M&A

The complex process of understanding the precise market position of your organisation and its potential, requires detailed and comprehensive analysis in order to formulate a strategic plan to achieve your defined objectives.

​

Questions of position, key people, financial viability, structure, potential, opportunities for growth, acquisition, diversification, re-structure and reputation are all key to the successful development of “mission critical” strategy.

​

We will drill down into the key issues and formulate an effective and realistic corporate strategy to achieve, if possible, your aspiration for success.

​

Our experience within a broad spectrum of sectors enables us to create a bespoke and precise plan for each of our clients, tailored to meet the needs of each individual organisation.

Growth via acquisition can only be positive if all parts of the organisation are compatible, receptive and everyone buys into the journey. The delicate process of beginning the relationship with the target business, and the sensitive and often emotive discussion regarding an acquisition, must be managed with care and precision. At this very early stage it is most important that the dialogue is developed at exactly the right pace and the seller does not feel any degree of pressure.

Striking the right balance between the sometimes urgent needs of the buyer, with the pace for success with the seller can be a very difficult one to achieve, requiring patience and detailed management. We are well experienced in this journey and will ensure that the process is managed professionally and is geared for complete success.

Commercial advantages must be grasped at every possible moment and growth can present itself in a variety of forms, from sales development to acquisition, demerger to financial restructuring. All of which will often put a call on cash.

If fundraising or refinancing is required we will liaise closely with you to put in place a finance plan that is aligned to the commercial realities of your organisation, and presents the needs of your organisation to your target lender, be it a bank, venture capital or private lender source, in a meaningful and persuasive manner.

If required we, and other necessary advisors, will become part of your presentation team to ensure a professional and detailed delivery of every aspect and advantage of your finance plan.

Selling a company may be the culmination of a lifetime’s career, or simply the right time to take advantage of crystallising a share holding.  In any case its value goes far beyond that of financial, and we will work with you to structure a deal that not only satisfies your needs, but will also meet your personal expectations, without compromise.

​

Through our own highly developed network, combined with a range of advisory and influential organisations, we can match buyer with seller to bring about a win-win situation that satisfies all parties. This process begins well ahead of the business coming to market and we have the experience to position the desirability of your company or holding for maximum potential, reaching regional, national and international targets at all levels.

A Management Buy Out (MBO) is a means of acquisition by an existing management team to achieve commercial growth, change and development of the business within which they are employed.  Increasingly commonplace, nevertheless an MBO can be complex and intricately difficult to complete efficiently, economically and professionally.

We have the expertise to guide you through this process enabling you and your management team to communicate its intentions, commitment and aspirations accurately and within the agreed timetable in order to successfully acquire the target business.

A Management Buy In (MBI) occurs when a manager or a management team from outside the company raises the necessary finance and upon acquisition becomes the company's new management. A management buy-in team often competes with other purchasers in the bid for the business. We would expect the team to be led by a manager with significant experience at Chief Executive Officer level.

The difference to a management buy out is in the position of the purchaser: in the case of a buy out, they are often managers and directors within the company. In the case of a buy in however, the manager or management team is, in the main, from another environment.

​

Each identified opportunity must be seized upon, often in a short time frame, but within a “risk-assessed” process.  We will guide you in careful but dynamic manner to achieve your corporate objectives and complete a financially balanced MBI.