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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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…
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Babble
We provided buy-side tax due diligence on Babble’s acquisition of NTE, Talking Technology and Unicomm, alongside a customer base asset purchase. Our role focused on assessing tax risks across multiple transactions, supporting a fast-paced buy-and-build strategy. The acquisitions add significant scale to Babble’s platform, strengthening its position as a leading UK cloud services provider.
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OJ Health and Safety
We advised on Newable Compliance’s investment in OJ Health and Safety, a provider of training, consultancy and compliance services. Our role focused on the tax aspects of the transaction, ensuring the structure supported a scalable, subscription-based business model. The investment enables the business to expand its reach and support a wider base of SME clients…
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Clausematch
We advised on Corlytics’ acquisition of Clausematch, a provider of policy and compliance software. Our role focused on the tax aspects of the transaction, ensuring the structure supported the integration of complementary technologies and international operations. The acquisition creates a more comprehensive RegTech platform, enabling clients to manage regulatory risk across the full compliance lifecycle.
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T4 Mechanical and Electrical
We advised the shareholders of T4 Mechanical and Electrical on their sale to Sauter Automation, alongside related group companies. Our role focused on providing tax advice to structure the transaction efficiently, supporting a cross-border sale to a strategic buyer. The deal enables the shareholders to realise value while remaining involved and positions the business for…
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Bay Tree Private Equity
We advised on Bay Tree Private Equity’s backing of the management buyout of Hawco, a specialist distributor to refrigeration and industrial markets. Our role focused on the tax aspects of the transaction, ensuring the structure supported the management team’s transition to ownership and future growth plans. The deal provides a platform for expansion through both…
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YFM Equity Partners
We advised on YFM Equity Partners’ investment in London Drainage Facilities, a provider of planned and emergency drainage services. Our role focused on the tax aspects of the transaction, ensuring the structure supported a scalable service model across multiple end markets. The investment enables the business to build on its market position and expand its…
