Management & Leveraged Transactions

In some instances, the owners approach the management team with a view to retire or monetise their investment and wanting to leave the business in capable hands. The MBO process can be a significant disruption to managers who must attend to the running of the business at the same time as resolving the structure, financing and completion of the transaction.

PSG Capital has the expertise and experience to steer management through each phase of the MBO transaction. Our aim is to help management achieve the most favourable price with the most appropriate financial structure at the lowest margin financing. We offer independent advice with a complete transaction management service.

Contact us if the following circumstances exist in the business you manage:

  • Certain parts of the business is no longer seen as core activities
  • The business is in financial distress and needs cash
  • Parts of acquisitions are unwanted
  • In a family business: succession issues through the retirement of the owner
  • Your management team stands to gain independence, autonomy, influence strategy and direction with the prospect of capital gain

PSG Capital's MBO Advisory services include:

  • Performing a business valuation and feasibility assessment
  • Advising on the financial structuring
  • Advising and assisting with capital raising including management equity, private equity , debt- and seller / vendor financing
  • Assisting with tax structuring and legal advice
  • Negotiating and facilitating towards a successful buyout