Private Equity

This sector includes investment funds that seek to acquire, manage, and maximize the value of companies, and then sell them or take them public.

At CB Strategy, we understand that each private equity fund has a unique approach depending on its investment strategy and the sectors in which it operates. Our team of experts works closely with private equity firms to help them maximize the performance of their portfolios. We offer a comprehensive approach that ranges from efficient tax planning and acquisition structuring to preparing for strategic exits. How we help our clients:

Due diligence and exit planning: We ensure that transactions are transparent and that all risk factors are properly assessed, helping prepare the company for a successful exit.
Customized tax strategies: We provide advice on the optimal tax structure for the acquisition and sale of companies, considering local and international regulations, as well as the tax implications of the transactions.

Compliance and regulation: We assist with compliance with the relevant tax and accounting regulations in each jurisdiction, minimizing the risk of audits and sanctions.
Capital structure optimization: We help design the best debt and equity structures that maximize returns for investors.

Our team of consultants, attorneys, and tax experts work collaboratively to understand the goals of investment funds, ensuring that each stage of the investment lifecycle is optimized for success.