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Spinoffs

Fenwick & West LLP

IRS Reinstates ‘Significant Issue’ Letter Rulings for § 355 Spin‑Offs and Reorganizations

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IRS Rev. Proc. 2026-21, 2026-22 IRB 1, issued May 5, 2026, reinstates the Internal Revenue Service’s “significant issue” letter ruling program, under which the IRS will rule on specific, significant issues posed by a...more

A&O Shearman

Chancery Declines To Dismiss Claims Against Non-Independent Directors Who Voted in Favor of Special Committee-Approved Spin-Off...

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On April 13, 2026, Chancellor Kathaleen St. J. McCormick of the Delaware Court of Chancery dismissed claims for breach of fiduciary duty asserted by minority stockholders against a special committee but declined to dismiss...more

Troutman Pepper Locke

How to Handle NQDC Plan Benefits in a Divestiture

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When companies sell part of their business, nonqualified deferred compensation (NQDC) plans present business choices shaped by unique legal considerations. In particular, Section 409A of the Internal Revenue Code (IRC),...more

A&O Shearman

China’s pharma innovators pursue a range of deal structures to support global expansion

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Thanks to its scientific skills base, growing prowess in AI and a policy environment that supports rapid clinical trials, China has become one of the world’s leading markets for pharmaceutical innovation. Here we explore how...more

White & Case LLP

New SEC CDIs That Impact M&A

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In early 2026, the US Securities and Exchange Commission (the "SEC") released new and updated Compliance and Disclosure Interpretations ("CDIs") that address business combinations, tender offers and shareholder meetings and...more

Holland & Knight LLP

Constitución de garantías en procesos sancionatorios ambientales

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De acuerdo con la Ley 2387 de 2024, que modificó la Ley 1333 de 2009, cuando una empresa se encuentra en causal de disolución, prevé entrar o efectivamente entra en procesos como disolución, fusión, escisión, reorganización,...more

A&O Shearman

Sixth Circuit Affirms Dismissal Of Securities Class Action Against Financial Services Company's Spinoff Loyalty Program

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On January 21, 2026, the United States Court of Appeals for the Sixth Circuit affirmed dismissal by the United States District Court for the Southern District of Ohio of a putative securities class action against a financial...more

BCLP

New SEC Guidance Increases Flexibility in Solicitations, Offerings, Spinoffs And M&A

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On Friday Jan. 23, the staff of the SEC published a variety of new or revised rule interpretations generally designed to increase flexibility, consistent with the SEC’s recent declared focus on promoting public markets and...more

Skadden, Arps, Slate, Meagher & Flom LLP

SEC Staff Issues New and Updated Compliance & Disclosure Interpretations

On January 23, 2026, the staff of the Securities and Exchange Commission’s (SEC’s) Division of Corporation Finance issued and updated a series of Compliance & Disclosure Interpretations (C&DIs), including on proxy rules,...more

Skadden, Arps, Slate, Meagher & Flom LLP

Boards Face Continued Pressure to Pursue Spin-Offs as Investors Seek Corporate Clarity and Value Creation

Companies continue to be pressured to move away from the conglomerate model and toward simplified and targeted strategies and risk profiles....more

Cooley LLP

IRS Finalizes Regulations on Stock Buyback Excise Tax

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On November 24, 2025, the US Department of the Treasury and the IRS issued final regulations on Section 4501, which imposes a 1% excise tax on certain repurchases of stock of publicly traded corporations and “economically...more

Goodwin

Samsung Biologics Completes Spin-Off and Launches Samsung Epis Holdings

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On November 3, 2025, Samsung Biologics announced the completion of the spin-off of its investment and subsidiary management business unit, and the establishment of Samsung Epis Holdings, an investment holding company that...more

A&O Shearman

Northern District of Georgia Largely Denies Uniform Rental Company’s Motion to Dismiss Securities Fraud Claims Arising From...

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On September 30, 2025, Judge Steven D. Grimberg of the United States District Court for the Northern District of Georgia substantially denied a motion to dismiss a putative securities class action arising out of the spinoff...more

Latham & Watkins LLP

Demystifying Spinoffs: Complex “IPOs” With a Sophisticated Tax Overlay

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In a spinoff, a public company separates one or more of its businesses into a new, publicly traded company. For the public company that initiates it, a spinoff can achieve a number of critical business and financial...more

Paul Hastings LLP

Biotech Spin-Off Transactions

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As we previously discussed (here and here), the biotech mergers and acquisitions market currently faces significant headwinds. These challenges include frozen capital markets, regulatory uncertainty at the Food and Drug...more

Cadwalader, Wickersham & Taft LLP

Treasury Official Indicates New Taxpayer Friendly Spin-Off Regulations are Coming—But No Change in Ruling Policy in the Meantime

At a recent conference of the American Bar Association, Treasury Associate Tax Legislative Counsel Colin Campbell Jr. stated that the recent proposed regulations governing corporate spin-off and reorganization...more

Skadden, Arps, Slate, Meagher & Flom LLP

The Informed Board - Spring 2025

In this issue of The Informed Board, we go behind all the talk about companies reincorporating in states other than Delaware. In our lead article and our podcast, we point out that few companies actually moved, and we explain...more

Skadden, Arps, Slate, Meagher & Flom LLP

Director Matthew Massengill Shares Firsthand Lessons About Splitting a Company

Matthew Massengill is a director and former chairman and CEO of Western Digital, which announced plans in October 2023 to spin off its flash memory businesses from the division that makes hard drives. He spoke with The...more

WilmerHale

Use of Software by Divested Business After Spinout Brings $80,000,000 Lawsuit

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As more companies seek to spin out non-core businesses and the market for carve out divestitures heats up, counsel representing potential buyers and sellers should be prepared to identify and mitigate key risks that may arise...more

Morrison & Foerster LLP

2024 M&A Annual Review

Our M&A team is honored to have represented clients in some of the most compelling transactions in 2024, from advising the iconic rock band KISS and its co-founders Gene Simmons and Paul Stanley in the sale of all assets...more

Jones Day

New Proposed Regulations Address Spin-Off Transactions

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These proposed regulations applicable to tax-free spin-offs would impose a range of new substantive requirements and greatly expand the information that must be reported to the Internal Revenue Service ("IRS") by taxpayers...more

A&O Shearman

Proposed regulations provide guidance regarding certain aspects of spinoffs and reorganizations

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On January 13, 2025, the U.S. Treasury Department (the “Treasury”) and the Internal Revenue Service (the “IRS”) issued proposed regulations (REG-112261-23 and REG-112261-24) adding and amending parts of the regulations...more

Kaufman & Canoles

K&C Sports & Entertainment Law Weekly Roundup - September 2024

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Illinois Attorney General Kwame Raoul announced that Illinois has joined an $82.5 million proposed antitrust settlement with Varsity Brands (Varsity). As a result, Illinois consumers who paid to participate in Varsity Brands’...more

Benesch

Dialysis & Nephrology Digest - August 2024

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As value-based care (VBC) models continue to grow across our nation’s health system and specifically within different specialties like nephrology, the costs and challenges of maintaining these models continue to rise. In...more

McDermott Will & Schulte

Protecting Employees’ Tax Position After a Spin-off

Spin-offs have become increasingly popular with innovative companies as a method of unlocking shareholder value, but the transaction is not always tax-free, particularly for international employees holding equity awards or...more

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