Why use us to fund your MBO?
We specialise in sourcing Management Buyout (MBO) funding explicitly tailored for small to medium-sized, owner-managed businesses.
With over 25 years of experience, we guide you seamlessly through every step of the MBO process— from the initial decision-making and structuring phase, to securing funding, and finalizing the acquisition. Our deep understanding of the unique challenges faced by SMEs ensures that we can provide the expertise and financial support needed to transition ownership smoothly and successfully.
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Here are four compelling reasons why choosing us to source your MBO should be your next move.
Experience
Professional
Saving you time and money
No Upfront Fees
MBO Funding
We provide proactive support and expert guidance to the proposed Management Buy Out (MBO) team throughout every stage of the transaction.
What is the process of an MBO?
The MBO process usually follows a clear structure: initial planning, negotiations with the vendor, arranging finance, conducting due diligence, completing legal documentation, and finally managing the business post-transaction. Each stage requires careful coordination among advisers, funders, and the management team to ensure a smooth, successful outcome.
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What is the role of an MBO adviser?
Appointing a corporate finance adviser early in the process is essential to achieving a seamless transaction. Our role involves project-managing every aspect of the deal — from the initial meetings and proposal structuring, through to lender negotiations and completion. We act as your dedicated partner, ensuring that each stage runs efficiently and to your best advantage.
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There are several funding routes available for an MBO, depending on the size of the deal and the management team’s resources. These can include bank loans, private equity, asset-based lending, vendor finance, or a combination of these. We help identify the most suitable structure for your circumstances to secure the necessary funding with the right balance of cost and flexibility.
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An MBO typically takes between three and six months from start to finish, though the timeline can vary depending on the complexity of the business and the funding arrangements. External factors such as legal reviews, due diligence, or lender requirements can extend the process — but with our proactive management, delays are minimised, and momentum is maintained throughout.
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Most professional fees associated with an MBO are contingent upon successful completion. This means the management team is protected from major costs if, for any reason, the deal does not proceed. We are transparent about all fees from the outset, giving you clarity and confidence as you plan your transaction.
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An MBO can offer several advantages compared to a trade sale. It allows for continuity of leadership, protects jobs, and often ensures a smoother transition for both staff and clients. Unlike a trade buyer, the management team already understands the business’s operations and culture, helping maintain stability while driving future growth.
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What should a competent MBO Team encompass?
A strong management team is fundamental to the success of an MBO. Lenders look for proven leadership, financial understanding, operational expertise, and a shared vision for the business’s future. The ability to work collaboratively and demonstrate commitment gives funders the assurance they need to support the transaction.
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How much financial contribution should an MBO team provide?
Lenders expect the management team to invest their own capital in the deal, showing genuine commitment and belief in the business. While the level of contribution varies depending on the funding structure, having personal investment strengthens the team’s credibility and aligns their interests with those of the funders.
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Planning an Exit from MBO Finance
Planning your eventual exit from MBO finance is just as important as securing the initial funding. Whether through refinancing, a secondary buyout, or a future sale, a well-considered exit strategy maximises the business’s long-term value and rewards the management team for their hard work and investment.
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