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Services

M&A Tax Services

Tax services for every phase of the M&A life cycle

Tax is a critical component of the mergers and acquisitions (M&A) process. Understanding the tax implications of a potential transaction can shed light on the businesses and ultimately improve the transaction’s return on investment and value. Whether you’re buying, selling, or restructuring, Deloitte M&A Tax Services can help you mitigate risk while preserving, enhancing, and creating value.

What sets Deloitte apart

Through our work on more than 10,000 transactions, over a period exceeding two decades, our M&A Tax Services professionals bring extensive experience and deep technical knowledge on deal trends and changing legislation in an ever-evolving tax landscape.

Our teams have specialized tools and resources to quickly assess tax matters. We take a collaborative and efficient approach to working with your legal counsel and deal teams. Our experience across industries, deal sizes, and transaction types means that we understand the intricacies of each M&A transaction and how to tailor a plan to effectively manage specific tax implications.

M&A tax services for every situation

The Deloitte M&A Tax Services team helps clients prepare for and manage mergers, acquisitions, divestitures, restructurings, and other capital transactions. Sorting out the tax implications of an M&A transaction is complex no matter which side of the deal your company is on. With our tax technical and situational knowledge and experience, we can help you identify the risks and capture the opportunities your transaction presents.

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Deloitte’s M&A Tax Services professionals provide corporate clients and private equity investors with a spectrum of buy-side tax advisory services. Our multifunctional approach teams M&A professionals with industry and technical specialists. We analyze and quantify industry, country, and deal-specific tax risks and opportunities—providing you with critical insights that may impact your investment thesis.

Deloitte’s M&A Tax Services professionals assist clients through the life cycle of the divestiture/separation process or a reorganization (e.g., spin-off transaction, initial public offering, etc.)—addressing tax and operational issues, analyzing structural considerations, planning for tax efficiencies, and identifying tax risk mitigation strategies. Regardless of the nature, size, and complexity of the transaction, we can assist you throughout a divestiture or reorganization—from readiness through execution.

Learn more about Deloitte’s divestiture and separation services

Deloitte’s Turnaround & Restructuring (T&R) tax professionals deliver value-add services when analyzing and planning for the tax consequences of a restructuring while building a framework that allows for future tax and operational efficiencies. We assist companies that may be assessing loss utilization, raising capital, acquiring a distressed company, restructuring debt, planning a divestiture, or even facing bankruptcy as they face both challenges and opportunities to manage risk and preserve, enhance, and create value through proactive tax planning.

Learn more about Deloitte’s T&R services

Mergers and acquisitions are executed frequently, but not always efficiently. Tax departments are a critical component of the M&A integration process. Deloitte’s Post-merger Integration (PMI) services help design and build the tax structure of newly merged organizations. We can help you identify synergies and solution gaps while establishing tax-efficient operations moving forward.

Learn more about Deloitte’s PMI services

Get in touch

Jim Watson

Jim Watson

Deloitte Tax LLP

Jim is a partner at Deloitte Tax LLP where he serves as the US Merger and Acquisitions (M&A) Tax Services Leader. In this role, he focuses on the development and growth of the practice while specializ... More