Mergers & Acquisitions

All transactions—whether mergers, acquisitions, joint ventures, equity investments, or divestitures—involve complex issues that require the dedicated attention of experienced professionals.

When those deals involve companies with global operations, wading through the additional range of considerations is even more daunting. Taj can assist and provide advice in effectively navigating the myriad of tax, legal and labor issues in cross-border transactions to help manage compliance risks and potentially enhance returns. Deloitte teams can also assist and provide advices regarding accounting and regulatory issues.

Deal Structuring and Due Diligence

Taj’s M&A professionals provide corporate clients and private equity investors with a spectrum of tax advisory services. Our multifunctional approach teams these professionals with industry and technical specialists to provide assistance and advice targeted toward managing tax compliance risk and enhancing business returns. We analyze and quantify industry-, country-, and deal- specific tax risks and opportunities; analyzing asset quality; and potential hidden costs, contingencies and commitments and help to develop negotiating positions. We suggest alternative tax structures and prepare formal tax structuring memoranda and pro forma financial statements that illustrate the effects of various structuring alternatives on future cash flows and earnings.

Sell-Side Services

Taj can help identify and analyze potential tax, and labor issues before going to market. Deloitte can also provide advice regarding accounting, operational and system issues. Taj works with clients to analyze whether the transaction structure is in line with company strategy, and quantify the strategic value of tax risks and opportunities. We perform pre-sale due diligence including analysis of tax financial and regulatory matters, review of compensation-related agreements, and analysis of information quality. We also know that the tax considerations of a deal can be simple or complex and will vary depending on the nature of the deal. We can assist and advise clients regarding estimated gains and losses, analyze the allocation and preservation of tax attributes, and explore tax structures that address clients’ goal for cash proceeds from the deal. Our professionals can help clients navigate deal execution and work closely with their team and other advisors to enhance efficiency of effort and knowledge transfer.

Post Transaction Services

For both acquisitions and separations, our team provides a holistic approach that can help tax departments address their Day 1 readiness needs as well as their longer term requirements. This includes advising on a variety of tax issues, such as addressing regulatory, tax planning and compliance matters and simplifying corporate tax structures, especially where overlapping legal entities arise. Deloitte's services also include harmonizing accounting methods and merging tax systems, processes, and departmental personnel. Taj work with the tax function to explore tax opportunities that arise as part of the company’s overall merger synergy efforts, whether those changes arise in supply chains, sales force organization, back-office operations, or other areas.

Restructuring and Bankruptcy Services

We work with financially challenged companies by analyzing relevant tax issues and financial considerations, assisting in evaluating restructuring options, and exploring planning opportunities that address those tax and financial burdens, while building a framework allowing for future tax efficiencies. Our professionals have extensive experience working with debtors, creditors, and creditor committees with respect to both in–court and out-of-court restructurings. We also work with clients’ other professional advisors to pursue favorable business and tax results.

Tax Audit and Tax Litigation Management

The complex nature of acquisition structures and the often significant amounts involved can fuel debate, and disputes with tax authorities may arise as regards the application of relevant regulations. We assist our clients throughout the tax audit process if acquisition structures are scrutinized, and represent our clients in court when challenging reassessments. We analyze relevant tax issues and financial considerations, evaluate restructuring options, and explore planning opportunities, to address tax and financial burdens while considering future tax efficiencies. Our professionals have extensive experience working with debtors, creditors, and creditor committees with respect to both in–court and out-of-court restructurings. We also work with clients’ other professional advisors to pursue favorable business and tax results.

Taj recognized Tax Firm of the Year!

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