Any advice on closing structure?

searcher profile

July 07, 2025

by a searcher from Ivey Business School at Western University in London, UK

I am closing a deal at the end of the month for a business based in the UK. As part of the deal we are looking to fund this through a combination of equity, in the form of a Shareholder Loan Note, as well as Term Loan Debt. Is there any considerations we should think of in terms of structuring this in the most tax efficent way and any view on setting the right PIK coupon. Any advice on closing structure would be helpful.
0
3
57
Replies
3
commentor profile
Reply by a searcher
from University of North Carolina at Chapel Hill in Charlotte, NC, USA
What an important question. Do you have a law firm and accounting firm that can answer take a look at your specific situation and chart our a plan. I've had our law firm do so and then I review it with my Legal Director on my Board. That's proven to be the best mode of operation for us to achieve the best structure for protection and flexibility in acquisitions.
commentor profile
Reply by a searcher
from University of St. Gallen in Wollerau, Schweiz
Thanks for the tag, but will not be able to help regarding UK tax
commentor profile
+1 more reply.
Join the discussion