Mergers and acquisitions - Tax


Financial Investors Tax

For both funds and corporates alike, acquisitions, disposals and the restructuring of investments can be key events, which bring with them their own tax considerations. The Financial Investors Tax team is part of a global network of Deloitte professionals that help to deliver value throughout the deal lifecycle and across geographies.

The core parts our Financial Investors Tax team are:

Funds M&A

Our Funds M&A tax team have extensive experience of advising private equity and institutional funds on tax matters across asset classes and at every stage of the deal lifecycle. Using their global network, the team have advised on projects spanning the world. The team have experience of advising across a wider range of industries and asset classes, including specialists in real estate, infrastructure and credit investments.

Fund Advisory

We have an experienced team combining market-leading expertise in the field of private funds tax consulting, investor tax reporting, transactions taxes and reward advisory tax services. Our client base includes some of the largest global asset managers and alternative investment funds, including private equity, debt, real estate and infrastructure as well as venture capital and hedge funds.

We provide a joined-up service to our clients based on their commercial needs and taking into account the requirements of the fund investors, fund management executives and investment-level tax considerations.

Funds Reporting

Our funds reporting teams provide compliance and related advisory and structuring services to investment management clients across all asset classes. This includes investor level reporting such as CRS and FATCA, fund level reporting and also asset level reporting including withholding tax, capital gains tax and transfer taxes.

We use global technology to support our teams including bespoke technology for the IM sector that provides single data collection, oversight and analytic tools and a newly developed Private Fund Reporter tool for UK reporting.

Corporate M&A

Our Corporate M&A tax team specialises in advising corporate groups and financial institutions on matters spanning the full transaction spectrum, including disposals and acquisitions, carve outs, joint ventures, initial public offerings, refinancing’s, restructurings, and demergers. We work with our clients to navigate complex tax and deal issues, avoid tax traps and identify value opportunities through the complete M&A lifecycle - from preparing a target for sale, executing the deal, to post-integration planning. We regularly advise on transactions with significant international and cross-border elements, and work closely with our industry specialists to bring leading sector expertise to our transactional advice.


Our Restructuring Tax team is focused on supporting companies and their lenders through challenging refinancing processes. We also support special situations investors who make significant investments in the stressed and distressed sectors. These transactions are often high profile and time pressured reflecting the critical nature of many of these deals. Our clients include lenders, borrowers and investors in all geographies and industries.

Key contact

Darren Graves

Darren Graves


Darren leads Deloitte’s Financial Investors Tax business in the UK. The Financial Investors Tax team comprises Deloitte’s M&A, Infrastructure, Credit, Real Estate, Private Market Funds and Investment ... More