Excel Technical Consulting

Advisor to company

Management Buy out

The Opportunity

Established in 2005 and based in Cambridge Excel Technical Consulting specialises in the recruitment of permanent and contract staff for all areas of aerospace and composite design and manufacturing. Having successfully launched and grown the business, a change in personal circumstance gave one of the two shareholders an opportunity to take control of the business through an MBO.

As the company’s advisers we were asked to help refine and implement a solution agreed between the partners.

The Solution

A classic MBO that ended up as simple as they wanted from the outset.

We shaped a deal that was manageable for cash flow and minimised tax liability for the seller.

The chosen acquisition vehicle reflected both the future plans for the business as well as shareholders’ personal plans.

The Outcome

This transaction was about getting a solution that worked for everyone, not just one party. We used our knowledge of the business and the shareholders to navigate a challenge to obtain an acceptable outcome. The business continued to flourish and has become a leading player in its industry and we have continued to support the leadership team through many other challenges and opportunities.

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