Partner
Certified Tax Advisor, Graduate in Business Administration
M&A Tax
Company acquisitions and sales shape your long-term business success. The right tax approach makes all the difference. We support you every step of the way in your M&A transactions: from tax-optimized structuring and due diligence to post-merger integration. Whether you're a buyer or seller, private equity or corporate investor, national or international – we create M&A transactions that are successful from a tax perspective.
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration
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Deal Smart, Tax Smarter.
Whether it’s a purchase, sale, joint venture, or restructuring – we consider tax issues right from the start, before it becomes expensive. Our tax advice paves the way for a successful transaction and sustainably increases the value of your investment.
We provide holistic advice on both the buy side and sell side.
In the case of sales, the focus is on Tax Exit Readiness: from the tax-optimized collection of the purchase price to the creation of factbooks and vendor due diligences. We also provide support with pre-acquisition restructuring measures, such as the tax-efficient implementation of carve-outs.
We support buyers in acquiring the target company in a tax-efficient manner and integrating it optimally into existing structures. We structure the acquisition in such a way that you secure your long-term success. We create bankable Tax Due Diligence Reports and support you through the signing and closing process. When it comes to post-merger integration and tax optimizations, we always think ahead: from day one. And we are also at your side after the deal. So that you not only take the next step, but also reach your goal.
Wherever you see opportunities, we are present. With our own teams in 50 countries. We bring together tax, legal, and business expertise.
For M&A strategies that are holistically sustainable.
Our Services
Skip SectionTax Exit Readiness
We pave the way for you to implement your sale in a tax-efficient manner. So that more net income remains from the gross proceeds. Our Tax Reports create transparency and deal efficiency, thus increasing your transaction security.
Our focus areas
- Creation and implementation of a tax-optimized sales structure – across national borders
- Carve-out Consulting
- Tax Modelling
- Preparation of meaningful Tax Factbooks and Vendor Due Diligences
- Support throughout the entire transaction process with Q&A and expert sessions
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration
Tax Due Dilligence & Tax Factbooks
With our Tax Due Diligence, you can identify tax risks – and opportunities – at an early stage. Our Tax Factbooks create transparency and deal efficiency. They prepare the basis for well-founded decisions. Globally present, we steer you safely through every M&A deal.
Our focus areas
- Comprehensive analysis of tax issues
- Identification of risks and optimization potentials
- Preparation of meaningful reports with concrete recommendations for action
- Due Diligence Reports “bankable” and “W&I ready”
- Globally uniform project management and reporting
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration
Tax-optimized Transaction Structure
Majority or minority stake, real or virtual, joint venture or splits, strategic or distressed: We show the way and structure transactions in a tax-efficient manner. This also includes tax-optimized financing. We carry out the acquisition in such a way that you secure your long-term success. We always think ahead: in post-merger integration and tax optimizations. From the beginning.
Our focus areas
- Tax-optimized acquisition structure, taking into account equity rollover
- Tax-optimized financing and Debt Push Down
- Use of Tax Assets, tax benefits and international tax gradients
- Tax Modelling
- One Stop Shop for Private Equity Structures
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration
Transaction Documents & Negotiations
We design and review purchase agreements (SPA), shareholders’ agreements (SHA), and other transaction documents. Clear, precise, and future-proof. This way, you avoid tax pitfalls and create reliability for all parties.
Our focus areas
- Tax-optimized contract design
- Review and adaptation of tax clauses
- Support during negotiations
- Comprehensive support for W&I process and Tax Risk Insurance
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration
Post-Deal Consulting
We navigate you purposefully through the tax closing requirements. And ensure proper reporting to the tax authorities. In this way, we eliminate stumbling blocks, ensure a smooth closing, and create Tax Compliance. Even after the deal, we keep a close eye on existing corporate structures. Our focus is on opening up opportunities and sustainably strengthening the new structure.
Our focus areas
- Review and implementation of tax closing conditions
- Preparation and submission of reports and coordination with tax authorities
- Support with tax documentation
- Integration into existing structures
- Optimization of tax positions
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Christoph Götz
Partner
Certified Tax Advisor, CFA, Graduate in Business Administration