Deals Completed

We provided financial due diligence and buy-side negotiation support, securing purchase price adjustments and an improved deal structure for the client.

We acted as lead advisor, completing a pre-sale valuation, negotiating with potential buyers, providing advice on the structure of the transaction and ultimately agreeing Heads of Terms.

We acted as lead advisor, undertaking a full confidential marketing exercise, achieving a successful sale exceeding our client’s expectations.

We provided bespoke advice, including buy-side financial and tax due diligence, on the £46.2m acquisition of three companies comprising two 50MW solar PV sites from NextEnergy Solar.

We provided financial due diligence services for the benefit of both the borrower and lender, to assist with an application to secure funding. This included analysis on working capital, debt and covenant compliance.

We acted as lead adviser on the majority sale of the company to existing management, alongside a confidential marketing exercise. Our services included negotiating the most favourable terms, tax advice, and working closely with legal advisors to ensure successful completion. 

We advised the shareholders on the sale of the entire share capital including providing due diligence support, with our colleagues providing tax and accounting advice. Following the sale, the AG Financial Planning team also advised on the onward investment of funds received.    

We undertook financial and tax due diligence on the target company, which operated a ground mounted solar site.

We provided buy-side advice to a first-time acquirer to support their accelerated growth, including identifying risks from the Financial Due Diligence investigation and successfully addressing these via the SPA. We worked closely with legal advisors to complete a successful acquisition and subsequently assisted with the review and agreement of completions accounts.

We advised the client on pre-sale restructuring and negotiating and agreeing improved commercial terms, which resulted in a double digit multiple and the company realising further growth potential under new ownership.

We helped management conduct pre-sale restructuring, offered tax, accountancy and due diligence advice, and our successful marketing campaign attracted a preferred bidder delivering all of the consideration upon completion.

We provided sell side support on the disposal of a group of companies which provide pension management services. Our support included negotiating deal terms, tax advice and sale and purchase agreement (SPA) advice.

We advised one of the company’s founders on their exit which resulted in a re-organisation and sale to another shareholder on terms enabling the founder to retire comfortably.

Our support included negotiating and agreeing improved commercial terms and working closely with legal advisors in agreeing Heads of Terms, reviewing the Share Purchase Agreement (SPA), and subsequently assisting with the review and agreement of completions accounts.

We provided a range of buy side support to the management team on their acquisition beginning with initial valuation, affordability assessment and offer, to deal structure, financial and tax due diligence and completion.

We facilitated a 50% stake being acquired by a new investor through assessing offers received, agreeing Heads of Terms, and advising on accounting, disclosures and completion account mechanisms. Our client received a cash injection of £1.5m via equity investment.

We conducted a successful marketing exercise, attracting interest from buyers across the country, ranging from trade to investment and Private Equity buyers. We were able to secure a number of offers in excess of the seller’s initial objectives, and consequently used this position to negotiate more favourable deal terms for the seller.

We first met to assess exit options and help prepare the company for sale. An outcome of this was to put in place a share incentive scheme for key management. The company grew over a few years, and we acted as lead adviser for a full marketing process ultimately leading to successful sale.

Albert Goodman undertook financial due diligence for our client acquiring a group operating rooftop solar sites.

We provided buy side support including financial and tax due diligence, SPA review and advising on the completion mechanism in relation to the acquisition of a care home.

We led an accelerated sales process leading to a successful sale of trade and assets.

We provided a range of buy side support including valuation advice, financial and tax due diligence, and a review of the completion accounts.

We undertook financial and tax due diligence and advised on the sale and purchase agreement (SPA) and completion mechanisms.