Matthew B.
Jordan

New York

1285 Avenue of the Americas
New York, NY 10019-6064

Practices & Industries

Tax

Private Credit

Private Equity

Education

J.D., Columbia Law School, James Kent Scholar

B.A., Duke University, cum laude

Bar Admissions

New York

A partner in the Tax Department, Matthew Jordan advises clients on a variety of U.S. federal income tax matters, including in connection with U.S. and cross-border merger and acquisition transactions, strategic investments and joint ventures, and financing and capital markets transactions. His practice also includes advising investment funds on the structuring, formation and operation of funds, and “upper tier” arrangements.

Matthew has been named one of the “500 Leading Global Tax Lawyers” by Lawdragon.

Matthew’s recent private equity experience includes:

  • Apollo Global Management and its portfolio companies in various transactions, including:
    • in the debt restructuring of its portfolio company, Jupiter Resources
    • in its acquisition of an 80.1 percent interest in Lumileds from Royal Philips
    • in the formation of Apollo Revolver Fund II
  • Crestview Partners and TenCate Grass in the sale of a majority stake in TenCate to Leonard Green & Partners
  • Flexpoint Ford in its acquisition of Baker Hill
  • General Atlantic in a variety of acquisitions, including Morphe, A Place for Mom, General Information Services and Too Faced
  • Liberty Capital in a variety of transactions, including in:
    • its $125 million investment in BlueVoyant
    • its $150 million investment in Satellogic, in connection with its merger involving CF Acquisition V to form a publicly listed company
    • its $525 million acquisition of Zimperium
    • the $150 million investment in Contrast Security
  • Roark Capital Partners and its portfolio companies in various transactions, including:
    • in its acquisitions of Dave’s Hot Chicken, Divisions Maintenance Group, Dunkin’ Brands Group, Fitness Connection, Ground Penetrating Radar Systems (GPRS), Mathnasium, Nothing Bundt Cakes, ServiceMaster Brands and Subway, among others
    • Driven Brands in its acquisition of International Car Wash Group
    • in the $751 million IPO of its portfolio company, Driven Brands
    • in its $200 million convertible preferred stock investment in The Cheesecake Factory Incorporated
    • in connection with the merger of equals of its two portfolio companies, Self Esteem Brands and Orangetheory Fitness
    • in the whole business securitizations of its portfolio companies, including Driven Brands, Arby’s, Sonic, Dunkin Brands, Orange Theory Fitness, ServiceMaster Brands, Focus Brands, CKE, Massage Envy and Primrose Schools, among others
  • Stellex in its acquisition of ICS Holding

Matthew’s recent private funds experience includes:

  • Apollo Global Management in the formation of Apollo Revolver Fund II
  • Foresite in the formation of Foresite Fund VI, a healthcare-focused venture capital fund targeting $1.25 billion
  • Roark Capital Partners in the formation of various private funds, including Fund V ($5 billion flagship private equity fund), Fund VI ($5 billion private equity flagship fund), Fund II Sidecar, Diversified Restaurant Fund II
  • Silver Point Capital in a variety of transactions, including:
    • Silver Point Distressed Specialty Credit Fund III, a credit fund targeting $4 billion
    • Silver Point Distressed Specialty Credit Fund II, a credit fund totaling $2 billion
    • Silver Point Distressed Opportunity Institutional Partners Fund, a credit fund totaling $1.5 billion
  • Stellex in the formation of Stellex Capital Fund III, its flagship private equity fund targeting $2.5 billion

Matthew has advised clients in various other transactions including:

  • Lundin Mining Corporation in its $950 million acquisition of a majority stake in Lumina Copper
  • Hammerhead Resources in its:
    • C$2.55 billion sale to Crescent Point Energy
    • $1 billion combination with Decarbonization Plus Acquisition Corporation IV to form Hammerhead Energy
  • Yamana Gold in its $4.8 billion sale to Pan American Silver Corp. and Agnico Eagle Mines Limited
  • Trane Technologies in the $15 billion Reverse Morris Trust spin-off and merger of its industrial business with Gardner Denver Holdings
  • Qualcomm in its proposed acquisition of NXP Semiconductors
  • Symphony Wireless in a $200 million securitization of Palistar’s easements portfolio
  • Altimar Acquisition Corporation, a special purpose acquisition company sponsored by an affiliate of HPS Investment Partners, LLC, in its combination with Owl Rock Capital Group and the Dyal Capital Partners division of Neuberger Berman Group LLC to form Blue Owl Capital Inc.
  • Altimar Acquisition Corp. II and Altimar Acquisition Corp. III, special purpose acquisition companies sponsored by an affiliate of HPS Investment Partners, LLC, in their IPOs
  • Element Fleet Management in connection with its U.S. fleet securitization program
  • Altimar Acquisition Corp. II, a special purpose acquisition company sponsored by an affiliate of HPS Investment Partners, LLC, in its combination with Fathom Digital Manufacturing Corporation
  • Cumulus Media and certain of its affiliates in their chapter 11 cases, including a multi-day chapter 11 plan confirmation trial addressing, among other things, various valuation issues
  • Goldman Sachs and its affiliates as agent, lender and initial purchaser in connection with the establishment of a financing platform for music copyrights, royalties and related assets for Blackstone-backed Hipgnosis, with up to $1 billion financing of music copyrights, royalties and related assets for Hipgnosis
  • An ad hoc committee of PIK loan lenders to EB Holdings II, the parent company of Eco-Bat Technologies Limited, the world’s largest producer of lead and lead alloys in the restructuring of approximately $2.5 billion in funded debt obligations through the company’s prepackaged chapter 11 case
  • Hornblower Group in connection with its prearranged chapter 11 cases