Jörg Walzer LL.M.
Senior Associate

TAX

HAMBURG

T: +49 40 800 084 0
D: +49 40 800 084 422
M: +49 151 440 48 637

Summary Open

Jörg is a Senior Associate in the Tax group in the Hamburg office of Watson Farley & Williams.

Jörg specialises in comprehensively advising private equity firms and strategic investors on complex national and international M&A transactions, including providing tax advice on a tax-optimised structuring, due diligence, financing and contracting in association with such transactions.

He has already advised numerous well-known private equity firms and strategic investors in complex international transactions. Jörg has advised clients such as well-known multinational and listed groups like Fresenius Medical Care AG & Co. KGaA, Hudson’s Bay Company and Rockwood Holdings Inc. and renowned private equity firms like The Riverside Company, IK Investment Partners, HQ Equita GmbH, INVICTO Holding GmbH and CAPCELLENCE Mittelstandspartner GmbH. Prior to joining Watson Farley & Williams in 2016 Jörg worked for a US law firm specialised in private equity and M&A transactions.

Jörg has gained special expertise and experience in the areas of renewable energies, maritime industries, real estate and transport.

Jörg is a lawyer and, in addition, he qualified as a specialist lawyer for tax law and as a tax advisor. He is fluent in German and English.

Experience Open

    Jörg’s experience includes advising:
    • Hudson’s Bay Company on the acquisition of the German department store chain Galeria Kaufhof from Metro AG.
    • Rockwood Holdings Inc. on the sale of its titanium dioxide business for $1.325bn to Huntsman Corporation and on the sale of CeramTec for $1.98bn to Cinven.
    • IK Investment Partners on the sale of Sport Group, a globally leading producer of synthetic sport and recreational surface systems, to Equistone.
    • The Riverside Company on the acquisition of GEV group, a leading international distributor for commercial kitchen equipment.
    • HQ Equita on the sale of SCHOCK group, the leading global producer of high-quality quartz composite kitchen sinks.
    • HQ Equita on the sale of its majority shareholding in WindStar Medical group, a leading provider on non-prescription health-care products (OTC) in Germany, to a subsidiary of ProSiebenSatz.1 group.
    • HQ Equita on the sale of ISOLITE group, a leading supplier of high-temperature insulation systems for the aviation and turbo machinery industry, the automotive industry and large engine manufacturing.
    • Capcellence on the acquisition of a minority shareholding in FSP Fluid System Partners Holding AG and the refinancing of the ARGO-HYTOS group, an important supplier to the leading companies in the field of mobile and general engineering.
    • Invicto on the sale of GAB Holding GmbH and GAB group, a leading provider offering comprehensive registration services in Europe and overseas.
    • PNE Wind AG on the sale of the Atlantis I wind park project to Vattenfall.

Education Open

  • 2012: Chamber of Tax Advisors Frankfurt a.M., Tax Advisor,
  • 2010: Bar Association Frankfurt a.M.,  Specialist Lawyer for Tax Law
  • 2007: Bar Association Frankfurt a.M., Bar Admission
  • 2007: Higher Regional Court of Oldenburg, Second State Exam
  • 2004: University of Münster, Master of Laws in Taxation (LL.M.)
  • 2003: University of Münster, First State Exam

Author/Speaker/Awards Open

  • „Geschäftsveräußerung im Ganzen bei Übertragung eines (Teil-)Betriebs auf mehrere Erwerber“, Der Betrieb 2014, p. 83.
  • „Nun doch: Geschäftsveräußerung im Ganzen bei Übertragungen an mehrere Erwerber?“, Die Unternehmensbesteuerung 2014, p. 111.
  • „Zum Vorliegen einer nicht steuerbaren Geschäftsveräußerung nach § 1 Abs. 1a UStG bei der Übertragung von Gesellschaftsanteilen nach dem BMF-Schreiben vom 11.12.2013“, Der Betrieb 2014, p. M10/11.
  • „Rechtsmittel gegen Zinsen bei schleppender Bearbeitung durch das Finanzamt“, Der Betrieb 2011, p. 959.
  • „Einbringungsgeborene Anteile – Friktionen bei der Fortgeltung des „Alten“ Umwandlungssteuerrechts nach SEStEG“, Der Betrieb 2009, p. 2341.

Membership of Professional Societies Open

  • Hamburg Bar Association for Lawyers
  • Hamburg Bar Association for Tax Advisors
  • Hamburg Association for Tax Advisors

Employment Record Open

  • 2016 – present: Senior Associate, Watson Farley & Williams, Hamburg
  • 2012 – 2016: Senior Associate, Willkie Farr & Gallagher, Frankfurt
  • 2007 – 2012: Associate, Beiten Burkhardt Rechtsanwaltsgesellschaft mbH, Frankfurt

News Open