Tax Structuring for Cross-Border Acquisition

  • 2025年8月18日

A U.S. private equity fund engaged FTI Consulting to support its acquisition of a UK-headquartered industrial manufacturer and the redomicile of the business to the United States.

Our Impact:
  • FTI Consulting delivered out-from-under tax planning that aligned the U.S. business with the U.S.-based private equity ownership structure.
  • Our experts facilitated a stepped-up tax basis and eliminated historic earnings and profits in foreign jurisdictions, thereby generating tax savings for the combined group.
  • The client successfully adopted a tax and valuation-led strategy to support long-term regulatory compliance and transaction efficiency.

Our Role:

  • FTI Consulting provided financial and tax due diligence across UK and U.S. teams and designed an acquisition structure aligned with client objectives and seller requirements.
  • Our experts implemented a post-close reorganization, including out-from-under planning and capital structure realignment.
  • The team prepared valuation reports and supported tax elections required to complete the reorganization.
  • FTI Consulting liaised with tax authorities and calculated transfer tax obligations tied to the redomicile of the acquired entity.

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出版

2025年8月18日

temp 主な連絡先

Melissa Wichman

Senior Managing Director, Leader of Transactions Tax

Paul Pritchard

シニア・マネージング・ディレクター

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