Case studies
Maximising valuation and founder returns at a UK consultancy
The Challenge
The founder and shareholders of a well-established, 29-year-old international equality, diversity and inclusion consultancy received a speculative offer for their business. Recognising the opportunity to secure a favourable deal, they sought expert support to navigate the complexities of selling the company while ensuring its long-term success under new ownership.
They needed guidance to prepare the business for sale, assess its market position and structure negotiations to reflect its true value. The objective was to optimise the transaction outcome while facilitating a smooth transition.
The Solution
Garwood was engaged to support the business sale, providing expertise in mergers and acquisitions. Our team conducted a detailed assessment of the company’s strengths, weaknesses and market positioning to prepare it for sale effectively.
We developed a comprehensive strategy to highlight the business’ value, ensuring it was well-positioned to attract buyers. Working closely with both the sellers and potential acquirers, we facilitated transparent negotiations and ensured alignment on key terms and post-acquisition objectives.
The Result
Over a five-month period, across two distinct phases, the consultancy was successfully sold for an enterprise value four times higher than the initial speculative offer. Performance-based incentives increased the total deal value to more than five times the original offer, far exceeding expectations.
Following the acquisition, the business transitioned smoothly under its new ownership, implementing strategic initiatives outlined during the sale process. It continues to grow and advance its mission, reinforcing its position as a leader in equality, diversity and inclusion on a global scale.
