For us, it’s always personal
pg.1 – Introduction
The Castle Experience
Castle is an independent, owner-managed business. We are a well-connected, highly experienced and award winning specialist corporate finance firm advising owner-managers across the UK, looking to buy, sell, or grow their businesses. Our team is made up of an eclectic mix of talented individuals from a variety of backgrounds. We want to build long term relationships with our clients and network based on trust, respect, and a sense of humour. We thrive on providing our clients with the best experience, and having some fun along the way. For us, it’s always personal
pg.2 – Introduction
What drives us everyday
Human We apply empathy and psychology to the uncompromising world of corporate finance. We build long- standing relationships with our clients based on trust and respect. We speak to you in plain English and will be frank and direct if needed to help you achieve your goals.
Dedicated The person who welcomes you
Insightful We always look wider than the deal in front of us to assess the potential of the whole situation. We are assured enough in our relationship to suggest pre-transaction solutions, and we strive to develop our understanding of your business to the mutual benefit of all.
on day one will be celebrating with you at the end of the process, and we go out of our way to ensure you feel comfortable and assured at every stage.
Driven Our team of experts and proven track record set us apart from our competitors. We hold ourselves to a high professional standard and are relentless in our pursuit of the best outcomes for our clients.
Focussed We are the experts in owner-managers and what makes them tick. This insight combined with our pure focus on corporate finance achieves results. We don’t pretend to be something we are not.
pg.3 – Our Values
pg.4 – Our Values
pg.5 – Our Services
Lifting the lid on what we do best
Looking to sell your pride and joy?
On the lookout for new business acquisitions? Whether a first-time buyer/investor, or a seasoned buy-and-build professional, finding the right business to buy is exciting, and time consuming. We know how to find, value, structure, and negotiate the right acquisition for you and your business.
Raising funds to fuel your ambitions
After a lifetime building your business, an exit transaction is the culmination of a journey that has undoubtedly absorbed a huge amount of your energy, and probably involved blood, sweat, and tears along the way. Castle can research, approach, structure and negotiate a deal that is tailored to meet your objectives.
Every growing business needs money! There are a myriad of funding options to look at, across both the debt and equity markets, but they can be difficult markets to navigate if you don’t know what you are looking for. Castle has an extensive network of funders to suit the growing needs of a business.
Changing the guard Are you an owner looking to step away from your business, or a manager seeking to take a more direct involvement? We can advise on a management buy out ("MBO"), allowing the transfer of ownership
Share and share alike Employee Ownership Trusts (“EOT”)– although a relatively recent concept in legal terms, employee ownership has been a cornerstone of many British businesses for a long time. We can help explore whether an EOT is a viable exit strategy.
from existing shareholders to one or more of the current management team.
pg.6 – Our Services
We’re with you all the way
Life is not all about transactions – even for us! Sometimes, it’s a question of having an end goal in sight, but knowing you are not quite ready for it yet – or perhaps you don’t know how to get there. Again, we can help, either directly or through our trusted network of connections. Here are some of the typical areas we have helped clients in the past:
Preparation and positioning Understanding your goals, and making sure you have the right structure in place to pursue them;
Integration Post sale, post-acquisition, or following a fundraise – settling into a new routine can be difficult. We can help make the transition period a little smoother and swifter, allowing you to concentrate on the business itself. Restructuring We can help review and refine a corporate structure so that it is presented in its best light. We can introduce the necessary professionals to ensure the restructuring is done in a legal and tax efficient manner. Market research To better understand your market, positioning and M&A activity in the sector.
helping devise or refine your business plan to get you there.
Roadmap We can assist in building a strategic route map (1-5 years) for the business, based on long term objectives and help you refine and challenge that plan along the way. Options overview We can help you explore the strategic options available and the pros and cons of each.
pg.7 – Castle Advisory
pg.8 – Castle Advisory
Meet Stuart Stuart is Managing Director and owner of Castle Corporate Finance. He is an award winning adviser, having spent the majority of his 25 year career advising entrepreneurs and family businesses on corporate finance transactions and completing over 125 transactions in his career to date.
pg.9 – Meet Stuart
“It is really important to me to develop a business that has our clients at its centre, that can offer outstanding service and advice. Personally, I find it extremely rewarding to play a key part in transactions and to hear from our clients that Castle has delivered excellent results, time and time again.”
pg.10 – Meet Stuart
Meet Alex Alex is Senior Manager at Castle. He has a diverse background developed in a major accounting practice, and as part of the senior management team in a large private equity backed healthcare group. Alex manages multiple deals across a range of sectors, and is involved with various business development initiatives.
Meet Tom Tom is Manager at Castle. He gained experience at a London practice managing a diverse portfolio of clients, ranging from SMEs to large corporations, across multiple industries. He supports the team on multiple deals and initiatives, and recently completed a Diploma in Corporate Finance, achieving a Distinction.
pg.11 – Meet Alex and Tom
The pleasure is ours The Castle team is made up of an eclectic mix of talented individuals looking to work with exciting clients on interesting assignments, providing excellent service and having some fun along the way. We thrive on providing our clients with the best experience. Our different backgrounds and skillsets combine in a completely unique way to give our clients maximum support and maximum insight. That is the Castle Experience.
Stuart Stepney Managing Director
Alex Nursey Corporate Finance Senior Manager
Tom Gillen Corporate Finance Manager
Jane Coome Office Manager
Stacey White Research Manager
Jodie Stepney Transaction Support Executive
pg.12 – Meet the team
Our window on the world We have developed a unique network of international corporate finance firms in 20 countries– not through a bought- in affiliation, but through personal relationships and a mutual interest in getting deals done. We regularly leverage this global network for the benefit of our clients, whether to source the right funding partners, or access potential purchasers that may not normally arise if relying on desktop research alone.
pg.13 – Castle Connections
Countries 20 32 Companies
Locations 46
pg.15 – Contact
We know pride and joy when we see it
We enjoy the satisfaction of helping clients achieve their lifelong business goals and are proud of our successes. Get in touch For more information and to discuss your own requirements and aspirations, please don’t hesitate to give us a call us on 01732 400 123 or email us. Stuart Stepney stuart.stepney@castlecf.com Alex Nursey alex.nursey@castlecf.com Tom Gillen tom.gillen@castlecf.com
pg.16 – Contact
castlecf.com
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