M&A


Mergers&Acquisitions


Hot buyers Ref: 240591


Location: LHR, UK Turnover: £1–2m Type: General cargo Reason: Offi ce space utilisation


Ref: 88225


Location: East Coast, USA Turnover: $20m–$100m Type: Air / ocean / customs broker Reason: Service growth


Ref: 14780


Location: Nationwide, UK Turnover: £5m–£40m Type: Air/ocean Reason: Bolt-on business


Overcoming the tax minefi eld in strategic M&A transactions


Ref: 1248


Location: South East, UK Turnover: £1m–£25m Type: Air/ocean Reason: Bolt-on business


Acquisition opportunities Ref: 8344


Location: North West, UK Turnover: £1m–£15m Type: Multimodal Reason: Strategic development


Buyer Mandate: 240591 European Forwarder seeking Heathrow Acquisition


Ref: 177401


Location: SE Midlands, UK Turnover: Up to £75m Type: General cargo Reason: Trade lane growth


Essential criteria • £1m–£20m turnover • Net profi t of £100,000–£1,000,000 • Air & ocean • Owners happy to commit to a handover period or remain with new owners • Buyer is paying advisor fee


Buyer Mandate: 06768 UK forwarder looking to grow through acquisition near Manchester Airport


Ref: 7375


Location: Nationwide, UK Turnover: £10m–£50m Type: Pharmaceutical/retail/niche Reason: Vertical growth


Essential criteria: • £1m–£5m turnover • Net profi t of £100,000–£800,000 • Air & ocean service providers • Owners happy to commit to a handover period or remain with new owners


Ref: 187550


Location: Scotland, UK Turnover: Any Type: Oil & gas Reason: Service growth


Free initial consultation


David Roberts New Business Advisor david@headfordgroup.com


Charlie Watson New Business Advisor charlie@headfordgroup.com


Planning your exit strategy?


Get in touch...


Phone +44 (0)1454 275 772 Email enquiries@headfordmergers.com Web www.headfordgroup.com Offi ce 8 Apex Court, Almondsbury, Bristol BS32 4JT


• Trading forty years with excellent reputation • Express courier, customs & warehousing • Turnover £2m; GP £365,000; PBT £121,000 • Good client spread – majority no more than 5% of total gross profi t


• Retirement based exit strategy • Growth potential in niche cross-trade market


• Courier, air, ocean and packing services • £1.3m turnover producing an adjusted net profi t of £500,000


• 30+ staff in place and to remain with new ownership


• Excellent offi ce location • Established 20+ years


Company Ref: 04118 European road freight specialist – groupage, PCL, FCL, warehousing and express transport


• Good-sized, well-equipped warehouse on long term lease


• Great customer spread: circa 400 trading clients the largest, accounting for only 7.5%


• Experienced, loyal and extremely capable senior management team; succession plan • Turnover £5m / GP £1.3m / NP £280k


Company Ref: 23639 Multimodal freight forwarder – ocean, air and road freight provider


Company Ref: 07912 Established UK air and ocean forwarder split across two facilities (LHR and North)


• Main routes for import are Far East • Main routes for export are USA • Turnover <£2m; PBT £170,000 • Good client spread – majority no more than 10% of total gross profi t


• Retirement based exit strategy • <10 Staff across 2 sites


Company Ref: 06375 A Midlands-based multimodal forwarder looking to sell


Headford often encounter various obstacles when going through the process of planning our clients’ exit strategies, and one of the more complex yet common issues is that of tax effi ciency. For the seller this is imperative and how a deal is structured in terms of its tax liability can be the difference between success and failure.


The problems Previous examples we’ve seen include offers which look good on the surface requesting the owner remove surplus cash prior to completion, this is then subject to Capital Gains Tax as Entrepreneurs relief cannot be applied.


Mergers & acquisitions news


Other deals require a goodwill only purchase as opposed to shares which also carries a different tax liability to Entrepreneurial Relief and as such needs to be treated in a different manner.


The solutions There are often many solutions to these problems which is where Headford really can add value to a deal by providing the right advice.


Negotiating grossed-up offers in the event it is goodwill being purchased, calculating potential tax liability between different offers and investigating fi nancial mechanisms to assist deal structure are just a few of the solutions we have provided.


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