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Our corporate finance and transaction services team specialises in advising companies looking to sell or make acquisitions, raise funds or IPO by way of a Standard or NEX listing.
We help our clients maximise the return on their business transactions. We’ll work with you to make the deal process as smooth as possible, providing clear, effective advice throughout. We offer an experienced, personal, expert service and are dedicated to delivering results. With strong attention to detail and a problem-solving mentality, we focus on speedily resolving any issues as they arrive and are always driven to deliver the best possible outcome for you.
Having confidence in your transaction is crucial. We will undertake the financial due diligence for you, providing a written report on the historic financial information of the target company and its projections.
We provide full support throughout your transaction, offering a Quasi FD who will be available to guide you throughout the process, whether it’s a sale or IPO.
Transactions involve significant sums. Our experienced team can help you achieve the best value for money and put your business in the strongest financial position.
We can advise you through the sale, listing or fundraising process from start to finish, assisting with business plans and financial models, valuation of your company or key assets and preparing documentation for a listing or fundraise.
Our team members are all chartered accountants and trained auditors so, unlike many firms, we have worked on both sides of transactions, giving us a clearer perspective of what is required to work successfully with other advisers and completing deals smoothly and efficiently. We also have the advantage of a wide range of expertise (from corporate and personal tax to VAT and company secretarial), all in one office, offering maximum convenience and cost-effectiveness for you.
Whether you are undertaking a listing, sale or acquisition it is essential that your finance function has the resources to deal with the requirements of external advisers and other stakeholders. Every corporate transaction means a period of high pressure for the directors and management team. Our knowledge of the listing and sales processes, together with our technical and commercial expertise, ideally places us to provide a hands-on service in providing practical assistance with information gathering and organising, preparation of key documents, liaising with other professionals to ensure smooth running of the timetable, as well as providing strategic advice.
We aim to make every transaction as simple and stress-free as possible for management by ‘hand holding’ management through the process. We sit alongside management and have the expertise and experience to offer as much or as little support as is required. We are not simply advisers; we are always happy to “roll up our sleeves” to ensure a transaction completes.
Buy
We work with businesses on every aspect of the transaction. Our team will evaluate the opportunities through extensive due diligence, lead your business through price adjustments and advise on the financial aspects of the sale and purchase agreement, highlighting issues that may lead to negotiation of a better price or identifying matters for which warranties and indemnities should be sought. We can also provide an understanding of the ongoing working capital requirements of the combined entities. Our approach is both practical and commercial.
Our team can advise on developing the most tax-efficient structure for your business and will deal with any tax clearances. We have the advantage of being able to bring in all areas of expertise needed for a transaction through our one office.
Sell
We advise on all aspects of business sales, from identification of suitable targets through to final negotiations and completion.
We spend time with you and your team to understand your business, its strengths and weaknesses, so we can not only help you market those positives, but help manage and address the negatives. Our focus is on providing support and advice while seeking to optimise value for the shareholders.
For various reasons, businesses need to understand the value they hold, whether in their assets or the value of their own shares. We undertake valuations for sales and acquisitions, shareholder disputes, financial reporting purposes and tax planning. Our team is experienced in dealing with a variety of valuation issues, including valuation of businesses, shares, intangibles and share options. Our knowledge of valuation strategies, combined with our experience, ensures a cost-effective and professional service.
We can also assist with the pricing of share issues where the business is preparing for an IPO or sale, and the valuation of target companies during acquisitions. We can provide valuations where there is a shareholder or matrimonial dispute, damages claims or insured losses.
We use a variety of methodologies, techniques and judgement to arrive at an appropriate valuation.
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