Corporate

Private equity – management advisory

Osborne Clarke has a long and illustrious heritage in acting for management teams. Indeed we are one of less than a handful of law firms that have a specialist team of lawyers who specialise in, and are focused on, supporting management teams through the complexities of completing a management buyout.

Our specialist Management Advisory team has many years’ of in-depth direct experience of providing pragmatic and commercially focused advice to senior managers wanting to buy the companies they manage, particularly in relation to employee equity participation whether through rollover/re-investment of sale proceeds, direct investment or via a structured management incentive plan.

Osborne Clarke has been an invaluable partner throughout our journey. The team was impressive and provided us with pragmatic commercial advice and amazing service ethic. We thoroughly enjoyed working with them. – Dennis O’Brien, CEO, Lucid Group Communications

The support provided by the Osborne Clarke team on our transaction with Palatine was excellent and we enjoyed working with them.  We have worked with the same team on a number of transactions and value their judgement.  They have always provided us with clear, sensible and commercial advice throughout. – Graham Hodgson, CEO, Verdant Leisure

Thank you for all your help. Osborne Clarke’s no-nonsense support throughout the project has been exactly what we needed. The swift distillation of the issues cut through the complexities of the deal, and your focus and attention on what was important, were highly valuable – a real testament to the team’s breadth of expertise and experience. – Peter Rowse – CFO, ByBox Holdings Ltd

As a full service law firm we are able to draw upon the support and skills of our colleagues in other specialist areas bringing pragmatic, knowledgeable and up-to-date market experience to our advice on all key areas of the deal including:-

  • Warranties and Warranty & Indemnity insurance
  • Investment terms
  • Tax structuring and planning
  • Employment agreements and incentives
  • Personal wealth planning

Our dedicated team of management advisory lawyers work side by side with our clients through every aspect of the transaction, from initial discussions, the preparation and agreement of equity terms sheets, selecting your preferred financial sponsor through to deal execution. We will also be there to support you and your team when it comes to exiting your investment.

We regularly work with management teams who are backed by financial sponsors operating in every segment of the private equity sector meaning our knowledge and experience is extensive, relevant and up-to-date.

In 2017 we provided management advisory services to both incumbent and incoming management teams on transactions with an aggregate deal value in excess of €1 billion.

Experience


Lucid Group

Acting for management on investment by LDC.

Corin Orthopaedics

Acting for management on Permira acquisition of Corin.

Pro-labs

Acting for management on investment by Inflexion.  

TTC Group

Acting for management on the investment by Palatine Private Equity read more.  

Linnaeus Group

Acting for the senior management team of Linnaeus Group on its sale of Mars, Inc.

Alcumus Group

Acting for the management team on the £92 million secondary buyout of leading compliance software & certification services group Alcumus from Sovereign Capital funded by Inflexion Private Equity.

A-Gas

Acting for management on KKR’s acquisition of A-Gas.

Ascendos Rail Leasing

Acting for the UK senior management on the €275 million sale of Ascendos Rail Leasing Sarl, including dealing with W&I and management incentivisation issues.

Verdant Leisure

Acting for the senior management team of UK holiday park operator Verdant Leisure on its acquisition for an undisclosed amount from RJD Partners by Palatine Private Equity.

Group IMD

Acting for the management shareholders on the €120 million secondary buyout of Vitruvian owned Group IMD funded by Inflexion Private Equity.

Odeon/UCI Cinemas

Acting for the senior management team on the €1.21 billion sale of Terra Firma controlled Odeon/UCI Cinemas to AMC Entertainment.

ByBox Holdings

Acting for the management team of leading electronic locker solutions provider ByBox on the £105 million management buyout funded by LDC.

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