Management buyout / buy-in

Clients usually involve us when management ownership is being considered, but the route, appetite, risks and alignment are still being tested.

Questions worth settling early

• Do existing owners and management genuinely want the same thing?
• Is the appetite for ownership change real, or merely convenient?
• What funding structure would be realistic?
• Can management move from operators to owners, and what does that require?
• What needs to stay confidential, and for how long?

How we help

We help management teams and owners think through whether an MBO or MBI is genuinely viable, what conditions would need to be satisfied, and how value, funding, incentives and governance should fit together. Where the route is right, we support confidential exploration, structuring, funding and negotiation.

What selling shareholders and funders need to know

• Management is aligned on the case for ownership change
• The team can move from operator mindsets to owner mindsets
• Funding structure and value expectations are realistic
• Governance, incentives and future control have been thought through

What this often connects to

• Succession and ownership transition — where internal continuity matters as much as exit
• Raising capital — where structure and funding need to support the ownership route
• Valuation and independent perspective — where expectations need testing before alignment hardens