Plan the next stage for your business with our expert support for management buyouts (MBOs). We can help you to price, structure, and raise finance to fund the buyout.
A MBO allows business owners to realise value and transition ownership to their management team, while minimising disruption to the business, its staff and customers. Additionally, it provides management teams with a once-in-a-lifetime opportunity to own the business that they run.
We offer trusted advice and guidance for business owners and management teams at all stages of the buyout process, as well as helping buy-in candidates identify and acquire a suitable target business.
Our experienced team has a strong understanding of the challenges and complexities involved in creating a well-structured, well-funded deal that benefits all parties.
We offer a range of corporate finance services to simplify the transaction process and ensure a seamless ownership transfer, including feasibility assessments, fundraising and comprehensive deal support.
Feasibility
Before diving headfirst into a MBO, you need to be certain it is a viable option. Through a feasibility assessment and detailed financial modelling, we can evaluate the viability of a MBO and provide honest advice on how to move forward.
A variety of factors impact feasibility, including financial performance and forecasts, business valuation and the availability and likely terms of external finance. The assessment results help us determine a realistic offer price for the target company, outline funding requirements and structure a deliverable deal for all parties.
If a MBO is not feasible, we can advise on alternative strategies that are more likely to achieve long-term success.
Accessing finance
Typically, management teams will not have the requisite personal funds available to acquire the business and will need to source external funding. As one of the most active dealmaking teams in the UK, PKF Corporate Finance has relationships with hundreds of specialist mid-market debt and private equity funders who can support MBOs. We utilise our knowledge of these markets to structure the right funding solution for every transaction.
Deal support
Negotiating a MBO can become complicated very quickly, as several parties and conflicting interests are often involved. We specialise in deal management and can guide your transaction to a timely, successful conclusion. We can act as an objective voice in negotiations to help finalise an agreement that satisfies stakeholders and protects the interests of lenders and investors.
Our comprehensive services also include deal structuring, navigating legal and due diligence processes, and expert assistance from the PKF transactional tax team.
Sectors
Our team has experience in working with manufacturers, wholesalers, service providers and retailers across a range of sectors.
Food and beverage
Franchise
Technology and telecommunications
Financial services
Industrials and engineering
Automotive
Self-storage
Hospitality and leisure
Healthcare and life sciences
Professional services
Business services
Consumer
Real estate and construction
Transport and logistics
Education
Energy, utilities and infrastructure
One of the most active dealmakers in the UK
PKF Corporate Finance is the 5th most active dealmaking team in the Midlands and 7th in the UK. In 2023, we completed more than 120 deals worth over £2bn in value. We specialise in deals valued between £5m and £50m while having the capabilities to transact between £2m and £150m.
Annual Deals Review
