Private equity - management advisory

Osborne Clarke has a long and illustrious heritage in acting for management teams. Indeed we are one of less than a handful of City law firms that have a specialist team of lawyers who specialise in, and are focused on, supporting management teams with the complexities of a private equity investment.

Our specialist Management Advisory team has many years’ of in-depth direct experience of providing pragmatic and commercially focused advice to senior managers wanting to buy the companies they manage, particularly in relation to employee equity participation whether through rollover/re-investment of sale proceeds, direct investment or via a structured management incentive plan.

A team of highly skilled professionals, with each team member bringing a unique set of skills and knowledge to the table, allowing for comprehensive and well-rounded solutions to our challenges. A great emphasis on collaboration, both internally among team members and with clients. They build strong client relationships based on trust, open communication, and a deep understanding of client objectives, and they consistently deliver solutions that meet or exceed client expectations.

Private equity client, Legal 500

As a full service law firm we are able to draw upon the support and skills of our colleagues in other specialist areas bringing pragmatic, knowledgeable and up-to-date market experience to our advice on all key areas of the deal including:

• Warranties and Warranty & Indemnity insurance
• Investment terms
• Tax structuring and planning
• Employment agreements and incentives
• Personal wealth planning

Our dedicated team of specialist management advisory lawyers work side by side with our clients through every aspect of the transaction, from initial discussions, the preparation and agreement of equity terms sheets, selecting your preferred financial sponsor through to deal execution. We will also be there to support you and your team when it comes to exiting your investment.

We regularly work with management teams who are backed by financial sponsors operating in every segment of the private equity sector meaning our knowledge and experience is extensive, relevant and up-to-date.

In 2019 we provided management advisory services to both incumbent and incoming management teams on transactions with an aggregate deal value in excess of £2 billion.