Momentum advises on a full range of corporate finance services including:

Management Buy-Out

Momentum is a leading adviser on Management Buy Outs (MBOs).

MBOs are technically complicated and time-consuming transactions. We help guide the management team through the entire process. This includes holding workshops and discussions as to what a MBO is, how it works and what it means for the team. It also includes assisting in the production of a business plan, which clearly articulates the investment opportunity, an integrated financial model, which the funders will use to assess the deal along with a presentation for them. We have strong relationships with the leading private equity houses and providers of debt finance who will typically provide the majority of the MBO funding.

We can also lead all of the negotiations on behalf of the management team, both with the vendors and the institutional funders, and will project manage the transaction from initial inception through to due diligence and completion.

Our long term approach and experience means we are uniquely positioned to deliver the best outcome for the management team - not just at the time of the initial deal but over the life of the MBO to eventual sale.

Company Sales

Momentum specialises in the sale of privately held companies. Whether on behalf of financial institutions, public companies or owner managers we have a track record of running processes, which deliver maximum value. We have particular experience of disposals involving foreign purchasers, notably to large US acquirers.

A successful transaction is a balance between the price achieved, the form and structure of the consideration, the timescale to completion and the purchaser’s intentions for the continued development of the business.

We ensure that all interested parties are engaged in a confidential yet highly competitive bidding process. We will manage all aspects of the sale process from preparation of the Information Memorandum, dataroom and management presentation through to project management of the legal and due diligence process.

Every deal is supported by one of our dedicated research analysts using market-leading research tools, providing our clients with both UK and international market knowledge – which is particularly of use when considering overseas acquirers.

We can also help shareholders who are considering a sale of their business to its management team. These transactions are often referred to as Vendor Initiated Management Buy Outs (VIMBOs) and are increasingly common.

Company Acquisitions

Momentum has advised on numerous acquisitions. In particular we have been involved in a number of successful 'buy and build' projects over recent years. We also have experience in helping our clients exploit opportunities where rapid timescales are in place, including purchases from administration.

Our dedicated market-leading global research capability ensures we will identify acquisition targets that have real potential to add shareholder value. We can source and evaluate acquisition opportunities, make contact with the target company and lead the subsequent negotiations. If the acquisition requires additional funding we can also advise on this process.

Acquisitions can create significant value but also carry significant risk if not properly managed. As well as leading the negotiations with the target company we will also project manage the acquisition process from start to finish, allowing our clients to focus on running their business successfully.