Robert Fraser & Partners provides consultancy services to companies seeking acquisitions, sales of subsidiaries and company mergers. RFP has standing instructions to seek to acquire investment companies of between £5m and £50m, for which the company is often able to pay a significant premium above Net Asset Value. The profile of typically suitable acquisition companies would include:-

• Investment companies having high quality investment assets, (particularly investment properties), with low base cost for Corporation Tax purposes.
• Companies owned by UK residents who would be subject to a double taxation charge on the disposal of the principal assets of the company, followed by realisation of the value in the company.
• Second or third generation family owned investment companies, with a requirement to release locked-in minority interests.

For the purpose of establishing the possible suitability of acquisitions RFP will be pleased to consider the company details without cost or obligation, under a full mutual confidentiality undertaking.

It would be usual for the purchaser to pay both parties legal and other professional costs in the event of a successful acquisition being achieved, so that clients of introducing professional firms would not incur any cost or obligation from an initial exchange of information.