Corporate Finance TeamThe real deal.
Wilson Partners Corporate Finance Team.A comprehensive and award-winning service.
At Wilson Partners, we understand that the journey of buying, selling, or funding a business can be a complex one. That’s why our award-winning Corporate Finance Team, located in Maidenhead, Cambridge, and Sevenoaks, is committed to guiding you every step of the way.
We’re not your typical corporate finance team. We’re a boutique operation, free from the layers of bureaucracy that often keep you from interacting with the most senior people. We believe in direct access to decision-makers, ensuring that whether you’re finding a buyer that aligns with your objectives, or negotiating deal terms with a seller, you have a seasoned professional by your side every step of the way.
“Adam initiated and drove a deal that worked brilliantly for the management team of Advantedge and us. Negotiated magnificently and was a masterclass in pulling together an MBO.”
Chris Price, Partner
Mobeus Equity Partners LLP
M&A Advisory
- Management buy-outs (MBOs)
- Business acquisition
- Business sale
- Fundraising (debt and equity)
“a masterclass in pulling together an MBO.”
Chris Price, Partner
Mobeus Equity Partners LLP
Management Buy-Outs (MBOs)
If you’re part of a top-tier, efficient management team looking to purchase the business you’re currently employed by, we can help. We can advise you on every aspect of this complex process, including vendor negotiations and financing.
Business acquisition
A strategic acquisition is the perfect way to complement your business’s organic growth and swiftly increase its value. We’re here to help you understand the market, formulate a strategy, negotiate with potential acquisitions, and discover the best financing solutions.
Business sale
Whether you’re planning to sell your entire business or a subsidiary, expert advice is essential. You should start this process as soon as possible so we can determine the most effective market approach, ensure your business is attractive to buyers, and assist you in finding a reputable buyer who will pay the maximum price for your business.
Fundraising – debt and equity
As your business grows, its financing needs evolve. Fresh funding can enable you to seize new opportunities and amplify your business’s growth potential. Whether it’s for a start-up, development capital, working capital, or term funding, we can identify a solution that aligns with your business goals.
Tax planning / structuring
Understanding your tax obligations, both for the business and personally, is a crucial part of the process. Missteps or delays can significantly diminish the value you receive for your business. Our dedicated tax team is here to help you find the most effective structure possible when it comes to maximising the value of your deal.
“Adam initiated and drove a deal that worked brilliantly for the management team of Advantedge and us. Negotiated magnificently and was a masterclass in pulling together an MBO.”
Chris Price, Partner
Mobeus Equity Partners LLP
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Transactional Support
- Financial Due Diligence
- Tax Due Diligence
- Vendor Financial & Tax Due Diligence
- Financial Modelling
- Completion Accounts Reviews
“extremely professional, diligent and commercially wise in their analysis”
Stefano Schivo,
Founder at Primosole
Ensuring that your investment choices are solid, priced right, and structured fairly
With our comprehensive financial and tax due diligence, we make sure you have a deep understanding of the business and are aware of any potential risks before you take the plunge. Our dedicated Transaction Services team equips you with robust business information and analysis for every opportunity, enabling you to make decisions with confidence. We take pride in providing a customised solution for each unique project. This means we’re practical, adaptable, and transparent when it comes to the scope, timeline, and fees. We don’t believe in a ‘one-size-fits-all’ approach – what you receive from us, above all, is confidence in your decisions.
Activity in the last 12 months:
Deals: 27
Saas deals: 7
Average deal size: £10.5m
"Working with Wilson Partners has been an absolute pleasure - extremely professional, diligent and commercially wise in their analysis; I would recommend Dan and the team to anyone looking for a best-in-class financial and tax due diligence service."
Stefano Schivo
Founder at Primosole
"We continued to be impressed by Dan and his team during the e2e-assure transaction, providing high quality and timely insights against the backdrop of a demanding timetable. It’s a pleasure working with the Wilson Partners team, and we look forward to working together on future deals."
Alex Snodgrass, Investor
BGF
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Valuations
- Portfolio valuations
- Investment valuations
- Pre-sale valuations
- EMI and growth share valuations
“delivered by experienced, senior professionals and with no surprises on fees”
NVM
Business Valuation Service
There are numerous reasons to have your business valued. Whether you’re thinking about a transaction, such as a sale or acquisition, restructuring the business, or you’re involved in a dispute, having an accurate valuation of the businesses in question and any related assets is absolutely vital.
Holistic support whatever the requirement
We can also provide you with essential strategic advice on the impact your business decisions have on your company valuation. We’re here to provide all the support you need – tax strategies, negotiation skills, and more. Ultimately, we want to help you make the right decisions to accomplish the financial goals you have for your business.
Typical transactions requiring a valuation
Mergers & Acquisitions
- M&A Bid Support
- Pre-Transaction indicative PPA
- IPA Valuations to support transaction restructuring
- Rule 3 opinions
- Merger expert reviews
- Purchase price allocation
- Post transaction impairment reviews
- Sale to an EOT
Asset-backed lending
- Initial valuations to support transactions
- Periodic valuations to support covenant testing
Fund administration
- Net asset value reporting
- Transfers in / out
- FCA compliance reporting
Tax
- Group restructuring
- Capital Gains tax
- Employee incentive schemes / EMI
Share option schemes
- Valuations to support option award and exercise
"The process was smooth & efficient with a succinct opinion-led report delivered by experienced, senior professionals and with no surprises on fees.”
NVM
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Post deal services
- Completion Accounts
- Audit
- CoSec Services
- R&D Tax Reliefs
- Management Reporting
- Tax Planning
- Financial Modelling
- FCA Compliance Reporting
“an incredible bunch of people who are extremely switched on, highly capable and very easy to work with”
Oliver Gleave
Loop Software
Your new investment deserves the right financial advisory support to fuel long-term value. We offer specialist services in tax, outsourcing, and compliance, paired with top-tier business advice. This combination enables businesses to sprint forward post-deal, ensuring you meet your strategic and financial goals on schedule and within budget.
No matter where your business stands in its lifecycle, we have the expertise to take you to the next stage of your journey. We can equip you with all the information and advice you need to make the right call, making quicker and more confident strides than ever before.
We work with start-ups, high-growth businesses, and established companies, offering a comprehensive range of services from Audit to Xero cloud accounting and everything in between.
"Wilson Partners are an incredible bunch of people who are extremely switched on, highly capable and very easy to work with. A perfect match those looking for first class business support and advisory services."
Oliver Gleave
Loop Software
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FAQs
Corporate Finance is a broad term. Within Wilson Partners, it refers to a department that encompasses several high-quality services we provide to our clients, including mergers and acquisitions (M&A), transaction services (TS), and valuations.
Our M&A service, also known as lead advisory, advises sellers on how to realise the value of their business and assists them in doing so. We also advise buyers looking to make an acquisition or an investment.
TS, sometimes known as due diligence, is where we advise buyers, and sometimes sellers, by providing a financial and tax due diligence report in support of an investment or transaction.
We conduct valuations for various reasons, such as valuing shares for an incoming management team member, setting a hurdle rate for a growth share scheme, or during a divorce. However, the most common reason to conduct a valuation is to prepare a business for sale (i.e. a merger or acquisition).
The routes to selling a business range from DIY for small and micro businesses, using business transfer agents and business brokers for sub £2 million deals, to corporate finance and investment banks for sales over £2 million.
Private equity can provide funding to a management team for a management buyout, provided that management team is strong enough to be an attractive buyer. There are various funds of different sizes, some with sector expertise, others sector-agnostic. You can then take out personal loans or agree on deferred terms with the vendor, paying off the purchase price over time.
Deferred terms refer to an agreement where the purchase price is paid off over time. This can be a viable option when the management team doesn’t have the funds readily available to buy the business outright.
An Information Memorandum is crucial to the business sale, as it presents the business as an investment opportunity to a potential acquirer. It contains factually accurate information about the business and is used to initiate the transaction process.
Both business transfer agents and business brokers assist in the sale of businesses. However, business transfer agents typically work at the smaller end of the market (sub £2 million deals) and their approach to marketing tends to be broader. Business brokers, on the other hand, often provide a more personalised service and handle larger transactions.
We are advisors to the vendors, and offer a truly holistic service. We assist with buyer research, handle initial contact with purchasers, issue the information memorandum, help management with presentations, assess indicative bids, and project manage the advisors through to completion.
Adam Wardle
Dan James
Tom Bradbury
Philip Atkinson
Tyron Reinecke
Ed Macpherson
Udit Verma
Jake Maslen
Stefan Botha
Lucas Humphreys
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Our latest deals.
We’re highly experienced dealmakers and we have completed countless successful transactions in our time, from fundraising and MBOs to mergers and acquisitions.
Advisor to Gresham House Ventures on their £5.5m investment into OnSecurity
Wilson Partners advised Gresham House Ventures on their £5.5m investment into OnSecurity, a cybersecurity services business providing independent…
Advisor to Waterland Private Equity on their investment in Further, the newly created creative group from the merger of DesignStudio, Analog & Pixel Artworks.
Wilson Partners advised Waterland Private Equity on their investment into the merger of branding agency DesignStudio, immersive experience pioneers…
Advisor to Gresham House Ventures on their investment in Accredit Solutions
Wilson Partners advised Gresham House Ventures on their £10m investment in Accredit Solutions, a leading provider of event accreditation services.
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