Winkworth Corporate Finance | Independent M&A advisory services

PREPARATION

Preparation is the key to a successful outcome and at Winkworth Corporate Finance, we know that each individual situation requires personal service and a tailored approach.

We begin with a fundamental assessment of the optimal timing to launch a sale process in order to achieve the transaction which meets your objectives:

are there specific circumstances (personal, commercial or regulatory) which may dictate timing?

has the business developed a strong track record of financial performance, leading to a compelling growth forecast?

is there a credible executive manangement team to lead the business post-transaction?

The answers to these and other questions will determine when to launch and what changes should be made to the business ahead of time to maximise the outcome through the sale process.

MARKETING

We will work with you to develop a compelling information memorandum which highlights the company's key competitive strengths and incorporates a detailed analysis of the historic financial record together with a substantiated growth forecast.

We will also agree with you a targeted list of potential counterparties to approach in confidence on your behalf. This may include trade and private equity buyers.

EXECUTION

We will solicit indicative offers for the business based on the information memorandum and meetings with management, and then negotiate with interested parties to optimise the terms of a deal.

Once agreed, a preferred party is selected which then has a set period of time to complete detailed due diligence and to negotiate legally binding documentation.

Independent M&A advisory services

Bespoke and discreet process management for business owners who want to realise value from the companies they have built

Our services

We provide a full-service

offering to optimise the result, not only in the value realised but also in the structure of the deal

At Winkworth Corporate Finance, we offer a senior hands-on approach to our clients.

If you choose to appoint us, the person you shake hands with at your first meeting will be the one who manages your process from start to finish - there's no junior team that get substituted in at the last moment.

We are completely independent and only offer M&A advisory services - we are therefore not motivated to cross-sell other services to you. We do always work with other professional service providers in the course of an assignment, typically legal and tax advisers, and whilst we are happy to make recommendations, it will be your decision as to whom to retain.

Our fees are largely contingent upon the successful completion of the process. As this rightly remains your decision to the point of executing legally binding documentation, it is critical both for us and for you to ensure that we are both confident of achieving your objectives before we embark upon a process which will typically last for a minimum of 6 months.

That is why we ask for a lot of information before accepting a mandate - rest assured therefore that we will only accept a mandate if we agree there is a strong likelihood of success, which means an honest assessment of the value and structure of the deal at the outset.

Our approach

We align our interests with yours, dedicating senior hands-on resource to realise your objectives

We have worked on numerous M&A assignments to sell businesses, including publicly quoted companies, private equity backed companies and owner-managed companies.

This breadth of experience is combined with expert judgement gained from managing challenging sell-side situations over more than 20 years.

We now focus on private owner-managed businesses that are typically valued in the £5-50m range.

These typically cover many unique situations, but some recent experiences are highlighted below by way of example:

Working with the owners to identify a partner to acquire the whole business and allowing them to retire from the business;

Working with the owner management team to identify a synergistic trade party and extracting value from such synergies through the process;

Working with the owner management team to introduce a new investor to finance the retirement of one co-founder and provide funds for future acquisitions.

We have over 20 years advisory experience gained within bulge-bracket investment banks, global management consultancies and mid-market corporate finance firms

About us

Contact us

in complete confidence for an initial no-obligation assessment

In order to offer a candid assessment of the business, its value and strategic options, we will initially require the following information:

Background to the current reasons for reviewing strategic options;
Description of your role within the company and the ownership of the group/company;
Financial performance over the last 3 years at sales and operating profit level (including any likely adjustments that would be required for the business to operate on an arm's length basis);
The market and commercial environment in which the company operates and what impact this is likely to have on short-term performance;
Future executive management of the business (if the owner is considering retirement).

We recognise that this material is commercially sensitive and confidential, and we will treat all relevant materials and discussions as such. Materials can however be provided on a 'no names' or redacted basis.

Please make contact with the managing director Tony Green to discuss how best to progress matters. Tony can be contacted at:

Tony Green

Managing Director

tony.green@winkworthcf.co.uk

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PRIVACY STATEMENT

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