Richard Sherman

Experience

1. Mergers and Acquisitions Tax Partner - National Private Equity Tax Leader

   KPMG US

   Apr 2011 — Present

   Richard A. Sherman is a partner in the firm’s Mergers and Acquisitions tax practice. With more than 20 years of tax consulting experience, Mr. Sherman has specialized in advising private equity and corporate clients on numerous tax aspects of mergers and acquisitions including reorganizations, acquisition and disposition planning, cross border investments, repatriations, tax modeling, restructuring and bankruptcy tax planning. Mr. Sherman’s clients cover a broad range of industries that include manufacturing, distribution, construction, transportation, business services, transaction processing, marketing services, telecommunications, industrial products, and financial services. Mr. Sherman also has extensive experience advising private equity clients on domestic and cross-border transactions involving tax due diligence, tax structuring and tax/financial modeling. He has also advised clients on multi-national investments including a wide variety of tax aspects including tax efficient financing structures, foreign tax credit planning, local country tax planning, and transfer pricing. In addition, Mr. Sherman has extensive experience with consolidated group tax issues, including Section 382 analyses, earnings and profits, and stock basis studies. Prior to joining KPMG, Mr. Sherman was a Managing Director in the Transaction Advisory Group at Alvarez and Marsal, LLC (\"A&M\"). At A&M, Mr. Sherman served as a Transaction Tax specialist for private equity firms and strategic corporate clients, and as an instructor for various M&A tax topics. Mr. Sherman holds a bachelor’s degree in Accounting from the University of Illinois, a Masters in Taxation from DePaul University, and a Juris Doctorate from Loyola University School of Law. He is a licensed Certified Public Accountant (CPA) and a CFA level II candidate in Illinois. Mr. Sherman is also a member of the American Institute of Certified Public Accountants, and the Illinois CPA Society.

Education

• Loyola University Chicago School of Law

  Doctor of Law (J.D.), Business, Tax, Finance

  2002 — 2007

• DePaul University - Charles H. Kellstadt Graduate School of Business

  Master of Science (M.S.), Taxation

  1997 — 2000

• University of Notre Dame

  Masters in Theology

• Unniversity of Illinois at Champaign Urbana

  Bachelor of Science (B.S.), Accounting

  1992 — 1996

Skills

• Corporate Tax
• Cross-Border Transactions
• Due Diligence
• Sarbanes-Oxley Act
• Tax Accounting
• Financial Reporting
• Us Gaap
• Sec Filings
• Mergers & Acquisitions
• Tax
• Income Tax
• International Tax
• Financial Modeling
• Tax Advisory
• Private Equity
• Management
• Restructuring
• Internal Controls
• Cpa
• Auditing
• Accounting