Home / People / Jörg Schrade
Portrait of

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.

more less

Listed for tax law

Deutschlands beste Anwälte 2020, 2021 und 2022 – Handelsblatt in Kooperation mit Best Lawyers

„transaktionsgestählter Berater“

JUVE Handbuch Steuern, 2019

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 acquisition of Tisso Naturprodukte, the sale of Avantgarde to EMH, the sale of the Garz & Fricke group to Seco S.p.a., 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
  • Rigeto | On various transactions, inter alia the sale of WOW Tech group to CDH Investments or the acquisition of ion2s
  • Triton | On the acquisition of the fertilizer business unit Compo from K+S
  • Worldline | On the sale of business activities to Global Payments and business activities to BNP Paribas Fortis
  • WOW Tech Group and shareholders | On the business combination with Lovehoney goup
  • NTT Data | On cross-border mergers of non-EU and EU companies
  • Siemens Gamesa Renewable Energy | On a corporate reorganisation
  • 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
more less

Publications

  • Domestic and international aspects of management participations, IWB 2022, p. 51-60 (part 1) und p. 86-96 (part 2), co-author Isabella Denninger
  • BDI/CMS/WKGT: The option model for taxation as a corporation, September 2021, article „International challenges for companies and shareholders“, p. 79-85, co-authors Angelika Thies and Björn Demuth
  • Check-the-box pursuant to KöMoG – practical implications for holding activities, real estate management and succession, NWB-EV 2021, p. 185-193, co-author Luise Uhl-Ludäscher
  • Remote working abroad – relevance of tax law for employers, NZA 2021, p. 102-107, co-author 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

more less

Education

  • 2012: Admitted as Tax Adviser
  • 2003 - 2009: Law and economics studies at the University of Augsburg, Lund University (Sweden) and Pepperdine University (USA)

more less

Feed

22/09/2022
CMS ad­vises found­ing share­hold­ers of me­dav­is Group on sale to Bregal Un­ternehmerkapit­al
Frank­furt/Main – Funds ad­vised by Bregal Un­ternehmerkapit­al (BU Funds) have ac­quired a ma­jor­ity stake in the me­dav­is Group, a lead­ing de­veloper of work­flow soft­ware for ra­di­ology ser­vices in Ger­many...
09/09/2022
CMS ad­vises Herbold Meck­esheim share­hold­ers on sale to Hil­len­brand
Frank­furt/Main – Re­cyc­ling ma­chinery man­u­fac­turer Herbold Meck­esheim GmbH has been ac­quired by lis­ted US in­dus­tri­al group Hil­len­brand Inc. as part of a suc­ces­sion solu­tion. Herbold Meck­esheim GmbH will...
06/09/2022
CMS ad­vises 3U HOLD­ING AG on sale of we­clapp SE to Ex­act
Frank­furt/Main – Lis­ted com­pany 3U HOLD­ING AG, a man­age­ment and private equity firm based in Mar­burg (Hesse), has sold its en­tire 71% stake in we­clapp SE. The buy­er is a sub­si­di­ary of Dutch com­pany...
05/09/2022
CMS ad­vises Clari­ant on the Sign­ing of defin­it­ive agree­ment to sell Quats...
Stut­tgart – Clari­ant, a fo­cused, sus­tain­able, and in­nov­at­ive spe­cialty chem­ic­al com­pany, an­nounced that it has reached a defin­it­ive agree­ment for the di­vest­ment of its Quats busi­ness to Glob­al Amines...
26/08/2022
CMS ad­vises vhf Group on in­vest­ment by DBAG
Frank­furt/Main – Deutsche Beteili­gungs AG (DBAG) has in­ves­ted in the vhf Group (vhf), a man­u­fac­turer of com­puter-aided milling ma­chines for ap­plic­a­tions in dentistry and in­dustry. This in­vest­ment sees...
02/08/2022
CMS ad­vises Blue Ele­phant En­ergy AG on ma­jor­ity ac­quis­i­tion by An­tin
Ham­burg – An­tin In­fra­struc­ture Part­ners (“An­tin”) has ac­quired a ma­jor­ity stake in Blue Ele­phant En­ergy AG (“BEE”) via its flag­ship Fund V. The deal is aimed at sup­port­ing BEE’s growth strategy.Ham­burg-based...
20/06/2022
CMS ad­vises Treas­ury In­tel­li­gence Solu­tions on the ac­quis­i­tion of Cash­force
Mu­nich – Treas­ury In­tel­li­gence Solu­tions (TIS) ac­quires Cash­force, a Bel­gi­um-based FinTech start-up of­fer­ing AI-based cash man­age­ment and cash fore­cast­ing solu­tions. The ac­quis­i­tion of Cash­force is...
28/03/2022
CMS ad­vises Aareal Bank Group on ac­quis­i­tion of Ham­burg-based fintech Col­lect...
Frank­furt/Main – The Aareal Bank Group has ac­quired all the shares in Col­lect Ar­ti­fi­cial In­tel­li­gence GmbH (Col­lectAI), an Otto Group pay­ment solu­tions pro­vider that of­fers AI-based in­tel­li­gent in­voicing...
03/2022
Post-Mer­ger In­teg­ra­tion - CMS PMI ser­vices
CMS PMI ser­vices
16/02/2022
CMS ad­vises Christ & Wirth Haus­tech­nik on ma­jor­ity in­vest­ment by Stor­sko­gen
Frank­furt/Main – Swedish group Stor­sko­gen has taken a ma­jor­ity stake in in­stall­a­tion spe­cial­ist Christ & Wirth Haus­tech­nik GmbH. The ac­quis­i­tion is aimed at sup­ple­ment­ing the Stor­sko­gen Group’s in­stall­a­tion...
16/02/2022
CMS ad­vises di­git­al full-ser­vice in­surer Coya on mer­ger with in­sur­tech...
Mu­nich – European in­sur­tech com­pany Luko, based in Par­is, is ac­quir­ing Ger­man star­tup Coya, based in Ber­lin, in or­der to grow its European pres­ence and get an in­sur­ance li­cense from Ger­man reg­u­lat­ors...
28/01/2022
CMS ad­vises Ri­geto and hold­ing com­pany An­d­Com­pany on ac­quis­i­tion of ion2s
Mu­nich – A group of in­vestors ad­vised by Ri­geto Un­ternehmerkapit­al GmbH has es­tab­lished An­d­Com­pany GmbH as a hold­ing com­pany. The aim is to cre­ate a net­work of com­ple­ment­ary firms un­der this um­brella...