• Marcus Schmidbauer advises on the tax aspects of mergers and acquisitions, international and domestic tax planning and corporate tax matters. Marcus guides clients including private equity funds, global corporations and financial institutions, on the tax structuring of investments, restructurings and dispositions, as well as on complex cross-border matters relating to French and international tax law.

    Marcus has also developed particular experience in wealth planning for French and non-French tax residents, and represents clients before the French tax authorities and national jurisdictions.

    Experience

    • Advised a French private equity investment fund on the tax aspects of the investment in a software editor in the PropTech sector.

    • Advised an Italian company engaged in the import and distribution of fruit and vegetable products on the tax aspects of the acquisition of a majority stake in France's leading wholesale market operator with 12 sales platforms.

    • Advised a French manufacturer of electronic shelf labeling and physical retail systems on the tax aspects of the acquisition of a data processing and digital solutions company in the retail sector.

    • Advised a private equity fund on the legal and tax due diligence in connection with the acquisition of a French producer of premium frozen partly-baked specialty breads, snacks and pizza dough.

    • Advised a French wealth management and private banking firm on several add-on transactions, notably the acquisitions of two French wealth management advisories.

    • Advised a German global household appliance manufacturer on the tax aspects of the acquisition of a minority stake in a leading European manufacturer of tableware.

    • Advised German-based global telecommunications company on the tax aspects of the acquisition of a minority stake in a cloud-based phone and communications platform.

    • Advised several German corporations on the tax aspects of the restructuring of their French sub-group, provided on-going tax advice (notably intragroup flows, manager and employee incentive plans, international mobility and tax ruling), and represented them in tax audits.

    Credentials

    Education

    • MBA, ESSEC Business School, 2012
    • Master 2 - Business Law and Taxation, University of Paris 1 Panthéon-Sorbonne, 2009
    • First year of a master’s degree, French and German Law, University of Paris 1 Panthéon-Sorbonne, 2008
    • LL.M., German-French Business Law, University of Paris, Panthéon-Sorbonne (France), University of Cologne (Germany), 2008

    Bar Admissions

    • Paris (France), 2012

    Professional Affiliations

    • IACF

    Languages

    • French
    • German
    • English

    Focus Areas

  • Perspectives

    • Client Alerts
      March 04, 2024
      Withholding Tax on Nonresidents (Article 182 A of the French Tax Code): Tax Residence Under Article 4 B of the French Tax Code Takes Precedence Over the Franco-Swiss Tax Treaty
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    • Defining Matters
      Sept. 27, 2023
      Kramer Levin Assists the Shareholders of Adjuto in the Sale of the Company to FE Fundinfo
      Read More
    • Announcements
      Sept. 04, 2023
      Marcus Schmidbauer Joins Kramer Levin as Tax Partner in Paris
      Read More