Deal Tax Advisory - PE / VC Transactions

Financial Investors like Private Equity (PE), Venture Capital Funds (VCF), and Family Offices, have varied perspectives in terms of risk assessment, expeditious closures and value optimization for their stakeholders.

Your Challenges

  • Does your Financial Model adequately factor the historic risks in the Target?
  • Do you have suitable structure keeping your acquisition or divestment considerations in perspective?
  • Are your protection measures and Loss-recoupments from historic tax risks well-documented?
  • Are your portfolio companies well-optimised and compliant on taxes?
  • Is any of your portfolio company looking to undertake M&A?

Our Support

Transaction-related support

    • Tax Structuring – this can be initiated at Pre-term Sheet stage keeping Acquisition considerations such as historic risks, LBO, MBO, Earn-out structures, etc. and Exit Strategy in perspective
    • Tax Due-Diligence – whether a Desktop Review at
      Pre-term Sheet stage, or a Detailed post Term Sheet signing
  • Inputs on financial model from tax and regulatory perspective to appropriately inculcate the transaction structure and diligence findings impact
  • Negotiation inputs to facilitate discussions on tax risk mitigation, and support with effective documentation to ensure that the negotiated protection measures are duly incorporated

Post-Investment Support

  • Portfolio Company analysis to identify / facilitate opportunities that can:
    • Improve stakeholders value
    • Reduce tax inefficiencies
    • Optimize hidden values
  • Comprehensive Deal Tax Advisory support on M&A endeavors of your Portfolio Companies
  • Divestment Advisory Support from a tax and regulatory perspective
  • Obtain tax and regulatory clearances relating to the Divestment



RBSA Advisors - Ravi Mehta

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