Profile details
关于 Joe Soltis
Joe is a tax partner based in our New York office. Joe represents clients across multiple industries on US tax aspects of transactional deals, including domestic and cross-border taxable and tax-free mergers and acquisitions, spin-offs, recapitalizations, financing arrangements, investments, partnerships and joint ventures, bankruptcy reorganizations, and securities issuances.
近期项目经验
Select Strategic M&A Transactions
- Sonoco on numerous transactions including its $1.8bn sale of its Thermoformed and Flexibles Packaging business (TFP) to TOPPAN, its $3.9bn acquisition of Eviosys, its $1.35 billion acquisition of Ball Metalpack and its acquisition of the remaining equity interest in its joint venture with the WestRock Company and RTS Packaging for $330 million.
- Zuora (NYSE: ZUO) on its pending $1.7 billion sale to Silver Lake and GIC.
- Merz Therapeutics on its $185 million acquisition of the assets of Acorda Therapeutics, Inc. through a 363 bankruptcy sale process.
- Patrick Whitesell, the Executive Chairman of Endeavor, in connection with the $13 billion sale of Endeavor to Silver Lake.
- Zuora, Inc. on its planned acquisitions of Sub(x) and Togai Inc.
- Sandvik on its acquisition of PDQ Workholding LLC.
- Aristocrat Leisure on its $1.2 billion acquisition of Nasdaq-listed Neogames.
- eBay in connection with multiple transactions, including its acquisitions of Certilogo and TCGplayer, and its three-part transaction involving Goldin Auctions, LLC.
- Exyte on its acquisition of CollabraTech Solutions.
- BuzzFeed on its sale of Complex Networks to Commerce Media.
- Basilea on its acquisition of Fosmanogepix and a preclinical antifungal compound from Pfizer.
- Zeus Company on its sale to EQT Partners.
- Roivant Sciences on its $7.1 billion sale of Telavant to Roche.
- PhenomeX on its $108 million sale to Bruker Corporation.
- Novartis on numerous acquisitions, including its acquisition of DTx Pharma.
- Committee of independent directors of the board of Qualtrics on the $12.5 billion all-cash sale of the company to a private equity consortium (the largest private equity transaction of the year).
- Molekule Group on its all-stock merger with Aura Smart Air.
- Coupa on its $8 billion sale to Thoma Bravo.
- Cencora (f/k/a) AmerisourceBergen on its $1.3 billion acquisition of PharmaLex.
- Jungheinrich AG on its $375 million acquisition of Storage Solutions, Inc.
- Berkeley Lights on its acquisition of IsoPlexis.
- BP on its $4.1 billion take-private of Archaea Energy.
- ServiceNow on its acquisitions Intella App and Era Software, Inc.
- TriNet on its acquisition of Clarus R+D Solutions.
- Exxon-Mobil in connection with its joint venture with Saudi Basic Industries Corp. (SABIC) for their Gulf Coast Growth Ventures project.
- Portico Holdings LLC in the sale of its business to Cowen, Inc.
- NCR Corporation on its $2.5 billion acquisition of Cardtronics.
- Spotify Technologies S.A. in its acquisition of The Echo Nest, Gimlet Media, Inc., Bill Simmons Media Group LLC, and other podcast technology and content companies.
- Hillenbrand, Inc. on its acquisition of Milacron Holdings Corp.
- Armstrong World Industries in the spin-off of its flooring business segment, Armstrong Flooring Inc., and the sale of its EMEA and Pacific Rim businesses to Knauf.
- Exact Sciences Corporation on its acquisition of Genomic Health, Inc.
- 21st Century Fox on its $71.3 billion acquisition by the Walt Disney Company and the related spin-off of Fox Corporation.
- Armstrong Flooring Inc. on its sale of its wood flooring business to American Industrial Partners.
- Schulman, Inc. on its $2.25 billion acquisition by LyondellBasell N.V.
- Colfax Corporation in the sale of its fluid handling products business to CIRCOR International, Inc.
- Sealed Air on its global carve out and disposition of its Diversey cleaning and chemicals business to Bain Capital.
Select Financial Sponsor Experience
- CVC on numerous transactions, including its $925 million global carve-out acquisition of Therakos from Mallinckrodt, and its strategic partnership with the Women’s Tennis Association.
- Circularis Partners in connection with a GP-led continuation fund transaction involving the sale by TPG Alternatives and Renewables Technology Partners of its assets to a buyer group led by Arena Partners.
- Cinven on multiple transactions, including its pending majority investment in Alter Domus and acquisition of MBCC Admixtures.
- Vitruvian Partners on its $1.615 billion sale of Standish Management.
- General Atlantic on its significant minority investment in Partners Capital Investment Group and investment in Butternut Box.
- Blackstone on its acquisition of a majority stake in Stearns Holdings LLC and Stearns Holdings LLC in its bankruptcy reorganization and sale to Guaranteed Rate.
- Wilshire Associates on its acquisition by CC Capital and Motive Partners.
- Funds advised by Permira in numerous transactions, including:
- its $1.75 billion acquisition of and $4.2 billion sale of a majority stake in Duff & Phelps.
- its $2.4 billion acquisition of Cambrex Corporation.
- its acquisition of a majority stake in Reformation.
- its acquisition of a majority stake in Cielo, Inc. from Accel-KKR.
- its acquisition of Evonik Jayhawk Fine Chemicals Corporation from Evonik Industries AG.
- MacAndrews & Forbes in connection with multiple transactions, including the pre-packaged Chapter 11 reorganization of Deluxe Entertainment and the sale of Faneuil, Inc.
- Funds advised by Apax Partners in numerous transactions, including:
- its joint venture with Accenture and the subsequent IPO of Duck Creek Technologies, Inc.
- its acquisition of Quality Distribution, Inc.
- its acquisition of FULLBEAUTY Brands, Inc.
- Multiple sovereign wealth funds with respect to tax aspects related to numerous transactions, including investments into private investment funds, co-investments alongside private equity firms and secondary sales of fund interests.
执业资质
Education
- LLM, Taxation, New York University Law School
- JD, New York University Law School
- BA, Political Sciences, New York University College of Arts and Science
Bar Admission
- New York