David Morris is een ervaren belastingadvocaat met uitgebreide ervaring in het adviseren van cliënten over een breed scala aan complexe fiscale transactiekwesties. Hij geeft strategisch advies aan cliënten in verschillende sectoren en biedt op maat gemaakte fiscale oplossingen die bedrijfsdoelstellingen ondersteunen en de waarde van transacties maximaliseren.
David leverages his comprehensive understanding of tax law and deal dynamics to navigate multifaceted transactions, focusing his practice on the tax aspects of domestic and cross-border mergers and acquisitions, as well as divestitures and recapitalizations, debt and equity financings, and internal restructurings.
Before joining Foley, David was a partner at a global law firm in its Salt Lake City office, where he played a key role advising clients on high-profile transactions. He also practiced for nearly a decade in the Palo Alto and Houston offices of an international law firm.
Representatieve zaken
David has advised a wide array of clients on tax matters related to a number of transactions, including:
- A fully-owned 401(k)-management platform in its $33 million Series B funding.
- Private equity firm focused on mid-market technology companies in its investment in a roofing software company.
- Pet health company in acquisition of a UK-based pet supplement manufacturer*.
- Specialty managing general agency in sale of assets to insurance-focused holding company.*
- American alternative asset management firm in divestment of equity interest in vertically integrated gas and power company.*
- Leading global alternative investment firm in acquisition of payroll and professional services business.*
- Major alternative asset manager on acquisition of manufacturer specializing in critical components for the electrical utility industry.*
- Leading global alternative investment firm on sale of North American airport dining operator.*
- Premier private equity firm on minority investment in leading global sports and entertainment architectural and design firm.*
- Leading global alternative investment firm on the sale of a global HR benefits and consulting firm to global insurance brokerage, risk management, and consulting services firm.*
- Growth-stage investment firm on Series B investment for leading provider of Health Payment Accounts.*
- Private equity firm on Series B investment in male grooming company.*
- American talent and sports agency on partnership with privately held music publishing and talent management company.*
- Value stream management platform in sale to global leader in portfolio and work management.*
- Digital health company in major financing.*
- Private equity firm on acquisition of global manufacturer of heavy-duty forestry equipment.*
*Zaken die vóór de toetreding tot Foley zijn behandeld.