Management Buy-Out

Have you considered a management buyout (MBO?) A MBO occurs when a management team purchases a business from the existing ownership group. Key managers are often an ideal succession plan for business owners looking to exit their business. MBOs provide additional comfort to the business’s staff, customers and suppliers who already have standing relationships with management.

The role of a M&A advisor can be particularly important throughout MBOs in order to maintain healthy employee to employer relationships. Our team have considerable experience leading the MBO process. A common concern regarding MBOs is the purchaser’s ability to finance the transaction. Our advisors have widespread contacts with lenders to help the purchaser seek capital with repayment structures that will be maintainable relative to the business’s cash flow.

Our Management Buy-out Process:

Pricing Analysis

Prepare Confidential Information Memorandum

Define and Approach Buyers

Lead Negotiation and Manage Offers

Manage Due Diligence and Information

Close the Deal!

Interested in leaning more about how an MBO could work for you and your business? To set up a confidential appointment with one of our advisors, contact us below.