简介

As a deal lawyer and former Big Four accountant, David Bartoletti provides both corporate law and tax expertise during transactions. David represents clients in corporate and tax matters during mergers and acquisitions, joint ventures, internal restructurings and venture capital transactions. David also assists clients with federal, state and local tax issues related to equity compensation plans, financing and transactional tax matters.

Mergers, Acquisitions and Restructuring

David advises buyers and sellers in the acquisition, sale and restructuring of companies. David has experience in deals ranging from the sale of family-owned business to multibillion-dollar public company acquisitions. His dual tax and corporate skillset is particularly valuable to clients closing small private deals.

Venture Capital Transactions

David advises both investors and founders on emerging company matters, including the creation of tax-efficient operating and equity compensation structures, and transactional matters related to capital raising transactions, acquisitions and divestitures.

Tax Matters

David works with for-profit and tax-exempt corporations, partnerships and limited liability companies on tax matters in connection with mergers and acquisitions, joint ventures, capital raising, and restructuring entities to best utilize tax credits, deductions or other incentives.

资质

执业资格

Indiana
New York

证书

Certified Public Accountant — New York

教育

New York University School of Law
LL.M. in Taxation (2016)

Indiana University Maurer School of Law
J.D. cum laude (2013)

University of Miami
B.B.A. in Finance and Accounting, cum laude (2010)

见解和活动

其他角度
  • Corporate Formation, Taxes & Employee Ownership – the Choice of Entity Decision
    Purdue Foundry Speaker Series, December 1, 2016

领导力和社区

市民活动

  • Indiana Neighborhood Christian Legal Clinic — Low-Income Tax Clinic Volunteer
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