LEES, a member of The Corporate Finance Network with offices in Norwich, London, and Hampshire has advised the shareholders of a Financial Services business on their sale to a larger, regional operator.

LEES corporate finance team was approached by their client who had been speculatively approached by a large Financial Services business that was seeking growth via acquisition. The LEES team promptly stepped and assisted in the negotiations with the purchaser and appointment of legal advisers. The LEES corporate finance team including Chris Bidgood, worked with the client through an extensive due diligence process, coordinating with the purchaser’s advisers throughout and working closely with the vendor’s solicitors on the Share Purchase Agreement (SPA). They also collaborated with the company’s day-to-day accountants to assist with complexities around taxation and warranties.

The transaction was completed successfully to secure the vendor’s smooth exits and the succession of the business.


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Categories: Deals


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