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An MBO can often be a great way to transfer ownership of a business. It can, if well structured, enhance value for the owner and reduce transaction risks. Further, it can ensure continuity for customers and other stakeholders.

For the buy out team this can also be the lowest risk way of acquiring a business – if they don’t know the business who does?

Sometimes a buy out will be enhanced by bringing in one or two key experienced executives to compliment or build upon an existing management team.

We can assist on every stage of the transaction. As experts in this area we are often engaged to:

  • Help to structure the transaction, including acting as a go between for the vendors and management, bringing our practical and deliverable experience during difficult stages of a transaction – “is this usual”, “have you seen this before”
  • Advise on feasibility plans, business plans and modelling (testing robustness of assumptions and modelling scenarios)
  • Identify and introduce the right funders to take the deal to and understanding their requirements for information etc.
  • Provide tax structuring advice
  • Project manage the sale process to minimise risk and ensure a smooth completion

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We engaged Anu and his team to provide corporate finance advice and support for our recent acquisition of a complementary business located in the Netherlands. This was a complex transaction involving a share and asset purchase as well as three different jurisdictions for both law and tax considerations. We really appreciated his structured and problem solving approach. Further given that this was a complex transaction, he created an environment that allowed us to constructively discuss matters as well providing us time to think and understand those matters to get to the ‘right answer’. He clearly understood the deal issues, helping us evaluate those to make the sure that the legal documents reflected the intent of the agreement between the parties. We would happily recommend Anu and his corporate finance team.
Pat Rocholl
Gem Containers Limited
The fast growth nature of the target along with a finance function that had not been through a sale process before meant that some areas of the diligence were challenging. Roffe Swayne showed great professionalism and commerciality in overcoming these challenges and helped to conclude a successful transaction. We found the Roffe Swayne team very approachable and responsive to our needs as they changed during the course of the engagement. We look forward to working with Roffe Swayne again in the future and would happily recommend them.
Richard Morrison
Rockpool

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