01.03 · Mergers & Acquisitions
Succession
Ownership transfer within a family, to management, or to an outside buyer.
Succession decisions carry tax, governance and family considerations that a straight sale does not. We set out the realistic options — family transfer, management buy-out, partial sale, outside buyer — with the financial consequence of each.
Once a route is chosen, we execute it: financing for a management team, a staged handover, or a full sale with the seller remaining for an agreed transition.
Scope of the mandate
Option assessment across family, MBO and sale
Valuation and financing capacity of successors
Staged transfer and transition agreements
Coordination with tax and estate advisors
Typical situation
A founder in their sixties has no clear successor in the family and a management team that may be able to buy, given the right financing structure.
Responsible
Related sub-services
Holding structuresAcquisition financeListing readinessAsset & portfolio deals