Corporate finance
Fundraising, acquisitions and disposals — modelled, negotiated and delivered.
Deals are won in the preparation, not on completion day
Most owners go through one significant transaction in the life of their business. The other side does several a year. We close that gap: building the numbers that stand up to scrutiny, running the process, and holding the line on the points that carry real value.
We advise on raising equity and debt, buying and selling companies, management buy-outs and reorganisations. Because we also handle the accounts and tax, the model reflects how the business actually trades and the structure is efficient before heads of terms are signed rather than after.
The value of a deal is usually decided in the months before it goes to market, not in the negotiation.
What’s included
Financial modelling
Integrated forecasts and scenarios that hold up to a funder or acquirer working through them line by line.
Raising equity
Preparing the business and the information pack, then managing the process with investors through to completion.
Debt and banking
Term loans, invoice finance and asset finance sourced and negotiated on terms that suit the cash cycle.
Acquisitions
Target appraisal, valuation, financial due diligence and support through the negotiation.
Disposals
Preparing the business for sale, running the process and defending the numbers under diligence.
Reorganisations
Group restructures, share buy-backs and management buy-outs implemented with the tax clearances in place.
From the first model to the completion accounts
A transaction pulls in tax, accounting, legal and commercial questions at the same time, usually while you are still running the business. We coordinate the financial side so you can keep trading, and so the deal does not stall on information the other side has asked for twice.
How a transaction runs
Appraisal
Where the business stands, what it is worth and whether the timing serves what you want.
Preparation
The numbers, the structure and the information pack put in order before going out.
Process
Counterparties approached, offers compared and terms negotiated on your behalf.
Completion
Diligence managed to close, then the completion accounts and post-deal reporting.
Corporate finance questions we get asked
Both. The work is similar in shape but the emphasis differs: for a buyer we focus on diligence and the price adjustment mechanics, for a seller on presentation, process and holding value through the negotiation.
Twelve to twenty-four months before you want to transact, if you have the choice. That is enough time to tidy the structure, clean up the reporting and fix the things a buyer will otherwise discount for.
Yes. We prepare the financial information lenders ask for, model the covenant headroom and approach the funders whose criteria actually fit the business.
Always. We handle the financial and tax workstreams, they handle the legal documents, and we coordinate so the same question is not answered twice in different ways.
A fixed fee for defined pieces of work such as a model or a diligence review, and for a full transaction a retainer plus a completion fee, all agreed in writing before we start.
Talk to us before the term sheet.
The earlier we are involved, the more of the value you keep.