Private Equity Investment

When it comes to Private Equity investments, expertise is crucial. We advise clients from family offices to individual businesses owners, and we pride ourselves on delivering a tailored approach to advice and support.

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Specialist legal advice for private equity investments

At Progeny our corporate legal team has extensive experience of dealing with private equity transactions.

We primarily provide advice to founder shareholders and management teams looking to gain access to private equity investment. Our solicitors have extensive experience in a variety of sectors and have expertise in assisting companies, family offices and investors at any point of their investment journeys.

As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.

With over 40 years of experience, we offer unparalleled expertise and trusted guidance to help you achieve your financial goals confidently and effectively.

Our financial and legal advisers work closely together to get the best results for you, your family and your business.

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How we can help with your investment

We can deliver a commercially focused result quickly and efficiently with a thorough understanding of the approach taken by the private equity houses. We offer support with:

01

Investment agreements

Crafting carefully tailored investment agreements to govern your relationship with the PE house.

02

Management buyouts (MBOs)

Assistance and advice needed on how to finance and undertake management buy-outs and buy-ins.

03

Leveraged buy-outs (LBOs)

At Progeny we have extensive firsthand experience in handling and advising on leveraged buyouts (ie debt backed deals) and would be able to assist management teams and buyers during the acquisition process.

04

Management incentive schemes

If you would like to offer management a path to shares, we can provide both legal and tax advice in order to implement an EMI Share Option Scheme to incentivise, retain and attract talent.

Investment Guides

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Frequently Asked Questions

A legal agreement between an investor and a company in which the investor agrees to provide funds in exchange for part or all of a company.

Private Equity is a type of investment where institutional investors or a private individual or family office purchase companies not publicly traded on open markets.

A leveraged buyout refers to acquiring a company with borrowed money to meet the costs of the acquisition. 

A family office provides wealth management services to a small set of ultra high net worth individuals. This could include financial planning, investment management as well as tax and legal advice.

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