Mergers & Acquisitions

Our Merger and acquisition practice is focused on closing deals efficiently and effectively. We counsel buyers and sellers on the development of acquisition and disposition strategy, while also seeking the most efficient corporate and tax structures available. Our unique process has resulted in millions of dollars of savings and value being created for our clients in transaction negotiation, structuring and documentation.

Taxation

We provide state-of-the-art tax advice to individuals, privately-held businesses, and nonprofit organizations and regularly advise our clients on structuring tax-efficient business and real estate transactions.

Tax Credits & Community Development Finance

Our firm has deep expertise in advising clients and structuring community development financing transactions involving New Markets Tax Credits, Historic Tax Credits, Low-Income Housing Tax Credits, Renewable Energy Tax Credits, Opportunity Zones, state credits, and other alternative financing vehicles (including PACE financing and tax-exempt bonds), focused on supporting the economic strength of communities across the country.

Corporate & Securities

From large corporations to entrepreneurs involved in the formation and financing of start-up ventures, we provide complete corporate guidance, including advising on corporate governance obligations and managing the entry into capital markets and the related securities regulation.

Real Estate

We partner with public and private sector land owners, developers, financiers, builders, contractors and others doing business in the real estate industry to provide guidance and advice on the myriad of issues that emerge from initial planning to final disposition.

Banking & Financial Institutions

Our experience and knowledge of regulatory framework allows us to provide our financial institution clients with tactical counsel and effective problem-solving to maximize their business potential. Our attorneys are highly skilled and have extensive experience in helping banks and their owners take advantage of Subchapter S elections in order to achieve maximum profitability and management efficiency.

Managing Partner, Patrick Kennedy, Jr., helped promote federal legislation allowing Subchapter S elections by banks and thrifts in 1997 and currently serves as President to the Subchapter S Bank Association.