SRLV Corporate Finance LLP - Presentation
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Transcript of SRLV Corporate Finance LLP - Presentation
Introduction toSRLV Corporate Finance LLP
Contents
www.srlv.co.uk 2
Overview .......................................................................................................................................... 3
The Team .......................................................................................................................................... 4
Our Approach ................................................................................................................................... 5
Selected Credentials ......................................................................................................................... 6
Our Services ...................................................................................................................................... 7
Client Citations ................................................................................................................................ 14
Contact Information and Media Resources .................................................................................... 15
Overview
www.srlv.co.uk 3
Established in 2013 and part of SRLV Accountants, a 13 partner firm with a 25 year history and circa 140 staff, located in central London.
Fully integrated corporate finance team covering acquisitions, disposals, MBOs and MBIs, fundraising, business valuations and strategic advice, acting as both buy-side and sell-side advisors. As part of our integrated services, our tax team also provide the relevant corporate and personal tax advice.
Proven track record in a wide variety of mid-market corporate finance transactions across numerous sectors.
We focus on transactions with a typical deal size of £1m - £20m.
We provide partner-led deal leadership to deliver in challenging markets.
Our success and growth has been
achieved by offering a mix of
experience, energy and enthusiasm
EXPERIENCED
AND FORWARD
THINKING
BUYING
AND
SELLINGWe assist clients to prepare business
plans, raise loan facilities as well as
equity investment to help fund their
expansion, acquisitions or disposals
WE
VALUE
PARTNERSHIP
In common with our overall client
service ethos, we seek to work in
partnership with our clients
The Team
www.srlv.co.uk 4
• Robert has a wealth of experience in advising owner-managed companies on all forms of corporate change.
• His areas of expertise encompass advising on business disposals, acquisitions, MBOs and MBIs, fundraising and flotations.
• Robert has worked in venture capital/private equity and investment banking, focusing on M&A and corporate finance.Prior to joining SRLV, he was head of corporate finance at Smith and Williamson and head of lead advisory at RSM Tenonand Moore Stephens.
• He has also served as a non-executive director of several listed and unlisted companies and was treasurer and trustee ofthe Union at the University of Hull.
Robert KidsonPartner
E: [email protected]: +44(0) 207 079 8898
• Sean has over 8 years of corporate finance experience and qualified as a Chartered Accountant in 2005.
• He spent over 3 years in corporate finance at Morley and Scott (now Menzies) and worked on lead advisory andtransaction support assignments, subsequently joining the corporate finance team at Begbies Traynor Group in 2008,working primarily on accelerated M&A mandates and restructuring assignments.
• Prior to joining SRLV, Sean was an Associate Director at the corporate finance boutique HMT, advising on a wide range ofmandates including disposals, acquisitions and fundraisings.
• Rupak has been with SRLV since 2010, focusing on establishing strong client relationships and understanding theirbusinesses during this period.
• He is a qualified Chartered Accountant and joined the corporate finance team in early 2014, after working in the audit andaccountancy teams.
• He is experienced at working with clients operating in a variety of sectors, including media and entertainment, hospitalityand leisure, property and professional services.
Sean HackemannAssociate
E: [email protected]: +44(0) 207 079 8890
Rupak ParekhExecutive
E: [email protected]: +44(0) 207 079 8838
Our Approach
www.srlv.co.uk 5
Our priority is to fully understand your personal and business objectives
We recognise the trust you place in our role as your advisors and the importance ofour work for the shareholders and management
A wealth of experience and expertise is at hand to realise the best result throughtimely and strategic advice
Our success is based on our hands on approach and our tenacity in seeing a dealthrough to completion
We value building strong, long-term client relationships
Selected Credentials
www.srlv.co.uk 6
Advised on the sale of Atalink Limited to Metal Bulletin Plc
Acquired by a newly formed company
majority owned by Bowmark Capital
Sale Sale
Advised on the re-capitalisation of IML
Group Plc
Re-structuring
Advised on the disposal of Kirkland Rowell to Granada Learning Limited
Sale
Advised on the acquisition by IG Co
Limited of Music Choice Europe Plc
Public to Private
Advised August Equity on its investment in the £23m buyout of
Hat Trick Media
MBO
MergerCommercial advice
Advised on the £14m sale to Britt Allcroft
Company Plc
Sale
Advised Phoenix on the £62m buyout of
Vivid Imaginations Ltd
Advised on the merger with John Brown
Contract Publishing Ltd
Advised on the sale of the TNT Magazine
Group to Trader Media Group
Sale
Advised management team of Updata UK on
the buyout from its parent company
MBO MBO
Advised on the sale of the company to
All3Media Limited
SaleMerger
Advised on merger between Square One Publishing, Guardian
Media Group and Caledonia Investments
Advised on the sale to VTR Plc
SaleAcquisition
Advised on the MBO of DWS Bodyworks
Limited
Advised on the sale of Southampton Football
Club
Sale
Advised an MBI team on the acquisition of the inkjet and laser cartridge division
MBI
Advised on the acquisition of UK modelling agency
Models 1 by OpenGate Capital
Acquisition
Advised on the accelerated sale of the company to Valco Capital Partners
Accelerated M&A
Advised on the sale of Titan Travel Ltd to
Acromas Holdings/SAGA
Sale
Advised on the investment in the secondary buyout
of Channel Television
Our Services
www.srlv.co.uk 7
•Our corporate finance team has an established track record in advising clients on the complex and challenging process of business disposals.
•We offer a bespoke service to you throughout the sales process. Our objective is to deliver the optimum outcome, which is typically a combinationof price maximisation and a swift sale to your preferred buyer.
DISPOSALS
•MBOs and MBIs are technically and financially complex but pose a great opportunity for management teams to take ownership of and grow abusiness. Our team provides specialist skills and in depth knowledge to ensure the completion of a successful deal.
•We help management teams through each stage of the transaction, ensuring that the right price is paid for the business, with the optimal financialstructure.
MBOs and MBIs
•Whether you require funding for an acquisition, growing your existing business or require more short term working capital funding, the team havethe experience and track record to help you find the appropriate funder or investor.
•We have close contacts with a wide range of financiers and depending on the type of your business, the strength of your balance sheet and the useof funds, we will help you identify the types and likely cost of funding available to you.
FUNDRAISING
•We offer a bespoke approach to identifying and assessing acquisition opportunities and subsequently advising clients through each stage of theacquisition process.
•We start by discussing your aims, ensuring that your strategic objectives are most likely to be achieved through the acquisition you have in mind –then we help you achieve them.
ACQUISITIONS
•The experienced corporate finance team at SRLV offer specialist and professional valuation advice across all industries and types of businesses,ensuring a credible and thorough assessment is carried out.
•Whether you are planning an acquisition, disposal or are in a legal or commercial dispute, our in depth knowledge of the valuation techniquescombined with our commercial approach, can be trusted and relied upon.
BUSINESS VALUATIONS
•Identifying and developing opportunities, while minimising threats are key to the successful growth of a business, especially during challenging times.
•We provide strategic advice on key decisions such as exit strategies, succession issues, organic or inorganic growth, disposals, valuations, fundraising and negotiations with financial institutions.
STRATEGIC ADVICE
Our Services - Disposals / Sell-Side Advisory
www.srlv.co.uk 8
A typical disposal process includes the following steps:
We project manage the entire process from start to finish.
Highlighting strengths and addressing key
issues of the business
Preparing an information
memorandum
Researching and identifying potential acquirers
Approaching potential acquirers
Obtaining and
managing offers
Selecting the preferred acquirer
Overseeing the due
diligence process
Negotiating the best deal
Successfully closing the
deal
Our Services - MBOs and MBIs
www.srlv.co.uk 9
We believe in hands on support for management teams and we use a combination of sector knowledge and a commercial experience to advise on:
Assessing the feasibility of a potential transaction through the initial assessment and advice based on sound evaluation of the target
Preparing a business plan
Helping secure funding from appropriate sources on the most advantageous terms possible for the MBO team
Managing the due diligence process
Negotiating terms with the vendor
Providing tax advice to optimise clients’ personal and corporate tax positions
Liaising with legal advisers and funders
Project managing the transaction to completion
Our Services - Fundraising
www.srlv.co.uk 10
Sources of finance include:
SRLV has a deep network of funding sources. Not only can we help you by preparing a comprehensive funding proposal but we canalso advise you throughout the process of raising the finance to ensure you obtain the best possible finance package.
Although SRLV takes a tailored approach to each client, the processes below are common to most fundraising situations:
Asset based
lendersBanks
Mezzanine funders
Private equity
Capital markets
Assessing the feasibility of your project
Identifying the most suitable
source of finance
Preparing the business plan
Presenting your proposal to the
respective funders and supporting you during negotiations
Our Services - Acquisitions / Buy-Side Advisory
www.srlv.co.uk 11
Not only will we provide practical advice on whether an acquisition is the appropriate course of action for your business, but ifappropriate, we will also source acquisition opportunities for you. Once a selection of targets have been identified and agreed, weare experienced in leading you through the remainder of the transaction to completion.
Our advice covers:
Project managing to a successful completion
Due Diligence
Negotiating with the vendors
Providing independent valuation advice and preparation of a financial model showing your business combined with the target company
Evaluating your preferred target(s)
Assessing the strategic benefits and possible drawbacks of the proposed acquisition
Searching for potential acquisition targets
Our Services - Business Valuations
www.srlv.co.uk 12
Our valuation services comprise:
Our typical process for this service comprises the following:
The valuation of UK and overseas businesses
Advice on valuations specific to mergers,
acquisitions and corporate restructuring
Advice relating to shareholder disputes, divorces, probates and other forms of change
VALUATION REPORT
Blend of valuation
techniques and methodologies
Range of databases and
information resources
Research, information
gathering and validation
Our Services - General Strategic Advice
www.srlv.co.uk 13
Our team also bring with them their creative ideas, professional expertise and a vast contact base.
Strategic development advice includes:
Understanding our clients’ business,
operations and financial
resources
Assisting with board level
strategic issues and decision
making processes
Implementing organic and
inorganic growth
strategies
Exit strategies and succession
planning
Fundraising and negotiation
with financial institutions
Identifying and assisting with the optimum
financial structure
Client Citations
www.srlv.co.uk 14
Citations taken from LinkedIn
“In selling our business Robert provided the kind of calm expertise and honest guidance that you can only get from a trusted friend. Robert cared and it showed”.
Mark Chaplin,Independent Market Research Professional
“Sean helped our company through extremely difficult times. The restructuring process was difficult and Sean's skill and expertise was invaluable”.
Jonathan Hawkins, MDat Littlecombe Park Ltd
“I worked with Robert on a sale or float mandate of a television production company. Robert oversaw the whole process and his guidance, expert advice, creativity, patience, tact and humour were all key elements in bringing this to a conclusion”.
Alan Broach, Partnerat PricewaterhouseCoopers
“Robert was the lead banker advising the Management Team on what ended up being a very lengthy and complicated public to private buy-out. I found him an experienced and wise judge of character, able to accurately predict what others were likely to do across a variety of situations. He was unflappable, calm and professional under pressure and a settling influence for everyone else and multiple times he the demonstrated the highest integrity and professionalism. He was great counsel to me and the transaction overall and gave technically flawless advice”.
Margot Daly, Non-Executive Director, CEO Interim,Change Management, Competition &
Antitrust, Mediator
“As a colleague, a voice of reason and clarity in the Boardroom, independent of thought regardless of internal or external pressures and always committed to the development of the Company. As a financial advisor his knowledge of and contacts in the City, his experience and foresight make him a very valuable force to have on your side”.
Peter Jago, Ownerat IML Group Plc
“Rupak is a very smart, reliable and diligent advisor, has a great can do attitude, is extremely responsive to client needs and pleasant to work with, in addition to being very entrepreneurial and very professional - I very much enjoyed working with him and I highly recommend him”.
Michele Luzi, Directorat Bain & Co.
SRLV, New Bond Street, London
Contact Information and Media Resources
www.srlv.co.uk 15
For more information, please contact us at:
SRLV Corporate Finance LLP
Fifth Floor
89 New Bond Street
London
W1S 1DA
T: +44(0) 207 079 8888
F: +44(0) 207 079 8889
Visit us at: www.srlv.co.uk
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