​More than 25 years of experience

As a corporate finance advisor

​Trusted advisor for owner-managed company and PE

​Documented business model

Integrated corporate finance advisory throughout
​the entire transaction cycle

​The transaction cycle and competencies

MilnerFinance' deliverables include financial and strategic M&A advisory throughout the transaction cycle – from owner strategy and design of the M&A strategy (buy, sell or merge) to finalising the deal and planning post-merger integration

Focus

MilnerFinance offers integrated M&A advisory* with clear advantages

  • Help assess best owner perspective and design the M&A strategy accordingly – whatever it being exit planning and disposal or alternatively acquisitions as part of a growth strategy and industry consolidation​
  • Ensure a direct link between the M&A strategy, owner objectives and the subsequent execution
  • Assist in maturing the company for sale and prepare the sale process with the objective of maximising the owners sale proceeds
    • W&I Insurance may be included in larger transactions
  • Assist throughout the actual M&A process with a no nonsense approach – on buy and sell side to optimise price while taking into consideration the process risk
  • Assist in preparation of post merger integration when buy side or finalising the deal when it is in the sell side
  • ​Assists with debt advisory including project financing, debt optimization, restructuring of debt and negotiations of Term Sheets with banks
  • Work closely with clients in leveraging their own resources and staff as well as identifying and bringing additional external specialised advisors into the deal when appropriate and manage these to maxise their value contribution​

​​​* Complex valuations and financial modeling provided by 3’rd party