Expertise
Our teams are highly experienced in complex transactions and deliver expertise to Australian, New Zealand and International clients investing into Australia and New Zealand.
GreenMount provides the following advisory services, creating value across the M&A transaction lifecycle:
• M&A Tax
• Operating Partner Services
We focus on private capital, partnering with Private Equity, Family Office, Property, Infrastructure and Corporate clients
Our Services
Fund Structure & Design
Our Trans-Tasman team is experienced in supporting the development of tax-efficient fund structures that meet all stakeholder requirements (i.e. GP, LP and portfolios) and ensure that each are taxed appropriately over the life of the fund having particular regard to cross-jurisdictional tax regimes, whether it be for a closed ended fund or on a ‘deal by deal’ basis.
Tax Due Diligence
Our team provides the full scale and breadth of tax due diligence services across Australia and New Zealand, with support for other jurisdictions through the network.
Approach can vary from ‘desktop’ issue identification to a pragmatic ‘red flags’ report or a full detailed due diligence report (appropriate for insurance and lending purposes).
Buy & Sell side Tax Structuring
At GreenMount we develop tax efficient buy or sell-side transaction structures that are fit-for-purpose, having regard to your commercial requirements (e.g. facilitation of future bolt on/carve-out transactions, refinancing, profit repatriation and exit considerations).
We work closely with you and your advisors throughout the deal process to ensure the structure is implemented appropriately.
Management Equity Plans
We design and implement tax-efficient management equity plans that meet your business objectives and advise on the associated tax compliance and reporting obligations.
Post Completion/ Implementation
Assistance is provided with implementation matters ahead of formal ‘handover’ to your compliance/general tax advisor:
- Tax registrations;
- Tax consolidation (including Tax Sharing and Funding Agreements);
- Capital gains tax rollover advice;
- Stamp duty;
- GST registrations and going concern matters; and
- Restructure advice.
Tax Advisory
Our team provides corporate direct and indirect tax advisory services on Australian and New Zealand tax matters. We can deliver advice that requires multi-jurisdictional support through our partnerships with trusted service providers.
We have the ability to procure the delivery of tax compliance services through our partnerships with trusted outsourced service providers.
Operating Partner Services
GreenMount’s Operating Partner Services team focuses on the needs of private capital providers (debt and equity) seeking to optimise the performance of portfolio companies.
We specialise in bringing our senior, experienced people to work within your portfolio company to diagnose, develop improvement strategies and implement them to redirect the company back to growth and high performance.
Focusing on five key areas:
Our Value Proposition
Flexible & Innovative
GreenMount offers bespoke services tailored to your desired outcomes.
Authentic
We pride ourselves in advising what is right, over what is easy. Confident in our abilities and experience, we form opinions, give guidance, and make recommendations.
Responsive
Our senior team are hands-on throughout the transaction process and will assist with issues that may arise in a timely manner.
Proactive
We consider ourselves an extension of your team and aim to keep one step ahead at all times. We ensure you are updated as our thinking develops to help avoid any ‘surprises’.
Valuable
Our expertise enables you to understand the target business, unlock value in a transaction and strengthen your negotiating position.