Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Alex is head of the firm’s private equity practice and specialises in advising private equity clients on buyouts, management incentivisation and sales processes.
He also has extensive experience of advising on asset manager M&A, private company M&A and general advisory matters.
Experience
- Advising leading private markets data solutions provider Preqin on its sale to global investment manager BlackRock for £2.55bn.
- Advising Mayfair Equity Partners on its investment in i-media, a rapidly growing Digital Out of Home media owner with exclusive advertising rights across the UK’s Motorway Service Areas.
- Advising Signal Capital Partners on its strategic partnership with Armen, a European GP-stakes investor.
- Advising Exponent Private Equity on the sale of its interests in Isio, a leading independent UK provider of actuarial consulting, pensions administration, investment advisory, employee benefits and wealth management services, to Aquiline Capital Partners.
- Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
- Advising Exponent on its acquisition of H&MV Engineering Limited, an Irish-headquartered business specialising in high voltage electrical engineering.
- Advising Exponent Private Equity on the acquisition of KPMG’s pensions advisory practice, Big Bus Tours (the UK-based global sightseeing bus tour operator), The Leisure Pass Group (an online retailer of composite tourist attraction passes), and Bullit Mobile (a rugged mobile phone producer) and on the sale of Gorkana Group (the leading UK media intelligence business).
- Advising specialist healthcare private equity investor GHO Capital on a number of matters, including the acquisition and sale to a CV of Sterling Pharmaceuticals, the acquisition and sale of Quotient Clinical and the acquisition of ADC Biotechnology Limited.
- Advising Improbable Worlds on its $100m equity investment by NetEase to expand into the Chinese market. Achieved through a share issue and the purchase of some shares from early investors and founders, as well as on a number of cross-border acquisitions and disposals.
- Advising Hayfin on the acquisition and subsequent sale of the Transocean Norge oil rig in a joint venture with Transocean.