Advisory

We offer a range of services to help you achieve the results you’re after. Not sure what you need, or what it costs? We can explain what services are right for you and tell you more about our fees. Get in touch below.

Strategic NED and Board Advisor

This may follow a CF engagement, but our involvement doesn’t need to be linked to a transaction.

If you are looking for a passive NED or board advisor, who will tum up once a month, offer sage advice, then disappear until next time, then that is not us. We want to be an active part of your business, and bring;

• a genuine desire to be Part Of The Team
• objectivity
• commercial acumen
• strategic advice with a willingness to help with the really hard bit – putting it into practice robust and constructive challenge; we will be your true but critical friend
• a long-term view which links operational strategy to value growth tor the
stakeholders, and
• a black book that can be deployed to bring additional expertise and contacts when needed.

Corporate Finance Lead Advisory

We support management-led transactions or businesses seeking to raise finance.
We bring the skills and experience offered by other CF houses, but what sets us apart is that:

• We have experience in being part of a management team, so we really
understand the challenges they face;
• We will build the strategy for the
business and help plug gaps in the team. We are interested in more than the
process;
• If we can add value to the business after the transaction, we are delighted to join the team and stay the journey; and
• Are open to our fee being largely made up of a share in the equity of the ongoing business – true alignment of objectives.

Forensic

Over the past 25 years we have worked in forensic accounting and litigation
support, acting for clients and
stakeholders in both the private and
public sector.

Our work is varied and wide ranging for example:

• Engaged by the plaintiff in a family law case following concerns about the value declared by the respondent of shares held in a global business. The case involved the valuation of a business with 50+ offices around the world and
providing expert evidence in relation to same to the court.
• Engaged by an International Plc in a contract dispute with a supplier.
• Acted as expert witness engaged by the plaintiff in a partnership dispute concerning a hotel asset.
• Provided expert witness services to a semi-state body in defending a large contract dispute over a period of nearly three years.
• Provided expert witness services to the P.I. insurers of an accounting practice in a case involving a B.E.S. tax incentive scheme.

Turnaround – Debt Advisory and Restructuring

Business
We understand the challenges of a
business that is undergoing significant change, whether financial, operational or commercial. Whether the turnaround is accompanied by financial stress or not, we understand that the management team needs pragmatic advice and real help, not wordy reports and theories.

Here a business is undergoing significant change we:

• apply robust critical thinking to
develop a plan of action that recognizes both urgency and a potential shortage of resource

• deliver hands-on assistance to the
senior management team, so that the change agenda doesn’t take them away from their essential day to day roles
• provide confidence to non-management stakeholders, by providing an
independent view and/or reporting line.

Personal
The multiple sale of loan books by banks have resulted in thousands of individual stories which rarely see the light of day.These are stories of businesses and
individuals who through no fault of their own invested in property and other assets near or at the top of the market and at a time when their income could support the
borrowings involved.

The onset of the recession changed
everything for them. In near perfect storm conditions, many of these people saw their business profits fall and their income
reduce leaving in some cases debt which is unsustainable.

In some cases, businesses and individuals now face new owners of their loans, with the possibility of multiple new owners. With letters being received in the post, it becomes difficult and stressful.

Our approach
Initial consultation:

1. We can meet you for a coffee to discuss your case and issues facing you, without any obligation on your part
2. We can help you analyse your situation and explain who the players are
3. We can develop options and strategies to reach negotiated settlements and
   restructuring of your debt.

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Let’s build something together

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