Loren Docksey
Sector Snapshot: Healthcare Software
Digitisation of the NHS and Social Care Sector continues to drive significant levels of M&A.
Private Equity Backed Business
We work with Private Equity Investors and their portfolio companies. Creating value across the investment cycle.
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TIME IS OF THE ESSENCE
Securing Private Equity investment puts your business on a fast-paced track for development and growth. Maximising value for your stakeholders.
PE investors typically look to invest over a three-to-five-year period. With a focus on value creation, you need to have the right advisers by your side from the get-go. Supporting you on a challenging but exciting journey. There’s no time to waste. Your advisers need to be proactive and nimble providing value aligned to your changing needs every step of the way.
As a PE backed business ourselves, we understand this context. Allowing us to “step into the shoes” of our clients. At Cooper Parry our DNA is all about working with fast growing businesses – whether PE backed, Owner Managed or earlier stage entrepreneurial. Private Equity is a critical part of our business. Not just an add-on. We’ve built a dedicated PE team, attracting the best talent out there. Providing you with a fully integrated joined-up service which understands your needs.
WHY CLIENTS LOVE US
YOUR GROWTH JOURNEY
Your business journey doesn’t end once you’ve got PE investment in place. It’s just a new and critical phase in the evolution of your business.
We provide services to a whole range of PE backed businesses. Our team focusses on supporting you across the investment lifecycle whether that’s with accounting and audit, tax or supporting you around M&A. Given our experience, our team are likely to have seen the issues you are facing before – providing invaluable support and insight.
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Over the years we’ve built strong relationships with many PE investors and alternative lenders. Our Deals team have significant knowledge and experience from working with the businesses they invest in, making CP a valuable partner. Forging connections and opportunities for both the investor and the PE backed business.
We know PE investors and their portfolio companies want to work with advisers who understand private equity. You need to know that your advisers have experience of helping to deliver successful investments. Adding value to the business during the investment cycle. You can be confident we’ll be your “true” partners through the entire PE investment lifecycle.
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ACQUISITION
We work extensively with both PE investors and their portfolio companies supporting them on both initial investments as well as subsequent buy and build strategies. Our Deals team works both buy and sell side providing M&A advisory services and transaction services covering financial, tax and legal. Our team works with many PE backed businesses who are fuelling growth through a series of acquisitions supporting them on multiple transactions aligned to overall growth objectives.
PLANNING FOR GROWTH
After acquisition by a PE investor, typically the demands on the leadership within the portfolio will change. You’ll be very focussed on delivering your business plan but at the same time also need to meet the needs of your investors which can involve significant increases in reporting needs and the development of new key performance indicators. Often during the transition, you’ll require additional support particularly in the finance area – we support businesses going through this transition by providing accounting support including interim cover as well as developing new reporting dashboards.
VALUE CREATION
Investing in key areas such as people, processes and controls as well as revenue growth and operational improvements is critical to delivering value. Additional PE investments in areas such as bolt on acquisitions may be an integral part of your business plan. Ensuring you maximise value as you execute your plans getting the right balance between short term strategies whilst positioning the business for the longer term is critical.
PERFORMANCE ANALYSIS
Your business will be focussed on executing your plans. Demonstrating your track record and demonstrating the value being created is critical to support the overall investment. Whether you need accounting support or an audit that adds value our team are there to support and challenge. We understand the key value drivers to support clients in presenting their track record in the context of PE investment.
When it comes to audit, we’ve created a process like no other, focused on collaboration and technology. Each audit is tailored for our PE backed audit clients and where they stand in the portfolio company lifecycle. We focus on the key value drivers and underlying earnings.
Ensuring alignment with what PE investors need. For example, reporting dashboards. We’re experts on the latest accountancy standards (both FRS 102 in the UK and IFRS) and making businesses more efficient. Alongside this expertise, we have a big team that makes quick decisions.
EXIT READINESS
Ultimately the investment cycle may culminate in the sale of your business. We’ll help you maximise value at the time of exit through planning ahead and supporting through our exit readiness assessment to avoid unpleasant surprises Our Deals team can work with you well ahead of a transaction, so you are properly prepared for the sale process. Getting this right is critical.
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We believe that one of the best ways to learn is to spend time with people who have ‘Been there. Done that. And got the t-shirt’.
On a regular basis we host informal roundtable events for both PE backed businesses, or those about to embark on that exciting journey and PE investors and alternative lenders.
We know from feedback that our guests really appreciate getting the inside track, sharing experiences along with insights on the M&A landscape.
Want a seat at the table? Get in touch if you’d like to be kept informed about our events.
KEY STATISTICS FROM 2023
PE BACKED AUDITS FOR CLIENTS WITH TURNOVERS FROM £15M TO OVER £1BN
50
PE BACKED CORPORATE FINANCE DEALS
80 %
TRANSACTION SERVICES DEALS INVOLVING PE
62 %
COOPER PARRY BOLT ON ACQUISITIONS TO DATE
7
Let’s talk today
Want us to call you? Let’s start a conversation!
Tim Mahapatra
Partner & Head of Deals
Get in touch with Tim Mahapatra
HOW COOPER PARRY CAN HELP
We provide services throughout the PE investment lifecycle.
Our Outsourced Business Services can become an extension of your finance team. Supporting you from pre-deal through to managing the reporting demands brought by PE backed rapid growth.
Growth through bolt-on acquisitions create a different set of challenges though they will give you access to new skills and capabilities. We’ll help you make sure that robust internal controls are in place to support growth.
Added to this we’re proud of the whole award-winning Cooper Parry team. Our culture and approach mean we create long lasting relationships with our clients. We have a breadth of experience across sectors and industries.
Our culture at CP is special. We pride ourselves in our staff retention rate and the average tenure within our team is seven years. We recruit and retain the best when it comes to our people. We know consistency is important to our clients. This is reflected in our Private Equity team.
M&A INSIGHTS AND SECTOR SNAPSHOTS
Simon Nichols
Sector Snapshot: IT Managed Services
Despite the economic turbulence marked by inflation and escalating interest rates in 2023, the IT services sector has shown remarkable tenacity.
Alex Ydlibi
SECTOR SNAPSHOT: PROFESSIONAL SERVICES
“The professional services sector has seen a noticeable increase in M&A."
Loren Docksey
SaaS M&A Snapshot: Q1 – 24 Update
High-performing businesses with demonstrable growth continue to be sought after by investors.
Loren Docksey
HEALTHCARE CONSULTING: MARKET OVERVIEW
As the NHS grapples with persistent productivity and capacity challenges, demand for healthcare advisory services continues to rise.
Simon Nichols
PRIVATE EQUITY STRATEGY – BUY & BUILD
For a buy and build strategy to be successful, businesses need a clear and well-defined strategy, to deliver maximum returns and synergies.
Loren Docksey
M&A MARKET UPDATE – 2023
M&A Markets continue to show resilience in the face of a challenging environment.
Niall Chantrill
FROM TRENDS TO TOMORROW: HEALTHTECH
“Whilst the challenging economic climate has impacted M&A volumes overall, HealthTech M&A activity has remained stable in 2023, demonstrating the sector’s attractiveness to both financial investors and strategic acquirers."
Alex Ydlibi
FROM TRENDS TO TOMORROW: PROFESSIONAL SERVICES
“Key drivers of M&A activity in the professional services arena include market consolidation with competitors strategically acquiring to increase market share domestically, enter new geographies, and acquire complimentary service offerings."
Sachin Parmar
FROM TRENDS TO TOMORROW: ENERGY SERVICES
"Ensuring access to affordable, reliable, sustainable and modern energy for all, one of the UN's sustainable development goals, has brought the energy services sector to the centre of attention.”
UPCOMING EVENTS
2 minute read
FOR FINANCE SAKE – BIRMINGHAM
- Tuesday 10th September
- 18.30pm- 22.00pm
- The Hotel du Vin, Birmingham
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FOR FINANCE SAKE – LONDON
- Thursday 12th September
- 18.45pm- 22.30pm
- Ember Yard - Soho, London
2 minute read
SHE ROCKS BUSINESS – East Midlands
- Wednesday 25th September
- 16.30pm- 19.00pm
- Sky View, East Midlands
2 minute read
SHE ROCKS BUSINESS- BIRMINGHAM
- Thursday 3rd October
- 16.30pm- 19.00pm
- Shakespeare Martineau, Birmingham
LATEST NEWS
REVIEWS
GREG, JUNE 24
“Pragmatic, balanced audits delivered on time and on budget. Thank you!”
“Pleased to be of service, great working with you.”
MATTHEW, JUNE 24
“Professional service. Good communications.”
“Happy to hear it :-) ”
JAMES, JUNE 24
“Results in line with expectations – from a cash perspective lower than hoped but I feel CP helped us get the max for the spend we had.”
“We'll always do our best for you James! ”
TOM, JUNE 24
“The audit team are very easy to deal with and take a common sense approach which helps to make the audit process as pain free as possible. The staff are always friendly yet professional. Any queries and requests raised are always sensible and valid. The fees are also competitive.”
“Absolutely stoked with this feedback Tom - as pain-free as an audit can be :-) ”
MARTA, JUNE 24
“An improvement from last year, weekly catch ups definitely helped to mange the workflows.”
“We hope to keep improving for you Marta.”
RACHAEL, JUNE 24
“I feel I have a great relationship with David, and we understand each other. We have between us, had a great year end and was very happy how we completed the accounts..”
“Thanks so much for your feedback Rachael - David is chuffed to hear it too.”
MARCUS, JUNE 24
“Very supportive as we have brought the audit forward this year. Technical guidance is relevant and timely. Tax support well rounded across all relevant areas.”
“We're delighted to hear this :-) Happy you appreciated all of our support.”
ANDY, JUNE 24
“CP team have been approachable, knowledgeable and fun to work with. Improvements? Perhaps a few more blogs/technical updates.”
“You've been fun to work with too Andy! Thanks for the suggestion on blogs - we'll take that on board.”
KATE, JUNE 24
“Good communication, timely input, available when we need you..”
“Lovely feedback, thanks so much for taking the time to reply.”
JAMES, JUNE 24
“The first audit has been performed efficiently with excellent communication and without any issues of note.”
“Super happy to hear your first audit went smoothly James.”