Every M&A and private equity transaction has to abide by various tax and regulatory requirements, be it while contemplating a strategic acquisition, divestment, corporate restructuring, merger, demerger, business/asset sale, reduction of capital, buyback, balance sheet right sizing, inbound or outbound acquisition, sale of shares or any other form of restructuring. Understanding and devising a strategy can help mitigate transaction risks and costs and also ensure it to be compliant from a regulatory perspective.
Tax and Regulatory Compliance in M&A and Private Equity Transactions
KPMG in India’s Deal Advisory, M&A tax practice works closely with clients to help identify tax and regulatory issues in the transaction and provides an approach that meets the desired commercial objectives.
KPMG in India ranked among the top 5 investment banks by both deal value (No. 4) and deal count (No. 5) in the Venture Intelligence League Tables. This recognition reflects our focus on strong execution and meaningful outcomes.
Our offering comprises a broad range of tax and regulatory services that include:
Additionally, we conduct tax due diligence, provide negotiation support and offer structuring and documentation review for private equity, strategic and financial deals
We also work closely with family and promoter driven businesses and help in the areas of succession, next generation handover, governance, growth, exit strategies and wealth preservation.
Our team helps you focus on key areas through critical stages from ideation to implementation
The KPMG advantage
KPMG in India’s Deal Advisory, M&A tax practice helps companies avoid fiscal pitfalls and helps avert unpleasant, post-transaction surprises. In addition to identifying potential tax costs/risks and proposing actions or methodologies to reduce negative effects on deal value, we also try to identify potential tax effectiveness opportunities to help enhance the deal value and propose actions or methodologies to capture those opportunities. We help clients identify and manage material tax exposures, look beyond the immediate impact, and design deal structures that enhance post-tax returns. We work closely with companies to identify tax and regulatory issues in their transactions and provide tools that can meet desired commercial objectives.
Tax can have a significant impact on an M&A deal, and hence it is essential to identify and address tax-related risks at an early stage. We recognise this fact and have worked towards meeting clients’ expectations through:
Driving growth with Deal advisory, merger and aquisitions tax
- Art of deal making 2026
- Naveen Aggarwal
- Arti Venugopal
In an environment marked by persistent uncertainty and heightened scrutiny on returns, private equity and asset management firms are increasingly focused on disciplined capital deployment and driving tangible value from existing portfolios tangible value from existing portfolios.
In India, strong underlying growth, deepening private markets and sustained investor interest continue to create opportunities, even as firms remain selective in their investment approach. The ability to combine sector expertise, operational transformation and AI-led insights will be critical to unlocking value, navigating market cycles and delivering consistent, long-term returns.
Arti Venugopal
Partner, Tax Deal Advisory-M&A
KPMG in India
Deal structure is not just about how you execute a transaction; it influences the economics of the deal - from the liabilities you inherit and tax benefits you unlock, to how you ultimately integrate and create value. The right structure optimises value across the life of the deal.
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