Corporate Finance Services
Our dedicated Corporate Finance team provides a full range of advisory and transactional services for
business owners, management teams and investors. We help them to raise finance, buy or sell a business,
review strategy or undertake detailed financial reviews of potential acquisition targets.
How we can help
Business exits
Business sales
A well thought out plan is vital to achieving the best return if you are selling your business. Our clients know that they can put complete trust in the strategies we suggest to achieve the best outcomes.
Our experts have provided advice to a wide variety of businesses dealing with both complex and more straightforward sales. Taking the time necessary to fully challenge and understand the business owners’ objectives is key to ensuring the advice we give is perfectly tailored to desired outcomes. We enhance the value of the business pre-sale and offer advice around the best options to maximise post tax value.
Employee Ownership Trusts (EOTs)
An EOT is a special trust established to own shares in a company for the specific benefit of its employees. It acquires the shares from existing owners and holds them for the collective benefit of all current and future employees. Individual employees do not own shares.
Selling shares to an EOT can offer significant tax benefits for shareholders as the capital gains tax is effectively eliminated. EOTs offer a smooth divestment for exiting shareholders, without all the drawbacks of an external sale. EOT owned companies tend to become more profitable, productive, resilient and innovative.
Management Buy Outs (MBOs)
An MBO is a strategic business move where specific members of the existing management team of a company acquire ownership from the current owners. This process allows for a smooth transition of leadership, continuity of operations, and often leads to increased employee morale and performance.
Our specialist team can help you with confidential advice on all aspects of your MBO from introducing you to funders, carrying out due diligence, implementing and completing the process as well as ongoing support and advice, whilst ensuring the transaction is as tax efficient as possible.
Mergers and acquisitions
An acquisition or merger is one of the most effective ways to grow your business in a short timeframe. It can help to increase skills and market knowledge, build economies of scale and provide access to new markets and customers whilst reducing competition. Our Corporate Finance team can help you in every stage of an acquisition or merger to ensure you reap the rewards of your investment.
Due diligence
If you are acquiring a business, by carrying out a detailed review of the accounting and tax records, we use our experience and financial expertise to verify the target business’s claims. Our team are familiar with the key drivers that point to the success or otherwise of a business. We seek to identify at an early stage the issues likely to impact on value and ultimately the successful conclusion of a deal.
Valuations
Whether you are planning an exit, raising capital, incentivising staff, resolving a dispute, needing support with financial reporting, or just carrying out a strategic review of your operations, our valuation specialists can provide the insight into the crucial area of value that you need to move forward with confidence.
Our dedicated team will work closely with you. From initial scoping to final delivery, our approach is collaborative, confidential, and tailored around your needs whilst remaining impartial and independent.
Debt and asset finance fundraising
Identifying and raising the right finance for your business can be a challenge, whatever the funding need. We will look at your objectives to gain a detailed understanding of your business funding requirements, and help you compile your case so any funder will be able to quickly appreciate your credentials.
Our team includes expert accountants, tax advisers and ex bankers. They all have extensive knowledge of the perspective of a potential funder, as well as a deep understanding of what the market has to offer at any particular time.
How we work with you
Our approach focuses on the individual needs of business owners and other clients wishing to make a strategic change in their businesses, either through acquisition or disposal, realise value or make investments in growing businesses. We create deals by matching businesses and people and by designing financial structures that suit all circumstances.
We aim to make the process as smooth as possible by taking the lead advisor role, coordinating the services of all involved such as lawyers, bankers, venture capitalists and individual investors.
Global businesses
With significant growth opportunities around the world, it is important to work with an adviser who has the experience and skill set to deal with the cultural and procedural complexities involved. With our colleagues in GGI, we have collective global expertise available in over 125 countries, which means wherever you want to do business, Carpenter Box can help.
