Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

Strategic exits: an introduction and guide to optimising your exit

Published

Strategic exits: an introduction and guide to optimising your exit

Achieving a successful business exit is a significant milestone, and navigating this complex process requires careful planning and expert advice. At Rothschild & Co, we are proud to support Boardwave in its mission of accelerating success in the software industry by offering insights and guidance on optimising exits for entrepreneurs.

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

An introduction to exits

This first masterclass explores some of the key factors that drive a successful business exit.

Joel Greenwood, Founder of Alpha Advisory, is joined by leading M&A experts, including Anton Black, Partner and Head of Technology at Rothschild & Co, Global Advisory to discuss the latest trends in the M&A markets and what it takes to achieve a well-structured, high-value sale.

Anton brings his deep expertise in technology sector deals, offering insights into how businesses can position themselves for a successful transaction, align stakeholder interests, and navigate the complexities of the exit process.

Alongside Laura Maddison, Partner at Arma Partners, and Thomas Koehrer, Co-Head of EMEA TMT Investment Banking at Bank of America, this session also covers what makes a business attractive to buyers and the different exit routes available.

Boardwave Masterclass

Optimising your exit

Successfully exiting a business is a major milestone, but what comes next is just as important.

We were delighted to film this masterclass with Phill Robinson, Co-Founder & CEO of Boardwave and Jake van Beever, Director at Rothschild & Co Wealth Management, about the critical steps entrepreneurs should take to manage their wealth pre and post-sale.

From preparing for a liquidity event to structuring assets for long-term security, this discussion provides valuable insights into effective cash flow planning, wealth frameworks, and the role of a wealth manager before and after a transaction.

Whether you're considering a sale or have already exited, this session offers expert guidance on making the most of your financial future.

Boardwave Masterclass

Ready to begin your journey with us?

Speak to a Client Adviser in the UK or Switzerland

Disclaimer

Past performance is not a guide to future performance and nothing in this blog or video constitutes advice. Although the information and data herein are obtained from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and, save in the case of fraud, no responsibility or liability is or will be accepted by Rothschild & Co Wealth Management UK Limited as to or in relation to the fairness, accuracy or completeness of this video or the information forming the basis of this video or for any reliance placed on this video by any person whatsoever. In particular, no representation or warranty is given as to the achievement or reasonableness of any future projections, targets, estimates or forecasts contained in this video. Furthermore, all opinions and data used in this video are subject to change without prior notice.

Read more Wealth Management UK articles

What to do ahead of the 2026 Budget

With Budget speculation intensifying ahead of 28 October, investors should avoid reacting to rumours alone, while reviewing potential tax planning opportunities around CGT, IHT, pensions, property and investment structures.

 Debt and taxes

Fiscal debates focus on debt and deficits, but government size may matter more. While debt shows little link to bond yields, higher taxes and spending can affect competitiveness, growth and economic efficiency.

 France: Fiscal pressure

France’s political uncertainty and fiscal pressures have unsettled markets, widening bond spreads and weakening the euro. While risks remain elevated ahead of 2027 elections, France’s challenges stop short of a sovereign debt crisis.

 Emotionally invested

This Quarterly Letter explores how emotions and behavioural biases can undermine investment decisions. It highlights the importance of discipline, perspective and a clear long-term purpose in preserving and growing wealth through market uncertainty.

 Entrepreneur Networking Dinner

Rothschild & Co Wealth Management UK recently hosted an intimate networking dinner to encourage the conversations and connections that rarely happen in the day-to-day demands of building a business.

 Is winter coming for the UK consumer?

Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.