Jörg advises international companies and financial investors on all aspects of German and international tax law. He specializes in tax advice on M&A/PE transactions, venture capital investments, restructurings, reorganizations, financing, employee participations and cross-border activities as well as general corporate tax law.
Jörg has been repeatedly recognized for his expertise, including as “Often Recommended” for Transaction Tax in the 2024 JUVE Tax Handbook and as “Transaction steeled advisor” in the 2019 JUVE Tax Handbook. In addition, he has been listed since 2020 in the “Tax Law” category in “Germany’s Best Lawyers” by Handelsblatt in cooperation with Best Lawyers, and is listed as a “Notable Practitioner” in the 2024 Chambers Ranking and as a “Rising Star” in 2025 ITR World Tax.
Education and Career
Jörg studied law and economics at the universities of Augsburg (Germany), Lund (Sweden) and Pepperdine (California). He was admitted as a German qualified tax advisor in 2012. Jörg is a member of the Presidium executive committee of the Bavarian section of the International Fiscal Association (IFA) as well as a member of the Transactions in Tax Law Forum and of the Munich Corporate Tax Forum.
Before joining YPOG, Jörg was a partner and tax advisor with major international law firms and worked for a global technology company in group-wide tax planning.
Experience
Recently, Jörg advised on the following selected mandates (including projects prior to his time at YPOG):
- Aareal Bank on the acquisition of Collect Artificial Intelligence from Otto and on reorganization concerning Aareon
- 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
- Blue Elephant Energy on the acquisition of a majority stake by Antin
- Bruker on various transactions, including the acquisition of Acquifier, the acquisition of PreOmics and the acquisition of Zontal
- Calian on the acquisition of SatService
- Carlyle on the sale of Alloheim to Nordic Capital
- Clariant on the sale of its Quats business to Global Amines
- Commerzbank on a joint venture with Global Payments for digital payment solutions
- 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
- LVMH on the acquisition of a stake in Mykita
- Marguerite Fund on the acquisition of an offshore wind farm
- Mondi on the acquisition of Nordenia from Oaktree
- Pinova on various transactions, including the acquisition of VTI Ventil Technik, of Ecoroll and of Riepe
- ProSiebenSat.1 on various transactions, including the partnership with General Atlantic for NuCom Group, the investment in NextGen Foods and a joint venture with Discovery
- Rigeto on various transactions, including the sale of WOW Tech Group to CDH Investment and the acquisition of ion2s and of Aman Media
- Rothschild and Redburn | On the merger of Redburn and Atlantic Equities
- Siemens Energy on the sale of its high-voltage components division Trench to Triton and the joint venture with KONČAR
- Triton on the acquisition of the fertilizer business unit Compo from K+S
- Worldline on the sale of business activities to Global Payments and to BNP Paribas Fortis, on the acquisition of Payla Servcies as well as on restructurings
- WOW Tech Group and shareholders on the business combination with Lovehoney goup
- NTT Data on cross-border mergers of non-EU companies into EU companies and on changes of legal form into SEs
- Siemens Gamesa Renewable Energy on restructurings of the group structure
- 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
Qualifications
- Certified Tax Advisor
Languages
- German
- English
- Annotation regarding Sec. 11 German Transformation Tax Act (merger of corporations),
in Böttcher/Habighorst/Schulte, 3rd edition 2024, pp. 2043-2130 [in German] - Draft of the Growth Opportunities Act - Reform of the retention taxation under Sec. 34a German Income Tax Act and the option of taxation as a corporation under Sec. 1a German Corporate Income Tax Act,
NWB-EV 2023, pp. 302-30 (together with Luise Uhl-Ludäscher) [in German] - Value added tax group with a Societas Europaea (SE) – organisational integration in the one-tier system,
DB 2023, p. 923-929 (together with Christian Linseisen) [in German] - Annotation regarding the chapters Taxation as well as Business Incentives,
in Sweet & Maxwell (Ed.), Doing Business in Europe | Germany, loose-leaf/February 2022 (together with Martin Mohr) [in German] - Domestic and international aspects of management participations,
IWB 2022, p. 51-60 (part 1) und p. 86-96 (part 2) (together with Isabella Denninger) [in German] - BDI/CMS/WKGT: The option model for taxation as a corporation,
article „International challenges for companies and shareholders“,
09/2021p. 79-85 (together with Angelika Thies and Björn Demuth) [in German] - Check-the-box pursuant to KöMoG – practical implications for holding activities, real estate management and succession,
NWB-EV 2021, p. 185-193 (together with Luise Uhl-Ludäscher) [in German] - Remote working abroad – relevance of tax law for employers,
NZA 2021, p. 102-107 (together with Isabella Denninger) [in German] - Global Legal Insights - Corporate Tax 2020 | Germany,
p. 44-53 (together with Martin Mohr) [in German] - Taxation of management participation programs – transformation of bonus payments in phantom stock,
DStR 2019, p. 2615-2622 together with Isabella Denninger) [in German] - Mandatory disclosure of tax planning arrangements: Ministerial draft bill of the Federal Ministry of Finance,
NWB-EV 2019, p. 96-104 (together with Philine Lindner) [in German] - Annotation regarding Sec. 11 German Transformation Tax Act (merger of corporations),
in Böttcher/Habighorst/Schulte, second edition 2018, p. 1375-1447 [in German] - 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 [in German] - 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 [in German] - Company acquisition in a multi-tier group of companies – tax deductibility of acquisition costs in view of expected synergies,
Ubg 2018, p. 309-322 (together with Matthias Grundke) [in German] - 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 [in German] - 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 (together with Matthias Schell) [in German] - Annotation regarding Sec. 11 German Transformation Tax Act (merger of corporations),
in Böttcher/Habighorst/Schulte, 2014, p. 1358-1424 [in German] - The envisaged anti “RETT-blocker” rule in the German Real Estate Transfer Tax Law,
BB 2013, p. 343-350 (together with Andreas Schaflitzl) [in German] - Withholding taxes on open real estate funds – envisaged aggravation in the Annual Tax Act 2010,
BB 2010, p. 2855-2860 (together with Elmar Bindl) [in German]
Speeches
- Lecture event of the on the topic "transformations in a cross-border context",
International Fiscal Association, Munich, 26 January 2023 (together with Maria Bichler, Nadin Fink, Johannes Günther) - Lecture and panel at the CMS Tax Conference on Pillar Two,
CMS Tax Conference, Paris, 18 May 2022 (together with Laurence Jaton, Daniel Gutmann, Annabelle Bailleul-Mirabaud und Stefano Giuliano) - Lecture event of the on the topic "distributions across the border - practical application questions and current developments",
International Fiscal Association, Munich, 27 January 2021 (together with Eva Oertel und Matthias Grundke) - Lecture event on the topic "transaction practice: real estate transfer tax",
Young IFA Network, Munich, 17 June 2014 (together with Stephanie Fichtner) - Lecture on the topic "correspondence principle for hidden profit distributions and hidden contributions in a cross-border context",
Young IFA Network, Munich, 22 November 2017 (together with Matthias Grundke) - Various seminars/webinars, e.g. on global mobility (Dashöfer), CTB taxation (ESV), real estate tax law, DAC 6, etc.
Direct message to Jörg Schrade