Our team regularly provides tax advice in connection with acquisition transactions. These transactions tend to be complex and often cross borders, due to the presence of a multi-national enterprise, investor or both. These transactions are generally within the private markets, although we do see “take private” deals. We pay close attention to detail and the bottom line, addressing situations such as:

  • Taxable purchases and sales of assets or entities, most typically in middle or emerging markets
  • Tax-free acquisitions or dispositions
  • Tax-structured equity grants to, or rollover by, key personnel
  • Structuring acquisitions to provide post-acquisition tax efficiencies
  • State and local tax issues and planning (e.g. where investors and a business cross state lines, or the application of often-overlooked local taxes such as the New York City unincorporated business tax)
  • Tax structured joint ventures and buy-outs
  • Acquisitions of fund management companies
  • The purchase or sale of U.S. real estate assets, in particular transactions involving non-U.S. investors or REITs

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