IT/Software: Case Study 1

Background

Successful UK based data record management and software solutions provider. Owner managed business with shareholders looking to realise their investment and exit the business.

Our Approach

  • Preparation, within a strict deadline, of marketing materials by AAB to a select number of potential acquirers.
  • Advise in negotiations with potential acquirers which resulted in the selection of a preferred acquirer after a competitive process
  • Support our client through the due diligence process including the provision of an online dataroom to facilitate the provision of information
  • Lead negotiations with preferred acquirer to secure added value for our client
  • Specialist tax advice provided for both the company and individuals
  • Project managed the transaction to successful completion

The Benefits to the Client

  • Facilitating a competitive process in providing information to a selected number of potential acquirers was a key factor in the purchase price offered exceeding client initial expectations
  • Structuring of the transaction to optimise tax efficiencies for all shareholders to maximize their returns on the investment
  • Successful completion of the proposed transaction within the agreed timetable to the preferred acquirer which met the objectives of each individual shareholder

The Plus Factor in Action

  • We helped our client make money by successfully negotiating an offer for their business which exceeded initial client expectations
  • We saved our client time by meeting deadlines set by preferred acquirer to ensure the deliver on the transaction with the agreed timetable
  • We gave our client peace of mind by leading negotiations and managing the process to a successful completion
  • We supported them now and in the future by facilitating a tax efficient options for future income
Gordon Steele web

Key Contact

Gordon Steele
Partner

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+44 1224 625111

Our Plus Factor

Our Plus Factor

Our Global Reach

Our Global Reach