Jonathan Goldstein advises clients on private investment fund formation, the tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding financial institutions, renewable energy transactions, financing transactions, corporate restructurings and bankruptcies, cross-border tax matters and partnerships and other joint ventures. At the NYU School of Law, where he earned his LL.M. in taxation, Jonathan won the Harry J. Rudick Memorial Award for “demonstrated excellence in taxation throughout” the program. Jonathan has been consistently recognized by Chambers USA and The Legal 500 U.S. In addition, he was previously named one of Mergerlinks’ Top Tax Lawyers in North America, with a #1 ranking in 2021. Earlier in his career, Jonathan was named a “Rising Star” in Tax by Law360.
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Work Highlights
- Goldman Sachs in the announced formation of a new AI-native enterprise services firm by Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs
- IFM Net Zero Infrastructure Fund of IFM Investors in its acquisition of a majority interest in GreenGasUSA Holdings LLC
- BharCap Partnters in its acquisition of Pronto Insurance through its portfolio company, Insurvia
- JPMorgan in its agreement to become the issuer of the Apple Card and its pending acquisition of over $20 billion of Apple Card balances
- BTG Pactual in its acquisition of M.Y. Safra Bank
- Cvent in its acquisition of ON24, Inc. for approximately $400 million
- Blackstone group in multiple fundraisings, including Blackstone Strategic Partners IX, Blackstone Capital Partners VIII, Blackstone Infrastructure Partner, the Blackstone Tactical Opportunities Program and Blackstone Real Estate Debt Strategies
Accolades
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Chambers USA: America’s Leading Lawyers for Business
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The Legal 500 U.S.
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Mergerlinks’ Top Tax Lawyers in North America
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Law360 Rising Star
Education
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New York University School of Law, 2005 LL.M. Taxation
Harry J. Rudick Memorial Award for distinction in the LLM Taxation Program
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George Washington University Law School, 2003 J.D.
High Honors, Order of the Coif
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University of Rochester, 2000 B.A.
with distinction
Jonathan Goldstein is a Partner in the Firm’s Tax Department. Jonathan advises clients on private investment fund formation, the tax aspects of mergers and acquisitions (including tax-free spin-offs), tax matters regarding financial institutions, renewable energy transactions, financing transactions, corporate restructurings and bankruptcies, cross-border tax matters and partnerships and other joint ventures.
Jonathan has been consistently recognized by Chambers USA and in The Legal 500 U.S. In addition, he was previously named one of Mergerlinks’ Top Tax Lawyers in North America, with a #1 ranking in 2021. Earlier in his career, Jonathan was named a “Rising Star” in Tax by Law360.
Jonathan received his B.A., with distinction, from the University of Rochester in 2000 and his J.D., with high honors, from George Washington University in 2003, where he was elected Order of the Coif. Jonathan earned an LL.M. in Taxation in 2005 from New York University School of Law, where he was awarded the Harry J. Rudick Memorial Award for distinction in the LL.M. Taxation Program. Jonathan is admitted to practice in New York.
Recent work highlights include:
- Blackstone and its affiliates in various matters, including their:
- establishment of its third Asia-Pacific private equity fund, Blackstone Capital Partners Asia III
- joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service offering
- strategic equity investment in VoltaGrid for a combined value of $1 billion with Haliburton Company
- investment in Shield AI, which helped fund Shield AI’s planned acquisition of Aechelon Technology Inc.
- acquisition of Madison Dearborn Partners’ remaining equity stake in AIR Control Concepts (“AIR”), making Blackstone AIR’s sole institutional investor
- EQT's Active Core Infrastructure fund on its joint venture with Americold Realty Trust, Inc.
- Goldman Sachs in the announced formation of a new AI-native enterprise services firm by Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs
- Stonepeak in various transactions, including the:
- announced agreement, in a buyer consortium with Bernhard Capital Partners, to acquire Cleco Group from a consortium comprised of Macquarie Asset Management, British Columbia Investment Management Corporation and Manulife Investment Management
- combination of Astound Broadband, sponsored by Stonepeak, with GFiber
- BharCap Partners in its acquisition of Pronto Insurance through its portfolio company, Insurvia
- JPMorgan in its agreement to become the issuer of Apple Card and its pending acquisition of over $20 billion of Apple Card balances
- BTG Pactual in its acquisition of M.Y. Safra Bank
- Cvent in its acquisition of ON24, Inc. for approximately $400 million