A Management Buy Out… great outcomes based on our experience

We have been directly involved in five completed Management Buy Outs (MBO) over the years, plus a few that didn’t get over the line.

In our experience, the MBO provides buyers and sellers with a great way to gain a win/win outcome, particularly for family owned businesses in the Lower Middle Market ($5-20m value*) which are often but not always less appealing to private equity and other private industry operators.

Based on our experience, these MBO transactions provide Management with a typically once in a lifetime opportunity to build meaningful wealth and control their destiny in a working environment they are already accustomed to. On the flip side, we have seen more than a few opportunities where Management couldn’t separate the opportunity from the perceived risk.

If you are in Management (CEO/COO/CFO), or a business owner, interested in a confidential discussion about how an MBO typically gets done, feel free to get in contact via the Contact page on the website.