26 DOING THE DEAL
cgprofessional.co.uk
About us CG is a full-service commercial law firm formed with the aim of delivering client-centric advice in a truly dynamic way.
We provide premium legal services that are clear, pragmatic and customised to client needs, enabling them to meet the needs of the commercial world in which they operate.
Our achievements Over the course of the last three years our corporate and commercial team has grown from two fee earners to 14 members and double the number of partners with combined fee income increasing by an incredible 500 per cent.
The last 12 months has been CG’s best to date, continuing our year on year growth in turnover.
By any measure, CG is a real success story, and it feels like we’ve only just started.
Our tips for doing a deal Form a deal team of trusted advisors who have worked with each other on similar transactions and can demonstrate their experience.
Make sure the deal will be a priority for them and that they understand your objectives.
Ensure you have a clear line of communication with all the parties, have a lead advisor to drive the process and make sure to retain them to assist you with next steps following completion of the transaction.
fellwood-advisory.co.uk
About us Fellwood is an independent debt advisory practice providing a personal, professional and tailored service to SMEs across Lancashire and the North West.
We have a passion for supporting UK-based companies to get the right debt package to support a wide range of events the business may experience.
We offer an advisor-led service meaning we lead the process from start to finish and act independently with no ties to any particular lender.
Our achievements I established Fellwood having previously led Grant Thornton’s debt advisory team in the north and midlands for four years, and prior to that holding senior lending roles for 15 years in the corporate banking industry.
Fellwood acts as the lead financial adviser in the debt process. We work closely with clients to gain an understanding of their business in order to best articulate the credit story to lenders.
Our tips for doing a deal Take quality advice early. Getting ready to buy or sell a business starts a long time before you have a live opportunity in front of you.
Company structure, company valuation and debt capacity are all fundamental to launching a productive process.
If you are considering raising debt making sure your story and what you want to achieve from the deal is clearly articulated in the form of a business plan. You only get one chance to explain it.
Benjamin Dredge Managing partner - corporate, CG Professional
Craig Cheetham Founder and director, Fellwood Advisory
rowangroup.uk.com
About us Rowan, part of The LCap Group, is the bridge that links entrepreneurs across the region to their ideal leadership team on their journey to maximising enterprise value.
From our office in Chorley, we enable business owners to make the required changes within functional specialisms including finance, commercial, people and operations, and IT, to scale and deliver accelerated growth.
Our achievements In 2023 Rowan achieved 13 per cent growth here in the North West. And we have supported over 130 Lancashire business owners in building the leadership teams they require to accelerate their growth plans and maximise their enterprise value.
Working with Private Equity houses in the North West, Rowan has been instrumental in delivering leadership change across portfolio companies delivering over £1.5bn in exit value in the last 18 months.
Our tips for doing a deal For those looking to buy, ensure your existing leadership team along with your processes and systems are ready to integrate - don’t underestimate this as a challenge.
For those looking to sell, ensure your leadership team supports and underpins your desired outcome. Consider the cultural impact post sale and the reality of what the continued journey looks like, so that you can make sure that those going on that journey are fully bought in.
senecapartners.co.uk
About us Seneca Partners invests in, advises and funds regional SMEs.
Our core offering to investors is access to tax-advantaged investment products, notably inheritance tax, Enterprise Investment Scheme and Venture Capital Trust funds.
We also offer a diverse range of property investments.
Our achievements We continue to build on our strong track record for exiting growth capital investments, through the sale of portfolio companies and active management of our portfolio.
Whilst clearly past performance is no guarantee of future results, this resulted in a 27 per cent uplift in the value of our AIM portfolio in Q3 2023.
Looking ahead, we aim to cement our reputation as the go-to funder for exciting and innovative businesses in the North West, and one of the leading growth capital investors in terms of exit proceeds achieved for investors.
Our tips for doing a deal Plan ahead but have some flexibility pre-built into your plan.
Write down what you want a deal to look like, but also the absolute minimum requirements and structure you will be willing to accept (or the most you’re prepared to pay, if acquiring).
There are many experts in the market who can help and advise on these transactions, but ultimately the process should be led by what you’re trying to achieve from it.
Paul Waite CEO, Rowan
Matt Currie Investment Director, Seneca Partners
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70
