Beyond Compliance

Transaction Services

Maximising value from your business transactions

Our Transaction Services team provides an array of services around business mergers, acquisitions, disposals, fundraisings and other transactions. We work closely with entrepreneurs, investors and company directors to achieve the best possible return from their next investment or fundraising project.

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Transaction Services

How can we help?

Financial due diligence

We investigate the financial performance and state of affairs of the business you wish to acquire, sell or invest in. Our flexible-scope approach allows us to cut through the noise and report succinctly on the key matters and risks.

Business valuation

We undertake valuations of ordinary shares and more complex securities ahead of transactions, management incentive schemes, or in connection with litigation.

Financial modelling

We build robust integrated financial models that are tailored to your objectives and provide a solid foundation for forecasting and budgeting.

Management incentive schemes

We are skilled in devising and implementing efficient management incentive schemes, designed to engage senior management beyond salary.

Transaction structuring

We identify and deliver tax efficiencies prior to purchasing or selling assets.

Raising debt finance

We help you find the right sources of financing for your business, be that bank debt, bond issuance or equity, whilst also managing the process of implementation.

A selection of our recent deals

Click below to learn more

Get in touch

If you’re currently pursuing a business purchase, sale, fundraising or any other type of transaction, it always pays to arrange a free consultation with one of our expert advisers to discuss your current situation and objectives.

Led by Carl Lundberg, our Transaction Services team offers complete transparency over fixed fees and will work closely with you to determine the best approach for your next transaction.

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+44 (0)20 7299 1400

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AWARD WINNERS

Transaction Services Team of the Year

Our Corporate Finance team was awarded Transaction Services Team of the Year, beating a field of impressive finalists including Kreston Reeves, Knill James, Azets and Buzzacott.

OUR EXPERTS

Transaction Services Team

Carl Lundberg

CEO

William Abell

Partner

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What our clients have to say…

We are delighted at becoming a publicly traded company by joining the AQSE Growth Market. One Health continues to achieve growth through the use of facilities through partnerships with independent hospitals across a widening geography and excess capacity offered by NHS facilities and the growing awareness of its services among medical practitioners and patients in our areas of operation.

Adam Binns

Chief Executive Officer, One Health

What our clients have to say…

The team at Gerald Edelman supported us throughout the transaction, liaising efficiently with both our internal team and our legal representatives. Their report was provided in a timely manner and covered all key aspects. From the start to the end of the acquisition process we felt confident that we were receiving the expert knowledge and support that we needed to support our decision-making. Excellent service all round, and we would highly recommend Gerald Edelman accountancy and would engage their services again for any future acquisitions.

Chris Paelinck

Envases

What our clients have to say…

We are thrilled to be launching our group by partnering with two fantastic clinics which have been providing exceptional patient care for decades thanks to their teams of experienced practitioners. We appreciate the advice we received from Gerald Edelman and look forward to many more transactions together.

Claire Nesler

Co-Founder of Kinetico Health

What our clients have to say…

The team at Gerald Edelman advised us with narrowing down the key financial diligence issues, making it an efficient process for everyone involved. We thank them for their excellent work.

Frederik de Coninck-Smith

MD, Out n About

What our clients have to say…

Mackay was delighted with the thoroughness and efficiency of GE’s approach to the Financial Due Diligence exercise. Further, their final report was well-organized, concise, and lead to clear decision points. William communicated regularly throughout the project and coordinated well with both Mackay’s and the Seller’s legal representatives.

Jeff Schlacks

President, Mackay Communications Inc

What our clients have to say…

I am extremely glad that we engaged the Gerald Edelman team to advise on this transaction. Their advice has proven invaluable, not only ensuring that the deal completed smoothly but also achieving a substantial taxation saving for me and the other departing shareholders. I extend my sincerest thanks to Carl and Will, whose pragmatism, knowledge and drive was key to securing the successful result. I would strongly recommend them both as corporate finance advisors.

Prakash Davda

Managing Director of Austin UK

What our clients have to say…

We were very well supported by the Gerald Edelman team throughout the transaction. Their understanding of the business was impressive, and the analysis and support they provided around financial matters was very strong.

Mark Dominik

Partner, Euston Ventures

What our clients have to say…

We are delighted with the result of the Flower Bond, which will enable us to embark on the next phase of our journey. We'd like to extend our sincerest thanks to the team at Gerald Edelman who were consistently on hand to provide their support and guidance (under some stressful deadlines) throughout the process, which contributed significantly to the Flower Bond's success.

Nick Anderdon

Head of Strategy, Freddie's Flowers

What our clients have to say…

The Gerald Edelman team were a great help. This was our first acquisition and the fact that it was in the UK was an added complexity. I was very pleased with the way Matt and his colleagues responded to all our needs and made things easier for us during the process.

Marco Zanasi

President and CEO of UDOR

What our clients have to say…

We were very pleased with the work Gerald Edelman - Carl, Will and team - put into this transaction by ensuring we were given a detailed and insightful understanding of the business which assisted us in our decision to push forward in making our acquisition. We were looking to complete the transaction in a timely manner and the proactive nature and flexibility of the team at Edelman made sure we were on course to carry this out.

Max Silver

Co-Founder of Euston Ventures

What our clients have to say…

The Gerald Edelman team were instrumental at helping close Redpath Capital’s acquisition of Just Loos in June 2023. They provided reliable and consistent advice and were always available on a moment’s notice. They went above and beyond by helping with negotiation strategies (regardless of day and time) and by providing in-depth feedback on our financial model over its construction. It was a pleasure to work with them and would happily recommend them to our peers.

Charles Madon

Managing Director, Redpath Capital

What our clients have to say…

We engaged Gerald Edelman to support with the Financial DD for our first acquisition. This was a complex situation, as the target business had numerous interrelated sub-entities with unique commercial and financial dynamics. The Gerald Edelman team quickly grasped these various complexities and simplified the situation for myself and for capital providers – ensuring a smooth completion process. Beyond the FDD scope alone, the team supported with negotiations at a critical stage of the transaction. They were available and responsive, even over the weekend, to help resolve a contentious point just a few days before closing. I am very grateful for the advice and guidance they provided throughout the process.

Kerim Baccari

Founder of Backer Group

What our clients have to say…

Will, Carl, and the team at Gerald Edelman were instrumental in successfully closing this deal. Their expert guidance and support through all phases of the deal from structuring, due diligence to completion, ensured an excellent outcome for both parties.

Fouzan Ali

Managing Partner at Grazalema Ventures

What our clients have to say…

As this was the first acquisition for Full Circle Capital Partners, it was important that I picked the right team. Gerald Edelman and Fox Williams went above and beyond to support and advise me through the acquisition process. The deal was done in partnership across Full Circle Capital Partners and Accelerator Solutions. Gerald Edelman and Fox Williams acted as extensions to my team which ensured my transition into the business as CEO has been seamless.

Toby Henry

Founder, Full Circle Capital Partners

What our clients have to say…

GE provided a top-class service carrying out the financial and tax due diligence, addressing and advising on key issues, and ensuring we had a comprehensive understanding of Entec’s financial stability. A big thank you to Matt and the team for their work.

William and Richard van der Byl

Founders, Nellmapius

why choose us

Why Gerald Edelman?

Gerald Edelman differs from other firms in that our transaction services are infinitely flexible and tailored to your exact needs.

The technical expertise of our London-based Transaction Services team in due diligence, business valuations, financial modelling, and transaction structuring is underpinned by real experience in working on deals of all sizes.

As a team, we pride ourselves on exceptional client service and swift turnaround times, working tirelessly to get projects over the line in the required timeframe and pushing deals to completion.

common questions

Frequently asked questions

What are the benefits of working with a Transactions Services Adviser?

There are many complex, time-consuming and potentially hazardous aspects involved with a business transaction. An expert Transaction Services Adviser can assess every angle of a potential acquisition to determine the benefits, liabilities and maximum value that you stand to gain.

What type of business purchases do you specialise in?

Our department provides a full range of transaction services, including mergers, acquisitions, buy-ins and buy-outs. Within this, our expertise covers the areas of due diligence, business valuations, financial modelling and much more.

Do you offer accountancy services?

Yes, Gerald Edelman is a firm of chartered accountants. We are heavily focused towards the provision of advisory services but offer a broad range of professional services, including those of a more traditional firm of accountants. Our clients find this to be an incredibly valuable and convenient solution as they don’t need to engage another firm to cover their accountancy needs.

How do our fees work?

Our fees are agreed upfront in line with an agreed scope. Our scope of work is fully tailorable, meaning our fees are flexible, which is a benefit of our agile and entrepreneurial team.

At what point in a transaction should we engage with you?

We would recommend that you get in touch with us when you are first considering any type of transaction. This will allow us to advise you on the best route for your business, minimising wasted time and fees. However, we offer our services at all stages of the transaction.

Where can I learn more about transactions?

We regularly produce educational guides for those wishing to learn more about our industry and services. If you’re looking to learn more about the M&A transaction process, then we recommend starting with our two guides covering business sales and business acquisitions.