Jonathan Goldstein advises clients on private investment fund formation, the tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding financial institutions, renewable energy transactions, financing transactions, corporate restructurings and bankruptcies, cross-border tax matters and partnerships and other joint ventures. At the NYU School of Law, where he earned his LL.M. in taxation, Jonathan won the Harry J. Rudick Memorial Award for “demonstrated excellence in taxation throughout” the program. Jonathan is recognized in Chambers USA: America’s Leading Lawyers for Business and in The Legal 500 U.S. as a Next Generation Partner. In addition, he was named one of Mergerlinks’ Top Tax Lawyers in North America in each of the past four years, with a #1 ranking in 2021. Earlier in his career, Jonathan was named a “Rising Star” in tax by Law360.
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Work Highlights
- EQT and Canada Pension Plan Investment Board in their $2.7 billion acquisition of a majority equity stake in Waystar
- Microsoft in multiple transactions, including its $28.2 billion acquisition of LinkedIn and its $7.5 billion acquisition of GitHub and its $75 billion acquisition of Activision Blizzard, Inc.
- Blackstone Group in multiple fundraisings, including Blackstone Strategic Partners IX, Blackstone Capital Partners VIII, Blackstone Infrastructure Partner, the Blackstone Tactical Opportunities Program and Blackstone Real Estate Debt Strategies
- Massachusetts Mutual Life Insurance Company in the sale of OppenheimerFunds, Inc., to Invesco Ltd.
- Stonepeak Infrastructure Partners on the establishment of its $7.2 billion third flagship fund and on the establishment of its $2.75 billion Stonepeak Global Renewables Fund
- Fifth Third Bancorp in its $4.7 billion merger with MB Financial
- Pyxus International, Inc. and its special committee of independent directors in a comprehensive debt exchange transaction
- IFM Net Zero Infrastructure Fund of IFM Investors in acquisition of a majority interest in GreenGasUSA Holdings LLC
Accolades
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Chambers USA: America’s Leading Lawyers for Business
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The Legal 500 U.S.
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Mergerlinks’ Top Tax Lawyers in North America
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Law360 Rising Star
Education
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New York University School of Law, 2005 LL.M. Taxation
Harry J. Rudick Memorial Award for distinction in the LLM Taxation Program
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George Washington University Law School, 2003 J.D.
High Honors, Order of the Coif
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University of Rochester, 2000 B.A.
with distinction
Jonathan Goldstein is a Partner in the Firm’s Tax Department. Jonathan advises clients on private investment fund formation, the tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding financial institutions, renewable energy transactions, financing transactions, corporate restructurings and bankruptcies, cross-border tax matters and partnerships and other joint ventures.
Jonathan is recognized in Chambers USA: America’s Leading Lawyers for Business and in The Legal 500 U.S. as a Next Generation Partner. In addition, he was named one of Mergerlinks’ Top Tax Lawyers in North America in each of the past four years, with a #1 ranking in 2021. Earlier in his career, Jonathan was named a “Rising Star” in tax by Law360.
Jonathan received his B.A., with distinction, from the University of Rochester in 2000 and his J.D., with high honors, from George Washington University in 2003, where he was elected Order of the Coif. Jonathan earned an LL.M. in Taxation in 2005 from New York University School of Law, where he was awarded the Harry J. Rudick Memorial Award for distinction in the LL.M. Taxation Program. Jonathan is admitted to practice in New York.