Bespoke Strategy &
C-Suite Advisory.
Elite advisors are not reactive—they anticipate. Strategix serves as the technical architect for leadership, stress-testing high-stakes strategic options before capital is committed to M&A or liquidation events.
Decisions Define
Durability.
“Standard compliance firms focus on historical reporting. Strategix focuses on the Irreversible Point of No Return. We eliminate the legacy Restructuring Debt that plagues unmodeled strategic choices.”
Exit Repatriation Leakage
Are you over-withholding on proceeds due to unverified beneficial ownership chains?
Principal Carry Friction
Is residency architecture synchronized with your #Pillar 5 Group Structure?
Global Decision
Support.
7.01: Pre-Deal Due Diligence
Rigorous tax stress-testing for M&A and Acquisitions. We identify historical liabilities and model Post-Merger Integration (PMI) tax synergies to ensure IRR integrity before signing.
7.02: Carry & Principal Yield
Planning for fund manager Carried-Interest. Strategic residency positioning across Singapore (GIP) and UAE (Golden Visa) to protect personal alpha from Subpart F surcharges.
7.03: Exit & Distribution Planning
Engineering scenario models for Continuation Funds and secondaries. We design the distribution cascade to minimize withholding leakage at the point of capital realization.
Institutional
Exit Engineering.
A European PE Fund disposing of a $2.4B Multi-Asset Portfolio across 8 jurisdictions was facing significant GILTI exposure and trapped withholding credits.
High-Tax Kickout (HTKO) modeling
Blocked distribution re-characterization
Quantitative Delta
Strategy FAQ.
It refers to the signing of the Share Purchase Agreement (SPA). Once executed, the tax basis and entity flows are fixed. Strategix provides Pre-Execution Forensics to ensure the post-tax IRR matches the investment memo assumptions before the deal becomes historical fact.
Section 1061 mandates a 3-year holding period for long-term capital gain treatment on carry. We architecture residency pivots in hubs like Singapore or Dubai to protect principals from high-tax ordinary income re-characterization during distribution cascades.
Yes. Continuation funds require a technical basis step-up analysis. We coordinate the transition to ensure rollover LPs do not trigger premature gains while new LPs achieve a clean entry basis synchronized with OECD Arm’s Length principles.