Transaction Cost Opportunities in Private Equity Transactions
Transaction Cost Opportunities in Private Equity Transactions
WEBCAST

Transaction Cost Opportunities in Private Equity Transactions

Webcast overview:

Following a strong 2018, with over 3,200 deals in North America totaling approximately $280 billion in aggregate value, private equity deals have faced a challenging 2019 with continued volatility and each quarter’s metrics falling below the prior year. However, Q3 2019 has seen an uptick in the aggregate deal values from Q2 2019. With fewer deals in the market, PE buyers, sellers, and PE-backed companies incurring transaction costs should consider the tax treatment and potential tax benefits of those costs to improve cash-tax positions and return on exit now or in the future.

Professionals from KPMG’s M&A Tax and Washington National Tax practices discuss the risks, opportunities, and leading practices for the tax treatment of costs incurred in connection with Private Equity transactions. The webcast discussion includes:

  • General U.S. federal tax treatment of transaction costs
  • Opportunities beyond deductibility: “location,” geography, and exit
  • Recent guidance from the IRS regarding transaction costs
  • Tax reform impact and considerations

Speakers:

Megan Fitzsimmons

Megan Fitzsimmons

Managing Director, Mergers & Acquisitions Tax, KPMG US

John Geracimos

John Geracimos

Managing Director, WNT Corporate, KPMG US

Regina Gilinsky

Regina Gilinsky

Manager, Mergers & Acquisitions Tax, KPMG US

Rebeccah Lilas

Rebeccah Lilas

Manager, Mergers & Acquisitions Tax, KPMG US