Outcomes
- Valuation uplift through buyer readiness and narrative control
- Reduced execution risk via proactive legal, operational and financial diligence
- Optionality preserved for post-deal role, brand legacy or future reinvestment
- Clean, credible data room ready for investment bankers
- Regulatory confidence with no surprises in diligence
Our Client
Is a leading care provider in the UK, specialising in residential and nursing care. They operate multiple centres across the UK under both private and public commissioning
Background
- UK-based adult social care provider considering a partial or full exit, including REIT leaseback options
- Strong position with 50%+ EBITDA growth, estate upgrades, and digital investment
- Founder-led business aiming to maximise valuation while preserving legacy and optionality
- Market timing was critical given consolidation trends and high investor appetite for quality care assets
Testimonial
Curzon Approach
- Facilitated strategy workshops to clarify transaction goals, role preferences, and value priorities
- Conducted operational and financial diagnostics to baseline performance and uncover margin upside
- Developed and initiated a value creation plan, including procurement and care process improvements
- Collaborated with legal partners to assess asset ownership, lease terms, and regulatory posture
- Created a robust digital data room with clean, validated documentation and Q&A prep
- Built investor marketing materials – Information Memorandum, management deck, and teaser
- Conducted due diligence and identified a prioritised list of PE, REIT, and strategic buyers aligned to mission and growth model