Our Work
Sale
These case studies represent just a small selection of the projects we have worked on, but we hope will give you an idea of the breadth of our experience.
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Case Study: eArcu
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- Sale of owner managed business
- Recruitment software
- Sourced an Australian buyer, negotiated the deal with their US private equity backers and executed the deal through the worst of the pandemic
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Adrian and Janine were the advisors to eArcu and its shareholders on the sale of the business to Page Up, an Australian business owned by a US investment firm, Battery Ventures. The owners of eArcu, led by Andy Randall, the CEO who founded this recruitment software business some ten years ago after successfully selling their previous company iGrasp, some six years previously. The Caldey team sourced the buyer, negotiated all aspects of the deal with both the US investment firm and the Australian business. This was a complex deal due to different approaches to the operations and the management of the software, as well as multiple stakeholder relationships. Adrian and Janine created a path through these differences across three time zones, during the Pandemic, to deliver a deal that both allowed Page Up to achieve its UK expansion plans whilst enabling the eArcu team to achieve an excellent return on the investment they had put into the business in so many different ways over the previous 10 years.
“I had previously sold one business and knew that to achieve the best result for me and my fellow shareholders I needed an advisor totally dedicated and focussed on delivering that outcome. Caldey made a huge difference and delivered way beyond my high expectations. Adrian and Janine’s commitment and determination to find solutions that worked both for us and the Page Up team during the transaction process was amazing; I am certain that we wouldn’t have been able to achieve this great result without the drive and innovative thoughts of Adrian and Janine.”
Andy Randall, Founder, CEO and largest shareholder of eArcu
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Highlights from other work related to Sale:
- Over a two-year period, Adrian advised firstly LDC on their investment into Apollo and then the Board of Apollo with respect to the preparation of the business for sale. When the decision was made to sell, Adrian led the team through to exit
- Building Services Sector
- Adrian and his team delivered a sale a more than 2.6x the price invested only 18 months after the investment
- Sale of four separate divisions of plc
- Industrial and Engineering Sector
- Sourced, executed and negotiated the sale of four different business in four different locations of the UK. Maximised overall value by sourcing buyers who identified more value in the niche businesses than taking the four divisions as a whole
- Sale of entrepreneurial management owned business
- Technology Sector
- Demonstrated significant potential already locked into the business thereby reducing the Earnout element of the deal
- Sale of privately owned business
- Waste Recycling Sector
- Focused on selling business to consolidator who could make significant savings and realise value of the business
- Advised the four shareholders in planning for the eventual sale of their business
- Professional Services Sector
- Ensured the business was fully prepared for sale when there was a window of time when two key potential buyers had specific key rationales to acquire BBS. This delivered a tightly controlled process that delivered a premium price to all the shareholders
- Sale of entrepreneur owned business to management backed by Private Equity
- Digital Software and Solutions Sector
- Sourced buyer and structured deal that enabled founding shareholders to retire from the business within 3 months of completion
- Sale of IT and Telecom Services business to Vodafone
- IT Services Sector
- Positioned the business with Vodafone, demonstrated the value that it would deliver to Vodafone and therefore achieve a priced that reflected its future potential rather than based on its historical and current performance
- Sale of Private Equity and management owned business
- Consumer Products Sector
- Sold to major overseas buyer for a premium price through tailored auction focusing the buyer on future Brand potential of Bottlegreen
- Sale of fifth generation family owned funerals business
- Consumer Services Sector
- Restructured the business and sold with the associated property to major chain of Funeral Directors. Had two competing bids from the two major chains which facilitated the delivery of a premium price for the shareholders
- Sale of fifth generation family owned removals business
- Consumer Services Sector
- Initially worked in and alongside the business to ensure that it was in the best position to sell. Sourced a number of buyers including a PE backed consolidator of removal and storage companies
- Sale of fifth generation department store business
- Retail Sector
- Sold business and associated property to Department Store group having identified the full potential of the store with appropriate investment
- Advised Management Team and Founder regarding buy-out of certain shareholders
- Building and Construction Sector
- Delivered a deal that allowed the business to flourish and the founder to remain with a strong degree of control
- Sale of investment in recycling plant
- Waste Recycling Sector
- Successfully worked with management team to deliver a funding solution that worked for both parties
- Sale of four separate divisions of group in Administration
- Building, Business and Support Services Sector
- Sourced and executed four separate sales to four very different buyers while seeking to ensure that the business retained its value and remained in place through the inherent challenges of an extremely high profile Administration process
- Sale of management and PE owned business
- Insurance Services Sector
- Sourced new equity investor to take investment forward, allowing management to de-risk their investment. Significant negotiation with trustees of defined benefit pensions scheme
- Sale of family owned business follow death of founder
- Manufacturing Sector
- Sold this sub-£10m business to overseas buyer
- Sale of entrepreneur owned consulting business
- Defence and Military Sector
- Sourced Canadian quoted buyer who both offered a compelling deal and met all requirements with respect to the defence and military contracts
- Sale of privately owned business
- Concrete Manufacturing Sector
- Identified multinational producer who had a geographic gap in their ability to supply that Hopkins filled – this resulted in the delivery of a premium price
- Sale of family owned business to investor
- Healthcare Supplements Sector
- Sold business with one customer representing over 50% of the revenue
- Management Support through Sale process
- Leisure – Holiday Sector
- Supported Management team in the preparation of detailed model and forecasts for the various niche holiday businesses, the on-line business and the c30 UK retail operations
- Sale of entrepreneur owned business
- Process controls primarily in the Food Industry Sector
- Sourced a buyer having identified a gap in their portfolio of services that it offered to its clients. Negotiated and sold business to Canadian multi $ quoted business at a premium cash price with the potential for further future earn outs for the team
- Sale of Entrepreneur owned business
- IT Services Sector
- Undertook tailored competitive auction to source buyer who subsequently paid premium price
- Sale of private equity owned business to two international business
- Manufacturing Sector
- Demerged the US and European operations and sourced two separate buyers who paid premium pricing for each operation and were not interested in the other
- Sale of element of waste group owned by Private equity fund
- Waste Recycling Sector
- Extracted Businesses from larger group and sold specific business and assets to buyers seeking to grow their own businesses
- Sale of entrepreneur owned business to Financial Institution
- Building Services Sector
- Sourced equity investor to back management and enable the shareholders to leave on completion of the deal
- Sale of owner managed business backed by PE
- Nano Technology Sector
- Successfully sourced and negotiated deal with overseas buyer
- Advising the University of Surrey, the owners of Surrey Satellite Technology Limited, on sourcing additional funding
- Space Technology Sector
- Successfully sourced and secured finance from Elon Musk’s space technology business, SpaceX
- Sale of privately owned business
- Waste Recycling Sector
- Focused on selling business to consolidator who needed the specific services and contracts that SWR Newstar delivered. Had two interested parties that resulted in meaningful competitive tension that enhanced the price delivered
- Sale of Business
- Business Services to the Insurance Sector
- Sourced MBI team and Equity funder to allow Founder, Chairman and CEO to achieve full exit
- Sale of mid-size legal practice to legal consolidator
- Professional Services Sector
- Negotiated deal with both the acquirer, involving considerable discussions on working capital and also negotiated a deal that worked for the equity and salaried partners of Thomas Eggar
- Sale of retiring shareholders 50% stake in business he founded with the other 50% shareholder
- Building and Construction Sector
- Negotiated deal that fully reflected the potential of the business
- Sale of business due to retiring shareholder
- Building and Construction Sector
- Structured, funded and project managed the deal to buy out the retiring shareholder with a combination of bank debt and private equity funding
- Sale of entrepreneur owned business
- Car parts Manufacturing Sector
- Complex deal involving property and various business streams linked to global supply chain
- Sale of business to the Management and PE firm
- Medical Equipment Sector
- Sale of business to overseas buyer
- Sale of entrepreneur owned consulting business
- Defence and Military Sector
- Sourced Canadian quoted buyer who both offered a compelling deal and met all requirements with respect to the defence and military contracts
- Advised the four shareholders in planning for the eventual sale of their business
- Professional Services Sector
- Ensured the business was fully prepared for sale when there was a window of time when two key potential buyers had specific key rationales to acquire BBS. This delivered a tightly controlled process that delivered a premium price to all the shareholders
- Advised the two major shareholders, Graeme Simpson and David Simpson in preparing the business for eventual sale
- House Building Sector
- Working alongside Rothschild’s delivered a premium price for Graeme and a reinvestment package for David and the senior management team when Countryside acquired. Countryside floated a couple of years later allowing David the potential to sell or hold their shares in Countryside at a meaningful enhancement
- Sale of entrepreneur owned business
- IT Services Sector (predominantly to the Telecoms Industry)
- Negotiated a deal that enabled the shareholders seeking to retire to release capital consideration out of the deal
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