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Brandon Jones

Shareholder

Brandon Jones is a member of Winstead’s Tax Practice Group. With almost 20 years of experience, Brandon spends most of his time assisting and advising closely-held and family-owned businesses and private equity clients in connection with (i) the formation of their business entities including drafting and negotiating the related governing documents, (ii) structuring and restructuring their investment and business holdings and operations (for asset protection, income tax planning, estate planning, and other commercial purposes), (iii) corporate governance matters, and (iv) drafting/negotiating joint venture agreements, purchase agreements, buy-sell agreements, private offering documents, and other agreements and/or documents related to mergers, acquisitions, dispositions, spin offs and other general commercial matters.

Brandon has experience working with clients across a wide range of industries, including energy, entertainment, healthcare, hospitality, insurance, retail and waste recycling, and with many different types of business entities, including corporations, partnerships, LLCs, REITs and MLPs. Brandon also is a leading attorney in the opportunity zone (“OZ”) space, representing both OZ fund sponsors and investors on a significant number of OZ transactions, and serving as a frequent speaker on the topic throughout the country. Having spent the early part of his legal career working principally in the tax planning and structuring area, Brandon has a unique ability to counsel his clients on a wide array of transactional issues, ranging from income and estate tax planning to general corporate matters. As such, he frequently has the ability to serve as a one-stop-shop for his clients.

Experience

  • Assisted in connection with the formation, organization and structuring of thousands of partnerships, LLCs, and other joint venture transactions
  • Assisted in connection with hundreds of M&A transactions having values of up several billion dollars
  • Assisted multiple private equity groups in connection with the structuring and acquisition of their joint venture and M&A transactions
  • Assisted fund sponsor with the formation and structuring of a qualified opportunity fund relating to opportunity zone investments
  • Assisted sporting goods equipment company in connection with private offering of securities and other related joint venture matters
  • Assisted in connection with the structuring and organization of master limited partnerships (MLP)
  • Assisted in connection with organization and structuring of local doctor/dentist groups and their related management service organizations (MSOs)
  • Assisted family office in connection with the structuring and sale of its energy holdings (valued at several billion dollars) in an effort to minimize associated federal tax liability