The opportunity to purchase the business can be both exciting and nerve-wracking. An MBO presents a tremendous opportunity for managers to control the future direction of the company with the potential to create considerable personal wealth.
There are many pitfalls which can conspire to stop a deal. Management teams do well to take advice and give themselves the best possible chance of success. How can we help deliver your deal?
- Ensure the best approach for the vendor: get this wrong and there is often no way back
- Ensure you understand the real value of the business and communicate that to the owner: you don’t want to overpay and the vendor does not want to sell cheap, it is a fine balancing act
- Raising the necessary finance from equity and debt providers: We help you find the funders who best reflect your plans for the business, it will be a long-term relationship
- Structure a deal which maximizes your equity but does not place too much risk on the business: get this wrong and you could spend time micro-managing cash rather than growing value
- Lead negotiations with the vendor and funders: not only do we know what is possible, but we act as a buffer; emotions can run very high.
- Keep the deal on the rails and deliver completion
MBI Candidates
We work with exceptional candidates looking to buy into a business, how do we help?
- Identify suitable targets
- Approach targets
- Undertake initial valuation work
- Negotiate an outline deal
- Secure funding
- Deliver completion
Recent Transactions
Assisted management in its buyout of overseas shareholder
Disposal of this market-leading flexible benefits software business to management - backed by Ethos Partners
Management Buyout of arts and crafts educational supplier, Specialist Crafts (three weeks before lockdown!)
Sale of specialist rail sector contractor, Readypower, to Primary Capital via MBO
MBO of GTK, a semiconductor business, backed by Yorkshire Fund Managers
Vendor initiated MBO of high-technology cables manufacturer funded by Lloyds Bank Plc
Investment in adult education and skills business by Bridge Ventures
Debt advisory and sale to management of leading retail packaging business
Disposal via MBO funded by Maven Capital and HSBC
Partial exit and MBO of international analytics and data science consulting business, funded by Mobeus Private Equity
New Zealand’s first take-private transaction, Pacific Retail Group, funded by Logan and GE
Assisted in MBO of Southampton-based fertility clinic
Natwest-funded MBO of audio-visual equipment supplier, Shooting Partners
Advised management on its MBO of flow meter business, with funding from Natwest Bank
Advised Altitude Partners on its investment into this specialist manufacturing business
Sold to a consortium of international investors lead by Westbridge Private Equity
Sale to management