Kelly E. Marks

Ms. Marks is a corporate and tax attorney advising clients on mergers and acquisitions and related tax considerations. Since 2016, Ms. Marks has led or co-led the deal teams providing legal advice on a large acquisition in the self-storage industry, a majority investment in a telecom joint venture, and the sale or purchase of businesses in regulated industries, including the insurance, healthcare, education and not-for-profit industries. She has provided tax and structuring advice on transactions involving real estate investment trusts, private equity funds, joint ventures and other partnerships. Ms. Marks has also counseled management teams on compensation and employment packages in connection with the sale of their employers.

Ms. Marks also advises clients in the areas of corporate and partnership tax, executive compensation and tax-exempt organization compliance.

Prior to becoming an attorney, Ms. Marks spent nine years in advancement and development at two higher educational institutions and a national health care organization, serving in managerial, regional giving officer and planned giving officer positions. That unique industry experience informs her work with tax-exempt organization clients.