ICAEW.com works better with JavaScript enabled.

Corporate finance guidelines

Best-practice guideline - IP in M&A – legal considerations

This is a restricted item - please log in or register to view this item

This guideline identifies key intellectual property (IP) rights and comments on how such rights should be considered in the context of M&A transaction and contractual protections. It also addresses IP transfer and integration. Authors: Michael Gavey, Mark Curtis and Lydia Torne, Simmons & Simmons.

Environmental and social governance in investment and transaction decisions guideline

This is a restricted item - please log in or register to view this item

This guideline is aimed at companies seeking investments and their advisers. It seeks to demystify environmental and social governance (ESG), explore its application and benefits, as well as assess the challenges involved. A number of case studies will illustrate the importance of ESG for transactions. Authors: Neal Barker, Scott Beaton, Stephanie Tyrrell and Sean Allen, WSP. November 2014

Acquiring a business

This guideline addresses some of the key considerations associated with the process of acquiring a private business. Additional constraints apply when the acquisition of a publicly-quoted company is considered. Authors: Jonathan Boyers, Philip Abram and Steven Heath, KPMG

Business Finance Guide

The Business Finance Guide – a journey from start-up to growth is a major initiative supported by 19 eminent professional, representative and membership organisations. The publication has been co-ordinated by the Corporate Finance Faculty and the new British Business Bank. This is a unique guide that sets out the main things to consider when raising funds for growth and outlines sources of equity and debt finance available to businesses – ranging from start-ups to SMEs and growing mid-sized companies. The guide also includes several tools and ideas to help businesses consider their options, make decisions and plan how they will finance expansion.

Secondary Buyouts

This is a restricted item - please log in or register to view this item

This guideline is intended to provide an overview of a secondary buyout transaction and market trends.

SME Finance Guideline November 2012

For SMEs, obtaining and securing the right source of finance can present a major challenge. Lack of available funding for SMEs has been brought into sharper focus post-credit crunch. This guideline first and foremost seeks to help them when it comes to looking for sources of finance. Author: Marc Mullen November 2012 Issue 58

Occupational pension schemes

This is a restricted item - please log in or register to view this item

This guideline sets out the key issues associated with occupational pension schemes in the UK in the context of corporate transactions such as mergers and acquisitions (M&A), management buy-outs (MBOs) and restructurings. It provides an overview of the UK occupational pensions environment as well as focusing on the areas that are most relevant to corporate transactions in an ongoing situation.

Financial Risk Management - A Corporate finance perspective

This is a restricted item - please log in or register to view this item

This guideline deals with interest rate and foreign exchange risk management from a corporate finance perspective. These risks tend to be focused on during a ‘transaction event’, whether management buyout (MBO)-type transactions, M&A, or when new assets are acquired.

Turnarounds May 2011

This is a restricted item - please log in or register to view this item

This guideline looks at key features,professionals, structures and approaches. Authors: Alan Tilley and David Bryan, Bryan, Mansell & Tilley LLP; Stephen Cork and Katie Moffitt, Cork Gully LLP. Author contact details are listed on pages 22 and 23 of the guideline

Showing 10 of 13 items