Chartered Insurance Institute · Chartered Institute for Securities & Investment · London

Service 04

Mergers & Acquisitions — boutique M&A advisory, UK

The whole company or a controlling stake, through to completion.

Discretion. Integrity. Diligence.

DiscretionPrivate information remains private. Nothing shared without your permission. Opportunities held for a private, trusted few.

IntegrityHonest advice. Straight answers. Nothing hidden.

DiligenceEvery detail checked. Every party verified. Both sides protected.

Selling or buying. Vetted on both sides.

Boutique M&A advisory in the UK, whether you are selling or buying a whole business or a controlling interest (50% or more). As a small business M&A advisor, we offer sell-side M&A advisory and work on the buy side too.

IF YOU ARE SELLING

We prepare the information memorandum from your fact find, research potential buyers and agree the list with you. Each buyer receives an anonymous summary first, and we vet those who are interested before they sign an NDA and receive the full details. We then run the due diligence, and support you through offers and heads of terms to completion, alongside your solicitors.

IF YOU ARE BUYING

We find out what you want to buy, check your proof of funds and match you to businesses that fit. You receive an anonymous summary first, then the full details after you sign the seller’s NDA. We then run the due diligence, and support you through your offer and heads of terms to completion, alongside your solicitors.

WHAT WE REFER

Minority stakes and development capital are referred to authorised partners.

WHEN TO USE IT

When you have decided to sell or buy, or when an offer arrives and you want advice before you respond.

HOW WE WORK WITH YOU

Discretion: buyers receive the information memorandum only after signing a non-disclosure agreement.

Integrity: your information memorandum describes your business accurately.

Diligence: we check the business commercially, financially and legally before terms are agreed.

The first step

Every engagement starts with an application.

We take on work only where we can make a difference. The application tells us what you want to achieve, by when, and how this fits your wider plans.

Apply to work with us →

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