Management Buy-Out (MBO) / Leveraged Buy-Out (LBO) / Management Buy-In (MBI) / OBO
A goal-oriented journey to a new ownership structure.
An MBO or MBI occurs when the existing management of a company (MBO) respectively an external management team (MBI) acquires shares of a company with their own financial capacities or external resources with the involvement of financial investors (LBO). Management Buy-Outs are complex and time consuming and thus often bear risks for the involved company and the management team.
Management Buy-Outs (MBO)
CD Invest assists management teams in the preparation of business plans and in the selection of suitable financial partners in domestic as well as foreign markets. We use our network to leading private equity investors and banks for the benefit of our clients and identify the optimal financing partner together.
Leveraged Buy-Outs (LBO)
In case of a leveraged buy-out financial investors acquire parts of a company. CD Invest has well established connections to private equity funds and helps to find a suitable fund which is not only willing to invest in the company but also fits the business strategy of the target company.
Management Buy-Ins (MBI)
In case of a management buy-in an external individual or group acquires a share in an existing company, mostly in combination with a financial investor.
Owner Buy-Outs (OBO)
In an OBO the owners of a company acquire their own business through a holding company established for the purpose of exploiting leverage potentials. OBO transactions can also make sense in case of family successions. Under certain circumstances an OBO can lead to depreciation related tax advantages. A well-structured process and a comprehensively informed team are essential for the success of the transaction. CD Invest assists the owners in the structuring of the transaction and coordinates the deal with tax advisors, auditors and lawyers.