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, capital markets, 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 Capital in the formation of numerous funds, including 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.

  • Sixth Street Partners in the formation of numerous funds, including TICP CLO Partners II, Sixth Street Partners Adjacent Opportunities Partners, Sixth Street Partners Opportunities Partners, Sixth Street Partners Specialty Lending, and Sixth Street Partners Specialty Lending Europe I.

  • 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 IV, and AG Europe Realty Fund II.

  • The Raine Group in the formation of various funds, including its third growth equity fund, Raine Partners III.

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

  • Coller Capital in its secondary and GP-led restructuring transactions, including Irving Place Capital, JC Flowers, Avista, and Ares.

  • 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 acquisitions of Summit Medical and STAT Health.

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

  • Mapletree Investments in several acquisitions, including its acquisition of a $2.39 billion portfolio of 164 U.S. industrial assets from Exeter Property Group.

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

  • TPG in numerous investments, co-investments, and acquisitions.

  • Sixth Street Partners in numerous investments, co-investments, and acquisitions.

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

  • International Flavors and Fragrances in its $45.4 billion Reverse Morris Trust merger with DuPont’s Nutrition & Biosciences business and $7.1 billion acquisition of Frutarom.

  • Google in its $2.1 acquisition of Fitbit and SoftBank’s investment in Loon.

  • Genting Malaysia and Kien Huat in their joint acquisition of Empire Resorts.

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

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

  • Henry Schein in its Reverse Morris Trust transaction, in which it spun off its Animal Health business and merged it with Vets First Choice to form a new publicly traded company, Covetrus.

  • 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