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Corporate Finance, Deal Advisory

Gerald Edelman’s Deal Advisory team advises on three deals in three months

Gerald Edelman’s Deal Advisory team advises on three deals in three months

Gerald Edelman is delighted to announce that its Deal Advisory team has advised on three deals that have completed in the last three months.

Against a backdrop of economic uncertainty that is being driven by the effects of COVID-19 and Brexit, the team has worked diligently to deliver valuable outcomes for their clients. The well documented caution in the investment market has led to a number of deals being put on hold or cancelled, however our success shows that there remains appetite for quality investments. We provide a brief summary of each deal below. Pricing and other deal terms have not been disclosed.

The first deal that the team advised on was the sale of a leading roof maintenance and repairs business. This operation was established over 40 years ago and the owners had developed a valuable brand and reputation which provides the business with significant competitive advantage. We assisted in identifying a purchaser whose principles and vision were aligned with those of our client.

We were also the advisor for the sale of a leading Bristol-based digital solutions provider, Felinesoft Limited. Timing was key in this deal, and the momentum that we maintained throughout the process was critical in achieving a favourable agreement that provided value upfront whilst also continuing to incentivise the sellers. The purchaser was an acquisitive private equity backed group of software and technology businesses, called ClearCourse Partnership LLP (backed by Aquiline Capital Partners).  Further detail about this deal can be found here.

Finally, the team has assisted in securing an investment into Lavatech Limited (trading as inCase), one of the UK’s leading legal technology businesses, from Inflexion Private Equity, a leading mid-market UK investor. Having conceived the concept approximately seven years ago, the ambitious owners have grown an initial idea into an impressive operation that is exploiting a considerable gap in the market. This deal was in full flight when the effects of COVID-19 first contaminated the UK economy, and as such a significant part of our role was to guide our client through the unpredictable terrain of the investment process. Fortunately, a valuable deal was agreed, and the business has already started to reap the benefits of the new partnership. Further detail about this deal can be found here.

Nick Wallis, Partner in the Deal Advisory team at GE, noted:

“We are proud to have delivered valuable deals for our clients during this unprecedented time. Our success further proves that executing detailed upfront planning, alongside running streamlined processes pays off by providing valuable results for our clients. The three deals here also demonstrate our ability to identify valuable investment partners and acquirers for businesses. We congratulate our clients on their well-deserved success and wish them all the best for the future.

Even in these uncertain times, deals are still happening, and we are still seeing appetite from investors and acquirers, so if you are considering a sale of your business or raising some capital for growth, don’t hesitate to get in touch.”