Jon Brose

Jon P. Brose is a partner in Cadwalader’s Tax Group. Jon advises on tax issues relating to CLOs and other structured finance and securitization vehicles. In this capacity, he has represented managers, underwriters, issuers and placement agents. He also provides tax advice regarding securities offerings, structured products, derivatives and other financial instruments, repurchase agreements, credit facilities, and partnerships and other joint ventures, as well as a variety of other commercial transactions and capital markets activities. In addition, Jon represents investment funds (including hedge funds, funds of funds, and private equity funds) and their managers on all aspects of their businesses, including management entity and fund formation, seeding arrangements, mergers and acquisitions, partnership tax issues, international tax issues, compensation arrangements, and ongoing investment activities and transactions. He is experienced with a broad range of investment strategies and asset classes, including long/short equity, credit, distressed asset, commodities, cryptocurrencies and real estate. · Cadwalader, Wickersham & Taft LLP

United StatesTax, Structured Finance

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About

Jon Brose is a partner in Cadwalader's Tax Group, advising on tax issues related to CLOs, structured finance, securitization, securities offerings, derivatives, and investment fund transactions. He represents managers, underwriters, issuers, and placement agents, and is experienced in a broad range of investment strategies and asset classes.

Practice areas

TaxStructured FinanceSecuritizationInvestment FundsCapital MarketsDerivativesPartnership TaxInternational Tax

Office

United States

Cadwalader, Wickersham & Taft LLP · Jon P. Brose is a partner in Cadwalader’s Tax Group. Jon advises on tax issues relating to CLOs and other structured finance and securitization vehicles. In this capacity, he has represented managers, underwriters, issuers and placement agents. He also provides tax advice regarding securities offerings, structured products, derivatives and other financial instruments, repurchase agreements, credit facilities, and partnerships and other joint ventures, as well as a variety of other commercial transactions and capital markets activities. In addition, Jon represents investment funds (including hedge funds, funds of funds, and private equity funds) and their managers on all aspects of their businesses, including management entity and fund formation, seeding arrangements, mergers and acquisitions, partnership tax issues, international tax issues, compensation arrangements, and ongoing investment activities and transactions. He is experienced with a broad range of investment strategies and asset classes, including long/short equity, credit, distressed asset, commodities, cryptocurrencies and real estate.

United States

Expertise

CLOsStructured ProductsDerivativesRepurchase AgreementsCredit FacilitiesPartnership TaxInternational TaxFund FormationMergers & Acquisitions

Education

LL.M., New York University School of Law
J.D., Emory University School of Law
B.A., Miami University