Steve Round

I specialise in advising founder-led & PE-backed companies, PE investors and management teams on their tax affairs throughout the business and investment lifecycle. My focus is on the tax aspects of transactions and supporting businesses and their owners through milestone events.

Before advising, I make sure I get a deep understanding of your short-term goals and long-term aspirations. Drawing on my experience advising on over 200 transactions, I challenge the status quo, pre-empt potential tax issues and deliver advice that is commercial, understandable, risk-appraised and cost-effective.

My areas of expertise include buy-side tax structuring, shareholder exits, tax due diligence, management buy-outs, employee ownership trusts, corporate reorganisations and business succession. I work across all sectors with particular knowledge in Professional & Business Services, Technology and Industrials. I'm a member of the Chartered Institute of Taxation Owner Managed Business Technical Committee.

Ask me about exit readiness, deal structuring, tax due diligence, shareholder exits, post-deal integration, buy-and-build support and corporation tax compliance.