Corporate Finance team, Maidenhead.The real deal.
Wilson Partners Corporate Finance.
Our award winning Corporate Finance Team in Maidenhead, Cambridge and Sevenoaks, offers a Director-led advisory service to help business owners navigate the many potential pitfalls in buying, selling or funding a business. We’re a boutique, without the layers of protocol that keeps you away from the most senior people. We believe you always need access to someone senior, so whether it be finding a buyer who suits your objectives or negotiating the terms of your deal with a seller, we can be the guiding hand to a smooth transaction, ensuring we get it over the line with your objectives always at the forefront of our minds.
We offer a comprehensive range of M&A, debt advisory and transaction services. Our aim is always to partner with each of our clients throughout the deal process, and we offer an exceptional level of practical and commercial experience to deliver a creative and efficient transaction. Working with a wide range of shareholders and entrepreneurial management teams of owner managed businesses we provide the knowledge and peace of mind you need.
“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 have a high-quality, effective management team and want to acquire the business you work for, we can advise you on this complex process, including negotiations with the vendor(s) and funding.
Business acquisition
A strategic acquisition can supplement your organic growth and rapidly increase the value of your business. We can help you understand the market, develop a strategy, negotiate with targets and find you the best funding solution.
Business sale
Whether you are selling your entire business or divesting a subsidiary or operation, professional advice is essential to ensure you achieve maximum value. It is crucial to start this process as early as possible so that we can identify the best route to market, ensure your business is in the best shape it can be and help you find a quality buyer who will give you what your business is worth.
Fundraising – debt and equity
As your business grows, its needs for funding change. New finance can help you take advantage of new opportunities and increase the growth potential of your business. Whether for start-up, development capital, working capital or term funding, we can find a solution that suits your personal and strategic objectives.
Tax planning / structuring
A key part of the process is understanding your tax obligations both for the business and personally and getting it wrong or leaving it too late can have a devastating impact on the value to receive for your business. Our dedicated tax team can help you navigate the most effective structure to maximise 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
Verifying that you are making sound investment decisions at the right price and with a fair structure
With both financial and tax due diligence, we ensure that you know the business inside and out and understand any risks that may be present before you commit. Our dedicated TS team will ensure you approach every opportunity armed with the most watertight business information and analysis to ensure you can make confident decisions. We pride ourselves on delivering a tailored solution for each individual project. This means we are pragmatic, flexible and transparent when it comes to scope, timetable and fees. There is no ‘one-size fits all mentality – what you get from us, above all else, is confidence in your decisions.
Activity in the last 12 months:
Deals: 34
Saas deals: 9
Average deal size: £8m
"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 Valuations Service
There are many reasons why you might want to establish the value of your business. Whether you’re thinking about a transaction whether that be a sale or acquisition, restructuring your business or you’re involved in a dispute it is critical to establish an accurate valuation of the businesses involved and any associated assets.
Holistic support, whatever the requirement
As well as providing valuations we can also provide assistance and strategic advice around the impact of your business decisions on the value of your business, giving you support, tax strategies, robust negotiating skill and ultimately helping you make the best decision for an outcome that suits your objectives.
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
Ensuring your new investment has the correct financial advisory support to drive longer term value. Our specialist tax, outsourcing and compliance services coupled with first class business advice enable businesses to hit the ground running post-deal ensuring you reach your strategic and financial objectives on time and within budget.
Wherever the business is in it’s life-cycle, we can provide the expertise to ensure you get to the next stage of your journey with information and advice to make great decisions that will get your there quicker and more confidently.
We work with start ups, high growth start ups and established companies providing a full 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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Adam Wardle
Dan James
Tom Bradbury
Philip Atkinson
Tyron Reinecke
Ed Macpherson
Neel Jobanputra
Udit Verma
Vera Littova
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.
Adviser to Octopus Ventures on a $15.9 million Series A funding round for VaultSpeed
Data warehouse automation is rapidly replacing conventional approaches to data warehouse creation which are becoming ineffective and obsolete.…
Adviser to ESG consultancy, Carnstone Partners, on the sale to SLR Group
Along with our advisors, we felt that some Vendor Due Diligence would help demonstrate the strength of Carnstone’s business during the deal process.…
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