Caroline is a dedicated and seasoned tax professional with a unique law perspective. She has over 20 years of experience providing clients with strategic planning and execution of mergers and acquisition transactions. Her experience and background as both a service provider and corporate executive has culminated in Caroline’s unique arsenal of practical business savvy coupled with technical expertise.
- Serves strategic and private equity clients on both buy- and sell-side transactions ranging between $5 million and $15 billion
- Specializes in pre-transaction readiness, global financial and tax due diligence, transaction tax structuring, spin-offs, reorganizations, debt and equity financing, initial public offerings, and other capital events as well as tax remediation and post-transaction integration services
- Experience spans all business life-cycle stages and industries with particular focus on the following:
– Private equity
– Automotive
– Technology
– Licensing and merchandising
– Media and entertainment
– Telecommunications
– Real estate and hospitality
– Financial institutions - Previously served as Head of Tax & Risk Management at a California-based EV/tech start-up with multinational structure encompassing IP licensing and royalties, research and development, and manufacturing activities
- Served as SVP and Head of Tax at a prominent Los Angeles-based private equity firm and ultra-high-net-worth family office specializing in structuring global media and entertainment, real estate, and technology investments
- State Bar of California
- California Lawyers Association, Taxation Section
Location
California
Education
Master of Laws in taxation
Juris Doctor
Loyola Law School (Los Angeles, California)
Bachelor of Science in business administration
University of Southern California (Los Angeles, California)
