MBO Investments

We understand the complexities involved in Management Buy-Outs (MBOs) and the importance of protecting your investment. That’s why we take a proactive approach to guide you through every stage. Our extensive experience in this sector allows us to develop a deep understanding of all stakeholder interests. This translates to tailored advice that addresses your specific needs and empowers you to make confident decisions.

Our proven track record demonstrates our success in supporting management teams throughout the entire MBO lifecycle, from initial planning to eventual exit. By leveraging our sector expertise, we offer a holistic service that maximises your potential for a successful outcome.

How We Can Help

We can help ensure the safeguarding of your investment:

  • Explore your MBO options with confidence: We’ll work with you to assess MBO suitability, carefully evaluating your business potential, vendor expectations, and management team to identify the best exit strategy for you.
  • Structure your financing for long-term success: Our skilled negotiators secure realistic repayment schedules for vendor loans, ensuring a sustainable financial foundation for your investment journey.
  • Mitigate risk and secure your loan recovery: Through a thorough review of your business cash flow, we help safeguard repayment stability and minimise financial risk.
  • Protect your investment with clear legal documents: Our team meticulously drafts all legal documents, including investment and shareholder agreements, ensuring clarity, compliance, and adherence to your interests.
  • Make informed decisions with comprehensive due diligence: We conduct thorough due diligence reviews, proactively identifying and mitigating potential risks to empower you with strategic foresight for confident decision-making.
  • Maximise value extraction with strategic negotiation: We’ll work collaboratively with you to negotiate transaction terms and warranties, implementing restrictive covenants where necessary to safeguard your interests and maximise value.

Speak to a lawyer today

On 0121 233 4333 or request a callback

Why Choose Us

We understand the complexities of transactions, from pricing and structuring to financing alternatives. By partnering with both management teams and vendors, we bring a wealth of experience to the table.  Our focus is on achieving your goals, and our client-centric approach ensures clear communication and a smooth investment journey.

Entrust your MBO investment journey to our solicitors and benefit from:

  • Work with a dedicated solicitor: Our MBO investment solicitors will provide you with personalised attention throughout your investment journey.
  • Experience peace of mind: Recognised by Legal 500 for excellence, we ensure you receive the highest quality legal representation.
  • Benefit from trusted guidance: Our Lexcel accreditation and Solicitors Regulation Authority authorisation guarantee ethical and professional service.
  • Find solutions that work for you: Our in-depth knowledge of corporate law allows us to tailor strategies to your specific challenges.
  • Leverage our team’s expertise: Our team of solicitors, recognised regionally and nationally, brings a wealth of experience to the table.
  • Gain a global perspective: Our international associations provide valuable insights to complement our local expertise.

Our Recent Cases

  • Successfully guided the management team of Stalis Limited through their management rollover within the medical technology and healthcare data company. This transaction involved selling their £5.5 million shares for reinvestment into the buying group, Egress Limited and FPE Capital.
  • Supported the majority shareholder of Now Education Group Limited in achieving their financial goals through a £28 million MBO backed by private equity firm PrefEquity along with security lending from Lloyds Bank.
FOR LIFE - PROPERTY - REMORTGAGING AN INVESTMENT PROPERTY

Testimonials

Meet the team

Senior Associate, Corporate

Solicitor, Corporate

Associate Solicitor, Corporate

Solicitor, Corporate

Senior Partner, Corporate

Consultant, Corporate

Senior Associate, Corporate

Senior Associate, Corporate

Partner, Corporate

Frequently asked questions

Speak to a lawyer today

On 0121 233 4333 or contact us below.

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