Welcome to Investx Corporate Finance
We are an independent UK firm advising exclusively on sell side M&A. We also specialise in raising finance.
Come and take a seat and discuss your requirements with us.
A Unique Approach
Investx will represent your interests from an owners perspective to ensure maximum value is achieved and within the timescales to suit your business.
As a specialist M&A advisor, working exclusively for clients looking to sell a business, INVESTX advises clients across many different sectors. Our founders and staff come from a wide range of commercial and professional backgrounds, including financial services, technology, accountancy, manufacturing, engineering, energy and more and are well positioned to understand the fundamentals of your business very quickly.
Thinking about selling your business?
Get in touch for your free, confidential, no obligation discussion
Our Unique Approach
Led by a team of well-known industry figures, all of whom have either owned and sold a business or have been carefully selected for their specific expertise and knowledge, Investx will not waste any time waiting for the preparation of teasers and IM’s before we go to market as we believe this can all be done simultaneously. Within 10 days max, your business will be in front of carefully selected acquirers.
Investx is a unique, specialist M&A advisor to shareholders and owner-managers looking to sell all or part of their business.
We guarantee you will not be left talking to someone who cannot create value from spending time with owners and shareholders. Your time is extremely valuable and we respect that.
We advise privately owned businesses from many sectors however we specialise in manufacturing businesses in the industrial sector.
We bank with Coutts & Co who are bankers and advisors and provide valuable network opportunities from within.
We will work with you if required pre-sale, to maximise the potential in the business. We have been there and done it before and we know how to present your business to buyers to not only drive up the value but also to safeguard your interest’s post-sale.
Investx Legal Panel
INVESTX has established a panel of exceptional corporate lawyers, each with extensive experience of business sale transactions. A corporate lawyer will be specifically recommended for each transaction as some are more cost effective than others depending on the deal type.
Investx Wealth Management Panel
Your business is more often than not, your most valuable asset – and selling it releases significant liquid wealth. Whether investing for income or growth, gifting to family or others, or seeking tax efficiency, expert advice is needed. Investx has established a panel of wealth advisors, each of which is well placed to advise our clients on an extensive range of financial matters.
REFERRING YOUR CLIENTS TO INVESTX
INVESTX runs a national partner referral programme with selected third-party advisors. We currently work with a wide range of advisory organisations, including accountancy firms, business mentors, training and development consultants, lawyers, wealth managers and more.
There are strategic advantages and benefits. As an INVESTX referrer, you will be able to offer value-added services to your existing clients, in the form of business sale insights, information and M&A advice. There are financial advantages, in the form of our fee-share scheme, for every client you refer who subsequently chooses to engage INVESTX as their business sale advisor.
7 STEPS TO SELL YOUR BUSINESS
The INVESTX ‘7STEP’ process has been derived from 10+ years of experience. Here’s how it delivers maximum value for our clients.
Your business is unique. And so are you. We will visit you to meet with owners and key individuals to achieve an understanding of the business, it’s potential acquirers and the requirements of the shareholders.
Using our own expertise and current market information, we will provide a valuation range and compare with owners’ expectations. If these align, move to STEP3.
Preparation of summary document to be used for initial acquirer contact and terms of engagement with INVESTX signed.
- Preparation of and discussion with Phase A acquirer database, PhaseA being the first 5 most obvious potential acquirers. Summary documents and NDA sent upon request.
- Preparation of and discussion with PhaseB acquirer database, PhaseB being the next 20 potential acquirers. Summary documents and NDA sent upon request.
- C. Preparation of and discussion with PhaseC acquirer database, PhaseC being all the rest of the potential acquirers including utilisation of existing online sites. Summary documents and NDA sent upon request.
Preparation of more detailed online Information Memorandum and NDA whilst STEP4 in progress.
Preparation and signing of Heads of Terms.
Select and appoint corporate legal advisors, prepare sale and purchase contract and assist all the way through to completion.
YOU HAVE TO GET YOUR NUMBERS RIGHT
Experience tells us that buyers focus the majority of their time on your adjusted P&L and balance sheet history and forecasts. It is essential that these metrics are presented professionally and tie-in to the
HOW DO WE DO THIS
INVESTX will work through your accounting information and combined with regular discussions with shareholders or key individuals, will prepare an adjustment schedule, P&L and BS schedule for
HOW WE DO THIS
- Having researched, contacted and alerted potential acquirers,
- our skilled deal teams manage subsequent negotiations,
- coaching you how to behave in the vital deal meetings.
- We generate a marketplace for your business and create a competitive environment within that market.
- We set deadlines, keep buyers to a defined timetable, control the momentum, and make it clear to buyers that there are other interested parties in the frame.
- We assess
offers,and prepare counter-offers. We are able to generate an increase – or ‘uplift’ – on offers, and multiple options so you can choose the best-fit acquirer, and the right deal for you.