Private equity (PE) acquisition refers to the process by which a private equity firm acquires a controlling or substantial stake in a company. Private equity firms are investment firms that pool together capital from various sources, such as institutional investors, pension funds, and wealthy individuals, to invest in privately held companies or to take public companies private. Private equity acquisitions can provide capital and expertise to help companies grow, improve their operations, or navigate challenging situations. However, they often involve a higher level of risk and may result in changes to the target company’s ownership structure and management team.

This Webinar will be a high-level introductory session about the tax structuring of private equity (PE) acquisitions. Topics would include what a typical PE structure looks like and key tax considerations related to structuring of acquisitions by PE.

 

Featured Speakers

Michelle Zhang

Partner, International Tax Services, Deloitte

Michelle Zhang is a Partner with the International Tax Services practice of Deloitte in Toronto. She assists clients across sectors and industries in developing tax-efficient structures for cross-border acquisitions, joint ventures, corporate reorganizations, cash management and repatriations, and financing transactions. With 12 years of practicing Canadian international tax, Michelle has deep knowledge and extensive experience in Canadian inbound and outbound/through-bound investments.

Prior to moving to Canada as an immigrant in late 2010, Michelle spent almost 9 years in China practicing China tax. As a result, Michelle has decent tax and business knowledge of the Asia-Pacific region as well.

Winnie Wang

International Tax Services, Deloitte

Winnie Wang works in the International Tax Group at Deloitte Canada where she provides advisory services to multinational corporations. She graduated with a Master of Taxation degree from the University of Waterloo where she honed her tax research skills and technical knowledge. She is a holder of both the Canadian Chartered Professional Accountant and the US Certified Public Accountant titles. Prior to her tax career, Winnie has over three years of experience in external financial statements audit and financial reporting in public accounting firms.

Event Information

Date: Thursday, June 29, 2023

Time: 7:00 pm – 8:00 pm EST (registration starts at 6:45 pm)

Session Format: Online Webinar

Language: English

CPD: 1 Hour

Cost: members – Free; non-members – $15

Enrolment Limit: 90 People

Registration Deadline: June 28, 2023, 5:00 pm EST

 

Once registered, you will receive an email confirmation with webinar details.

Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.

Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.

Course Curriculum

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