Growth puts pressure on finance. New capacity, acquisitions, a change of ownership or a fresh round of funding all demand a clear view of value, capital needs and risk. Lenders, investors and boards will test the numbers; the numbers should already have been tested.
We act as an extension of your finance function: building integrated financial models, valuing the business, preparing pitch material, optimising the capital structure and examining transactions from a financial due diligence perspective.
What we do
Financial modelling and projections
Integrated income statement, balance sheet and cash flow models with transparent assumptions and scenario analysis, built to withstand lender and investor scrutiny.
Business valuation
Valuation analysis for fundraising, restructuring, transactions or internal planning, using methods suited to the business and its stage.
Pitch books and information memoranda
Clear, well-structured financial narratives for lenders, investors and strategic partners.
Capital structure optimisation
Finding the right balance of debt and equity and the right tenure and cost of borrowings for your growth plan and risk appetite.
M&A financial due diligence
Reviewing the financial position, quality of earnings and key risks of a target or counterparty before you commit.
CFO-office advisory and monitoring
Ongoing support on budgeting, MIS, liquidity planning and covenant tracking so that decisions are made on current, reliable information.
How an engagement runs
- 01
Understand the objective
We start with what you are trying to achieve and the constraints you operate within.
- 02
Model and analyse
We build the numbers, test assumptions and stress the downside.
- 03
Recommend
We present options and trade-offs plainly, with a clear recommendation.
- 04
Support execution
We stay involved through lender, investor and counterparty discussions.
Who this is for
Planning expansion or an acquisition
You need a credible financial plan and a view of how to fund it.
Approaching lenders or investors
You want your numbers and narrative to be investor-ready.
Needing a stronger finance function
You want senior financial support without building a large in-house team.
Frequently asked questions
Both. We build integrated models where none exist and review and rebuild existing ones where they cannot support the decisions or discussions ahead.
We support the financial side of a transaction: valuation, structuring, modelling and due diligence. Legal, tax and regulatory work should be handled by the relevant specialists, and we coordinate with them.
It is tailored: regular MIS and liquidity reviews, budgeting support, covenant monitoring and an advisory sounding board for finance decisions.
Let's talk about what your business needs.
A first conversation is free. We will tell you candidly whether and how we can help.