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Tax structuring

M&A Execution

Using the insights from the tax due diligence we can assist in identifying various deal structures that meet the fund and portfolio level goals in line with the commercial objectives. Our key tax structuring value propositions are:

  • Driving value at the outset: Tax structuring opportunities should be considered at the outset to identify value drivers
  • Determining ability to reset income tax cost base of assets: Exploring opportunities to reset assets to market value, including tangible assets, stock and certain intangibles
  • Consideration of debt and equity funding options: Determining debt/equity mix to achieve tax and commercial objectives, which informs many aspects of the bid process and financial bid model
  • Consideration of pre-sale and post-sale restructuring / acquisition alternatives: Outlines opportunities to maximise sale value through pre-sale restructuring and/or opportunities to rationalise the structure post-acquisition
  • Valuing tax attributes: Identifying and valuing tax attributes can minimise tax leakage or preserve future value – including tax losses and franking credits 
  • Management Incentive Plans (MIPs): Developing and implementing a range of different executive incentive plans to help incentivise key management

Global perspective:

Deloitte has tax professionals in major global financial centres that can bring deep knowledge of local and regional tax and reporting requirements to inform our tax structuring services and deliver efficient and effective tax advice across a range of industries and to a diverse set of private equity clients, including in the following industries:

  • Life Science & Healthcare
  • Energy, Resources & Industrials
  • Financial Services & Insurance
  • Technology, Media and Telecommunications

For more details, please reach out to Jeff Jaw or James Doidge.

Private Equity

Making more returns

Deloitte's Australian Private Equity Group is part of Deloitte’s Global Private Equity practice comprising over 1,500 private equity professionals globally.