Kathryn Stone advises asset managers on tax matters surrounding the formation of, and investments by, private equity funds, credit funds, real estate funds and registered funds, among others. She also counsels sponsors on tax aspects related to a wide range of transactional matters, including continuation funds, GP stakes matters and portfolio company acquisitions and dispositions. In particular, she has deep experience advising sponsors and institutional investors on tax matters across real estate transactions, including public, private, equity and debt REITs.
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Work Highlights
Notable experience prior to joining Simpson Thacher includes advising:
- BV Investment Partners in the formation and operation of BV Investment Partners Fund XI ($1.75 billion), BV Investment Partners Fund X ($1.1 billion), BV Investment Partners Fund IX ($750 million) and its continuation fund transaction for Right Networks
- The Vistria Group in the formation and operation of Vistria Fund IV ($2.68 billion), Vistria Fund III ($1.1 billion), its inaugural credit fund and its continuation fund and GP stakes transactions
- ACORE Capital in the formation and operation of a multi-product commercial real estate financing fund platform and a $1 billion platform for North American hospitality rescue capital investments
- Longpoint in the formation and operation of Longpoint Fund III ($940 million) and its inaugural core specialty grocery platform
Education
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Harvard Law School, 2013 J.D.
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Ohio Wesleyan University, 2010 B.A.
cum laude
Admissions
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District of Columbia
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Massachusetts
A Tax Partner in Simpson Thacher’s Washington, D.C. office, Kathryn Stone advises asset managers on tax matters surrounding the formation of, and investments by, private equity funds, credit funds, real estate funds and registered funds, among others. She also counsels sponsors on tax aspects related to a wide range of transactional matters, including continuation funds, GP stakes matters and portfolio company acquisitions and dispositions. In particular, she has deep experience advising sponsors and institutional investors on tax matters across real estate transactions, including public, private, equity and debt REITs.
Notable experience prior to joining Simpson Thacher includes advising:
- BV Investment Partners in the formation and operation of BV Investment Partners Fund XI ($1.75 billion), BV Investment Partners Fund X ($1.1 billion), BV Investment Partners Fund IX ($750 million) and its continuation fund transaction for Right Networks;
- The Vistria Group in the formation and operation of Vistria Fund IV ($2.68 billion), Vistria Fund III ($1.1 billion), its inaugural credit fund and its continuation fund and GP stakes transactions;
- ACORE Capital in the formation and operation of a multi-product commercial real estate financing fund platform and a $1 billion platform for North American hospitality rescue capital investments;
- Cove Hill Partners in connection with the formation and operation of multiple flagship funds and its strategic investment in Gamma Technologies, LLC;
- Equality Asset Management in fund formation and operational matters;
- Parthenon Capital Partners in fund formation and operational matters;
- Riata Capital Group in fund formation and operational matters;
- Longpoint in the formation and operation of Longpoint Fund III ($940 million) and its inaugural core specialty grocery platform;
- ArcLight Capital Partners in its sale of a minority stake to Goldman Sachs Group; and
- A major university endowment in investments in private equity and real estate;
Kathryn received her J.D. from Harvard Law School in 2013, where she was Senior Technical Editor of the Harvard Law & Policy Review. She received her B.A., cum laude, from Ohio Wesleyan University in 2010.