Mergers & Acquisitions Tax Services
Senior-led M&A tax advisory delivering Big 4–quality expertise with practical, deal-relevant guidance across the full transaction lifecycle.
Our M&A Tax Services
Transaction-Focused M&A Tax Advisory
Insight Tax Advisors provides M&A tax services designed for private equity firms, family offices, independent sponsors, and their portfolio companies. We work alongside investment bankers, Quality of Earnings advisors, and M&A legal teams to support transactions with practical, deal-relevant tax insight delivered by experienced professionals.
Our approach is hands-on and senior-led, focused on identifying risks, quantifying exposures, and providing clear guidance grounded in real transaction experience — not theoretical analysis.
Tax Modeling
Model tax outcomes to evaluate alternatives and support transaction decisions. This includes basis step-ups, elections, and structural impacts.
280G Analysis
Evaluate change-in-control payments and potential excise tax exposure. We quantify outcomes and assess available mitigation strategies.
Transaction Structuring
Design transaction structures that balance tax efficiency with execution. We focus on clarity, simplicity, and knowing when complexity is required.
Tax Exposure Remediation
Develop resolution strategies for assumed or identified tax exposures. This includes voluntary disclosures, filings, and implementation of remediation plans.
Sell-Side Tax Readiness
Prepare for sale by identifying tax exposures early and addressing issues before buyers enter. This helps control the narrative and reduce friction.
Purchase Price Allocation
Align transaction agreements with intended tax outcomes before closing. After close, we support accurate, defensible IRS reporting and required allocations.
Buy-Side Tax Due Diligence
Evaluate tax risks and exposures regardless of transaction structure. We dig into the data to quantify issues and support informed decision-making.
Tax Basis Calculations & Analysis
Assess potential tax basis step-ups and transaction economics. We help buyers evaluate long-term tax benefits.
Tax Attribute Preservation & Analysis
Assess the impact of transactions on NOLs and other tax attributes. We help protect value and avoid unintended limitations.
Sell-Side Tax Due Diligence
Support auction and negotiated sales by identifying and explaining tax issues upfront. Our collaborative approach minimizes disruption and helps keep the transaction moving.
Transfer Tax Analysis – Asset Sales
Evaluate transfer taxes triggered by asset sales, including sales, use, and real estate taxes. Our analysis accounts for exemptions and jurisdictional differences.
Transfer Tax Analysis – Real Estate
Analyze transfer taxes related to indirect real estate ownership changes. We navigate complex state transfer tax rules involving entities, leases, improvements.
Who We Support
We work alongside transaction teams to ensure tax considerations are addressed early, clearly, and in alignment with deal strategy — not as an afterthought.
Typical Transaction Partners
Private Equity Firms
Portfolio Companies
Family Offices
Independent Sponsors
Investment Bankers
QofE Advisors
M&A Legal Teams
Transaction Experience
Our team has supported lower middle-market and middle-market transactions across a broad range of industries and deal structures. We scale our work to the needs of each engagement, delivering red-flags summaries, executive-level reporting, or full tax due diligence as appropriate.
With decades of transactional experience, we focus on practical issue identification, exposure quantification, and actionable solutions—helping clients navigate transactions efficiently and with confidence.
Why Insight for M&A Transactions
Senior-level experts personally lead each engagement
Decades of Big 4 federal and state tax experience
Practical, deal-focused tax advice grounded in real transactions
Deleveraged model focused on depth, not volume
Experience across a broad range of industries and transaction types
SCALABILITY
How we support transactions of varying size and deal complexity.
CLIENTS SERVED
Who we support across private equity and transaction teams.
INDUSTRIES SERVED
Where our transaction experience is applied across industries.
CROSS-BORDER
How we navigate U.S. tax considerations in global deals.
Mergers & Acquisitions Leadership
Let’s Discuss Your Transaction
Whether you are evaluating a transaction or navigating complex tax issues, our team is ready to help.Transaction-focused tax advisory supporting acquisitions, divestitures, and complex deal structures. Our team works closely with deal teams to identify risk, support negotiations, and drive informed decisions.
Ben Sparks
Managing Director & Founder
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Jim Kelleher
Managing Director & Founder
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