M&A and Transactional Advisory
M&A and Transactional Advisory
This is where tax and legal risk either gets managed — or gets discovered too late.
Cross-border transactions move fast. The risks that surface late in a deal — tax exposures buried in the structure, legal gaps that complicate closing, positions that were never properly documented — are rarely new problems. They were there from the start. The difference is whether they were identified early enough to be managed, or late enough to become deal-breakers.
I support cross-border M&A with a due diligence-focused approach: structured, written, and built around the decisions that actually drive execution. The work begins before the process accelerates, because that is when it has the most impact.
Service Areas
Due Diligence Support and Early Risk Identification
The most valuable diligence work happens at the front end, not the final stretch. I review target structures, entity classifications, intercompany arrangements, and existing tax positions to surface the risks that matter — those with the potential to affect valuation, alter deal mechanics, or create post-closing liability. The output is decision-ready: clear on what the risk is, what it means for the transaction, and what needs to happen next.
Risk Assessment and Mitigation
Not every risk identified in diligence is a deal-stopper. The work is in calibrating which exposures require renegotiation, which require protection mechanisms — representations, warranties, escrow, price adjustment — and which can be managed post-closing. I provide structured risk assessments that give deal teams and their advisors a clear basis for those decisions, without overstating complexity or understating exposure.
Documentation Priorities for Execution
Execution risk is often a documentation problem. I advise on the tax and legal documentation priorities for closing, covering the instruments, elections, and structural steps that need to be in place before the transaction completes and cannot easily be corrected after.
Let’s Get Your Deal Done Right.
Whether you are acquiring, divesting, or restructuring across borders, the right tax and legal support at the right stage of the process is what separates a clean close from a costly one.