Empowering Management to Take Ownership and Lead Growth

MBO/MBI Services & Funding

At Butterfly Advisory, we specialise in supporting Management Buyouts (MBOs) and Management Buy-Ins (MBIs) – guiding leadership teams, investors, and owners through the complex process of transferring ownership with clarity, confidence, and capital.
Whether you’re an internal management team looking to acquire the business you help run, or an external group seeking to take control of a new venture, we provide expert advice and bespoke funding solutions to make it happen.

πŸ‘₯ What Are MBOs and MBIs?

Management Buyout (MBO)

When an existing management team acquires all or part of the business from the current owners.

Management Buy-In (MBI)

When an external management team buys into a business, usually replacing the existing leadership.

Both require careful structuring, valuation, and access to the right mix of funding and legal support - exactly what Butterfly delivers.

🧭 Our MBO/MBI Services

πŸ” Feasibility & Deal Assessment

  • Evaluate the viability of the buyout or buy-in
  • Conduct business valuation and affordability analysis
  • Identify key commercial, legal, and financial risks

πŸ’Ό Deal Structuring

  • Design the optimal structure for all parties involved
  • Balance equity, debt, vendor finance, and earn-outs
  • Prepare shareholder agreements, heads of terms, and key documentation

πŸ’· Funding Solutions

  • Debt Financing – senior loans, cash-flow lending, secured credit
  • Equity Investment – strategic equity from PE firms or angel investors
  • Vendor Financing – deferred payments or equity rollovers
  • Mezzanine Finance – hybrid structures for flexible terms

πŸ“‘ Legal, Tax & Regulatory Advice

  • Oversee due diligence, contract negotiation, and tax planning
  • Coordinate with legal and accountancy partners for compliance
  • Align transaction with exit strategies and growth plans

🧠 Post-Deal Support

  • Interim leadership advisory and NED placement
  • Growth planning, reporting structures, and investor relations
  • Talent and operational integration for MBIs

πŸ† Why Butterfly?

βœ…

Specialists in SME and mid-market MBO/MBI transactions

βœ…

Access to a broad network of lenders and equity investors

βœ…

Strategic, legal, and operational guidance under one roof

βœ…

Confidential, agile, and results-driven service

βœ…

Trusted by founders, boards, and management teams

πŸ’¬ What Our Clients Say

⭐⭐⭐⭐⭐
β€œWe had the ambition but no idea where to start. Butterfly guided our MBO from concept to completion - funding, valuation, structure - it was seamless.”
- Kiran S Finance Director, Tech Services Company
⭐⭐⭐⭐⭐
β€œAs an external management team, we needed credibility and support. Butterfly helped us secure the right equity partner and negotiated a fair deal.”
- Thomas G MBI Candidate, Healthcare Group
⭐⭐⭐⭐⭐
β€œButterfly managed everything – legal, financial, and strategic - to help me sell to my team. The transition was smooth and well-structured.”
- Helen T Owner, Manufacturing Business

πŸ”‘ Thinking About a Management Buyout or Buy-In?

Whether you're leading from within or looking to step into a new opportunity, Butterfly Advisory can help you take the next step.

πŸ“ž +44 (0)20 3000 7502
πŸ“§ info@butterfly-advisory.co.uk
πŸ“ London & Dubai Offices – Serving Clients Globally

Scroll to Top