Specialist Advisory

Due Diligence

Due Diligence

Comprehensive financial and commercial due diligence services to support M&A transactions, enabling acquirers to identify risks, validate assumptions, and make informed investment decisions.

Financial Due Diligence

• Quality of earnings analysis and normalisation
• Working capital analysis and requirements assessment
• Balance sheet review and asset verification
• Cash flow analysis and forecasting
• Financial covenant and debt structure analysis

Tax Due Diligence

• Tax risk assessment and exposure identification
• Uncertain tax position evaluation
• Transfer pricing compliance review
• Tax loss and relief availability assessment
• Post-transaction tax structure recommendations

Commercial Due Diligence

• Market position and competitive analysis
• Customer concentration and contract review
• Supplier relationships and dependencies
• Operational efficiency and process review
• Management and key personnel assessment

MBO / MBI

MBO / MBI

Specialist advice and support for management buy-outs (MBOs) and management buy-ins (MBIs), helping management teams acquire businesses with strategic planning, financing support, and transaction execution.

MBO / MBI Transaction Support

• Transaction structuring and deal negotiation
• Financial modelling and business plan preparation
• Financing strategy and lender presentations
• Vendor negotiations and purchase agreement support
• Tax-efficient transaction structuring

Management Team Support

• Equity structure design and management incentive schemes
• Due diligence coordination and risk assessment
• Integration planning and post-transaction support
• Ongoing financial management and reporting
• Exit planning and value realisation strategies

Buying A Business

Buying A Business

Comprehensive support for business acquisitions, from initial target identification through to post-acquisition integration, ensuring successful transactions that create value for acquirers.

Acquisition Strategy

• Target identification and screening
• Strategic fit assessment and synergy analysis
• Valuation and pricing strategy
• Deal structuring and negotiation support
• Financing arrangements and lender coordination

Transaction Execution

• Due diligence coordination and management
• Purchase agreement negotiation and review
• Tax structuring and clearance applications
• Regulatory approvals and compliance
• Completion support and post-acquisition integration

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Valuations

Valuations

Independent business valuations for M&A transactions, fundraising, strategic planning, and dispute resolution, providing robust and supportable valuation analysis using recognised methodologies.

Valuation Methodologies

• Discounted cash flow (DCF) analysis
• Comparable company and transaction multiples
• Asset-based valuations
• Sum-of-the-parts valuations
• Option pricing models for complex structures

Valuation Services

• Business valuations for M&A transactions
• Share valuations for fundraising and employee share schemes
• Strategic planning and value driver analysis
• Dispute resolution and expert witness services
• Regulatory and tax valuations

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Demergers

Demergers

Strategic advice and execution support for corporate demergers, enabling groups to separate businesses tax-efficiently while maintaining value for shareholders and ensuring regulatory compliance.

Demerger Planning

• Demerger structure design and tax efficiency analysis
• Statutory demerger relief planning and clearance applications
• Shareholder value analysis and communication
• Regulatory compliance and approvals
• Separation planning and operational independence

Demerger Execution

• Transaction documentation and company law compliance
• Tax clearance applications and HMRC engagement
• Shareholder approval processes
• Post-demerger structure and governance
• Ongoing support and advisory services

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Succession Planning

Succession Planning

Comprehensive succession planning services to help business owners transition ownership and management effectively, ensuring business continuity while optimising tax outcomes and preserving value.

Succession Strategy

• Succession planning strategy development
• Family business succession and governance
• Management succession and leadership development
• Exit strategy planning and timing
• Tax-efficient succession structures

Succession Execution

• Share transfer planning and execution
• Business Asset Disposal Relief and other tax relief planning
• Employee ownership trust structures
• Management buy-out support
• Post-succession support and advisory services

Learn more about our Succession Planning services →