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Portrait of Jörg Schrade

Jörg Schrade

Partner
Tax Adviser

CMS Hasche Sigle
Nymphenburger Straße 12
80335 Munich
Germany
Languages German, English

Jörg Schrade advises international companies and financial investors on all aspects of German and international tax law, with a focus on M&A transactions, corporate reorganisations, financing and tax audits.

Prior to joining CMS in 2018 as a partner, Jörg worked in major international law firms as well as for a global technology company in global tax planning.

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Relevant experience


Selected projects (including pre-CMS work)

  • Advent | On the acquisition of the distributed power unit from GE
  • Afinum | On various transactions, inter alia the acquisition of Ledlenser from Leatherman, the acquisition of SanderStrothmann, the sale of Avantgarde to EMH, the sale of Midoco to LEA, the sale of Sinnex to Meriguet und add-on acquisitions
  • Apax | On the acquisition of Takko Fashion from Advent
  • Ardian and co-investors | On the sale of Schustermann & Borenstein to Permira
  • Calian | On the acquisition of SatService
  • Carlyle | On the sale of Alloheim to Nordic Capital
  • Group of investors on the acquisition of an offshore wind farm
  • Halder | On various transactions, inter alia the acquisition of Drumag Fluidtechnik and EPH Elektronik, the acquisition of Suvema and the sale of Wback to C.H. Guenther & Son
  • H.C. Starck | On the sale of individual business divisions
  • Linde | On the acquisition of the homecare business from Air Products
  • Mondi | On the acquisition of Nordenia from Oaktree
  • ProSiebenSat.1 | On partnership with General Atlantic for NuCom Group
  • Reiff | On the sale of its tyre business to ETD
  • Triton | On the acquisition of the fertilizer business unit Compo from K+S
  • NTT Data | On cross-border mergers of non-EU and EU companies
  • Transatlantic Reinsurance | On the reorganisation of the European business activities
  • Advising financial institutions and financial service companies on fund structuring as well as on individual fund investments
  • In-house advisory on strategic tax planning as well as group reorganisations
  • In-house advisory in the context of post-closing management and the enforcement of and defence against tax-related contractual claims
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Publications


  • Remote working abroad – relevance of tax law for employers, NZA 2021, p. 102-107, co-author Dr Isabella Denninger
  • Global Legal Insights - Corporate Tax 2020 | Germany, p. 44-53, co-author Martin Mohr
  • Taxation of management participation programs – transformation of bonus payments in phantom stock, DStR 2019, p. 2615-2622, co-author Isabella Denninger
  • Mandatory disclosure of tax planning arrangements: Ministerial draft bill of the Federal Ministry of Finance, NWB-EV 2019, p. 96-104, co-author Philine Lindner
  • Annotation regarding Sec. 11 German Transformation Tax Act (merger of corporations) in the Transformation Law commentary by Böttcher/Habighorst/Schulte, second edition 2018, p. 1375-1447
  • Tax planning deliberations on Brexit – cross-border change of legal form of a UK Ltd with administrative headquarters in Germany into a German GmbH, DStR 2018, p. 1898-1902
  • Secondary liability of the assignee of non-performing loans according to sec. 13c German Value Added Tax Act in case of insolvency of the entrepreneur, DB 2018, p. 2268-2273
  • Company acquisition in a multi-tier group of companies – tax deductibility of acquisition costs in view of expected synergies, Ubg 2018, p. 309-322, co-author Matthias Grundke
  • Trade tax on intrayear sale of interest in commercial partnership – compensation agreements and disposal planning for private individuals invested in two-tier partnerships, FR 2017, p. 862-877
  • Recontribution agreements and proper implementation of profit transfer agreements in the meaning of sec. 14 para. 1 sent. 1 no. 3 sent. 1 German Corporate Income Tax Act, DStR 2017, p. 86-90, co-author Matthias Schell
  • Annotation regarding Sec. 11 German Transformation Tax Act (merger of corporations) in the Transformation Law commentary by Böttcher/Habighorst/Schulte, 2014, p. 1358-1424
  • The envisaged anti “RETT-blocker” rule in the German Real Estate Transfer Tax Law, BB 2013, p. 343-350, co-author Andreas Schaflitzl
  • Withholding taxes on open real estate funds – envisaged aggravation in the Annual Tax Act 2010, BB 2010, p. 2855-2860, co-author Elmar Bindl
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Education


  • 2013: Admitted as Tax Adviser
  • 2003 - 2009: Law and economics studies at the University of Augsburg, Lund University (Sweden) and Pepperdine University (USA)
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04/05/2021
CMS ad­vises Com­puta­cen­ter on ac­quis­i­tion of In­terser­oh lo­gist­ics sub­si­di­ary...
Mu­nich – IT ser­vice pro­vider Com­puta­cen­ter has ac­quired ITL lo­gist­ics GmbH from en­vir­on­ment­al ser­vices pro­vider In­terser­oh in Ger­many. The com­pany will use the ac­quis­i­tion to ex­pand its IT lo­gist­ics...
04/03/2021
CMS ad­vises rail­way con­struc­tion com­pany AGT on sale to EUROVIA
Frank­furt/Main – As part of a suc­ces­sion plan, the shares in Allge­meine Gleis- und Tief­bau Bauun­ternehmung GmbH (AGT) have been sold to EUROVIA GmbH of Ger­many, a mem­ber of the France-based VINCI Group.A...
08/02/2021
CMS ad­vises Plan­en & Bauen share­hold­ers on sale to SPIE
Frank­furt/Main – Plan­en & Bauen GmbH has been ac­quired by SPIE, the in­de­pend­ent European lead­er in multi-tech­nic­al ser­vices in the areas of en­ergy and com­mu­nic­a­tions. De­tails of the trans­ac­tion were...
04/02/2021
CMS ad­vises in­de­pend­ent private equity firm Pinova Cap­it­al on tak­ing ma­jor­ity...
Frank­furt/Main – Pinova Cap­it­al GmbH, an in­de­pend­ent private equity firm, has ac­quired a ma­jor­ity equity in­terest in Ec­o­roll AG, a pro­vider of tools and ma­chinery for sur­face fin­ish­ing. De­tails of the...
03/02/2021
CMS ad­vises in­sur­ance broker Ec­cle­sia on ac­quis­i­tion of stake in Liva Part­ners...
Frank­furt/Main – Det­mold-based in­sur­ance broker Ec­cle­sia has ac­quired a stake in Liva Part­ners Ltd., a spe­cial­ist broker with of­fices in Lon­don. This move en­ables the Ec­cle­sia Group to ex­pand its ex­pert­ise...
01/02/2021
CMS ad­vises tech start-up Span­flug on in­vest­ment by VDW
Mu­nich – Tech start-up Span­flug Tech­no­lo­gies GmbH has se­cured fur­ther fund­ing for product ex­pan­sion through an in­vest­ment by the VDW (Ger­man Ma­chine Tool Build­ers’ As­so­ci­ation) as a minor­ity share­hold­er...
22/01/2021
CMS ad­vises founders of Phrase on mer­ger with Mem­source
Mu­nich – Soft­ware loc­al­isa­tion plat­form Phrase has been ac­quired by Mem­source, an ar­ti­fi­cial in­tel­li­gence-based trans­la­tion man­age­ment sys­tem pro­vider. The trans­ac­tion sees the three founders of Phrase...
18/01/2021
CMS ad­vises medtech in­vestor SHS and founders Jo­hannes Kirch­mair and Thomas...
Mu­nich – Tübin­gen-based medtech in­vestor SHS and com­pany founders Jo­hannes Kirch­mair and Thomas Wurm have sold shares in Single Use Sup­port GmbH, an Aus­tri­an life sci­ence sup­pli­er, to US life sci­ence...
14/01/2021
CMS ad­vises fu­ture share­hold­ers of 450con­nect joint ven­ture
Mu­nich – A broad al­li­ance from across the en­ergy and wa­ter in­dustry has ap­plied for the 450 MHz fre­quen­cies that will be­come avail­able this year, us­ing 450con­nect GmbH as their joint vehicle. The aim...
14/01/2021
CMS ad­vises Afin­um on ma­jor­ity stake in Sander­Stroth­mann Group
Mu­nich – Afin­um Achte Beteili­gungs­gesell­schaft mbH & Co. KG has in­dir­ectly ac­quired a ma­jor­ity stake in the Sander­Stroth­mann Group, a lead­ing full-ser­vice pro­vider of cos­met­ics, beauty and health­care...
17/11/2020
CMS ad­vises bi­otech com­pany Cherry Bio­labs on ex­clus­ive li­cence agree­ment...
Mu­nich – Bi­otech com­pany Cherry Bio­labs, a spin-off from Würzburg Uni­versity Hos­pit­al and an ex­clus­ive li­censee of Ju­li­us-Max­imili­ans-Uni­versity in Würzburg, has signed an ex­clus­ive sub-li­cence agree­ment...
06/08/2020
One of the largest bi­otech fin­an­cing rounds in Ger­many in re­cent years:...
Mu­nich – T-knife GmbH, a bi­otech start-up op­er­at­ing in the field of T-cell ther­apy against can­cer, has com­pleted a EUR 66 mil­lion Series A fin­an­cing round. The round was led by highly re­garded US in­vestors...