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

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​
CASE STUDIES
Read some of the client problems we have solved!

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