Management Buyout
Facilitating ownership transitions with continuity for clients and employees
Management Buyout (MBO)
A Management Buyout (MBO) is where the existing leadership team acquires the business themselves, offering continuity for clients and employees. It works well when there's a committed management team in place with an appetite to take on the business.
We Secure the Right Debt Finance for Your Needs
Management teams don't always have the expertise to go out and raise the debt finance required for a management buyout. This is an area where we can help because:
Longstanding Relationships
We've longstanding relationships with specialist lenders who understand the nuances of management buyout transactions.
Deep Understanding
We understand specific lender's appetite, process, and terms, ensuring the right fit for your transaction.
Strategic Approach
We identify and approach the right lender for the management team, maximising chances of success.
What Lenders Require
Financial Requirements
Strong trading history and robust, stress-tested forecasts, and evidence there's capacity to service the debt.
Operational Information
Details of company debt, customer concentration, margins, covenants and overall business structure.
Our Comprehensive Approach
We've structured many a Management Buyout, and are with our clients throughout the entire process, advising, negotiating, analysing, and preparing documentation. We also advise on terms of the sale to the management team, structuring and negotiating the deal.
Honest Assessment: We'll tell you early on if we think it's unviable, saving time and resources for all parties involved.
Ready to Explore Your Management Buyout?
So, if you're an owner/manager seeking a succession plan and hoping to facilitate a Management Buyout, we'd love to chat to see how we can help you achieve this.