Gambit Corporate Finance LLP’s Post

We are excited to launch the first insight in our 'Business assets and liquidity events' series, where Private Wealth expert Dom Rothbarth delves into structuring considerations for founders and early investors in private companies. Read online: https://bit.ly/4esxvF9 Stay tuned for future insights covering topics like planning for leaving the UK, BPR Trusts, types of consideration on a sale, and more. #PrivateWealth #TaxPlanning #BusinessStructuring

"We believe now is an excellent time to invest in UK smaller companies." Ken Wotton manager of Strategic Equity Capital plc (SEC) gives his views on UK smaller companies to Wealth DFM. Here are three key takeaways: 🌟 Valuations Valuations are compelling as evidenced by the steady stream of takeover offers for UK-listed companies. 📈 Economic conditions Improving economic conditions with inflation lower, confidence recovering and the prospect of rates falling later in the year. 🏷️ Discounts A large number of high-quality UK smaller companies are trading at discounted ratings. Ken and the team apply their highly disciplined private equity approach to investing in public markets, to identify compelling investment opportunities in smaller #ukequities. Read more about the insights here: https://lnkd.in/eVeRQbV2   #publicequities #investmenttrusts | Capital at risk. Not an investment recommendation. Opinions expressed are those of the individual fund managers. Brendan Gulston Cassie Herlihy David Bickerstaffe

Next stage on my dealmakers tour is attending the UK Finance inaugural M&A conference in London. Plenty of insight from speakers and panellists from The Takeover Panel, ICMA, LSE, legal advisors and investment bankers including a great panel discussion on the theme of “What is keeping dealmakers awake at night?” My top 10 takeaways are: 1. Confidence in M&A is still fragile  2. External events continue to derail  3. The year of elections doesn’t appear to be impacting mid-market  4. There remains a difference in valuation between buyers and sellers  5. Impact of falling inflation: hope that cost of debt will reduce by end of year 6. There is a good supply of money to fund deals with both private debt and equity pots ready to be deployed 7. There is strong motivation to do deals from a buy and sell side  8. Increasing investor expectation around ESG and reshaping businesses to divest non-core and dirty assets  9. Cyber risks and breaches increasingly of concern: working from home and data sharing using tech platforms key deal risks  10. AI and technology growth areas both in terms of how we do deals and attractive sectors for early stage investment   However the UK remains an attractive region to do deals and raise capital and there is plenty of optimism for 2024 #dealmaking #manda

In our latest spotlight blog, John Sorel, Acquisitions, shares his perspective on the historic tax credit (#HTC) industry and how transactions have tremendous potential to positively impact neighborhoods and create a connection with the community's history and culture. John discusses how, when joining Foss & Company, he observed an established investor base with an increasing appetite for historic tax credit investments. Read the full blog series: https://bit.ly/3xsA61H #tax #taxcredit #taxequity #taxinvesting #HTC #historicpreservation

The UK is making significant strides in reforming its equity capital markets, ensuring a robust and competitive financial environment, with the implementation of the new UK Listing Rules back in July 2024. But almost three months down the line, what does the future of the UK’s capital markets look like? 🔮 Partners in our equity capital markets team paul cliff and Sam Meiklejohn, share their thoughts in this article featured on TheBusinessDesk.com 👇 #EquityCapitalMarkets #IPO #CapitalMarkets

Interesting article from my capital markets partners Sam Meiklejohn and paul cliff some very interesting developments in this area and worth a read.

2024 saw an M&A boom amid a post-pandemic resurgence: Michael Amm at Torys LLP. Amm says larger transactions reshaped this year's M&A landscape, and he is optimistic for 2025. https://hubs.la/Q02-mlxB0

In case you missed it: The JSE is set for its biggest shake-up in a generation to rein in the flight of small-cap companies. Proposed reform will split the main board to ease burden on small caps. https://lnkd.in/dmFyHjx8 #financialservices #jse

Some wishful thinking here on target valuation.

Family businesses continue to flourish, even though many operate in old economy sectors. Here are five listed businesses that prove that family capital remains eternal (paywall) #familybusiness #familycapital #business #investment https://lnkd.in/e6ir5RSv