M&A Tax
Strategic tax advice for complex M&A transactions
We advise on all aspects of tax for public and private transactions, helping clients shape and achieve their business strategies and complete deals with confidence. Our work involves guiding clients through complex restructurings, international share deals, IPOs and fund driven transactions – often with significant challenges or cross-border elements.
We work closely with our Corporate and M&A lawyers to deliver joined-up advice on the most intricate transactions. We advise on all tax aspects including:
- private acquisitions and disposals for corporate groups, financial institutions, investment funds and individuals;
- public M&A, including IPOs and pre-IPO structuring;
- transactions involving fund managers and investment platforms;
- private equity and special situations deals, including fund structuring and diligence;
- credit transactions, including direct lending, equity-linked instruments and debt-to-equity restructurings; and
- management equity planning and support during buyouts and business sales.
Our advice is backed by in-house specialists in accounting, funds flow, transfer pricing, valuation, VAT and employment tax, allowing us to cover all angles without the need to instruct external advisers.
We act for listed and privately held companies, private equity sponsors, private capital investors, financial sponsors and founders or management teams. We understand how tax issues influence deal terms, governance matters, and incentives and remuneration, and we deliver practical guidance on how to balance commercial speed with creating long-term value.
Our integrated approach means we advise on structure, risk and execution as a single team. We’re especially known for our clear thinking and our responsiveness, and our ability to handle challenging cross-sector and multi-jurisdiction matters.
Work highlights include advising:
- Valterra Platinum (formerly Anglo American Platinum) on its c. £7.5bn London listing and demerger from Anglo American plc;
- Banco Sabadell S.A., a Spanish listed multinational financial services company, on the proposed sale of TSB Banking Group plc to Banco Santander;
- Arcmont Asset Management on its sale to Nuveen;
- Investec on its combination with Rathbones, creating a £100bn wealth manager;
- Preqin on its £2.55bn sale to BlackRock;
- Evelyn Partners on the sale of its professional services business to funds advised by Apax; and
- Pandox AB, one of the largest hotel property owners in Europe, on its c. €1.4bn recommended cash offer for Dalata Hotel Group plc.
