Buyouts are a complex, intense process. We did our own in 2003, so we know first-hand what is involved.

We work closely with management teams before, during and after their buyouts and we are keen to share the lessons we have learnt.

We, therefore, created the Buyouts Guide – a practical, market-focussed and realistic 100-page, seven-module guide for management teams thinking about, preparing for or in the middle of a buyout.  It covers the following topics:

1 The Big Picture

A buyout is one exit strategy that a vendor might pursue once they have decided to sell their business or a part of their business. Although 23% of M&A transactions in the last two years were buyouts, they’re not always front of a vendor’s mind.

2 Starting the Process

Getting anything started is always the hardest part. In a buyout process, however, the biggest challenge for management teams is to be a part of the process and protecting their and their business’s interests while also running their business. 

3 Buyout Players and Processes

There are lots of different parties involved in a buyout – from advisers to debt providers and each play in important part in the process. It is critical that a management team understands the role that each of these groups play is so that they remain central in the transaction.

4 Structuring the Buyout

A buyout is financed with a combination of equity and debt. The ratios of these two methods of funding are managed by the investor but it is important for management teams to understand what effects they will have on their business after a transaction.

5 Due Diligence

The due diligence process is a central part of the Buyout approach to value creation. It provides an impartial review of a company’s operations, markets, strategy, financial performance and management to identify growth opportunities exist, as well as an independent verification of facts and assumptions.

6 Making the Partnership Work

The transaction has closed and now the hard work really begins. Fundamental to a successful partnership with a private equity investor is ensuring you have a strategy, agreed by both management and their investor, to reach the company’s full potential.

7 Making it Pay

A relationship with a private equity investor does not last forever and at some point, the conversation with your private equity investor will move to exit. It is important for management teams to understand how to manage their and the investor’s objectives and how to execute an exit strategy.

If you’re beginning to think about embarking on a Buyout process and you don’t know where to start, read our short guide on how to be as prepared as possible.

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