Capital and investment

Preparing a business for a private equity transaction.

When a company reaches maturity, private equity can finance operational improvement, acquisitions or an ownership transition. The preparation of financial statements and operating metrics matters.

Business meeting around a table

Types of transactions

  • Management buyout. The management team acquires the business with a fund’s backing.
  • Recapitalization. The capital structure is reorganized to release liquidity or finance growth.
  • Late-stage growth round. Capital for acquisitions, expansion or modernization.

What funds examine

Reliable financial statements, clear operating metrics, visibility on cash flow and an understanding of the risks. Public assistance received, and the obligations that come with it, are part of the analysis.

Our role

We help document the public-funding history, identify programs relevant to the growth plan, and coordinate accounting work with specialist partner firms where the file requires it. We do not carry on securities dealing and do not guarantee any connection with funds.

Where to start

Tell us about your business, the transaction you are considering and your timing. We will establish which public funding and debt sources are worth reviewing alongside it.

Next step

What could support your plans?

Request a free funding assessment. Start with your business, your project and your timing. No program name required.

Request a free assessment

An assessment explores potential fit. It does not guarantee eligibility or funding.

Text us