Cavalier Capital
‹ Expertise
02 · Expertise

LBO advisory

We advise management teams and shareholders on leveraged buy-outs, from the first LBO with a growth or buy-out fund to secondary and tertiary transactions, on the equity story, the financing narrative and the execution of the process.

process.ts
const process = {
1preparation: 'Business plan review, equity story, financing framework, sponsor list.',
2launch: 'Approach of a selected group of sponsors under NDA.',
3offers: 'Indicative offers, management presentations, shortlist.',
4due_diligence: 'Confirmatory diligence, financing, binding offers.',
5closing: 'Negotiation of the shareholders' agreement, signing, closing.',
};

What we do

01
Equity story and financing narrative
What the business will look like in five years, how the plan is financed, and why this is the right sponsor at the right time.
02
Sponsor selection
We know which funds back which stories in software and tech-enabled services, what they pay for, and how they behave once in the capital.
03
Process execution
Competitive process among selected sponsors, management of the information flow, coordination with lenders and advisors.
04
Management interests
Alongside your lawyers, we help structure the discussion on management reinvestment and incentives.

Who it is for

Management teams and founders considering a first LBO or an owner buy-out, shareholders of sponsor-backed companies preparing a secondary or tertiary transaction, in software and tech-enabled services.

On every mandate, the partners lead the work from the first call to closing, and we take on a deliberately limited number of mandates at a time.

Other expertise
Sell-side M&A01Buy-side support03
Talk to us
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