Overview
Alex Cheng-Yi Lee focuses his practice on US and international tax planning and transactions involving US and non-US multinational companies, private equity funds, and entrepreneurial families.
Alex has advised on numerous spinoff transactions, divestitures, public offerings, and US and cross-border mergers and acquisitions involving public and private companies. He frequently counsels on tax-free reorganizations and optimization of existing operating structures as well as international tax issues, including tax-efficient repatriation strategies, tax basis planning, supply chain planning, principal structures, and foreign tax credit planning.
Additionally, Alex regularly advises on tax structuring and strategies to optimize tax efficiency in US inbound and outbound investments. His experience spans various business contexts, including closely held business and investments of entrepreneurial families as well as cross-border investments by multinationals and private equity funds.
Results
- Represented Leo Messi in connection with the formation of the Más+ by Messi sports beverage business, an international joint venture between Mr. Messi and Mark Anthony Presents
- Represented Krispy Kreme in the sale of its majority ownership stake of Insomnia Cookies
- Represented Caribou Coffee in the transaction to license its brand in the consumer packaged goods and food service channels to JDE Peet’s
- Represented Independence Pet Group in its $1.4 billion acquisition of Crum & Forster Pet Insurance Group and Pethealth Inc., its acquisition of the majority interest in Pumpkin Insurance Services Inc., and its acquisition of FIGO Pet Insurance LLC
- Represented National Veterinary Associates in its $1.1 billion acquisition of SAGE Veterinary Partners, its $1.65 billion acquisition of Ethos Veterinary Health, including the subsequent hospital divestitures, and the acquisition of Compassion-First Pet Hospitals
- Represented Keurig Dr Pepper in a number of transactions, including its $863 million investment in Nutrabolt, its $300 million acquisition of a 33% stake in La Colombe, and other partnership ventures
- Represented Chevron Corporation as special tax counsel in its $13 billion acquisition of Noble Energy
- Represented CVS Health in its $69 billion acquisition of Aetna
- Represented Ampersand Capital Partners in its investment in Vivitide and its subsequent merger with Biosynth Carbosynth, a UK-based KKR portfolio company, as well as numerous other cross-border acquisitions and mergers
- Represented Pango Group in its merger with Total Security
- Represented World Kinect Corporation in the sale of Avinode Group and a portfolio of aviation software to Hearst
- Represented WindRose Health Investors in a cross-border business combination of Lykan Bioscience and RoslinCT
- Represented several Fortune 500 companies in numerous internal restructuring transactions
