Mergers and Acquisitions - Tax
All transactions—whether mergers, acquisitions, joint ventures, equity investments, or divestitures—involve complex issues that require the dedicated attention of experienced professionals.
When those deals involve companies with global operations, wading through the additional range of considerations is even more daunting. Deloitte can assist and provide advice in effectively navigating the myriad of tax, accounting, legal, regulatory, cultural, and labor issues in cross-border transactions to help manage compliance risks and potentially enhance returns.
- Deal structuring and due diligence
- Sell-side services
- Post transaction services
- Restructuring and bankruptcy services
M&A Tax Due Dilligence
Deloitte's M&A professionals provide corporate clients and private equity investors with a spectrum of tax advisory services, including: reporting on the tax risks in a group/company undertaking an IPO; investigating the tax risks in a target group/company where our client is a potential purchaser; advising on techniques for allocating risk between purchaser and vendor, reporting on the tax risks in a group or company to be sold where our client is the vendor; and assisting a vendor to manage the due diligence process.
M&A Transaction - Tax Structuring
Services include advising on the transaction structure for an IPO; advising purchasers on the tax structure for an acquisition; and advising vendors on the tax structure for a disposal. In each case the advice is given in the context of optimizing the tax position for the group and shareholders (including management equity holders), maximizing tax synergies and meeting the needs of all relevant stakeholders, including lenders.
M&A Tax Transaction Execution and PMI
Services include reviewing transaction documentation/fund flows and associated matters, securing necessary tax rulings, implementing post-completion restructurings as well as providing post transaction integration services into the purchaser's group including combining transfer pricing policies, securing tax synergies such as tax loss utilization and harmonizing tax policies and reporting processes.
The benefits for your business
✔️ A due diligence report is useless unless highlighting the evident risks and combined with practical transactional support.
This is the reason why our M&A professionals who deep dive to produce the relevant reports are always supported by advisors who understand the objectives of the transactions and are dedicated to identify solutions, rather than just pointing out the issues.
✔️ Successful transaction
A complex transaction will be a successful transaction only when the advisory team sits alongside the investor from the beginning until the completion of the target’s integration in the new structure.
✔️ Professional experience
Our senior team members and dispute resolution specialists use their professional experience to elevate the outcome of a tax due diligence into a fruitful and, to the extent possible, limited risk, completion.