Partner
Jonathan provides strategic solutions to his clients’ complex tax challenges.
Jonathan focuses on providing efficient service with thorough analysis and clear explanation. He advises on the tax aspects of domestic and cross-border mergers and acquisitions, joint ventures, financings, inbound and outbound investments, corporate restructurings and other commercial transactions. His clients value his creativity and his ability to clearly present complicated tax concepts, decision points and negotiation strategy.
Prior to joining Davies, Jonathan practised in New York City at a multinational law firm.
Partner
Jonathan provides strategic solutions to his clients’ complex tax challenges.
Jonathan focuses on providing efficient service with thorough analysis and clear explanation. He advises on the tax aspects of domestic and cross-border mergers and acquisitions, joint ventures, financings, inbound and outbound investments, corporate restructurings and other commercial transactions. His clients value his creativity and his ability to clearly present complicated tax concepts, decision points and negotiation strategy.
Prior to joining Davies, Jonathan practised in New York City at a multinational law firm.
Ironbridge Equity Partners Management Limited
Acted for funds affiliated with Ironbridge Equity Partners Management Limited in the acquisition and related financing of Gardner Glass Products, Inc., a North Carolina-based company that manufactures and distributes tempered, mirrored, backpainted, and laminated glass products.
Recochem
Acted as counsel to Recochem management in the acquisition of H.I.G portfolio company Recochem by funds managed by CapVest.
Copper Mountain Mining Corporation
Acted for Copper Mountain Mining Corporation in its US$439-million all-share acquisition by Hudbay Minerals Inc. by way of a court approved plan of arrangement.
Smile CDR Inc.
Acted for Smile CDR Inc. (doing business as Smile Digital Health), a leading FHIR® health data fabric (HDF) and exchange solutions provider, in its approximately $30-million Series B funding round led by existing investors.
Fulcrum Capital Partners
Acted for Fulcrum Capital Partners in the merger of its portfolio company, Accucam Machining, with EQI Ltd., a portfolio company of Atlas Holdings, to create a leading global supply chain solution for metal products.
US Corporate AMT: Inbound Investors Beware of Aggregation Rules, co-author
Nov. 15, 2023 - Tax Management International Journal (Bloomberg Industry Group, Inc.)
Download the article.
U.S. Tax Laws: A Review of 2022 and a Look Ahead to 2023
Feb. 21, 2023 - As we settle into the new year, let’s take a moment to first consider last year’s tax developments and then take a look ahead to what 2023 might have in store for us. Review of U.S. Tax Developments in 2022 In 2022 we finally saw some movement on President Biden’s tax policy with the...
Disclosure Requirements Aimed at Shell Companies, co-author
Jan. 24, 2023 - Canadian Tax Journal, Vol. 70, No. 4, (Canadian Tax Foundation)
Upcoming Proposed Regulatory Changes to Stock Buyback Excise Tax
Dec. 29, 2022 - With another new year nearly upon us, we call attention to regulatory changes to the Stock Buyback Excise Tax that will be proposed to take effect on January 1 and the implications on more non-U.S. corporations. Specifically, we address exceptions for (i) a broad new per se funding rule...
New York, 2015
New Jersey, 2014
Harvard Law School, JD, 2014
Touro College, BS (Summa Cum Laude), 2009
