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Jeff is an M&A Tax Partner and Deloitte's West Region M&A Tax Practice Leader, based in San Francisco. He advises private equity sponsors, financial investors, portfolio companies, and strategic acquirers on the tax aspects of acquisitions, divestitures, recapitalizations, and complex structuring matters.
With more than 20 years of transaction experience Jeff leads integrated Deloitte teams across the full deal lifecycle. His expertise spans buy-side and sell-side diligence, transaction structuring, debt and equity restructurings, tax modeling, post-close integration, and exit planning.
Jeff's transaction experience covers both domestic and complex cross-border deals, from marquee multibillion-dollar take-private acquisitions to middle-market strategic and platform transactions, across TMT, Health Care IT, Consumer & Industrial Products, TH&L, Energy, Real Estate, and Retail.
He serves many of the world's leading private equity firms, sovereign wealth funds, and large multinational corporations. Known for translating complex tax considerations into commercially sound, actionable guidance, Jeff is a trusted advisor to clients navigating high stakes deal environments.
Market: Deloitte United States