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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 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
  • 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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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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Publications


  • 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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06/08/2020
One of the largest bi­otech fin­an­cing rounds in Ger­many in re­cent years:...
A CMS team headed by lead part­ner Stefan-Ul­rich Müller ad­vised T-knife on all leg­al as­pects of the Series A fin­an­cing. CMS’s Mu­nich-based ven­ture cap­it­al and life sci­ences team has been ad­vising the bi­otech start-up on all leg­al mat­ters since its seed fin
15/07/2020
CMS ad­vises strategy con­sult­ing firm So­lon on transat­lantic mer­ger with...
A CMS team headed by lead part­ner Richard Mit­ter­huber ad­vised So­lon on all leg­al as­pects of the mer­ger. As a long­stand­ing cli­ent, So­lon re­lies on the ex­pert­ise of CMS on a reg­u­lar basis, es­pe­cially for cor­por­ate and em­ploy­ment law mat­ters as well as tax i
October 2019
Dis­clos­ure Re­quire­ments for Cross-bor­der Tax Ar­range­ments
DAC 6 primar­ily re­quires in­ter­me­di­ar­ies to re­port cer­tain cross-bor­der tax ar­range­ments to the com­pet­ent tax au­thor­it­ies...
16/04/2020
CMS ad­vises Bobst Group of Switzer­land on ac­quis­i­tion of stra­tegic ma­jor­ity...
The Bobst Group SA, which is based in Mex (Switzer­land), has taken a stra­tegic ma­jor­ity share­hold­ing (51%) in CITO-SYS­TEM GmbH of Schwaig near Nurem­berg. A CMS team headed by lead part­ner Dr Hendrik Hirsch ad­vised the Bobst Group on all leg­al as­pects of t
06 April 2020
CMS ad­vised Har­ald Quandt In­dus­trieb­eteili­gun­gen GmbH
An in­ter­na­tion­al team of CMS Switzer­land, Ger­many, France and Spain as well as Nix­on Pe­abody LLP (USA) un­der the lead of Alain Raemy (CMS Switzer­land) has ad­vised Har­ald Quandt In­dus­trieb­eteili­gun­gen GmbH, a Ger­man prin­cip­al in­vest­ment firm of the fam­ily
19/03/2020
CMS ad­vises bi­otech com­pany Im­mat­ics Bi­o­tech­no­lo­gies on mer­ger with Arya...
Im­mat­ics Bi­o­tech­no­lo­gies GmbH, which is based in Tübin­gen, Mu­nich and Hou­s­ton/Texas, has an­nounced a mer­ger with Arya Sci­ences Ac­quis­i­tion Corp. Once com­pleted, the mer­ger will make new funds of up to USD 252 mil­lion avail­able to the com­pany, which spe­cia
13/03/2020
In­ter­na­tion­al CMS team ad­vises Transat­lantic Re­in­sur­ance Com­pany on cor­por­ate...
The New York based re­in­surer Transat­lantic Re­in­sur­ance Com­pany (TransRe) has re­or­gan­ized its European cor­por­ate struc­ture. An in­ter­na­tion­al CMS team led by Richard Mit­ter­huber and Dr Jes­sica Mo­haupt has ad­vised TransRe on all leg­al and tax as­pects of the
10/03/2020
CMS ad­vises share­hold­ers on sale of WOW Tech Group to CDH In­vest­ments
Singa­pore-based cross-bor­der in­vest­ments unit of CDH In­vest­ments has ac­quired a sig­ni­fic­ant in­terest in WOW Tech Group. The man­age­ment of WOW Tech Group and oth­er share­hold­ers, ad­vised by Ri­geto Un­ternehmerkapit­al, re­main share­hold­ers in WOW Tech Group an
05/02/2020
Feel­good Shop sold to BioneXX Hold­ing, an e-com­merce plat­form con­trolled...
The share­hold­ers in Feel­good Shop B.V., a lead­ing on­line shop for food sup­ple­ments in the Ger­man-speak­ing coun­tries, have sold all their shares to the Bionexx Group as part of a suc­ces­sion plan. The buy­er already holds GSE Ver­treib, na­tur­ity and FIT­NE in
28 January 2020
CMS ad­vised GRAPHA-Hold­ing AG on the ac­quis­i­tion of POLY­DATA AG
An in­ter­na­tion­al team of CMS Switzer­land, Aus­tria and Ger­many un­der the lead of Stefan Brunnsch­weiler (CMS Switzer­land) has ad­vised GRAPHA-Hold­ing AG, a single-fam­ily of­fice and hold­ing com­pany for vari­ous in­dus­tri­al activ­it­ies, on the ac­quis­i­tion of all
17/01/2020
CMS ad­vises founder and ma­jor­ity share­hold­er of premi­um bur­ger res­taur­ant...
Thomas Hirschber­ger, founder of the Hans im Glück premi­um bur­ger grill concept and the ma­jor­ity share­hold­er in Hans im Glück Fran­chise GmbH, has sold his shares to a group of in­vestors. A CMS team headed by lead part­ner Dr Oliv­er Wolf­gramm ad­vised Thomas
01/11/2019
In­ter­na­tion­al CMS team ad­vises Halder on ac­quis­i­tion of Swiss pro­vider...
Frank­furt-based SME in­vestor Halder has ac­quired a ma­jor­ity stake in Suvema AG of Biber­ist, Switzer­land, as part of a man­age­ment buy-out. Mem­bers of the man­age­ment team also took part in the trans­ac­tion and will be­come share­hold­ers...