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ARTICLE · 09 JUNE 2025

How Private Capital Can Thrive Amidst Tariff Uncertainty

Macfarlanes LLP
Macfarlanes LLP
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Macfarlanes LLP

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In this report, we examine how tariff uncertainty creates both challenges and opportunities for private capital funds (PCFs) navigating cross-border transactions.

United KingdomInternational Law
Shama Ams
Shama Ams
Alex Edmondson
Alex Edmondson
Jessica Adam
Jessica Adam
Victoria Hills
Victoria Hills

In this report, we examine how tariff uncertainty creates both challenges and opportunities for private capital funds (PCFs) navigating cross-border transactions. We explore sector-specific vulnerabilities and resilience patterns, providing strategic guidance for deal structuring, due diligence, and transactional documentation in an increasingly unstable global trade environment.

Introduction

Global trade is in a turbulent state following the Trump administration introduction in early 2025 of sweeping tariff measures, significantly complicating cross-border transactions. These included a 10% baseline tariff on most imports and targeted 42% tariffs on Chinese goods, with additional country-specific measures affecting key trading partners.1

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