Minimize risks and maximize value in your transactions
The complexities of mergers and acquisitions require strategic guidance and expert insight, including when it comes to taxation. At PwC Sweden, our M&A and Private Equity tax team is dedicated to helping clients achieve the best possible outcome for their business, maximising value and minimising risks throughout every stage of the transaction process.
Tailored tax advisory for successful transactions
We provide customised solutions that address the unique challenges and opportunities of each deal, drawing on our extensive experience and deep understanding of the global deals landscape. Our team works closely with a diverse range of clients, including private equity firms, corporates, financial institutions, sovereign wealth funds, individuals, and family offices.
We have a long track record of buy-side and sell-side tax services, IPO’s, mergers and demergers, sustainable finance projects as well as fund structuring, strategic private equity tax advice and post-deal tax solutions. This ensures that every client benefits from our comprehensive approach and industry-leading expertise.
We are part of an extensive global network that we are happy to collaborate with to ensure seamlessly coordinated projects, enhancing the overall success of your deal.
At PwC Sweden, we are dedicated to delivering exceptional service and actionable insights that drive long-term value for your business. Our M&A and Private Equity tax team is here to guide you through your most critical transactions with confidence and clarity.
M&A tax
End to end
As dealmakers, we are not just validating the robustness of a target’s tax position but we consider the tax implications of your investment thesis as a whole. We help you to create, enhance and protect value throughout the deal lifecycle.
We do tax due diligence, but take our findings with us in our review or drafting of the transaction documentation. We build on this when structuring and working on the tax modelling and fund flows, and we help you also when the deal is done so you are able to get most value out of the deal.
Our experienced team at PwC Sweden is dedicated to providing the expertise and support you need to navigate these complex transactions successfully. Let us help you lay the groundwork for a seamless and profitable deal.
Executing the deal
We understand that deals can sometimes be stressful and involve complex processes and require a high degree of flexibility. Our tax and structuring experts are used to taking the lead and assisting you but don’t stop with a detailed step-by-step structure paper, but only when the deal is done. We are truly dedicated to guide you through the transaction, ensuring smooth execution and minimising disruptions.
ESG tax due diligence
In the M&A space, understanding the ESG landscape is critical. Our team does not only conduct tax due diligence but has also deep experience in the field of ESG tax, where it identifies potential risks and opportunities related to a target's tax strategy in the contents of its ESG performance.
Sustainable financing advice
Investing in green/social capital (bonds, loans and equity) is a strategic step towards sustainability. Our team provides expert advice on structuring these investments to optimise tax outcomes, making optimal use of existing (tax) incentives but also considering the non-financial reporting requirements that are put on a structure when committing to a certain standard.
Whether it's assessing tax implications, mitigating risk or ensuring compliance with evolving green finance regulations, we help clients make informed decisions that align with their ESG objectives.
Private Equity-skatt
Fund structuring
In the dynamic landscape of fundraising, the tax profile significantly influences fund structuring decisions. PwC offers comprehensive support to consider the tax impact of your fund structure and identify optimal options for underlying investments. Understanding the tax implications for investors and the effects on carried interest and co-investment plans is essential for informed decision-making. Our services extend beyond tax considerations to encompass efficient project management throughout the fundraising process. We can assist with all from carry and employee co-investment structuring, investor reporting, investor due diligence processes, review of the fund documentation, etc.
With PwC's expertise, you can navigate the fundraising landscape with confidence, achieving your objectives while maximising efficiency and minimising risks.
Private Equity Tax Strategy
Our M&A/PE Tax team is at the forefront of developing ESG tax strategies for private equity that align with our clients' corporate values and sustainability goals, regulatory requirements and frameworks but also translates in due diligence and tax structuring processes that can be followed by the fund when investing in portfolio companies. By incorporating ESG principles into tax structuring, we assist clients in navigating the regulatory landscape, mitigating tax-related risks, and devising tax strategies that span their portfolios. We help clients align their own strategies with investor expectations and demands, communicate on their strategy and efficiently implement them across their entire portfolio.
PE Portfolio Tax
PE Portfolio Tax is one of PwC Sweden's service offerings within tax, where we offer strategic value creating activities for Private Equity owned portfolio companies. By building long-term relationships with our clients, we understand our clients’ actual needs and can provide structured and coordinated holistic tax advice.
With our broad expertise within tax and long practical experience, we offer tailored services in the field of Swedish and international income tax, VAT and transfer pricing. We also have a wíde international network with carefully chosen colleagues who, like us, have extensive experience with tax in a private equity environment.
Our ambition
Our ambition is to create a long-term relationship and offer value creating advice throughout the entire ownership period, i.e. from when the portfolio company is acquired until the company is ready for divestment. For each client, a tailored assessment of the company’s current standing is made based on geographical footprint, operating strategy and historical tax management to identify challenges and opportunities from a tax perspective.
We are present during all stages of ownership
In our work we have chosen to divide the ownership of a portfolio company into three separate phases with different needs for tax advice in each phase:
Post Deal;
Holding; and
Exit Readiness.
PE Portfolio Tax offers tailored tax services during all phases. When giving advice, we always apply a holistic approach to ensure that all relevant tax areas are considered and that our advice can be implemented in a practical and effective way.
You can read more about each phase and how we can assist depending on where in the journey you currently are by clicking on the above links for each phase.
Read more about PE Portfolio Tax
Contact us
Andreas Silfverberg
Partner Tax, Private Equity Fund Structuring, PwC Sweden
Tel: +46 725-84 95 27
Femke van der Zeijden
Partner Tax, Private Equity Fund Structuring and ESG, PwC Sweden
Tel: +46 729 95 87 30
