DEAL ADVISORY EXPERTISE AND EXPERIENCE FOR OF YOUR TRANSACTION every step

We offer a host of services to business owners at all stages of their professional journey.

We are industry-agnostic and benefit from our position within an holistic practice, allowing our clients to benefit from a suite of advice across accountancy services.

Our offering is centred around our model of preparing a business for sale or investment, implementing industry specific value drivers that will ensure a company is well positioned to attract the highest valuation.

Our corporate finance team are experienced in guiding our clients through the full lifecycle of a transaction process. From an initial meeting, we endeavour to fully understand your requirements and expectations to ensure we can provide world class service throughout the transaction.

Debt and/or equity investments

Disposals

Mergers & acquisitions

Management buyouts

Share transaction guidance

High growth planning to primeing a business for a transaction

STEP 1: PREPARATION

We create everything to accurately tell the story of your business, including an Information Memorandum (IM) describing the operation and future growth strategy, as well as a sophisticated set of historic accounts with future projections based on qualified assumptions.

STEP 2: MARKETING

From finalising an approach list, to creating and distributing a teaser document detailing the pertinent aspects of the opportunity, we take care of taking you to market.

STEP 3: ESTABLISH INTEREST

We liaise with interested parties on confidentiality agreements and the full IM, as well as manage the communication process with investors.

STEP 4: ARRANGE MANAGEMENT MEETINGS

We cover arranging the initial management meetings, providing additional information where necessary and receiving indicative offers from interested parties.

STEP 5: CONSIDER OFFERS

In preparation for due diligence, we establish the preferred offers, agree the Heads of Terms and instruct solicitors on the legal documents.

STEP 6: DUE DILIGENCE AND COMPLETION

The final step sees us prepare, circulate and review the legal and financial due diligence, before overseeing the signing of legal documents and completion.