David is a Partner in our corporate tax practice, with broad experience advising on UK and cross-border tax issues. He joined Osborne Clarke in October 2017 having previously worked in a leading US law firm, and is also a Chartered Tax Advisor.

David’s practice covers standalone tax advisory as well as transactional matters. He has a particular focus on advising private equity houses, management teams, investment funds, alternative credit providers and digital businesses on the tax aspects of private equity and corporate transactions, management buyouts, flotations, joint ventures, fund formations, reorganisations, finance transactions and management equity arrangements.

 

Work

Caledonia Investments

Advised Caledonia Investments on its £152.5m sale of Choice Care Group, read more.

Birmingham NEC

Advised the senior management team of the National Exhibition Centre (NEC) Group on its acquisition by private equity fund Blackstone, read more.

Ultra

Advises Ultra on £22M Airport Systems divestment, read more.

Tenzing

Advised UK lower mid-market investor, Tenzing Private Equity, on its investments in Ticketer and Converge TS.

Mobeus

Advised leading equity investor, Mobeus, on its investment in Geotech and the MBO of Travel & General Insurances Services Limited (T&G).

ICS Cool Energy

Advised ICS Cool Energy on its sale to Ingersoll Rand, read more.

Meritsoft

Advised the shareholders of Meritsoft, a leading provider of intelligent software solutions to global capital markets participants, on its sale to Cognizant, one of the world’s leading professional services companies.

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Harvey Water Softeners

Advised Harvey Water Softeners on sale to Culligan International, read more.

Morgan Motor Company

Advised iconic car manufacturer Morgan on Investindustrial investment, read more.

Synova Capital

Advised Synova Capital on its growth capital investments in Merit Software (read more) and Mintec (read more) and on its sale of Clearwater Care (read more).

M&G Real Estate

Advised M&G Real Estate on financing for Thames Quarter BTR development, read more.