Event Description
TEI's CTO Discussion Series - September 25, 2025 - Tax's Role in M&A — From Diligence to Closing
Join Len Teti and Arvind Ravichandran from Cravath, with moderator Jeff Hurok of Future Standard, for a strategic discussion on the critical role of tax professionals in M&A transactions. This session will provide insights into the strategic aspects of each phase, from early diligence to post-closing integration.
Strategic Topics Include:
- Diligence and Risk Management: A strategic look at coordinating with legal teams for seamless issue tracking, addressing risks through targeted covenants and indemnities, and leveraging R&W and tax insurance as key risk-mitigation tools.
- Strategic Basis Planning: Explore strategic valuation and negotiation for basis step-ups and analyze structural alternatives (S corporations, partnerships, etc.) from a strategic perspective to optimize deal value.
- Executing the Deal: Focus on the strategic moments where tax leads can influence deal structure and terms, best practices for high-level collaboration with counsel, and strategic post-closing follow-ups to maximize tax efficiency and ensure compliance.
TEI’s CTO Monthly Discussion Series provides a dedicated forum for Chief Tax Officers to connect, exchange insights, and discuss emerging issues and strategic priorities in a confidential, peer-only environment. These virtual sessions offer a unique opportunity to engage with fellow CTOs on timely topics, share best practices, and strengthen your professional network.
Eligibility: This is a free, members-only event. Attendance is limited exclusively to TEI members currently serving in a Chief Tax Officer role.
Registration: To register, please email us at meetings@tei.org. All requests will be reviewed for eligibility.
Note: This event is not eligible for CPE credit.
Speakers:
J. Leonard Teti II: Partner, Tax - Cravath, Swaine & Moore LLP
J. Leonard Teti II advises on the tax aspects of mergers and acquisitions, spin‑offs and private equity transactions. Clients seek out Mr. Teti for his ability to provide practical, clear and commercial advice on the tax issues central to complex domestic and cross‑border transactions. He also advises clients during the course of audits by the Internal Revenue Service and other tax authorities.
Arvind Ravichandran: Partner, Tax - Cravath, Swaine & Moore LLP
Arvind Ravichandran advises clients on the tax aspects of mergers and acquisitions, spin‑offs, joint ventures, strategic alliances, restructuring transactions and related financings, and private equity investments across multiple asset classes.
Mr. Ravichandran’s clients have included Aon, Aramex, Aras, Barrick Gold, BDT & MSD, Eurazeo, Flowserve, Future Standard, GreenSky, GuideWell, Hayfin, Hearst, IBM, Lazard, Martin Marietta, Neuberger Berman, Northrop Grumman, Novartis, Occidental, Owl Rock, PG&E, Pinnacle Foods, Proximo Spirits, Roivant Sciences, Shire, Swvl, Unilever and Xerox, among others.
Registration
If you are in TEI’s CTO group you should have received a link to register for the event. If you are not part of the group, but serve in that capacity for your organization and would like to join the group, please email us at meetings@tei.org. All requests will be reviewed for eligibility.