At Heritage Finance, we understand that mergers, acquisitions, and business exits represent some of the most critical decisions you’ll make. Whether you’re buying, selling, or merging businesses, we offer clear, strategic guidance every step of the way — from planning through to integration.
Our team works discreetly and diligently to support your objectives, mitigate risks, and maximise value, ensuring each transaction is well-structured and strategically sound.
M&A success doesn’t come from the sale price alone. Deal structure, payment terms, warranties, and timing can all dramatically impact the final outcome. Whether it’s a share sale or asset sale, we help you navigate the nuances.
A rushed process can kill deals. Whether you’re buying a competitor or exiting your business, preparation is your greatest asset — from audited financials to growth strategies. We help get you deal-ready and credible.
We can also assist with acquisition finance, including debt structuring, equity raises, and vendor terms — helping you complete the transaction without excessive dilution or financial stress.
We collaborate closely with your legal, accounting, and tax teams to ensure a holistic approach throughout the deal process.
Whether you’re looking to grow through acquisition or prepare your business for sale, our advisory team is here to help you make well-informed, confident decisions.
Start a confidential conversation today. Contact us and we’ll be in touch to discuss your goals.
