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Whether you’re an established entity exploring strategic exit options or a promising startup seeking growth capital, our diverse team, comprising experienced professionals and seasoned entrepreneurs, is committed to delivering solutions that align with your individual objectives. If you are aiming to unlock the full potential of your business or embark on a transformative journey towards growth and expansion, Vertex stands as your trusted partner, dedicated to turning your goals into tangible outcomes.
Navigating the intricacies of Mergers and Acquisitions (M&A) requires expert guidance and strategic insight.
At Vertex, we specialise in guiding you through every aspect of the M&A process, from identifying potential targets to negotiating favourable terms and executing seamless transactions.
Whether you’re looking to acquire a competitor, merge with a complementary business, or sell your company, our experienced team will work tirelessly to ensure a successful outcome.
A trade sale involves selling the business to another company within the same industry, often a competitor or a company looking to expand its market share, product lines, or geographic reach. Likely buyers would be industry competitors, suppliers, or customers looking to vertically integrate.
A strategic acquisition occurs when a buyer acquires the business as part of a broader strategic plan to enhance its competitive positioning, capabilities, or market reach. Likely buyers would be larger corporations, both domestic and international, looking to enhance strategic capabilities.
Selling to a Private Equity (PE) firm involves selling a stake (or the entire business) to an investment firm specialising in buying and restructuring businesses for future sale at a profit. Potential interested PE funds would likely have a focus on your specific industry or growth potential.
An MBO involves the company’s existing management team purchasing the business, often with the help of external financing (debt, personal funding or PE). An MBI involves external managers acquiring the business, often bringing new skills and fresh perspectives to drive the business forward. In the case of an MBI, the experienced industry professionals or management teams, are often supported with private equity backing.
An Employee Ownership Trust (EOT) is a trust set up to hold a controlling stake (typically more than 50%) in a company on behalf of its employees. This model allows business owners to sell their shares to the trust, which then benefits the employees of the company. Financing for the purchase can come from company profits, bank loans, or deferred consideration from the selling owners.
An EOT provides a unique exit option that aligns the interests of the employees with the company’s long-term success. It can offer significant tax benefits and preserve the company’s legacy while ensuring a stable ownership transition. This model is particularly appealing to business owners who prioritise the welfare of their employees and wish to maintain the integrity and independence of their business.
Vertex combines 100+ years of expertise, client-exclusive tech, and a vast network to streamline your business sale through our 5-step process. Our Business Journey Dashboard gives you transparent, real-time insights for smarter decisions.
At Vertex, we specialise in helping you navigate the complex landscape of capital raising.
Whether you’re a startup looking for seed funding or an established company seeking expansion capital or a partial cash-out transaction, our team has the expertise and network to connect you with the right investors. With our Managing Director spending 7 years at a leading Private Equity (PE) and Venture Capital (VC) investor, we know what an institutional investor wants to see.
We can strategically position your business to ensure you receive maximum funding whilst minimising dilution.
Angel investors are affluent individuals who provide capital to startups and early-stage businesses in exchange for equity. These individuals will often provide mentorship and industry connections as well as investing in a timely manner with flexible terms. At Vertex, via our extensive High Net Worth (HNW) network, we can introduce you to hundreds of angel investors. We will guide you towards angels that have sector expertise in your industry to ensure maximum value is achieved from the relationship.
Venture Capital involves investors providing capital to businesses with high growth potential in exchange for equity. The investment gives you access to substantial funding that can be used to take advantage of immediate opportunities and grow your business quickly over the short term. These investors will often provide expertise and network connections so you should choose an investor that offers not just cash, but strategic support.
Private equity investment is another significant fundraising channel available to SMEs in the UK. It involves investment firms providing capital to businesses in exchange for equity ownership. PE firms provide capital to companies looking to expand, enter new markets, provide a cash-out option for certain shareholders or restructure operations without relinquishing control. We have worked with many of the top PE firms across the UK over the years and will make the right introductions to ensure a firm aligns with you and your business from a strategic, operational and personal perspective.
Bank Loans; Overdrafts and Government Grants & Schemes – Vertex can introduce you to an expert from within our trusted network.
Understanding the true value of your business is essential for making informed decisions and maximising opportunities.
At Vertex, we offer comprehensive business valuation services that provide accurate and insightful assessments of your company’s worth. Our experienced and diverse team utilises a combination of industry-leading methodologies and in-depth market analysis to provide business valuations that are accurate, but most importantly, we would confident in delivering.
Whether you’re planning to sell your business, attract investors, or make strategic decisions, our business valuation service provides the clarity and confidence you need to move forward with certainty.
Aligning your financial strategy with your business goals is essential for long-term success.
We offer strategic advisory services that provide expert guidance and actionable insights to help you make informed decisions and achieve your objectives.
Whether you’re looking to optimise your capital structure, explore growth opportunities, or mitigate risks, our team of experienced advisors will work closely with you to develop a customised strategy tailored to your unique needs and priorities.
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