Smarter, faster exits for small business owners
We support marketing and communications agencies with investment, consulting and M&A advisory services.
How we help
Investment
We acquire minority equity positions and work alongside our portfolio to optimise key pillars of their business such as sales, operations, marketing and financial engineering.
Mergers & Acquisitions
We identify M&A targets, and develop holding group structures that provide synergies and scale for our founders.
Brokerage & Advisory
We work with agency owners to prepare for exit and introduce external acquirers through an exclusive sell-side mandate.
Looking for investment or acquisition? Schedule a confidential discussion.
Who do we work with?
We work with established agencies, and technology enabled businesses that meet the following criteria:
1) £2M - £5M in annual revenues
2) 5 years + trading history
3) Experienced management teams in place
How do we work?
1 Conversation
Engaging with an investor or partner is a big decision. That's why everything starts with an open and honest conversation, so we can understand the business journey, where they sit in the market, and any ambitions they may have to sell. We also discuss any challenges that are being faced and identify areas where they may require support.
2 Assessment
If we decide to explore a potential investment or acquisition we request a confidential business assessment to be completed in order to understand the business financials, it's operational structure and expected valuation.
3 Outcome
Following the business assessment we typically discuss a range of options including a potential acquisition offer, investment criteria, and any proposed terms for forming an equity partnership. If the business does not meet our criteria we can also introduce external partners.
4 Exit
Our ultimate goal is to facilitate an exit for the founder. The structure and time frame for the exit will vary but we typically seek a maximum 3 year period from investment to exit.
Looking to exit your business? Let's have a confidential discussion.
You can get in touch with our team with any questions at info@roseequitypartners.com, or book a call with a growth partner or request a call back at a convenient time using our contact form.
