Lead Advisor Service for a Management Buy-Out / Management Buy-In

Hardy Transactions Management’s role as Lead Advisor will usually include the following areas:

  • Initiate dialogue
  • Produce Business Plan
  • Develop and prepare valuation based on financial projections
  • Present bid to potential vendor
  • Negotiate deal
  • Determine most appropriate funding structure
  • Approach and negotiate with funders
  • Project manage deal to successful completion.

Selected MBO/MBI Transactions

Advising the management team and arranging the funding for the management buyout of a specialist logistics operator.

Advising the exiting shareholders on the structure and cash extraction for a change of ownership to incumbent management.

Advising and fundraising to facilitate the acquisition of a surface coatings business for a management buy-in tea.

Advising a management buyin team on the structuring and funding of the purchase from a family trust.

MBO and MBI Advice

Hardy Transaction Management will help you test the viability of your proposed MBO/MBI by assessing the debt capacity of the balance sheet, identifying the equity funding required and testing the resultant credit statistics against the various parameters applied by the Banks and Venture Capital funds we deal with.

The experience and expertise of the Hardy Transaction Management team affords us a significant advantage when negotiating on your behalf. Very few firms which offer MBO/MBI advice have had the first-hand experience of organising their own MBOs.

We will, if required, assist with the raising of finance and manage the transaction through to the completion of MBO/MBIs. Our expert MBO and MBI advice ensures that the price and financial structures agreed are sensible and viable in the long term.

Hardy Transaction Management work proactively with a small number of high calibre managers to identify acquisition targets for MBI opportunities, negotiate deals and raise the necessary equity and debt funding. So if you have had the experience of managing a business with turnover in excess of £5 million and are interested in looking for MBI opportunities, we are the financial advisory firm you need to work with.