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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EcoGenR8
We advised on United Living’s acquisition of AFECO, a specialist engineering services provider to the water, marine and energy sectors. Our role focused on the tax aspects of the transaction, ensuring the structure supported integration within the group’s Infrastructure Services division. The acquisition enhances United Living’s capability in water and energy infrastructure and supports its…
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Challenge Packaging Ltd
We advised the shareholders of Challenge Packaging on their sale to Logson Group, a leading independent packaging platform. Our role focused on providing tax advice to ensure an efficient structure for the transaction and alignment with the shareholders’ exit objectives. The deal delivers a successful exit while positioning the business for continued growth within a…
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Treun Capital
We provided tax due diligence for TREUN Capital on its investment in the management buyout of Cluttons, a strategic property consultancy. Our role focused on assessing tax risks and supporting the transaction, ensuring alignment with the firm’s growth strategy and long-term investment model. The deal enables Cluttons to accelerate its development across core service lines…
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UK Electronics
We advised the shareholders of UK Electronics on their transition to an Employee Ownership Trust. Our role focused on providing tax advice to structure the transaction efficiently, supporting the founders’ succession plans while ensuring compliance with EOT requirements. The transition enables the business to preserve its culture and legacy while empowering employees to drive its…
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Law Print & Packing Management Ltd
We provided tax advice to the shareholders of Law Print & Packing Management Ltd on their sale to SCG Packaging, a Thailand-listed global packaging group. The transaction delivered a full exit for the founders and supports SCG Packaging’s expansion into the UK and European markets. The deal creates strong strategic synergies, enhancing product offering, international…
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Chiltern Solar
We advised the shareholders of Chiltern Solar on their sale to Agrivert, a provider of renewable energy and environmental services. Our role focused on providing tax advice to structure the transaction efficiently, supporting the founders’ exit and retirement plans. The deal enables the business to continue its growth within a broader renewable energy platform while…
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YFM Equity Partners
We provided tax due diligence to YFM Equity Partners on its investment in GEEIQ, a data intelligence platform focused on the metaverse. Our role focused on assessing tax risks and supporting a Series A investment, ensuring alignment with a high-growth, international technology business. The funding supports GEEIQ’s continued scale-up and expansion as brands increasingly invest…
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Lucena Capital
We provided tax due diligence and structuring advice to Lucena Capital on its investment in Impress Group, a precision engineering services provider. Our role focused on assessing tax risks and designing an efficient structure to support a founder succession and management transition. The transaction enables a smooth leadership transition while providing a platform for continued…
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ABC Glass Processing
We advised the shareholders of ABC Glass Processing on their transition to an Employee Ownership Trust. Our role focused on providing tax advice to structure the transaction efficiently, ensuring compliance while supporting the founders’ succession objectives. The transition enables the shareholders to realise value while preserving the company’s legacy and empowering employees in the next…
