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ProfessionalsScott M. Sontag

Scott M. Sontag

Tel: +1-212-373-3015
Fax: +1-212-492-0015

Tel: +1-212-373-3015
New York

1285 Avenue of the Americas
New York, NY 10019-6064
Fax: +1-212-492-0015

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A partner and Global Co-Chair of the Tax Department, Scott M. Sontag is experienced in international and domestic transactions, including structuring and negotiating complex merger and acquisition and restructuring transactions for public companies and private equity funds and their portfolio companies. In addition, Scott advises clients extensively on transactions involving the formation and acquisition of real estate investment trusts (REITs) and on real estate acquisitions, dispositions and workouts.


Scott’s experience includes his representation of:

  • Funds managed by affiliates of Apollo Global Management, Inc. in their acquisition and related debt financing of Covis Pharma B.V., a Netherlands-based pharmaceutical company, from funds managed by Cerberus Capital Management, a New York-based private equity firm
  • Ares Management Corporation in several significant matters, including in:
    • a $550 million growth investment in Virgin Voyages, a Florida-based cruise line
    • its investment, alongside Providence Equity Partners LLC, of $400 million total equity securities in OUTFRONT Media Inc., a New York-based outdoor advertising company
    • its combined $180 million investment in Infrastructure and Energy Alternatives, Inc., an Indiana-based infrastructure construction company with specialized energy and heavy civil expertise and a focus on renewable energy projects
  • AR Global in connection with the internalization of management as part of an all-stock merger agreement between Global Net Lease Inc. and The Necessity Retail REIT
  • Berkshire Partners, a Massachusetts-based investment firm, in several significant matters, including in:
    • its acquisition of a majority stake in Harvey Performance Company, a Massachusetts-based designer and manufacturer of specialized cutting tools for precision machining applications, from Summit Partners
    • its investment in Mielle Organics, an Indiana-based natural hair care and beauty brand
    • its acquisition of FoodChain ID, an Illinois-based food-safety and food-quality products and services business, from Paine Schwartz Partners, a California-based private equity firm
    • its investment in Kendra Scott Design, Inc., a Texas-based fashion accessories brand
  • Bioverativ Inc., a Massachusetts-based biopharmaceutical company focused on therapies for hemophilia and other rare blood disorders, in its $11.6 billion acquisition by Sanofi
  • Brookfield Asset Management:
    • in its acquisition of a significant minority stake in Primary Wave Music, a New York-based independent publisher of iconic and legendary music, as part of a new strategic partnership valued at over $2 billion, and its additional $1.7 billion capital funding commitment
    • and Simon Property Group in their acquisition of certain assets of J.C. Penney Company, in connection with J.C. Penney’s chapter 11 case
  • Caisse de dépôt et placement du Québec (CDPQ) in several significant matters, including in:
    • its acquisition of a significant stake in ICR, a New York-based strategic communications and advisory services company
    • its acquisition of Medical Solutions, a Nebraska-based travel nursing company
    • its $200 million minority investment in Zevia LLC, a California-based beverage company
    • the approximately $6.7 billion acquisition of Sedgwick, a Tennessee-based provider of technology-enabled risk, benefits and integrated business solutions, by funds The Carlyle Group, CDPQ and Stone Point Capital from KKR
  • The Carlyle Group in several significant matters, including in:
    • its investment in Bonotel Exclusive Travel, a luxury inbound tour operator
    • the sale of its portfolio company Prime Clerk, a New York-based claims administrator, to Duff & Phelps, a New York-based valuation and corporate finance advisor
  • Charlesbank Capital Partners and Neptune Retail Solutions, a New Jersey-based retail marketing company, in Neptune's all-cash take-private acquisition of Quotient Technology, a Utah-based software development company and the parent company of
  • CI Capital Partners, a New York-based private equity firm, and its portfolio companies in several significant matters, including:
    • PRA, a portfolio company of CI Capital Partners, in its sale to EagleTree Capital
    • Epiphany Dermatology, a Texas-based multi-regional provider of medical, surgical, cosmetic, and related dermatological services and a portfolio company of CI Capital Partners, in its sale to Leonard Green & Partners, L.P.
    • WTS International, Inc., Maryland-based provider of hospitality and amenity services and a portfolio company of CI Capital Partners, in its acquisition of Meet Hospitality Services, a New York-based provider of design and management services for conferences and amenity centers
    • SavATree, a provider of professional tree, shrub and lawn care services in 27 states and a portfolio company of CI Capital Partners, in its sale to funds advised by Apax
    • in the sale of its portfolio company Impact Group, an Idaho-based sales and marketing agency, to Acosta, a Florida-based integrated sales and marketing services provider in the consumer packaged goods industry.
  • Continental Grain Company, a New York-based investor, owner and operator of companies across the food and agribusiness spectrum, in its joint venture with Cargill, a Minnesota-based food corporation, to acquire Sanderson Farms, Inc., a Mississippi-based producer and distributor of fresh, frozen and minimally prepared chicken, for a total equity value of $4.53 billion
  • Elanco Animal Health Incorporated, an Indiana-based animal health company that develops products and knowledge services to prevent and treat disease in food animals and pets, in its $7.6 billion acquisition of the animal health business of Bayer AG, a German-based enterprise with core competencies in the life science fields of health care and nutrition
  • General Electric in its $30 billion combination of its jet leasing unit, GE Capital Aviation Services (GECAS), with AerCap Holdings
  • Global Infrastructure Partners in its $15 billion acquisition (together with KKR) of CyrusOne
  • Hunt Companies, Inc., a private company in the real estate and infrastructure markets, in connection with a $200 million committed minority equity investment in certain of Hunt’s financial services and asset management businesses by affiliates of Gallatin Point Capital LLC, a private investment firm
  • International Business Machines Corp. in its:
    • sale of The Weather Company to Francisco Partners
    • $4.6 billion acquisition of Apptio
    • acquisition of NS1
    • acquisition of Neudesic, a California-based cloud services consultancy
    • acquisition of Envizi, an Australia-based data and analytics software provider for environmental performance management
    • $34 billion acquisition of Red Hat Inc., creating the world’s largest hybrid cloud provider
  • John Hancock, a division of Manulife Financial Corporation, a leading international financial services group, in:
    • its equity investment in ExteNet Systems, Inc., an Illinois-based provider of distributed networks enabling outdoor and indoor wireless connectivity
    • its acquisition of a controlling interest in Serverfarm, a California-based telecommunications operator
  • Madison Dearborn Capital Partners as sponsor and DIP lender in the chapter 11 cases of Benefytt Technologies, a technology-driven distributor of insurance products. Upon consummation of the chapter 11 plan, Benefytt will receive $64 million in new money financing, including a $35 million DIP facility, to fund a new operating company with investors owning 92.5%
  • NorthStar Realty Finance Corp., a New-York based REIT, in its sale of an approximately $1 billion joint venture interest in its $6.1 billion healthcare real estate portfolio to Taikang Insurance Group, a China-based insurance company
  • Ontario Teachers’ Pension Plan in its acquisition, alongside Brookfield Infrastructure L.P. and its institutional partners, of Compass Datacenters
  • Roark Capital Group, an Atlanta-based private equity firm focused on customer brands and multi-unit businesses, and its portfolio companies in several significant matters, including:
    • in its acquisition of Subway, a Connecticut-based fast food restaurant franchise
    • in its acquisition of Mathnasium, a California-based franchisor and operator of math learning centers
    • in its $1.553 billion acquisition of the ServiceMaster Brands businesses from ServiceMaster Global Holdings, Inc., a Tennessee-based provider of services to residential and commercial customers in the termite, pest control, health-based cleaning and restoration markets
    • ServiceMaster Brands, a Georgia-based provider of residential and commercial cleaning, restoration and moving services and a portfolio company of Roark Capital, in its acquisition of TWO MEN AND A TRUCK/International, Inc., a Michigan-based franchised moving company
    • Inspire Brands, a Georgia-based multi-brand restaurant owner and an affiliate of Roark Capital Group, in its $11.3 billion acquisition of Dunkin’ Brands Group, Inc., the Massachusetts-based parent company of Dunkin’ and Baskin-Robbins
    • Driven Brands, a North Carolina-based automotive franchise company engaged in providing aftermarket services and a portfolio company of Roark Capital, in its acquisition of International Car Wash Group, a United Kingdom-based car wash company; and in its acquisition of All Star Glass, a California-based auto glass repair company
  • Sagewind Capital and its portfolio companies in several significant matters, including:
    • in its investments in Federal Advisory Partners, GCOM Software, QuantiTech and Sigma Defense Systems
    • Federal Advisory Partners, a portfolio company of Sagewind Capital, in its acquisition of Favor TechConsulting
    • GCOM Software, a portfolio company of Sagewind Capital, in its acquisitions of ASR Analytics, Qlarion and Three Sigma Software
    • QuantiTech, a portfolio company of Sagewind Capital, in its acquisitions of Millennium Engineering and Integration Company and Systems Engineering Group (SEG)
  • Savers Value Village, Inc. in its $461.4 million initial public offering
  • Tricon Residential Inc., a Canada-based rental housing company, in:
    • the formation of a $5 billion joint venture with Teacher Retirement System of Texas, Pacific Life Insurance Company and a global investor to acquire single-family rental homes targeting the middle-market demographic in the U.S. Sun Belt
    • its U.S. initial public offering of $513 million of common shares and $57 million private placement of common shares to Blackstone Real Estate Investment Trust, Inc. (BREIT), for total gross proceeds of $570 million, lead managed by Morgan Stanley, RBC Capital Markets, Citigroup, Goldman Sachs, Scotiabank and Keefe, Bruyette & Woods
  • Trivest Partners in the combination of its portfolio company, Brothers National with Pavement Partners Holding

    Scott is recognized as a leading lawyer by Chambers USA and The Legal 500 and has been named among the leading Bankruptcy Tax Specialists in the nation’s major law firms by Turnarounds and Workouts magazine. Most recently, Scott has been named “Tax Practice Leader of the Year” in North America by International Tax Review. In 2013, he was named as one of five “MVPs” in the tax category by Law360 in its annual ranking of law firm partners who have demonstrated “exceptional work in transactions.”

    Scott is a Certified Public Accountant (CPA).

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