Jerry Schwartzman

Jerry Schwartzman is the Head of M&A Tax Services at Stout.

Jerry is a transactional attorney with a broad range of domestic, foreign, and cross-border tax due diligence and tax structuring experience for both private equity and corporate clients. He has also served as an expert witness in litigation and arbitration matters.

Prior to joining Stout, Jerry started and led the tax due diligence practices at Houlihan Lokey and Duff & Phelps, provided tax due diligence and structuring services at major accounting firms, and started his career at the National Office of the IRS, providing technical advice and litigation strategy to IRS agents, appeals officers, and IRS and DOJ attorneys.

Jerry has authored and co-authored numerous tax-related articles. His work includes the following: “The Due Diligence Process in M&A Transactions” (Chapter 3), Mergers & Acquisitions: A Practitioner’s Guide to Successful Deals (World Scientific February 2019); “M&A Tax Strategies: Avoiding Tax on CODI When Acquiring a Struggling Target,” “Corporate Taxation” (CCH November/December 2020); “The Art of the Graceful Exit,” The Deal (May 27, 2015); and “Goodwill Hunting,” The Deal (September 10, 2009).

His clients have included GE, Vivendi, The Jordan Group, Kenner & Co., Lehman Brothers, Meta Aerospace, Olympus Partners, and TPG Capital, as well as Aterian Partners, Excellere, L Squared, and York Capital.