Snell & Wilmer L.L.P.Partner

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About Rachel Ann Simon

Rachel Ann Simon is a lawyer practicing corporate and securities, mergers and acquisitions, venture capital and private equity and 5 other areas of law. Rachel received a M.B.A. degree from USC Marshall School of Business in 2015, and has been licensed for 18 years. Rachel practices at Snell & Wilmer L.L.P. in Costa Mesa, CA.

Awards

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Debtor and Creditor
Posted by anonymous
October 29, 2011
Hired Attorney

Rachel has given me solid recommendations in dealing with a client who owes me back wages. She is upfront, very cordial and listens intently before advising each step in the process she recommends. It is very apparent that she knows what she's talking about. I would highly recommend her to friends and family.

Services

Areas of Law

  • Business Law
  • Banking Law
  • Other 6
    • Corporate and Securities
    • Mergers and Acquisitions
    • Venture Capital and Private Equity
    • Tax - General Federal
    • Tax - State and Local
    • Nonprofit Law

Practice Details

  • Firm Information
    Position
    Partner
    Firm Name
    Snell & Wilmer L.L.P.
  • Representative Cases & Transactions
    Cases
    Representative Experience: Lead counsel for long-st
    ing medical device industry client in its complex tax restructuring prior to a private equity acquisition
    served as one of two partners assisting with $350 million acquisition transaction. Continue to serve as go-to outside corporate counsel for the post-merger entity
    responsible for overseeing legal work h
    led by other firm departments for this client
    Lead counsel for long-st
    ing wholesale food instructor client in its complex tax restructuring prior to a reverse SPAC merger
    served as one of three partners assisting with $500 million SPAC merger transaction. Continue to serve as go-to outside corporate
    M&A counsel for the post- merger entity
    responsible for overseeing legal work h
    led by other firm departments for this client
    Represented long-st
    ing technology industry client in $30 million sell-side M&A transaction
    Represented long-st
    ing wholesale food industry client in a more than $25 million buy-side M&A transaction
    Represented a plant based food company with tax restructuring
    merger into a SPAC
    Represented numerous real estate funds
    developers in qualified opportunity zone structuring
    Act as go-to outside corporate counsel for Southern California based medical device manufacturer
    several medical technology companies
    Assisted in the formation of,
    acted as go-to outside general counsel regarding non-profit governance issues to many non-profit organizations
    Represented two medical device companies, a jewelry company,
    a CBD company in multi-state sales
    use tax compliance matters
    Represented numerous businesses in income tax disputes with the Internal Revenue Service
    Franchise Tax Board

Experience

  • Bar Admission & Memberships
    Admissions
    2008, California
    2008, U.S Tax Court
    2021, Texas
    United States District Court, Central District of California
    Memberships

    Professional Memberships and Activities

    •Orange County Bar Association
    •Orange County Women's Lawyers Association

  • Education & Certifications
    Law School
    California Western School of Law
    Class of 2007
    JD - Juris Doctor

    Loyola Law School, Loyola Marymount University
    Class of 2012
    LL.M - Master of Laws
    Other Education
    USC Marshall School of Business
    Class of 2015
    M.B.A.
    Executive; Beta Gamma Sigma, Member

    Loyola Law School
    Class of 2012
    LL.M.
    Taxation with High Distinction

    California Western School of Law
    Class of 2007
    J.D.

    Hofstra University
    Class of 2002
    B.A.
    Political Science
  • Personal Details & History
    Age
    Born in 1980
    Bethpage, New York, July 21, 1980
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