Blais, Halpert, Lieberman & Greene Llc

What Blais, Halpert, Lieberman & Greene Llc does

Blais Halpert Tax Partners LLP is a Boston-based transactional tax boutique law firm co-founded in 2014 by David Halpert and Travis Blais, previously operating under the name "Blais, Halpert, Lieberman & Greene." The firm focuses exclusively on tax-sensitive structuring and implementation of high-value business transactions, with six integrated practice areas: Mergers & Acquisitions Tax Advisory (described by the firm as the "bread-and-butter" practice), Startup and Financing (including QSBS and Section 83(b) planning), International Tax (CFCs, GILTI, PFICs, FIRPTA, tax treaties), Fund Formation (PE/VC/hedge funds and carried interest), Real Estate (including like-kind exchanges and Qualified Opportunity Zones), and Executive Compensation (409A, 280G, profits interests). The firm operates as a pure professional services practice with no proprietary technology platform, app, or API offering.

The firm serves as tax co-counsel to corporate lawyers, as well as directly to middle-market and high-growth companies, private equity and venture capital funds, entrepreneurs, investors, and executives, with a geographic reach spanning major US tech and business hubs (Boston, New York, Miami, Chicago, Austin, Denver/Boulder, Silicon Valley) and international locations (Toronto, London, Moscow, Mumbai, Hong Kong, Melbourne). Revenue is generated through hourly billing or fixed fees on specific transactions—a professional services revenue model with no publicly disclosed pricing or financial metrics. The leadership team combines senior practitioners with deep BigLaw pedigrees: Managing Partner Travis Blais, Partner Emeritus David Halpert (formerly at Mintz Levin for 40 years, retired from active practice effective December 31, 2025), Partner Michael Lieberman (former Chair of Mintz Levin's Tax Section for over 20 years), and Partner Benjamin Damsky (formerly at Ropes & Gray), supported by associates and of counsel drawn from firms including Norton Rose Fulbright, Lowenstein Sandler, Goodwin, and Cahill Gordon.

Name

Blais, Halpert, Lieberman & Greene Llc

Legal name

Blais Halpert Tax Partners LLP

Website

https://www.blaistaxlaw.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Blais Halpert Tax Partners LLP is a Boston-based boutique law firm specializing in transactional tax advisory for M&A, startup financing, fund formation, international tax, real estate, and executive compensation, serving as tax co-counsel to corporate lawyers and directly to middle-market companies, PE/VC funds, and entrepreneurs.

Ownership category

akta.pro rank

Product category

Transactional Tax Law Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Law (BPAHAAAG)

akta.pro secondary industries

Tax Advisory & Compliance (BPAHABAB), Transaction Tax Structuring & Deal Advisory (BPAHAOAJ), Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Transactional tax law
• Mergers and acquisitions tax
• Fund formation tax
• Executive compensation tax
• International tax advisory

Headquarters

HQ city

East Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Legal Services: Professional legal services for transactional tax matters including mergers and acquisitions, fund formation, international tax, executive compensation, and real estate tax advisory

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Blais Halpert Tax Partners LLP is a transactional tax law boutique providing tax-sensitive structuring and advisory services for high-value business transactions. The firm advises middle-market companies, entrepreneurs, investors, and PE/VC funds on M&A, startup financing, fund formation, international tax, real estate tax, and executive compensation. A cornerstone of the practice is serving as tax co-counsel to corporate lawyers who need specialized tax support for their clients' business transactions.

Product overview

Blais Halpert Tax Partners LLP is a transactional tax law boutique providing legal advisory services rather than a technology product company. The firm offers six interconnected core service lines: Mergers & Acquisitions Tax Advisory (the bread-and-butter practice), Startup and Financing Services, International Tax Services, Fund Formation Services, Real Estate Tax Services, and Executive Compensation Tax Services. A cornerstone of their practice is serving as tax co-counsel to corporate lawyers who need top-tier tax support for their clients' business transactions. The firm operates as a unified service practice rather than a platform with separate products or modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers & Acquisitions Tax Advisory Tax advice and structuring for purchase and sale of high-growth and middle-market companies, including structuring, negotiating, and drafting transaction agreements, tax-free reorganizations, and cross-border M&A. Targeted at middle-market companies, PE/VC funds, and entrepreneurs undertaking acquisitions or sales.
• Startup and Financing Tax Services Tax-efficient strategies for entrepreneurs and investors to form and finance companies, attract and retain key talent, and avoid tax missteps. Includes choice of entity, C corporation conversions, equity compensation plans, and Section 1202 qualified small business stock (QSBS) planning.
• International Tax Services Cross-border tax advice for high-growth and middle-market companies expanding operations and pursuing deals in and out from the U.S.A. Includes controlled foreign corporations (CFCs), Subpart F income, GILTI, PFICs, FIRPTA, FATCA, tax treaties, and transfer pricing.
• Fund Formation Tax Services Representation for sponsors and investors in pooled investment vehicles including private equity, buyout, venture capital, and hedge funds, as well as qualified opportunity funds (QOFs) and carried interest planning.
• Real Estate Tax Services Tax advice for a range of real estate transactions, including project M&A, real estate fund formations, like-kind exchanges, foreign investment, and special tax incentives like Qualified Opportunity Zones.
• Executive Compensation Tax Services Tax-sensitive executive compensation arrangements, especially equity and incentive plans and transaction-related compensation. Includes non-qualified plans, Section 409A compliance, restricted stock, RSUs, ISOs, NSOs, profits interests, phantom stock, SARs, transaction bonuses, and Section 280G golden parachute issues.

Quantifiable outcome

• Thousands of tax-efficient transactions closed
• +1 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered supporting and key.

• Grady Hunt PLLCsupportingImplementation/ SI/ Consulting PartnerBoutique corporate law firm led by Colleen Grady that worked with Blais Halpert on Dometic's acquisition of Igloo. Focuses on business and real estate transactions.
• Network Blue, Inc.supportingImplementation/ SI/ Consulting PartnerMassachusetts-based M&A advisory firm led by John Hallal that combines financial advisory, negotiations, due diligence, and legal guidance. Worked on Syner-G transaction with Blais Halpert.
• Bold LegalsupportingImplementation/ SI/ Consulting PartnerDenver-based corporate transactional boutique led by David Kendall and Alessandro Sacerdoti. Served as co-counsel alongside Blais Halpert on DeCurtis Corporation transaction with Shamrock Capital.
• Murphy & King, P.C.supportingImplementation/ SI/ Consulting PartnerBoston-based law firm led by David Shamberger that worked with Blais Halpert on Bigbelly Solar's strategic recapitalization with McCarthy Capital.
• Harrington & McCarthykeyImplementation/ SI/ Consulting PartnerLead corporate counsel led by Mike Harrington and John McCarthy in Alera Group formation transaction. Served alongside Blais Halpert in unprecedented 24-firm merger.
• Marathas, Barrow, Weatherhead & LentsupportingImplementation/ SI/ Consulting PartnerEmployee benefits counsel led by Peter Marathas in Alera Group formation transaction.
• Q AdvisorssupportingImplementation/ SI/ Consulting PartnerGlobal TMT investment banking boutique that acted as exclusive financial advisor to DeCurtis Corporation in transaction with Shamrock Capital.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Caplin & Drysdale: Washington, DC-based tax boutique with a longstanding reputation for transactional tax, international tax, and tax controversy work. Closest comparable to Blais Halpert in terms of boutique scale and senior-partner-driven, specialist tax practice.
• Ivins, Phillips & Barker: DC-based tax boutique serving large corporations, partnerships, and high-net-worth individuals on sophisticated federal income tax matters. Highly comparable as a specialist tax boutique focused on complex transactions.
• Miller & Chevalier Chartered: DC-based tax boutique with a strong international and corporate tax practice. Directly comparable as a mid-sized specialist tax firm serving Fortune 500 and large middle-market clients on transactional tax matters.
• Roberts & Holland LLP: New York-based tax boutique advising on corporate, partnership, and international tax matters, including M&A and fund formation. Highly comparable to Blais Halpert in scale and specialist positioning.
• Kostelanetz & Fink: New York-based tax boutique with strong transactional and controversy practices. Comparable specialist boutique serving sophisticated clients on complex federal, state, and international tax matters.

Broad incumbents

• McDermott Will & Emery: Large international law firm with one of the deepest tax practices in the US, including transactional tax, international tax, and private client services. Comparable on substance but with far greater scale and a broad full-service offering.
• Eversheds Sutherland: Global law firm with a top-tier US tax practice covering M&A, fund formation, and international tax. Comparable capability set but with much broader corporate, litigation, and regulatory footprint.
• Wachtell, Lipton, Rosen & Katz: Premier New York law firm, dominant in large-cap M&A and tax-sensitive transactional work. Comparable on the high-end transactional tax practice but at materially larger scale and premium pricing.
• Goodwin Procter: Boston-headquartered full-service firm with a strong tax practice (including a notable Private Investment Funds group). Comparable in regional Boston roots and fund formation/PE-VC tax capabilities, with much broader scale.

Regional players

• Sullivan & Worcester: Boston-based law firm with a notable tax and corporate transactional practice, including significant fund formation work. Comparable on practice mix and Boston/regional presence, though with broader practice areas.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/BlaisTaxLaw
• LinkedInlinkedin.com/company/blaishalperttaxpartnersllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blais, Halpert, Lieberman & Greene Llc