McDermott, Stephanie

Stephanie McDermott

Associate
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Stephanie McDermott’s practice focuses on tax planning and compliance for corporations, partnerships and limited liability companies, including in connection with public and private mergers and acquisitions, private equity financing, public and private securities offerings and the formation of investment funds. She also has significant experience with S corporations, real estate investment trusts, qualified small business stock and various nonprofits, including tax-exempt organizations and private foundations.

Stephanie McDermott’s practice focuses on tax planning and compliance for corporations, partnerships and limited liability companies, including in connection with public and private mergers and acquisitions, private equity financing, public and private securities offerings and the formation of investment funds. She also has significant experience with S corporations, real estate investment trusts, qualified small business stock and various nonprofits, including tax-exempt organizations and private foundations.

Stephanie’s representative experience includes:

  • Assisted with representation of NYSE REITs in numerous follow-on stock offerings
  • Assisted with representation of $1 billion multifamily joint venture between an investor and a real estate developer involving an acquisition from a sovereign fund
  • Assisted with representation of public real estate advisory firm in acquisitions and joint ventures involving private REITs, tax-exempt organizations and foreign pension fund investors
  • Assisted with representation of leading owner of outdoor advertising and logo sign displays in $2.35 billion in high yield bond and credit transactions (Lamar Advertising Company)
  • Assisted with representation of a leading provider of asset management and other services to companies within the hospitality industry in its completed combination with Remington Holdings, LP (Ashford Inc.)
  • Assisted with representation of a leading provider of industrial recycling services in a strategic investment from Mill Rock Capital Management LP (Venture Metals)
  • Assisted with representation of an independent energy company in the acquisition of Covey Park Energy LLC in a cash and stock merger valued at approximately $2.2 billion (Comstock Resources)
  • Assisted with representation of a global security company in its acquisition of Balance Innovations (Brink’s Incorporated)
  • Assisted with representation of a leading digital health platform and metabolic syndrome reduction program, in an acquisition by global private equity firm The Riverside Company (Naturally Slim)
  • Assisted with representation of leading owner of outdoor advertising and logo sign displays in acquisition of another billboard operation in five U.S. markets (Lamar Advertising Company)
  • Assisted with representation of private energy infrastructure investment firm in acquisition of two combined-cycle gas turbine plants (Starwood Energy Group)
  • Assisted with representation of hospitality REIT in public offering of Series D cumulative preferred stock (Braemar Hotels)Assisted with representation of a personal insurance independent agency as it entered into an agreement with Safeco Insurance, a Liberty Mutual Company, with respect to its personal insurance independent agency policies in 47 states (QBE North America)
  • Assisted with representation of oil and gas company in the closed acquisition of oil and gas properties (Comstock Resources)
  • Assisted with representation of energy company in acquisition of 100 percent of the issued share capital of mining company and 100 percent of the membership (Merit Energy)
  • Advised public charity with $57 million in assets on plan to partner with private investors and engage in economic development, including structuring and financing concerns and operations requirements
  • Reviewed private placement memoranda to provide formal tax opinions on the prudence of investments, including advising private foundation with $770 million fund on UBIT and jeopardizing investment rules
  • Advised nonprofit clients on excess business holdings, self-dealing provisions and supporting organization rules, including a private foundation with a $1.8 billion fund owning closely held stock
  • Prepared, submitted and successfully obtained group exemption from the Internal Revenue Service on behalf of tax-exempt client and its affiliates
  • Advised tax-exempt 501(c)(6) organization on formation of subsidiary limited liability company and prepared corresponding organizing documents
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CREDENTIALS
Education
  • J.D.,

    cum laude

    , Washington University School of Law, 2013
    CALI Awards for Gift & Estate Tax, Asset Protection Planning
  • B.A., English, Washington University in St. Louis, 2009
Bar Admissions
  • Texas
Awards & Recognitions
    • Named, Best Lawyers: Ones to Watch, Tax Law (2021)