Selling part, keeping part
Not every owner wants to sell outright. Some would like to take a meaningful sum off the table now whilst remaining involved and keeping a share of future growth; others need capital to expand, or wish to buy out a shareholder who is leaving. Private equity investment can do each of these, but the terms matter as much as the valuation, since the owner will be living with the investor for several years.
We help owners decide whether investment suits them at all, find the investors whose approach and sector experience fit the business, and negotiate terms they can work with.
How we approach it
Is it the right route?
A frank comparison of investment with an outright sale or with doing nothing. We consider what an investor will expect in return for their investment.
Choosing investors
Private equity funds differ widely in size, style and appetite. Our research tracks which funds have invested in UK companies like yours, at what size and how recently, so that, with our relationships, we can approach those whose record and way of working best suit the business and its management.
Structure and terms
Valuation is one part of it; how the equity is sold is another. Rolled-over equity, loan notes, management equity, board rights and the investor’s own exit plans all affect the deal.
Through to completion
Managing due diligence and the legal process, so that the terms agreed at the outset are the terms you sign.
Other services
Sell-side M&A
Full and majority sales to trade and financial buyers, run as a managed process from preparation through to completion.
Unsolicited approaches
Advice for owners who have received an offer and want it tested before they respond.
Exit readiness
Valuation and preparation ahead of a sale, often a year or more before one.
Begin a conversation.
For a confidential discussion about your business and the future.