KBS Corporate Brochure

THE LEADING COMPANY SALES ADVISER

2

THE MARKET- LEADING COMPANY SALES SPECIALIST

Established for over 25 years, our bespoke, personal approach is a proven success in every type of transaction across all industries and sectors. Our accomplished team, with decades of experience, are ranked within the top 5 globally and second in Europe for the number of business sales advised on.

(Source: LSEG)

3

WHY KBS CORPORATE?

We are entrepreneurs who have been in your shoes, and we know exactly what considering an exit from your company feels like. We’ve been there and done it.

That means we are ideally positioned to provide you with the correct advice at every stage of the exit process. We have encountered all scenarios, and we know how to navigate and overcome challenges along the way. High-value, complex transactions require top-level expertise such as ours. Our service is trusted by vendors and an unrivalled range of buyers throughout the world. We have exclusive relationships with an extensive depth of acquirers spanning across all sectors.

We provide the most comprehensive buyer reach within the company sales industry and utilise superior marketing techniques, technological investment and ‘big data’. Our expertise covers creative exit plans, investments and alternative routes. And we remain acquisitive ourselves – KBS Corporate is a key part of the K3 Capital Group, a rapidly growing multi-national and entrepreneurial professional services company.

4

EXPERIENCE Our director-led team has successfully completed thousands of company sales across all sectors over more than a quarter of a century.

UNDERSTANDING Our expertise and knowledge of business sales means we are ideally placed to fully understand all your objectives.

AWARD-WINNING We continue to impress the industry, with recognition from several authorities having resulted in numerous accolades.

As a market leader in company sales, we listen, we are transparent, we are trusted, experienced and proven. Above all else, we are determined to deliver a transaction that is right for you. THE KEY TO OUR SUCCESS

TECHNOLOGY-DRIVEN Our bespoke, proprietary software uses ‘big data’ and algorithms to generate the industry’s most comprehensive buyer reach.

ESTABLISHED Since being founded in 1998, we have enjoyed continuous growth and created a rich history of completing successful company sales. We are part of an expanding group with over 1,000 team members in the globally.

5

AWARD-WINNING ADVISERS

Our unique approach continues to impress the industry, with KBS Corporate being recognised by several awarding bodies. The innovative approach and personal service we implement has resulted in numerous awards and accolades, year after year.

CF ADVISORY OF THE YEAR - 2024

COMPANY SALES FIRM OF THE YEAR - 2024

MID-MARKET CORPORATE FINANCE TEAM OF THE YEAR

CORPORATE FINANCE FIRM OF THE YEAR - 2023

COMPANY SALES ADVISORY OF THE YEAR

CORPORATE FINANCE FIRM OF THE YEAR

6

A MARKET-LEADING COMPANY SALES ADVISER

Independently verified within the LSEG Global M&A Mid-Market Advisory Review and the Experian MarketIQ United Kingdom and Republic of Ireland M&A Review, we have become firmly established as a leading European company sales adviser.

2024 EUROPEAN INVOLVEMENT MID-MARKET

350+ OVER 350 DEALS COMPLETED IN 2024

P

ADVISER

DEALS

1

PRICEWATERHOUSECOOPERS

459 359 305 288 223 183 178 159 156 149 139 128 125 123 110

2 3 4 5 6 7 8 9

K3 CAPITAL GROUP ROTHSCHILD & CO

DELOITTE

KPMG

BDO

OAKLINS

33,726 CORPORATE ENQUIRIES RECEIVED IN 2024

BAKER TILLY

HOULIHAN LOKEY

10

IMAP

11

CLEARWATER

12 13 14 15

GRANT THORNTON ERNST & YOUNG

LAZARD

GOLDMAN SACHS

Source: London Stock Exchange Group Global M&A Mid-Market Financial Advisory Report (Q4 2024)

3,589 BUYER MEETINGS ARRANGED FOR OUR CLIENTS IN 2024

2024 UNITED KINGDOM FINANCIAL ADVISERS

P

ADVISER

DEALS

1

K3 CAPITAL GROUP GRANT THORNTON

254 246 225

2 3 4 5 6 7 8 9

BDO

AZETS

154 138 126 105

RSM

964 OFFERS SECURED FOR OUR CLIENTS IN 2024

PKF

HAZLEWOODS

PRICEWATERHOUSECOOPERS

95 92 92

KPMG

10

CAVENDISH

Source: Experian MarketIQ United Kingdom and Republic of Ireland M&A Review (FY 2024)

7

CONTINUOUS SUCCESS

We have a rich history of achieving results for our clients and exceeding their expectations. Our experienced professionals operate across all major industry sectors and have successfully advised on thousands of company sales with a broad range of buyer types including trade, private equity, MBI/MBOs, EOTs and alternative investment routes.

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Chemicals Buyer: Neogen Corporation (United States)

Sector: Engineering Buyer: Fingleton White (Ireland)

Sector: HVAC Buyer: Sescom Group (Poland)

Sector: Life Sciences Buyer: Normec Group (Netherlands)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Electrical Safety Buyer: Teqnion (Sweden)

Sector: Life Sciences Buyer: Calibre Scientific (United States)

Sector: Music Publishing Buyer: Create Music Group (United States)

Sector: Software & IT Buyer: Communicate (United Kingdom)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Data Centres Buyer: Waterland Private Equity (Netherlands)

Sector: Hydraulic Maintenance Buyer: Fluiconnecto (Italy)

Sector: Pest Control Buyer: Rollins, Inc (United States)

Sector: Life Sciences Buyer: ProductLife Group (France)

8

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Medical Equipment Buyer: Safe Life (Sweden)

Sector: Travel Buyer: Der Touristik (Germany)

Sector: Market Research Buyer: Radius (United States)

Sector: Software & IT Buyer: Literacy Capital (United Kingdom)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Packaging Buyer: SCGP (Thailand)

Sector: Coffee Buyer: Continental Coffee (India)

Sector: Temperature Control Buyer: Teqnion (Sweden)

Sector: Commercial Vehicle Leasing Buyer: Avis Budget Group (United States)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Financial Services Buyer: Lumin Wealth Management (Switzerland)

Sector: Buildings Services Buyer: Sauter Automation (Switzerland)

Sector: Insurance Brokerage Buyer: AssuredPartners (United States)

Sector: Electrical Contractor Buyer: Storskogen (Sweden)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Renewable Energy Buyer: Freshstream (United Kingdom)

Sector: Healthcare Buyer: Angelcare (United Kingdom)

Sector: Food and Beverage Buyer: Boncolac (France)

Sector: Construction Buyer: GoliathTech Piles (Canada)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Lifting Gear Buyer: Axel Johnson Internation (Sweden)

Sector: Beverage Systems Buyer: Teqnion (Sweden)

Sector: Food & Beverage Buyer: Kiril Mischeff (United Kingdom)

Sector: Analytical Labaratory Buyer: The Smithers Group (United States)

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Blue Light Products Buyer: Argynnis Group AB (Sweden)

Sector: Water Pump Buyer: Vestum AB (Sweden)

Sector: Gate Automation Buyer: Fortus Group (Ireland)

Sector: Manufacturing Buyer: Veljan Denison (India)

9

EXCEEDING EXPECTATIONS

You don’t just have to take our word for the success we have achieved – clients we have helped and professionals we have worked with provide the strongest recommendation of what we do.

PAUL SAVIDGE , MANAGING DIRECTOR OF WINTECH ACQUIRER OF AVUS CONSULTING

DANIEL ZHANG, CXO OF TEQNION ACQUIRER OF FIVE COMPANIES THROUGH KBS

“Adam Nelson (Corporate Deal Executive) did a fantastic job in keeping things moving and getting us over the line. Many thanks again to KBS — it’s very much appreciated!”

“I have really enjoyed working with Fabio Rambelli (Associate Director) and I hope to be able to acquire many more businesses from him and KBS. Thank you, Fabio and KBS. Look forward to the continued journey with you!”

ADAM GILBERT OWNER OF AG CORPORATE LAW

“I’ve worked with the KBS team now for around six years and completed around 40-plus transactions with them in that time. I have been really impressed with the way they conduct and chase the deal until completion. Each of them is a pleasure to deal with and extremely helpful throughout the transaction, and importantly to get the right outcome for their clients. They always make time to explain or pick up the phone to clients. “They develop a good relationship with the buy-side, which I think helps to smooth the transaction to completion. Likewise, though, they are not scared to have the ‘tough’ conversation with the other side. They genuinely hand-hold clients – it’s not just ‘sales’ talk. If you are considering selling your business, I would highly recommend speaking to them.”

MARYIA AHMEZ SENIOR DEAL MANAGER AT LANGCLIFFE INTERNATIONAL “Langcliffe International have always had a positive experience working with KBS. The collaboration between us has enabled our buyers to acquire a number of businesses for sale. KBS’s market knowledge and their transparent communication makes it very easy to move processes along.”

JAI SINGH SENIOR LEGAL COUNSEL AT ALSTON ASQUITH

“I have worked on a number of transactions with Oliver Rigby at KBS Corporate and cannot recommend him highly enough for his responsiveness, hard work and diligence. Oliver’s attention to detail and attentiveness to each deal he is involved in is remarkable. I really enjoy working with him!”

10

ALISTAIR GARDEN FOUNDER OF BELOWGROUND CONTRACTS

JOHN GRANT DIRECTOR OF ZENITH DOORS

“The process was very good overall. Everyone at KBS was very helpful, they all got on board and were proactive. I was very pleased when the sale went through.”

“Charles Needham (Corporate Transaction Adviser) kept us informed throughout the sale, which was really appreciated. I can now enjoy my long-awaited retirement plans.”

BOB TOWN MANAGING DIRECTOR OF GT VISION

“KBS Corporate was most successful in marketing our scientific instruments business and almost immediately found potential buyers. The team is highly professional, always available and knowledgeable.

“Consequently, KBS Corporate assisted us hugely with the process, which included participating in meetings with possible acquirers.

“The conclusion of it all was a successful sale that would have been a great deal more stressful without KBS Corporate’s help and we achieved a value much higher than we initially anticipated.”

HOGARTH ANTIQUES LTD

TIM HOGARTH FOUNDER OF HOGARTH ANTIQUES LTD

BRIAN CURTIN DIRECTOR OF LIFTING GEAR & SAFETY

“I was happy, it was an easy process and KBS handled it well. I would recommend KBS Corporate to anyone who wants to explore a business sale and is seeking sound advice.”

“KBS acted as agents for the sale of our business and they represented us very well throughout all stages of the process. Our main contact, Tom Eatough (Corporate Director), was proactive, skilled and always willing to help.”

11

MAJOR TRANSACTIONS

KBS Corporate Finance is our dedicated major transactions arm, working only with a select few clients at any one time so we can dedicate the time, attention and effort that you and your business deserve. With vast experience in business sales lead advisory and complete transaction support, the KBS Corporate Finance team have a proven history of delivering results and exceeding our clients’ expectations.

This boutique, tailor-made service ensures every deal is approached in a unique way. Partner with us and you can be assured your company’s best interests will be prioritised throughout every stage of the acquisition process.

Our team of Directors have been in your shoes, and we truly understand the magnitude of any decision you make concerning your company’s future direction.

12

WHAT MAKES KBS CORPORATE FINANCE DIFFERENT?

We have a hand-picked team of Corporate Financiers who have owned, run and exited their own companies across a variety of sectors, giving them the know-how and expertise to provide lead advisory for our clients’ business sales. VASTLY EXPERIENCED TEAM A DIRECTOR-LED SERVICE Having accumulated many decades of experience working within trade and M&A across Europe and the United States, our directors are fully adept at achieving the highest possible deal values and providing transactional support.

WE MAXIMISE VALUE

We pride ourselves on exceeding your expectations. From our initial meeting with you, we will identify all the key ‘value drivers’ of your business to generate a truly competitive bidding environment.

‘ALL OF MARKET’ TARGETING

Our thorough buyer identification strategy encompasses the full range of acquirer types, from trade and private equity investors through to MBOs/MBIs, family offices, IPOs, EOTs and alternative investment vehicles.

OUR BOUTIQUE SERVICE

GLOBAL BUYER REACH

We have a long-established track record of facilitating transactions with acquirers across the globe. With access to databases containing details of millions of companies throughout the world, we can target overseas acquirers and investors who are a strategic fit to your business.

We put your company at the heart of the process with a tailor-made service which includes the creation of a bespoke, comprehensive Information Memorandum which presents all of your company’s key selling points, as well as a detailed financial model or forecast.

Our Corporate Finance team coordinated the sale of EcoGenR8, which trades as AFECO, to United Living Group, a leading independent infrastructure, construction and property services company. AFECO is a cleantech innovation company which specialises in engineering services and solutions focused on the water, marine and energy sectors. DELIVERING SUCCESS

“We quickly learned to appreciate the complexity and challenges of completing a sale of the business and greatly appreciated the advice received from KBS throughout the process.

The transaction was overseen by John Hunt, KBS Corporate Finance Director, and George Dalton, KBS Corporate Finance Manager.

EcoGenR8 founder and engineering director Abi Field commented: “KBS not only identified an excellent partner for us in United Living but also negotiated a deal which works well for both parties.

“Thanks to KBS, John and George for all your hard work.”

ABI FIELD ECOGENR8 FOUNDER & ENGINEERING DIRECTOR

13

THE STRATEGY WE DELIVER

STRATEGISE

SPOTLIGHT

Our preparation begins by engaging with you to gain an appreciation of your company’s unique selling points. We will take the time to get to know you and discover your objectives in detail, utilising this valuable insight to customise the sale process to your exact requirements. With their business intelligence and market knowledge, our team will analyse every aspect of your company. This bespoke, highly personalised approach maximises the opportunity for you to achieve the best possible outcome, especially in regard to deal structure and value expectation.

We guarantee to showcase your company in the best possible light by producing the highest quality marketing documents. Treating your company as if it were our own, we will amplify the key elements of the opportunity and shine the spotlight on your company’s most powerful value drivers. Our team of qualified in-house copywriters and designers work with you to elevate the key commercial and financial aspects of your company, developing innovative outside-of the-box ideas to build interest from a broad spectrum of potential buyers.

14

ENGAGE

EXECUTE

We pride ourselves on providing the industry’s most comprehensive buyer reach, with our research processes capable of identifying the widest range of potential acquirers on a global scale. Substantial investment into the development of our bespoke, state-of-the-art research systems, incorporating ‘big data’, ensures we can attain the latest information on who is acquisitive within your sector and has the financial means, expertise and desire to acquire and grow your company.

Driving forward the process and ensuring momentum is maintained through to execution, we will guide you through the transaction and relieve your workload. We provide complete transaction support, incorporating tax and legal advisory and facilitating due diligence, and our unparalleled knowledge and experience enables us to navigate each important stage with the care and attention it deserves. Our team of dedicated directors and deal leaders will expertly manage the process to maximise your company’s value and achieve your desired outcome.

15

CRAFTING YOUR SALE STRATEGY

Our initial focus is to fully understand your motivations for wanting to exit your company, your objectives, and exactly what you are aiming to achieve. Then we will tailor a bespoke strategy to suit the precise requirements of you and your company. We realise you are making a monumentally important, even life-changing decision. And we can relate to those emotions, for our team have also started, built up and sold their own companies. The experience accumulated by our directors will underpin the unique strategy designed to achieve your ideal outcome.

OUR KEY AREAS OF FOCUS

WHY DO YOU WANT TO SELL YOUR BUSINESS?

WHAT ARE YOUR SALE PRICE EXPECTATIONS?

HOW DO YOU VISUALISE YOUR FUTURE EXIT?

WHAT ARE YOUR CONFIDENTIALITY REQUIREMENTS?

WHAT DO YOU CONSIDER TO BE YOUR COMPANY’S VALUE DRIVERS?

16

17

Among the hallmarks of the holistic service we provide is the outstanding quality of our marketing materials, created in pinpoint detail to shine a spotlight on the appeal of your business as an acquisition opportunity. All of our promotional documents are created in-house by a highly qualified team of writers and designers who are experienced across all sectors and know exactly how to accentuate your company’s most attractive aspects. SHINING THE SPOTLIGHT ON YOUR OPPORTUNITY

Our team work closely in unison with you to produce the following dossier, for which you will issue final approval:

OPPORTUNITY SUMMARY

The Opportunity Summary, or ‘teaser’ document, will form an essential part of the process, highlighting the key information without disclosing any specific identifiers.

We realise the importance of privacy and discretion when embarking upon a company sale and our team are fully trained to ensure your data and confidentiality is always our main priority.

INFORMATION MEMORANDUM

An Information Memorandum (IM) will present full details and highlights of your company to the market. We pride ourselves on our creative and unique IMs and we will work with you throughout the entire process to ensure the document is informative and powerfully portrays both the success and ethos of your company.

Only when you have reviewed, approved and signed off this document will it be distributed to appropriate interested parties.

FINANCIAL FORECASTS

For a business showing significant growth potential, a feasible concern of the owner could be that they may only receive an offer based on current profits, prompting a desire within them to stay on and grow the company further themselves. KBS Corporate will produce a detailed financial model or forecast to illustrate a strong argument to buyers that ‘earnouts’ based on further projections will represent a solid investment, whilst achieving maximum value for our client. Financial modelling is a way of realising future performance value in the short term based upon the projected profitability of the business. It is a detailed future projection of a company over, typically, the next two to five years. It will generally incorporate a fully integrated profit-and-loss, balance sheet and cashflow working that can be used to demonstrate the ‘future’ value of a business to potential acquirers.

18

Our documents are designed to make an impact, not just an impression.”

GARY EDWARDS HEAD OF MARKETING

19

ENGAGING YOUR BUYERS

While the Irish and UK markets are at the forefront of our activity, we engage with acquirers all over the world as part of a network which is unparalleled within our industry. We are vastly experienced at maximising the level of interest in our clients’ companies and capitalising on the strong global demand for domestic businesses. With access to information from numerous leading sources and the cutting-edge technology we have developed in-house, we can explore every avenue to identify your ideal buyer. This encompasses not only trade and private equity acquirers but additional routes including family offices, pension funds, investment banks, IPOs, MBI/MBOs, EOTs and other alternative investment vehicles.

Through Buyer Identification, Analysis and Matching, we achieve the best possible deal for your company.

We apply a tailored strategy to secure as many genuine expressions of interest as possible where our Research Analysts have identified a synergistic fit to your company.”

JULIE GREENFIELD HEAD OF RESEARCH

20

Ahead of inviting you to a brainstorming session with your dedicated Research Strategy Manager, we will collate analysis based on market data, acquisition history, deal data, previous interest and known acquisition criteria. We will then integrate your input to challenge and refine the initial results, leading to the creation of a bespoke Research Strategy Report. Utilising this agreed strategy and our bespoke Buyer Matching Engine, we commence Buyer Identification, using a proactive, multi-channel targeting campaign to open a dialogue with potential acquirers, offering our recommendations as to where we believe we should release more information and invite offers for your company. BUYER IDENTIFICATION

By looking where others don’t think to look, our Research Team will target a range of buyer types, identifying companies which are most likely to be motivated to acquire your business and have the financial capability to do so. Following the agreed strategy, we will set out on an all-encompassing, multi-channel approach to ensure we secure as many genuine expressions of interest as possible from our professional network, our online portals and our retained buyers, as well as ‘off-market’ buyers, where our Research Analysts have identified a synergistic fit to your company. BUYER ANALYSIS

The Buyer Matching Engine (BME) is a bespoke, proprietary piece of software developed by KBS Corporate which uses ‘big data’ and algorithms to streamline the buyer research process. It enables our Research Analysts to accurately search and filter a variety of criteria, including financial information and past acquisition activity, to identify the most appropriate and motivated buyers. The system’s algorithms then score each prospect, creating a priority list to ensure our Research Analysts adopt the most efficient contact strategy to maximise interest. BUYER MATCHING

21

ATTRACTING THE BEST BUYERS FOR YOUR COMPANY

We have the resources and experience required to find the ideal buyer for your company, knowing exactly how to attract acquirers and investors on an international scale. Over years of hard work in becoming a market leader, we have established a vast network of interested parties and an extensive buyer reach. We know what questions to ask, streamlining the entire process.

Our network enables us to liaise directly with potential buyers for your company in a variety of international territories and to approach parties across multiple industries to ensure you have a range of options to choose from.

That means we can create positive competition between parties looking to buy your business, ensuring you receive offers which maximise your company’s value.

WHERE WE LOOK TO FIND YOUR COMPANY’S IDEAL BUYER:

TRADE

PRIVATE EQUITY

A private equity transaction can enable significant realisation of value whilst positioning the company alongside a seasoned investment partner. We have a rich history of achieving investments from PE firms which have far exceeded our clients’ expectations. This is achieved through working closely with our global network of over 5,000 private equity houses.

Trade buyers are generally those from equivalent or complementary sectors who see the synergistic value presented by an opportunity. We have access to over 310 million companies around the world who complete vertical, horizontal and synergistic acquisitions, as well as data on nearly two million transactions in the global M&A market.

ADDITIONAL ROUTES

Our approach incorporates thinking outside the box and exploring alternative routes such as family offices, IPOs, MBI/MBOs, Employee Ownership Trusts (EOTs) and other investment vehicles.

We possess one of the most comprehensive buyer databases in the industry and where relevant, we can target institutional investors such as pension funds, investment banks and mutual funds.

We also have considerable experience of EOTs, which offer significant tax breaks for the selling shareholder.

22

TECHNOLOGY

To identify a potential buyer or investor for your company who is as close to the perfect fit as it is possible to find, we look where others wouldn’t think to look. There are literally hundreds of millions of companies out there, but at KBS Corporate an extremely valuable tool is at hand – the Buyer Matching Engine (BME), a bespoke proprietary piece of software we developed ourselves and which uses ‘big data’ and algorithms to streamline the buyer research process.

The key features of our Buyer Matching Engine include:

PORTFOLIO TRACKING

ACQUISITION ANALYSIS

FINANCIAL CAPABILITY

GEOGRAPHICAL MAPPING

23

A GLOBAL APPROACH

The M&A industry is a truly global market, Ireland’s strong economic fundamentals are a major driver behind a 200% increase in overall deal values within Irish M&A last year. Much of this can be attributed to the strength of the Irish economy, which has shown remarkable resilience in comparison to major European markets like the UK and Germany.

This has boosted investor confidence, with lower interest rates also playing a significant role in making Ireland a more attractive investment destination. Unlike other countries, which have struggled with stagnation, Ireland’s positive economic outlook has drawn

interest from both corporate and private equity investors alike. We have vast experience and knowledge in facilitating transactions to overseas trade acquirers and, where relevant, will demonstrate feasible targets to our clients. Within the research and data teams, we have multi-lingual speakers who will proactively discuss the opportunity with potential acquirers and convey the benefits and synergies of the acquisition.

With vast experience in cross-border transactions, we adopt a global approach to buyer identification and matching in our drive to achieve maximum results.”

PETER KELLY DIRECTOR

24

1 IN 2

OVER HALF OF ACQUIRERS OF IRISH COMPANIES ARE FROM OVERSEAS

KBS CORPORATE HAS ACCESS TO

310,000,000 GLOBAL COMPANIES

The map below highlights the geographical breakdown of overseas acquirers that made investments into the Irish market last year:

EUROPE 59%

NORTH AMERICA 32%

CENTRAL & SOUTH AMERICA

MIDDLE EAST & AFRICA

ASIA & OCEANIA 7%

1%

1%

THE IRISH AND UK

REGION REMAINS EUROPE’S PRIMARY ACQUISITION TARGET

25

EXECUTING YOUR TRANSACTION

When the time comes to deliver on your expectations, we remove the hard work of the transaction from your shoulders by taking control of its day-to-day execution. Our team are well placed to handle every aspect of the process, from nurturing the interest gained, assisting and advising on the Heads of Terms and Sale and Purchase Agreement, and working with legal representation on both sides - leaving you free to continue managing your company to maximum effect. By following the bespoke strategy uniquely devised for your purposes, we will sustain momentum throughout each stage of the transaction through to its completion, with our vast knowledge and experience of the process ensuring any unexpected obstacles can be navigated seamlessly. Having led corporate finance deals across the world to successful conclusions, our executive team’s renowned expertise will guide you through every step of the journey – striving to achieve the highest possible deal value whilst simultaneously providing all the support and advice you require.

26

OUR DELIVERY FORMULA

We will ensure you are fully prepared for meetings with potential buyers and the questions they are likely to ask. Additional meetings may require our attendance and professional management presentations. MEETINGS

Then we will instigate and encourage indicative offers, gaining an understanding of potential acquirers’ views on the value of your company and conducting careful analysis of each indicative offer to determine the best strategy with each bidder. OFFERS

We will seek to reaffirm the value drivers of your company and relate them specifically to each buyer, generating a competitive bidding environment to maximise your company’s value. Final offers are then invited, and we will carry out a commercial review of each offer and its potential to align with your objectives. NEGOTIATION ACCEPTANCE When you have reviewed final offers and chosen your preferred bidder, an exclusivity period will be agreed. We can facilitate Heads of Terms, liaising with both parties’ legal representatives to maintain smooth negotiation whilst also ensuring the heads are structured to maximise your position. DUE DILIGENCE We have an in-depth understanding of due diligence which will enable the process to progress as efficiently as possible. Through secure virtual data rooms, we can ensure all parties can access up-to-date and detailed information. By maintaining momentum at this stage, we can avoid any potential ‘bottlenecks’ ahead.

COMPLETION We can recommend legal representation if required or work harmoniously with your existing legal advisers. We will oversee and manage an effective completion by liaising closely with all advisory parties and facilitating the agreement of the Sale and Purchase Agreement.

27

28

DEAL SUPPORT

Exiting your company is not as simple as finding a buyer, agreeing a price and shaking hands on the deal. There are several more stages to navigate, and receiving the correct corporate advice is essential to ensuring your transaction advances as smoothly as possible. We work alongside carefully selected legal and tax advisory partners to offer our clients the optimum business service through every stage of the process.

LEGAL

DUE DILIGENCE

A fundamental element of any company sale, we can facilitate a legal partner for you that will provide numerous benefits as a key part of our services. Working with our network of legal partners across the UK, we will introduce you to leading national law firms whose contingent fees are incorporated into our transaction success fee. The stress-reducing services of our carefully selected partners ensure you will receive the highest level of corporate transaction expertise, thanks to their vast experience in dealing with domestic, cross-border, investment and Plc transactions. The selected partner will take ownership of issues, provide solutions and orchestrate the legal side of the transaction through to its completion. They will anticipate any potential problem areas and present them appropriately to the buyer on your behalf, as well as ensuring an efficient, focused due diligence exercise is carried out.

The buyer of your company will want to know conclusively whether the business is worth what they will be paying for it. Due diligence is a comprehensive investigation that encompasses the following areas of your company: Finances, Legal, Operations, Assets and Employees. The importance of due diligence within the spectrum of corporate finance services should not be underestimated, and we are fully versed in the process and objectives. Our award-winning, forward-thinking team of experts are available to help you with their detailed understanding of due diligence, providing buyers, investors and lenders with a level of confidence around the funds they deploy into a company.

29

Our extremely professional, vastly experienced and dedicated team are qualified in a wide variety of key disciplines including accountancy, corporate finance, business management and marketing, guaranteeing a comprehensive range of skills will be utilised to achieve maximum value for your company. OUR SENIOR TEAM

GROUP EXECUTIVE CHAIRMAN JOHN RIGBY

Having previously worked in the commercial and corporate banking sectors, both domestically and overseas, John joined KBS in 2000 and developed the national sales infrastructure of the Group. John became Group Executive Chairman in 2023 and has been responsible for driving growth as well as being integral in the development of the low-cost, process-driven delivery platform.

DIRECTOR SIMON DANIELS

Simon began his career in marketing strategy and is renowned for his experience and knowledge within the business sales marketplace. He has almost 20 years’ experience in developing creative sale strategies and fulfilling a decisive role in enabling shareholders to achieve their exit objectives.

EXECUTIVE DIRECTOR STUART LEES

Stuart is a highly respected corporate financier and was previously Managing Director of Altium and Head of Corporate Finance at Arthur Andersen. He has been Group CEO of Latium Holdings, during which time they acquired Ultraframe plc, Spectus Systems, Kestrel Building Products and the successfully disposed of Everest Home Improvements.

CHIEF FINANCIAL OFFICER ANDREW MELBOURNE

Andrew joined the Group in 2012 following 10 years in various financial accounting roles across a range of industries including media, leisure and property management. Andrew, who possesses strong financial, strategy and commercial management skills including HR, IT and special projects, is a former Young Finance Director of the Year and has an MSc in Strategic Financial Management.

30

EXECUTIVE VICE CHAIRMAN TONY FORD

Tony is a well-known figure within the M&A industry, with a wealth of professional knowledge. He can demonstrate considerable experience in mid-market transactions and achieving deal values above his client’s expectations. He has first-hand experience of acquiring, selling and floating his own companies.

CORPORATE FINANCE MANAGING DIRECTOR DAVE GARDNER

Dave is a seasoned Corporate Finance Director with an enviable track record of delivering high value deals across international buyer pools. His expertise spans multiple buyer and investor types, including private equity funds, evergreen investment portfolios, family offices and strategic trade buyers. With over 20 years spent advising entrepreneurial businesses, Dave is highly experienced and with a talent for aligning and delivering his clients’ aspirations and exit strategies.

GROUP HEAD OF MARKETING & DATA GARY EDWARDS

Gary joined the group in 2009, developing and leading a multidisciplinary team to achieve strategic goals and deliver measurable results. Working with key stakeholders across the group to shape the strategic direction, he provides actionable plans to the marketing and sales teams to ensure continuous growth and oversees brand strategy development. Gary was also responsible for the design and implementation of the ‘big data’ strategy – developing a densely populated, actionable database to aid support teams to deliver best-in-class buyer identification.

DIRECTOR MATT CLANCY

With over 25 years’ experience, Matt specialises in providing exit strategy advice to company owners with a focus on delivering maximum shareholder value. His specific expertise includes company disposals, MBOs, strategic planning and fundraising.

DIRECTOR PETER KELLY

Peter is a qualified chartered accountant with over 20 years’ experience in mergers and acquisitions, working with SMEs and entrepreneurial business owners. He has worked in commercial banking as a leveraged lender for a UK challenger bank, in practice as a corporate finance director and has industry experience as a finance director with a leading recycling business.

31

CHRIS WILLIAMS CORPORATE DIRECTOR

CORPORATE DIRECTORS

Located strategically throughout Ireland and the UK, our Corporate Directors will, from the outset of the process, achieve a thorough understanding of your company, operationally, financially and strategically, ascertaining your objectives and explaining how they can be fulfilled.

32

HUGH MCKIBBIN

CRAIG GAUSDEN

DOMINIC MACVARISH

DAVID HILL

IAN GRIFFITHS

MATTHEW BRANNON

FRASER DIXON

STEVE DORKINGS

GLEN TEMPLETON

REBECCA BILLINGTON

ANTHONY COBHAM

SAM ARTHUR

33

CORPORATE FINANCE

DAVE GARDNER

JOHN HUNT

MARK LUCAS

IAN BARTON

Our hand-picked Corporate Finance executives provide vast experience of completing high-profile transactions with substantial deal values. Many of the team have built and sold their own companies, enabling them to fully relate to our clients’ requirements and experiences.

MUGHEES SALEEM

JAY SINGH

PHILIPPA ROBINSON

ADRIAN HOWELLS

ANNE PRITCHARD

GEORGE DALTON

ELI FLETCHER

MYA BHATT

Guiding clients through the early stages of the transaction, our New Business team works with you to establish how the shareholders and your company would benefit from a sale. A full picture will be provided of what the process entails and how you can embark upon the next steps. NEW BUSINESS

SHAUN CONLON

THOMAS PICKERING

CARL GRAHAM

MICHAEL HONOUR

ASHLEY HYNES

BEN DELVARD

CONNOR DUFFY

JOSHUA FLAYE

MARK DEARMAN

PHIL HOLLAND

SAIQA JABIN

MIKE LACEY

DEAL LEADERS

GUY HAYNES

TOM EATOUGH

JAY SINGH

ANDREW DODD

Managing the relationships involved in the transaction with patience, delicacy and resilience as required, our Deal Leaders are always on hand to offer advice and guidance to our clients throughout the process, from initial interest and negotiation through to completion.

JOE NORRIS

FABIO RAMBELLI

NATHAN LEAH

MATTHEW SIBLEY

CHARLES NEEDHAM

STEVE ALCOCK

ZAAHID AKHTAR

LUKE RAE

34

DANIEL SLADEN

HOLLY BEDFORD

JULIE GREENFIELD

MATTHEW BOURTON

KAYLEIGH EVERSON

DOMINIC LAY

DANIEL GREENFIELD

JOSHUA BYRNE

RICHARD STOCKS

GEORGIA ROTHWELL

OLUWATOMIWA BELLO

CHARLIE BURROWS

AARON MCWILLIAMS

SAM WOOD

SHAZAMAN ALI

JACK MARTIN

DRIXIE ESPIRITU

LILE ASHLEY

TRANSACTION SUPPORT

MARI STAFFORD

MILLICENT WILDE

SHAMIMA AKHTAR

BILLY TREACY

As fundamentally important elements of the process we apply, our Document Writers compile market-leading promotional materials which highlight your company’s USPs, while our Research Analysts proactively target potential acquirers through the ideal blend of sophisticated technology and careful selection.

ALEX FOSTER

SARA FLETCHER

TAMSIN JAMES

KIRSTY POYNTON

QACHINA MCKEEFERY

PAULA PRITCHARD

SHERYL DAWSON

TOM KNAGGS

GROUP SERVICES

GARY EDWARDS

DANIEL JONES

AMY OAKES

GARETH SMYTH

Our Marketing, Data and Client Liaison teams work closely with all departments within the company to ensure maximum professionalism and a coherent, market-leading approach to every aspect of the sale.

GRAEME BROWNE

SHANNON JACKSON

BETHANY ROWLANDS

SHIVANI NATHOO

DEBBIE COLLEY

LUCA BANKS

THOMAS GREVIN

IAN BLACKBURN

35

K3 CAPITAL GROUP K3 Capital Group is a group of growing and complementary professional services businesses aimed at providing SMEs with high-quality advice across specialist disciplines. As part of the wider Group, KBS Corporate has established contacts and secured access to networks not previously possible as a private limited company.

The services offered by the Group fit into four key operating divisions:

Company sales

+ + + +

Tax

Restructuring

Technology solutions

COMPANY SALES ADVISORY

KBS Corporate is part of our M&A division which offers company sales and corporate finance services to our clients, matching sellers to trade, individual and institutional acquirers worldwide on deals valued up to €200million.

Services offered throughout our M&A division include:

Company sales

+ + + + +

Corporate finance services Business brokerage services Off-market acquisitions

Transaction services

TAX ADVISORY

Our tax division specialises in R&D tax credits, tax investigation and tax advisory. The experts in our tax division possess specialist knowledge and senior-level experience across the tax spectrum, enabling them to operate across a broad range of industry sectors and allowing clients to focus on what matters most – running their business successfully.

Services offered throughout our tax division include:

Research and development tax credits advisory

+ + + +

Tax investigations

Tax planning

Tax advisory focused on corporate finance transactions

Capital allowances advisory

+

36

RESTRUCTURING ADVISORY

Our restructuring division works with businesses at the key milestones, delivering partner-led solutions to help clients take advantage of opportunities and overcome a range of operational and financial challenges, thus enabling them to achieve their business objectives and ambitions.

Services offered throughout our restructuring division include:

Restructuring advisory

+ + + + +

Financial advisory Creditor services

Forensic accounting and expert witnessing

Pensions advisory

TECHNOLOGY SOLUTIONS

Our technology solutions division offers tailored business management solutions centred on ERP, accounting, and managed IT services. Serving small to medium enterprises, our technology solutions division helps companies across multiple sectors to streamline operations and enhance efficiency through digital transformation.

Services offered throughout our technology solutions division include:

Cloud ERP & Accounting Solutions

+ + + + +

Managed IT Services Commerce Integration

CRM Solutions

Payment and Banking Tools

37

kbscorporate.com