Management advisory

We guide management teams through the complexities of M&A and private equity transactions.

Whether you’re planning for exit or raising finance, our experienced team helps you create value, safeguard your interests, align your goals and mitigate risk.

We provide commercial and pragmatic advice to help you effectively negotiate with investors to achieve a fair and favourable outcome. We also connect with our expert tax and employment colleagues to identify tax-efficient solutions and structure employment contracts and incentive packages to retain top talent.

Our experience includes:

  • Advising the shareholders of an IT services implementation business on the sale of the company to a digital transformation consultancy. This complex transaction involved shareholders based in England, the US, Poland and India, as well as intricate earnout negotiations and technical immigration issues.
  • Advising the majority shareholders on the sale of the entire issued share capital of FWD View Ltd, a financial market data transformation specialist, to Nagarro, a global digital engineering group. The transaction involved share options and equity incentives advice, the negotiation of complex earn-out arrangements, and cross-border closing mechanics.
  • Advising family office investor Kaye Enterprises and the management team on the recent investment in Waterscan by private equity house Lloyds Development Capital, a subsidiary of Lloyds Banking Group.
  • Advising OCL Vision Group Ltd, founded by leading eye surgeons, on an investment by BGF Investment Management Ltd which addresses the SME funding gap in the UK and has invested in hundreds of companies with a balance sheet of £3bn.
  • Advising Live Business Group Ltd, a leading international entertainment supplier, and its founders on an investment by Literacy Capital plc, an investment trust co-founded by Paul Pindar and Richard Pindar, listed on the London Stock Exchange.
They have a range of specialisms alongside a unified approach that suits the nature of our business operations. I have always had confidence that the individuals supporting us will examine every aspect of an issue and make representations in our best interests.
CHAMBERS UK