1. CASE STUDY
The Winn Group is one of the region’s most successful
Solicitor firms and a leading national player in the Personal
Injury legal market, employing over 290 people at it’s Newcastle headquarters. The group provides an innovative accident management process for its clients, including the integrated provision of legal services, replacement car hire and repair as well as medical treatment services to its customers. In August 2013 Tait Walker closed the private equity backed investment into Winn Solicitors, the leading national firm of personal injury lawyers. Tait Walker had advised Winn Solicitors  for over 2 years in preparing a strategy, business plan and forecasts to discuss with private equity and other equity and debt investors. The funding was to provide an investment war chest and to facilitate the sale of 60% of Winns’ equity. Scope of engagement:
Advised for over 2 years in preparing a strategy, business plan and forecasts
Presented the operations of 3 separate businesses as a coherent whole to the market place
Managed a complex due diligence process
Managed process of deciding on preferred investors
Negotiated, in detail, the final deal
“Winn Group is delighted to be able to continue to grow and prosper and further invest in our region.” - Jeff Winn, founder of Winn Group