Your success?
We take it personally.

Our Services

We believe in taking a far more individual and effective approach for all of our clients. Our adaptability means that we can offer truly personal financial advisory services designed to maximise value for mid-market companies and SME owners. Our expertise spans company sales, buy-outs, and margin enhancement, each delivered with a more connected approach that comes from being business owners ourselves.

Company Sales

We offer two distinct services to support your company sale journey and are consistently there to give you complete confidence at every step:

  • Our full-scale process is designed to maximise shareholder value through a competitive, confidential sale. We’ll guide you and keep you completely up to speed throughout the three key stages:

    Prepare: We structure the sale, set clear objectives, and compile crucial financial information with meticulous attention to detail.

    Market: We actively engage potential buyers, continuously manage communications, and carefully create competitive tension to drive value.

    Close: We evaluate offers impartially, confidently negotiate terms, and manage due diligence to ensure the best possible outcome for you.

    Throughout this 6-9 month journey, we add genuine value and reassurance by:

    • Tailoring the process to your specific needs

    • Accessing key decision-makers

    • Managing contacts & approaches

    • Minimising disruption to your business

    • Advising on negotiation strategy

  • Have you received an offer for your business? Our transaction support service ensures you navigate the sale process confidently and achieve the best possible outcome. Working collaboratively with you we will:

    • Act as your experienced negotiator, levelling the playing field with potential buyers

    • Manage the due diligence process effectively, protecting your interests at all times.

    • Create natural competitive tension, even in a one-buyer scenario

    • Ensure buyers don't employ tactics that could disadvantage you

    • Guide you through to completion, maximising value and minimising stress

Buy - Outs

We provide expert advice to management teams looking to take ownership of their business, whether it’s through a Management Buy-Out (MBO) or an Employee Ownership Trust (EOT).

  • MBOs can face many complexities, but with our experience and drive, we’re ready to help you successfully navigate them. Our process begins with calculating and negotiating company value with the current owners, ensuring a fair deal for all parties. We'll then help you develop a robust business growth plan to support and inspire your vision for the company. To build a solid foundation for this, our team will fully explore - and secure – the right funding options for you, whether that’s through debt, private equity, or seller-deferred arrangements. Finally, we’ll tailor the financial structure to your precise needs.

    Throughout the entire process, we focus intently on the delicate matter of finding the optimal balance between various stakeholders' interests. We'll use our well-honed skills to help you navigate the tensions between buyer and seller expectations, carefully balancing factors such as valuation, payment terms, and future involvement of the sellers. Our goal is to execute the transaction at the right price while maintaining positive relationships and setting the stage for tomorrow’s success.

  • With our EOT service we can guide you through the entire process of transitioning confidently to employee ownership. We start by assessing the feasibility of an EOT for your business from every angle, then move through valuation, deal structuring, and tax clearance. We'll arrange best fit funding, model cashflows, and align stakeholder interests in what we call the "Grand Bargain." Our team manages the setup of the trust and governance structures, oversees the transaction completion, and is always there to provide ongoing support post-deal should you ever need it.

    Throughout the whole of this journey, we ensure a smooth transition that optimises outcomes for all parties involved, setting your business up for long-term success under employee ownership

Margin Enhancement

Harnessing our exclusive margin analysis software, Measures, we help you boost your company's profitability through a four-phase process:

  • 1. Collect, tidy, and compile: We meticulously organise your sales and margin data.

    2. Analyse and report: We uncover significant margin improvement opportunities and provide strategic insights through our obsession for detail.

    3. Margin enhancement projects: We implement process changes, conduct stock analysis, optimise pricing, and empower your team with powerful data-driven tools.

    4. Ongoing reporting and support: We provide regular reports and, as part of our ongoing commitment, continue to identify margin-enhancing opportunities for you.

  • Our comprehensive approach includes:

    • Deep analysis of margin and sales data

    • Implementation of strategic projects to increase profit

    • Prospect mapping to target ideal customers

    • Cost reduction initiatives

    • Cultivation of a margin-focused company culture

Investment

We partner with select investors to identify attractive opportunities and navigate a clear direction to successful acquisitions.

Smarter acquisitions, sharper results.

Our comprehensive investment services include:

  • We harness our network to find acquisition opportunities that align with your vision and goals perfectly.

  • Through our rigorous approach we dig deep and go beyond numbers as we assess true potential and risks.

  • We guide you through the entire acquisition process, making sure you get the best possible deal.

  • After the deal's done, we stick around to help with our bespoke services, which include strategic planning, performance monitoring, an the realisation of key targets.

With Alinea, you will gain a collaborative partner. We’re as invested in your success as you are and will help you make the most of every opportunity, from day one and beyond.

Valuations

Need to know what a company's genuinely worth? We bring a commercial, M&A-focused approach to the table, crucial in helping you make more informed decisions about a company’s value.

Precise valuations, confident decisions.

  • • Traditional accountants are too close to the situation and face conflicts of interest

    • Complex situations require assured M&A expertise from people who have stood in your shoes

    • True understanding of market dynamics and the underlying subtleties is crucial

  • • Crunch the numbers through in-depth financial analysis

    • Offer a 360 view of your world through market and industry assessment

    • Spot any potential bumps in the road through detailed risk evaluation

    • Identify potential opportunities for growth

    • Deliver robust, no-nonsense reporting you can act on

Because with Alinea,
anything is possible.

By partnering with us, you’ll have a dedicated team on your side that’s completely focused on unlocking your business’s full potential. Whether planning an exit, taking control of your company, or aiming to enhance your profitability, we’ll work closely with you to make your vision a reality.