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.

Achieving a successful MBO can be a complex and intricate journey for any management team. If this is something you are considering, the Jerroms Corporate Finance team can assist in navigating the rewards, risks and opportunities that an MBO can present.

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


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