When the opportunity arises to acquire a business, ensuring funding is in place is critical to a quick completion.
By leveraging the target company’s existing assets, we assist current management (MBO) or external management and investors (MBI) to acquire the business. As an independent lender we can provide the flexibility and expertise required to get these transactions across the line.
What information do we need?
Accounts
The borrower’s latest accounts, including any in-year management accounts.
Bank Statements
The borrower’s last six months bank statements.
Equipment Details
Full details of the equipment that is owned (or currently on finance) that is to be used as security.
The Story
What is the money going to be used for, and what is the story behind the numbers?
Directors’ Details
Information required under ‘Know Your Customer’ regulations for both Directors and larger Shareholders.
Forecasts
An integrated forecast for the 12 months post-acquisition.
Case Studies
Manufacturer Acquisition
We were able to help investors acquire a manufacturing business, leveraging against specialist and older assets.