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 750 team members in the UK and overseas.

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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. AWARD-WINNING ADVISERS

UK CF ADVISORY OF THE YEAR - 2024

UK COMPANY SALES FIRM OF THE YEAR - 2024

MID-MARKET CORPORATE FINANCE TEAM OF THE YEAR

UK CORPORATE FINANCE FIRM OF THE YEAR - 2023

UK COMPANY SALES ADVISORY OF THE YEAR

CORPORATE FINANCE FIRM OF THE YEAR

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Independently verified by LSEG (formerly Refinitiv), 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 seven years in succession, we are ranked as a top five adviser globally. THE UK’S NO.1 COMPANY SALES ADVISER

330+ OVER 300 UK DEALS COMPLETED IN 2023

FIRST NINE MONTHS 2024

P

ADVISER

DEALS

1

K3 CAPITAL GROUP

218

2

ROTHSCHILD & CO

79

29,415 CORPORATE ENQUIRIES RECEIVED IN 2023

3

HOULIHAN LOKEY

60

4

BENCHMARK

57

5

PWC

52

6

GRANT THORNTON

45

7

OAKLINS

45

8

GOLDMAN SACHS

45

9

ERNST & YOUNG

32

2,977 BUYER MEETINGS ARRANGED FOR OUR CLIENTS IN 2023

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DELOITTE

32

11

BDO

32

12

JEFFERIES

31

13

KPMG

30

14

CLEARWATER

28

15

RSM

27

16

JP MORGAN

25

17

MORGAN STANLEY

24

788 OFFERS SECURED FOR OUR CLIENTS IN 2023

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BARCLAYS

21

19

RAYMOND JAMES FINANCIAL

21

20

LINCOLN INTERNATIONAL

21

Source: London Stock Exchange Group Global M&A Mid-Market Financial Advisory Report (Q3 2024)

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K3 Capital Group was named as the overall leading UK company sales adviser by volume in 2023 by both Experian and Pitchbook. Credit reporting and data company Experian confirmed in their 2023 M&A review that K3 Capital Group was the number one adviser nationally , as well as regionally within the South East, East of England, Midlands, Yorkshire, North West and North East named amongst the most active advisers in all other regions in England, Scotland and Wales. M&A intelligence specialists Pitchbook named K3 Capital Group the top adviser within the UK and Ireland , as European dealmaking as a whole reached record highs in 2023.

MOST ACTIVE IN UK & IRELAND, 2023

RANK ADVISER NAME

# OF DEALS

INCREASE IN EUROPEAN M&A IN 2023

1

K3 CAPITAL GROUP

287

2

BDO

115

3

GRANT THORNTON

111

4

RSM UK

85

5

CHRISTIE & CO

71

6

PWC

61

7

KPMG

60

5 %

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BENCHMARK

53

9

REDWOODS DOWLING KERR

53

10

HOULIHAN LOKEY

36

According to research by Pitchbook, European M&A “remained resilient” as deal volumes enjoyed another record year, rising almost 5% compared to 2022 totals.

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FRP ADVISORY GROUP

36

12

GRANT THORNTON

31

13

ROTHSCHILD & CO

30

14

LIBERTY CORPORATE FINANCE

29

15

DELOITTE

26

16

EY

24

17

LAZARD CORPORATE FINANCE

23

18

JAMIESON CORPORATE FINANCE

23

19

CLEARWATER INTERNATIONAL

21

20

BARCLAYS

20

Includes transactions whereby there has been an announced or completed substantive transfer of control or ownership. Eligible transaction types include control acquisitions, leveraged buyouts (including asset acquisitions), corporate divestitures, corporate asset purchases, spinoffs and asset divestitures.

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UK M&A VOLUME REACHED

UK M&A ACTIVITY FINANCIAL ADVISER RANKINGS

ADVISER NAME

RANK 2023 RANK 2022 # OF DEALS

K3 CAPITAL GROUP

1

3

292

GRANT THORNTON

2

2

193

RSM

3

4

145

BDO

4

1

142

AZETS

5

5

109

PWC

6

9

104

UK DEALS IN 2023 2,661

PKF

7

13

103

HAZLEWOODS

8

6

97

Source: Zephyr, Bureau van Dijk

KPMG

9

8

83

CAVENDISH

10

7

75

SOUTH EAST

EAST OF ENGLAND

RANK 2023

RANK 2022

# OF DEALS

RANK 2023

RANK 2022

# OF DEALS

ADVISER NAME

ADVISER NAME

K3 CAPITAL GROUP

1

1

86

K3 CAPITAL GROUP

1

1

47

GRANT THORNTON

2

2

39

ENSORS

2

8

21

RSM

3

3

33

GRANT THORNTON

3

2

20

BDO

4

5

28

HAZLEWOODS

4

3

19

AZETS

5

9

27

RSM

5

4

15

MIDLANDS

YORKSHIRE & HUMBER

RANK 2023

RANK 2022

# OF DEALS

RANK 2023

RANK 2022

# OF DEALS

ADVISER NAME

ADVISER NAME

K3 CAPITAL GROUP

1

1

82

K3 CAPITAL GROUP

1

1

34

GRANT THORNTON

2

2

30

GRANT THORNTON

2

3

24

RSM

3

4

29

HAZLEWOODS

3

9

21

COOPER PARRY

4

-

27

RSM

4

8

18

PKF

5

8

26

AZETS

5

4

15

NORTH WEST

NORTH EAST

RANK 2023

RANK 2022

# OF DEALS

RANK 2023

RANK 2022

# OF DEALS

ADVISER NAME

ADVISER NAME

K3 CAPITAL GROUP

1

1

56

K3 CAPITAL GROUP

1

1

14

GRANT THORNTON

2

5

33

AZETS

2

3

13

CORTUS ADVISORY

3

3

33

CLIVE OWEN

3

9

11

RSM

4

7

26

UNW

4

8

8

BDO

5

4

23

GRANT THORNTON

5

4

8

M&A and ECM transactions whereby the disclosed enterprise value exceeds £500,000, and are based on the volume of financial advisory services transactions provided to the target, bidder, vendor, debt or equity partner. These figures do not include transactions that cannot be disclosed publicly for confidentiality reasons.

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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: 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: 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: 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: 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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Sector: Insurance Location: London Buyer: A-Plan Holdings

Sector: IT Location: London Buyer: Velocity Managed Services

Sector: Manufacturing - Sheet Materials Location: Leicestershire Buyer: Plastribution Ltd

Sector: Manufacturing - Textiles Location: London Buyer: Redmond Investments

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Sector: Catering Services Location: Worcestershire Buyer: Airedale Group

Sector: Plumbing and Heating Location: Greater Manchester Buyer: Thirdway Investment Group

Sector: Scaffolding Location: Wiltshire Buyer: Ryan Eaton

Sector: Medical Diagnostics Location: Devon Buyer: Medray Imaging Systems

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Sector: Food and Drink Location: Cornwall Buyer: Boncolac SAS

Sector: Groundworks Location: Devon Buyer: GoliathTech Piles

Sector: Retail and Wholesale Location: Yorkshire Buyer: Premium Group Tools Ltd

Sector: Precision Machining Location: East Sussex Buyer: Unibloc Hygienic Technologies

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Sector: Decorators Location: Derbyshire Buyer: John Ryan Group

Sector: IT Location: Cambridge Buyer: inTec Business Solutions

Sector: Distribution - Agriculture Location: Lincolnshire Buyer: Origin Enterprises Plcs

Sector: Water Treatment Location: Lincolnshire Buyer: Severn Trent Services

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Sector: Utilities Connections Location: Northamptonshire Buyer: South Staffordshire Plc

Sector: Lifting Gear Location: West Midlands Buyer: Axel Johnson International

Sector: Software Location: Greater Manchester Buyer: Grafenia

Sector: Analytical Laboratory Location: Derbyshire Buyer: The Smithers Group Inc

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Sector: Transport and Logistics Location: Kent Buyer: EFS Global

Sector: Gate Automation Location: Essex Buyer: Fortus Group

Sector: IT Solutions Location: Essex Buyer: Virtual IT

Sector: Software Location: Yorkshire Buyer: ACI Group

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Sector: Fire and Security Location: Greater Manchester Buyer: Croma Security Solutions Group

Sector: Management Software Location: Yorkshire Buyer: Grafenia Plc

Sector: Pharmaceutical Location: Hertfordshire Buyer: Phenna Group

Sector: Heavy Plant Tyres Location: Greater Manchester Buyer: Literacy Capital Plc

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

Sector: IT Location: South Yorkshire Buyer: Innov8 Technology

Sector: Fuel Installation Location: Ireland Buyer: LCM Environmental Services

Sector: Employee Benefits Location: Surrey Buyer: Omni Partners

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Sector: Document Management Location: Yorkshire Buyer: Bridges Fund Management

Sector: Electronics Location: Kent Buyer: Volex PLC

Sector: Digital Marketing Location: West Sussex Buyer: Broadlight Global

Sector: Digital Marketing Location: London Buyer: xDNA Group

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Sector: IT and Telecommunications Location: Leicestershire Buyer: Croft Communications

Sector: Heat Pumps Location: Lancashire Buyer: Certas Energy

Sector: Inspection and Verification Location: Norfolk Buyer: TUV Rheinland UK Limited

Sector: Insurance Location: Yorkshire Buyer: Jensten Group

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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.

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!”

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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.”

CHRIS PAULING CEO OF PROPER CORNISH

“Mark Lucas (Managing Director), George Jackson (Associate Director) and their team were simply brilliant to work with. They were an exceptional support through every stage of the sale and made our job easy.

“They clearly understood our business and the market, which was reflected in the expertly written and designed marketing materials and their ability to generate lots of interest from potential buyers. They were on the front foot throughout and were instrumental in finding the best price and home for our business and getting the deal done.

“I’d thoroughly recommend them to any entrepreneur looking to raise investment or sell a business.”

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.”

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MAJOR TRANSACTIONS TEAM

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 CORPORATE FINANCE SUCCESS 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.

“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.

ABI FIELD ECOGENR8 FOUNDER & ENGINEERING DIRECTOR

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

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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

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. GROUP EXECUTIVE CHAIRMAN JOHN RIGBY

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. DIRECTOR SIMON DANIELS

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. EXECUTIVE DIRECTOR STUART LEES

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. CHIEF FINANCIAL OFFICER ANDREW MELBOURNE

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