Tax Considerations in M&A

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· EPISODE

249

The intricacies of tax considerations in a merger or acquisition (M&A) transaction cannot be overstated. These considerations play a crucial role in shaping the overall economics and structure of the deal, and can significantly impact the outcome for all parties involved. With expert tax planning and structuring, it is possible to mitigate the tax burden and maximize the benefits of the transaction. In this exclusive interview, Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, delves into the importance of tax considerations in M&A and provides valuable insights on navigating this complex landscape.

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Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP

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With expert tax planning and structuring, it is possible to mitigate the tax burden and maximize the benefits of the transaction.

‍

In this episode of the M&A Science Podcast, Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, delves into the importance of tax considerations in M&A transactions and provides valuable insights on navigating this complex landscape.

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Things you will learn in this episode:

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Tax complexities
Buyer’s tax considerations
Seller’s tax considerations
Gross-up in negotiations
Net-operating losses

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Lesley Adamo

Lesley works closely with clients, as well as her corporate colleagues, to understand clients' business objectives and help ensure that transactions are structured tax-efficiently. She provides counsel on a variety of transactional tax matters, including corporate, partnership, and individual tax issues arising at the federal, state, and international levels, and she advises clients in connection with mergers and acquisitions, joint ventures, fund formation, and the various tax issues specific to startup businesses and their founders. Lesley also has extensive experience in various other tax matters, such as cross-border transactions, blockchain transactions, qualified opportunity funds, bankruptcy-related issues, and derivative transactions.

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