Strategies and Key Issues for Transformative Sponsor-Level and Fund M&A Transactions
Mergers and acquisitions involving fund sponsors privately or externally advised funds involve several key legal, tax, business, human resources, intellectual property, and financial issues. To successfully navigate these complex transactions and select the best structure and path forward, it is helpful to understand the critical issues and considerations.
This webinar brought together industry leading experts to provide insight on transaction alternatives with a focus on tax structuring, regulatory considerations, and market terms. We explored key pre and post transaction considerations including, current market conditions, active and inactive industry sectors, valuation multiples and deal trends.
Daniel CullenPartner, Baker & McKenzie
Daniel Cullen has over 20 years of experience in tax planning for
structured real estate transactions and related securities law matters.
Mr. Cullen serves as a REIT columnist for the Journal of Passthrough
Entities and is viewed as a leading professional in the taxation of REITs
and related structures. Mr. Cullen received the Best Panel Award, for
the presentation “An In-Depth Look at DSTs” at the 2013 ADISA Annual
Conference. Mr. Cullen also serves as an adjunct professor at
Northwestern University School of Law and DePaul University College
of Law, teaching the Taxation of Structured Real Estate Transactions.
Mr. Cullen has experience in all aspects of tax planning for inbound
and outbound real estate projects, including real estate investment
funds, leveraged partnerships, joint ventures, Qualified Opportunity Zone Funds (QOZs) REITs and Section 1031 structures such as tenancy-in-common arrangements and Delaware Statutory Trust (DST) offerings. In addition, he handles tax matters related to lease financings of real estate, aircraft, railcars, school buses, cell towers and other telecommunications equipment, synthetic
lease structures and the related tax aspects of derivatives and financial products.
Kevin GannonChairman and CEO, Robert A Stanger and Co, Inc.
Mr. Gannon is Chairman & CEO of Stanger. Mr. Gannon joined Stanger in 1983 and has been the lead or co-lead investment banker on more than $75 billion of assignments involving real estate assets and securities. Mr. Gannon is a frequent speaker at industry events sponsored by the Institute for Portfolio Alternatives (IPA) and ADISA and is frequently quoted in the Wall Street Journal, REIT Wrap, SNL, DI Wire and Investment News. Mr. Gannon is a recognized expert on real estate securities and valuation matters having appeared as an expert in numerous forums including: U.S. Tax Court; U.S. Bankruptcy Court; Delaware Chancery Court; Federal Court; several State Courts; SEC Administrative Court; and arbitration forums.
Prior to joining Stanger in 1983, Mr. Gannon was a Manager with Deloitte Haskins & Sells, an international accounting firm. Mr. Gannon is a graduate of Rutgers University (Phi Beta Kappa, 1978) with a BA in Economics and Accounting. Mr. Gannon is a certified public accountant and member of the American Institute of Certified Public Accountants and a General Securities Principal.
Kevin ShieldsChairman and CEO, Griffin Capital Company, LLC
Lauren PrevostPartner, Morris, Manning & Martin, LLP
Marc LevyExecutive Managing Director, Island Capital Group LLC