Whether you’re acquiring, selling, restructuring, or merging businesses—in Canada or across borders—we provide practical, deal‑focused tax advice tailored to your needs. 

Mergers, acquisitions, and divestitures create both opportunity and risk. Our M&A tax specialists work alongside your business, as well as private equity and strategic investors, from early planning through execution and post‑deal integration. We can help you manage risk, unlock tax efficiencies, and create long‑term value. 

Support your transaction with proactive tax advice

Whether you’re growing your business, an established mid-market organization, or a large enterprise, M&A tax helps ensure tax is treated as a strategic lever, rather than an after thought. We can help with informing deal structure, supporting negotiations, and identifying opportunities because we understand that these transactions can be transformational. The right tax approach can help preserve value, reduce uncertainty, and support long-term success. 

"No two businesses or transactions are the same. We work alongside our clients to understand their unique circumstances and deliver tax strategies that help them make informed decisions, navigate complexity, and create long-term value."
Alex Smith Partner, Tax

Tax support across the M&A lifecycle 

We take an end‑to‑end approach to M&A tax, aligning tax strategy with your strategic objectives at every stage of the deal. 

Early tax insight and due diligence help identify potential issues before they become obstacles and highlight opportunities that can shape deal structure and pricing. 

We can help:

  • Assist with tax diligence, evaluating tax risks, and exposures. 
  • Assess impact on purchase price and related transaction framework. 
  • Evaluate alternative transaction structures and model tax outcomes.  

Our advisors work closely with your legal, finance, and deal teams to help you design a tax‑efficient structure that supports your strategic goals while managing complexity. 

We can help:  

  • Structure acquisitions, divestitures, and reorganizations. 
  • Advise on share vs. asset transactions. 
  • Explore funding alternatives. 
  • Plan and execute cross‑border transaction planning. 
  • Support with reviewing purchase and sale agreements.  
  • Navigate advance tax rulings and negotiations with tax authorities, where required. 

Buy‑side transactions 

We can help: 

  • Conduct tax due diligence to identify and manage historical and future tax exposure. 
  • Design tax-efficient acquisition structure. 
  • Perform tax modeling and scenario analysis. 
  • Provide post‑closing tax planning and integration support. 
  • Review representations and warranties insurance from a tax perspective. 

Sell‑side transactions

We can help: 

  • Perform exit readiness assessments and sell-side tax diligence reports. 
  • Implement pre‑sale reorganizations to make transactions more efficient. 
  • Support vendors throughout the tax due diligence process. 
  • Identify opportunities to optimize after‑tax proceeds through proactive tax planning. 

Closing the deal is only the beginning. Effective post‑transaction tax planning helps preserve value and avoid surprises. 

We can help: 

  • Implement post‑acquisition reorganizations. 
  • Integrate tax compliance, reporting, and finance and operational structures for streamlined processes. 
  • Analyze acquisition cost to identify recovery opportunities. 
  • Provide ongoing domestic and cross‑border tax support. 

Work with us