Aberdeen Corporate Finance
Management Buy-In (MBI)

Management Buy-In (MBI)

Finance for external management teams acquiring a business.

A Management Buy-In (MBI) occurs when an external management team or individual acquires a business they do not currently manage. Unlike an MBO, the incoming team must demonstrate that they can successfully transition into the business, understand its operations, and deliver their growth plan \u2014 all while servicing the acquisition debt.

Aberdeen Corporate Finance has deep experience in presenting MBI proposals in a way that addresses lender concerns and maximises the likelihood of securing competitive funding. We understand that packaging and positioning are everything in an MBI \u2014 and we ensure your proposition is presented to the highest standard.

Key Considerations

Management Transition Risk

Unlike an MBO where the management team already knows the business intimately, an MBI introduces an external team who must quickly understand the operations, culture, customer relationships, and supply chain. Lenders view this transition risk carefully.

Higher Funder Scrutiny

MBI proposals face greater scrutiny from lenders and investors because the incoming management team has no operating history within the target business. Demonstrating relevant sector experience and a credible integration plan is essential.

Due Diligence Importance

Thorough due diligence is even more critical in an MBI than an MBO. The incoming team must verify all aspects of the business — financial performance, customer concentration, key person dependencies, and contractual obligations.

Value Creation Opportunity

MBIs can deliver exceptional returns because the incoming team brings fresh perspective, new skills, and different strategic vision. Lenders and investors recognise that the right management team can transform a business's performance.

Hybrid MBI/MBO Structures

Where possible, a hybrid BIMBO (Buy-In Management Buy-Out) structure — combining external management with retained internal managers — reduces transition risk and is often preferred by lenders.

Higher Equity Requirements

Lenders typically require a higher equity contribution from MBI teams compared to MBOs, reflecting the additional risk. Personal investment of 20–30% of the purchase price is common, though mezzanine finance can reduce this.

What Lenders Look For

Demonstrable sector experience and relevant management track record
Detailed 100-day integration plan for the transition period
Comprehensive business plan with conservative financial projections
Significant personal financial commitment from the incoming team
Retention of key staff during and after the transition
Clear rationale for why this team will succeed with this business
Thorough due diligence with no material surprises
Realistic valuation supported by independent assessment

How We Support Your MBI

01

Opportunity Assessment

We assess the target business, your management credentials, and the funding feasibility. We advise on valuation, structure, and the likely appetite of funders for your specific proposition.

02

Proposal Preparation

We prepare a comprehensive information memorandum that addresses all lender concerns — management capability, integration plan, financial projections, and risk mitigation.

03

Funder Approach

We approach selected lenders and investors from our network, presenting your proposition and securing competitive indicative terms.

04

Negotiation & Completion

We manage the process through due diligence, legal documentation, and completion — coordinating all parties to ensure the transaction closes on schedule.

Important Notice: MBI transactions carry additional risks compared to MBOs. All funding is subject to status, due diligence, and funder criteria. Aberdeen Corporate Finance Limited is not regulated by the FCA.

Planning a Management Buy-In?

Contact us for expert guidance on structuring and funding your MBI transaction.

Discuss Your MBI