and real estate located in the United Kingdom, Ireland, Germany, Italy, Spain and Japan.
He was also involved in the recapitalization and subsequent IPO of BAWAG, the second-largest bank in Austria, and the $1.05 billion sale of LNR Property, a leading diversified real estate investment, finance, management and development firm. This transaction was named “Real Estate Deal of the Year” at the M&A Atlas Awards: Global Major Markets.
Other significant transactions include serving as primary tax counsel for:
- A group of investment funds in connection with the acquisition of a majority of GMAC from General Motors and the subsequent restructuring of that investment, including GMAC’s conversion to a bank and its receipt of an infusion of capital from the U.S. Treasury
- The acquisition of a controlling interest in Chrysler from DaimlerChrysler
- The sale of Chrysler Financial for cash consideration of approximately $6.3 billion, a transaction named the biggest deal of 2010 by The Globe and Mail, the “Financial Services Deal of the Year” at the M&A Atlas Awards and the “Cross Border Deal of the Year over $100M” at the ACG New York Champion’s Awards
Alan’s other award-winning deals include the acquisition of:
- AT&T’s Yellow Pages – Advertising Solutions and Interactive Businesses, named the “North America Large Private Equity Deal of the Year” at the Americas M&A Atlas Awards and the “M&A Deal of the Year (Over $500mm)” at the New York Champion’s Awards
Alan has also worked on numerous other domestic and international private equity investments, including acquisitions of international banks, international finance companies, retail companies, manufacturing businesses and industrial operations, and has served as primary tax counsel in connection with the structuring of private equity funds and hedge funds, including funds investing primarily in domestic and international private equity, funds investing primarily in Asia and Europe, real estate funds, funds investing primarily in debt, and distressed opportunity funds.
He is a certified public accountant in the State of Maryland.
Alan is a member of the Taxation Sections of the American Bar Association and the New York State Bar Association and a Fellow of The New York Bar Foundation.
Referenzmandate
- Primary tax counsel in numerous domestic and international private equity investments, including acquisitions of international banks, international finance companies, retail companies, manufacturing businesses and industrial operations.
- Primary tax counsel in structuring private equity funds and hedge funds, including funds investing primarily in domestic and international private equity, funds investing primarily in Asia and Europe, real estate funds and distressed opportunity funds.
- $800 million dual-currency Eurodollar financing for major Japanese securities firm.
- Convertible mortgage and other hybrid financing transaction relating to foreign investment in substantial U.S. real estate assets.
- Tax counsel in significant private REIT transactions.
- Restructuring transactions for global businesses, including hotel and real estate companies, telecom companies and retailers.
Auszeichnungen
- Chambers USA
- The Legal 500 US
- Best Lawyers in America, Tax Law, 2026
- New York Super Lawyers
- Tax Directors Handbook
Mitgliedschaften
- Taxation Section, American Bar Association
- Taxation Section, New York State Bar Association
- Fellow, The New York Bar Foundation
Qualifikation
Education
Harvard Law School, JD, cum laude
University of Maryland, BA, magna cum laude
Admissions
New York
Courts/Agencies
US Tax Court
Prior Experience
Certified Public Accountant, Maryland, 1976