Hero Hero

Case Studies

Pre IPO Team





Nigel Lynn
Managing Partner

In 2016, Bailey Montagu was recommended to speak to a client who was, at the time, looking to strengthen their finance function. The business had a £20m turnover in the building supplies and merchanting industry and was entrepreneurially led to that point.

Bailey Montagu explored the possibility of the businesses introducing a highly proven Strategic Advisor to help the majority shareholder and entrepreneurs formulate a growth strategy.  The advisor was appointed, and a buy and build strategy was developed by both parties.

Bailey Montagu supported the business with an initial search to secure an extremely proficient CFO to complement the execution of the strategy. Bailey Montagu then identified the business MDs, in addition to a Head of Procurement.

As the buy and build strategy was executed, the integration of acquisitions became paramount to drive the synergies pulling the newly formed management team closer together. Board structures were developed and continued to evolve, supported by Bailey Montagu to secure the best talent.

Finally, the main board also progressed, with Bailey Montagu identifying and securing NEDs to support the IPO.

In July 2022, the business was listed on the AiM market at a market capitalisation of £150m.