M&A Wealth Management

The Buyer

Acquire a Company 

Step 5 :
Offer

Capital and Trust prefer to be engaged by acquirers. We operate on a success only basis, so if we are unsuccessful in providing companies that meet your acquisition criteria then there is no fee, regardless of how many times you meet them pre signing of Heads of Terms. We can help with acquisition models, advise on acceptable caveats / buyer protection and help structure transactions that work for all parties, so transactions are successful and significantly increase the value of the acquiring business.

There are a number of stages to consider when buying a company. Whether you are a national consolidator or someone setting out to acquire for the first time, our breakdown of the acquisition process essentially highlights the things to watch out for:

As we have been through the M&A process multiple times, we are here to help. We will take you through the process step by step and ensure you understand the realities of the current market.
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Step 1 :
Clarity
We will talk through the different characteristics of a selling firm to understand exactly the type of firm you are looking to acquire.
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As we have been through the M&A process multiple times, we are here to help. We will take you through the process step by step and ensure you understand the realities of the current market.
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Step 3 : Education

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3

We will assist with structuring deals to ensure that you only pay what a company is worth. Once an initial offer has been accepted, we can help draft a 'heads of terms' document.
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Step 5 :
Offer
Once you are satisfied with the result of due diligence, and have the funding readily available, the deal can complete.
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Step 7 :
Completion
Step 2 :
Evaluation
We will need to understand your business, your background, your budget and your experience of potential targets enabling us to introduce firms that match your requirements.
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Our team of brokers will then search their geographical areas in order to identify and introduce firms that are the perfect match.
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Step 4 :
Search
After a seller has entered into exclusivity, this is your chance to ensure they are who they say they are by conducting your due diligence. We can recommend solicitors that are extremely knowledgeable in the wealth management sector to help conduct this.
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Step 6 :
Due Diligence
Post deal, we will be available to assist you with any questions or post-completion requirements you may have.
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Step 8 :
Post Completion

Ready to get started?

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.