Project Oak
Transaction: Management Buy-Out
Completed: April 2025
Meridian are delighted to have advised on the successful management buyout of Project Oak. The transaction, led by
Philip Mettam, provided a secondary release of equity value for the founding shareholders, while empowering the management team with the opportunity to lead the business into its next phase of growth.
Meridian worked closely with
Alison Trant and the team at
HSBC, who delivered a £3.5m debt facility to support the deal. Legal advice and tax advice were expertly provided by
Lisa Sigalet and the team at
Shoosmiths, and
Doug MacLeod and
Nick Byfield at
DSA Advisory Ltd respectively.
This transaction marks the culmination of long-term strategic advice provided by Meridian, ensuring the client’s objectives were met - both financially and in relation to their personal and family goals.
We look forward to supporting the management team as they drive Project Oak through their next stage of growth!
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