Management Buy-Outs & Buy-Ins

Structured correctly, MBOs/MBIs are an excellent way to pass a business into the safe hands of the management team.

An MBO/MBI allows the incumbent management to take an equity stake in the business they are running. If the management team share the same vision as the current shareholders and both parties’ aspirations are aligned, a transaction can be completed with relative ease. 

We project-manage the process from start to finish, advising on deal structure, valuation, feasibility and the sources of funding. We take a hands-on approach to each engagement at every stage.

Funding can be sourced from vendors, banks, private equity firms, family offices, alternative lenders or from the management team’s personal resources. We are also well-placed to advise clients looking to refinance existing debt facilities or raise new debt funding lines.

We have long-standing and established relationships with all types of funders and we can use our experience to negotiate, achieving competitive pricing and the very best terms. MBO/MBI transactions can allow the vendor to extract a significant proportion of value today while maintaining a minority stake in a ‘Newco’ structure.