Do you know the value of your business? It’s time you do! (Lunchtime session)
Valuing your private company may not be straightforward, but it’s important to know, especially if you are raising capital, considering an acquisition or contemplating a sale.
Despite the use of established methodologies, valuations can be highly subjective, and often the derived outcome does not reflect the real world. Using an inappropriate methodology incorporating unrealistic assumptions creates an illusion that is therefore of very limited value.
However, reality is beginning to dawn on many entrepreneurs, as they become hyper-aware that investors can be tough to identify, and not seemingly in a hurry to commit funds. This is very different from the pre-Covid era when investors felt more confident. In addition, there are well-informed companies willing to make acquisitions - but only on an opportunistic basis.
Having a realistic idea of what your private business is worth in the current market is essential, especially for growth companies with high ambitions - but the question is… where to start?
Join us for a dynamic seminar with talks on the most current methodologies used to value private businesses in 2024, how to navigate the updated IPEV guidelines, and highlights on M&A valuation trends and deal flow. We’ll be ending on a panel discussion with our expert speakers drawing upon their own personal experience in private company valuations sharing the challenges and trends that have arisen.
About the Speakers:
Keith is personally responsible for the firm’s relationships with its corporate clients and also for corporate finance. In addition, he is the author of several articles tackling the issues facing companies in today’s climate. Keith has more than 35 years’ stockbroking experience and has developed long-standing relationships with many major institutional investors, including Private Client Brokers and Wealth Managers. He started his career at James Capel, at the time the top-ranked research house in London. He was a founding member of Schroder Securities and of Agency Partners, a leading research boutique house, and was a member of the five-man securities board at Evolution. Keith has also advised companies, large and small, on their relationships with the capital markets. Keith was part of the group of investors that acquired Hardman & Co in late 2012. He holds an MA in Philosophy, Politics & Economics from the University of Oxford.
Richard Angus is the Head of Business Development at Hardman & Co. He has more than 30 years of City experience. His primary area of focus has been US equity capital markets, and he has been involved predominantly in the development of growth companies. Richard has experience on both the buy and sell sides. Having worked for M&G as a fund manager, Richard then worked for US investment banks Alex Brown & Sons and Furman Selz. Latterly, Richard was Managing Director and Head of Institutional Sales for Europe at FBR & Co. Besides being involved in many public flotations, Richard’s experience includes pre-IPO capital raises. Richard joined Hardman & Co in September 2014. He holds a BA (Hons) in Economics from the University of Liverpool and is a Chartered Accountant
Erin is a Director in Saffery’s Corporate Finance team in Manchester, where she advises ambitious SMEs, entrepreneurial businesses and acquisitive corporates on growth, acquisitions and strategic transactions.
Working across a wide range of sectors, Erin leads financial due diligence engagements for acquisitions, investments and disposals, supporting business owners, management teams and investors in making informed commercial decisions. She particularly enjoys working with businesses pursuing buy-and-build strategies, helping them evaluate opportunities, manage transaction risk and deliver successful acquisitions that support long-term growth.
Erin is passionate about the SME market and enjoys working closely with management teams as they navigate key stages of their business journey. She believes successful transactions are built on strong relationships, commercial insight and a clear understanding of the strategic objectives behind every deal.
As an active member of the North West business community, Erin enjoys connecting people, building long-term relationships and supporting businesses that are looking to grow through acquisition, investment or succession.
Paul Mylchreest is an equity analyst covering the Mining sector at Hardman & Co.
Paul has 30 years’ analytical experience, having started his career in the Chemicals sector. He was an Extel-rated analyst at S.G. Warburg, Schroders and Citibank. As well as a brief foray into Oil & Gas, he worked for several years as a Global Macro & Cross Asset strategist, firstly setting up on his own, and later working at US commodity trader, Archer Daniels Midland (ADM Inc.). He began his mining coverage at Crédit Agricole Chevreux in 2005.
Paul joined Hardman & Co in early 2018. He holds a BSocSci in Money, Banking & Finance from the University of Birmingham.
Doug Lawson co-founded MarktoMarket in 2017. MarktoMarket is the gold standard provider of data on SMEs. The platform is used by hundreds of corporate advisory, accountancy, legal, private equity and venture capital firms and is backed by VCs Par Equity, 24Haymarket and Techstart. Prior to MarktoMarket he spent his career in fund management after qualifying as a Chartered Accountant with EY and working in corporate finance. He co-founded Amati Global Investors, a smaller company specialist fund manager with over £1 billion of assets under management, exiting when a 49% stake was acquired by Mattioli Woods plc in 2017.
Interested In The Event?
If you’re interested in attending, you can book online here.
For any further enquires about this event, contact [email protected]
