Private Equity Brochure

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PRIVATE EQUITY WHO BENEFITS?

THE SHAREHOLDERS • De-risk and cash out by selling some or all of your shares through a capital event • Remain involved in a capacity that suits you and your lifestyle Shareholders can de-risk a percentage of their stake now and realise greater value in the future through a further sale of an enlarged entity; ultimately achieving a value that exceeds expectations. A Private Equity (PE) firm will take into consideration future growth prospects which will often result in higher multiples being paid. Bringing in a PE firm can allow the owner to change their level of involvement by promoting existing staff or bringing in experienced management to help reduce the workload. Shareholders are often at different stages in their lives and may not yet be ready to sell, especially if equity has been gifted to family members. A PE deal can facilitate a full or partial disposal of your shares whilst maintaining an equity stake for fellow shareholders.

THE EMPLOYEES

• Engage and motivate employees with an equity stake • Private equity can facilitate an investment-backed MBO A PE deal can help to facilitate a Management Buyout and support a change in ownership. PE firms will often look in the first instance to the existing management team and provide the necessary funding so that they can take a shareholding in the company as an incentive to drive future growth. The aim of a PE firm is to generate substantial returns on its acquisition, and to meet these objectives, the firm will often incentivise key management to give them a sense of ownership; motivating them to ensure future objectives are aligned.

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PRIVATE EQUITY CAN HELP TO PHASE YOUR EXIT AND MAXIMISE YOUR VALUE

THE PE FIRM

THE BUSINESS

PE firms look to invest in businesses with impressive growth credentials they believe to be quality opportunities. PE firms will aim to produce substantial future return, often in excess of double their original investment. These investments can help the firm to diversify their current portfolio or target ‘bolt-on’ acquisitions which complement the firm’s existing investments. A successful deal can act as a synergy for some of the firm’s current investments, too. • An investor will want to realise significant returns by driving rapid growth • A Private Equity firm can often utilise their existing investments to the benefit of its wider portfolio

The right partner will bring significant added value to the business, not just financial investment. An investor can bring proactive assistance in business expansion through introducing additional resources, technologies, enhanced product development, or technical and board expertise. Ultimately, the business will benefit from clear and focused strategies that all stakeholders are aligned to deliver. Private equity can often supply hands-on experts who will ‘roll up their sleeves’ and work alongside you, whether that means launching online distribution, securing a government contract or filling some other essential need within your business. • A Private Equity partner can provide expertise that might not currently exist • A well-devised financial stimulus can provide the mechanism to accelerate growth strategies

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PRIVATE EQUITY EXPLAINED The value and volume of Private Equity deal making reached record highs in 2021, with both deal values and exits seeing record, to cap a decade of outstanding performance. In recent years, analysts have described the rise of PE as ‘one of the most profound shifts in the capital markets since the 19th century’ when public equity markets first became widely accessible to investors. As arguably the most developed PE market in Europe, the UK has been at the centre of this trend, with leading PE funds reporting increased flows over the past five years, even amid the height of economic uncertainty. WHAT IS PRIVATE EQUITY? A Private Equity firm is an investment management company that typically raises funds from institutional sources such as pension funds, insurance companies, family offices and high net-worth individuals, and then look to invest these funds in return for an equity stake in companies with growth potential. The capital raised can be used to drive growth in the business through investment into new technologies, enhanced cash flow, the introduction of additional technical expertise and a more engaged and motivated employee base through shared incentives.

Private Equity Firm

Institutional Investors

Invests into

Invests into

Private Equity Fund

Invest in

Invest in

Investment backed MBO

Partial Investment

Full Acquisition

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PRIVATE EQUITY MARKET

UK mid-market private equity activity in 2022 was notably above historic levels, even when taking into account a decline on 2021’s unprecedented performance. Like most market sectors, private equity must negotiate economic challenges. Experts comment that, because one of the key characteristics of PE funds is their ability to respond quickly to changing trends, the sector is better placed than most to steer its way through any external uncertainty. The UK private equity market has remained particularly buoyant, with data from business intelligence experts, Bureau van Dijk, demonstrating that over 9,000 deals involving UK targets, worth in excess of £344bn, have been recorded in the psat 5 years, accounting for over a fifth of all UK deals by both volume and value. At KBS Corporate, we have recognised continued interest in UK businesses from investors, seeing a significant increase in private equity and investment deals over the past 12 months compared to the prior year.

9,061 UK private equity deals in the last 5 years - 23% of all M&A deals

£344 bn Total value of private equity deal making involving UK targets over the same period

(Source: Zephyr, BvD, Feb 2023)

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EXPERIENCE YOU CAN TRUST KBS Corporate enjoys a rich history of securing investments for clients across a wide range of industry sectors. Through a sophisticated buyer matching process and relationships with Private Equity firms throughout the world, KBS Corporate is able to present its clients with an array of exit options to best suit the needs of their business as well as their own objectives.

2022 26%

Investment

Trade

Other

10% 2021

Last year, more than one out of every four deals completed by KBS Corporate involved an investment acquirer, a significant increase on the year prior.

“Livingbridge’s knowledge and years of experience in expanding successful UK businesses with strong potential, and most especially the firm’s track record of working with online-first retailers, will undoubtedly provide Superbike Factory with the perfect platform to achieve its wider growth strategy and fulfil its future objectives. I’m certain that the investment will open the door to new opportunities and provide great success for both companies.” DAVE GARDNER , DIRECTOR - KBS CORPORATE

“We have built a strong and scalable business model and Livingbridge is the ideal partner for the next stage of our journey.” SCOTT BEHRENS , MANAGING DIRECTOR - SUPERBIKE FACTORY

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Sector: Cyber Security

Sector: Manufacturing & Retail

Sector: Security

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: R&D Tax Credits Advisory

Sector: Wholesale

Sector: Manufacturing

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Data Management

Sector: Dental

Sector: Control Systems

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Software

Sector: Payment Technology

Sector: Online Retail

ACQUIRED BY

ACQUIRED BY

ACQUIRED BY

Sector: Software

Sector: Telecommunications

Sector: Retail/Finance

RECEIVED INVESTMENT FROM

ACQUIRED BY

ACQUIRED BY

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CLIENT INVESTMENT STORIES There are many reasons that our clients approach us to handle the sale of their businesses, from fulfilling retirement plans, to achieving further growth, and each reason calls upon a tailored strategy to identify the most suitable acquirers that can help deliver on our clients’ plans whilst achieving maximum value. The following pages highlight recent instances where private equity investment has allowed our clients to realise their objectives.

KBS CASE STUDY: SOFTWARE

Our client is a market-leading designer and supplier of specialist software, and is recognised as a prominent brand within their respective industry. Our clients wished to realise their own investment into the company and allow for future growth under a new owner or investor. It became quickly apparent that PE investment would offer the most suitable terms for our clients, who wished to retain an influence in the business post-completion, through the promotion of several key members of senior management into more senior positions to aid the growth of the business. KBS Corporate attracted a number of interested parties, including trade and investment acquirers, before agreeing a deal on our clients’ behalf with a prominent UK PE firm, securing a £45m deal which represented an 18x multiple of profits.

INTERESTED PARTIES: 16

VALUE: £45M

MULTIPLE: 18x

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KBS CASE STUDY: ONLINE RETAIL

Our client was seeking an investment partner in order to facilitate further growth. The company is a well-established designer, manufacturer and distributor of ground-breaking products, with clients throughout Europe and the US. KBS Corporate’s approach enabled the introduction of executive recruiters which resulted in the appointment of a new Managing Director in preparation for the exit of the company’s founders. The opportunity attracted high levels of interest; no less than 43 interested parties came forward. This enabled KBS Corporate to negotiate a competitive bidding process which produced seven offers. KBS Corporate then worked with the shareholders to assess the most suitable buyer, achieving a deal multiple in excess of 10x EBITDA Our clients achieved their wish to retain a significant share within the business, whilst reducing their involvement in the daily operations. The deal value and structure negotiated by KBS Corporate valued the company at £24m.

INTERESTED PARTIES: 43

VALUE: £24M

MULTIPLE: 10.4x

KBS CASE STUDY: CONSTRUCTION & PROPERTY MANAGEMENT Our clients, a renowned specialist housebuilder, approached KBS as they wanted to find the ideal partner to continue and accelerate the development of the Group. Such a partner had to share a common vision for the future of the business and have the financial strength to match the directors’ ambitions. A global research effort was initiated, resulting in 18 expressions of interest and an eventual deal being agreed with a PE-backed trade buyer and creating one of the largest and fastest growing Groups of its kind within the UK. The eventual deal value, which represented a 10x multiple at £120m, was directly attainable to KBS Corporate’s focussed buyer targeting strategy, exploring Europe, Asia, and the Americas. The deal directly correlates with our clients’ growth plans, enabled by the obvious synergies between the two companies.

INTERESTED PARTIES: 18

VALUE: £120M

MULTIPLE: 10x

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KBS CASE STUDY: M&E

Our clients had been in the industry for over 30 years, and wished to realise the value of their business and take the initial steps towards retirement. Our clients founded their business in 1989 and has seen monumental levels of growth supported by long-standing client relationships; some of which have been in place for over 20 years. The company’s success is evident through the achievement of a 160% increase in turnover and a 348% increase in EBITDA since 2014. No fewer than 30 interested parties came forward to register their interest in the opportunity. KBS Corporate utilised this high level of interest in order to secure three competing offers. The successful bid came from a Management Buy-In team which was backed by a highly successful Private Equity firm, which proved a successful

fit due to the growth prospects of the company. KBS Corporate secured a deal worth £6.9m.

INTERESTED PARTIES: 30

VALUE: £6.9M

MULTIPLE: 6.9x

KBS CASE STUDY: FINTECH

With an objective to accelerate the company’s growth plans, our clients approached KBS Corporate in order to identify an investment partner who had the resources to take the company to the next level. The business is a true market leader and is well respected by world class manufacturers and software developers. Our clients have developed the business since 2003 and wished to grow further through acquisition. 25 interested parties came forward to enquire about the opportunity, allowing KBS Corporate to negotiate a strong multiple for the business that exceeded the expectations of the shareholders. Our clients maintained a strong shareholding within company, with the PE investor valuing the company at £30m.

INTERESTED PARTIES: 25

VALUE: £30M

MULTIPLE: 10x

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KBS CASE STUDY: RECYCLING

Our clients were previously on the market with a well known and highly regarded corporate finance firm. Their minimum value expectation was £15m in return for 100% equity in their recycling and reclamation company which had been the result of many generations of hard work. The highest offer that could be secured was £13m; almost 15% less than our clients’ minimum acceptable value. KBS Corporate took over negotiations on the clients’ behalf and devised an extensive research strategy which encompassed potential UK and overseas trade and institutional acquirers. A deal was agreed with an overseas PE firm who already held a significant interest in the industry. The deal resulted in our clients receiving £30.7m on day one for 70% equity in the company. Not only did the PE deal offer better terms for our clients and their employees, but also enabled them to receive an even greater total realisation upon a full exit.

INTERESTED PARTIES: 13

VALUE: £30.7M

MULTIPLE: 12.8x

KBS CASE STUDY: CONSTRUCTION

Our clients, owners of a well-respected UK-wide building services company, came to the market in order to find an acquirer who could help the company to accelerate its growth strategy. Our clients felt we should exclusively target potential trade acquirers who were already well-established within their industry, as they felt that only a company who operated within their space could really understand the true value of the business. The opportunity was pitched to trade and institutional acquirers alike throughout the UK and Europe, and an offer was secured for the business from a trade acquirer valued at £15.5m. Although this trade offer was well above our clients target value, they had never considered the possibility of a PE investor. Exploring this route granted our clients £17m on day one for just 77% equity in the business. The investing PE firm had prior investments and knowledge within the sector, therefore meeting our clients’ requirement of an acquirer with existing experience.

INTERESTED PARTIES: 15

VALUE: 17M

MULTIPLE: 16x

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RECENT PE DEALS

Below is a selection of investments made into UK companies across a range of sectors, with values ranging from £500k up to £200m.

TARGET COMPANY

TARGET SECTOR INVESTOR

DATE

Acal BFi UK Ltd

Technology

H2 Equity Partners

Mar-22

ANS Group Ltd

Technology

Inflexion

Jun-21

BigChange Group Ltd

Technology

Great Hill Partners

Feb-21

C&J Clark Ltd

Retail & Wholesale

LionRock Capital

Mar-21

Channel 3 Consulting Ltd

Technology

Management

Jan-21

Cloudcall Group plc

Technology

Xplorer Capital

Jan-22

Complete Technology Group Ltd

Technology

InfraRed Capital Partners

Feb-22

Denison and Partners Ltd

Professional Services

BP Marsh & Partners

Mar-22

Edit Agency Ltd

Marketing

The Salocin Group

Nov-21

FFX Group Ltd

Distribution

H2 Equity Partners

Jan-21

Florence Staffing Ltd

Recruitment

SEEK International Investments

Jun-22

Footasylum Ltd

Retail

Aurelius Equity

Aug-22

Fractory Ltd

Engineering

Superhero Capital

Sep-21

Geomiq Ltd

Manufacturing

Samaipata Ventures

Jul-22

Hybrid News Ltd

Marketing

Lloyds Development Capital

Jun-21

Hydromarque Ltd

Retail & Wholesale

BCF Equity Partners

Mar-21

Inbox Insight Ltd

Marketing

Management

Jan-22

Jola Cloud Solutions Ltd

Technology

BGF

Mar-21

Jungle Creations Ltd

Marketing

Livingbridge

Aug-21

Kier Living Ltd

Construction

Terra Firma

May-21

KMP Holdings Ltd

Distribution

Invicta Holdings

Jan-22

Learning Pool Ltd

Education

Marlin Equity Partner

Jul-21

Leonard Curtis Legal Ltd

Professional Services

Arete Capital Partners

Aug-21

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TARGET COMPANY

TARGET SECTOR INVESTOR

DATE

Logik Logistics International Ltd

Transport

Management

Aug-22

Marmalade Games Studio Ltd

Technology

Management

Sep-21

Modern Networks Ltd

Technology

Horizon Capital

Apr-21

Myzone Holdings Ltd

Retail & Wholesale

BGF

Jan-22

Nasmyth Group Ltd

Engineering

Management

Feb-22

Noble Desserts Holdings Ltd

Food & Beverage

Exponent Private Equity

May-21

Notonthehighstreet Enterprises Ltd

Retail & Wholesale

Great Hill Partners

Feb-21

Olive Jar Digital Ltd

Recruitment

IW Capital

Mar-21

Pareto Facilities Management Ltd

Facilities Management

Management

Mar-21

Proxymity Ltd

Technology

Deutsche Bank

Apr-22

QCL Holdings Ltd

Technology

Northleaf Capital Partners

Jun-21

Quell Therapeutics Ltd

Medical & Pharmaceutical Albion VC

Feb-21

Receipt Bank Ltd

Financial Technology

HgCapital

Apr-21

RF Brown Ltd

Distribution

Management

Mar-21

RGM Vent Ltd

Manufacturing

Foresight

Jun-21

Rooms & Views Manufacturing Ltd

Manufacturing

Foresight

Jun-22

Shiva Hotels Ltd

Travel & Leisure

HIG Capital

Mar-22

Silverfish UK Ltd

Retail & Wholesale

Management

Jan-22

Symmetrical.ai Ltd

Technology

Partech Partners

Apr-22

Trustmarque Solutions Ltd

Technology

OEP Capital Advisors

Mar-22

Vamstar Ltd

Medical & Pharmaceutical B to V Partners

Jun-22

Volga Gas plc

Oil & Gas

GEM Capital

Apr-21

Zest Technology Ltd

Technology

FPE Capital

Jul-21

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OUR GLOBAL PE CONTACTS

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6,000 We maintain

500 Over 500 PE Firms on our bespoke database, built over years of developing close relationships

relationships with PE firms who hold over 6,000 combined investments

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INVESTOR PROFILE: NVM PRIVATE EQUITY

NVM Private Equity focuses on Management Buyouts and development capital of profitable, established companies. Typical Transaction Size: £5m+ Investments Made: 300+ Offices: Newcastle, Manchester, Reading, London KBS Deals: Secure Retail, Mobius Networks LOCATION: UK INVESTMENT SIZE: £5M+

INVESTOR PROFILE: ANSOR

Ansor invests in UK SMEs with turnovers up to £20m, with a particular focus on business services, energy efficiency, property services and specialist manufacturing companies. Target Size: Revenues of £1m - £20m Sectors: Business Services, Energy, Property Services, Manufacturing Offices: London KBS Deals: Flair Developments, Ashford Orthodontics Leca Dental Laboratory LOCATION: UK TARGET REVENUE SIZE: £1M - £20M

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INVESTOR PROFILE: ETHOS PARTNERS

Ethos Partners is a private investment office set up by PE professionals to invest their own capital alongside sophisticated, high net worth investors into quality, smaller private equity transactions. Typical Transaction Size: £5m+ Transaction Type: MBO, Acquisition, Growth Capital, Succession Capital Offices: London KBS Deals: Pet Mate LOCATION: UK INVESTMENT SIZE: £5M+

INVESTOR PROFILE: ARDENTON

Ardenton is a global PE corporation focused on long term growth, investing for over 25 years, and now operates out of 9 offices across the UK, United States and Canada. Typical Transaction Size: £5m+ History: Investing for over 25 years Offices: United States, Canada, United Kingdom KBS Deals: Corbetts the Galvanizers, PP Control & Automation LOCATION: USA, CANADA, UK INVESTMENT SIZE: £5M+

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INVESTOR PROFILE: ECI PARTNERS

ECI Partners is a growth-focused PE group established by the Bank of England in 1976. It invests in growth companies across the technology, business services, and consumer sectors. Typical Transaction Size: £25m+ Investments Made: 260+ Offices: London, Manchester KBS Deals: CPOMS, Imagesound LOCATION: UK INVESTMENT SIZE: £25M+

INVESTOR PROFILE: IPO CAPITAL

IPO Capital invests in and acquires companies throughout the UK and Scandinavia. Their primary focus is achieving growth in founder-owner businesses without generational succession plans in place. Target Size: Revenues of €3m - €300m Target Location: United Kingdom, Scandinavia Offices: Denmark KBS Deals: JHT Fabrications LOCATION: DENMARK TARGET REVENUE SIZE: €3M - €300M

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INVESTOR PROFILE: FORESIGHT GROUP

Founded in 1984, Foresight Group invests in a range of sectors including consumer and leisure, engineering and industrial, healthcare, telecommunications, media and business services. Assets Under Management: £6.5 billion UK Investments Made: 100+ Offices: United Kingdom, Australia, Italy, Spain, Luxembourg, South Korea LOCATION: EUROPE, AUSTRALIA, ASIA UK INVESTMENTS: 100+

KBS Deals: Rooms & Views Manufacturing, McIntyre Electrical

INVESTOR PROFILE: TGM PARTNERS

TGM invests in UK companies with a turnover above £2m and an EBITDA of over £250,000 that offer high levels of growth potential. Sectors include machinery, packaging, fastenings, manufacturing and engineering.

Target Size: Revenues above £2m Sectors: All stable sectors considered Offices: London KBS Deals: PT Engineers

LOCATION: UK

TARGET REVENUE SIZE: £2M+

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IS PRIVATE EQUITY THE RIGHT FIT ?

Before exploring a sale or exit plan, many of our clients had never considered a potential sale to private equity. Most believed that a trade buyer would see greater value in the business due to a deeper understanding of the sector. In many cases, trade buyers do offer excellent deal structures, but in our experience, PE can often see greater future value in the business and offer more flexible deal structures. PE firms will typically hold several investments within a given sector, giving them further knowledge and experience. What a company owner must ask themselves is: “ What is important to me? ”. Inevitably, all company owners want maximum choice when considering their exit strategy. It is better to sell knowing that the decision to accept an offer was made once every option has been looked at, without only exploring a small part of the potential market of buyers. It is important to explore all possible outcomes when you consider the strategy for capitalising on the value of your business. This will put you in the strongest position when deciding which route best delivers on your objectives.

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EXPLORING THE ALTERNATIVES

Experts in the industry for 25 years, KBS Corporate are aware that PE investment is not for everyone. KBS have the knowledge and experience to facilitate a range of transaction types to suit your situation and exceed your objectives. KBS Corporate offer a bespoke service which involves the strategy of exploring all available options in order to give a business owner the widest possible scenario of choices when realising the value of their shareholding.

TRADE ACQUIRERS A trade acquisition often provides an outright sale, either to a private or publicly owned company, typically involving a buyer within an equivalent or complementary sector. The acquirer could be UK based, or be an overseas company looking to gain a foothold in the UK market.

IPO/ FLOTATION An Initial Public Offering, or Flotation, is when a company offers its shares for sale to be traded publicly through a recognised stock exchange. There are many benefits for existing shareholders, such as allowing partial realisation of value, an increased profile for their company, and access to capital for future growth, all whilst maintaining control of their Boardroom.

MANAGEMENT BUY IN/ OUT A Management Buyout (MBO) is a purchase made by the company’s management team. A Management Buy In (MBI) is when, on a change of ownership, external management is introduced to supplement or replace the existing management team.

EMPLOYEE OWNERSHIP TRUST An EOT is a form of employee benefit trust introduced by the UK government with the aim to facilitate wider employee ownership. No capital gains, income, or inheritance tax liabilities will incur through a properly structured EOT, and directors can remain in situ post-disposal. The sale can often be much quicker and result in no large changes to day-to day operations.

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INTRODUCING KBS CORPORATE

THE UK’S NUMBER ONE CORPORATE COMPANY SALES SPECIALIST

DIRECTOR-LED, AWARD-WINNING SALES STRATEGY

QUALIFIED, EXPERIENCED & COMMITTED TEAM

INDUSTRY-LEADING DOCUMENTATION AND PRESENTATION

FINANCIAL FORECASTING TO REALISE FUTURE VALUE NOW

STRICT CONFIDENTIALITY MEASURES ENSURE DISCRETION THROUGHOUT

AN EXPANSIVE BUYER REACH TO SOURCE UK AND GLOBAL ACQUIRERS

TECHNOLOGY & SYSTEMS TO PROVIDE THE HIGHEST LEVEL OF BUYER SOURCING

PART OF K3 CAPITAL GROUP, ONE OF THE UK’S LEADING PROFESSIONAL SERVICES GROUPS

INCLUSIVE LEGAL FEES - A UNIQUE, ADDED VALUE SERVICE

SELL-SIDE ADVISORY, ENTIRELY FOCUSSED ON THE BEST RESULTS FOR YOU

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THE UK’S NUMBER ONE ADVISER

Our clients are at the forefront of our service, and everything we do is designed to ensure that your expectations and objectives are met. Our approach will ensure that the time, money, and energy you have already invested into your business is fully realised and maximum value is obtained. For three consecutive years, KBS Corporate has established itself as the UK’s No. 1 Sales Advisor by adopting an approach that is truly disrupting the traditional methodologies of company sales. Throughout 2022 our Group completed over 340 transactions to retain our title as the UK’s number one business sales adviser. KBS Corporate has attained a number of prestigious accolades in recognition of the industry-leading and personal service offered to each and every client. Recent awards include both ‘UK Corporate Finance Firm of the Year’ title at the 2022 M&A Today Global Awards, and ‘UK Corporate Finance Firm of the Year’ for the second consecutive year at the Global 100 2022 Awards.

# 1 The UK’s number one corporate company sales specialist

(Refinitiv, 2022)

91% We completed 91%more deals than any other UK adviser in throughout 2022

(Refinitiv, 2022)

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EXPERIENCED ADVISERS Many of our directors and senior management have run their own businesses, and understand the resources that the process of seeking a sale or investment can require. Our intricate approach will ensure that the time, money and energy you have already invested into your business is fully realised in a company sale or investment, regardless of your circumstances. Our team of accountants and respected corporate financiers have worked in industry across Europe, Scandinavia and North America, and have gained experience with various leading institutions and top 10 accountancy firms such as Deloitte, BDO, PwC and Santander. Our team have advised their clients on both buy-side and sell-side transactions, providing a unique insight into all areas of the deal. They are assisted in each transaction by an experienced support team, creating market leading sales documentation and preparing creative ‘outside of the box’ buyer identification strategies to bring the most suitable acquirers and investors to the table. Our entire process is supported and leveraged by ‘big data’ and our bespoke technology platforms, our significant network of accountants and advisers, and relationships maintained with key decision makers at public and private companies across all major sectors, as well as investors from across the globe. RECOMMENDED AMONGST THE PROFESSIONAL COMMUNITY

“KBS adopt a friendly, professional, and innovative approach which is 100% client focussed. The results they achieve really do pay testament to their hard work and dedication”

“We choose to work with KBS because of the sheer number of quality transactions they work on, they are prolific in closing transactions on behalf of sellers.”

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WHAT MAKES US DIFFERENT ? IT’S EVERYTHING WE DO

Our aim is to create a service which doesn’t already exist within the advisory marketplace. A hand-picked team of leading and respected Corporate Financiers have been blended with dynamic and enthusiastic marketeers and researchers, supported by proprietary software systems, a technological edge and innovative use of ‘big data’. The output of this is disrupting the traditional methodologies of ‘old-school’ M&A and delivering outstanding results, performance and growth. We are proud of our team as we continue to delight our clients; often with results well above their expectations.

TONY FORD EXECUTIVE VICE CHAIRMAN

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WHEN IT’S YOUR BUSINESS... ...IT’S PERSONAL Whether passed down through the generations or a product of your lifetimes’ work, we have no doubt there have been many years of blood, sweat and tears invested into building your business into what it is today. Whether you wish to explore an outright sale, a partial ‘sell-down’, seek PE investment, alternative investment or even an IPO, we are here to be creative, entrepreneurial and supply the expertise, experience and technical knowledge to deliver an exceptional transaction that is tailored to you.

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WE LIVE AND BREATHE YOUR BUSINESS JUST LIKE YOU DO

Our primary goal is to fully understand your objectives and what you, as our client, want to achieve from a transaction. We invest considerable time into comprehending every intricate detail of your company from an operational, managerial, financial and strategic viewpoint. We will investigate your market and the competitive landscape in order to truly appreciate how to best position and present your opportunity. Only once this has been achieved can we truly act within the best interests of both you and your company, creating an outstanding service which is tailored to meet your objectives.

JULIAN COY CORPORATE FINANCE DIRECTOR

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A FIRST CLASS SERVICE IT’S WHAT YOU DESERVE

We posses the knowledge, contacts and personal touch, combined with the data, systems and technology to maximise buyer reach and create the most ‘competitive tension’ to deliver multiple deal options and choices for you. This approach consistently identifies a range of buyers, investors and transactions which the more traditional sourcing methods may fail to bring to the table. Our global reach identifies and considers all potential buyer types, including PE houses, venture capitalists, private investors, and alternative funds alongside traditional trade routes.

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K3 CAPITAL GROUP A GLOBAL ADVISORY GROUP

• Multi-disciplined professional services group • Over 25 UK and overseas offices • Over 600 staff • International presence and network

K3 Capital Group is a group of growing and complementary professional services businesses aimed at providing SMEs with high quality advice across specialist disciplines. As part of the wider Group, KBS Corporate has developed contacts and has access to networks not previously possible as a private limited company. Our group operates out of offices throughout the UK and overseas, employing over 600 staff who provide a full range of advisory services including mergers and acquisitions, restructuring and insolvency, corporate finance, forensic accounting, R&D tax reclaim, pensions advisory and creditor services.

RESEARCH & DEVELOPMENT TAX RECLAIM

MERGERS & ACQUISITIONS

CORPORATE FINANCE

RESTRUCTURING & INSOLVENCY

FORENSIC ACCOUNTING

PENSIONS ADVISORY

CREDITOR SERVICES

SELL-SIDE ADVISORY

KBS HOUSE, 5 SPRINGFIELD COURT SUMMERFIELD ROAD, BOLTON BL3 2NT T: 0161 258 0818 E: SELL@KBSCORPORATE.COM WWW.KBSCORPORATE.COM