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