Management buyouts and buyins

For an exiting owner, an MBO will offer an attractive succession plan, as there will be continuity of management and no requirement to disclose confidential information to outside parties. An MBO is an attractive option for businesses with retiring owners, a track record of profitability and a strong, motivated management team with a clear vision of the future direction for the business. 

A MBI is similar to an MBO, but the management team is external to the business. The risks are different, as MBI teams will not have the same detailed knowledge of the business, but the latter could potentially have gained sector experience and could therefore identify the potential a business has to generate good returns to its shareholders. 

We can assist you with each stage of the process, offering sound commercial advice and support, enabling you to remain focused on running the business. 

Our services include: 

• Assessing the viability of the proposition

• Valuation of the business to be acquired, deal structure and tax planning

• Preparing a business plan and financial projections

• Raising capital 

• Negotiations with vendors and financial backers

• Project management of the transaction throughout

A management buyout (MBO) can be one of the best ways to sell a business where continuity, confidentiality, and stability are important. They are especially relevant when: 

• An owner is planning their business exit strategy and wants to ensure the company remains in safe hands. 

• There is a strong management team with the skills, ambition, and access to MBO funding options to take the business forward. 

• The business is profitable and growing, making it attractive to a range of funders including private equity and venture capital investors. 

• Confidentiality is essential, and a wider M&A process might not be suitable. 

• Family-owned companies are considering family business succession planning as part of their succession development plan. 

Whether you are a management team seeking to acquire an existing business, or a founder seeking to use an MBO to exit your business, our team can guide you through the transaction process, including financial due diligence, funding options, and succession planning. 

Management buyouts (MBOs) and management buyins (MBIs) are complex yet exciting transactions that need professional project management to ensure that they are completed smoothly, without any negative effect on the business. Our deal advisory services help owners and management teams manage complex corporate finance and M&A transactions with confidence.  

Our expertise covers: 

• Transaction advisory services – including due diligence, business plans, and negotiation. 

• Succession planning – from family business exit planning to wider business succession strategies. 

• M&A advisory – supporting both buy-side and sell-side M&A, including acquisitions, business sales, management buyouts (MBOs) and management buyins (MBIs). 

With strong links to funders, private equity, and other investors, we ensure your transaction runs smoothly and creates lasting value.