Strategy
Clarity on where a business should go next and what it will take to get there.
- Reviewing the options for growth, consolidation or exit
- Testing a plan against the market and the balance sheet
- Preparing owners for a sale or an investment process
Transactions
Acquisitions, divestments, mergers and joint ventures, from the first approach to completion.
- Identifying and approaching targets, buyers and partners
- Valuation and deal structure
- Negotiating terms, from the first offer to final documents
- Coordinating lawyers, accountants and financiers through to completion
Capital
Raising and structuring debt and equity for growth, acquisitions or refinancing.
- Preparing the business and the information investors expect
- Identifying and introducing suitable investors and lenders
- Negotiating structure and terms
- Refinancing and recapitalization
Board and owner advisory
An independent view for owners and directors when the decision sits with them.
- Ongoing counsel to owners and boards
- Succession and shareholder matters
- Managing relationships with investors and lenders
- Second opinions on significant proposals
In practice
- Selling a businessTiming, preparation and choosing a buyer who will complete.
- Buying a businessChoosing the right target, holding price discipline and planning for day one.
- Raising capitalThe right capital, on the right terms, from the right people.
- RefinancingResetting debt so it suits the business as it is today.
- Partners and joint venturesBringing in a partner on terms that still work when things get difficult.
- SuccessionPlanning an owner's exit on their own terms.
Engagements are by introduction.
How introductions work