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Our services

Negotiating the right deal and structure for you and your team

It is here that we make the difference.

As independent advisers, we draw on our experience to create clarity and provide the relevant information you need to assess your options and shape the right outcome. We support and advise management teams throughout the transaction.

A private equity transaction is a significant moment for any management team and the bidding process brings with it multiple demands on your time.

Questions will arise too. What do private equity houses expect now and after the deal has been done? How will the management incentive plan be structured? How do I assess and compare what is being offered?

We are a market leader in advising management teams in private equity transactions

Management advisory

Structured sales process

  • Detailed analysis of all aspects of investor proposals
  • Advising on and negotiating equity incentives and remuneration
  • Ensure management understand the economic impact of the terms offered by bidder(s)
  • Guidance on design and structure of incentive equity scheme and on individual allocations
  • Co-ordinate with management legal and tax advisers to ensure agreed term sheet positions are reflected in Newco Investment documentation

 Management buy out

  • Introductions to potential equity and debt providers 
  • Detailed analysis of all aspects of investor proposals
  • Advising on and negotiating equity incentives and remuneration
  • Ensure management understand the economic impact of the terms offered by investor(s)

Public to private transaction

  • Advising management team during pre-offer investor discussions
  • Advising on and negotiating equity incentives and remuneration
  • Guidance on design and structure of incentive equity scheme and on individual allocations
  • Co-ordinate with management legal and tax advisers to ensure agreed term sheet positions are reflected in Newco Investment documentation

Market listing

  • Advising on and negotiating mix of pre-IPO cash out and post-IPO investment
  • Reviewing and advising on pre-IPO exit waterfall and re-organisation
  • Considerations around a typical listed plc incentive plan
  • Benchmarking guidance on compensation and LTIP performance measures

Restructuring or re-incentivisation

  • Support in evaluating and understanding the investor proposal 
  • Advising on design and structure of new equity incentive schemes (real and synthetic)
  • Advising on implementation of wider employee incentive schemes
  • Modelling terms to illustrate returns in a range of exit outcomes
  • Review legal documentation and ensure it reflects agreed commercial terms

Growth capital fund raise 

  • Detailed analysis of all aspects of investor proposals
  • Advising on and negotiating equity incentives and remuneration
  • Ensure management understand the economic impact of the terms offered by bidder(s)
  • Guidance on design and structure of incentive equity scheme and on individual allocations
  • Co-ordinate with management legal and tax advisers to ensure agreed term sheet positions are reflected in Newco Investment documentation

Merger or major acquisition

  • Support in evaluating and understanding the funding options and the revised capital structure
  • Advising on any changes or new proposals on the equity incentives
  • Modelling terms to illustrate returns in a range of exit outcomes

New joiner to an existing incentive plan 

  • Support in evaluating and understanding the investor proposal 
  • Advising on and negotiating equity incentives and remuneration, including benchmarking equity allocation
  • Review legal documentation and ensure reflects agreed commercial terms
  • Modelling terms to illustrate returns in a range of exit outcomes

Global reach

Remuneration consulting

Partnering with Allshares to provide independent strategic advice and data analysis of Compensation & Benefits. 

Pay Analytics

  • Benchmarking
  • Salary Data
  • Performance Data
  • Macro Analysis
  • Digital Applications

Pay Incentives

  • Evaluation
  • Design & Simulation
  • Implementation
  • Stakeholder Dialogues

Pay Governance & Compliance

  • Corporate Governance
  • Regulations & Compliance
  • Policies/Contracts
  • Equal Pay
  • Remco Advisory

People & Pay

  • Employee Value Proposition
  • Efficiency Analysis
  • Job Architecture
  • Role Descriptions
Transparity

Latest transactions

Liberty advises the management team of Transparity on its acquisition by Bowmark Capital

Transparity

26 Sep 2024

View: Transparity

Stowe Family Law

Latest transactions

Liberty advises the management team of Stowe Family Law on their acquisition by Investcorp

Stowe Family Law

25 Sep 2024

View: Stowe Family Law

Farsound

Latest transactions

Liberty advises the management team of Farsound on their acquisition by Onex Partners

Farsound

2 Sep 2024

View: Farsound

SYSPRO

Latest transactions

Liberty advises the management team of SYSPRO on their acquisition by Advent International

SYSPRO

13 Aug 2024

View: SYSPRO

Keltbray Infrastructure Services

Latest transactions

Liberty advises the management team of Keltbray Infrastructure Services on its acquisition by EMK Capital

Keltbray Infrastructure Services

19 Aug 2024

View: Keltbray Infrastructure Services