Management Advisory

As part of Rothschild & Co, Europe’s leading M&A adviser, our specialist management advisory team is uniquely qualified to provide the most informed guidance to management teams involved in all manner of private equity-related transactions and consistently delivers excellent outcomes for our clients.

We advise management teams on both primary management buy-outs as well as on structuring your reinvestment alongside a new private equity owner in secondary buy-out situations to properly protect the value you and your colleagues have already built, while maximising your future value opportunity. We build close relationships with management to ensure your interests are protected and aligned.

For investors competing to win hearts and minds in an auction process, offering the right incentive structure for management, alongside the right price for the sellers, can help differentiate your offer from others.  Building on our extensive experience acting for management teams, we also support owners of companies or prospective buyers – either strategic or private equity, as they look to propose and implement appropriate and/or competitive Long Terms Incentive Programmes for their senior management teams.  This may be done via equity or shadow equity schemes post completion of a deal.

Our tailored Management Advisory services

Get expert advice tailored to meet the specific needs and goals of your management team, helping you to achieve the best possible outcome.

We will guide and support you with:

  • Understanding the goals and objectives of the different stakeholders in a transaction;
  • Working with management to fully understand each member’s individual objectives and requirements, enabling us to best represent you;
  • Leveraging both the competitive tension in the process and your valuable position as the future creators of value to negotiate your best equity position on your behalf, while protecting your relationship with the incoming investors;
  • Taking a hands-on, proactive approach through what can be a complex series of negotiations, including helping you balance discussions with both your existing shareholders or investor and your potential future partners;
  • Structuring management terms which provide sufficient headroom/flexibility to the forecasts to accommodate changes in the macro-economic environment and your future strategy; and
  • Using our experience and relationships across the private equity community to help inform you about the chosen financial partner.

Master management buy-outs (MBOs)

Expert guidance to help you align the interests of management teams, sellers and buyers, ensuring a smooth and successful transaction.

Excel in management buy-ins (MBIs)

Achieve a seamless transition in MBI situations with support focused on well-planned and seamless transition of responsibilities and safeguarding both your interests and those of the continuing business.

Craft effective incentive packages

Design incentive packages that motivate and reward, fostering transparent and productive discussions between senior management, potential buyers/investors and bidders.

Balance and manage terms

Ensure balanced financial and non-financial terms in your management packages, with expert negotiation that keeps the deal on track without compromising your interests.

Unrivalled private equity sell-side and buy-side Management Advisory experience from Arrowpoint Advisory

We do more deals with private equity than any other adviser and have deep insight into how sponsors across the market operate. Arrowpoint Advisory offers expert, independent management advice to navigate complex negotiations, structure deals to maximise returns and secure your future.

Meeting your Management Advisory needs

Whether you're navigating a management buy-out, seeking expert negotiation support, or aiming to optimise your incentive package, our Management Advisory team are able to advise management teams, investors and boards in critical, high-consequence scenarios. To find out how we can assist you, contact us on +44 (0)20 7484 4700, or send an email to contactus@arrowpointadvisory.com.

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What our clients say

We selected Arrowpoint Advisory because of their strategic approach, wealth of connections and belief in our business model. We also wanted a team who could help us successfully articulate our strong growth story to investors globally, who are understandably cautious as they look to back the long-term digital winners post the Covid period. Simon and the whole team remained ambitious and diligent to the final hour and we couldn’t have found a more perfect partner to help us with our exciting next chapter of growth.

Clare Hornby, Founder and CEO at ME+EM

Frequently asked questions

How can Arrowpoint Advisory help management teams protect their value in private equity transactions?

We work closely with you to structure reinvestment opportunities that safeguard your existing equity positions. By aligning your interests and negotiating terms that reflect both your current value and future potential, we ensure you're well-protected and positioned for continued success.

What are the benefits of a tailored approach to management buy-outs (MBOs)?

A tailored, hands-on approach to MBOs focuses on understanding individual objectives and leveraging competitive tension to negotiate the best possible equity positions. Our extensive experience in the private equity sector and close relationships with investors provide strategic advice that aligns interests with all parties involved, ensuring a smooth and successful transaction.

How can effective incentive packages be created for senior management?

Designing effective incentive packages involves crafting competitive and motivating offers that foster transparent discussions between senior management and potential investors. Arrowpoint Advisory leverages deep market insight and understanding of different stakeholders' objectives to help you align financial and non-financial goals, ensuring the packages are compelling, fair, and adaptable to changing macro-economic conditions and future strategies.

What support is available during complex negotiations in private equity transactions?

Comprehensive support during complex negotiations involves balancing discussions with existing shareholders, investors, and potential future partners. Arrowpoint Advisory’s proactive approach guides you through each stage of the negotiation process, ensuring terms are balanced and flexible. Our deep insight into the private equity market aids in choosing the right financial partners and structuring deals to maximise your returns and secure your future.

Discover our Management Advisory transactions

Our team

Our clients have access to a senior team with remarkable continuity and a track record of completed client projects.