Investment & M&A
Restructuring an investment in a technology company
Outcome: Completed the equity-transfer plan and transaction-governance documents within the agreed timetable.
Context
A technology business needed to restructure its investment ahead of a new funding round.
Scope
- Review of ownership structure and existing investment terms
- Development of an equity-transfer plan
- Drafting, negotiation and completion of transaction documents
Outcome
The transaction proceeded to the agreed timetable, with governance documents standardised for the next stage of growth.