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 prioritised list of PE, REIT, and strategic buyers aligned to mission and growth model
CASE STUDIES
Read some of the client problems we have solved!

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