Management / Retained Advisory


INTRODUCTION

Springboard, by drawing on our team’s wealth of experience gained across a broad range of industry sectors, is uniquely positioned to provide valuable strategic and financial advice to Directors involved in transactions or more generally looking to develop their business and enhance shareholder value.

What we do as your management advisor

Management teams are increasingly forming part of an auction process either in primary or secondary MBO situations.

For managers there will be a myriad of demands on their time in a process and it is crucial they have a senior independent advisor.  Our experience in private equity makes us uniquely positioned to answer questions like:

  • How will I get the opportunity to choose my partner going forward?
  • How should I assess what I am being offered both financially and commercially?
  • What would life be like with the incoming PE house?

Our role is to act as a sounding board on all issues to ensure the voice of management is heard in a constructive fashion and you get a deal that is right for you and your teams in both cultural and economic terms.

How do we add value?

  • We are engaged at all stages in private equity process providing productive and balanced advice
  • Detailed modelling of financial terms and comparison of offers
  • Leading negotiations with incoming (and exiting) private equity providers
  • Working closely with legal and tax advisors to ensure a joined up solution
  • Providing a sounding board to management on any issue that affects them

What we do as your retained advisor

Acting as either a Non-Executive Director or a retained advisor, we work alongside management teams to provide a ‘fresh pair of eyes’ to help develop and implement the strategic, commercial and financial direction of the business. Our approach is to deliver pragmatic and constructive advice to help co-develop practical solutions to develop the business and build shareholder value.

Our involvement can be as the pre-cursor to a transaction – typically preparing for exit or as part of a longer term strategic plan.

We can engage as part of a formal board appointment or on a higher level, less frequent basis.

Our philosophy of a senior led service providing value and experience to business founders and entrepreneurs makes us ideally suited to the role of retained advisor.

How do we add value?

  • Utilise our experience as advisors and funders to challenge management teams and business owners
  • Ensure that the business has a challenging and realistic strategic plan and that all stakeholders are delivering that objective
  • Using our network of contacts built up over more than 70 years to effect useful introductions
  • Providing ad-hoc advice around succession, funding and value realisation and being positioned to move efficiently and seamlessly when such opportunities arise

WHAT OUR CLIENTS SAY

"We spoke to a number of advisors before deciding to engage with Springboard. We felt that they had the required experience to look after us properly and were able to give us the personal attention we needed. We are delighted that the results vindicated our choice and would not hesitate to recommend their services."
David ShepheardIndecs Computer Services
"Springboard promised a partner led service and a professional sales process. They delivered on both counts, provided sound advice throughout the transaction and demonstrated considerable commitment to achieving a successful outcome."
Mike GallacherFirst Milk
"The sale of Portman was a complex transaction, Springboard provided excellent support to the institutional and management shareholders throughout the process. Their practical, partner led advice was invaluable in delivering a successful outcome."
Daryl CohenVision Capital
"Springboard provided us with outstanding support throughout the process of raising new investment. They showed great empathy with management and shareholders, yet were also tough enough on us all to drive us through the process. Their communication and negotiation style was outstanding."
Andy ReevesMuddy Boots Software
"We are indebted to Springboard for their professional and dedicated work in successfully bringing the two companies together. Their experience proved invaluable in addressing the complex negotiations whilst allowing the management team to focus on continuing to grow the business. I am in no doubt that Springboard saved us time and energy, reduced our stress, and worked tirelessly to achieve this outcome."
Brian McCluskieTollblend
"Springboard provided excellent technical support, leading us through the complexities of the deal and providing hands on pragmatic advice throughout. Their knowledge of the institutional buyer was invaluable in smoothing the way to a successful outcome. I would have no hesitation in recommending Springboard."
Simon DickinsonWorking on Wellbeing
“Springboard delivered exactly what they promised – a refinancing deal on our terms and in a timely manner. We are delighted with the outcome and would highly recommend Springboard."
Chris DavisDunlop Systems and Components
“The transaction would simply not have been possible without Springboard’s expertise and support over many months. They offered insightful advice every step of the way, from structuring a sensible offer, testing the deal logic, navigating the tricky parts of the negotiation and providing active guidance on fund-raising.  I am happy to give them a five-star recommendation.”
Rod Roberts-DearDearnleys and Pentel
“Springboard delivered a professional, partner led service.  They showed a detailed understanding of all aspects of the transaction and worked hard to ensure the expectations of Livingbridge and our fellow shareholders were exceeded.”
Louise KingstonLivingbridge
“We have worked with Springboard since completing the management buy-out in 2008.  They are highly reactive and have been instrumental in developing my business.  I see them as a trusted business partner and would have no hesitation in recommending them”
Chris KisbyEasy Autocentres