Aaron Bernstein advises clients on a full spectrum of complex transactional tax matters.

Mr. Bernstein leverages his in-depth understanding of the economics that drive highly sophisticated business transactions to guide public corporations, private equity funds, private lending clients, and financial institutions on: 

  • Capital markets
  • Private financings
  • Portfolio company investments
  • Bank finance
  • Derivatives
  • Equity-linked instruments
  • Insurance investment structures
  • Securitizations
  • Spinoffs
  • Cross-border tax planning

Before his legal career, Mr. Bernstein was a computer programmer, focused on developing highly technical internal business software.

Mr. Bernstein’s experience includes advising:

  • The initial purchasers on Lifepoint Health’s upsized US$800 million senior secured notes offering
  • The initial purchasers on Veralto’s US$2.1 billion senior notes offering and €500 million senior notes offering for a spinoff transaction
  • Light & Wonder on multiple transactions, including its:
    • US$550 million private offering of senior unsecured notes
    • Up-C IPO listed on the Nasdaq
  • The arrangers on a financing for Oryx Midstream’s US$300 million add-on term loan B
  • Aegon, a Netherlands-based insurance company, on its proposed transfer of legal domicile to Bermuda
  • The underwriters on Fidelis Insurance Holdings’ IPO
  • VinFast Auto, a leading Vietnamese automotive manufacturer, on the business combination with Black Spade Acquisition Co., a special purpose acquisition company
  • The underwriters on SI-BONE’s public offering of 3,775,000 shares of common stock
  • R.R. Donnelley & Sons on a US$1.25 billion term loan B facility to refinance existing debt
  • The initial purchasers on Ritchie Bros.’ senior notes offering to partially fund its merger with IAA
  • Encore Capital Group, an international specialty finance company, on its US$200 million convertible senior notes offering
  • Morgan Stanley Tactical Value on a US$401 million late-stage convertible investment in cloud computing security and network platform Netskope
  • Owl Rock, as lead investor, on Arctic Wolf’s US$401 million structured capital financing
  • Broadcom on a US$1.95 billion private senior notes offering
  • Antares Capital on arranging a unitranche credit facility to support Summit Partners’ growth equity investment in 48forty Solutions
  • Amgen on US$4 billion in senior unsecured notes offerings, including its inaugural offering of “green bonds”
  • Oscar Health on a US$305 million convertible senior notes offering
  • The initial purchasers on DigitalOcean’s upsized US$1.5 billion convertible senior notes offering
  • ReNew Power, an India-based renewable energy producer, on multiple bond offerings
  • PropertyGuru, Southeast Asia’s leading property technology company, on its business combination with Bridgetown 2 Holdings Limited, a special purpose acquisition company
  • The initial purchasers on Maxeon Solar Technologies’ US$185 million green convertible senior notes offering
  • Credit Suisse on a pre-capitalized letter of credit facility, concurrent with a US$900 million bond offering, for NRG Energy
  • The Carlyle Group on its strategic investments in Pharmapacks, an online health and beauty marketplace

Bar Qualification

  • New York


  • LLM, New York University, 2016
  • JD, New York University School of Law, 2014
    NYU Law Review
  • BS, Yale University, 1995
    cum laude