New Guide: Reverse Morris Trusts Explained

New Guide: Reverse Morris Trusts Explained

Earlier today we published something a little different: a deep dive into the Reverse Morris Trust (RMT) — the complex structure companies use when they want to sell a business unit tax-free.

We’ve covered individual RMT deals before — from CBS Radio and Entercom to GE’s troubled spin with Wabtec — but this is our first attempt to put everything together in one place.

In the new guide, we break down:

  • What an RMT is, in plain English
  • How the spin-and-merge process works step by step
  • Why the >50% shareholder control rule matters
  • Examples from AT&T, Lockheed, and more
  • The risks when things don’t go according to plan

📘 Read the full guide here:
👉 Reverse Morris Trust: How Companies Sell Divisions Tax-Free

We’d love your feedback — does this kind of reference post help? Should we do more “evergreen explainers” alongside our deal coverage? Drop a comment below or send us a note.

 

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