A&M’s Tax Advisory Services team supports pension, sovereign and other tax-exempt clients with a strong understanding of the applicable tax exemptions, regulatory environment and related rules that apply when investing as or engaging with a tax-exempt investor. Given the importance of the tax exemption and regulatory environment, the team is often engaged by clients to provide advice at every stage of the business and investment cycles. This includes:

• Set up and policy creation;
• Governance and risk management;
• Training;
• Direct investments such as initial identification, structuring, modelling, diligence, review of legal agreements, post close work, integration and day-to-day advice;
• Secondary investments including structuring bespoke or “founder” funds and negotiating side letters, among others; and
• Reorganizations and divestitures.

METHODOLOGY & TOOLS – HOW CLIENT DELIVERY WORKS

BENEFITS

• Experience: The team brings a unique expertise and focus when working with tax-exempt entities, having worked with most of the major Canadian pension plans, Crown corporations, governmental and other legislatively created entities as well as numerous sovereign wealth funds, investment boards and asset managers. Because of the nature of this work, the team is familiar with the tax, legal and investment teams. 
• Risk reduction: A&M can provide investors with peace of mind surrounding their transactions and investments, especially when it comes to preventing risks to tax exemptions or missed investment opportunities. 
• Value: Through detailed analysis, consideration and review, we drive value by reducing opportunities for tax to arise for those entities where it should not, and decreasing the risk of a loss of tax-exempt status and related implications that are often overlooked.

WHY A&M TAX FOR THIS SOLUTION

Our transactional and focused advisory experience with both pension plans and sovereign wealth funds provides a unique opportunity to identify and create value throughout the entire investment lifecycle.

• Senior-led team: A&M’s engagements are all directly led by senior leadership with cutting-edge thought leadership and technology. Through their hands-on approach, they provide industry experience to Clients and deliver both operational and strategic solutions and resources. 
• Expertise: We offer deep global experience that allows us to provide services that meet Clients’ risk profiles and provide functional services regardless of the size of the investment or investor.
• Independence: A&M’s Tax Advisory Services team is not an audit firm, giving us the freedom to move nimbly. 
• Holistic: We provide end-to-end custom services with the aim to be a trusted advisor and one-stop-shop for pension plans and sovereign wealth funds as they navigate their investments or need to better understand their tax profiles. As a part of the larger A&M group, our team can also connect clients with the right teams for day-to-day support.