Buying a Business

JERROMS CORPORATE FINANCE

Buying a Business

When buying a business, there are many factors to consider and that’s why appointing the right business financial adviser that can advise and support you along the whole journey is imperative. 

Jerroms Corporate Finance has extensive experience across a diverse range of sectors in ensuring all the necessary steps to successfully buying a business are undertaken.  We can assist in helping identify potential acquisition targets, performing due diligence on proposed targets, valuing the proposed benefits of the acquisition, raising acquisition funding and negotiating the terms and closing the deal.

If you are an owner management team, a corporate entity or an investor considering the acquisition of a company or you are a private or institutional investor considering a minority investment into a business, then you want to get the valuation right and you may well want to optimise the tax structure of your investment. Like many corporate finance transactions, you may only get one opportunity to get the structure of the deal right.

JERROMS CORPORATE FINANCE

Mergers & Acquisitions

If you are looking to grow your business by merger or acquisition our experienced corporate finance team can help you to identify potential targets and help you to make the approach, undertake the valuation, negotiate the deal terms, undertake due diligence and even help you to put together the finance to complete the deal where necessary.

Our hands-on practical approach provides advice and support on the process from start to finish.

Including:

  • Strategic review and competitor analysis of your sector
  • Researching and identifying key targets locally and internationally
  • Valuation
  • Confidential approach to the vendors
  • Transaction structuring, tactics and negotiation
  • Advice on financing, be it debt, equity or other more complex instruments
  • Advice on the taxation implications of the deal proposed
  • Supervising and in some cases managing the due diligence process, legal and other issues to work towards a successful completion

JERROMS CORPORATE FINANCE

MBO/MBI

Whether you are a management team looking to arrange and fund a Management Buy Out (MBO) or Management Buy In (MBI), a business leader looking to run your own venture or a private equity house looking to find a quality MBI candidate to head up a large leveraged Buy Out, Jerroms Corporate Finance has a highly experienced private equity team in place to help you achieve your objectives.

Completing a successful MBO/MBI is a stressful and complicated process for any management team looking to take a greater ownership position with their business.  It comes with some inherent risks of negotiating with funders as well as the seller (your employer)  and it is critical that you are professionally advised right from the start.

Our work typically covers several stages including:

  • Assessing the overall feasibility of the MBO
  • Approach to and negotiations with the seller/shareholders
  • Advising on business plan, information memorandum and forecast models
  • Determining the financial structure
  • Advise on the optimal tax structure and protections for management and the continuing business
  • Select appropriate Debt and Equity partners from our extensive network and negotiate the best structure and deal for the management, benchmarking terms and pricing
  • Project manage the entire deal from start through to completion

As part of our service of advising on the process from start to finish, we begin by establishing your deal criteria, ambitions and plans.

JERROMS CORPORATE FINANCE

Acquisition Due Diligence

Acquisition Due Diligence takes a variety of forms and the scope of each project is tailored to the precise needs of the project in hand. Jerroms Corporate Finance offers a wide range of buy-side transaction due diligence services including:

  • Financial Due Diligence (Full scope and Bespoke)
  • Tax Due Diligence (Corporate, Personal and International)
  • Vendor Due Diligence (VDD)
  • Investigative Due Diligence

JERROMS CORPORATE FINANCE

Acquisition Funding

Jerroms Corporate Finance provide a full suite of services to assist corporate, MBO and MBI teams to secure the finance that they may need to complete an acquisition transaction. A more comprehensive review of the finance options is set out under ‘Raising Finance for Growth’ and most of these funding options can be used for acquisition funding purposes.  

The services provided to support the quest for acquisition funding covers several stages including:

  • Assisting with the development of the business plan, information memorandum and forecast models
  • Determining the optimum financial structure (commercial and taxation) for the deal
  • Select appropriate Debt and Equity partners from our extensive network and negotiate the best structure and deal for the management, benchmarking terms and pricing
  • Establish a data room to facilitate the efficient exchange of information during the due diligence phase.
  • Project manage the entire deal from start through to completion

JERROMS CORPORATE FINANCE

Acquisition Tax Planning

The acquisition process offers up a unique (frequently the only) opportunity to structure the new organisation to optimise its tax planning advantages. Questions like where the company will be located for tax purposes, revenue recognition policies, how shareholdings are structured, voting rights, dividend options and many more are often matters that are best agreed at the outset of the new life of a venture.

Jerroms Corporate Finance can assist with the options appraisal and the advantages/disadvantages of each of the choices. It may be a cliché but it is often the case that you will only have one opportunity to get these things right from the outset.

JERROMS CORPORATE FINANCE

Post Acquisition Integration


Maximum value from acquisitions and mergers is not always secured post-transaction. Jerroms Corporate Finance provides a range of services and support programmes that offer the opportunity for the buyers to focus on the integration of core and key components of the investment made; while we take care of the other things that matter but might otherwise distract and consume management time and effort.

These services include:

  • Outsourced bookkeeping and back-office accounting services
  • Credit Control
  • Payroll and Pension services
  • Tax and VAT management services

JERROMS CORPORATE FINANCE

Valuations

Jerroms Corporate Finance can provide an expert, independent and objective valuation report. The value of a target acquisition can be driven by a variety of factors and often fits within a spectrum or range of possible values. Each valuation project is unique but will commonly take into consideration more than one valuation methodology.

Reports often consider a spectrum of values based upon the public market valuation of similar entities, the value of recent similar sector transactions (sales/purchases), asset values, earnings values, annuity/repeat income multiples and a variety of other tried and tested valuation techniques.

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Get In Touch

Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Corporate Finance in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 5000

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Jerroms is a trading style of Jerroms Business Solutions Limited 08923059, Jerroms (Bromsgrove) Limited 08433008 and Jerroms Corporate Finance Limited 12112183 . 
Registered office for each of these companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH