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About the Training
Tax considerations play a critical role in shaping private equity and M&A transactions, influencing everything from deal structuring and fund formation to acquisitions and exit strategies. With increasing cross-border capital flows and greater regulatory scrutiny, investors and deal professionals must navigate complex frameworks while ensuring tax-efficient structures. This masterclass provides practical insights into the tax implications of private equity deals, M&A transactions, and global investment structures across key jurisdictions.
The program will explore tax structuring strategies, regulatory developments such as GAAR and BEPS, and commonly used investment routes including Singapore, Mauritius, and GIFT City. Participants will also examine tax considerations in acquisitions, fund structures, and exit planning including IPOs, secondary sales, and ESOP liquidity through practical frameworks and real-world case discussions relevant to today’s private market ecosystem.
Overview
• Understand tax structuring strategies in private equity and venture capital transactions
• Learn how cross-border investment routes such as Singapore, Mauritius, and GIFT City impact deal taxation
• Gain practical insights into tax considerations in M&A transactions including share vs asset purchases
• Explore regulatory developments including GAAR, BEPS, and evolving AIF frameworks
• Examine tax implications of secondary transactions, continuation funds, and fund restructuring
• Understand exit taxation strategies across IPOs, secondary sales, buybacks, and ESOP liquidity
• Real-world case discussions on structuring global PE investments and acquisitions
Agenda
10:00 AM onwards
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10:00 AM – 12:00 PM
Tax Structuring in Private Equity Deals: India & Cross-Border Capital
Focus Areas -
- Tax implications of primary vs secondary transactions
- Structuring investments through Singapore, Mauritius and GIFT City
- Impact of GAAR and BEPS regulations
- Tax considerations in continuation funds and secondary exits
- Case study: structuring a cross-border PE investment
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12:00 PM – 2:00 PM
Tax Considerations in M&A Transactions
Focus Areas -
- Tax diligence frameworks in acquisitions
- Share purchase vs asset purchase structures
- Tax optimisation in strategic acquisitions
- Capital gains and withholding tax implications
- Lessons from recent large PE-backed acquisitions in India
10:00 AM onwards
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10:00 AM – 12:00 PM
Tax Strategy for PE/VC Fund Structures
Focus Areas -
- Structuring PE/VC funds in India vs offshore jurisdictions
- LP taxation and carried interest
- Tax implications of fund restructuring and continuation vehicles
- Regulatory updates for Alternative Investment Funds (AIFs)
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12:00 PM – 2:00 PM
Exit Taxation & Secondary Liquidity Strategies
Focus Areas -
- Tax considerations in IPO exits
- Secondary share sales and buybacks
- Structuring exits for global PE investors
- Tax planning for ESOP liquidation and founder exits
Do you have any queries?
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