K&L Gates LLP
Phillip J. Kardis II of K&L Gates LLP has a broad range of experience in assisting clients with complex corporate, securities and financing transactions, especially transactions involving mortgage REITS and financial assets (such mortgage loans, servicing rights, auto loans, and SBA Loans), including public offerings (debt and equity), private placements, private equity, asset-back secured lending, joint ventures and other investment vehicles, mergers and acquisitions, asset-backed securitizations, going private transactions, REIT conversions, and debt offerings. He has represented several Wall Street investment banks, mortgage and specialty auto finance companies, REITs, broker-dealers and a variety of technology companies. Mr. Kardis also advises companies on compliance with Regulation AB and is a frequent speaker on Regulation AB matters.
View Phillip J. Kardis’ Martindale-Hubbell® profile here.
Roger S. Wise of K&L Gates LLP counsels clients on the federal income tax aspects of domestic and cross-border business transactions. Mr. Wise advises clients on the tax aspects of structuring open-end and closed-end mutual funds, hedge funds and private equity funds. Recent matters include master-feeder structures, fund-of-funds strategies, tax-free reorganizations of investment companies, and complex reorganizations involving partnerships. Mr. Wises experience also includes structuring and negotiating corporate acquisitions and divestitures, including leveraged buyouts, internal reorganizations and inbound and outbound investments. In addition, he has advised clients on the tax aspects of corporate restructurings, both in and out of bankruptcy. He also advises clients on the corporate and tax aspects of joint ventures. Mr. Wise has worked on contested matters at the IRS Audit and Appeals level, and has handled ruling requests with the IRS. He also advises clients on the tax consequences of settlements with private litigants and governmental entities. Mr. Wise has authored numerous client alerts and is a regular speaker at industry and in-house conferences on private equity and hedge funds.
View Roger S. Wise’s Martindale-Hubbell® profile here.
Anthony C. Green of K&L Gates LLP practices in the areas of corporate, securities, and mergers and acquisitions and has a broad range of experience in assisting clients with complex corporate, securities, and financing transactions, including initial and follow on public offerings, private placements, private equity, joint ventures and other investment vehicles, stock and asset acquisitions, and REIT conversions.
View Anthony C. Green’s Martindale-Hubbell® profile here.
Thomas J. Lyden of K&L Gates LLP is of counsel in the firm's Washington, D.C. office. He has historically focused his practice on advising issuers and underwriters of mortgage-backed securities, asset-backed securities, and collateralized debt obligations on the U.S. federal income tax issues arising in connection with the issuance of such securities. In addition, he has advised numerous real estate investment trusts in connection with their issuance of securities and their continuing compliance with federal tax law. Recently, he has worked with a number of private equity funds and hedge funds in structuring tax efficient vehicles for investment distressed loans and securities.