SERVICES
Management Buy Outs
Advice. Planning. Financing. Execution.
Successful Management Buyouts Made Simple
Selling a business to a management team can be a complex but rewarding process. Sometimes it is absolutely the right thing for you and your business.​ However there are many factors which need to be considered, from financing to valuation to vendor protections, to get it right.
Steps for a Successful Management Buyout
01.
Ensure there is a long term business plan.
This should include a full commercial, financial & legal assessment that makes a buy-out possible and attractive to potential investors.
02.
Agree a valuation.
Not only does this need to be acceptable between the selling shareholders and the purchasing management team but also must be at a level that can be funded.
03.
Source funding and agree terms.
MBOs can be funded through Private Equity, bank lending, securitized loan notes, or a mix. The best option depends on your goals and circumstances.
04.
Due diligence and contracting.
Due diligence scope depends on the transaction's financing. The same applies to contracting, from Heads of Terms to finalizing agreements.
How Can Symmetry Help You Achieve a Successful Management Buy-Out?
Symmetry's MBO Transaction Delivery Service covers everything you will need to safely & successfully complete your Management Buy-Out.
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Full Process Management & Advisory, from negotiating optimum value and deal structuring to due diligence
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Financial Modelling to underpin valuation, financing and transaction mechanics
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Assessment and Sourcing of Funding on the best possible terms
MBO Financing Options for Owners and Teams
As a business owner, you might be surprised by the ways management teams finance buy-outs, even without personal wealth. Symmetry has facilitated multiple MBO transactions through expert deal structuring, Private Equity outreach, and Corporate Finance expertise, helping clients achieve maximum value. If you're considering an MBO, we can help explore your finance options, whether you're approaching your employer or have been approached yourself.