Case studies
Deal services
We were instructed to provide tax advice to a private equity house in respect of one of its investments, which was embarking on a restructure process. Due to our industry knowledge we were able to highlight a potential issue in its proposed transaction that would have removed its downside loss protection, and thus amended the transaction to produce the same economic return but an improved tax outcome.
We took over the partner tax compliance and advisory services of a major
mid-market private equity firm from the incumbent 'Big four' providers. We were able to accelerate the timetable providing partners clarity of tax liabilities well in advance of deadlines, while also establishing a relationship with each partner to ensure they felt they had a trusted personal advisor who they could happily discuss matters such as carried interest and co-investment returns with.
Fund and Investment Manager services
We were appointed to provide audit and tax services to a private equity backed company on the basis of our understanding of issues related to being private equity backed. We highlighted aspects such as loan note listing and transfer pricing rules connected with related party debts. Our pragmatic approach to issues and our ability to assist during the whole private equity lifecycle were also reasons our appointment.
Portfolio services
Explore our recent deals