Kayla is a Partner in HCVT's Tax Practice and a member of the firm's Advisory Services group. With more than 25 years of experience, she advises private equity firms, founders, management teams, portfolio companies, and middle-market businesses on complex tax matters, mergers and acquisitions, and strategic transactions.
A significant portion of Kayla's practice focuses on transaction tax advisory services. She serves as lead tax advisor on buy-side and sell-side transactions, assisting private equity sponsors, founder-owned businesses, private equity-backed portfolio companies, and management teams with tax due diligence, transaction structuring, legal entity planning, post-transaction integration, and tax-efficient exit strategies. Her experience includes acquisitions, dispositions, recapitalizations, restructurings, partnership transactions, and complex ownership transitions involving both corporate and pass-through entities.
In addition to transaction advisory, Kayla serves as engagement partner to a broad range of clients, providing tax consulting, compliance, and reporting services throughout the business lifecycle. She is known for helping clients seamlessly transition from transaction execution to financial reporting, tax compliance, and ongoing planning, allowing businesses to address both strategic and operational tax considerations through a single trusted advisor.
Kayla advises clients at every level of the ownership structure, from operating companies and management companies to founders, executives, investors, and other individual stakeholders. Her ability to integrate entity-level and owner-level tax considerations allows her to develop practical, tax-efficient solutions that align business objectives with the goals of owners and investors.
Kayla works with clients across a wide range of industries, including technology and SaaS, healthcare, professional services, biotechnology, manufacturing, and consumer products. She serves in leadership roles within HCVT's Healthcare Industry Group and Technology niche practice and regularly advises clients on complex tax issues arising from growth, acquisitions, ownership changes, and liquidity events.
Prior to joining HCVT, Kayla was a member of the mergers and acquisitions tax practices of several Big Four accounting firms. Kayla earned a Bachelor of Arts degree from the University of California, Berkeley and a Master of Business Taxation degree from the University of Southern California. She is a Certified Public Accountant and a member of both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
PwC
KPMG LLP
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
MBT, University of Southern California
BA, University of California, Berkeley
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