Aaron M. Bernstein
Partner
New York
aaron.bernstein@lw.com
+1.212.906.1820
PRACTICES
- Derivatives, Equities & Structured Products
- International Tax
- Tax
- Transactional Tax
INDUSTRIES
- Financial Institutions
EDUCATION
- LLM, New York University, 2016
- JD, New York University School of Law, 2014
NYU Law Review - BS, Yale University, 1995
cum laude
LANGUAGES SPOKEN
PROFILE
Aaron Bernstein advises clients on a full spectrum of complex transactional tax matters.
Aaron leverages his in-depth understanding of the economics that drive highly sophisticated business transactions to guide public corporations, private equity funds, private lending clients, and financial institutions on:
- Capital markets
- Private financings
- Portfolio company investments
- Bank finance
- Derivatives
- Equity-linked instruments
- Insurance investment structures
- Securitizations
- Spinoffs
- Cross-border tax planning
Before his legal career, Aaron was a computer programmer, focused on developing highly technical internal business software.
EXPERIENCE
Aaron's experience includes advising:
- The initial purchasers on Lifepoint Health’s upsized US$800 million senior secured notes offering
- The initial purchasers on Veralto’s US$2.1 billion senior notes offering and €500 million senior notes offering for a spinoff transaction
- Light & Wonder on multiple transactions, including its:
- US$550 million private offering of senior unsecured notes
- Up-C IPO listed on the Nasdaq
- The arrangers on a financing for Oryx Midstream’s US$300 million add-on term loan B
- Aegon, a Netherlands-based insurance company, on its proposed transfer of legal domicile to Bermuda
- The underwriters on Fidelis Insurance Holdings’ IPO
- VinFast Auto, a leading Vietnamese automotive manufacturer, on the business combination with Black Spade Acquisition Co., a special purpose acquisition company
- The underwriters on SI-BONE’s public offering of 3,775,000 shares of common stock
- R.R. Donnelley & Sons on a US$1.25 billion term loan B facility to refinance existing debt
- The initial purchasers on Ritchie Bros.’ senior notes offering to partially fund its merger with IAA
- Encore Capital Group, an international specialty finance company, on its US$200 million convertible senior notes offering
- Morgan Stanley Tactical Value on a US$401 million late-stage convertible investment in cloud computing security and network platform Netskope
- Owl Rock, as lead investor, on Arctic Wolf’s US$401 million structured capital financing
- Broadcom on a US$1.95 billion private senior notes offering
- Antares Capital on arranging a unitranche credit facility to support Summit Partners’ growth equity investment in 48forty Solutions
- Amgen on US$4 billion in senior unsecured notes offerings, including its inaugural offering of “green bonds”
- Oscar Health on a US$305 million convertible senior notes offering
- The initial purchasers on DigitalOcean’s upsized US$1.5 billion convertible senior notes offering
- ReNew Power, an India-based renewable energy producer, on multiple bond offerings
- PropertyGuru, Southeast Asia’s leading property technology company, on its business combination with Bridgetown 2 Holdings Limited, a special purpose acquisition company
- The initial purchasers on Maxeon Solar Technologies’ US$185 million green convertible senior notes offering
- Credit Suisse on a pre-capitalized letter of credit facility, concurrent with a US$900 million bond offering, for NRG Energy
- The Carlyle Group on its strategic investments in Pharmapacks, an online health and beauty marketplace