Private Equity & VC
Deal-cycle tax advisory for private equity firms and venture capital funds. From acquisition structuring to exit optimization, we protect your returns at every stage.
Tax strategy that maximizes every investment cycle.
Private equity and venture capital firms operate at the intersection of complex tax law and high-stakes transactions. Our team brings deep deal experience to structure, optimize, and protect your investments from acquisition through exit.
From emerging fund managers to established multi-fund firms, we deliver the speed, precision, and expertise that PE and VC transactions demand — on your timeline.
How we serve PE & VC firms
Comprehensive tax services across the full investment lifecycle.
Deal Structuring & Diligence
Structure acquisitions and investments tax-efficiently from day one. We conduct buy-side tax diligence and recommend deal structures that maximize after-tax returns.
Portfolio Company Tax
Manage ongoing compliance and planning for portfolio companies across your fund. Coordinate with portfolio CFOs to implement value-creating tax strategies pre-exit.
Fund Formation & GP Economics
Structure the fund entity, management company, and GP economics to optimize tax outcomes for managers and minimize friction for LP investors.
Exit & Disposition Planning
Maximize after-tax proceeds from portfolio exits. Structure sales, recapitalizations, and secondary transactions to preserve long-term capital gains treatment.
QSBS & Section 1202
Identify portfolio companies qualifying for QSBS treatment and advise on structuring to enable the Section 1202 exclusion for GP and LP investors.
Management Fee Waivers
Analyze and implement fee waiver arrangements where appropriate, ensuring compliance with IRS guidance and minimizing self-employment tax exposure.
Get expert PE & VC tax advisory — from fund formation to portfolio exit.
Get StartedExplore our tax services
Built for investors who measure success in multiples.
We understand that every basis point matters. Our tax strategies are designed to preserve the returns you've worked to generate — protecting them from deal close through final distribution.
Maximize after-tax proceeds from every exit.
A well-structured exit can mean the difference between good and exceptional returns. We begin exit planning well in advance, positioning portfolio companies and fund structures to minimize tax leakage at every level.
Pre-Exit Structuring
Begin exit planning 12-24 months before a transaction to maximize available strategies and holding periods.
Rollover Equity Planning
Structure management rollover equity in buyer vehicles to defer gain and align incentives post-close.
Section 338 Analysis
Model asset vs. stock deal economics for both buyer and seller to identify the optimal election for your transaction.
Tax Reps & Indemnities
Negotiate favorable tax representations and indemnification provisions in purchase agreements to protect your returns.
Why PE & VC firms choose Jaguar Tax
Deal-Cycle Alignment
We integrate into your deal process from LOI through closing. Our team is available for rapid-turnaround diligence and structuring analysis.
Portfolio-Wide Visibility
We maintain oversight across your entire portfolio, identifying inter-company planning opportunities and tracking holding periods for preferred tax treatment.
LP Relations Support
We deliver clean, timely K-1s and are available to answer LP tax inquiries directly—reducing burden on your investor relations team.
Exit Optimization
Pre-exit planning starts 12-24 months before a transaction. We position portfolio companies to maximize after-tax proceeds for all stakeholders.
"Jaguar Tax's pre-exit planning on one of our portfolio companies added over $3M to the after-tax proceeds. They think like investors, not just tax advisors."
PE & VC Tax Questions
Common questions from fund managers and deal teams.
The choice between an asset deal, stock deal, or 338(h)(10) election significantly impacts both buyer and seller tax outcomes. We analyze the specific facts, negotiate tax representations in the purchase agreement, and recommend the optimal structure based on your basis, holding period, and exit timeline.