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Equity Securities Tax Planning

Porter Hedges LLP

Middle Market M&A Planning: What is Rollover Equity?

Porter Hedges LLP on

The term “rollover equity” is frequently used in discussions about the sale of middle market companies (which often is described as meaning companies with enterprise values from $10 million to $1 billion[1]), but frequently...more

Latham & Watkins LLP

Non-Plain Vanilla Questions About Taxation of Plain Vanilla Convertible Debt

Latham & Watkins LLP on

Convertible debt is exceptionally attractive to investors in volatile markets because it offers the security of a bond with the upside of equity. That is why convertible debt was one of the strongest asset classes during the...more

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