patterns / holdco_insertion

buyout thesis

Holdco insertion

a newly incorporated holding company was slotted above the trading company by its own owner — pre-sale / MBO structuring; the approach window is open right now

the signature — what the register must show
staff ≥5
a corporate PSC (≥50%) whose company was incorporated within ~24 months
that holdco is controlled by the same individual who holds/held ≥25% of the trading company directly
EOT-named holdcos excluded (that sale already happened)

Why it matters

Nobody inserts a holding company for fun: it is the standard first step of sale structuring, an MBO, or group reorganisation for a disposal — done 6–24 months before the transaction. The owner has already decided; the advisers may not even be hired yet.

The play

The single warmest pre-sale signal in the register: approach while the process hasn't started. For lenders: acquisition/MBO finance will be needed shortly.

How it's kept honest

The badge is recomputed nightly across the whole index, and re-evaluated live the moment a company files — so a match is always a statement about the current register, not a stale list. Like every signal on the radar: a prompt to look closer, never a verdict.