Private Equity

As part of our corporate finance team, RSM Tenon has a dedicated private equity team with specialists covering advisory and due diligence services. The team has significant experience working with management teams, private equity investors, debt providers and corporates across the UK.

Advisory services


For Vendors considering a sale to a private equity backed management team, we support you throughout the process helping you achieve your goals and ensuring a robust process including:

  • Valuation
  • Detailed feasibility review and deal initiation
  • Tax planning
  • Project management
  • Post sale wealth management

For management teams looking to access private equity investment, our focus is adding value from our very first meeting through to the successful completion of a transaction. We offer open and realistic advice on:

  • The private equity process – what’s involved?
  • Deal initiation/negotiation with the Vendor
  • Possible deal structures and funding options
  • Equity and debt fundraising
  • Tax planning
  • Project Management through to completion

For private equity backed corporates, we provide a comprehensive range of services for the Company and its stakeholders including advice on:

  • Strategy reviews
  • Grooming for exit
  • Bolt on acquisitions including deal initiation (UK and International)
  • Divestitures
  • Debt advisory services
  • Refinancing and debt restructuring
  • Tax planning
  • Exits
  • Post sale wealth management

Due diligence


Through our transaction services team, we work with private equity houses, debt providers and corporates on a range of due diligence projects.  We offer an integrated financial, HR and market due diligence service tailoring our approach to each transaction, recognising the different strategies and needs of our clients and the specific issues facing the target business.

Our approach is flexible, tailored to each transaction, recognising the different strategies and needs of our clients and the specific issues facing the target business.

Our reports are recommendation, opinion and solution based and our senior people adopt a truly hands on approach to each transaction, ensuring our clients always benefit from the expertise and skills of our specialists.

How can we help you?


Whether you are a management team considering an MBO, a vendor giving thought to a sale to management, or a PE backed corporate giving thought to an acquisition or indeed planning an exit event, we can help you deliver your objectives.

 

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