A significant portion of our transactional work is undertaken alongside law firms, where coordinated tax and legal judgment is required and the matter benefits from senior, principal-led tax input throughout.
Pre-deal
- Tax due diligence, buy-side and sell-side.
- Acquisition structure design: entity choice, jurisdiction selection, financing architecture.
- Tax assumptions in valuation and SPA negotiation.
- Pillar Two and substance considerations in deal structuring.
Execution
- SPA, shareholders' agreement and intercreditor tax provisions.
- Tax warranty and indemnity scope and coverage.
- W&I insurance interaction and exclusion management.
- Closing mechanics, completion accounts and post-completion adjustments.
Post-deal
- Integration planning: entity rationalisation, group simplification, treasury structuring.
- Tax governance integration.
- Post-completion compliance, claims and indemnity management.
- Carve-out and separation tax workstreams.
Special situations
- Restructuring and refinancing.
- Distressed and insolvency-adjacent tax matters.
- Internal reorganisations, demergers and pre-IPO restructurings.
- Concentrated position exits and pre-liquidity structuring.
How engagement works
Directly
For principals, founders, family offices and corporate buyers leading their own transactions.
Alongside Legal Counsel
As the tax workstream within a broader legal-led transaction team.
Coordinated with Existing Advisers
Where senior independent overlay on a defined dimension is required.