Transactions

Business Sales

Business Acquisitions

Fundraisings

Business Sales

Sale SOFTWARE 5.6M Business Sale valued at 5.6m to an AIM listed group; managed a rapid deal timetable to avoid competitive issues complicating the deal.		Sale - MBI AUTOMOTIVE 5M Loss making VC backed business which was turned round, refinanced and then sold for 5m; involvement included being part of the MBI team.
Sale TELECOMS 13M Thorough preparation for sale by improving margins, identifying KPIs and reducing customer delivery times led to the 13M business sale.		Sale SOFTWARE & SERVICES 13.5M 13.5M sale to a public company despite complicated negotiations involving an unusual vendor share structure.
Sale - MBO RETAIL CONSESION Loss making business turned round via re-negotiation of concession and supply contracts and resulting margin improvement. Business sold to the management team as an MBO for the value of debt.		Sale RETAIL MAIL ORDER Retail mail order business breaking even sold for an undisclosed sum to manufacturer wanting entry to retail sales.
Sale FINANCIAL SERVICES 9M Break even business re-engineered through budgetary control, delegation of responsibility to the management team and refocused IT system to deliver timely key performance indicators. Business sold for 9m + earn out.		Sale - MBO SOFTWARE & SERVICES 1.25m Sale of a foreign subsidiary of a UK group to the local Czech management as an MBO, following a confidential auction process.
Business Acquisitions
Acquisition RETAIL 200K Early stage business funded through acquisition bank loan to make 200k business acquisition. Our involvement was through drafting the business plan, negotiating the acquisition and post acquisition integration.		Acquisition & IPO SOFTWARE 13M Preparation and project management of an IPO raising 6m used in part to make a 13m acquisition, paid for in cash and shares.
Acquisition SECURITY SECTOR 500K 500k Acquisition of a CCTV security company in October 2024, funded by Business Angel funds. The funding was secured under the tax efficient Enterprise Investment Scheme.		Acquisition IT SERVICES 750K Acquisition of an IT services business for 750K, funded through bank finance.
Acquisition MOBILE TECHNOLOGY SECTOR 3.7M 3.75m Acquisition of a Danish division of a private company. Acquisition subject to Danish law. Efficient tax planning ensured a 1.75m tax shield for the first 2 years of trading.		Acquisition SOFTWARE SECTOR 1.3M 1.3m acquisition of a privately owned software company. Detailed earn out clauses were negotiated, aligning the vendor and acquirer interests.
Acquisition DEFENSE & TRANSPORT SECTORS 3.3M 3.3m acquisition of a VC owned Defence and Transport electronics company. Original price was 9m, eventually acquired from Bank who received the bulk of the consideration for their 5.5m indebtedness.		Acquisition IT SOLUTIONS SECTOR 1.1m 1.1m acquisition of a division of BAE Systems Plc. This was an assets and people deal, negotiated over 9 months, giving a 12 month payback. Intellectual Property issues were key .
Acquisition WATER SECTOR 2M 2m Acquisition of a privately owner managed water cooler service company, acquisition funded by Venture Capital and Bank facilities. Consideration phased by secured loan notes to spread tax burden for Vendor.		Acquisition WATER COOLER 500K 500k Acquisition of a partnership owned water cooler service business, funded by Venture Capital and Bank facilities. This was an asset purchase deal and with less complete Vendor records .
Acquisition WATER SECTOR 3M 3m Acquisition of a branded service company, funded by VC and Bank facilities. This company was part of a group of three companies trading under the same Brand. Options to acquire sister companies negotiated.		Acquisition WATER SECTOR 1M 1m Acquisition of a branded service company. Acquisition of sister company to an earlier acquisition. Tricky negotiation with Vendors, declining 'option to purchase' for 3rd Ltd Co.
Fundraisings
Angel TRAVEL 675K Angel fundraising of 675K raised, qualifying for EIS tax relief, together with a commitment to further required funding .		IPO FLOAT SOFTWARE6M Preparing and project managing this IPO flotation raising 6m, giving the Plc funds to pursue acquisitions, including one agreed pre IPO .
Equity & Debt TECHNOLOGY 6M 2.5m Fund Raising via institutional funders completed in late December one day before the Christmas break. Bank Debt facilities of 3.75m arranged .		Equity Placing TECHNOLOGY 3M 3m Fund Raising via institutional funders .
Equity Placing and IPO TECHNOLOGY 4M 4m Placing with institutional investors, part of the funding qualifying for Enterprise Incentive Scheme tax status. Open Offer document to all shareholders, subject to Public Offer of Securities legislation (equivalent to IPO) .		Venture Capital WATER COOLERS 6M 6m Fund Raising from Venture Capitalists. Preparation and review of information pack; presentations and meetings with Venture Capital funds resulting in Funds invested and Board representation.
Bank OVERDRAFT & LOAN 300K Development of business plan and sensitivities: Comparison of alternative banks: Securing 300k working capital, invoice discountings and loan facility .		Bank WORKING CAPITAL FACILITY Advice to early stage client: Review of style, content and presentation to bank: Bank overdraft achieved.