Track Record
Since 2014, Oakmead Finance has advised on and arranged funding solutions across a broad range of sectors and transaction types.
Summary of Experience
- Over £300 million in funding arranged
- Transactions across more than 15 sectors
- Funding solutions ranging from £250,000 to £10 million+
- Experience supporting owner managed and corporate businesses
Our experience spans acquisitions, growth initiatives, working capital optimisation and debt restructuring.
Transaction Types Supported
Our track record includes:
- Management buy outs and buy ins
- Strategic acquisitions
- Growth and investment funding
- Working capital optimisation
- Debt restructuring and refinance
Each transaction is approached on its own merits, with funding structures tailored to the specific objectives and risk profile of the business.
Adviser-Led Execution
Our experience within banking and corporate finance enables us to:
- Engage lenders efficiently
- Navigate credit approval processes
- Manage documentation and completion with discipline
This helps to reduce execution risk and improves the overall certainty of outcome for clients and advisers.
Selected Transaction Experience
The following examples illustrate the types of transactions Oakmead Finance advises on. All information is anonymised and indicative. Client names, counterparties and lenders are not disclosed.
For further context on the types of transactions we support, please see our Transactions Page
UK Industrial / Asset-Intensive Business
Transaction Type: Management Buy-In with Buy-and-Build Strategy
Business Profile: UK-based trading business acquired as a platform for future acquisitions.
Funding Structure: Invoice finance facility, Senior cashflow lending, Asset and equipment finance.
Oakmead Finance Role: Debt advisory support including funding structure, lender engagement and execution through completion.
UK Facilities Management / Services
Transaction Type: Horizontal Growth Strategy (Platform Acquisition)
Business Profile: UK-based services business operating under long-term contracted revenues, with delivery historically reliant on specialist sub-contractors.
Funding Structure: Asset-based lending facility, Invoice finance, Asset and equipment finance, Senior term loan.
Oakmead Finance Role: Debt advisory support including funding structure design, lender engagement and execution of a scalable funding platform to support multiple bolt-on acquisitions.
UK Business Services
Transaction Type: Trade Acquisition
Business Profile: UK-based trading business with complex billing arrangements and a history of disrupted trading.
Funding Structure: Invoice finance facility, Acquisition term loan, Structured working capital support aligned to trading profile.
Oakmead Finance Role: Debt advisory support including funding structure, lender engagement and management of credit approval through completion.
UK Services / Trading Business
Transaction Type: Trade Acquisition
Business Profile: UK-based trading business acquired to deliver operational and commercial synergies.
Funding Structure: Senior cashflow term loan, Structured repayment profile aligned to cashflow.
Oakmead Finance Role: Debt advisory support including financial modelling, funding structure, lender engagement and management of due diligence and credit processes through completion.
UK Trading Business
Transaction Type: Working Capital Facility
Business Profile: UK-based business with variable cashflow and intermittent funding requirements.
Funding Structure: Revolving credit facility, Pay-as-you-use utilisation, Standby availability to provide liquidity certainty.
Oakmead Finance Role: Debt advisory support including funding structure, lender engagement and execution through completion.
UK Wholesale
Transaction Type: Trade Acquisition (Competitor Acquisition)
Business Profile: UK-based wholesale business acquiring a direct competitor to increase market share and consolidate its position within the sector.
Funding Structure: Cashflow loan advanced to an acquisition SPV, debt serviced by the trading cashflows of the acquired business, structured with a blended repayment profile, comprising amortising and bullet elements.
Oakmead Finance Role: Debt advisory support including financial modelling, assessment of debt serviceability, lender selection based on complementary underwriting criteria, preparation of a comprehensive credit submission, negotiation of offer structure, and management of the transaction through lender underwriting.
Confidentiality
We operate with discretion and do not publish client names or case studies unless expressly agreed. Our focus is on long term relationships and trusted advisory support.
Initial Discussion
If you would like to discuss a potential transaction or funding requirement, Oakmead Finance is happy to arrange a confidential, no obligation discussion.
Contact an Adviser