Buyer Form

Smart M&A

Buy & Sell a Business

Individual Buyer Form

This form is for individual buyer(s) without legal entities. If you are a company buyer, please ask access to the company form.

We honor the value of decades of work by making succession seamless and stress-free. Using the latest technology, we ensure the process is faster and secure. Our family-business approach puts trust and long-term relationships at the center of everything we do.

PensioTec upholds local and international compliance frameworks, including Anti-Money Laundering (AML) and Anti-Corruption/Anti-Bribery practices, to safeguard our partners and stakeholders in every transaction, whether local or cross-border, straightforward or complex.

INDIVIDUAL BUYER DETAILS

Buyer Name

Background Description

Please provide a clear and concise overview of your professional background or investment experience. This helps our advisory and investment teams assess whether you may be a suitable successor or buyer match. You may include: • Your professional experience or areas of expertise • Current or past business activities and geographic focus • Any notable achievements, investments, or milestones

Your LinkedIn Profile and/or Portfolio Website

Nationality

Source of Income

Industry

If Other Industry, Please Write Below

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Operating Locations / Subsidiaries

Mention All Countries of Operations

COMPANY OWNER DETAILS (ANTI MONEY LAUNDRY)

Do You Personally Own More Than 25% of This Business?

As part of Anti-Money Laundering (AML) compliance, PensioTec is required to identify any beneficial owner holding more than 25% ownership or voting rights.

Are There Any Other Shareholders or Owners?

If yes, please list each owner with the following details: - Full Name - Nationality - Residential Address - Percentage of Ownership This information is a key part of our Anti–Money Laundering (AML) compliance process. To proceed, we are required to collect this information in accordance with AML regulations.

Who Is the Primary Owner of the Company

Please enter the name of the individual with the majority ownership stake.

First Name

Last Name

Ownership Verification

Please confirm that all information regarding beneficial ownership is accurate and up to date, to the best of your knowledge.

Phone

Please include the country code.

Country

(###)

###

####

Compliance Declaration

Anti Money Laundry (AML)

Client Compliance Declaration Form

To confirm that your business and its owners operate in compliance with all applicable laws and are not involved in any illegal or unethical activities.

1. Lawful Operations: I confirm that the business operates lawfully and complies with all applicable local and international regulations.

2. No Criminal or Terrorist Activity: I declare that neither the business nor its owners, shareholders, or representatives are involved in, or associated with, any criminal activity, terrorism, or financing of terrorism.

3. No Money Laundering or Fraud: I confirm that the business is not engaged in, nor will it engage in, money laundering, tax evasion, corruption, bribery, or fraudulent financial activities.

4. Source of Funds: I confirm that all business funds come from legitimate and verifiable sources.

5. Cooperation Commitment: I agree to provide supporting documentation if requested for compliance verification or due diligence purposes.

Acquisition Preferences

Reason for Buying

E.g. Consolidation, geographic expansions, diversifying revenue streams and products, strategic pivot, growth etc.

Target Location

What Is Your Range Price (Acquisition Budget)?

Sustainability: After the takeover, how do you plan to apply sustainability principles within the organization? Could you provide some examples of sustainable initiatives or practices you intend to adopt?

Acquisition Funding Source

Timeline for Acquisition

Annual Revenue

Specify Currency and Range

EBITDA Range or Net Profit

Specify Currency and Range

Have You Done Any Acqusition (s) Before

Are you Looking for Financing Options

If Looking for Other Financing, What type of Financing

Would You Consider Co-Investment or Syndicated Deals?

Referral

How Did You Hear About Us?

If referral, full name of referral

Confidentiality

Your privacy comes first. We sign an NDA before sharing anything. Together, we decide what stays private, what’s shared with vetted buyers, and what’s public. You’re always in control.

Thank You for Booking Our Free M&A Consultation

Empowering buy and sell businesses (SMEs) smarter through technology.

Deal Preparation

PensioTec helps sellers get deal-ready, from creating compelling visuals, videos, and websites that enhance digital presence to preparing investor-ready materials and clean financial documentation. Our experts guide you through compliance checks.
Smart Valuation

PensioTec aligns your goals and asking price with market benchmarks through AI-driven insights and expert guidance. Our valuation engine combines normalized financials, sector benchmarks, and comparable transaction data to deliver accurate, human-validated valuations.
Matching Process

We leverage AI-driven deal-matching technology to identify and rank the best targets or buyers. Our intelligent model analyzes verified investor databases and market intelligence to connect each business with the most relevant and qualified acquirers.
Due Diligence & Structuring

PensioTec delivers holistic due diligence across finance, legal, tax, and ESG, supported by virtual data rooms and AI-powered risk detection. We use predictive analytics and advanced technology to optimize deal terms, transparency & long-term value creation.
Post-M&A & Value Creation

After the deal, PensioTec may help brick-and-mortar businesses grow sustainably by blending technology with human creativity. Streamlining operations through smart automation, freeing founders to focus on their craft, while our design and digital experts enhance spaces, customer and story telling experiences, and online presence.

Our Location

Cambridge, United Kingdom

The Bradfield Centre, 184 Cambridge Science Park, Milton Road, Cambridge, CB4 0GA, United Kingdom

We operate from Basel, Switzerland

We operate from Basel-Stadt, Switzerland, in the heart of the Swiss financial district. Our office is located next to the Bank for International Settlements (the central bank of central banks) and surrounded by major banking and insurance headquarters.