Established eight years ago, to service the niche management Buy-out, management Buy-in market, Valbridge Trust is unique in that it aligns itself entirely with management, regarding this grouping / entity as a Client rather than a cost, as is normally the case.

Valbridge Trust are corporate restructurors, specialising in management buy-outs / buy-ins and innovative solutions for potential buy-out & buy- in management teams / groupings wishing to purchase a company or entity. The business offers a holistic personalised service.

We are hands-on during the assessment, negotiation and implementation phases of the entire process, from start to finish. At the same time we are also acutely aware of the other implications which come into play during the process, such as the emotional impact on management and staff. Valbridge Trust’s involvement is valued by the sellers who appreciate dealing with professionals with expertise and experience in the process. Management teams find it easier for a third party to negotiate the purchase, as this obviates the complexities introduced by the employer/employee relationship and buffers the managers from negative consequences should the deal fail. Our alignment is always with the acquirer/s and we strive to deliver maximum value to the acquiring team. In addition, we offer advice & expertise on other aspects such as corporate governance and the fiduciary duty of directors.

In addition, Valbridge Trust has a network of strategic alliances with other professionals in various fields that provide specialist support and input when necessary. As a result of the expertise and networks we have at our fingertips, we are able to assist Clients to do large deals with very little equity and at low risk.

Valbridge Trust is run by experienced trustees Jane Wiltshire & Carl Malcomess who personally carry out all the assessments and negotiations on behalf of the acquiring team. The trustees only undertake deals where they believe they can add value and structure win-win solutions, preferring to work on a success fee basis which normally includes an equity stake. We believe that we continue to add real value after implementation by serving as a non-executive director and assisting the team to achieve the strategic vision initially agreed upon.