Mergers & Acquisitions (M&A)

Cutting through complex issues to provide pragmatic, commercial and tax efficient solutions for your M&A needs

Understanding your M&A needs

The UK continues to provide an exciting platform for entrepreneurs and fast-growing businesses, meaning M&A activity remains buoyant with investors from the UK and overseas.

Tax continues to play a key role in any transaction, with an ultimate impact on net returns for the vendor and exposures for the purchaser.

The variance in tax efficiency between a transaction where tax advice has been prioritised and one where it hasn’t remains stark.

Whether you’re an investor, a business expanding through strategic acquisitions or a vendor looking to exit, understanding the tax implications, risks and planning opportunities of any M&A transaction is critical.

Meeting With Clients In A Blick Rothenberg Meeting Room

Our people, your partners

The key to providing tax advice on any M&A process is the ability to cut through complex issues accurately but quickly, delivering concise messages, recommendations, or choices in a highly commercial manner.

Blick Rothenberg does just that, providing tax advice on all types of M&A transactions, including corporate acquisitions, private equity, and venture capital buy-outs, reorganisations and demergers.

We are a multi-disciplinary team covering direct and indirect corporate, shareholder and employee taxation.

We have particular expertise in advising UK based management team shareholders on private equity transactions and entrepreneurs on full and partial exit. View our Shareholder Transactions hub here if you are thinking about selling your business.

We also provide advice to purchasers from the UK and overseas, covering due diligence and structuring, as well as advising and assisting corporate and individual vendors with the sale process and optimising their tax position.

How we can help

We can assist with advice in the following areas:

Buy-side:

Design and implementation of tax efficient employee shares and options
Flexible and tax efficient structuring
Identifying and quantifying tax risks
Minimising tax leakage on purchase and post-transaction
Post-completion tax compliance and reporting
Purchaser tax due diligence
Tax review of legal documentation

Sell-side:

Minimising tax leakage on sale, including reviewing earn-out structure
Post-completion tax planning, compliance, and reporting
Pre-transaction reorganisations
Pre-transaction tax planning and modelling for vendors
Reviewing transaction legal documents
Vendor tax due diligence

Mergers & Acquisitions – Shareholder Transactions

If you are an entrepreneur or founder, your business is likely to be your most valuable asset resulting from many years of hard work.

Whether you are thinking about a complete disposal or a partial exit, the process is likely to be time consuming, stressful, at times frustrating, and you’ll still need to ensure that you’re focussed on the performance of the business throughout this critical period.

Find out more about the tax consequences and considerations for individuals who are selling part, or all, of their business.

Shareholder Transactions