About
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.
Connect
VCARD
Additional Information
Select Strategic M&A Transactions
- AllianzX on its Series C investment in Coterie Insurance.
 - CrowdStrike on its acquisitions of Pangea and Onum.
 - Lowe’s on its pending $8.8 billion acquisition of Foundation Building Materials.
 - Merck on its pending $10 billion acquisition of Verona Pharma plc.
 - Salesforce on its pending acquisition of Convergence.ai.
 - Sonoco on the pending sale of its ThermoSafe business unit to Arsenal Capital Partners for up to $725 million, its $1.8 billion sale of its Thermoformed and Flexibles Packaging business (TFP) to TOPPAN, its $3.9 billion 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.
 


Joe Soltis
Partner
New York Office
3 World Trade Center
175 Greenwich Street, 51st Floor
10007 New York