Neil Balmert concentrates his practice in the areas of mergers and acquisitions, business transactions, recapitalizations and redemptions, limited liability companies, partnerships and S corporations, venture capital fund formation, advising start-ups and general business and tax counseling.

Mr. Balmert has been selected as a Southern California Super Lawyer and recommended by Legal 500 for his "broad business tax practice."

Recent Matters

• Represented private target in $600 million leveraged buy-out transaction by private equity firm.
• Advised private target in $565 million cash merger with public company.
• Advised public company in structuring $563 million stock and cash acquisition of public target.
• Advised public company in structuring joint venture for $120 million acquisition of private target.
• Advised public company in structuring research and development joint ventures.
• Advised public company in structuring $342 million cash and stock acquisition of public target in triangular merger.
• Advised public company in structuring $805 million cash and stock acquisition of private company in forward triangular merger.
• Advised public company in structuring outbound "F" reorganization in redomestication transaction.
• Advised public company in structuring $800 million net share settlement exchange of convertible debt.
• Obtained favorable Internal Revenue Service private letter rulings regarding downstream reorganization of public company (see PLR 200037001 and PLR 200037002).
• Represented publicly held company in $1.9 billion acquisition of two publicly held target corporations.
• Advised public company on tax issues associated with issuances of $1.4 billion of convertible debt.
• Represented clients in formation and operation of technology, health care and leveraged buy-out venture capital funds.
• Assisted private equity investment firm in structuring leveraged buy out and leveraged build up transactions.
• Represented venture capital funds and portfolio companies in preferred stock financings.
• Advised shareholders in structuring stock redemptions and other liquidity transactions.
• Represented clients in the formation and operation of limited liability companies, limited partnerships and S corporations.
• Advised individuals on formation of special purpose entities.