A blended approach to Accountancy and Corporate Finance that drives Business Growth for clients.
Shareholder Strategies is an M&A Advisory Business led by one of the most experienced SME Corporate Finance specialists in the North West of England.
We have a track record of successful delivery across a wide range of deals, from fundraising to acquisitions, business sale and management buy-outs.
Every transaction is a major step for each of our clients. However, as our name suggests, our work with many clients is not just about the deal.
Our core business is about understanding the aims, and the dreams, that each client has for their business and then being able to provide high-quality advice with a hands-on approach.
Some clients come to us looking to buy a business, to raise finance or sometimes because they want to exit with real value. Others are simply looking to develop a relationship with a trusted advisor who can support them to achieve the full potential of the business
Our Investment to Understand your Business
It is our firm view that we cannot help any client until we understand their business and where they want to take it.
For this reason, we invest time, at our cost, getting to know you, the current position of your business and your aims for the future before we put forward any proposals for working with you.
Over 75 years of combined Corporate Finance and Financial Accounting Experience
Our focus is on partnering with aspirational Business Owners to create long term value in their respective businesses. Through our core services, clients benefit from our wealth of experience in Consultancy & Finance roles across numerous sectors. Our Corporate Finance background allows us to develop and implement stategies with clients atimed at achieving the best possible outcome from a Corporate Transaction, whether is be a Business Acquisition/Sale or a Management Buyout.
A carefully targeted acquisition completed on the right terms with an effective post acquisition management plan can take a good business to a new level. We have the experience and the tools to help you find and fund the right deal for your business.
An MBO is the preferred exit route for some business owners. For others it can provide a sale opportunity where there is no trade sale option. In other cases, the MBO enables shareholders who are no longer able to work together effectively with a way forward. We have many years of experience in arranging, financing and completing these deals.
Helping a client to sell their business is a responsibility we take very seriously. Most of our clients have spent decades building up their company and will sell it only once. We recognise that every client is unique and tailor our sales approach to their specific circumstances and requirements. Our role can include finding potential buyers, negotiating terms and managing the process through to completion.
An example of some of our completed Corporate Transactions:
Software Company Acquisition
Working with clients who have deep supply chain management experience, we identified and acquired for them an establish MRP systems business. We are currently working again with this client to identify, fund and complete at least one "bolt on" acquisition.
Sale of Childrens Day Nursery
Our client was operating an established nursery and had received an approach from a potential buyer. Whilst the buyers had experience from previous deals, this was our clients first sale and our role was to support them through the process from Heads of Terms through due diligence to legal completion.
MBO of Slimming Clinics
We worked alongside the founder of a growing chain of slimming clinics and helped her to buy-out her partner with the support of a significant equity investment from a regional Venture Capital Fund.
Acquisition Support to Digital Services Client
We have supported a digital technology installation specialist with 2 acquisitions of complementary businesses. Our work has included developing the key deal terms and managing the transaction processes through to completion.