Rachel A. Simon is a corporate and securities partner at Snell & Wilmer who provides sophisticated legal services in the areas of mergers and acquisitions, tax structuring, financings and general corporate matters. She draws upon her extensive experience to provide legal advice and services to clients in a variety of industries including food and beverage, real estate, technology, manufacturing, healthcare and logistics, building trusted relationships and often serving as go-to outside counsel for long-term clients.
Additionally, Rachel provides business, corporate and tax advice to educational, public and religious charities and private foundations. Her work includes preparing applications on behalf of non-profit entities for tax exemptions and non-profit status under federal and state tax guidelines, assisting non-profits to joint venture on projects with both non-profits and for-profit entities, dealing with excess benefit and private inurement issues, and providing guidance on non-profit governance.
In addition to her law degree, Rachel holds an LL.M in Taxation from Loyola Law School and an MBA from the University of Southern California.
Lead counsel for long-standing medical device industry client in its complex tax restructuring prior to a private equity acquisition; served as one of two partners assisting with $350 million acquisition transaction. Continue to serve as go-to outside corporate counsel for the post-merger entity and responsible for overseeing legal work handled by other firm departments for this client
Lead counsel for long-standing wholesale food instructor client in its complex tax restructuring prior to a reverse SPAC merger; served as one of three partners assisting with $500 million SPAC merger transaction. Continue to serve as go-to outside corporate and M&A counsel for the post- merger entity and responsible for overseeing legal work handled by other firm departments for this client
Represented long-standing technology industry client in $30 million sell-side M&A transaction
Represented long-standing wholesale food industry client in a more than $25 million buy-side M&A transaction
Represented a plant based food company with tax restructuring and merger into a SPAC
Represented numerous real estate funds and developers in qualified opportunity zone structuring
Act as go-to outside corporate counsel for Southern California based medical device manufacturer and several medical technology companies
Assisted in the formation of, and acted as go-to outside general counsel regarding non-profit governance issues to many non-profit organizations
Represented two medical device companies, a jewelry company, and a CBD company in multi-state sales and use tax compliance matters
Represented numerous businesses in income tax disputes with the Internal Revenue Service and Franchise Tax Board
USC Marshall School of Business (Executive M.B.A., 2015)
Beta Gamma Sigma, Member
Loyola Law School (LL.M. in Taxation with High Distinction, 2012)
California Western School of Law (J.D., 2007)
Hofstra University (B.A., Political Science, 2002)