Supporting an education services provider on a successful management buyout 

The team advised the management team of a long-established service provider to the education sector on the successful completion of a management buyout (MBO), securing the future ownership of the business and creating a platform for continued growth.  

The business has built a strong reputation within the education sector, delivering specialist services to educational establishments and developing long-standing relationships with its customers.  

The transaction enabled the management team to acquire ownership of the business, ensuring continuity for customers, employees and stakeholders while creating a strong foundation for the next chapter in the company’s development.  

“Management buyouts can be highly effective succession solutions when supported by the right structure and advice. It was a pleasure to work alongside the management team and help them achieve a successful outcome.” – Stuart Sheldrick, Corporate Finance Director at Affinia.

How we supported

Our Corporate Finance team worked closely with the management team throughout the transaction, providing strategic advice and practical support from initial discussions through to completion. 

Our involvement included: 

Assisting with negotiations throughout the transaction process

Advising on the deal structure to support the objectives of all parties

Securing the necessary tax clearances

Reviewing the Share Purchase Agreement (SPA)

Providing ongoing corporate finance and transaction advisory support

Working collaboratively with the management team and wider advisers, we helped navigate the complexities of the transaction and maintain momentum through to successful completion.  

The outcome 

The management buyout was completed successfully, enabling the management team to take ownership of the business and continue leading it into its next phase of growth. 

The transaction provides continuity for customers, employees and stakeholders while positioning the business to build on its established reputation and continue delivering high levels of service. With ownership now in the hands of the management team, the business is well placed to pursue its long-term ambitions and future growth plans.