Family Office
Family Office
A client sought to acquire an established company with a portfolio of diverse assets. Entrust was engaged as the family office and client-side representative to ensure the acquisition was handled seamlessly — from initial assessment through takeover and integration.
The acquisition demanded a comprehensive evaluation across financial, legal, operational, and compliance dimensions, while ensuring a smooth transition for all stakeholders. Key considerations included verifying ownership and regulatory compliance, managing negotiations, aligning stakeholder interests, assessing operational performance, and charting a clear roadmap for post-acquisition growth and sustainability.
The process began with site visits, financial reviews, and legal compliance checks. Thorough due diligence was conducted on asset ownership, zoning, and environmental matters to identify any encumbrances or disputes before commitment.
Negotiations with the seller addressed key commercial terms including purchase price and contingencies. Legal counsel ensured compliance with applicable regulations — including FEMA and tax requirements — while tax advisors structured the transaction for efficiency.
The acquired company carried a number of legacy disputes — commercial, legal, and operational — that had remained unresolved under prior ownership. Entrust coordinated with legal advisors and relevant counterparties to systematically work through these matters, pursuing negotiated settlements where possible and ensuring outstanding issues were either resolved or ring-fenced prior to full integration.
Industry experts were engaged to assess production processes, quality controls, and operational practices, with targeted recommendations developed to support post-acquisition improvements. A renovation project was scoped and initiated to upgrade facilities and infrastructure in line with the client’s operational standards.
A structured CEO selection process was undertaken — candidates were interviewed and evaluated against the client’s strategic priorities, culminating in an appointment with revised terms aligned to the new ownership’s expectations. Beyond the CEO role, staffing was reviewed across the organisation with particular attention to key functions such as finance, where changes were made to ensure the right leadership was in place from day one.
A comprehensive budget review was conducted post-acquisition, with a revised operating budget developed and implemented to reflect the new ownership’s financial priorities, cost discipline, and growth objectives.
Management, employees, and local communities were engaged proactively to surface concerns early and build confidence in the transition. Operational reviews covered production, supply chains, and infrastructure.
Entrust was appointed to the Board in an oversight capacity. We attend and actively participate in Board meetings, ensure proper minuting of proceedings, and follow up on actionable items — providing the client with continuity, accountability, and informed governance through the integration period.
A strategic plan was developed identifying investment priorities, sustainability initiatives, and growth opportunities. A detailed transition plan addressed change management, communications, and risk mitigation to support a controlled handover.
Entrust enabled the client to navigate a complex, multi-dimensional acquisition with confidence — bringing together financial, legal, operational, and governance workstreams under cohesive client-side leadership, clearing legacy disputes that had burdened the business, and positioning the acquired company for sustainable long-term growth.
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