Jared Fontaine

Sep 30, 2024 | mondaq.com | Scott Semer |Stefan Stauder |Jared Fontaine

Taxes—or as tax lawyers like to say, rendering unto Caesar what is Caesar's, but no more than what is Caesar's—are one of the most important considerations that drive the structure and terms of co-investments. Whether a proposed co-investment has a structure optimized for the particular tax profile of an investor will often determine whether the co-investment is viable from both a return and process perspective. There are three main issues that the tax structure of a co-investment must address.

Feb 2, 2024 | lexology.com | Guy Berman |Laurie N. Duke |Jared Fontaine |Michael Horwitz |Neville Jugnauth |Meghan McKeever | +13 more

Find out more about Lexology or get in touch by visiting our About page. RegisterTo view this article you need a PDF viewer such as Adobe Reader. If you can't read this PDF, you can view its text here. Go back to the PDF. This report captures sentiment in the private equity community at a time of transition. The past few years put pressure on core areas of the business, with macroeconomic headwinds restricting both dealmaking and fundraising.