Tax is a strategic driver of value throughout the M&A lifecycle. From acquisition structuring and financing through due diligence, execution, post-deal integration and eventual exit, tax influences transaction economics, deal certainty and long-term investment returns.
Bringing tax into the transaction process early enables investors to identify and mitigate risks, assess the impact on valuation and pricing, and implement structures that are aligned with both commercial objectives and long-term investment strategy.
Our team works alongside clients throughout the deal lifecycle, providing practical, commercially focused advice through a hands-on, senior-led approach. With extensive experience advising sovereign wealth funds, private equity investors, multinational groups, family businesses and strategic acquirers on complex domestic and cross-border transactions, we combine deep technical expertise with an understanding of the commercial realities that drive successful deals.
We act as an extension of our clients’ investment, finance and tax teams, delivering pragmatic solutions that create value well beyond the completion of a single transaction.
Supporting you across every stage of the deal lifecycle
- Preparing for a transaction before a formal process begins can significantly reduce execution risk, enhance deal readiness and protect value from the outset.
- Tax structuring for group reorganizations, carve-outs and business separations
- Pre-IPO tax structuring
- Tax governance and health checks
- Vendor tax due diligence and sell-side readiness
- We help design acquisition structures that balance tax efficiency with commercial objectives, financing requirements and long-term investment strategy.
- Acquisition, holding and financing structures
- Cross-border profit repatriation planning on an ongoing basis, including dividend, interest and financing strategies
- Investment and exit structuring to maximize after-tax returns and investment flexibility
- Tax treaty analysis, free zone tax regimes and incentives, EU Directives and Sovereign Immunity assessments, where relevant
- Investment fund and family office structuring
- Understanding tax risks and opportunities early enables informed investment decisions, supports pricing negotiations and reduces execution risk.
- Buy-side and sell-side tax due diligence
- Identification and quantification of tax exposures
- Identification of tax optimization opportunities
- Support with pricing negotiations and transaction execution
- We work closely with legal advisers to ensure tax risks are appropriately reflected, allocated and protected within the transaction documentation.
- Review of tax warranties and indemnities
- Tax covenants and bespoke tax protections
- Tax support for transaction documentation, including SPA negotiations, and transaction execution
- Tax assumptions can have a significant impact on valuation, cash flows and investment returns. We help validate that financial models appropriately reflect the expected tax profile of the transaction.
- Review of tax assumptions within financial models
- Assessment of tax sensitivities impacting valuation and investor returns
- Identification of opportunities to enhance post-tax investment performance
- The successful completion of a transaction is only the beginning. We help ensure the agreed structure is implemented effectively and continue to deliver the intended commercial and tax outcomes.
- Implementation of acquisition structures
- Post-acquisition integration and reorganizations
- Tax-efficient cash repatriation and intra-group financing
- Ongoing tax advisory and compliance support
Team
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