Jonathan Zhu

Jonathan Zhu

Partner

Wide-Ranging Tax Practice

With a practice encompassing nearly all aspects of corporate, partnership, and international tax, Jonathan advises on mergers, acquisitions, private equity transactions, and various capital markets matters.
A Recognized Practitioner

Jonathan is consistently recognized as a leading tax attorney by Chambers USA.

Jonathan Zhu has a general federal income tax practice, and advises on mergers, acquisitions, private equity transactions, and various capital markets matters.

Prior to the practice of law, Jonathan was an engagement manager at McKinsey & Company. He was a theoretical physicist before law school, and has an h-index of 19 for his research.

Experience

Jonathan Zhu has a general federal income tax practice, and advises on mergers, acquisitions, private equity transactions, and various capital markets matters.

Prior to the practice of law, Jonathan was an engagement manager at McKinsey & Company. He was a theoretical physicist before law school, and has an h-index of 19 for his research.

Education

J.D., Yale Law School, 1998Editor, The Yale Law Journal
Ph.D., Physics, University of California, Berkeley, 1992
B.S., Physics, University of Science and Technology of China, 1987

Associations and Memberships

Member, State Bar of California

Honors

Named among California's top tax attorneys in the 2011-2024 editions of Chambers USA: America's Leading Lawyers for Business, in which clients described him as “very intelligent, very commercial and easy to work with” and “smart and practical, which is what you look for in a lawyer,” with others noting his ability “to discuss any matter with ease”

Admissions

State Bar of California

Credentials

Education

J.D., Yale Law School, 1998Editor, The Yale Law Journal
Ph.D., Physics, University of California, Berkeley, 1992
B.S., Physics, University of Science and Technology of China, 1987

Associations and Memberships

Member, State Bar of California

Honors

Named among California's top tax attorneys in the 2011-2024 editions of Chambers USA: America's Leading Lawyers for Business, in which clients described him as “very intelligent, very commercial and easy to work with” and “smart and practical, which is what you look for in a lawyer,” with others noting his ability “to discuss any matter with ease”

Admissions

State Bar of California

Select Publications

"PFIC Issues for Non-U.S. Real Property Operating Companies," 149 Tax Notes 111, October 2015
"U.S. Tax Issues in Establishing an Off-Shore Start-Up," 144 Tax Notes 1571, September 2014
"Basis Disappearance in All-Cash D Reorganizations," 126 Tax Notes 950, February 2010
"U.S.-Source Interest Income From a Lending Business," 125 Tax Notes 785, November 2009
"Cross-Border Tax Issues Involving Single-Owner Grantor Trusts," 122 Tax Notes 1247, March 2009
"Partnership-Related Withholding Rules for Interest Payments," 109 Tax Notes 820, November 2005
"Tax Deeming Rules: A Method to the Madness," 105 Tax Notes 1425, December 2004

Insights

Select Publications

"PFIC Issues for Non-U.S. Real Property Operating Companies," 149 Tax Notes 111, October 2015
"U.S. Tax Issues in Establishing an Off-Shore Start-Up," 144 Tax Notes 1571, September 2014
"Basis Disappearance in All-Cash D Reorganizations," 126 Tax Notes 950, February 2010
"U.S.-Source Interest Income From a Lending Business," 125 Tax Notes 785, November 2009
"Cross-Border Tax Issues Involving Single-Owner Grantor Trusts," 122 Tax Notes 1247, March 2009
"Partnership-Related Withholding Rules for Interest Payments," 109 Tax Notes 820, November 2005
"Tax Deeming Rules: A Method to the Madness," 105 Tax Notes 1425, December 2004

Recent Insights

Client Highlights

On August 22, 2024, Stryker, a global leader in medical technologies, announced a definitive agreement to acquire Vertos Medical Inc., a privately held company providing a minimally invasive solution for treating chronic lower back pain caused by lumbar spinal stenosis. Wilson Sonsini Goodrich & Rosati advised Vertos on the transaction.

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Client Highlights

On July 25, 2024, OneStream, a leading enterprise finance management platform, closed its initial public offering of 28,175,000 shares of its Class A common stock, including the exercise in full by the underwriters of their option to purchase an additional 3,675,000 shares, at a public offering price of $20 per share. The shares began trading on the Nasdaq Global Select Market on July 24, 2024, under the symbol “OS.” The offering consisted of 21,729,333 shares sold by OneStream, including the underwriters’ option exercise, and 6,445,667 shares sold by existing stockholders. Wilson Sonsini Goodrich & Rosati advised OneStream on the offering.

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