Current Mandates
Current Merger & Acquisition Mandates
Specific industries of interest include:
- Food processing, distribution, including Food Service
- Financial services
- Industrial manufacturing, engineering & services
- Distribution / industrial & FMCG
- Retail, specialty niche branding with national footprints
- IT, including niche vertical market software products
Bank Facility Restructuring
The Firm has completed the successful restructuring of several clients’ commercial and private banking facilities that included increased facility levels on significantly improved terms and conditions.
Divestments & Vendor Sell – Downs
- Trade sales & merger situations
- Buy-out of one shareholder with remaining shareholders partnering with new investor
- Injection of new equity funds to fund growth & retire debt etc.
- IPO solutions
Specific criteria include:
- Scaleability, with excellent growth potential
- Strong management team, and well - established systems
- History of profitability
- Limited exposure to import competition
- Niche market leadership
- Saas & ARR
Private Equity Raisings
The Firm is constantly approached by Private Equity groups, Trade Purchasers as well as Private Investors, including Family Offices who are actively seeking investment opportunities in commercial situations where there is:
- A retiring shareholding seeking an exit strategy, and to retain a minority interest in the business
- A strong management team in place
- A requirement for equity to fund a planned development & acquisition programme, including bolt – on acquisitions