Sell or Raise Capital With Confidence
CapitalExchangeHQ® is a corporate finance advisory headquartered in London, United Kingdom. We help mid-sized companies unlock their full value and become attractive, investor-grade businesses.
Over a 12–24-month advisory, we identify and address deal-blocking risks, and build a strong foundation for a successful capital raise or business sale. Our network of more than 8,000 active investors and private lenders across the UK, Europe and the USA gives you access to large pools of capital.
To date, we and our partners have helped facilitate over £1 billion in successful transactions across a range of industries. We serve companies that meet the following criteria:
UK & Europe
Based
Annual revenues:
£10m to £300m
Operating 3 years
& more
Pre-tax profit:
Above £1m+
Across most
business sectors
Our Four-Phase Approach
We recommend that business owners start preparing 12–24 months before they expect to sell. Research and experience show that many deals fail because preparations begin too late. Early preparation gives time to address weaknesses and prepare the business for institutional-grade due diligence.
In our experience, most failed business sales can be traced back to avoidable weaknesses such as:
• Over-dependence on founders.
• Weak financial controls and inconsistent reporting.
• Lack of a strong first and second-tier management team.
• Absence of clearly documented systems and processes.
• Poor exit planning or rushed timelines.
• Over-reliance on one or two major clients.
• Unrealistic valuation expectations.
• Stripping too much cash from the business.
• Inadequate preparation for due diligence.
• Over-dependence on founders.
• Weak financial controls and inconsistent reporting.
• Lack of a strong first and second-tier management team.
• Absence of clearly documented systems and processes.
Our approach identifies and resolves these risk areas. It is tailored to meet the expectations of professional investors including; private investment funds, ultra-high-net-worth individuals (UHNWIs), wealth managers, private equity firms and others involved in the allocation of capital.
For businesses needing support with intellectual property, corporate law, tax planning, or wealth management, we collaborate with leading advisers to deliver the best advice possible.
Here is what each phase looks like:
We perform a high-level review of operations and finance (via a simple questionnaire), highlighting what is healthy and what needs improvement.
We identify and discuss the most suitable buyers, and prioritise those who are a financial and cultural fit for your business, protecting value and supporting a smoother transition for your staff and customers.
We map legal, financial and operational risks that could reduce value and provide recommendations to address them. We also prepare the data room and the Information Memorandum (IM), and attend leadership meetings where needed.
We support the final sale process, advise on deal structure (whether a full exit or a phased handover), negotiate with buyers, and help plan the post-sale transition so employees and customers are protected.
By the end of the project you should have:
• A business prepared for institutional-grade due diligence.
• Warm interest from pre-qualified buyers or investors.
• An experienced advisory team supporting the entire transaction process.
CapitalExchangeHQ® is a registered trademark.
CEX HQ Ltd, is a company registered in England and Wales. Company Number: 13028700.