Tax considerations for M&A deals:
A conversation with the experts

October 24, 2019 | 1PM EDT / 6PM BST

Global M&A volume reached over $3 trillion in 2018, approaching 2015’s record totals. Given diminishing public markets and other factors, the enormous popularity of M&A deals is likely to continue.

The relatively high failure rate of M&A deals is well-known, however, and private equity firms and companies alike must properly vet each deal to grasp its risks and opportunities. Unfortunately, many small to medium-sized organizations simply don’t have the resources to conduct due diligence. This can be particularly worrisome in the complex area of cross-border M&A taxation.

In this webinar, two experts — one specializing in alternative investments, the other in international taxation — discuss tax considerations of mergers and acquisitions. They focus on what you need to know to properly vet a deal, from inspecting an acquisition target’s tax history (which can affect the purchase price) to understanding tax structure of the transaction (which should be properly reflected in your contract terms). Here are some more areas they’ll cover:

  • Structuring deals: Asset deals vs. stock deals
  • The importance of legal entity types
  • Valuation and use of net operating losses
  • Tax implications of deal financing: Debt vs. equity
  • Deal implications for buyers and sellers following U.S. tax reform
  • State, local, and non-U.S. tax considerations
  • Contract terms and review

Presented by:

Scott Kraemer
Managing Director, Alternative Investments

Jon Lamphier
Managing Director, US Tax Services

Manager, Tax and Onboarding
Vistra Brazil