Mergers and Acquisitions (M&A)
Legal and tax advisory in complex corporate transactions
The firm provides legal and tax advisory services to companies, corporate groups, family offices and family businesses in merger, acquisition, demerger, share transfer, corporate reorganisation and asset restructuring transactions.
Our approach as a boutique law firm specialised in Mergers and Acquisitions (M&A)
Our approach is based on rigorous, preventive technical analysis, aimed at ensuring legal certainty, tax efficiency and a sound long-term perspective in each transaction.
Our involvement covers all stages of the process, from initial analysis and transaction structuring to execution and post-completion integration, with ongoing engagement tailored to the nature and objectives of each client.
M&A transactions are conceived as strategic tools for growth, reorganisation or business continuity, whose proper management requires legal rigour, discretion and careful planning.
Practice areas
Comprehensive advisory in corporate transactions
The firm’s practice covers the various legal, tax and contractual elements that are decisive for the proper structuring and execution of complex corporate transactions, taking into account the client’s interests and strategic objectives.
We advise on the following aspects:
- Corporate and tax structuring of the transaction, tailored to its specific configuration and the future development of the business
- Legal, tax and financial due diligence processes, aimed at identifying key risks and properly integrating them into decision-making
- Drafting, analysis and negotiation of contracts, including share purchase agreements, shareholders’ agreements, investment agreements, conditions precedent, warranty clauses and price adjustment mechanisms
- Advisory on corporate reorganisation transactions, such as demergers, mergers, spin-offs, non-cash contributions or dissolutions without liquidation
- Coordination with financial advisors, auditors, notaries and other parties involved in the transaction, ensuring consistency and efficiency throughout the process
- Management of corporate, tax and registry obligations arising from the transaction
Specialisation in family businesses and family offices
Family businesses and family office structures present specific challenges in terms of governance, succession and asset structuring, requiring a particularly careful and stable legal approach over time.
Our areas of work include:
- Planning generational transition and the transfer of family businesses, with a focus on business continuity and the proper structuring of assets
- Restructuring family business groups through corporate and tax structures aligned with asset and succession strategies
- Negotiation and drafting of family protocols, shareholders’ agreements and articles of association, tailored to succession processes and the relationship between family and business
- Transactions involving the entry or exit of shareholders, whether family members or external parties, with appropriate protection of corporate control and the interests involved
- Design and legal structuring of family offices, with an integrated, multi-generational asset perspective
Our method: a bespoke approach to complex transactions
In a context of increasing legal, tax and financial complexity, M&A transactions require more than technical expertise. They demand a deep understanding of the business, the ability to anticipate issues and the proper integration of all variables involved in the transaction.
At CARBONELL-SANCHIS Abogados, our way of working is based on:
- Direct and continuous involvement, with ongoing partner-level interaction
- Tailored legal structuring, avoiding standardised solutions and adapting each transaction to its specific circumstances
- Discreet and readily available support throughout the entire process, from initial analysis to closing
- A multidisciplinary approach, integrating corporate, tax, asset and succession aspects
- A preventive perspective, aimed at identifying risks and ensuring legal certainty prior to the formalisation of the transaction
Foundations of our practice
- Proven experience in complex corporate transactions, both domestic and international
- High level of technical specialisation in corporate law, tax law and business restructuring
- An approach focused on tax efficiency, within the legal framework and based on sustainable criteria
- Ability to adapt to the profile and structure of each client
- Legal robustness and strategic vision at every stage of the transaction
How do we work?
01
Initial contact
The information provided at the first contact allows us to assess the nature of the matter and, where appropriate, the need for specialised legal intervention.
02
Legal assessment meeting
A professional, paid meeting is arranged for a detailed analysis of the case. During this meeting, the circumstances are evaluated and initial legal guidelines are established.
The cost will be deducted from the professional fees if the engagement is formalised.
03
Strategic proposal for intervention
Following the initial analysis, a proposal is presented outlining the scope of the engagement, the working approach and the terms of the professional relationship.
04
Formalisation of the engagement:
Once the proposal is accepted, the relevant documentation is signed and the professional relationship formally begins.
Tell us about your situation
If your situation requires legal advice, please briefly describe your case and we will contact you.
We will review your inquiry to advise you on the best course of action.
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A firm specialising in complex disputes with significant personal and business implications.
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