Majority sale of shares for Orbital Fabrications
PEM Corporate Finance were appointed by Orbital Fabrications to provide M&A advice on the sale of 80% of its shares.
Our team advised a successful full-service communications agency providing design and content solutions on a limited succession buyout process.
The management team and a significant investor had put considerable time and resources into growing the business over the last several years and wanted a plan to broaden the ownership base to include key members of the team.
PEM Corporate Finance advised the client on a plan which saw the transfer of equity from the significant investor to the management team whilst allowing said investor to extract some capital tax-efficiently from the business. The current ownership and management team were retained and incentivised to deliver growth.
This creative agency specialises in sustainability and social issues. Their client-base includes some of the world’s best-known brands, the agency working behind the scenes to tell powerful sustainability stories and help the client engage with their audiences.
We worked with the management team and the existing investor group to structure a deal that allowed for greater management participation.
A mixture of debt finance and Loan Notes were used to fund this transaction.
Legal advice was provided by Nigel Moore of Buckles Law.