David J. Passey
- +1 212 698 3609
- david.passey@dechert.com
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New York OfficeThree Bryant Park, 1095 Avenue of the Americas, New York, NY, United States of America 10036-6797
David J. Passey is a partner in Dechert’s global tax group focusing his practice on the tax aspects of complex cross-border and domestic public and private transactions, including mergers and acquisitions, restructurings, securities offerings and other tax planning matters.
Mr. Passey also has extensive experience providing tax advice in relation to fund formation, partnership transactions, real estate transactions, tax controversy, capital markets and structured products. In addition, he regularly advises clients on the formation and ongoing operation of REITs, real estate funds and other REIT transactions.
Mr. Passey is recommended by The Legal 500 US in the area of US: non-contentious tax.
- Alchemer, a global leader in customer experience and feedback technology, on the acquisition of Chatmeter, the leading AI-powered customer intelligence platform for multi-location businesses.
- An affiliate of GIC Private Limited on its minority investment in Pye-Barker Fire & Safety.
- Aberdeen in its acquisitions of the U.S. closed-end funds sponsored by Macquarie/Delaware Investments, and the healthcare fund management capabilities of Tekla Capital Management LLC, a global specialist healthcare investment adviser.
- Aquiline Capital Partners in its majority investment with Level Equity, in DocuPhase LLC, a provider of accounting and finance process automation software; and its significant investment in LeaseCrunch, a Milwaukee-based lease accounting and lease management software provider.
- Bain Capital on its strategic growth investment in Archwest Capital, a national residential lender specializing in non-owner-occupied residential real estate loan solutions.
- Blue Torch Capital, a U.S. middle-market direct lender offering bespoke credit solutions, on a new credit facility provided to Halo Dream, Inc.
- BOND, the world's first premium fractional aviation company, on the close of US$320 million in preferred equity and debt financing led by credit funds and accounts managed by KKR, a leading global investment firm.
- Bregal Partners in the sale of Arcus Hunting, an acquisition and organic growth platform that seeks to build a strong portfolio of leading brands in the bowhunting and archery consumables and accessories market.
- Bregal Partners and TDBBS, a premium natural dog chews and treats company and portfolio company of Bregal Partners, on its sale of TDBBS to Central Garden & Pet, a recognized leader in the pet and garden industry.
- Centre Partners in its acquisition of Captain D's Seafood and affiliated entities.
- Cerberus Capital Management in its acquisition of Landmark Structures, a leading full-service provider of water storage solutions in North America.
- Cerberus Capital Management in its acquisition of Spring EQ, a leading provider of home equity financing solutions.
- Chiesi Farmaceutici S.p.A. in its US$1.48 billion acquisition of Amryt Pharma Plc.
- Cognita Imaging Inc, a healthcare AI startup and leader in vision language models for radiology, on its sale to Mosaic Clinical Technologies, the technology and AI services division of Radiology Partners, a leading technology-enabled radiology practice in the United States.
- Court Square Capital Partners in its acquisition of Velosio, LLC, a leading provider of digital transformation services, managed services, and managed cloud subscriptions for the Microsoft Dynamics ecosystem.
- Court Square Capital Partners on its acquisition of a majority stake in DCCM.
- Court Square Capital Partners and Kodiak Building Partners on a definitive agreement for QXO, Inc. to acquire Kodiak for approximately US$2.25 billion.
- Court Square Capital Partners and RailPros on the sale of Court Square's stake in RailPros to Littlejohn & Co., LLC.
- Court Square Capital Partners and Thrive in connection with a strategic investment in Thrive by Berkshire Partners.
- EisnerAmper, a global business advisory firm, in its acquisition of the advisory and wealth management businesses of Hughes Pittman & Gupton, LLP, an accounting, tax, and business consulting firm.
- Emmes, a global, full-service Clinical Research Organization (CRO) on its acquisition of VaxTRIALS.
- Energy Harbor Corp., a trustworthy energy supplier serving retail electricity to nearly one million residents and businesses in the Mid-Atlantic region, in its acquisition by Vistra, a leading Fortune 500 integrated retail electricity and power generation company.
- Exiger in its acquisition of Ion Channel, a software supply chain risk management platform.
- GIC, as part of an investor consortium led by Permira and Hellman & Friedman, in its US$10.2 billion acquisition of Zendesk.
- Grant Thornton Luxembourg on its acquisition by a consortium led by New Mountain Capital and integration into New Mountain Capital's Grant Thornton platform.
- Griffon Corporation on a definitive agreement with an affiliate of ONCAP, a subsidiary of Onex Corporation, to form a joint venture creating a leading global provider of hand tools, home organization solutions and lawn and garden products for professionals and consumers.
- Grupo Boticário in its acquisition of Truss Professional, a leading hair product brand.
- KKR in its take-private acquisition of mdf commerce, a SaaS leader in digital commerce technologies.
- KKR, a leading global investment firm, on an agreement in which funds managed by KKR will acquire a significant minority stake in ghSMART, a leading global leadership advisory firm.
- KKR Credit Advisors, a leading global investment firm, and KKR Income Opportunities Fund on KIO's acquisition of the assets of Insight Select Income Fund.
- Marcum LLP, a leading national accounting and advisory firm, on its definitive agreement with CBIZ, Inc., a prominent provider of financial, insurance, and advisory services, for the acquisition of Marcum's non-attest business.
- Moss Adams on its strategic merger with Baker Tilly, creating the sixth-largest advisory CPA firm in the U.S.
- SciPlay Corporation in its acquisition of Alictus, a global developer and publisher of popular, casual mobile games.
- Select Medical Holdings Corporation, a leading operator of critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers, and Concentra Group Holdings Parent, Inc., a wholly owned subsidiary of Select Medical, in connection with Concentra's IPO.
- SHOOK Research in connection with its strategic investment from PPC Enterprises, a middle-market private equity firm specializing in high-potential service businesses.
- Sterling Investment Partners, a leading private equity firm, on its acquisition of PROtect, LLC, a provider of safety, reliability and compliance services across various industries.
- TCW Asset Management Company LLC, a leading global asset manager, on its US$130 million senior secured credit facility with Regis Corporation, a leader in the haircare industry, and Midcap Financial Trust.
- Tengram Capital Partners in the acquisition of Movement Summit Group, LLC.
- The Special Committee of Enfusion, Inc., a leader in SaaS solutions for the investment management and hedge fund industry, on a definitive agreement for Enfusion to be acquired by Clearwater Analytics.
- Turtle Beach in its strategic acquisition of Performance Designed Products (PDP), a top gaming accessories provider.
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- Brigham Young University, B.A., 1996
- Cornell Law School, J.D., 1999
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- New York