Partner
Active Directions brought together a team between our M&A services, a tax advisory partner, and law firm partner.
Client
Supplier into the agriculture and mining sectors
Client Need
The client was half-way through bringing in multiple new investors, and roadblocks were emerging to align all stakeholders on the transaction process and the target tax and legal structures. We were asked to play an independent facilitation role to close the transaction.
Referral context
Active Directions referred this engagement and together the tax and legal partners that would be a good fit for the industry, the size of transaction, and the readiness to address the client’s immediate needs.
Solution Overview & Impact
Our M&A advisory team, led by Andrew Sinclair, managed the process and brought in our tax advisory and legal partners to provide independent advice to all parties to achieve a consensus on the key transaction issues.
Outcome
We aligned all investors and were able to drive the investment transaction through to a successful conclusion alongside our partners.
