Jan Birtwell

Partner

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Jan Birtwell has extensive experience advising on the UK and international tax aspects of corporate finance/M&A transactions and on the tax structuring of investment funds, particularly those focusing on private equity, infrastructure, clean tech and mezzanine/debt (including distressed debt situations). Jan also advises on the tax aspects of downstream (buyout/deal side) private equity/alternative investment businesses, including the corporate and financial restructuring of such businesses, secondary transactions and on the structuring of management incentive arrangements for the funds and their portfolio investments.

Jan is recognised as a leading practitioner in the field of Tax by Chambers and Partners’ UK and Global editions, drawing praise for her in-depth industry knowledge and “clear and concise communication.” The publications credited her collaborative approach as making her “tremendously easy to work with.” Jan also is the founder of the TransAtlantic Tax Group, an association of more than 100 tax practitioners at US law firms in London.

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Honors & Awards

  • Recognized by Chambers UK for Tax (2019)

Admissions

Solicitor

  • Supreme Court of England and Wales

Education

  • University of Bristol, LLB, with honors, 1983
  • College of Law (Guildford), Law Society Final Examinations Part II, 1984

Professional Activities

Member

  • IFA and Founding Member of the TransAtlantic Tax Group, a group of UK tax lawyers at US law firms in London
  • Designing fund structures to suit a spectrum of investor types in various jurisdictions, including the US and Europe and underlying investment structures to suit specific investment strategies based on private equity or hedge or a mix of such models 
  • Advising a large private banking group on appropriate feeder fund structures to invest into private equity and distressed debt funds raised by leading fund managers/houses 
  • Advising private equity houses on leveraged buy-outs, secondary transactions and on sales and IPO’s of portfolio companies 
  • Advising on spin-out transactions and concurrent fund raisings by private equity management teams exiting from large financial institutions to form independent private equity houses 
  • Advising fund investors on direct participations in large take-private bids for publicly listed companies