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Perspectives

M&A Tax Talk | Private equity insights

M&A tax considerations for private equity sponsors, investors, and portfolio companies

Investment structuring and tax planning considerations can drive value for private equity investors when evaluating and executing transactions or seeking to enhance the financial profile of portfolio companies. From dealmaking to exit planning, our M&A Tax Talk: Private Equity Insights series provides leading perspectives on the latest tax trends and developments in private equity and relevant implications for investors and portfolio companies.

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Check out our other M&A Tax Talk series:
M&A Tax Talk: Insights on trends and recurring matters regarding us tax topics in M&A transactions

M&A Tax Talk: Navigating M&A during a recession miniseries

IPOs and the resurgence of SPACs

Exit strategies involving IPOs present unique tax considerations and potential opportunities that can drive value to private equity funds and portfolio companies. Recently, IPOs undertaken via a SPAC have gained momentum and may have additional business and tax complexities.

IPOs and the resurgence of SPACs

PIPEs: Potential tax opportunities and considerations

During periods of economic uncertainty, public companies may be faced with an urgent need to raise capital. Private investment in public equity (PIPE) transactions has become an attractive investment opportunity for private equity funds that can provide much-needed liquidity and other financial benefits to public companies. When executing PIPE transactions, appropriate consideration should be given to the tax implications. Early tax planning will inform and may serve to mitigate potential “phantom income”, withholding taxes, and other adverse tax consequences.

PIPEs: Potential tax opportunities and considerations

COVID-19 tax implications for private equity

Are you familiar with the COVID-19 tax implications for private equity? When evaluating and executing transactions to mitigate economic downside or pursuing opportunities caused by the pandemic, avoid unintended tax consequences by first considering relevant tax rules.

COVID-19 tax implications for private equity

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