Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Tim is an M&A specialist with particular expertise in cross-border transactions, infrastructure deals and public takeovers.
He advises financial sponsors, institutional investors and corporate clients on mergers and acquisitions, joint ventures, co-investments and restructurings, providing clarity and practical insight on their most complex matters.
Having worked in Hong Kong and within the M&A execution team of a leading international investment bank, Tim combines deep legal expertise with commercial acumen to guide clients through significant transactions across multiple jurisdictions.
Experience
- Advising leading private markets data solutions provider Preqin on its sale to global investment manager BlackRock for £2.55bn.
- Advising Union Bancaire Privée, a Swiss bank specialising in wealth and asset management, on the English law aspects of its acquisition of Societe Generale’s UK private banking and wealth management arm.
- Advising legacy Allen & Overy on its strategic partnership with Inflexion, relating to aosphere.
- Advising Arcus Infrastructure Partners on multiple transactions, including its acquisition of Workdry International Limited.
- Advising MM Capital Partners, a global infrastructure investor controlled by Marubeni Corporation, on its acquisition of Queen Alexandra Hospital.
- Advising a Canadian pension fund on its acquisition of stakes in various European airports.
- Advising a consortium of infrastructure investors on their acquisition of a major UK airport.
- Advising PJT Partners on the $28bn take-private of Horizon Therapeutics plc by Amgen Inc.
- Advising NortonLifeLock Inc., a NASDAQ-listed consumer cybersecurity solutions provider, on its $25bn cash and stock merger with Avast plc, a FTSE 100-listed global digital security and privacy company.
- Advising American private equity firm KPS Capital Partners, on the English law aspects of its acquisition of a controlling stake in Tate & Lyle’s Primary Products Business, in a transaction valuing the business at $1.7bn.
- Advising VTB Capital on the £4bn take-private of KAZ Minerals plc by Nova Resources.
- Advising Affirmative Investment Management on its sale to New York listed MetLife Inc.’s investment management business, MetLife Investment Management.
- Advising Affirmative Investment Management on a strategic investment from Sumitomo Mitsui Financial Group, Japan’s second largest lender.
- Advising The Instant Group on its merger with workspace network IWG plc’s digital businesses.
- Advising Alchemy on its proposed participation in a fundraising by Countrywide plc, which would have resulted in Alchemy acquiring a controlling stake of Countrywide plc.
- Advising Stella EOC, a media and technology investment banking boutique, on its acquisition by GCA Corporation, the parent company of GCA Altium.
- Advising a publicly listed software company on the insertion, by means of a scheme of arrangement, of a new publicly listed holding company.
- Advising a global IT company on the sale of its controlling stake in an Indian listed company for approximately US$825m.