Management and Leveraged Buyouts

Management and Leveraged Buyouts

UBS actively supports management buyouts (MBOs), management buyins (MBIs) and leveraged buyouts (LBOs) in Switzerland in connection, for example, with succession planning or the sale of a company. While the management and/or financial investors bear the entrepreneurial risk in the form of equity capital, UBS arranges the debt capital required.

If necessary, we also broker contacts with potential mezzanine and/or (additional) equity investors.

For larger financing volumes, UBS can also act as the arranger, underwriter and agent for syndicated buyout financing.

Key requirements:

  • Due diligence (in some cases performed by external advisors) as is customary for the transaction concerned
  • Relatively stable performance and easily predictable free cash flows

  • Companies with comparatively little cyclicality in their business

  • Established product/market position

  • Experienced management team with proven track record

  • Appropriate equity contribution in the capital structure