Advice across the full deal life cycle.
Finance, tax, technology and integration specialists work together on your deal, from first look through close, the hold and exit.
Buy-Side
Diligence, modeling and structuring support from first look to close.
- Financial and tax due diligence
- Financial model development and bid model review
- Tax structuring and purchase agreement review
- Completion accounts and leakage reviews
- Technology, cyber and AI diligence
Sell-Side
Preparation that helps you go to market with a clear, well-supported story.
- Data room preparation and pre-sale tax structuring
- Sell-side financial and tax due diligence
- Purchase agreement and completion accounts reviews
- Management preparation and technology CIMs
Integration & Separation Advisory
Planning and execution that protect value through carve-outs and integrations.
- Carve-out diligence and standalone requirements
- Synergy assessment and TSA development
- Integration and separation management offices (IMO/SMO)
- Target operating model design
Post-Closing
Support after close to capture tax opportunities and keep compliance on track.
- Tax elections, filing calendars and fixing tax exposures
- Purchase price allocations and working capital
- State nexus studies, transfer pricing and withholding taxes
- Transaction cost analysis and management incentive agreements
- Co-sourcing, processes and controls
Modeling
Transparent financial and tax models built for complex transactions.
- Three-statement and infrastructure deal models
- Capital investment and project finance models
- Partnership, blocker and renewables tax modeling
- Asset management dashboards and NAV calculations
- Model updates as tax legislation changes
Technology, Data & AI
Technology and AI advice that starts with your investment thesis, not the tech stack.
- Technology, cyber and AI red flag reviews and full diligence
- AI readiness assessments
- Data and AI value creation roadmaps
- Exit readiness, vendor technology diligence and technology CIMs
Valuation and Cost Segregation
Valuation, cost segregation and M&A tax expertise under one roof, with deep renewable energy experience.
- Purchase price allocations (ASC 805) and portfolio valuations
- Valuations for tax credits, tax insurance and repowering 80/20 tests
- Cost segregation across all industries
- Support in IRS audits and appeals
Property Tax Services
Guidance on the property tax implications of transactions and new developments.
- Property tax due diligence and exposure reviews
- Property tax model reviews and construction
- Credits and incentives, including abatements and PILOTs
- Property tax optimization
Tax Insurance
Tax risk evaluation that supports underwriters and brokers.
- Underwriting assistance and evaluation of submissions
- Drafting and reviewing submission materials
- Post-submission support
FIRPTA
Advice for non-US investors on the Foreign Investment in Real Property Tax Act.
- USRPHC status analysis
- Withholding certificate applications
- Structuring and exit planning
- FIRPTA valuations
Public-Private Partnership (P3) Services
Tax and modeling support for public-private partnership projects.
- Critical tax assumptions
- Financial modeling
- Tax structuring
- Concession documentation review
Not sure where to start?
Tell us about your deal and we’ll bring the right team.