Jason R. Factor’s practice focuses on tax matters.

He has significant experience with private equity and hedge funds, partnership and compensation issues, joint venture arrangements, domestic and international acquisitions and divestitures, private clients’ tax work, real estate, and financing transactions. He has published several articles on issues related to taxation and employment compensation.

Jason joined the firm in 1997 and became a partner in 2005.

Notable Experience

Counsel to fund sponsors and investors in the formation of private investment vehicles and related transactions, including:

  • TPG Sixth Street Partners in the formation of numerous funds, including TICP CLO Partners II LP, TSSP Adjacent Opportunities Partners, TPG Opportunities Partners, TPG Specialty Lending Inc. and TPG Specialty Lending Europe I LP,  and TPG Capital with TPG Tech Adjacencies and TPG Rise Fund and Rise Fund II.

  • KKR in the formation of several funds, including KKR Health Care Strategic Growth Fund, KKR Asian Fund II, KKR Next Generation Technology Growth Fund, KKR Global Family Investment Partnership, KKR Greater China Growth Fund, and its flagship Asia private equity fund, KKR Asian Fund III LP with $9.3 billion in commitments.

  • MBK Partners in the formation of its fourth flagship fund, MBK Partners Fund IV, with approximately $4.1 billion in commitments, and in the formation of MBK Special Situations I.

  • Angelo Gordon in the formation of AG Asia Realty Fund III and AG Europe Realty Fund II.

  • Owl Rock Capital Corp. in connection with a capital call facility, BDC and SPV level credit facilities, and an unsecured bond offering.

  • Various limited partners in private investment funds and private equity co-investments, including OTPP, Temasek, BNP, and to sponsors of feeder funds.

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Advises private equity clients in the structuring of their investments and in related financing transactions for investors and portfolio companies, including:

  • Warburg Pincus in numerous transactions, including its acquisitions of Duravant, CityMD, Gabriel Brothers, Hygiena, Sterigenics, Wencor Group, Crossmark, and Endurance International; its acquisition and sale of Electronic Fund Source; the merger of equals of its portfolio company Universal Services of America with AlliedBarton; and the financing for CityMD’s acquisition of STAT Health.

  • Coller Capital in several secondaries transactions, including its acquisitions of LP interests in investment vehicles managed by Avista Capital Partners, CVC Credit Partners, HarbourVest Partners, JC Flowers & Co., and Irving Place Capital.

  • Temasek in various investments, including its acquisition of a majority stake in Global Healthcare Exchange.

  • The Raine Group in various investments, including its investments in Imagine Entertainment, Important Studios, and SoundCloud.

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Counsel to corporations in the tax aspects of their strategic acquisitions, divestitures, and investments, and in related financing transactions, including:

  • Honeywell in the spin-off of its homes and ADI global distribution business, Resideo Technologies.

  • International Flavors and Fragrances in its $7.1 billion acquisition of Frutarom.

  • General Mills in its $8 billion acquisition of Blue Buffalo Pet Products.

  • Henry Schein in its announced “Reverse Morris Trust” transaction, in which it expects to spin off its Animal Health business and merge it with Vets First Choice to form a new publicly traded company.

  • A sovereign investor in multiple real estate acquisitions utilizing private REITs.

  • Actavis in its $70.5 billion acquisition of Allergan.

  • Western Digital in its $19 billion acquisition of SanDisk.

  • The Home Depot in its $1.6 billion acquisition of Interline Brands.

  • Suntory in its $16 billion acquisition of Beam.

  • Medtronic in its $49.9 billion acquisition of Covidien.

  • Samsonite in its $1.8 billion acquisition of Tumi.

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Publications

Events