Advanced Search

v2.0

Tax advisors

A&M partners with Pactio

Partnership enhances the firm’s M&A tax advisory services with Pactio’s transaction structuring automation tools

Untangling Pillar 2 implications

Pillar 2 may not mean more tax for most GPs but it could be a compliance headache

Borne but not raised

A tight fundraising and deal-doing environment has GPs pondering how to structure aborted deal costs

ATOZ Services swallows up Fund Solutions

Corporate and tax services provider aims to build out its fund admin capabilities

AC Christes & Partners moves to Munich

Firm aims to offer transaction advisory, audit, tax, valuation and post-merger integration services from its new location

A&M Tax appoints ASEAN tax lead

Singapore-based Shantini Ramachandra was previously a partner at Deloitte

EY expands UK private credit tax team

Gabriel Iliuta (pictured) and Elliott Morley join as partners to the firm

Operational utopia

If operations professionals made all the decisions, what would the perfect PE firm look like?

A&M expands UK tax team

Formerly with Kroll and Mazars respectively, Andy Murray (right) and Prasam Patel (left) join the professional services firm as managing directors

Comment: Who’s afraid of the US tax system?

James Debate, corporate senior tax manager at USTAXFS, explains how European PE firms can unpick the US tax system to win over US pension fund investors

Home game Sweden

A change in tax legislation and ethical considerations are leading Swedish PE firms to onshore their funds

JTC acquires Blackheath

Fund administrator expands its ManCo services for UK-based funds

Comment: Pillar Two ex post

Asset managers need to carefully consider the implications of Luxembourg’s proposed implementation of the OECD’s Pillar Two rules, argue Bastien Voisin, Yann Ricard and Olha Polishchuk of Goodwin

Carta launches fund tax tool

Fund admin aims to support with fund accounting and taxation, real-time allocation calculations and draft K-1s for LPs

Apex acquires Watermark

The fund administrator has infiltrated the Portuguese market

KKR expands operations to Gurugram

Firm’s new office in India’s second largest tech hub to house finance, operations, human capital and technology teams

IDR appoints tax services director

Robin Silverthorne joins from NatWest Group

DIY in the wild wild East

Across Lebanon and Palestine, enterprising GPs are piloting their industry with no legislative framework or operational ecosystem, as Matthias Plötz investigates

A&M moves to Vienna

Firm has hired ex-AxFina CEO Bernhard Engel to lead Austrian office

Gen II launches strategic and digital solutions group

Robert Caporale has been appointed as group president

Valutico partners with Integra International

Tax, audit and accounting association will offer Valutico’s valuation services to its clients

Around the books in 80 days

GPs' travels through the auditing process

The qualifying factor

To what extent is the QAHC regime benefiting the UK alternative funds industry?

A&M Tax appoints senior director

Rasmus Steiness joins from Deloitte

Comment: Future-proofing operational models key to supporting global GP ambitions

Elliot Refson, head of funds at Jersey Finance, says the jurisdiction’s JPF and LLC structures provide stability in a turbulent environment

The Drawdown Awards 2023: Winners announced

Congratulations to all of the winners of The Drawdown Awards 2023

5 minutes with… Priya Iyer, CEO of Concertiv

We sat down with the CEO to discuss how a company originally conceived to cut travel costs for six investment banks has grown into a leading provider of outsourced procurement services for mid-market firms.

A&M’s Taxand team makes senior hire

Rhys Owen joins Alvarez & Marsal’s fund taxation practice from EY

Advice: Cash issue

Significant tax changes will affect how partners in the UK are taxed, including members of LLPs, warns CM Murray partner Corinne Staves

Morgan Lewis opens second Germany office

The office will be launched by three partners – Florian Harder, Florian Ziegler and Jann Jetter

Talos partners with Formidium

The partnership combines fund administration services with digital asset trading strategies

‘CFOs are embracing their role as strategic leaders’

Key takeaways from EY’s 10th annual Global Private Equity Survey

Comment: Known or knowable? It depends

Nic Müller, CEO of Avega Capital Management, looks at a recent clarification to the IPEV guidelines, and hopes greater harmonisation is coming

Centralis launches AML service

Gary McLean will lead the firm’s new offering

73 Strings partners with Alvarez & Marsal

Partnership will see 73 Strings provide portfolio monitoring and valuation solutions to mutual clients

“QAHC, QAHC!”

The Qualifying Asset Holding Company regime is set to close the gap between the UK and other fund domiciles

Daring to be different

Having enjoyed several years of stellar growth, have Asian fund managers done enough to ensure their firms are operating in a robust enough manner to weather the gathering global macroeconomic storm?

Apex acquires Mainspring

The acquisition sees all 70 Mainspring employees across two UK offices and £9.7bn in AUA move to Apex

PE firms under pressure to outsource

There has been a significant increase in enquiries from PE firms looking to outsource since last year, Ocorian reports

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

TDA 2022 Advisory/Consultancy: Tax winner: Macfarlanes

Macfarlanes' team explains how their cross-departmental collaboration sets them apart from their peers

Champions league

The Drawdown Awards recognise the very best in private equity operations, awarding outstanding service provision and operational leaders.

Operational lens: Summa Equity Fund III

Summa’s latest fund was almost quadruple the size of its predecessor, despite being raised remotely. General counsel Martin Sjölund, talks us through their Swedish fund structure, the bespoke onboarding solution, tackling compliance heavy ODD and Summa’s supportive partners.

haysmacintyre appoints new managing partner

Natasha Frangos takes over the role from Jeremy Beard who has led the business for the past three years

Scerbo joins A&M

John Scerbo, previously CFO of L Catterton for 13 years, will lead the firm’s new fund management solutions offering

Centralis acquires Wheelhouse

The deal marks an exit for previous backers Pelican Capital

Apex buys FTS

The US business provides tax planning, compliance and structuring to PE and RE funds

PwC Luxembourg adopts Diligend

Use of Diligend meets PwC Lux aims to better support its clients with due diligence, ongoing monitoring and oversight needs

Finance function seeks tech talent

Intertrust’s latest survey found most CFOs expect to hire professionals with this skill set over the next three years

CFOs: cost and resource constraints prevent ESG integration

Intertrust’s latest survey found this to be the biggest obstacle CFOs face when integrating ESG into their investment processes

ATAD 3: How will private equity measure up?

Andrew Howard, Ropes & Gray tax partner, outlines his thoughts on the likely impacts on private equity of the ‘ATAD 3’ EC proposal, designed to prevent the misuse of shell entities for tax purposes

Bridge Alternatives launches outsourced CFO business

Along with the new business line, Bridge Alternatives has hired Kyle Fields from SS&C as CFO

Taxation of partners: Changes expected

Alex Conway of Crowe UK details expected changes as to how partners will be taxed following the government’s current consultation

The Drawdown Awards 2021: Winners announced

Congratulations to the winners of our recent 2021 Drawdown Awards

Livingbridge’s Conway joins Crowe

Jono Clare has been named as the GP's new head of tax

Wheelhouse partners with RFA

The partnership aims to help investment firms with specific reporting and compliance requirements

TowerBrook invests in EisnerAmper

EisnerAmper provides comprehensive audit, accounting, advisory, consulting and tax services as well as analytical insights to clients

The Drawdown Awards 2021: Finalists Announced

Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist

The ID Register partners with KPMG

The alliance provides clients with "a smoother, more cost-effective onboarding fit for purpose in the 21st century"

Right-sourcing

A year of remote working has catalysed already changing attitudes when it comes to recruitment versus outsourcing