BizNexus Roundup

Tax Structuring in M&A: The Silent Deal Maker (or Breaker)

BizNexus Episode 91

The source emphasizes that tax structuring and planning are critical to the success of Mergers & Acquisitions (M&A) deals, acting as a "silent deal maker or breaker." It explains why tax strategy is essential, covering potential consequences from deal structure to profit repatriation and the importance of minimizing risks while preserving value

The text also highlights various global tax laws and rules that influence M&A structuring, such as Double Tax Treaties and anti-avoidance rules, and outlines practical structuring methods like choosing between asset or share deals, funding mixes, and using holding companies. Finally, it warns against common mistakes, like overlooking deferred tax liabilities, and presents Valuecent's approach to tax structuring, from initial diagnosis to execution and integration.

CMA Ravi Monga (He/Him) is a seasoned C-suite executive, M&A expert, and global business strategist with deep expertise in international tax, finance, ESG, and corporate growth. Formerly CFO of an international investment bank and Director & CFO at Sonalika Group, he brings decades of leadership across cross-border finance and strategic transformation.

Follow Ravi here: https://www.linkedin.com/in/cma-ravi-monga-175b35103/

DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.

Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.

For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.


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Show Credits

Intro Music Artist: DJ Freedem | Track: Pretty Boy