Ownership Transition Funding

A well-established medical supply business with annual turnover of approximately £9m was undergoing a significant ownership transition. A minority shareholder had the opportunity to acquire a controlling interest, following the majority shareholder’s decision to exit the business.

Completion of the transaction required £1.5m in funding within a defined timeframe.

The Challenges

• The business was operating at a loss, restricting access to conventional funding solutions
• A strict two-month completion deadline was imposed by the exiting shareholder
• The transaction needed to be delivered efficiently, with no disruption to ongoing operations

Our Approach

Following a detailed assessment of the company’s financial position and asset base, we identified Invoice Discounting as the most appropriate funding solution. This enabled the business to leverage value from its receivables to support the transaction within the required timeframe.

Our structured approach included:

• Engaging a select panel of funders to secure competitive indicative terms
• Presenting clearly defined funding options to support informed decision-making
• Advising on and facilitating the selection of a funding partner
• Managing the end-to-end process through to approval and drawdown

The Outcome

A £1.5m Invoice Discounting facility was secured and delivered ahead of deadline, enabling completion of the transaction. The minority shareholder successfully acquired a controlling stake and assumed full ownership of the business.