Jonathan Donald specialises in corporate taxation, mergers and acquisitions and private equity. 

Acting for a wide range of clients, Jonathan has particular experience in advising on the tax-effective structuring of mergers, acquisitions, divestments, and private equity investments, including advising on cross-border investment and international tax implications.

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Expertise

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Mergers and Acquisitions

Bain Capital: acted for Bain Capital on its A$1.2 billion acquisition of MYOB Ltd, Australia's largest independent software vendor, from a consortium led by Archer Capital (2011).

Ironbridge Capital: acted for Ironbridge (and other members of their consortium) on the A$750 million acquisition of the Super A-Mart furniture business. Also advised on the subsequent merger with the BBQ Galores business and recapitalisation (2012).

Pacific Equity Partners: acted for PEP Funds on the acquisition of the Peters ice cream business from Nestle (2012).

Pacific Equity Partners: acted for PEP Funds on its 50/50 joint venture with Swedish hygiene and paper company Svenska Cellulosa Aktiebolaget (SCA) in respect of SCA's Australasian operations(2011).

Ironbridge Capital and Archer Capital: advised on the approximately A$700 million sale of iNova Pharmaceuticals to NYSE listed Valeant (2011). Also advised on the acquisition by the consortium from NYSE listed 3M (2006).

Catalyst Investment Managers: advised Catalyst on its acquisition of the Dusk and Adairs retail business (2010).

See Mergers and Acquisitions

Private Equity

Bain Capital: acted for Bain Capital on its A$1.2 billion acquisition of MYOB Ltd, Australia's largest independent software vendor, from a consortium led by Archer Capital (2011).

Ironbridge Capital: acted for Ironbridge (and other members of their consortium) on the A$750 million acquisition of the Super A-Mart furniture business. Also advised on the subsequent merger with the BBQ Galores business and recapitalisation (2012).

Pacific Equity Partners: acted for PEP Funds on the acquisition of the Peters ice cream business from Nestle (2012).

Pacific Equity Partners: acted for PEP Funds on its 50/50 joint venture with Swedish hygiene and paper company Svenska Cellulosa Aktiebolaget (SCA) in respect of SCA's Australasian operations(2011).

Ironbridge Capital and Archer Capital: advised on the approximately A$700 million sale of iNova Pharmaceuticals to NYSE listed Valeant (2011). Also advised on the acquisition by the consortium from NYSE listed 3M (2006).

Pacific Equity Partners: acted on the A$200 million plus initial public offering of Collins Foods on the ASX - one of the largest IPOs in 2011 in Australia.

Catalyst Investment Managers: advised Catalyst on its acquisition of the Dusk and Adairs retail business (2010).

Pacific Road Capital: acted on the IPO of PNG focused Kula Gold on the ASX - the largest Australian IPO of a gold company in 2010.

Pacific Equity Partners: advised on structuring PEP Fund IV ($4 billion) - the largest Australian private equity fund. This included structuring both the offshore Fund entities and the Australian Managed Investment Trust

See Private Equity

Taxation

Aviva Plc: acted for Aviva on the sale of its Australian and New Zealand general insurance business to Insurance Australia Group Limited for A$1.86 billion. Also acted for Aviva in the Federal Court in 2009 in successfully defending against the Australian Taxation Office's attempt to apply Capital Gains Tax to this transaction. The Court prevented the ATO from taxing the transaction under relevant Double Tax Agreements - this was a landmark case as it effectively overturned the ATO's public ruling (in place for 20 years) that sought to tax such transactions.

Ironbridge Capital: provided tax advice on the raising of the A$451 million Ironbridge Fund I and A$1.05 billion Ironbridge Fund II.

See Taxation

Taxation Disputes

Aviva Plc: acted for Aviva on the sale of its Australian and New Zealand general insurance business to Insurance Australia Group Limited for A$1.86 billion. Also acted for Aviva in the Federal Court in 2009 in successfully defending against the Australian Taxation Office's attempt to apply Capital Gains Tax to this transaction. The Court prevented the ATO from taxing the transaction under relevant Double Tax Agreements - this was a landmark case as it effectively overturned the ATO's public ruling (in place for 20 years) that sought to tax such transactions.

See Taxation Disputes

Knowledge

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