Scaling: Enabling a strong regional firm to grow through acquisition while retaining control

Requirement:

Partner C started life in 2012 and is led by three founders. The firm has a strong regional brand, solid client loyalty and a great culture. The founders have been self-funding their growth since inception and would like to make some acquisitions, without giving up control or changing their culture. They can’t yet afford to hire full-time specialists, but given their recent growth, they want access to experience in niche areas of expertise such as:

• M&A;
• financial reporting and compliance.

Solution:

We partner with the business by:

• injecting equity capital into the business, enabling them to commit to their acquisition plans with certainty;
• helping them distil their ambitions within a clear strategy and financial forecast.

However, we do much more.

Partnership means:

• our continuing support, helping them secure an acquisition facility from a third-party debt provider and lever up credibly and conservatively;
• welcome access to the experience available from other members of the Vertus Alliance;
• access to events and opportunities that enable their staff to become part of something bigger.

Ultimately, all parties benefit from the success that flows from keeping the firm owner managed and directly authorised, with scaled up infrastructure and enhanced professionalism.