Mergers and acquisitions tax

Mergers and acquisitions transactions are key moments in the progress of any company, and they are also times when years of tax planning can be undone, especially cross-border transactions involving less developed countries. Many deals are executed under time pressure, so immediate access to on-the-ground expertise is vital.

Our approach

When considering a merger or acquisition, it is important to assess tax obligations. You need to ensure that your transaction is as efficient as possible, both commercially and financially.

Taxes are a vital part of our global, multidisciplinary M&A service, which includes advisory, valuation, due diligence, and integration consulting. Our understanding of the entire transaction lifecycle helps us deliver critical tax advice at the speed required to ensure opportunities are leveraged and the best prices are achieved.

Our network spans more than 90 countries and territories, including experts in countries such as Brazil, China, and India, where tax systems are undergoing significant changes and transactions can be impacted by issues such as transfer pricing and controlled foreign company rules.

We provide tailored assistance to a wide range of corporate clients, including publicly listed companies and privately owned businesses, for whom a major cross-border M&A transaction can be transformative, but who may previously have had needs for sophisticated tax planning.

Our services

• We offer tax advice covering:
• Direct advice on transaction structuring
• Assessment of tax risk
• Strategic tax advice for holding companies and other new corporate structures
• Advice on tax-efficient deal financing
• Advising investors on tax-efficient repatriation of funds following a disposal
• Guidance on post-acquisition structuring

Our tools and solutions

Our ability to combine experience in internationally significant deals with deep knowledge of local tax jurisdictions will not only help you achieve your business objectives but do so in the most tax-efficient manner.

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

Our people

We are proud of our own diverse, inclusive, and highly international culture. The Forvis Mazars international tax team provides tax services across all five continents and has knowledge of both national and international tax rules. They can offer specialized advice, ranging from cross-border mergers and acquisitions to transfer pricing and international financing operations, as well as the establishment of new operations abroad.