Services
We are committed to understanding our clients’ needs, building trust and lasting business relationships that ultimately deliver successful transactions and solutions. Advising owner-managers, as owner-managers ourselves, we understand what you’re going through.
Looking to raise investment or put in place an exit strategy for your business?
As a separate Engagement, or as part of our Exit Planning services, Indicative Valuation Reports (IVR's) are becoming increasingly more helpful for shareholders, whether they are looking at a full M&A process, or just looking to carry out some internal share re-organisation work.
Our IVR's take an in depth look under the bonnet, to understand an indicative range for the true underlying value of your shareholdings. This includes listed and non-listed multiple comparatives, normalisation exercises, transactional comparative data, as well as an in-depth analysis of the balance sheet to provide an Equity Value Bridge.
Indicative Valuation Reports (IVR's)
Part of our corporate finance service includes a medium to long term exercise, to make sure the business and you as shareholders, are prepared for a transaction. “Exit Readiness,” is the key to a successful transaction. This includes scoping potential buyers and investors for when the time is right to go to market, obtaining a detailed understanding of the business, reviewing and challenging the financial assumptions used to produce forecasts, reviewing any balance sheet items, including the overall net cash and debt position.
We would work closely with your tax and legal advisors to highlight and resolve any obstacles prior to a sale, acting as a general sounding board for advice on commercial decisions in the run up to a process, so your business is effectively structured and presented for a potential exit. We would perform a comprehensive review of your product or service offering, including its functionality and its potential integration into other relevant entities, as well as scale up capabilities. It is also key for us to review accounting policies, estimates and KPI's compared to industry standards and competitors, as well as assess working capital efficiency and any seasonality.
Preparing for an exit
Management buy-out (MBO) and management buy-ins (MBIs) are complex yet useful transactions. For an exiting owner, an MBO will offer an attractive succession plan, as there will be continuity of management and no requirement to disclose confidential information to outside parties. An MBO is an attractive option for businesses with retiring owners, a track record of profitability and a strong, motivated management team with a clear vision of the future direction for the business.
We can proactively manage a management buy-out process including:
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Carry out an Indicative Valuation Report
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Assist in raising capital or debt
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Manage the transaction throughout the process
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Assess the viability of the proposition
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Assist in structuring the business
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Carry out negotiations with vendors and financial backers
Management Buy-Out
Our M&A services use a combination of insight and experience, to help companies better define and execute their growth strategies across transactions. We work with you to achieve your strategic objectives by assessing the strategic fit of a business, evaluating potential synergies, and assisting in negotiations and financial models.
Our services include:
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Sell-side advisory with both trade and Private Equity
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Buy-side advisory
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Management buy-outs and management buy-ins
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Joint ventures
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Internal or external restructuring
Mergers & Acquisitions
An Employee Ownership Trust (EOT) and an Enterprise Management Incentive (EMI) are both ways to align the interests of employees with a business, but they differ in how ownership is structured and the tax benefits they offer:
Ownership structure
An EOT is an indirect ownership model, where the trust holds shares on behalf of employees. An EMI is a direct ownership model, where employees buy shares in the company with their own money.
Tax benefits
An EOT can offer tax-free profit shares to employees, while an EMI can offer tax advantages on the grant and exercise of share options.
Employee involvement
An EOT benefits all employees, although not all need to be actively involved in management. An EMI scheme can be a way to incentivize key employees.
EOT, EMI & More
