Critical issues all CEOs should consider when negotiating with Private Equity
A high-quality partnership between a CEO and a Private Equity firm can be one
Negotiating the Right Deal for Management
Independent advice on structure, incentives, and alignment in private equity transactions.
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- Management Advisory Services for Private Equity Transactions | Liberty Corporate Finance
Negotiating the Right Deal for Management
Independent advice on structure, incentives, and alignment in private equity transactions.
- Home
- Management Advisory Services for Private Equity Transactions | Liberty Corporate Finance
Negotiating the Right Deal and Structure
Getting the Deal Structure Right
Every transaction - whether a merger, acquisition, or trade sale - is a negotiation of both economics and trust. For management, it represents not just a change in ownership, but a defining career moment that blends employment, equity, and investment decisions.
Liberty acts as the independent financial adviser guiding management through this process. We structure and negotiate rollover equity, incentive programs, and shareholder protections to ensure fairness, alignment, and clarity.
Our team’s backgrounds span investment banking, chartered accounting, and corporate finance consulting. We combine analytical rigour, practical experience, and human understanding to deliver outcomes that are commercially sound and personally sustainable.
When the stakes are high and the timelines tight, Liberty brings independence, precision, and confidence to every deal.
Expertise Across Transaction Types
Navigating the full spectrum of private capital transactions with clarity and confidence.
- Structured Sale processes - Management advisory services for structure sales of full or partial stakes, and trade sales.
- Management Buy-Outs (MBOs) - Empowering leaders to take ownership and align equity with future performance.
- Leveraged Buy-Outs (LBOs) - Structuring equity and incentive plans to balance reward with debt and risk.
- Growth Capital & Expansion Funding - Advising on governance, valuation, and incentive alignment through expansion phases.
- Public-to-Private Transactions - Managing complex valuation, incentive, and shareholder considerations through transition.
- Re-Incentivisation & Secondary Buyouts - Resetting management terms to reflect evolving ownership and performance conditions.
- Company Restructures & Recapitalisations – Safeguarding management’s position during restructuring, refinancing, or recapitalisation processes.
Commercial Terms
Balancing Value and Partnership in Every Deal
Commercial Clarity
We benchmark every aspect of the management deal - from equity rollover percentages to ratchet mechanics and leaver provisions - ensuring alignment within market norms.
Data-Driven Negotiation
Our analytics-driven approach uses Liberty’s proprietary database of 3,000+ term sheets to model risk, reward, and valuation outcomes. This enables efficient, evidence-based negotiations.
Sustainable Outcomes
We combine financial modelling, due diligence, and governance expertise to design incentive structures that endure beyond completion.
Our aim: to help management teams enter new partnerships with clarity, motivation, and confidence.
Blogs
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