KBS Corporate Brochure

THE UK’S NO.1 COMPANY SALES ADVISER

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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, complete more UK company sales than any other business adviser. THE UK’S NO 1 COMPANY SALES SPECIALIST

(Source: LSEG)

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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 entrepreneurial professional services company.

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

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 the 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 UK and overseas.

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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.

MID-MARKET DEALMAKING TEAM OF THE YEAR 2026

LEADING NATIONAL M&A ADVISORY PRACTICE 2026

UK MID-MARKET CORPORATE FINANCE TEAM OF THE YEAR 2025

CORPORATE FINANCE FIRM OF THE YEAR 2025

UK COMPANY SALES FIRM OF THE YEAR 2024

UK CORPORATE FINANCE ADVISORY OF THE YEAR 2024

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Independently verified by the London Stock Exchange Group (LSEG), we have become firmly established as the leading mid-market company sales adviser in the UK. Not only have we topped the chart for most deals completed by a UK-based adviser for the last nine years in succession, we are ranked as a top five adviser globally. THE UK’S NO.1 COMPANY SALES ADVISER

337 BUSINESS SALES SUCCESSFULLY COMPLETED IN 2025

2025 UNITED KINGDOM INVOLVEMENT MID-MARKET

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ADVISER

DEALS

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K3 CAPITAL GROUP

337

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ROTHSCHILD & CO

120

41,755 CORPORATE ENQUIRIES RECEIVED IN 2025

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PRICEWATERHOUSECOOPERS

80

4

GRANT THORNTON

77

5

HOULIHAN LOKEY

75

6

KPMG

58

7

CLEARWATER

45

8

JEFFERIES LLC

44

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ERNST & YOUNG LLP

42

4,592 BUYER MEETINGS ARRANGED FOR OUR CLIENTS IN 2025

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BDO

41

11

BAKER TILLY INTERNATIONAL

38

12

BENCHMARK INTERNATIONAL

38

13

OAKLINS

38

14

GOLDMAN SACHS & CO

37

15

LAZARD

35

16

DAIWA SECURITIES GROUP INC

31

1,394 OFFERS SECURED FOR OUR CLIENTS IN 2025

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MORGAN STANLEY

29

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LINCOLN INTERNATIONAL

27

19

BOFA SECURITIES INC

25

20

EVERCORE INC

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Source: LSEG Mid-Market Financial Advisory Review Q4 2025

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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.

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Sector: Domiciliary Care Location: London Buyer: Angelcare

Sector: Aviation Training Location: Gloucestershire Buyer: Rose Street Partners

Sector: HVAC Location: Somerset Buyer: Waterhouse

Sector: Damp Proofing Location: Hertfordshire Buyer: Rose Street Partners

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Sector: Life Sciences Location: Durham Buyer: Normec Group

Sector: Food Imports Location: London Buyer: Kiril Mischeff Group

Sector: Music Publishing Location: Greater Manchester Buyer: Create Music Group

Sector: Dyes and Chemicals Location: Yorkshire Buyer: John Hogg Technical Solutions

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Sector: Commercial Cleaning Location: Scotland Buyer: Exellerate Services UK

Sector: Vehicle Care Products Location: Nottinghamshire Buyer: Leading Solvent Supplies

Sector: Fuel Supply Location: Hampshire Buyer: New Era Energy

Sector: Property Repair Location: Yorkshire Buyer: MA Group

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Sector: Analytical Solutions Location: Essex Buyer: Calibre Scientific

Sector: Kitchen Design Location: Leicestershire Buyer: Jay Ghagda

Sector: Industrial Machinery Location: Buckinghamshire Buyer: SurfacePrep

Sector: Hydraulic Maintenance Location: Greater Manchester Buyer: Fluiconnecto

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Sector: Medical Equipment Location: Derbyshire Buyer: Direct Healthcare Group

Sector: Food Wholesale Location: London Buyer: The Partyman

Sector: Pharma Consultancy Location: Leicestershire Buyer: ProductLife Group

Sector: Roofing Location: Merseyside Buyer: Foresight Group

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Sector: Occupational Health Location: Lincolnshire Buyer: Latus Group

Sector: Architecture Location: Scotland Buyer: CSY

Sector: Fasteners Location: West Midlands Buyer: C.Adams

Sector: Security Location: Cheshire Buyer: Churchill Support Services

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Sector: Civil Engineering Location: Merseyside Buyer: Survey Solutions

Sector: Content Marketing Location: Herefordshire Buyer: Firelight Group

Sector: Plant Hire Location: South Wales Buyer: FTH Hire Group

Sector: Fire and Security Location: Nottinghamshire Buyer: Ranger

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Sector: Manufacturing Location: West Midlands Buyer: Tibbetts Group

Sector: Industrial Doors Location: Lancashire Buyer: Blount Shutters

Sector: Engineering Location: Buckinghamshire Buyer: Beakbane

Sector: Electrical Location: Staffordshire Buyer: Ipsum Group

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Sector: Transportation Location: Middlesex Buyer: Spatial Global

Sector: Access Solutions Location: Staffordshire Buyer: BES Group

Sector: Healthcare Software Location: Scotland Buyer: Athera Healthcare

Sector: Water Pumps Location: Surrey Buyer: Pump Supplies

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Sector: Lifting Equipment Location: Teesside Buyer: First Integrated Solutions

Sector: Racking and Shelving Location: Lancashire Buyer: Palletower

Sector: Manufacturing Location: Surrey Buyer: Teqnion

Sector: Driver Training Location: Northamptonshire Buyer: DK Group

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Sector: Compressed Air Solutions Location: Suffolk Buyer: Teqnion

Sector: Distribution & Logistics Location: Warwickshire Buyer: OnLogistics

Sector: E-Commerce Location: Worcestershire Buyer: Deligo

Sector: Engineering Location: Tyne and Wear Buyer: Waterland

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Sector: Marketing & PR Location: Surrey Buyer: Moore-Wilson

Sector: Plumbing Location: Tyne and Wear Buyer: DFP Services

Sector: Energy Location: Yorkshire Buyer: Hometree

Sector: IT & Software Location: Yorkshire Buyer: Omniplex Learning

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Sector: Fire & Security Location: Northamptonshire Buyer: Compliance Group

Sector: Electrical Location: Merseyside Buyer: Sarfraz Khan

Sector: Powder Coating Location: Kent Buyer: BAMUK Group

Sector: Fire & Security Location: Kent Buyer: New Path

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Sector: Calibration Location: Norwich Buyer: DM Calibration

Sector: Pest Control Location: Kent Buyer: Rollins

Sector: Engineering Location: Worcestershire Buyer: Evolving Enterprises

Sector: Fire and Security Location: Surrey Buyer: New Path Fire and Security

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Sector: E-commerce Location: Yorkshire Buyer: Safe Life

Sector: Distribution Location: Nottinghamshire Buyer: TransGlobal Freight Management

Sector: Security Location: Gloucestershire Buyer: TMA Security

Sector: Utility Infrastructure Location: Kent Buyer: LSBUD Group

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Sector: Construction Location: Surrey Buyer: Bellrock Group

Sector: Engineering Location: Kent Buyer: Karnell Group

Sector: IT Location: Cumbria Buyer: Global 4

Sector: Industrial Supplies Location: Durham Buyer: Foresight

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Sector: Engineering Location: Lincolnshire Buyer: Private Investor

Sector: Engineering Location: Worcestershire Buyer: The Remet Company

Sector: Building Supplies Location: Lancashire Buyer: Haldane Fisher

Sector: Electronics Location: Leicestershire Buyer: Management Buyout

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Sector: Engineering Location: Hampshire Buyer: United Living Group

Sector: Land Surveying Location: Sussex Buyer: Celnor Group

Sector: Water Pumps Location: Surrey Buyer: Pump Supplies

Sector: Roofing Location: Merseyside Buyer: Foresight

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Sector: Machinery Diagnostics Location: North Wales Buyer: Megger Group

Sector: Engineering Location: Tyne and Wear Buyer: Washington Waterjet

Sector: Structural Engineering Location: Buckinghamshire Buyer: Goldberg Engineering

Sector: Security Location: Kent Buyer: Ward Group

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Sector: E-commerce Location: London Buyer: BCS

Sector: Temperature Control Location: Cambridgeshire Buyer: Teqnion

Sector: Fire and Security Location: South Wales Buyer: Ranger Fire and Security

Sector: Retail Location: Berkshire Buyer: Picksons

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Sector: Training Location: Scotland Buyer: TTC Group

Sector: Leisure Location: Staffordshire Buyer: Der Touristik

Sector: Pharma Consultancy Location: Leicestershire Buyer: ProductLife Group

Sector: Market Research Location: London Buyer: Radius Global Market Research

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Sector: Electrical Safety Location: Greater Manchester Buyer: Teqnion

Sector: Professional Services Location: Bristol Buyer: Eddisons

Sector: Content Marketing Location: Herefordshire Buyer: Finelight Group

Sector: Printing and Packaging Location: Greater Manchester Buyer: SCGP

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Sector: Smoke and Ventilation Location: Worcestershire Buyer: TIS

Sector: Renewable Energy Location: Staffordshire Buyer: Freshstream

Sector: IT and Software Location: Warwickshire Buyer: Techsol Group

Sector: Healthcare Software Location: London Buyer: EngagedMD

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Sector: Renewable Energy Location: Buckinghamshire Buyer: Agrivert

Sector: Tool and Plant Hire Location: Cornwall Buyer: Alliance Tool Hire (South West)

Sector: Roofing Location: Hull Buyer: Pierce and Geddes Investments

Sector: Commercial Vehicle Leasing Location: Scotland Buyer: Avis Budget Group

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Sector: Traffic Management Location: Bedfordshire Buyer: The Traffic Group

Sector: Accounting and Finance Location: Yorkshire Buyer: DJH Mitten Clarke

Sector: Industrial Bolting Location: West Midlands Buyer: D.P. Fasteners

Sector: Haulage and Transportation Location: Northamptonshire Buyer: Explore Transport Ltd

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Sector: Medical Simulation Location: London Buyer: 3B Scientific

Sector: Mobility Equipment Location: Warwickshire Buyer: Medical First Ltd

Sector: Building Control Location: Surrey Buyer: Assent Building Control

Sector: Health and Safety Location: West Yorkshire Buyer: Newable Compliance

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Sector: Architectural Stone Location: Nottinghamshire Buyer: Nene Capital

Sector: Learning and Development Location: Derbyshire Buyer: Key Capital Partners

Sector: Industrial Machinery Location: Buckinghamshire Buyer: SurfacePrep

Sector: Automotive Parts Location: Yorkshire Buyer: Invicta Holdings Ltd

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Sector: Software and IT Location: London Buyer: ScaleUp Capital

Sector: Coffee Location: London Buyer: CCL Products (India) Ltd

Sector: Print and Marketing Location: Essex Buyer: Lifeboat Management Ltd

Sector: Financial Services Location: Dorset Buyer: Lumin Wealth

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Sector: Beverage Systems Location: Yorkshire Buyer: Teqnion

Sector: Industrial Doors Location: Devon Buyer: Blount Shutters Ltd

Sector: Analogue Instrumentation Location: Manchester Buyer: Trent Instruments

Sector: Renewable Energy Location: Gloucestershire Buyer: South Coast Insulation Services

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Sector: Foundry and Chemical Location: Yorkshire Buyer: GIL Investments

Sector: Electrical Wholesale Location: West Sussex Buyer: Electrical Wholesale Systems Ltd

Sector: Utilities Software Location: London Buyer: Calisen

Sector: CNC Engineering Location: Yorkshire Buyer: TGM Industrial Group

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Sector: Building Services Location: Surrey Buyer: Sauter Automation

Sector: Construction Location: Herefordshire Buyer: Cala Group

Sector: Insurance Brokerage Location: Kent Buyer: AssuredPartners

Sector: Microscopes Location: Suffolk Buyer: Northumbrian Medical Supplies

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Sector: Drainage - Commercial Location: London Buyer: YFM Equity Partners

Sector: Mechanical and Electrical Location: Northamptonshire Buyer: Wintech Group Ltd

Sector: Robotic Automation Location: Kent Buyer: Management Buyout

Sector: Construction Location: Edinburgh Buyer: A. Lamb Associates Ltd

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Sector: IT Consultancy Location: Hampshire Buyer: Kerv Group

Sector: Electrical Location: Lancashire Buyer: Storskogen

Sector: Marine Exploration Location: West Yorkshire Buyer: Shearwater GeoServices

Sector: Retail Location: Yorkshire Buyer: Harvey and Thompson Ltd

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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.

TROY BARRATT , CEO OF BAMUK GROUP, BUYER OF CUSTOM WYTELYNE POWDER COATING

“We were really happy with KBS Corporate and Will Griffiths, who did a great job managing the process, getting due diligence organised and keeping both parties onside.

“Every deal has twists and turns – this one was no different and I thought Will did a great job managing through that.

“We would absolutely use KBS again.”

BRIAN MORRIS, FOUNDER OF BM FASTENERS

CHRIS PATRICK, DIRECTOR OF SERENE STONE

“Oliver at KBS Corporate did a grand job in selling my business. From start to finish, he kept us informed and up to date. “I would recommend Oliver/KBS if you are thinking of selling your business. Thanks Oliver and everyone else involved at KBS.”

“After finding a great buyer and deal, we are left with a great sense that we definitely chose the right company to sell with. “In all, it took 13 months from the original sales meet to completion, which, for what we consider by no means a small company, was pretty good. Many thanks Guy and background team - you’re very appreciated.”

ERIC LUCKWELL TECHNICAL DIRECTOR OF DATALINK ELECTRONICS

“The range of buyers that KBS introduced us to were of a high quality. Throughout the sales process the shareholders were very pleased with the advice and help given to reach a good conclusion in the sale. Thank you KBS and the staff we worked with.”

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DAN WRIGHT DIRECTOR OF MONOCHROME CONSULTANCY

“Matthew Sibley introduced us to our buyer and had it not been for this, I would not have found Monochrome’s new home.

“He was great to work with and quick to support me whenever I needed advice, which definitely helped as this was my first time selling a company.”

KEVIN KINGHAM DIRECTOR OF UK LANYARD MAKERS

“We had been approached many times to sell our business but the approach from KBS was different. They had actually researched our company and made it personal.

“Andrew Dodd was our adviser and he was very patient as we turned down several good offers for different reasons.

“Finally, he introduced us to a wonderful investor who was the perfect fit. He negotiated a good deal for us all and once initially agreed, it was completed in under four months.”

DAVE HALLIWELL CO-FOUNDER AND DIRECTOR OF LIFECAST BODY SIMULATION

“The advice, support and persistence from Ian Barton and Richard Hill were essential and generated real value for the shareholders.

“With many intricacies to navigate, their pragmatic approach to solving challenges as they arose has been extremely valuable and greatly appreciated.

“We would like to thank Ian and the team for their hands-on advice throughout the process, handling a variety of challenges in a robust and supportive manner, and would not hesitate to recommend them to prospective clients.”

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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.

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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 the UK, 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 Ltd, 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

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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.

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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.

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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?

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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.

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

GARY EDWARDS HEAD OF MARKETING

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ENGAGING YOUR BUYERS

While the UK market is 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 UK 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

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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

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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.

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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

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A GLOBAL APPROACH

The M&A industry is a truly global market and the UK is a country at the forefront of the industry. Last year, companies in the UK were the third most in demand across the globe, and remained the most dominant target country within the whole of Europe.

Buyers from across the globe are actively seeking quality UK acquisitions and taking advantage of favourable exchange rates. 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

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1 IN 3

ACQUIRERS OF UK 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 UK market last year:

EUROPE 34%

NORTH AMERICA 45%

CENTRAL & SOUTH AMERICA

MIDDLE EAST & AFRICA

ASIA & OCEANIA 11%

3%

7%

THE UK REMAINS EUROPE’S PRIMARY ACQUISITION TARGET

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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.

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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.

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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

TAX

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.

When selling a business, the biggest cost you are likely to incur is tax – and there are several different types you may have to pay. However, there is potential to reduce your tax implications with the help of an expert in the field. The experts from the sister companies within our Group have vast experience in planning for, and dealing with, the tax considerations involved in all types of corporate finance transactions. Specialist advice in this sector means you will not have to pay more tax than required when selling your company. A full pre-transaction review of your business and deal structure identifies any tax risks, while our team of experts have acquired vast experience in liaising with HMRC to make cases clearly and persuasively to secure the most favourable outcome for their clients.

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DUE DILIGENCE

WEALTH MANAGEMENT

An essential consideration during a company sale process is how you will utilise your proceeds to ensure your financial goals are achieved. In conjunction with our award-winning financial planning partners, we can facilitate all the pre-sale and post-sale advice you and your family will need to ensure a stress-free financial future. Our comprehensive approach and knowledge of a broad range of financial areas can help you make informed decisions, minimise risks, and maximise the value of the company’s sale for your long-term financial well-being. By fully evaluating how the sale will benefit your interests and estate, alongside our thorough appreciation of the value your company holds, our trusted partners can deliver the best possible solution.

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.

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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 within the UK 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 North West Young Finance Director of the Year and has an MSc in Strategic Financial Management.

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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 both international and UK 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 £30m turnover recycling business.

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CHRIS WILLIAMS CORPORATE DIRECTOR

CORPORATE DIRECTORS

Located strategically throughout 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.

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CRAIG GAUSDEN

DAVID HILL

DOMINIC MACVARISH

CHRIS WILLIAMS

FRASER DIXON

IAN GRIFFITHS

STEVE DORKINGS

GLEN TEMPLETON

REBECCA BILLINGTON

ANTHONY COBHAM

SAM ARTHUR

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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

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