Success Stories
A snapshot of recent work, transactions and key engagements. These examples demonstrate where we’ve supported clients on complex tax matters and delivered meaningful outcomes.
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Defence Software Specialist
K3 Tax Advisory is pleased to have supported the successful completion of a multi-million pound transaction in the defence software sector. Acting as tax advisers, Holly Bedford worked alongside K3 Deal Advisory and K3 Law throughout the due diligence phase, ensuring the tax implications of the deal structure were carefully considered and the client’s position…
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YFM Equity Partners
We advised YFM Equity Partners on its investment in TWO Services, a family-run specialist in commercial kitchen cleaning, maintenance and equipment supply. Our role focused on providing tax advice to support the transaction and the business’s next phase of growth. The investment will enable TWO Services to expand its engineering and cleaning teams, strengthen its…
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Waterbear Education
We advised on the sale of WaterBear Education, a specialist higher education provider for musicians and creative artists, to School of Arts, a private education group operating across France and Belgium. Our role focused on providing tax advice to support the transaction, including the exit of Maven Capital Partners and the Northern Powerhouse Investment Fund,…
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Ethos Partners
We advised Ethos Partners on its investment in Labyrinth Dental, one of the UK’s leading full-service dental laboratory groups. Our tax advice supported the transaction and helped ensure the investment structure was aligned with the founders’ continued involvement and the business’s long-term growth ambitions. The partnership will enable Labyrinth Dental to accelerate investment in its…
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Ramsden Group
We advised Argent Industrial on its £10.8m acquisition of Ramsden Group, a UK manufacturer of steel drums, pallets and industrial packaging solutions. Our role focused on providing tax advice to support the transaction, ensuring the acquisition was structured efficiently and aligned with Argent’s international growth strategy. The acquisition marks Argent’s expansion into the UK market,…
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Mobeus
We advised Mobeus Equity Partners on its £16.3m investment in Revive!, the UK’s leading mobile SMART auto repair network. Our role focused on providing tax advice to support the transaction, ensuring the investment structure aligned with Mobeus’ growth strategy and the business’s long-term expansion plans. The investment provides Revive! with a platform to accelerate the…
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Bay Tree Private Equity
We advised Bay Tree Private Equity on its investment in Medicare Insourcing Services, a leading provider of clinical insourcing services to the NHS. Our role focused on delivering tax advice to support the transaction, ensuring the investment structure aligned with Bay Tree’s growth objectives while providing a platform for future expansion. The investment will support…
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YFM Equity Partners
We advised YFM Equity Partners on its £7.6m investment in Swanky, a Shopify Platinum agency focused on delivering high-quality e-commerce solutions. Our involvement centred on tax structuring, helping to ensure the transaction was executed efficiently and aligned with YFM’s broader investment approach while supporting Swanky’s future growth ambitions. The funding will enable Swanky to expand…
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Finyx
We advised Finyx on its acquisition of Woodhurst, a 30-person consultancy specialising in financial services. Our role focused on delivering tax advice to support the transaction, ensuring the structure aligned with Finyx’s growth strategy while maintaining flexibility for future expansion. The acquisition strengthens Finyx’s capabilities in the financial services sector, enhancing its advisory offering and…
