We act as an intermediary between company owners wishing to sell and buyers wishing to acquire.

Our sell-side clients engage with us to lead the sales process to realise maximum gain and place their company with a strategic or financial buyer.

Our buy-side clients engage us to source off-market opportunity.

We provide a fully-managed service with an experienced approach. Capping the number of projects at any one time ensures that we devote sufficient time to create the optimum outcome for each project.

We engage with a wide network of reputable accounting and legal firms. Much of our work comes through referrals.

We have a growing reputation as one of the best boutique M&A firms to work with in the south-west and have delivered successful deals in South Africa, Australia, Hong Kong, China, Germany, UK and Ireland.

We provide sell-side services to SME's and buy-side services to private equity and corporate firms.

Prior to mergers and acquisitions (M&A), Justin Levine enjoyed a fast-track career as an MD, CEO and VP within a global enterprise specialising in high-technology industrial products. With over twenty years business experience in Asia Pacific, the Americas and Europe, he struck out full-time in M&A in 2011. He was educated at Imperial College (Aeronautical Engineering) and Kingston Business School (MBA). Justin is a guest-speaker at the West London Business Forum and acts as a non-executive Director to several successful companies.

Justin is supported by a Co-Director, together with an eight-strong team of analysts, researchers and graphic design studio. A virtual team since the outset, the team is execution-focused and have worked with us for at least seven years.

Without the expensive overhead cost of maintaining real-estate, the team is lean, focused and the company offers exceptional value.

Whilst we will consider any project where we can add value, our specialism runs deeper in the following industry segments.

MANUFACTURING

Companies that design, engineer or manufacture parts, products, sub-assemblies, machines or services. All technology platforms across the electro-mechanical spectrum including Industry 4.0 and IIoT.

TECHNOLOGY & IT

Companies that create intellectual property wrapped into a range of services, products and technologies whether deployed as cloud-based SaaS or as on-site solutions.

HEALTHCARE & MEDICAL DEVICES

Companies that manufacture medical products, devices and solutions that are sold direct or through clinical services to consumers.

DIGITAL & eCOMMERCE

Companies that engage in ‘digital’ such as marketing (e.g. SEO, digital design, branding, print design, analytics, websites), through to pure play eCommerce companies that provide wholesale or retail distribution B2B or B2C.

WHOLESALE & DISTRIBUTION

Companies that provide wholesale & distribution channels and trade outlets across industries such as aerospace & defence, automotive, consumer markets, construction, engineering, food and beverage, health and leisure, industrial automation.

PROFESSIONAL SERVICES & CONTRACTING

Companies and contracting firms providing value-added manufacturing, assembly and on-site services ranging from event-management, tourism and leisure through to the construction industry.

Projects over the years have covered sectors such as manufacturing, engineering, technology, IT, wholesale, distribution, healthcare, digital, retail, food & beverage & education.

Our forte lies with investing sufficient quality time with each client to truly understand his or her company, market and USP.

Many of our client projects remain confidential due to the various partners we work with. But where possible, we can publicise selected past clients across a variety of projects.

Initial Meeting

We invest time at the beginning to understand the overall objectives. And to explain how we work and add value. There is no cost – this is simply exploratory.

Scoping Meeting

If the client is interested to proceed, we will meet again to scope the project and to set-out deliverables. We will prepare an offer document and draft contract. There is no cost at this stage and no obligation to proceed.

Contract Phase

Once the client is happy with the terms and objectives, the client signs the contract. Any advance fees agreed (if any) will need to be paid and the project commences.

Project Phase

We will execute the project according to the timescales set-out in the contract. We maintain regular contact with our clients and keep them updated when each stage-gate is reached.

Success-Fees

If a success-fee is agreed for buy- or sell-side projects, success-fee become due on completion of the transaction.