Oury Clark Corporate Finance A new approach to professional services - Executing acquisitions and disposals on behalf of clients, both corporate and private, with added transaction support.

Acquisition of infrastructure services business – February 2008

Established infrastructure services business – owned by the same family for nearly 40 years.

Founder and majority shareholder wanted to sell the business due to succession issues.

Introduction to owners made by banking contact who had worked with Oury Clark before in a similar situation.

Oury Clark used its network of contacts to find a private equity firm that was interested in the sector. We handled all negotiations and transaction processes right up to financial close.

Oury Clark’s involvement ensured that the transaction was sensitively managed, respecting the vendor’s desire that the planned ownership change remained a confidential matter.

Oury Clark is now working with the new owners on their expansion plans, which include acquiring further infrastructure services businesses.

Bolt-on acquisition of independent school – July 2009

Acquisition of a long-standing independent school, previously owned by same family for over 30 years, by a high-net-worth family trust.

Oury Clark used its in-house research team to identify a number of privately owned schools within a specific geographic location and approached them all on behalf of the trust.

Each school had been individually profiled and ageing shareholders and apparent succession issues were identified. Meetings were conducted by Oury Clark discreetly without the involvement of a sales agents. Upon evaluation of targets, Oury Clark advised the trustees as to which school would best fit their goal of building a small and successful group of schools in the home counties.

Oury Clark advised the trustees throughout the acquisition, managed all negotiations and various other professional teams, and was integral to keeping all parties satisfied. The second generation of the vendor’s family were given guarantees of employment by, and of an active role in, the school going forward, as they had wished from the outset.