Stamford Capital provides advice, based on our extensive experience, to management teams wishing to acquire their company from the existing shareholders. This includes buy ins and secondary buy outs. Advice is provided on alternative forms of financing along with introductions to sources of financing. Stamford Capital also provides advice to the potential buy-out management team on negotiations with both shareholders and potential sources of finance.

The process includes the following;

  • Working with the management team to develop a written plan that includes a business plan with future projections.
  • Preparation of a Confidential Information Memorandum including the business plan and marketing materials for potential investors.
  • Introductions to equity investors who are interested in the management team’s industry and the company or division positioning.
  • Working with the management team to identify the optimum investor and work with management along with accounting and legal advisors to finalize and close the transaction.