Tax advisors and deal structuring teams
Tax Due Diligence
Tax exposures don't survive a change of control quietly. We model Section 382 NOL haircuts, test transfer pricing against arm's-length benchmarks, map state-nexus footprint from actual revenue, and validate R&D credits against documentation.
Capabilities
What you get out of the box
A complete workstream — prebuilt orchestrators, KPI thresholds, red-flag checks, and IC-ready outputs.
- Effective tax rate
- Section 382 NOL risk
- Transfer pricing
- State nexus
- R&D credit review
- Unrecognized tax benefits
Key KPIs from L0
Related solutions
Explore other deal types.
Underwriters, SPAC sponsors, de-SPAC deal teams
Pre-IPO / SPAC Due Diligence
Big 4-grade readiness in days, not weeks. Revenue quality, earnings quality, 18-dimension IPO readiness scorecard, cap table with dilution waterfall, SPAC sponsor promote, de-SPAC mechanics with 4 redemption scenarios, fairness analysis verified against L0 actuals.
ExploreSecondaries desks, PIPE investors, wealth managers
Secondaries & PIPE
Position health checks, float analysis, short/options risk, readiness scoring, investor narrative for follow-on materials.
ExploreEvent-driven funds, distressed investors, activist funds
Special Situations
Restructuring, recap, litigation, regulatory — event-driven thesis analysis with probability-weighted recovery scenarios.
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