Succession Planning

Analyse and Advise

  • How is the Management positioned?
  • Which type of transaction should we pursue?

Management Buy Out (MBO)

  • Develop a business plan
  • Coach management
  • Build financing structure

Management Buy In (MBI)

  • Identify management
  • Prepare company presentation
  • Supervise due diligence
  • Advise on commercial negotiations

Leveraged Buy Out (LBO)

  • Identify investors through long list/short list
  • Prepare company presentation
  • Supervise due diligence
  • Advise on commercial negotiations

UNISON CAPITAL has a documented core expertise in preparing and managing succession scenarios for family businesses.

UNISON CAPITAL offers strategic structuring and preparation to enable a transition to new owners that doesn’t interfere with the day-to-day operation.

UNISON CAPITAL develops financing structures for a changement by Management Buy Out (MBO) and coaches individuals as needed.

UNISON CAPITAL is closely linked into family offices and investor networks specified on Management Buy Ins to replace out-going management capacity.

UNISON CAPITAL is well recognised in the relevant group of private equity firms and is well equipped to support a buy-out/leveraged buy-out for transactions in which the outgoing owners are not presently in the management.