Private Equity
Effective deal completion is dependent on a firm’s ability to move quickly and collaborate with a team of advisors in your time zone and in your preferred language. The US tax system is complex and can create unique and unforeseen obstacles in any deal. We have seen countless deals over the years and can anticipate many of the problems that private equity investors may encounter, particularly in the context of inbound direct or indirect strategic acquisitions.
In addition to deal advisory, our team also has extensive experience with evaluating, structuring and US tax reporting for non-US based funds investing in the United States. We advise on planning through the use of the so-called “check-the-box regime” and “qualified electing fund regime” to minimize the US tax and reporting exposure for non-US investors while providing US investors with the necessary information to comply with their US tax reporting requirements. Our services allow investment funds to seamlessly attract capital from both US and non-US investors in a no-hassle, tax-efficient and compliant manner.
Moore DM has developed trusted relationships with leading investors, funds and portfolio companies both in the US and internationally. Our experience has given us valuable insight and allows us to recommend innovative US tax solutions to private equity investors as well as fund investees.
Moore DM’s international, multilingual team is well placed to assist you throughout the private equity deal life cycle. We are well versed in many industry sectors and local markets, being physically located across the US, UK and Europe.
The US tax services we can provide you include:
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Due diligence
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US federal and state tax reporting, including preparation of Pro-forma Schedules K-1 and Qualified Electing Funds (QEF/PFIC) letters
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Controversy management and resolution
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Fund structuring
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Acquisitions
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Disposals
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Post-merger integration
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Repatriation planning
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Anti-deferral planning
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Strategy and pre-acquisition planning
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Unrelated business income planning
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Acquisition debt restructuring
We provide our clients with the opportunity to create value by delivering the tools to assess potential US tax exposures, identify deal value enhancers and facilitate the value capture, at pace.