MBOs/MBIs

MBO-MBI

Management  Buy-Outs
& Management Buy-Ins


Independent advisors can make all the difference

Managing an MBO or MBI can be extremely challenging.
That’s because key stakeholders typically have competing interests.

But as an independent advisor, Kennedy Needham can act for either the vendor or the management team (or for both parties in some cases) to ensure a win-win outcome with minimum stress from start to finish.

Management Buy-Ins (MBIs)

If you’re looking to sell your business to an outside management team, you are considering a Management Buy-In.

Although MBIs often arise due to poor performance of the current management team, they are also a smart way for you to raise capital and improve leadership in times of hardship.

Kennedy Needham can help you to:

  • Structure the most effective shareholder and governance arrangement
  • Target suitable management teams
  • Secure financial support
  • Formulate a new business plan for your enterprise
  • Determine the most appropriate mix of debt and equity
  • Work with your lawyers and accountants to get the deal done
Management Buy-Outs (MBOs)

If you’re looking to sell your business to members of your existing management team, you are considering a Management Buy-Out (MBO). For many businesses, an MBO is a natural part of their succession plan.

Kennedy Needham can help you to:

  • Structure the most effective shareholder and governance arrangement
  • Negotiate the deal with your management team
  • Secure financial support
  • Formulate a new business plan for your enterprise
  • Determine the most appropriate mix of debt and equity
  • Work with your lawyers and accountants to get the deal done

If your business is considering an MBI or MBO and need a team of corporate advisors to manage the transaction from start to finish, contact us today or call (03) 8622 8622.