Jerry and his team were hired together with our investment banking colleagues to perform buy-side banking and buy-side diligence services. Jerry and his team were hired specifically to provide structuring and tax due diligence services in connection with our client’s acquisition of a holding company and 10 subsidiaries/assets from a non-U.S. seller.
Work performed:
- Worked with counsel to advise on the tax impact of the acquisition of the intellectual property, which had been moved from one EU jurisdiction to another to gain material tax benefits
- Performed tax due diligence on the material tax jurisdictions
- Advised on the integration of the target entities with the client’s U.S.-based retail company
Note: This work was performed prior to joining Stout.