Corporate Advisory

Corporate advisory and business valuations for boards and shareholders.

Strategic and structural advice on capital structure, group architecture, valuation and the agreements that govern ownership.

Execution methodology

Counsel for boards.

Ambiguity puts capital at risk. We replace it with clear numbers and firm governance.

Boards and shareholders need commercial clarity, reliable financial data and firm governance. Where these are missing, capital is exposed.

We offer objective counsel that backs ambition with rigorous numbers, and aligns the operations of the business with the goals of its shareholders.

Our advice serves the board and the shareholders who appoint us, and no one else.

Models, valuations and reviews that withstand scrutiny from financiers and counterparties.

Structures and agreements that settle control, exit and succession in advance.

The business arranged around what its shareholders are actually trying to achieve.

Areas of advice

From the first structuring question to the agreements that govern ownership, each area can be taken on its own or as part of a wider mandate.

Balancing debt and equity so the business can fund its plans without carrying more risk than it needs.

Hub-and-spoke structures that separate asset-holding entities from trading risk.

Defensible valuations using discounted cash flow, adjusted net asset value or maintainable earnings.

Building or auditing financial models, and stress-testing the assumptions behind them.

Commercial plans covering strategy, positioning and forecasts.

Settling control, exits and succession in advance, in writing.

Reviewing key agreements before they are signed.

Advising on the acquisition of supply chain partners.

A pre-financing diagnostic of how ready the business is for capital.

Typical mandates

Advice is most valuable before decisions are fixed. Modelling the outcomes in advance is what allows confident execution.

01
Capital & sale preparation
Preparing a group for capital or a sale
The group is put in order, and its numbers and structure are made ready for investors or buyers.
02
Asset risk isolation
Separating assets from operating risk
Valuable assets are held apart from the trading businesses that carry the risk.
03
Shareholder buy-outs
A shareholder exit or buy-out
Terms, valuation and funding are settled so that one shareholder can leave and the others can continue.
04
Independent valuations
An independent valuation
A defensible figure for negotiation, tax planning, or an exit.
05
Post-growth reorganisation
Reorganising after rapid growth
Structure catches up with a business that has outgrown the way it was set up.
06
Vertical integration
Executing a vertical integration
Evaluating and carrying out the acquisition of a supplier or channel partner.
07
Financial model review
Reviewing internal financial models
An independent review of the models management relies on.
08
Business planning
Formulating a business plan
A commercial plan with strategy, positioning and forecasts that can be defended.