Realise The Power of Private Equity and Alternative Investment

HOW CAN PRIVATE EQUITY AND ALTERNATIVE INVESTMENT OPTIONS BENEFIT YOU?

These investment options are a terrific opportunity which can collectively offer company shareholders the ability to:

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Phase your exit from the company Dilute equity and cash out

Ensure succession planning through an investment-backed buy-out Create growth and scale to develop the company to new heights Provide long-term sustainable growth and security Realise your equity value through a capital event transaction

WHICH IS THE RIGHT OPTION BASED ON YOUR OBJECTIVES? Private equity (PE) firms have a particular appetite for companies with high-growth potential, or those that can be significantly improved through strategic changes, such as new market opportunities or better alignment and direction of current strategy to maximise growth potential. Transactions of this nature and a successful aligned strategy can often yield high value returns for both the investment fund, remaining equity holders and key management personnel within the business. “Private equity is a great option for shareholders in a business which has a lot of potential, but need a bit of help in getting the company to where they want it to be and want to derisk to an extent now,” explains Daniel Welsby, Head of Corporate Finance Outreach at KBS. “For a lot of business owners, the bulk of their wealth is in the business. To be able to tap into some of that wealth now, but still maintain the potential to achieve another slice of wealth in the future, is the real value of private equity. “It differs to a trade sale where, more often than not, you will be offered a price and that’s what you receive, whereas with private equity you can benefit from that forward potential as and when it happens.” KBS Corporate Finance possesses both the experience and direct contact with an extensive network of UK and international investment firms. As a lead adviser in any transaction, we will look to ensure the right fit and aligned growth objectives between the company shareholders and investment partners.

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