is a Director in Houlihan Lokey’s Transaction Advisory Services practice and
Head of M&A Tax Services. He 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. Mr. Schwartzman has
also served as an expert witness in litigation and arbitration matters. He is
based in the firm’s New York office.
Houlihan Lokey, Mr. Schwartzman initiated and led the M&A Tax Services
group at Duff & Phelps, and initiated and co-led the in-house tax group for
corporate finance/restructuring at FTI Consulting. Mr. Schwartzman started his
career as an attorney in the Office of the Chief Counsel of the IRS.
has been a frequent speaker on tax topics and has authored/co-authored numerous
pieces on tax issues, including a chapter on bankruptcy/restructuring tax
issues in a restructuring treatise, and notable articles such as “What You Need
to Know about Inversions,” CFO Magazine
(February 19, 2016) (with Steven Tishman) and “The Art of the Graceful Exit,” The Deal (May 27, 2015) (with Andrew
Deren and Winston Shows).
has led M&A tax teams on numerous acquisitions and divestitures for clients
such as Vivendi, The Jordan Company, TPG, Kenner & Co., General Electric,
Olympus, Moody’s, Dun & Bradstreet, Windjammer, and Carlyle. His experience
includes transactions in the industrials; healthcare; consumer, food &
retail; technology, media & telecom; aerospace, defense & government; business services; and financial institutions industries.
earned a B.A. from the Hebrew University of Jerusalem, a J.D. from the Benjamin
N. Cardozo School of Law, and an LL.M. (Tax) from the New York University
School of Law. He is a member of the American Bar Association.