Realise The Power of Private Equity and Alternative Investment

OUR POWERFUL PRIVATE EQUITY CONNECTIONS

Ranked as the UK’s No 1 mid-market company sales adviser year after year (source: LSEG), trade deals account for the greater percentage numerically of the transactions we complete – and yet the reverse is emphatically true in regard to deal values. Around 75% of the transaction sums achieved by our corporate finance division result from private equity investment. “We add a large chunk of value to the private equity market,” says Daniel Welsby, Head of Corporate Finance Outreach at KBS Corporate. “It comes down to motivations, the company itself and how that could be marketed to PE,” adds Daniel. “We tend to have an idea of whether it will be a trade or a PE deal very early on because of those factors – what are the motivations and what are the characteristics of the business? We have such good reach that whatever the right route is, we will find it. We are confident and we have the ability and the network to get in front of the right PE houses, alternative investment funds and trade buyers.” HOW DO WE KNOW WHEN PRIVATE EQUITY IS A BETTER OPTION THAN A TRADE DEAL?

RECENT PRIVATE EQUITY SUCCESS STORIES

Company name: Project Better Energy

Sector: Renewable energy

Motivation for transaction: Substantial investment to enable continued organic growth and fulfil an array of exciting commercial opportunities.

Acquirer profile: A major private equity house with a particular focus on the UK and European markets, investing in organisations that demonstrate strong cultural values and contribute positively to society. Negotiation strategy: This was a fantastic opportunity to present to investors across the industry, especially due to the evolving regulations being implemented to which the company had adapted appropriately and cemented itself at the forefront of its sector. This helped us to close a collaborative deal.

Marketing strategy: We focused on the company’s evolution over the course of its history from a solar solutions specialist to a market leader in the UK’s green energy sector. Outcome: A partnership which meant the company could continue its ambitious growth strategy, with the PE firm’s expertise and investment enabling the acceleration of expansion plans, both organically and through acquisitions.

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