Biography
![Madeline Joerg Madeline Joerg](/-/media/people/j/joerg_madeline.jpg?h=255&w=255&hash=31ED6190C97D7EA6D2934244F222FACD)
Madeline Joerg is an associate in Weil’s Tax Department and is based in Washington, D.C. Madeline participates in the representation of Firm clients with respect to the tax aspects of a wide range of corporate transactions.
Madeline has been part of the teams advising:
- The Kroger Company in its pending $24.6 billion merger with Albertsons Companies, Inc.
- The Kroger Company, along with The Albertsons Companies, Inc., in the approximately $1.9 billion sale of 413 stores, as well as select banners, distribution centers, offices and private label brands, to C&S Wholesale Grocers, LLC in connection with Kroger’s proposed merger with Albertsons Companies Inc.
- Gores Guggenheim, Inc., a SPAC sponsored by affiliates of The Gores Group and Guggenheim Capital, in its $20 billion business combination with Polestar Performance AB
- The Home Depot in its pending $18.25 billion acquisition of SRS Distribution Inc.
- Sunoco LP in its pending approximately $7.3 billion acquisition of NuStar Energy L.P.
- TPG Pace Solutions, a SPAC sponsored by TPG, in its $4.5 billion business combination with Vacasa
- Johnson & Johnson in its $4 billion registered offering of U.S. Dollar-denominated notes and an aggregate $2.7 billion registered offering of Euro-denominated notes to fund the acquisition of Shockwave
- Goldman Sachs, J.P. Morgan Securities, Mizuho and another financial institution, as representatives of the underwriters, in a $3 billion investment grade senior notes offering for Keurig Dr Pepper Inc.
- Morgan Stanley and a financial institution, as representative of the underwriters, in a $1.5 billion offering of senior notes
- BroadStreet Partners, Inc. (a portfolio company of Ontario Teachers’ Pension Plan) and Westland Insurance Group Ltd. in a $1.28 billion senior secured term loan facility
- Iron Mountain Information Management, LLC in a $1.2 billion senior secured term loan facility
- Advent International and its portfolio company Distribution International, Inc. in its $1 billion sale to TopBuild Corp.
- Goldman Sachs in its $325 million investment in iSpot.tv
- Allego N.V. in an exchange offer and consent solicitation including the exchange of 13,029,838 of the Company’s warrants for 2,996,918 ordinary shares
- John Wiley & Sons, Inc. in its approximately $200 million sale of Wiley University Services to Academic Partnerships (a portfolio company of Vistria Group)
- First Light Acquisition Group Inc. in its merger with Calidi Biotherapeutics, Inc.
Madeline received her LL.M. from New York University School of Law, her J.D. from Wake Forest University School of Law and her B.S. from SUNY Buffalo.
Latest Thinking, Firm News & Announcements
Latest Thinking
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Updated Procedures for Section 355 Private Letter Rulings: Rev. Proc. 2024-24 and Notice 2024-38
Blog Post — Tax Blog
— By
Devon Bodoh,
Graham Magill,
Blake Bitter,
Madeline Joerg,
Grant Solomon and
Adam Sternberg
— May 13, 2024
On May 1, 2024, the Treasury Department and Internal Revenue Service (the “Treasury” and “IRS,” respectively) issued Revenue Procedure (“Rev. Proc.”) 2024-24 and Notice 2024-38 (collectively, the “Guidance”). The Rev. Proc. provides procedures for requesting private letter rulings from the IRS relating to certain matters pertaining to transactions intended to qualify under Section 355 and related provisions of the Internal Revenue Code of 1986, as amended (the “Code”).[1] Notice 2024-38 describes the views and concerns of the Treasury and IRS regarding certain matters addressed in the Rev. Proc. The Guidance modifies Rev. Proc. 2017-52 and supersedes Rev. Proc. 2018-53. ...
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Notice 2023-2: Proposed Guidance on the Stock Buyback Excise Tax
Blog Post — Tax Blog
— By
Devon Bodoh,
Madeline Joerg and
Grant Solomon
— December 29, 2022
The Inflation Reduction Act of 2022 imposes a one percent excise tax (the “Excise Tax”) on the repurchase of corporate stock under Section 4501 of the Internal Revenue Code (“Section 4501” and the “Code”, respectively[1]) by a publicly traded U.S. corporation (a “covered corporation”) beginning after December 31, 2022. For purposes of the Excise Tax,
The post Notice 2023-2: Proposed Guidance on the Stock Buyback Excise Tax appeared first on Weil Tax BLOG.
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Firm News & Announcements
- Weil Advises Ontario Teachers’ Pension Plan on $3.5 Billion Refinancing for BroadStreet Partners Deal Brief — June 17, 2024
- Weil Advises the Banks in Owens Corning’s $2B Notes Offering and $875M Tender and Exchange Offers Undertaken in Connection With the Acquisition of Masonite International Deal Brief — June 03, 2024