Building a business
MBO/MBI
Whether you are a management team looking to arrange and fund a Management Buy Out (MBO) or Management Buy In (MBI), a business leader looking to run your own venture or a private equity house looking to find a quality MBI candidate to head up a large leveraged Buy Out, Jerroms Corporate Finance has a highly experienced private equity team in place to help you achieve your objectives.
Completing a successful MBO/MBI is a stressful and complicated process for any management team looking to take a greater ownership position with their business. It comes with some inherent risks of negotiating with funders as well as the seller (your employer) and it is critical that you are professionally advised right from the start.
Our work typically covers several stages including:
- Assessing the overall feasibility of the MBO
- Approach to and negotiations with the seller/shareholders
- Advising on business plan, information memorandum and forecast models
- Determining the financial structure
- Advise on the optimal tax structure and protections for management and the continuing business
- Select appropriate Debt and Equity partners from our extensive network and negotiate the best structure and deal for the management, benchmarking terms and pricing
- Project manage the entire deal from start through to completion
As part of our service of advising on the process from start to finish, we begin by establishing your deal criteria, ambitions and plans.
Get in touch
Working closely with our colleagues at Jerroms Miller Specialist Tax .
We can help you explore how an Employee Ownership Trust could work for your company.
Jerroms Mortgage & Finance Ltd is registered in England and Wales. Registered number 11459888. Registered Office address as above. Authorised and regulated by the Financial Conduct Authority (reference number: 829252). Mortgages Together, Stratford Corporate Finance and Business Finance Quote are trading names of Jerroms Mortgage & Finance Ltd. VAT No. 326 4715 04.
Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.
Client Directors of the firm are not directors of Jerroms and are not subject to the obligations and responsibilities of directors within Part 10 of the Companies Act 2006.
Jerroms is a trading style of both Jerroms Business Solutions Limited (08923059) and Jerroms GCN Limited (08433008). Registered Office for each of these Companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH. A list of directors is open for inspection at the Registered Office.
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