Making the most of your MBO

Your primary objective:

To make the most of a once-in-a-lifetime opportunity to take control of your personal and financial destiny.

Explore the feasibility, pricing and funding of a buy-out of the business you manage (or would like to manage)
Find the most suitable investment fund(s) to back you
Negotiate a deal that gives you as big a stake in your future as possible

Your concerns:

Financial feasibility

We can help you work out what level of debt the cash flows will support, and what amount of equity the private equity funds will be willing to commit, based on a review of your cash flow history and projections. Then the question is: would a trade buyer pay more? If so, what are your chances? Shield has plenty of experience in achieving MBO success against the odds. See our recent case study on TDSi.

Getting a fair deal for management

Shield can help you find the best backers for your particular business. We know the private equity world well and understand the size and sector preferences of the many funds in the UK and internationally.

Approaching the current owners

With some owners suspicious of management buy-outs and the conflict of interests they may create, it can be dangerous to declare an interest. Shield helps you assess the risks involved and explore owners' attitudes, without compromising your current position.