Our Services

Advisory Services Built
for Ambition

Four integrated service lines designed to give growing companies access to the calibre of financial advice typically reserved for large-cap corporates.

01

Fundraising Advisory

Equity & Debt Capital Raising

We manage the full fundraising lifecycle — from positioning and materials preparation through to investor engagement and close. Our process is built on decades of capital markets experience and a deep understanding of what institutional and sophisticated investors require.

What's Included

  • Investment thesis development and positioning strategy
  • Preparation of investor memoranda and data rooms
  • Financial model review and enhancement
  • Curated investor targeting and outreach
  • Management of the due diligence process
  • Term sheet negotiation and structuring advice
  • Coordination through to completion

Typical Engagement

Typical engagements run 3–6 months from mandate to close. We work on a retained basis with a success fee aligned to your fundraising outcome.

Who It's For

Companies raising £2M–£50M in equity or debt capital, whether Series A through to pre-IPO, growth debt, or structured finance.

02

Financial Modelling

Institutional-Quality Financial Models

Our financial models are built to the standards expected by institutional investors, lenders, and boards. Every model is stress-tested, auditable, and designed to be a living strategic tool — not a static spreadsheet.

What's Included

  • Three-statement integrated financial models
  • Valuation models (DCF, comparable analysis, precedent transactions)
  • Scenario and sensitivity analysis frameworks
  • Fundraising and capital structure models
  • M&A and LBO models
  • Board reporting and KPI dashboards
  • Model audit and restructuring of existing models

Typical Engagement

Project-based engagements typically span 2–4 weeks for a full model build. Ongoing retainers available for model maintenance and updates.

Who It's For

Management teams preparing for fundraising, M&A, or board-level strategic planning. Also engaged by investors and lenders requiring independent model reviews.

03

M&A Advisory

Buy-Side & Sell-Side Transactions

We provide comprehensive M&A advisory for acquisitions, disposals, and mergers. Our approach combines meticulous preparation, disciplined process management, and commercial pragmatism to deliver optimal outcomes for our clients.

What's Included

  • Strategic rationale assessment and target identification
  • Valuation and pricing analysis
  • Information memorandum and teaser preparation
  • Buyer/seller screening and approach strategy
  • Management of competitive processes
  • Due diligence coordination
  • Negotiation support and deal structuring
  • Post-completion integration planning

Typical Engagement

M&A mandates typically run 4–9 months. We work on a retained plus success fee basis, ensuring alignment of interests throughout.

Who It's For

Companies seeking to acquire, divest, or merge. Shareholders exploring exit options. Management teams pursuing buy-and-build strategies.

04

Fractional CFO

Senior Finance Leadership, Flexibly Delivered

Not every growing company needs — or can justify — a full-time CFO. Our fractional CFO service provides experienced, senior-level finance leadership on a flexible basis, giving you board-ready financial management without the overhead.

What's Included

  • Monthly and quarterly financial reporting
  • Cash flow management and forecasting
  • Board pack preparation and presentation
  • Investor relations and shareholder communications
  • Financial controls and governance frameworks
  • Strategic finance support for key decisions
  • Finance team mentoring and development
  • Audit and compliance coordination

Typical Engagement

Retained on a monthly basis, typically 2–4 days per week. Engagements flex to match your business cycle and can scale as the company grows.

Who It's For

Growth-stage companies that have outgrown their bookkeeper but aren't ready for a full-time CFO. Businesses preparing for fundraising, acquisition, or audit.

Let's Discuss Your Needs

Every engagement begins with a confidential conversation to understand your situation and objectives. No obligation, no pressure.

Book a Consultation