Any advice on closing structure?

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.
from University of North Carolina at Chapel Hill in Charlotte, NC, USA
from University of St. Gallen in Wollerau, Schweiz