Realise The Power of Private Equity and Alternative Investment

Project name: James

Sector: Engineering

Motivation for transaction: To continue enhancing the company’s impressive track record and bolster its global expansion ambitions.

Acquirer profile: A European private equity house established for over 25 years and which has made more than 1,000 investments, choosing long-term partnerships that make companies intrinsically stronger and better. Negotiation strategy: The company required a full organisational restructure prior to the PE investment to ensure all value creation was protected within a group perimeter.

Marketing strategy: Clear and consistent presentation of detailed information was critical in the understanding of the company’s performance, highlighting its strong trajectory whilst detailing the interconnectivity of work undertaken between the group entities. Outcome: Major investment which enabled the company to broaden its support for customers across new geographies and through widening its engineering offering with new specialisms. The PE firm would leverage its network and expertise in acquisitions and international expansion to help the company reach the next level, supercharging its momentum by acting as a hands-on partner to support its vision and ambitions.

Collaboration across legal and financial advisers with a clear

common objective was enabled with transparent, frequent communication.

STRUCTURE BREAKDOWN

Day 1 value exceeded client expectation

FINAL DEAL £96M

Reduced shareholding retained with chance to grow the business Additional future value aligned to growth achieved by PE investment

Rolled portion of equity into minority shareholding in newco £86m – potential value of retained equity in 3 years

£96m

£64m

£67m consideration paid on Day 1

8 x multiple of EBITDA

EXPECTATION

VALUE OF DEAL

POTENTIAL

VALUE OF PRIVATE EQUITY

15