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 a holistic, cross-functional team, which allows us to offer our clients a suite of accountancy services tailored to their specific needs.

By identifying and implementing industry-specific value drivers that will ensure your company is well-positioned to attract the highest valuation, our focus is on preparing your business for sale or investment.

Our corporate finance team is 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

STEP 1: PREPARATION

We compile everything you need to accurately tell the story of your business, including an Information Memorandum (IM) describing the operation and future growth strategy. You also receive a sophisticated set of historic accounts with future projections based on qualified assumptions, so you can share your plans with confidence.

STEP 2: MARKETING

From finalising an approach list to creating and distributing a teaser document detailing the pertinent aspects of the opportunity, we provide you with the tools you need to succeed in the 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. This ensures a smooth transaction and a better arrangement for all parties.

High-growth planning to prime a business for a transaction

STEP 4: ARRANGE MANAGEMENT MEETINGS

We cover arranging the initial management meetings, providing additional information where necessary and receiving indicative offers from interested parties. This saves you time and makes the process easier.

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. Our focus is on attention to detail. This ensures easier and faster completion later.

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.