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Our Trans-Tasman team is experienced in supporting the development of tax-efficient fund structures that meet all stakeholder requirements (i.e. GP, LP and portfolios) and ensure that each are taxed appropriately over the life of the fund having particular regard to cross-jurisdictional tax regimes, whether it be for a closed ended fund or on a ‘deal by deal’ basis.
Our team provides the full scale and breadth of tax due diligence services across Australia and New Zealand, with support for other jurisdictions through the network.
Approach can vary from ‘desktop’ issue identification to a pragmatic ‘red flags’ report or a full detailed due diligence report (appropriate for insurance and lending purposes).
At GreenMount we develop tax efficient buy or sell-side transaction structures that are fit-for-purpose, having regard to your commercial requirements (e.g. facilitation of future bolt on/carve-out transactions, refinancing, profit repatriation and exit considerations).
We work closely with you and your advisors throughout the deal process to ensure the structure is implemented appropriately.
We design and implement tax-efficient management equity plans that meet your business objectives and advise on the associated tax compliance and reporting obligations.
Assistance is provided with implementation matters ahead of formal ‘handover’ to your compliance/general tax advisor:
Our team provides corporate direct and indirect tax advisory services on Australian and New Zealand tax matters. We can deliver advice that requires multi-jurisdictional support through our partnerships with trusted service providers.
We have the ability to procure the delivery of tax compliance services through our partnerships with trusted outsourced service providers.
We provide bespoke buy-side or sell-side commercial advisory services. Our deep transaction and industry experience, coupled with our private capital networks enable us to originate and introduce proprietary transaction ideas to our clients.
GreenMount can assist with evaluating whether our clients are “investor-ready” from a financial and tax perspective and we can also provide them with capital raise support.
Our team provides a full breadth of buy and sell side due diligence services, analysing and quantifying financial risks so there are no surprises. We identify opportunities to unlock deal value and provide an output that is fit for purpose.
We tailor our due diligence approach to your requirements, focusing on the key areas that drive value.
We support clients in mitigating financial and tax risks (and monetising opportunities) contractually, through reviewing and negotiating sale and purchase agreements from a financial and tax perspective including consideration of purchase price adjustments, purchase price allocations and / or via insurance.
Our team has extensive experience providing sell-side support to management teams, which can be provided through all stages of the transaction lifecycle, from planning and preparation to execution.
Working alongside our clients, we offer a tailored solution ranging from preparation of a databook to providing a branded deliverable to bidders. We can support management with data room preparation, bidder Q&A process and sale documentation.
GreenMount’s Operating Partner Services team focuses on the needs of private capital providers (debt and equity) seeking to optimise the performance of portfolio companies.
We specialise in bringing our senior, experienced people to work within your portfolio company to diagnose, develop improvement strategies and implement them to redirect the company back to growth and high performance.
Focusing on five key areas:
Working with private capital is what we do, so we back ourselves from the start.
We see great value intaking this understanding and providing tailored performance advisory support to underperforming portfolio companies in a way that recognises the expectations of the investor and works alongside supporting management.
We back ourselves to be able to help by undertaking an initial high-level diagnostic review of the portfolio company and present our findings free of charge.
