INFRASTRUCTURE AND UTILITIES ADVISORY


We specialise in advising businesses in the Infrastructure and Utilities sectors whether that is investors, operational businesses or professional firms

Financial Modelling Support


We help you build out your financial modelling tax assumptions so you have a firm basis for bidding and transactions.  We also support Corporate Finance and other professionals on the tax aspects they wouldn't ordinarily deal with themselves.  We have been involved in this aspect of infrastructure for many years.

Tax Technical Support and Reviews

We have worked with clients on a range of tax technical matters from negotiating with HMRC on issues arising on portfolio disposals, advising on tax exemptions and helping assess the impact of new or proposed legislation.  We have extensive experience working with Infrastructure Funds around tax strategy or planning.

Tax Diligence on Infrastructure Deals

Whether you run an acquisitive Infrastructure business yourself or want support if someone looks to acquire you or one of yours, we can handle the tax diligence process for you.  It doesn't stop there though, as we continue to support you in structuring, speaking to lawyers on tax issues and on implementation.

Tax advisor to the Infrastructure and Utilities sectors

Over 20 years' experience in advisory and on client side means I see things from different perspectives and tailor my advice accordingly 
I began working on Infrastructure businesses as an tax advisor at a Big 4 firm.  It was great to be involved at a time when there was vibrant flow of primary and secondary market projects and transactions.  Being a key player in the development of Composite Trade tax treatment was a defining moment as it helped unblock many deals that at the time were unaffordable or lacked value for money.  Supporting HM Treasury in assessing tax as part of their early assessment of projects also enhanced my experience of the sector.  

I followed this with 10 years' at a market leading, global infrastructure investment and management business.   A very transactional organisation which itself went through great change during my time there.  Leading the tax structuring and related work on three IPOs for the business gave me a unique insight into tax strategies to adopted by Infrastructure businesses.

Through Purple Bear Advisory I have continued to advise the sector including M&A transactions, HMRC negotiations and providing tax technical support.

If you would like a conversation about your business, please do get in touch to arrange a FREE Initial Consultation.
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