Negotiating a Minority stake in a £17.5m Infrastructure/Logistics Technology Company

At the end of 2023, a nuanced transaction was underway for the acquisition of a minority stake in a sensitive logistics technology company. The deal involved aligning the interests of a broad shareholder base, including investors from the UAE and the UK, with support from one of the Big Four professional advisory firms.

The engagement began with a site visit, allowing the investment team to see the company’s operations and technology firsthand. Understanding the IP that underpins the business was critical, as it represented the primary driver of value, with potential liquidity likely to arise from a secondary share sale, or a strategic acquisition, within our relevant time horizon.

Negotiations and due diligence extended over four months and involved extensive back-and-forth. The team focused on modelling the sensitive nature of the business, carefully evaluating assumptions for growth and risk, and defining terms that were non-negotiable while still respecting the interests of existing shareholders. Confirmation of agreed terms was received from the senior management team just three days before Christmas, capping a complex and highly nuanced process.

The deal reinforced the value of rigorous process, on-site evaluation, and strategic clarity in navigating multi-stakeholder transactions in sensitive, high-value technology businesses.

A special thank you goes to the team for their hard work, dedication, and commitment to excellence throughout the process, ensuring the highest quality in every output related to the business.