Events / How to optimise investment & prepare for the best exit

How to optimise investment & prepare for the best exit

4th June 2026

09:00 - 14:00

Bristol

What will drive M&A deals in 2026, how can ambitious SMEs optimise investment to scale and what will enhance valuation for the best exit?

According to research by Boston Consulting Group, there was $2 trillion of undeployed capital in December 2025 and there are predictions for a more dynamic year of global M&A with growing pressure to find scaling businesses to invest in. But what are investors and acquirers looking for and how can scaling businesses create value for the best investment or exit? How can founders build a leadership team to scale and support the best succession plan?

Join this interactive half-day event combining expert speaker panels and curated roundtable discussions with peers designed around your biggest challenges and growth opportunities. Thought leaders from Liberti’s market leading providers of fractional Finance & HR leaders will share insights alongside the most highly valued advisors in our network for guidance on how to:

 

·       Deploy growth capital for scale & value creation

·       Build leadership capability for investor confidence

·       Prepare for succession & maximise exit value

·       Optimise advisors to avoid costly mistakes

·       Minimise risks that might de-rail deals

Key Information

  • 09.00 – Arrival & refreshments
  • 09.30 – Liberti Club: Welcome & Introduction
  • 09.45 – Panel: Creating value & scaling more profitably
  • 10.30 – Roundtable discussions
  • 11.00 – Break & networking
  • 11.30 – Panel: Succession planning for sustained growth
  • 12.15 – Roundtable discussions
  • 13.00 – Networking lunch
  • 14.00 – Close

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