Mergers & acquisitions tax

Ensuring important transactions are tax-efficient.

M&A transactions are key moments in any company’s progress, and also moments when years of tax planning can be undone, especially cross-border deals involving less developed countries. Many deals are done under time pressure, making immediate access to on the ground expertise vital. 

 

Our approach  

When you are considering a merger or an acquisition, it is important to assess your tax obligations. You will want to make sure your transaction is as efficient as possible, both commercially and financially. 

Tax is a vital part of our global, cross-disciplinary M&A service that brings in advisory, valuation, due diligence and integration consulting. Our understanding of the full transaction lifecycle helps us deliver key tax advice at the speed needed to ensure opportunities are seized and best prices obtained. 

Our network spans more than 90 countries and territories, including expert presence in countries such as Brazil, China and India where tax systems are undergoing significant change and transactions can be tripped up by tax issues such as transfer pricing and rules on controlled foreign companies. 

We offer particular assistance to a wide range of corporate clients, both listed and privately-owned companies for whom a major, cross-border M&A deal can be transformative, but which previously may have had needs for sophisticated tax planning. 

 

Our services 

We offer tax advice covering: 

  • Direct advice on transaction structure; 
  • Tax risk assessment; 
  • Strategic advice on tax for holding companies and other new corporate structures; 
  • Advice on tax-efficient deal finance; 
  • Advice tax-efficient return of funds to investors after a disposal; 
  • Advice on post-acquisition structuring. 

 

Our tools & solutions  

Our ability to combine internationally-relevant deal experience alongside in-depth knowledge of local tax jurisdictions will not only assist you in achieving your business objectives but do so in the most tax efficient way. 

A single point of contact ensures that advice is coordinated even on the most complex transactions. 

 

Our people  

We are proud of our own diverse, inclusive and highly international culture. Forvis Mazars' international tax team provides tax services across 5 continents and has the knowledge of tax rules from both a national and international level. They can provide you with specialist advice, ranging from cross-border mergers and acquisitions to transfer pricing and international financing operations to setting up new operations overseas. 

Contacts