Enabling a seamless management buy-out

Client overview

An Essex-based foreign exchange (FX) company approached us to assist with a management buy-out (MBO). The business required a discreet and strategic solution to enable continued growth under new leadership. 

How we supported our client

We were engaged to guide our client through a discreet and strategic transaction. Our support included: 

• Conducting an initial valuation of the company 

• Advising on the structure of the deal from a tax perspective 

• Reviewing the heads of terms to ensure the deal aligned with our client’s objectives 

• Liaising with the seller’s legal representatives to maintain clarity and progress 

Reviewing the final share purchase agreement to safeguard our client’s interests 

The results

“We were pleased to support the management team in acquiring the business. Our focus was on ensuring the process remained discreet and efficient, allowing them to take ownership with confidence and minimal disruption.” – Stuart Sheldrick, Director & Head of Corporate Finance