The deals we're
built for
End-to-end transaction support for business owners planning their next major move
Castle works best with a particular kind of business, at a particular moment in its journey. This is a short summary of where we add the most value — the deals we’re built for — so you can quickly see whether we’re the right fit. These are not definitive parameters, but reflective of our typical deal/client profile.
Our deal parameters
£5m–£50m
Enterprise value
Owner-led
Founder-led and family-owned
UK-based
Standalone, or with overseas subsidiaries
3–36 months
Typical timing to act
Transactions we lead
- ✓Company disposals — UK and international trade and private equity buyers
- ✓Acquisitions — buy-side mandates and proactive search
- ✓Management buyouts (MBOs) — including funding
- ✓Employee Ownership Trust (EOT) — transitions
- ✓Growth fundraising — private equity and structured debt
- ✓Strategic roadmap and exit planning — 1–5 years
Senior, hands-on advice — judgement and discretion over volume and noise.
Is Castle the right fit?
Castle is an independently owned lead adviser on corporate transactions. Our independence means our advice is driven solely by what’s right for our clients. We help business owners prepare, structure, negotiate and deliver successful transactions, providing senior, hands-on support from the earliest planning stages through to completion.
Where we’re a great fit
- ✓You want direct access to experienced advisers who will lead your transaction from start to finish
- ✓You’re an owner-managed or family business looking to raise investment, acquire another business, complete a management buy-out, or sell all or part of your company
- ✓Your business has a proven track record of profitability, or a credible and fundable growth story
- ✓You have a genuine intention to complete a transaction, even if the timing is flexible
- ✓You value sound judgement, honest advice and discretion throughout the transaction
- ✓You want an adviser who will proactively challenge, guide and negotiate on your behalf, actively shaping the transaction rather than simply overseeing the process
- ✓You value a trusted adviser who takes on a limited number of assignments to ensure every client receives a highly personal service
Where we’re honestly not the best home
- –You’re looking for a business sales broker to market your business, rather than a lead adviser to prepare, structure, negotiate and manage the transaction
- –You need advice relating solely to minority shareholder matters or shareholder disputes
- –You require highly specialised sector expertise where established niche relationships are fundamental to a successful outcome
- –You’re seeking pre-revenue or very early-stage fundraising
- –Your business is distressed or the transaction is insolvency-led
- –You’re primarily looking for financial due diligence, audit, tax or specialist accountancy services
- –You require a standalone valuation or expert witness service without an underlying transaction