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  • New York

    • 919 Third Avenue
    • New York, NY 10022
    • United States of America
      • +1 212.756.2000 Phone
      • +1 212.593.5955 Fax
  • Washington, DC

    • 901 Fifteenth Street, NW, Suite 800
    • Washington, DC 20005
    • United States of America
      • +1 202.729.7470 Phone
      • +1 202.730.4520 Fax
  • London

    • One Eagle Place
    • London SW1Y 6AF
    • United Kingdom
      • +44 (0) 20 7081 8000 Phone
      • +44 (0) 20 7081 8010 Fax

Schulte Roth & Zabel 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.