We counsel and advise companies through a mix of:

• Involvement
• Engagement
• Partnership and
• Risk sharing

on:

• How to enhance a business’s valuation prior to a transaction
• Transacting a company sale
• Transacting a company acquisition

1. The valuation enhancement process can take anywhere between 6 months and several years. Few companies have carried out the necessary audit and follow-on corrective work to maximise their valuation, even though it can add significant value.

We work with either shareholders or/and management operating within these types of companies:

• High-value specialist manufacturing
• Software and digital-related
• Services such as healthcare and education

The company concerned must have all four of the following criteria:

• Possess a management team that is both ambitious and in a hurry (not just looking for a life-raft)
• Have a product or service (in development or fully developed) that is both innovative and needed by the international market
• Achieved or possess international aspirations
• Majority of shareholders with similar objectives

We operate on assignments where:

• Practical hands-on experience is required.  We act pragmatically. We focus on people. This is how we generate competitive success
• Management does not have the time or experience
• Shareholders and/or management require an independent viewpoint

Our own experiences as operational managers cover answering the following key questions:

• How to generate a competitive advantage and protect it over the short to long term?
• What organisational form provides optimum support for the business model and its strategy?
• How to strengthen the powers of resistance to protect the company during critical phases and against exogenous shocks?
• How to increase operational performance throughout the entire company?

Following on from the above, we are experienced in instigating and completing transactions such as acquisitions and disposals.

Due to our size:

• We are less likely to have conflicts of interest
• We are light on our feet
• We can maintain absolute confidentiality
• We are hands-on

We are a small group of successful executives who have been in senior positions across a wide variety of roles and commercial organisations operating globally and domestically. The companies include startups, growth phase businesses to well-established enterprises.

We have an insiders’ view of the issues and pressures faced by an owner selling / buying a business / creating a JV / business collaboration (the pitfalls, the highs and the lows of deal-making, the dos and not-to-dos), alongside operating the business day-to-day.

Our remuneration is based on any of the following bases:

• The advisory time variable or fixed with a standard reimbursement
• Advisory time variable or fixed and reimbursed in the form of shares (sweat capital)
• Success fee (for example on a successful company sale)
• Return on any direct investment that we have made in the form of shares for cash
• Combination of any of the bases above

• Objective – Our objective is to provide expert, independent analysis, using specialist knowledge, research and contacts to advance our clients’ interests
• Legality – Our policy is to strictly adhere to all applicable laws and regulations
• Confidentiality – Our clients’ information and instructions are held in the strictest confidence at all times

A merger and acquisition deal is probably the biggest deal of your life, sometimes coming at the end of a long career, so completing a successful transaction is key to your future.

In some instances, there is one only one chance to get a great deal done. It is therefore important to know and complete the right steps to reach a successful outcome.