Sign in

Investment Bank, Managing Director, International tax

Westport, Connecticut, United States
January 17, 2018

Contact this candidate


Jean-Louis Chicha

Weston, Connecticut 646-***-****

TAX ATTORNEY AND CLIENT STRATEGIC SOLUTIONS BANKER Experienced U.S. (and French) tax attorney and investment banker, specialized in managing international tax matters for the bank and the bank’s clients including international tax support to the various businesses. Expertise also includes M&A advisory and acquisition finance, optimizing supply chains activities worldwide and extensive transactional, advisory and due diligence experience. Proven ability to combine complex tax rules to maximize clients P&L and cash tax savings internationally and implement tax efficient business structures in the US and abroad. Structured and executed supply chain planning initiatives involving legal entity restructuring and global financings. Monitored closely the US tax and other global legislative updates per industry. Core competencies include: Significant Global Tax Experience Foreign Tax Credit Optimization International Tax Due Diligence Proficiency in “Worldwide” and “Territorial” Tax Systems Reorganizations and Spin Off Monetizations Proven and Creative Problem Solving Track Record SELECTED ACCOMPLISHMENTS

• Analyzed complex client tax issues resulting from cross border acquisitions (including the use of foreign cash to fund US acquisitions) and convert them into significant P&L savings

• Continuously converted complex tax rules into ETR reduction and EPS improvement

• Provided clients with efficient global supply chain monetization

• Entirely structured and implemented numerous cross border financings providing significant P&L benefits for clients.

• Developed numerous high level client relationships at Treasurers, VP Tax and C-Suite levels. PROFESSIONAL EXPERIENCE

Managing Director, Global Financial Solutions

Led product development, marketing and implementation of strategic client solutions. Strategic solutions involve credit analysis/structuring, regulatory, legal, accounting, economics and tax expertise.

• Developed efficient M&A financings and disposition structures/strategies (e.g., use of foreign cash to finance US acquisitions / tax deferral and optimization strategies)

• Identified efficient tax optimization of net investment hedges and cross border securitization to fund acquisitions

• Delivered working capital solutions (optimized clients supply chain/cash flow from operations and free cash flow)

• Monetized aspects of spin-offs, split-offs and reorganizations in a tax efficient manner

• Restructured asset monetization so as to optimize balance sheet utilization

• Structured cost-efficient, short-term financing based on "repurchase" technology to provide clients with an alternative source of liquidity to commercial paper and revolving credit facilities ("RCFs"), provide low-cost financing and preserve dry powder on RCFs for future strategic transactions.

• Developed private hybrid instruments with optimized equity credit involving the bank, insurance and investors. Split private hybrid instrument components between lending portion and investor portion and advise on proper tax and rating agencies treatments for issuers and investors

• Implemented warrant structures which provide clients with financing with maximum equity credit among other benefits including tax optimization

• Implemented cross border financing including tax insurance on BEPS and other tax matters.

• Led group "Alert Letter" which focused on tracking the Administration tax proposals and their impacts on industries (Retail, Technology, Telecommunications, Diversified, Oil & Gas, Pharmaceutical). MUFG - Investment Banking 2015 - Present

Jean-Louis Chicha Page 2

Managing Director, Manager of Structured Financial Solutions Managed a team of 3 to 6 professionals; coordinated global team efforts between Paris, London, Melbourne, Singapore and New-York offices.

• Developed, structured and marketed cross-border and domestic financial solutions for U.S. multinational corporate clients involving credit risk optimized financings that fund cross-border acquisitions, manage attributes and refinanced existing loans (inter-company or bank debt).

• Developed and created innovative solutions for core corporate clients that optimized clients global cash positions, M&A, corporate restructuring/reorganization and other financing transactions.

• Coordinated U.S. and other jurisdictions tax, accounting and regulatory analysis of various transactions developed and closed.

• Coordinated approval process through various approval departments at Head Office and U.S. levels.

• Coordinated the implementation and documentation process involving the bank, international law firms, the clients and other entities involved in the transactions.

• Developed and managed relationships with outside advisors and auditors.

• Completed transactions and structures include mandatory convertibles, equity linked loan transactions in various jurisdictions such as France, Germany, Italy, Canada, New Zealand, Australia, Japan, Brazil, Mexico.

• Managed cross-border partnership financings between the U.S., Canada and Europe, tax efficient timberland (forest) monetization, domestic like kind exchanges, post tax hedging transactions in the US, Australia, New Zealand, France.


LL.M in Taxation, New York University - New York, NY PUBLICATIONS

“Cap-and-Trade: A Practical Tax Analysis (Part 1)” published in the January 2010 edition of the Journal of International Taxation.

“Cap-and-Trade: A Practical Tax Analysis (Part 2)” published in the February 2010 edition of the Journal of International Taxation.

“Using French Parent-Affiliates Can Save Taxes”, published in the May/June 1991 edition of the Journal of International Taxation and electronically reproduced for LEXIS.

“The New US-Netherlands Tax Treaty: Understanding the International Tax Planning Implications” published in Tax Notes International, 6 Tax Notes Int’l 1509 (June 21, 1993). PROFESSIONAL QUALIFICATIONS

Bar Admission - NY

FINRA registered representative with Series 7, 63 and 79 qualifications AWARDS

MUFG “Americas Top Producer Award 2017”

Languages: English, French

Credit Agricole – Corporate & Investment Banking

BNP Paribas – Corporate Investment Banking

Societe Generale – Corporate & Investment Banking

1997 - 2015

Contact this candidate