Ian leads Taxand’s global M&A tax service line. He is based in Taxand UK where he is a Managing Director with Alvarez & Marsal Taxand UK. He brings 19 years of experience in corporate and international tax advisory, with deep expertise in transaction tax and mergers & acquisitions for private equity firms.
Ian has advised large- and mid-market private equity firms on their acquisitions and disposals. He has led many international due diligence projects from both sell-side and buy-side perspectives. He has also applied his knowledge of substantial shareholdings exemption and de-merger provisions to advise portfolio groups on their post-acquisition strategy, helping them improve their tax profile and prepare for exit or refinancing.
Ian brings extensive experience in structuring transactions tax efficiency to maximise returns to investors on specific cases, including multi-jurisdictional acquisition structures, US entities' investments in Europe and the implications for management. He has also advised on distressed debt acquisition structures.
Prior to joining the UK Taxand practice, Alvarez & Marsal Taxand UK, Ian was with the Private Equity Tax group of KPMG, where he advised key private equity clients on their acquisitions and disposals. He also spent a year serving as Head of Tax at a FTSE company. Whilst in this role, he was responsible for improving tax processes and managing all tax aspects of their acquisitions and restructuring.
Ian earned a bachelor's degree in accountancy and finance from Kingston University and is a qualified Chartered Accountant (ICAEW) and Chartered Tax Adviser (CTA). Ian is a UK national.