Deal Advisory

Many scenarios call for the expertise, experience, tenacity and instinct of a deal advisor, including:

• Initial thoughts of a transaction.
• Buyer has approached but you don’t know what to do.
• You have a strategy in place but don’t know how to enact.
• Considering your exit from the business.
• Need to prepare a business valuation.
• A member of your management team has approached you to buy the business.
• You’re looking to buy the business that you work in.
• You’re looking to move premises or purchase a large asset or other significant CapEx purchase that requires external funding.
• You simply don’t know what to do and want advice to get a strategy in place.

If you approach us early on in any of the above scenarios, we can guide you through the entire process to completion.

If you’re looking for the right business to launch a management buy-in, need advice on how to launch a management buy-out or are looking for specialist support on a range of other complex corporate transactions such as a corporate acquisition or disposal, our experienced deal advisory team can help. 

We guide clients through a range of complex, multi-million-pound corporate transactions — helping clients to do the right deal (not any deal).

This includes advising on deal structure, finding funders, targets or buyers and negotiating on price to create the deal which is best for both the business and management team, as well as project management from concept all the way through to completion.

We can guide you through the entire process of building a financial model and writing appropriate documents for each transaction type.

Working with us gives your business the best chance of success.

Different funding groups will have diverging views on investment and involvement in your business.

When starting out, the key is to take a step back. Ask yourself why you need the funds, what you’re trying to achieve and what timeframe you’re working to. Prepare thorough forecasts that show the strength of the opportunity (and that you understand and have addressed the risks). Then look for funders that match your personal and business requirements. Search broadly — don’t just turn to the obvious investors that you know.

This seems all so simple, but many people that seek investment skip this critical step. 

The funder(s) you choose should align with how your business operates. This might mean working with more than one type of funder to achieve the best possible outcome.

If you’re too flexible with your strategy and flex it purely to suit the requirements of a particular funder, you’re already on the back foot. This creates an artificial position that could unwind after you receive the funds, leading to a dissatisfied lender and — ultimately — a dissatisfied borrower (that’s you).

We have an extensive network of funders and can help to find the right partner for your business.