ENABLING SHAREHOLDERS TO REALISE VALUE FROM THEIR BUSINESS
DEALS WE FUND
We facilitate small business deals with a funding requirement of between £0.5m and £5m.
MANAGEMENT BUY-OUT
It is often the case that Management are unable to fund an MBO themselves. We can partner with the management team and structure a transaction to buy-out shareholders looking to realise value.
MBO transactions can be initiated by the exiting shareholder, often an owner-manager looking to step back, or by an ambitious management team looking to become shareholders in the business they run.
In situations where an owner-manager steps back leaving a skills or capability gap in the team, new management can be introduced (a management buy-in, MBI) .
RETIREMENT SALE
Owner-managers typically look to sell some or all of their shares when they step back from their business.
We can facilitate this exit.
Whether handing over to family members in the business, the incumbent management team or seeking new management to take over the operations, we can help unlock a transaction.
Sometimes this involves a staged exit or the retiring shareholder retaining an interest in the business and/or a non-executive position.
CASH-OUT / PARTIAL SALE
Shareholders may look to realise part of the value of their business. We can structure transactions where shareholders can retain a minority or even a majority stake in their business.
This can allow shareholders to take cash-out of their business at a more favourable capital gains tax rate, perhaps to secure their family finances or simply diversify their risk.
It could be the partial sale of an owner's shares or the full buy-out of exiting shareholders. The remaining shareholders and management team would continue to run the business with our support.
We enable shareholders and owner-managers to realise value from their business.
Shareholders can crystallise value via a sale or partial sale at favourable capital gains tax rates.
We're comfortable with shareholders retaining minority or even majority equity stakes.
The business will remain independent with opportunities for managment to step up into ownership.
We focus on deals involving established and profitable, UK private businesses in any sector.
WE HELP SHAREHOLDERS REALISE VALUE
Careful judgements, tireless commitment and years of hard work go into building valuable businesses.
If you think we might be able to help, please contact us here.