The Cotswold Company

The Business

One of the UK’s largest online retailers of oak, pine and painted furniture.

Acquired by new controlling shareholders in 2009.

Achieved significant sales and EBITDA growth in recent years.

Well positioned for further online and high street based growth.

The Deal

The acquisition of a majority interest in the Cotswold Group by True Capital, a specialist retail focused private equity firm.

Deal lead advisory provided by Livingstone Partners.

Tax lead advisory provided by JDC.

Value Add

Engaged with the selling shareholders as lead tax advisers.

Advised on the deal structure to maximise the net of tax proceeds.

Securing tax clearances and liaising with other advisers to ensure shareholder tax issues were properly considered and protected at all stages of the deal.

Optimum tax structure for reinvested equity and loan note interests.

Location

UK

Sector

Retail

Deal

PE / VC Investment

The Cotswold Company Logo

At all stages JDC helped us to understand the complex tax analysis and planning opportunities available to the shareholders.  Tony provided prompt and pro-active support that helped meet a demanding timetable whilst flagging potential issues and concerns that might otherwise have compromised our tax position.

James Birtwhistle The Cotswold Company