Consultancy, Research & Valuations

Succession Planning

Every business owner passionately cares how the future may impact their company and its people

Creating and running a company is demanding but determining the next chapter of ownership is an essential aspect for an orderly transition. 

At Gambit, we have extensive experience managing shareholders’ aspirations, establishing exactly what all stakeholders wish to achieve from the process and fully exploring all appropriate options available.

With the requirements of the individual shareholders and the interests of both management and staff understood, we can explore goals, timelines, change of control factors, tax efficiencies and structural issues. Then we recommend a succession-focused strategic plan which will ensure a smooth transition and protect the company’s prospects and the interests of its diverse stakeholders. 

Our succession planning product, STEP, includes a tailored review of shareholder aspirations and compatible options, including:  

Our succession planning model ensures that the owners’ transition aligns personal interests with the optimum exit route.

Publications of interest



We would be delighted to hear from you and see if we can help with your project or point you in the right direction.

Succession Planning deals advised by Gambit

CMC Partnership Global
Safety Net Services
MW Scaffolding

Other Services

M&A Buy-side Advisory

Gambit’s team provide a disciplined, process-oriented approach to an acquisition search. Its global reach coupled with a local footprint can help your company refine acquisition criteria, identify potential target companies, engage prospective targets through native speakers, analyse valuations, negotiate terms, and structure the transaction, bringing about the very best results for our clients.

M&A Sell-side Advisory

Experienced M&A advisors at Gambit help owners determine financial and personal objectives. CFI’s extensive sector reach can help best position the company in the market while ensuring a compelling, value-focused message. This same expertise allows for a focused and constant dialogue with relevant strategic acquirers and private equity groups.

Capital Raising

Mid-market companies are demanding creative solutions and consistent access to capital. Based on years of relevant experience, Gambit’s debt and capital raising team can help your business raise funds, whether your objective is corporate growth, financing a cross-border acquisition, completing a management buyout, or refinancing an existing lender.

Restructuring & Distressed Solutions

Seasoned Gambit professionals have many years of relevant experience helping businesses preserve stakeholder value, during often time critical periods. We can evaluate strategic and restructuring options, and position the business for sale or investment in an accelerated process.

Consultancy, Research & Valuations

Valuation experts at Gambit understand value drivers and the process of creating value. CFI has the expertise to satisfy any business or asset valuation need. Our full range of services includes a Value Maximisation Review process to prepare for a business fundraise, acquisition or disposal. We provide analyses with impact, whether aimed at financial reporting, tax, M&A, strategic planning, business restructuring, or dispute and litigation purposes. The firm has extensive experience and in-house designed tools to assist owners with Succession Planning strategies.

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