Retained Advisory

Keystone work with business up to 3 years in advance of a proposed transaction to ensure the optimum outcomes when the deal arises, be it a sale, restructuring or management buyout.

We seek to build long-term advisor relationships with our clients that go far beyond the completion of a single transaction.

Typically our role would include:

Attendance at board meetings
Acting in a non-executive capacity
Strengthening the financial reporting
Running an exit readiness program
Creating and maintaining a virtual ‘data room’
Relationship management with external funders
Introducing and liaising with other professional advisers

Our Latest Transactions

Healthcare & Life Sciences

Sold To an EOT Funded by

Acquisition Finance

Undisclosed

Transaction Details

Company: Halliwell

Sector: Healthcare & Life Sciences

Buyer: Shawbrook Bank

Transaction

Business Services

Sold To

Sell-Side

Undisclosed

Transaction Details

Company: Idhammar Systems

Sector: Business Services

Buyer: Valsoft

Transaction

Business Services

Sold to UK Trade Buyer

Sell-Side

Undisclosed

Transaction Details

Company: Project Ohio

Sector: Business Services

Buyer: Private Investors

Transaction

Business Services

Raised Development Capital

Refinance

Undisclosed

Transaction Details

Company: Keystone Partners

Sector: Business Services

Buyer: HSBC

Transaction

Industrials

MBO Backed By

Refinance

Management Buy Out

Undisclosed

Transaction Details

Company: Project Wasp

Sector: Industrials

Buyer: HSBC

Transaction

Telecommunications, Media & Technology

Sold To

Backed By

Sell-Side

Undisclosed

Transaction Details

Company: Intaforensics

Sector: Telecommunications, Media & Technology

Buyer: Forensic Access

Backer: Limerston Capital

Transaction

Telecommunications, Media & Technology

Sold To

Backed By

Sell-Side

Undisclosed

Transaction Details

Company: Complete Networks Ltd

Sector: Telecommunications, Media & Technology

Buyer: Arrow

Backer: MML

Transaction

Business Services

MBO Backed By

Management Buy Out

Undisclosed

Transaction Details

Company: Keystone Partners

Sector: Business Services

Buyer: Barclays

Transaction

Business Services

Backed By

Refinanced With

Debt Advisory

£5m

Transaction Details

Company: Hydrock

Sector: Business Services

Backer: Thincats

Transaction

Business Services

Equity Release Funded By

Equity Release

Undisclosed

Transaction Details

Company: Glancy Nicholls Architects

Sector: Business Services

Buyer: Thincats

Transaction

All Transactions